Bug with my transactions and forecast When I look at my transactions and forecast for the current month but when I look 1 month ahead it skews everything. It takes my current account balance and adds it to the begining of the current month and it screws up the whole forecast
Please help
3
723
05/23/2008 09:55:01
ken
Role:User
Importing Transactions When I am importing transactions that are unnamed at the bank ie. manual checks, bank transactions the name comes up "untitled". Whenever I try to change the name in the import screen it changes the name for all the transactions with the name "untitled". Please help soon. It is frustrating to have to figure it out everytime. Also, why isn't the check number being imported? It shows up on
1
661
04/29/2008 00:16:15
Dan
Role:User
Next In Project Planner, at the bottom of the All Entries list -- when I click on "Next" to move to the next 20 entries, nothing happens.
2
623
04/17/2008 14:18:51
Jennifer
Role:Debt Counselor
Budget Weren't we able to adjust the budget amount before just by clicking it on our budget screen? It isnt there anymore? So how do we adjust a budget amount if it is different then prior months? Thanks
1
662
03/17/2008 12:55:44
James
Role:User
Import Transactions - No "Check For Duplicates" button After I've imported transactions and allocated them to budgets and categories, the screen says to click on the "Check for Duplicates" button. There is no button for that, only a Save Transactions button. This button does not check for duplicates.
2
601
03/13/2008 01:21:50
Dan
Role:User
Task Categories I have all of my tasks categorized. There are times when I like to go through the tasks in a particular category and change some of them to other categories. However, when you open a task and change the category, and then close the task, you are taken to the task list for the new category, rather than being returned to the task list for the original category. So then I have to switch back to th
3
559
03/09/2008 17:42:03
JohnnyV
Role:User
My Budget...Last 2 months When clicking on Last 2 Months, it correctly shows the budget amount for the last two months. However, actual spent is only showing for the last month. It does not add up the actual amount spent for the 2 preceding months. It does work correctly for Year-to-Date.
3
599
03/07/2008 01:35:58
Eric
Role:User
Renaming Payees I imported transactions from my bank, and the payee names are very long -- "POS SAFEWAY STORE 123MAIN ST SPRINGFIELD800-555-5555", for example. When I select "Payees" to see the whole list, I'll see Safeway, for example, listed 5 different times with slightly different long descriptions. The name is hyperlinked, and when i click it I can change it, so all entries are simply "Safeway". How
1
517
03/05/2008 22:58:42
James
Role:User
Adding a credit card from the "My Credit" screen If I attempt to add a new credit card from the "My Credit" screen, the information that is asked for is for a loan, rather than a credit card even though the type says "Credit Card". If you enter data, the system creates a new loan rather than a credit card.
1
535
03/02/2008 14:47:15
JohnnyV
Role:User
Importing into Wrong Account When importing a bank account file (.qif), I go to My Transactions, click on my CREDIT CARD account, then click on IMPORT. After importing the file it brings you to the CONFIRM TRANSACTIONS window. However, it defaults to import into my CHECKING account, so when I tell it to confirm, it imports the transactions into the wrong account. The CONFIRM TRANSACTIONS window should default to the accou
