Transaction forecast - how to include budgeted items? I like the transaction forecast feature, but the ending balance forecasted is not accurate because it does not include $$ budgeted for variable expenses, such as gas, food, personal expenses, etc. How do I include those budgeted items in the transaction forecast? I have searched the help section and could not find anything related to this. Thank you!
1
2390
05/07/2018 12:16:56
Teresa
Role:User
Importing csv When importing csv to account, I'm getting errors saying either I can only have one pay to or amount when I have only one. Any idea what's going on?
I have a paycheck entry that has expenses (taxes, insurance, fees, etc). But I also transfer part of my pay to other accounts (401k, savings, loans, etc.) So the NET after all those would go into my default checking account. How should I do this because it seem like the INCOME category only support expenses, but not transfers very well.
I see the feature to "Balance Account" on specific accounts, but it only asks for an ending balance. It does not provide an opportunity to flip transactions from unreconciled to reconciled.
Is there a way to accelerate finding a category for a transaction by quickly typing it? For example as I tab through the fields for a new transaction, when I get to the categories, I need to use the mouse. I like staying on keyboard as it is faster. Assuming I know what my category is, it would be nice to start typing "dinin..." for "Food: Dining Out"
Make sense?
8
2443
01/10/2017 12:15:23
Guest
Role:User
Text/email alerts? IS there a way to set up email or text alerts when bills are coming due?
