When splitting charges, it would be nice to have a notes/memo field for each split charge as opposed to one notes/memo for the whole transaction.
Thanks MMS
3
2235
01/22/2017 17:50:51
Troy
Role:User
Add Multiple Transactions... Is there a way to add a "check number" function to the "Add Multiple Transactions screen? There have been multiple times this would have been helpful instead of having to go back and enter a single transaction for a check. Thanks!
2
1777
06/16/2016 13:39:51
ozhsv
Role:User
Reminder to update Budget Hi, I have found in the past using budget programs that the biggest problem is not logging in and updating it daily. What happens then is the budget gets out of date and needs to be redone or restarted. So far Ive been pretty good with this program in doing it regularly but it would be great if this application could somehow incorporate a reminder to login. A Windows system notification icon in th
1
2109
02/25/2016 23:55:50
ozhsv
Role:User
Overall Financial Position Overview/Forecast Hi, would it be possible to add a (at a glance) 'Overall Financial Position Overview/Forecast' view or section on the left hand side menu that predicts & shows your financial position over the next 6, 12 mths (or more) based on your current bills/expenses/loan? I am thinking this could be in the form of a time-chart (similar to MS Money)? Additionally it would be good if looking at such a view, fi
Support Multiple Transfers in Splits My mortgage payment is actually a split where a portion of the payment goes to payoff the principal of the loan, a portion goes to pay the interest for the month, and a portion goes into an escrow. However, when I chose to split the transaction downloaded from my bank, I don't have the option to split it into two transfers and one expense.
This capability is present in the paycheck tool, a
1
1636
06/02/2014 00:47:50
Eli
Role:User
Credit Card APR Credit cards typically have two APRs, one for purchases and one for cash advances. However, credit card accounts in BudgetTracker only allow for one APR that is applied to all transactions.
1
1805
06/02/2014 00:47:28
Eli
Role:User
Smart Paycheck Witholdings I'm impressed with what I've seen so far and am considering a subscriptions, but the paycheck tool seems to be missing the most useful feature in income forecasting, smart withholdings.
The more complex implementation would have the user input their withholding exemptions (IRS W-4) and take into account federal and state tax rates.
The less complex implementation would allow the user
1
1801
05/30/2014 22:54:39
Matt
Role:User
Split Credit Card Balances by Interest Rate It would be useful to be able to split credit card balances by interest rate. For instance I have a credit card with two rates of interest on the overall balance. Half of it is the standard purchase rate and half is a 0% balance transfer rate.
Currently the purchase interest rate is applied to the entire balance, so the interest calculated each month is far higher than in reality, as is the
1
1723
01/20/2014 21:59:25
jmr
Role:User
Fractions in stock portfolio I would like to add my fund shares in stock portfolio, but it seems it doesn't allow using fractions in # of shares textbox. Eg. If I try to place 80.150 shares, it's not adding it to my portfolio, but if I place 80 shares, it's OK.
Also when adding a new stock, Date purchased is 00/00/0000. I tried to edit it, but it is still just zeroes.