Main > Help [multiple budgets/business accounting, etc.]
User
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support
Administrator
Re:multiple budgets/business accounting, etc.
This is now available on the My Budget page. If you click on "Options", you'll now see a Templates and Accounts dropdown. The templates allow you to create a different set of budget categories and the accounts allow you to filter spent transactions only on the account you've selected.
04/03/2009 01:36:14
David & Christina
User
Re:multiple budgets/business accounting, etc.
niiiiiice thanks!
03/24/2009 15:11:41
support
Administrator
Re:multiple budgets/business accounting, etc.
Thank you. This has been added to our to-do list for April.
03/23/2009 21:57:22
David & Christina
User
Re:multiple budgets/business accounting, etc.
ok, here's my thought: what if you have the ability to have multiple budgets and just be able to link them to different accounts. this would TOTALLY be ideal for me. I have one budget I'd like to use for one account and one I'd like to use for another account. I was trying to do the sub account thing, but I'm just not liking it at all.
03/23/2009 10:10:52
David & Christina
User
Re:multiple budgets/business accounting, etc.
hmm, ok, I think I understand. I need to do more to really get a good feel for it. I will try the sub-account thing and see how I like it. thanks! oh, and sweet that you're working on a new theme =)
03/08/2009 22:47:06
support
Administrator
Re:multiple budgets/business accounting, etc.
Thank you for the feedback and we're happy you're enjoying the functionality of the site. As far as multiple budgets, we don't have that available mainly because it might get confusing deciding which one to show in the drop-down menus for entering in new transactions. Instead once subscribed, you have the ability to copy your existing budget to a sub-account from the Settings page. This allows you to keep your personal account completely separate from your business but have quick access to both at once.
As far as the display, we are working on a new theme that we think people will find much easier to use and hope this will become the default theme when registering. We may implement a way to choose your theme preference when going through the setup process as well.
03/05/2009 23:12:18
David & Christina
User
multiple budgets/business accounting, etc.
I'm getting our personal budget mostly set up and am SO happy with the functionality!!! AND I found the Emerald theme which is soooo much prettier and basically removed the hesitation I had about using this program =) (why isn't it the default theme?! I would venture to say there doesn't even need to be the option for people to pick a theme except if I wouldn't be able to use this one then =)
anyway, I am trying to figure out the best way to integrate our business and personal budgets/finances, and I didn't want to do a ton of setup only to figure out later, since I'm not that familiar with the program yet, that there would have been a better way to do it and have to redo stuff.
one question, is there the ability to have multiple budgets? I see that you can have "sub accounts", but I'm not sure if that would really be my preference if there is another option. I love being able to see all our accounts in one place. Also, to my understanding, if I do end up needing to do the sub account thing, the main account has to be the business one for any subscription purposes, so is there a way to duplicate or move budgets?
basically, we do keep our business/personal finances separate, but I wouldn't be completely opposed to having one main budget. I just wonder if I'll be able to isolate business/personal categories for separate reports and stuff? I think that would be the main issue.
I can't tell you how excited I am about this program!!! We have been using a couple of complicated Excel spreadsheets that I made up and customized because I have NOT been able to find anything that does what we really need it to do with a budget. We've tried various programs, from Microsoft Money, to Quicken, to a bajillion online things and this is definitely taking the cake! To think that my headaches with budgeting and tracking our finances might be over around the corner is exhilarating!!! We will definitely be lauding you all over to our friends and in the future in our businesses if, after using the program for a while, we are as happy with it as I think we will be! I'm so impressed that you listen so well to those who use the program and implement the ideas!!!
