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great2bme
User
Re:Budget and separating accounts
Never mind...

Just found the "Close Account" link inside 'Update Account' edit page for the specific Account.

Thanks. :)
10/21/2009 16:00:37
great2bme
User
Re:Budget and separating accounts
Similar to what Emma needed... here's my scenario:

One bank login for Chase Bank returns three business accounts and one personal account.

I intend to have two different BT accounts to keep business and personal separated.

I see that I can filter viewing the non-personal accounts in Bills, and I can disable autosync.

Is there a way to hide or delete the extra (business) accounts from my personal BT account?
10/21/2009 15:44:34
Emma
User
Re:Budget and separating accounts
That's fantastic - what great support!
10/06/2009 14:39:52
support
Administrator
Re:Budget and separating accounts
This is now supported on the My Bills page. You should now see an account dropdown that will allow you to filter your Bills Forecast based on the Account you select but note that all bills will still appear on the Bills List page.
10/05/2009 19:03:10
support
Administrator
Re:Budget and separating accounts
Yes this was addd to our Todo list.
09/29/2009 18:16:57
Emma
User
Re:Budget and separating accounts
Hi Guys - thanks for the reply. Unfortunately filtering the accounts under budget didn't work and I could still see all the items for both accounts. Would it be possible to work on a feature to view bills forecast on one account at a time so that both accounts could be in under the master log in - this would be the icing on the cake for me.
09/29/2009 02:48:06
support
Administrator
Re:Budget and separating accounts
Thank you for the feedback. As far as your budget, if you click on Options from the top menu, you can filter your budget by account. We've added to our todo list the ability to filter your Bills by account as well.
09/28/2009 18:40:24
Emma
User
Re:Budget and separating accounts
I've realised I need to create a separate account for my other half as a sub-account which is fine (except that I had to delete all his account and then re-create it again). However, problem now is that we have a joint savings account so I cannot transfer funds from his sub-account into the savings account under the master account with out first pretending to withdraw monies from his account, pay them into mine and then do a transfer. 3 actions instead of one! Can you do something about this? It would be easier to see the two cheque accounts on the master page but be able to filter either both accounts or see them individually so you can see if you are in danger of going overdrawn when you do the forecast in bills. Acemoney provides this feature but as a Mac user and as I want to be able to see the accounts online I would prefer to stay here - can you do anything about the ability to filter accounts in bill forecasts?
09/28/2009 18:32:15
Emma
User
Budget and separating accounts
My husband and I both have checking accounts. My hub gets paid monthly but I get paid weekly. This means I have to careful when I pay things out because I have a lot of outgoings at the beginning. In the Budget area you can view a running total of ins and outs but it is for both accounts together. Is it possible to see the ins and outs on just one account so I can see if I getting close to my account limit?
09/28/2009 08:51:04





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