Hey John. Will I be able to look several months ahead in my register to see what my finances look like in the future? Also will I be able to create "dummy" accounts where I can take money out and save it in another account so it looks like it isn't in my checking account at a glance but really is there. I kinda use this as a savings and also as a buffer in my checking account in case of emergencies. :)
Yeah, I was more talking about my American Express, Capital One, Macy's card and stuff like that. I'll give it a shot and see if I can figure it out. Tx for all the help!!!
What kind of problems have you run into with the credit card transaction import? Because that is kind of a big deal in my opinion, especially if you want to utilize the budgeting features. That way you can run down the list and categorize them, but I can tell you right now, I would never end up taking the time to enter them all manually (i don't think many people would).
@ucyi12bu The problem I had was downloading them from within iBank. I haven't taken the time to figure that out. What I do to get around that is I just go to my banks website and download them from there and import them. Just a couple added steps to do it this way and a lot easier than manually entering them. Hope this helps.
What I'm looking for John is a program that can in an updated and accurate fashion, conjoin my accounts to give me one consolidated net worth number. I think I could definitely get some advantages out of some of the other features, but primarily thats what I'm looking for, a one stop shop.
When you click download, does it download transactions for all accounts set up to import or just the one highlighted. Also can you setup credit cards to import transactions? Tx. John
@ucyi12bu Yes when you click download it will download all transactions for all accounts you have setup to download from online. They do support credit cards for downloading from within the program but I haven't been able to get my mine to work.
John, How do take a 60 page report and reduce it to 30 pages? I have tried the
forums, but not help. In quicken I was able to take a two page report and reduce it to fit on one page.
tks18 6 months ago
@tks18 I don't think you can. I tried to find a way to make 2 page report into a one page report but couldn't figure it out sorry.
Mac4Life83 6 months ago
Hey John. Will I be able to look several months ahead in my register to see what my finances look like in the future? Also will I be able to create "dummy" accounts where I can take money out and save it in another account so it looks like it isn't in my checking account at a glance but really is there. I kinda use this as a savings and also as a buffer in my checking account in case of emergencies. :)
trishrh 1 year ago
@trishrh Yeah it's a great program isn't it. Thanks for the comment.
Mac4Life83 1 year ago
Thanks john for the tutorial. Great tutorials, you seem like a good man.
Cambaudio 1 year ago
@Cambaudio Thanks man. If there's anything you want me to do a video on I'm up for suggestions.
Mac4Life83 1 year ago
Yeah, I was more talking about my American Express, Capital One, Macy's card and stuff like that. I'll give it a shot and see if I can figure it out. Tx for all the help!!!
ucyi12bu 1 year ago
What kind of problems have you run into with the credit card transaction import? Because that is kind of a big deal in my opinion, especially if you want to utilize the budgeting features. That way you can run down the list and categorize them, but I can tell you right now, I would never end up taking the time to enter them all manually (i don't think many people would).
ucyi12bu 1 year ago
@ucyi12bu The problem I had was downloading them from within iBank. I haven't taken the time to figure that out. What I do to get around that is I just go to my banks website and download them from there and import them. Just a couple added steps to do it this way and a lot easier than manually entering them. Hope this helps.
Mac4Life83 1 year ago
What I'm looking for John is a program that can in an updated and accurate fashion, conjoin my accounts to give me one consolidated net worth number. I think I could definitely get some advantages out of some of the other features, but primarily thats what I'm looking for, a one stop shop.
ucyi12bu 1 year ago
@ucyi12bu This program will give a total net worth all all your accounts.
Mac4Life83 1 year ago
When you click download, does it download transactions for all accounts set up to import or just the one highlighted. Also can you setup credit cards to import transactions? Tx. John
ucyi12bu 1 year ago
@ucyi12bu Yes when you click download it will download all transactions for all accounts you have setup to download from online. They do support credit cards for downloading from within the program but I haven't been able to get my mine to work.
Mac4Life83 1 year ago