How Balance Account works When you first click on the balance account link either on the My Accounts page or under the account transactions on the My Transactions page, you are presented with 3 options: Balance only cleared or reconciled transactions Balance all transactions including unreconciled Reconcile all unreconciled transactions.
The first option is mainly for users who write checks and want to vali
Cleared: The check has been recorded at your bank. You know the check has been recorded.
Reconciled: The check has cleared the bank and funds have been deposited. This usually happens at t
Welcome to Tips We'll be using this section for creating tips to make it easier to find those not so easy things to do on the BudgetTracker Site. Feel free to post your own tips you've found when using the site or ask questions that we can post a tip on.
Applying a category to multiple unique transactions One of the problems when importing your transactions is that the payee name can be unique for each transactions with a reference number. You can fix this on the import by applying a rule that will convert the payee name to something more common (for example: Starbucks 33323151 would convert to just Starbucks). However, if you've already imported your transactions as is or want to leave the payee n