Financier Forums

Hi, I was wondering if it is easy for you to come up with a way to filter past transactions to find certain transactions in certain envelopes within a date range or with a certain keyword.

I realize that the budget, if we want to use it, is a diary for us to refer to some of our past spending history.

Without this it is  a rather teething problem.

Hi Alex, I was wondering if you would explore the options of crowd sourcing some of the technical complexities you encounter in your head (if there is any). This could be those sections of the workflow you have a problem working out what are the best workflow in a few ways of doing it.

This could simply be a post where you state [WorkFlow Help] and then we will understand the context and see if we can help you get through with it.

Just a suggestion.

This is certainly a value add. but i am not sure the TS is meaning the same thing. What we do right now is use the Labels to put in this information. Here is my implementation:

ah now i understand! thanks for the explanation. so there is no way i can keep track of this unless it is an off budget account

hi,

  I am not sure anyone reported this or whether its new, but i have a transport claim that i declare as a negative budget. when i declare another negative amount next month, the negative amounts do not add up.



this screen shot might show what i am talking about

Scheduled Transactions to me are the main feature that separates the serious budgeting software from the ones that just wants to be called one.

think Android have most scheduled ones, but i am surprise why on webbased ones there is very little. i am not sure if its the technical challenges.