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Guest
Role:User
Transaction forecast - how to include budgeted items?
I like the transaction forecast feature, but the ending balance forecasted is not accurate because it does not include $$ budgeted for variable expenses, such as gas, food, personal expenses, etc. How do I include those budgeted items in the transaction forecast?
I have searched the help section and could not find anything related to this. Thank you!
1 842 05/07/2018 12:16:56
Teresa
Role:User
Importing csv
When importing csv to account, I'm getting errors saying either I can only have one pay to or amount when I have only one. Any idea what's going on?
1 852 12/16/2017 23:59:09
HokieYankee
Role:User
Default Transaction Date
Hello,

Is there a way to change the default transaction date to be whatever the last date used was as opposed to always using the current date?
2 873 12/11/2017 09:15:01
HokieYankee
Role:User
Previous Total
Hello

Where does the field “previous total” generate from?
2 868 10/27/2017 12:09:01
Carol
Role:User
Changing order of accounts
Is it possible to change the order in which my accounts are shown on the Transactions page?
2 703 09/04/2017 12:28:06
HokieYankee
Role:User
Paycheck Entries
Hello (again),

I have a paycheck entry that has expenses (taxes, insurance, fees, etc). But I also transfer part of my pay to other accounts (401k, savings, loans, etc.) So the NET after all those would go into my default checking account. How should I do this because it seem like the INCOME category only support expenses, but not transfers very well.

Make sense?
17 1544 02/12/2017 10:19:15
HokieYankee
Role:User
Balancing Accounts
Hello,

I see the feature to "Balance Account" on specific accounts, but it only asks for an ending balance. It does not provide an opportunity to flip transactions from unreconciled to reconciled.

Thank you
Malvin
2 660 02/03/2017 09:42:28
HokieYankee
Role:User
Categories on mobile web app
Hello,

When using mobile.budgetracker.com, can you update the display to show "MainCategory: SubCategory" when listing the categories in the mobile web app?

Thanks
MMS
1 839 01/28/2017 18:08:37
HokieYankee
Role:User
Fast search for transaction categories
Hello again,

Is there a way to accelerate finding a category for a transaction by quickly typing it? For example as I tab through the fields for a new transaction, when I get to the categories, I need to use the mouse. I like staying on keyboard as it is faster. Assuming I know what my category is, it would be nice to start typing "dinin..." for "Food: Dining Out"

Make sense?
8 1384 01/10/2017 12:15:23
Guest
Role:User
Text/email alerts?
IS there a way to set up email or text alerts when bills are coming due?
1 1019 12/20/2016 09:29:36





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