That worked. It wasn't showing up in the drop-down box automatically, but now it is. Now it makes more sense to tie it to a category! Thank you!
03/05/2007 18:33:29
support
Administrator
Re:Goals
Thank you for pointing this out. For any goals that do not show up in the drop down, click on the goal amount to update that goal and make sure tie to budget is checked, then click update. This should now show up in your dropdown list. The reason you can't select an existing category is because we need a way to determine if you want to apply a transaction to your goal or just apply to that category. If this is a Goal Category from the start, we know all transactions applied to that category are assigned to that goal. We are looking into adding the ability to select an existing category and having a checkbox on the New Transaction toolbar that asks if you also want it applied to your goal without adding too much complexity.
03/05/2007 11:02:17
JennyC
User
Re:Goals
When I select "tie to category" it doesn't let me select which category it's tied to. I can't figure out how to make it work. Every time I go to 'view transactions' it links to transactions that aren't related to that account. When I tried making a new goal and naming it 'wild category', it didn't show up in the category box, so I couldn't select it using the 'new transactions' side bar.
03/05/2007 10:02:57
support
Administrator
Re:Goals
When creating or updating your goal, make sure you check the box "tie to a category". Then when entering your Transaction, your goal name will appear in the Category list on the Transaction Toolbar. If you dont select a category for your goal, the default is to apply the amount towards your account balance.
02/20/2007 16:51:57
JennyC
User
Goals
I like the goals that you have set up on the my accounts page. But how can those be tied in with the my transactions page? I transferred $10 over to the savings account, and it shows just $10 in there. When I went back to the my accounts page, all my goals showed that I was $10 closer. How would I specify which goal the $10 was for?
