[Eric Poulin]

in reply to: Modify repeating entry #4041

The following video explains a little more about modifying a repeating entry breaking it out for the series:
https://www.youtube.com/watch?v=x_MHU78Nf1c

As for modifying the repeating series… modifying “existing” entries changes the current entries as they already exist on your calendar.
Recreating is useful if you are changing the repeating pattern (ie moving from repeating on Fri to Mon).
eventually we plan to simplify this, but that’s the differentiation for now.

[Eric Poulin]

in reply to: Rollover Unspent Expenses #4042

No – category budgets reset at the beginning of each month. We may add this in the future, but no immediate plans.

[Eric Poulin]

in reply to: reconcliation page refresh #4040

Good idea – added to our to-do list.

[Eric Poulin]

in reply to: reconcliation page refresh #4038

If you drag the topmost reconciliation item onto the calendar and it does not disappear, its because the end-of-day balance on the calendar doesn’t match the end-of-day balance as reported from your bank file. Have a look at whats missing. Maybe you have an extra item in your calendar, or are missing something, or the amount on one of the calendar entries is not correct…. Worst case is the day balance previous to the first entry in your bank  file doesn’t match, in which case, you’ll need to either download a bank file that has more history to find the error or add an adjustment entry on the first day of the bank file reconciliation to make the end-of-day balances match.

[Eric Poulin]

in reply to: Feature request: Undo #3929

Nope. Still on our radar, but not a priority at the moment.

[Eric Poulin]

in reply to: Tracking reconciling a transaction #4031

We have that now. If you right click on an entry in the calendar, you can use the “Mark as completed”.
You could use the current “Notes” field to track the original date if you like also. I’m not sure enough people would want to do this to create a new field for it – we want to keep the UI clean and simple and I think you could use the Notes field for what you’re asking.

[Eric Poulin]

in reply to: reconcliation page refresh #4036

Ideally you start at the top of the list of items to be reconciled and then the items simply disappear as you reconcile them.
If you start at the bottom or middle the problem you’re describing does happen. Try starting at the top – its a much better experience :)

[Eric Poulin]

in reply to: Tracking reconciling a transaction #4028

Interesting idea. Yes, I could automate a note, but, can I ask why you want to track the original date? I can’t think of a useful reason to track that date.

[Eric Poulin]

in reply to: billing cycles #4027

No problem. That what these forums are for :)

[Eric Poulin]

in reply to: billing cycles #4025

I don’t understand why repeating weekly would not work.
Since every 28 days is divisible by 7, its going to fall on the same day of the week everytime… So selecting every 4 weeks on a Thurs (if the 28th day is a Thurs) should work shouldn’t it?

[Eric Poulin]

in reply to: what really happened #4023

Sorry, the videos are *the way* to best learn how to use the reconciling feature. The video is only a few minutes long… I’m sure you can find the time :)

[Eric Poulin]

in reply to: Hidden accounts are included when using the "All Accounts" calendar #4021

Showing all entries from all accounts (even hidden ones) is actually by design. When originally designed, we felt some people would want to hide the account tab, but still have those entries appear in their All Accounts tab since those things clearly still affect your overall financial picture… but the more I consider what you’re saying… if those things are still affecting your financial picture… why would you hide the account… and therefore if hidden, we probably should omit from All Accounts.
For example, maybe you have an account for dream-planning, but don’t want those things showing up in All Accounts ever, since they are just plans.
I’m adding this as a bug to be fixed – thanks for stirring our thoughts on the All Accounts tab

[Eric Poulin]

in reply to: ACCOUNT TABS ALONG TOP SHOULD BE RED COLOUR IF NEGATIVE #4019

I like the idea.

[Eric Poulin]

in reply to: Quick Forecast #3974

Not yet, sorry.

[Eric Poulin]

in reply to: Cannot load bank file #4018

Could you please send a copy over to me at epoulin@calendarbudget.com and I’ll have a look.

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