Topics
 
Main > Help
Guest
Role:User
Transactions from other accounts not reflecting in budget
When I make transactions in my second account they do not show up in my budget. I have a 'Food:Groceries' budget and transactions I log agains Account1 show up in the budget but tranactions made in Account2 don't. If I move the transactions in Account2 to Account1 then it reflects on the budget.

Is there something I need to do to get other accounts to affect my budgets?

I am a new u
2 900 06/22/2013 18:50:17
Alex
Role:User
Partial paycheck payment (income record) and multiple transactions
Partial payment (by multiple transactions) is already implemented for paying bill. But looks like it's not supported for Income.
For example, I've received a partial paycheck and the rest of the amount later. Can I bind the 2nd one to the same income record?
Currently I have to record it separately so the income record has an overridden amount less than it should have.
1 1076 05/20/2013 21:06:16
Alex
Role:User
Is it possible to make Transaction Type to be Blank by default?
Currently transactions in Checking account (i.e. Debit card) has Type=Debit by default what I don't need. is it possible to change this behavior?
1 1029 05/20/2013 21:05:36
Alex
Role:User
Transation 'Opening Balance' on Jan, 1 2012/2013
I notice a looks like automatically created transaction described as 'Opening Balance'. What is its nature? Is it mandatory? Can it be deleted?
1 967 05/05/2013 11:38:05
Alex
Role:User
How to sync category customization between accounts?
I added my wife's account and now want to sync categories between our accounts. How can I do it? Tip me please.
2 925 05/03/2013 23:57:07
BoredRedhead
Role:User
Customized budget?
I really only want to see the budget for those items that aren't fixed costs--i.e. no utilities, mortgage, subscriptions, etc.
Is there a way to eliminate certain items from my budget without affecting the bills themselves or the transactions to which they're attached?
1 958 04/30/2013 00:04:20
Alex
Role:User
How to pay bill by two existing transactions?
I'm trying to mark a bill paid by two existing transactions.

Say bill is currently not paid. I can click Record and then Pay with existing Transaction. It will mark bill Partially Paid. Clicking on Partially Paid next time will open that transaction (first from two).

Or I can open an existing transaction and choose Pay Existing Bill. Once use against a particular bill this link is no
6 1007 04/09/2013 02:57:23
Jason
Role:User
Income not showing fully on budget
Like many we are two incomes.

I set my income up with two separate entries since I get paid the 15th and last day of the month.

My wife however gets paid bi-weekly and I set hers up as such. For some reason though it shows the income correctly for both of us in the My income section, but on the budget only one of her income instances shows up for each month. Not the second one, so
4 997 04/09/2013 00:02:29
Guest
Role:User
Changing the budget turnover date?
Is there a way to do this? Can't find it if there is.
3 1017 02/04/2013 00:31:07
Pamela
Role:User
Allocating in Envelope View/Budget view monthly only?
I'm trying to figure out the best way to view my budget from a biweekly view instead of monthly. I think envelope view could do this for me, but I can't seem to figure out how to alter the amounts in the 'Allocated' column. Where is this recorded?

Also, is there a way to change the budgeted view from monthly to biweekly? If not, maybe even being able to view the bill due dates in the budget
1 1044 01/24/2013 15:44:22







© 2003-2026 BudgetTracker, Inc. All Rights Reserved.
 

Need Help?

Visit our Knowledge Base for help articles, tutorials, and answers to common questions.

Open Knowledge Base