trying to learn the program so I can use it-------------

dennis nielsent's Avatar

dennis nielsent

19 Jun, 2020 01:31 AM

I'm trying to set up a category split ei; paying my tax bill with 5 different properties to keep seperate----
how do i set up a category so that i can choose it next year and not have to recreate it--
I thought i had it but only found that I had created a whole new batch of categories totally outside of the transaction
can you help?

  1. 1 Posted by dennis nielsent on 19 Jun, 2020 01:34 AM

    dennis nielsent's Avatar

    i have yet to even be able to identify having received a response to the 3 or 4 inquires I've made

  2. 2 Posted by mhoggie on 19 Jun, 2020 02:01 AM

    mhoggie's Avatar

    just a user,

    First of all I would create sub categories under Property Tax for each property so you can track each individually. Then if you are paying all together, you can split the expense category to show amounts to each unique property. All that is fairly straight forward. Not sure what you issue was with batches of categories outside the transaction.

  3. 3 Posted by dwg on 19 Jun, 2020 02:51 AM

    dwg's Avatar

    I'm a fellow user.

    It is not clear to me how you are entering the transactions.

    Categories are available to all accounts within the data set, they cannot be limited to a specific account or for use with a specific transaction. Perhaps you are referring to memorising a transaction for future use in which case I would suggest you look at reminders.

    You might find it helpful to look at the various articles in the knowledge base about using the software, The knowledge base is effectively the online manual for the software, the entry point is:

    https://infinitekind.tenderapp.com/kb

    I cannot find any other questions you have asked, perhaps they were marked as private.

  4. 4 Posted by Dennis Nielsen on 19 Jun, 2020 12:09 PM

    Dennis Nielsen's Avatar

    thanks for the response-- I have done just as you suggested, but when I enter the category under the check I have written, as property taxes, it does not bring up a split screen?? how do I enter the splits
    also is there a shortcut way to find the category item desired other than sifting through the complete list?
    appreciate you help-----still confused but hopefully getting there

        On Thursday, June 18, 2020, 8:01:27 PM MDT, mhoggie <[email blocked]> wrote:

      #yiv1136608245 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv1136608245 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  5. 5 Posted by mhoggie on 19 Jun, 2020 01:24 PM

    mhoggie's Avatar

    just a user,

    The SPLIT function should be at the very top of your category listing popup, or you can press Control L to open. Then just add as many splits as you need and enter the specific descriptions, amounts, and categories as needed.

    Here is some info from the knowledge base
    https://infinitekind.tenderapp.com/kb/register-and-transactions/entering-transactions

  6. 6 Posted by Dennis Nielsen on 20 Jun, 2020 12:49 PM

    Dennis Nielsen's Avatar

    got that thanks-- is it possible to save a split for future use, tied to a transaction which is used over and over

        On Friday, June 19, 2020, 7:24:21 AM MDT, mhoggie <[email blocked]> wrote:
     
      #yiv6559100977 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6559100977 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  7. 7 Posted by Dennis Nielsen on 20 Jun, 2020 12:53 PM

    Dennis Nielsen's Avatar

    ok thanks for the response to my email-- i'll do some research and read up a little. thanks again

        On Thursday, June 18, 2020, 8:52:31 PM MDT, dwg <[email blocked]> wrote:

     #yiv6434216423 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6434216423 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  8. 8 Posted by mhoggie on 20 Jun, 2020 01:35 PM

    mhoggie's Avatar

    just a user,

    The easiest way to save a transaction for future use is to right click the transaction with the split and select "Create reminder from transaction" . Or you can go to Tools, Reminders, and create your transaction with splits to use for a future date.

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