My Budget When I go to My Budget all I get is the Expense info. Something has happened to my Income section and the summary data at the bottom.
2
849
02/05/2010 20:31:23
Mike
Role:User
Business CRM phone log and PDF attachments Using the business crm, where do I log specific calls made to clients, prospects, and leads? Where do I attach PDFs sent to me by my client, prospect, or lead, so that it is viewable when I open that client, prospect, or lead? Can my "sub account"/employees view those clients, prospects, and leads I assign them, and can they view the PDF I have attached to that client, lead, or prospect?
3
973
02/05/2010 02:18:42
Linda
Role:User
Delete Cash Account I need to delete my cash account under savings, but there isn't a box to check or a garbage can next to the account name. I tried to go into the account and do it. I clicked on close account, but nothing happened. How can I do this?
1
987
02/04/2010 22:49:46
Cyndi
Role:User
NOTES When I initailly set up MY BILLS there was a spot for NOTEs - how do I go back and add nows to an existing MY BILL
2
764
01/29/2010 22:49:45
JennyC
Role:User
Deleting transactions button Did the 'delete transaction' button disappear? It's not where it used to be, and I can't seem to find it!
3
943
01/29/2010 12:15:45
kimberly
Role:User
budget tracker why is my budget listing my bills total and then listing the bills in categories again, giving me a false expense total.
1
765
01/28/2010 13:03:50
Atala
Role:User
autosync - not pulling in credits, just debits On my mastercard account that is on autosync, I'm not seeing any credits to the account (like card payments I've made or purchase refunds), I'm only seeing the debits.
2
838
01/26/2010 00:02:16
YC
Role:User
Account Duplicates My accounts from my bank have duplicated. Now I have 2 of each account. One where the transactions were accepted by me and another where the transactions are pending approval. I tried to delete the accounts but all I could do is to close them which doesn't help because the transactions are still displayed in the budget.
Getting frustrated. This with the problems I have with autosynch are no
3
768
01/26/2010 00:00:16
Liese
Role:User
When Bils are paid they are not showing up right Please help, I have set up both accounts for the payments that need to be made each month, and then a bill for each of those payments, when recorded the bill it shows up correctly in the transactions part of the program, however, the payments are not being subtracted from the balance owed in the accounts portion. What am I doing wrong? I assume it must be a fairly simple step I have missed but c
1
733
01/16/2010 17:12:49
jim
Role:User
cash can i continue adding my cash up throughout the year