Search found 5 matches

by james
Thu Jan 29, 2009 10:16 am
Forum: BankTree Personal Finance 2.0 software
Topic: Transfers
Replies: 2
Views: 12372

Transfers

Hi, I had exactly the same issue when I started using Bank Tree last year - in the end I simply created a category called Transfers and a payment type of 'Bank To Bank' So for an account to account transfer you select 'Expense' as the Type (that means is a payment from this account) 'Bank to Bank' a...
by james
Wed May 21, 2008 4:05 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Schedules - Again
Replies: 2
Views: 13164

Schedules - Again

I have been experimenting further with the schedules and need some tips on the following - what do you do if a scheduled payment is extended - I tried changing the date on the scheduled item, but that resets all of the cleared transactions for the schedule in the account back to uncleared! What do y...
by james
Tue May 20, 2008 3:57 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Schedules
Replies: 5
Views: 18522

Schedules

Thank you for that. It does present a bit of a problem - after some fiddling about I did realise that checking the - add to account now box does put the transactions in as uncleared. However, that does leave the question of the relevance of leaving the scheduled item in the schedule as the transacti...
by james
Mon May 19, 2008 10:23 am
Forum: BankTree Personal Finance 2.0 software
Topic: Schedules
Replies: 5
Views: 18522

Schedules

How does the schedule work?

I have entered regular/scheduled transaction details there expecting that on the appropriate date they would appear in the account register - they don't seem to - are they merely reminders or am I missing something?
by james
Mon May 19, 2008 10:21 am
Forum: BankTree Personal Finance 2.0 software
Topic: Reconciled Balance
Replies: 1
Views: 13049

Reconciled Balance

I am trying to find a way to discover the reconciled balance of an account. e.g. a bank statement arrives and you reconcile the transactions. Over the following month, you enter new transactions - some cleared, some not. Using the cleared check box you can easily find the cleared/uncleared balance b...