Search found 5 matches
- Thu Jan 29, 2009 10:16 am
- Forum: BankTree Personal Finance 2.0 software
- Topic: Transfers
- Replies: 2
- Views: 86067
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...
- Wed May 21, 2008 4:05 pm
- Forum: BankTree Personal Finance 2.0 software
- Topic: Schedules - Again
- Replies: 2
- Views: 84675
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...
- Tue May 20, 2008 3:57 pm
- Forum: BankTree Personal Finance 2.0 software
- Topic: Schedules
- Replies: 5
- Views: 124221
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...
- Mon May 19, 2008 10:23 am
- Forum: BankTree Personal Finance 2.0 software
- Topic: Schedules
- Replies: 5
- Views: 124221
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?
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?
- Mon May 19, 2008 10:21 am
- Forum: BankTree Personal Finance 2.0 software
- Topic: Reconciled Balance
- Replies: 1
- Views: 75875
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...