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Peter
Role:User
Allocating money for future bills
What is the best way to allocate money each month to future bills? For example if I have an annual tax that I must save $3600 to pay, I would like to be able to allocate say $300 each month for this bill. I would also like to be able to know what the current running balance I have allocated for this bill is.
5 1394 10/16/2015 10:40:02
Villas
Role:User
Reports and Graphs
In "downloading" I'm trying to download Expenses vs Income transactions but only getting July/August. Not sure what is happening??? Thanks.
6 1194 08/01/2015 18:14:31
Misty
Role:User
Is anyone able to view the Income statement report?
I am new user. I set up a simple, sample budget to try. When I pull the income statement report, it is blank even though i have entered income and expense. Can someone help? Thank you!
1 1308 06/11/2015 16:10:57
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!
2 1226 12/28/2014 15:16:44
Guest
Role:User
Reccuring Transactions
Is there a way to set up a reccuring transaction that will happen every single week without fail?
1 1285 05/20/2014 01:09:23
JennyC
Role:User
Transfers
I like that when I go to the "new transaction" bar (on the right side for me), it doesn't take me to a new page when I need to add a transfer. However, it won't let me add the transfer unless I select the payee in the top box. When I do that, the transaction on my log doesn't show "bank A to bank B," it just shows "bank a." This is frustrating when I have different transfers coming and
1 993 05/02/2014 01:08:32
JennyC
Role:User
Payee name is blank.
On the "my bills" page, I added two new bills. They are showing up as blank under the name. I can add the bill, but the "payee/merchant" is showing up blank, too. After I enter the transaction, the payee name is "Untitled" instead of showing that the transaction is actually a transfer. If you look at my account, the bills are listed on the 15th and 16th (look at May, not April).
4 1103 04/18/2014 01:10:49
JennyC
Role:User
Adding new accounts
I've been using your website for years, and I love it.

When I go to 'my accounts' from my navigation side tab, I go to my accounts list. There is a button for 'new account' but sometimes when I click on it, nothing happens. I have to click on my accounts or refresh the page to get the boxes at the bottom to show up to make a new account.

Then, after I sucessfully creat a new account
2 1051 02/11/2014 01:46:13
Charlene
Role:User
Merchant showing up in wrong sub-category
When I record transaction, the account for payee is showing up as 'household', but I want 'groceries'. I have gone into 'merchants/payees' & it shows up there as 'groceries'- how do I have that show up when I record transaction?
1 908 02/02/2014 15:26:00
Catherine
Role:User
Payment went through but ....
I paid for a yearlong subscription today. As I always do, I then cancelled the automatic payment option. I didn't realize that would actually the account for the upcoming year that had just been paid for. Would you please refund the $29.95 payment and I will start over. Thank you.
3 1066 12/12/2013 00:17:55







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