paying off loans and credit cards When I put in a transaction i have the payee either my loan or my credit card. How do I link them, so when I make a transaction with money withdrawing from my checking account, and paying a bill.. have it remove the amount from my loan/credit card? I tried adding two transactions but it didn't seem to work right. I really like having all those account on their, but it seems useless if they don't l
1
1226
02/16/2015 12:05:39
Guest
Role:User
Set up subaccount/ additional user I have bought the family package but cannot see how to invite my husband as a user nor setup the aub account. I understadn sub accounts are how to create extra users.
1
1165
01/26/2015 09:22:07
Villas
Role:User
Reports & Graphs, Download Data, Budget vs. Spent A few weeks ago I was able to download Budget vs Spent into an Excel Spreadsheet. However, today I can't download anything for Budget vs Spent?? Please help!
Entering Receipts I'm helping my mother set up this account to see where her money is going and to help her stay on track. Where do you enter your receipts. Grocery Receipts, Gas Receipts, ETC. After a few months then we can figure out how much to budget each month.
1
908
09/13/2014 18:51:08
Guest
Role:User
Reccurance to semi-monthly How come when i add a budget item it will not have the reccurance of semi- monthly. i can set it as a bill for semi monthly but when i go back into the bill it will not have the chose of semi -monthly
2
1036
07/27/2014 17:57:50
Guest
Role:User
checking paying off loan set up Why when i want to make a loan payment from my checking account does it not take it out of my loan account. the only way to make it subtract from total amount of loan is by doing a transfer. Can i not add a new transfer an sent the payee as the loan and it subtract from the loan amount set up?
2
959
07/16/2014 11:08:43
Guest
Role:User
Income Why is it when i enter an income paycheck with from two different payees that are going to the same account show up on the budget envelope different. How do you combine these instead of breaking them apart?
1
959
07/13/2014 19:56:37
Guest
Role:User
How to import transaction as transfer In OFX import, how to set a transaction as a transfer operation from account A (selected in import process) to account B?
As well, how to set an imported transaction record (uncategorized) as an transfer?
regards,
1
981
06/17/2014 01:13:29
LondonT
Role:User
Postpone Bill - New User Is there a way to postpone a recurring bill due date without affecting subsequent dates. for example Mortgage due 30th, want to postpone to 15th (grace period) just for current month and then have subsequent months still show up on due date of 30th.
