Suggestions
Hi I would like to see an option to set the monthly period... I get paid on the 15th of the month so the money for the monthly expenses doesn't show correctly, it only shows the remaining two weeks of the month.
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1 Posted by avp2 on 18 Feb, 2019 09:01 PM
Maybe setting your dB for a fiscal year that starts on Jan. 15 would work.
2 Posted by rm2426 on 13 Mar, 2019 07:01 PM
I do not know there is a way to actually set a monthly period other than the suggestions already made.
You can Reconcile your Bank Statement to any date after the Bank Statement date to your check Register.
I setup REMINDERS for Auto-pay bills and Bank-Paid bills AND Deposits, to Auto-complete 90 days in advance, Using high contrast in checkbook, these future dated reminders are highlighted from current register transactions, easily distinguishable. Using Estimated amount (average) paycheck deposit as uncleared and then edit/change to actual amount and as cleared, NOT RECONCILED.
This method for each checking account register gives me a snapshot of my balances and transaction for next 90 days, helping me in budgeting, etc. I still reconcile “R”each Checking account transaction at end of each month to the BankStatement transactions. All transactions are entered manually and by using auto-complete I have very few manual entries except to a Cash-Paid-Out Account, saving me oodles of time.
Hope this gives you some other ideas to help out.
Regards, rm2426
System closed this discussion on 12 Jun, 2019 07:10 PM.