Comments on: A bunch of small updates http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/ Easy online money management Sun, 14 Mar 2010 01:30:46 +0000 http://wordpress.org/?v=2.5.1 By: William Duke http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15585 William Duke Sun, 23 Nov 2008 22:11:56 +0000 http://www.buxfer.com/blog/?p=93#comment-15585 Hi, I am a very happy user of Buxfer. It is much better than any other such site I've tried, including Yodlee. Anyway, I everytime I click on "reports" now there is a crash. I've reported it on the screen that pops up. Your help will be appreciated. Best, William Duke Professor of Mathematics, UCLA Hi,

I am a very happy user of Buxfer. It is much better than any other such site I’ve tried, including Yodlee.

Anyway, I everytime I click on “reports” now there is a crash. I’ve reported it on the screen that pops up.

Your help will be appreciated.

Best,
William Duke
Professor of Mathematics, UCLA

]]> By: Brandon http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15376 Brandon Sun, 16 Nov 2008 18:16:34 +0000 http://www.buxfer.com/blog/?p=93#comment-15376 Ah, never mind - I think I found it under the "View" option on the Reports tab. However, what I'd really like to see is a categorized listing of my Income / Expenses. In other words, how much did I make from Salary, and from dividends? How much did I spend on charity, mortgage interest, etc? (So, a list of each tag or tag category, with the total for that tag next to it). I think this kind of report is essential - especially if using it to help with taxes. (Obviously since transactions can be assigned to more than one tag, every transaction would need to show only under its default (first) tag to avoid showing duplicate amounts. Maybe this is in here and I've missed it. If so, let me know. Ah, never mind - I think I found it under the “View” option on the Reports tab.

However, what I’d really like to see is a categorized listing of my Income / Expenses. In other words, how much did I make from Salary, and from dividends? How much did I spend on charity, mortgage interest, etc? (So, a list of each tag or tag category, with the total for that tag next to it). I think this kind of report is essential - especially if using it to help with taxes. (Obviously since transactions can be assigned to more than one tag, every transaction would need to show only under its default (first) tag to avoid showing duplicate amounts.

Maybe this is in here and I’ve missed it. If so, let me know.

]]> By: Brandon http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15375 Brandon Sun, 16 Nov 2008 18:10:43 +0000 http://www.buxfer.com/blog/?p=93#comment-15375 I'm very excited about the Income / Expense report. But I'm not seeing an option for it on the Reports page. How do I access this report? I’m very excited about the Income / Expense report. But I’m not seeing an option for it on the Reports page. How do I access this report?

]]> By: Wm Tanksley http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15343 Wm Tanksley Sun, 09 Nov 2008 03:45:22 +0000 http://www.buxfer.com/blog/?p=93#comment-15343 Eww, sorry about those quotation bars. I wish I could edit... The last deeply nested "quote" is actually my reply to your "in that case..." quote. Sorry. Eww, sorry about those quotation bars. I wish I could edit… The last deeply nested “quote” is actually my reply to your “in that case…” quote.

Sorry.

]]> By: Wm Tanksley http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15342 Wm Tanksley Sun, 09 Nov 2008 03:43:01 +0000 http://www.buxfer.com/blog/?p=93#comment-15342 <blockquote>Hmm .. have you setup transactions to be automatically downloaded from your bank?</blockquote> Yes, I forgot to mention that-- that's the problem. <blockquote> In that case, you can just choose to not let reminders add that transaction automatically (they will still show up on the summary page, and you will receive an email) There is a checkbox saying ‘Add copy of this bill to my account on due date’ which you can unselect while creating the reminder …<blockquote> Yes, that works nicely; I've been trying to go through all my reminders and find any that I accidentally left checked before I realized what a disaster it causes. There are still two problems. 1. This doesn't work for repeating transactions, only for bill reminders. 2. I'm not sure I got all of them -- I can't find any way to view a list of my reminders, only a calendar, and that includes a lot of repetition. May I suggest: it would make sense if automatically copied transactions were entered as "Status: Pending" instead of "Status: Default". That way I wouldn't have to worry -- the totals would come out OK.

Hmm .. have you setup transactions to be automatically downloaded from your bank?

Yes, I forgot to mention that– that’s the problem.

In that case, you can just choose to not let reminders add that transaction automatically (they will still show up on the summary page, and you will receive an email) There is a checkbox saying ‘Add copy of this bill to my account on due date’ which you can unselect while creating the reminder …

Yes, that works nicely; I’ve been trying to go through all my reminders and find any that I accidentally left checked before I realized what a disaster it causes.

There are still two problems.

1. This doesn’t work for repeating transactions, only for bill reminders.
2. I’m not sure I got all of them — I can’t find any way to view a list of my reminders, only a calendar, and that includes a lot of repetition.

May I suggest: it would make sense if automatically copied transactions were entered as “Status: Pending” instead of “Status: Default”. That way I wouldn’t have to worry — the totals would come out OK.

]]> By: Shashank http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15335 Shashank Sat, 08 Nov 2008 04:01:03 +0000 http://www.buxfer.com/blog/?p=93#comment-15335 <blockquote> I’ve actually missed paying a couple of bills because it appeared that they’d already been entered in Buxfer. </blockquote> Hmm .. have you setup transactions to be automatically downloaded from your bank? In that case, you can just choose to not let reminders add that transaction automatically (they will still show up on the summary page, and you will receive an email) There is a checkbox saying 'Add copy of this bill to my account on due date' which you can unselect while creating the reminder ...

I’ve actually missed paying a couple of bills because it appeared that they’d already been entered in Buxfer.

Hmm .. have you setup transactions to be automatically downloaded from your bank? In that case, you can just choose to not let reminders add that transaction automatically (they will still show up on the summary page, and you will receive an email) There is a checkbox saying ‘Add copy of this bill to my account on due date’ which you can unselect while creating the reminder …

]]> By: Shashank http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15334 Shashank Sat, 08 Nov 2008 03:58:30 +0000 http://www.buxfer.com/blog/?p=93#comment-15334 arco, I think that should be fixed. If not, let me know. arco,

I think that should be fixed. If not, let me know.

]]> By: arco http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15331 arco Fri, 07 Nov 2008 18:24:24 +0000 http://www.buxfer.com/blog/?p=93#comment-15331 Unfortunately, I still get an annoying issue related to auto-tagging of repeating transaction. I have an auto-tagging rule set up, and a repeating transaction. When the transaction is added it has no tags, i have to got Edit, click on the TextBox with description, then click somewhere else, and only after that the tag appears. Unfortunately, I still get an annoying issue related to auto-tagging of repeating transaction.
I have an auto-tagging rule set up, and a repeating transaction. When the transaction is added it has no tags, i have to got Edit, click on the TextBox with description, then click somewhere else, and only after that the tag appears.

]]> By: Wm Tanksley http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15328 Wm Tanksley Fri, 07 Nov 2008 15:14:21 +0000 http://www.buxfer.com/blog/?p=93#comment-15328 On an almost unrelated issue... Would it be possible someday to allow me to change my repeating transactions to Bill Reminders, or to change the Status to "Pending", so that my accounting doesn't get all messed up simply because I entered a reminder? I've actually missed paying a couple of bills because it appeared that they'd already been entered in Buxfer. Almost equally bad, all my bank balances are wrong and I can't tell which transactions are the phony ones (they're not exact duplicates because the amounts aren't fully predictable and the text doesn't match). On an almost unrelated issue… Would it be possible someday to allow me to change my repeating transactions to Bill Reminders, or to change the Status to “Pending”, so that my accounting doesn’t get all messed up simply because I entered a reminder? I’ve actually missed paying a couple of bills because it appeared that they’d already been entered in Buxfer. Almost equally bad, all my bank balances are wrong and I can’t tell which transactions are the phony ones (they’re not exact duplicates because the amounts aren’t fully predictable and the text doesn’t match).

]]> By: doune http://www.buxfer.com/blog/2008/11/05/a-bunch-of-small-updates/#comment-15325 doune Fri, 07 Nov 2008 12:18:38 +0000 http://www.buxfer.com/blog/?p=93#comment-15325 Thanks to have had the schedule link below the reminders. It's very useful. Thanks to have had the schedule link below the reminders. It’s very useful.

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