Thank you for the feedback. This brings up a new issue to think about. The question is should Transactions that are tied to a Bill be recorded in My Budget in the month the Transaction was entered or the month the Bill tie occurs in. We will be opening a new Message Board category to involve our users in these types of decisions. We will also be looking into a way to make multiple Transactions tied to a single Bill.
10/10/2006 01:43:04
rebecca
User
Re:Paying monthly bills
OK. That should work. Except...
Here's my specific problem right now. I have a bill that's due Oct. 1. I paid half of the bill with a transaction date of Sept. 28. That transaction is tied to the Oct. bill, but on the My Budget page, it appears in the Sept. budget. I want it to appear in the Oct. budget.
Then on Oct. 10 I paid the 2nd half of the bill due on the 1st (yes, late, I know!). This time I did as you suggested and used the same category tied to the bill/budget and just did a quick transaction. That one shows up fine on the My Budget page. But the My Budget page indicates still need to pay half the bill, because the first half was actually paid in Sept.
Make sense? Help?!
Thanks.
10/09/2006 18:40:08
support
Administrator
Re:Paying monthly bills
The current structure will only allow one Transaction to be tied to a Bill. If you have a Budget Category tied to that Bill though, you can create another Transaction from the Transaction Toolbar with that same category to appear on the My Budget page.
10/09/2006 18:21:15
rebecca
User
Paying monthly bills
Sometimes I pay a monthly bill with 2 separate transactions. I don't suppose there's a way to tie 2 transactions to one bill is there? Or some other way to handle this situation?