What problems are you having? If you go the My Income page and setup your Income, it will automatically create a budget category for you for that item. If you make sure "tie to budget" is checked, the amount in your Income will be reflected for you on the Budget page as well. Then each time you enter in a transaction for your income, make sure you select that budget category and you'll see your available budget income for the month.
01/12/2009 23:50:43
Misty
User
Re:Paycheck to paycheck budgeting?
I need help budgeting my income ?? Please help
01/12/2009 22:29:46
Takiya
User
Re:Paycheck to paycheck budgeting?
Yes, groups would be great. When creating new transactions, I knew which one to put the item in because I have named them Entertainment and Entertainment (2). I works well. It is just the reporting that gets a bit funny.
09/04/2008 11:19:43
support
Administrator
Re:Paycheck to paycheck budgeting?
Thank you for the feedback. We'll give this some thought. It sounds like you requesting to be able to put your Categories into Groups and then be able to view a total of those groups. If you have the same sub-category name duplicated, you'll probably want to just create one sub-category and enter in an average amount for both paychecks combined otherwise it will be difficult to determine which category to place it in when entering a new transaction.
09/03/2008 23:15:02
Takiya
User
Re:Paycheck to paycheck budgeting?
I also do paycheck to paycheck budgeting. I created my categories just as you sampled. Only thing is that I had to create duplicate categories for items that occur inthe first and second paychecks. Ex: Entertainment. Is there a way that we can create our own reports using whatever categories we would like? Or perhaps a way to put two categories together? For example I would love to see how much I spend on Entertainment in total, not just Entertainment from the first part of the month and then Entertainment from the second part of the month.
Second thing, I would love to see sub sub categories. For example, I have my first paycheck category, then automobile gas as a sub category. It would be nice to have my first paycheck, and then auto under than, and then gas, auto maintance, and car note under than.
09/03/2008 16:42:57
support
Administrator
Re:Paycheck to paycheck budgeting?
If it is a monthly recurrence, it should be listed in both months unless the start date is in January. Try to set your start date for December and see if that works.
12/28/2007 15:01:44
Stephanie
User
Re:Paycheck to paycheck budgeting?
Okay - I'm sorry to keep bothering you about this! But, even if I check the box to extend it for a certain amount of days and then check that it is due 1/3, it still lists it in the month of January instead of December -- do you see what I am talking about? Am I doing something wrong?
12/28/2007 12:59:09
support
Administrator
Re:Paycheck to paycheck budgeting?
This has been completed. You can now set transactions entered into the following month to apply to the previous month. You can select up to 10 days into the following month. To access, update your existing budget sub-category and you will now see a select box to choose the amount of days.
12/24/2007 03:59:52
support
Administrator
Re:Paycheck to paycheck budgeting?
We'll see if we can come up with a way to have certain categories extended into the following month but leave other categories as is. Probably a setting when updating your budget category that allows you to select a given number of days into the following month.
12/20/2007 23:25:37
Stephanie
User
Re:Paycheck to paycheck budgeting?
My issue is this: Say I have my category as 12/21 - 1/4, which is my current pay period, and I have several different bills as sub-categories that must be paid within that time frame. If I have a bill due on 1/1 it does not show up under that category because it shows up under January not December! Is there a way to fix that?
