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fmonera
Role:User
Variable interest loan
My mortgage loan interest is referenced to the EURIBOR. It changes every year (almost all mortgages in Spain are of this kind.

I need to override the interest rate of the mortgage loan every year. How can I do that?
2 784 02/05/2010 03:49:59
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?
3 921 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?
1 934 02/04/2010 22:49:46
Danielle
Role:User
Balances aren't correct
The balances in my savings & checking accounts aren't reflecting properly on the Transaction list (which I use 80% of the time) and the My Accounts tab. It is properly displayed when I "Balance my Account" or click on the Transaction Forecast report. Help! I am hoping it is only a bug in the system but right now it is reportly a difference of over $650!
1 780 02/04/2010 19:07:50
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
2 707 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!
3 884 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.
1 714 01/28/2010 13:03:50
fmonera
Role:User
Auto select categories when importing
Is the system able to auto-select the category of a transaction based on the payee name?

It is very hard to check every transaction each time. Many times a simple matching rule would do that.
2 720 01/27/2010 06:02:14
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.
2 773 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
3 707 01/26/2010 00:00:16







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