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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?
2 657 12/11/2017 09:15:01
HokieYankee
Role:User
Previous Total
Hello

Where does the field “previous total” generate from?
2 625 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?
2 551 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 1306 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
2 568 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
1 729 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 1248 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?
1 801 12/20/2016 09:29:36
Guest
Role:User
Roll up budget underages
I was thinking that if I could roll up budget underages (that are not carry-overs) I could redirect that money to savings, is there a way to do this?
1 986 10/25/2016 23:44:36
Guest
Role:User
Annual Bills and Budgeting
How should I budget bills that occur only once a year, such as yearly memberships, should those even be tied to my budget? Should I divide the annual bill into 12 monthly payments and then set it to carry-over, then when I pay it once for the year I will meet the entire budget for the bill? I think there must be a better way.
1 864 10/25/2016 23:43:16





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