Main > Help [Bills: Monthly Forecast vs. Paid Amounts - General Questions]
User
Message
Last Post
support
Administrator
Re:Bills: Monthly Forecast vs. Paid Amounts - General Questions
The O represents an override amount which is different than your scheduled amount. We are working on recognizing imported transactions so you don't get duplicates, but if this happens to a paid bill decline the import since the manual transaction is what is tied to your bill and marking it as paid. The paId amounts will replace the schedeled bill amounts with the transaction value since the amount of the scheduled bill is not always the same as the amount of the transaction entered to mark it paid. We may move the paid link as part of the overview section instead.
08/25/2009 16:33:39
Eric
User
Re:Bills: Monthly Forecast vs. Paid Amounts - General Questions
I'm having more confusing about how the Bills and transactions work. I set up a bill that recurs everything month on the 22nd, and that a transaction be entered automatically on that date (this bill is autodrafted from my bank).
Everything worked, and my bank autosynced today and I had two transactions, so I removed the one added by BT. However, the forecast still showed that Bill, which it should because it was paid and drafted. So, I went to the My Bills and I wasn't sure which section to go to to mark it paid, I just picked one and marked it paid. It re-added the transaction, so I deleted it but the forecast was still the same. I tried cancelling it, same result. I eventually just had to change the bill due date to the next month.
I guess this leads me to this question. If you choose for a bill to be auto-entered as a transaction, should be it marked as Paid? Why when I mark a bill paid, is it still showing up in my forecast, thereby having 2 transaction? (a bug maybe?)
08/25/2009 11:32:06
Eric
User
Bills: Monthly Forecast vs. Paid Amounts - General Questions
I'm not really sure the difference between these 2 sections. I see the same transactions on both. How are they different or what is the intended use of both? I see the Record/Cancel bill on both, and I'm assuming they both work the same way.
Also, I assumed that if I go to Upcoming Bills, I could change a single occurrence of a bill. I CAN do that, but 2 things happen. First, an O icon appears next to it, and I don't know what that means. Second, the Forecast on the transactions page does not show the changed amount, a bug maybe? I love that I'm able to change a single bill amount, but would like to see that figure show up in the forecasts.
