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mikemyers

14 Apr, 2016 03:40 PM

how can I list an expense to be paid without immediately deducting from the balance? then later actually pay the expense and deduct?

  1. 1 Posted by Ian O on 14 Apr, 2016 04:32 PM

    Ian O's Avatar

    Hi Mike,

    If you go to Tools --> Reminders, you can create a 'Transaction' reminder. This can be scheduled for a future date, and can a one-off or a repeating payment. These transactions can also be entered into the register manually or automatically.

    You can view the 'Reminder Calendar' on the Summary page, by selecting 'Reminders' in the sidebar, or within Tools --> Reminders. The calendar will show all reminders - confirmed, overdue and pending.

    I hope this information is helpful, please let me know if you have any questions.

    Ian O
    Infinite Kind Support

  2. 2 Posted by mikemyers on 26 May, 2016 12:54 AM

    mikemyers's Avatar

    How to enter a stock and/or mutual fund dividend that is invested in
    brokerage money market instead of buying more shares.

    Thank you!

    Mike
    --
    Michael L. Myers
    4809 Mallard Creek Drive
    Mason, OH 45040-7069
    513.204.1414
    [email blocked]

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  3. 3 Posted by dwg on 26 May, 2016 01:04 AM

    dwg's Avatar

    There are a number of approaches you could take, for example you could carry it as a cash balance in your brokerage account.

    What a lot of people like to do is create a security that represents this Money Market account, add it to the investment account, any deposits and withdrawals from it are handled as buy and sell transactions at a fixed price - usually $1. Interest received is entered as a Dividend with a suitable Interest category being used to record it.

  4. System closed this discussion on 02 Oct, 2016 02:33 AM.

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