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01/12/2009 23:58:59
michael
User
Re:collapse/expand categories budget?
wow. thanks adding this change quickly. I've looked at the envelope budget wizard and that is not what I expected. Is it possible to setup the envelope budget page as follows: 1. create three columns. column one allows the user to enter their income, this could be selected from the income page. then in the same column, the user could select their categories and set amounts they would spend for that category based based on that first pay check. the second pay check would be used in the second column. I'm paid 26 times a year, thus twice a year I'm paid three times in one month. the third column could be used for this "extra" pay check. When the user adds a preset amount to an envelope/category, the amount in the pay field would be subtracted. I hope i have explained this clearly. Let me know if you need a screen shot of another program that does this. One again, thanks for your responsiveness.
01/12/2009 11:32:10
support
Administrator
Re:collapse/expand categories budget?
This has now been implemented. If you visit the My Budget page, you'll see the categories can now be collapsed and expanded.
01/11/2009 22:18:26
support
Administrator
Re:collapse/expand categories budget?
As far as the earned/spent page, from Graphs & Reports in the navigation menu you should see an "Income Statement" link. This will give you a breakdown by month of expenses vs. income
01/11/2009 01:12:05
support
Administrator
Re:collapse/expand categories budget?
Yes, from the top of the My Budget page, choose "Go To..." and select Budgeting Wizard. Then at the top templates, select Envelopes System. Note however that to use an envelopes type of system, you'll want to remove other categories from the system since this type of deposit structure simplifies how to categorize your transactions. You can however create an envelopes system for your categories, then from the "Settings" page turn on tags so you can tag your transactions however you like but categorize them into 3 expense options. To have your paycheck split, you can select the "Auto Record Transfer/Split:" split option on the My Income page which allows you to split funds or deposit to multiple accounts automatically.
01/09/2009 22:27:41
michael
User
Re:collapse/expand categories budget?
thanks for looking into this matter. I'm still working my way around this site, and so far I'm satisfied. I have a few follow on questions 1. is there a way to setup an envelope like budget system where in I would split my paycheck to certain budget categories "envelopes" and allocate that amount every pay period? Also, can a page be written that shows how much I've earned, spent, and what is remaining? Quicken 2007 and later has this feature and its was a great way to see from the start how the money is flowing.
01/09/2009 11:46:10
support
Administrator
Re:collapse/expand categories budget?
Thank you for the idea. This is currently not available. We've added this to our to-do list and will reply once completed.
01/08/2009 23:33:59
michael
User
collapse/expand categories budget?
is their any way to collapse/expand the budget categories on the budget page? thanks
