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I am unable to access my brokers account and can’t seem to add my credit union credit card. Help

Hi:
Can I temporarily exclude a month to more accurately reflect long term trends (e.g. exclude the month I get my bonus/pay taxes)?
Thanks!

Great improvements and improved stability. Would be excellent to be able to add cash transactions paid from another, not included, source. The split ability does not work because an existing atm transaction of, say, $300 cannot be split into a total of $800.

Thanks!

Bob

How about “by popular demand” you release a blackberry app? You know, the most popular smartphone…

The option to add a manual account (or multiple) would help so much for cash and for credit Union accounts that won’t link. Unfortunately I can’t totally use this until then. Seems like such an easy solution I can’t believe they haven’t added it yet.

I use multiple brokerage accounts as checking and savings accounts, so my cash always gets lost in my investments section. It would be great to be able to classify a brokerage account as a checking and/or a savings account!

Is there a way to add a calendar feature? This would solve a few problems listed below me– You could set a range of dates, or a single date using click and drag like you can with months, but with days at a time instead. For instance, you could set Sunday, Dec 20, through Tuesday Dec, 22 as last minute gift shopping time you’ve set out; you plan to spend another $500 at the most. Or, let’s say that the 5th of every month your phone bill is due, and at most it’s averaging $160 a month. Now you have a more accurate plan that would be more practical to daily life. Also, incorporate into this type of budget a means to automatically make the payments for the day(s) you have picked out match up with what you’ve budgeted, ’cause chances are the actual payments you make would be in the category you have planned. But what happens if you have two budgeted items that overlap on days? For instance, say my Well, you could have a graph or chart in the day, that had an accurate scale for what you’re spending/making (out of the total spent/made that day.) Wouldn’t this also help in projecting for the future what you’re already going to be spending, and what you’ll be making? Something similar to your projected savings for credit cards, or savings accounts, etc., on the “Ways to Save” tab, but tailored to your spending habits, and your income management–Who wouldn’t want to see what’s left at the end of NEXT month by changing what’s spent in the current month? Also, can you make it easier to access my credit union’s info? I have a savings account and a checking account, a credit card, and a loan out from my credit union, and when I log in there’s everything all on one page. Why am I only allowed to see my savings and checking account on here when they’re all on the same page? Is that the problem? Nonetheless though, I love this product, and I can’t wait to see the next improvements! (I understand it takes a while to code things, but don’t make us wait too long for a taste of something new! We are needy people!)

I am in transition and my income is scattered between real estate and art I have one checking account for most of my financial activity debit/credit,.bill pay, deposits, online payments and a couple of savings money market accounts kids college & investment. I Had access to quick books pro so I have been using it for a couple of years to log in all of my transactions. It is set up for companies only so right there I am frustrated it all seems so confusing to me, I just want to keep track of everything for taxes and to help me make financial decisions. Still trying to barge through my mental block with numbers and finances I am totally winging it and just use QBP to record all the activities that go on in my checking accounts, I set up separate check registers for the two other accounts. Every single check or debit or deposit is recorded as vendor, even if it is a person I just put vendor is that right? Then you must choose account so I have all kinds of things from groceries, auto, to “money I transferred from savings” another is rebates (i didn’t know if that was income or expense) etc…. I really feel like I am way off track because I just want to see how much I spend on groceries and the reports are mumbo jumbo to me, annual reports profit and loss, etc Is there a different software that I should be using? What is everyone else doing? Why am I so confused?

Is there a way to add my Federal student loan accounts?

Idea for a future feature update:

Within the transactions area, while setting a particular transaction business/location to ALWAYS be a particular category, it might also be nice to ALWAYS tag something as reimbursable by applying criteria (like if the dollar amount is +/- $1.00).

As an example, I pay for monthly fuel (and other things) that at the end of the month I am reimbursed for. I keep track of these now by always spending the same amount each time at the pump, so my example criteria is ALL Gas & Fuel categorized transactions, that are $25 (+/- $1.00) should also ALWAYS be tagged as Reimbursable, etc

Clicking on a bank account lists transactions as seen in the bank account which is great. However, once you pick a transaction and split it into several categories, all the split amounts are shown. It would be great if you could have a toggle on/off switch to show only the summary transaction as opposed all split transactions.

Please make an app for Blackberry – we’re all waiting for it

Is there a way to set my next months budget right now? I can seem to find it.
Thanks you!!!