ivicaSDI have a solution to differentiate whether my category spending is EXPENSE or INCOME : in CATEGORY SETUP set monthly budget to 0, and sidebar on left-hand side will show me in RED if it was EXPENSE or in BLACK if it was INCOME. Those items (INCOME) I can just EXCLUDE from “Category spending” report, and I have accurate info about spending for that month!
ivicaSDI’m currently creating a 30 day email series for new users (it will be available to everyone) that will send you an email ever day for 30 days and help get you in the habit of good budgeting skills while at the same time showing you how to use CalendarBudget. Each email will be VERY brief – less than a 5 minute read and will have some kind of assignment.
When I started using CB, I found 21-day-habit-forming EXTREMELY precious and useful, even though I watched all the videos in 5-7 days! :)
Good idea to make it brief (no one is patient enough to dedicate more than 5 min to one thing!)
Keep up the good work!
ivicaSDI have the same problem in Chrome, but ONLY when current month has a lot of items showing on screen!
On the beginning of the month – it runs smoothly (there are just a few items entered), but at the end of the month it refreshes very slowly!
ivicaSDHi
My budget runs from the 25th to 24th of each month due to my pay cycle.
This means that the budget window which reports on how your doing is always wrong for me.
It would be great to be able to set your budget cycle. Any chance?
Thanks
Emma
Good idea, I also have different pay cycle than budget cycle… but I made a habit of this kind of reporting, and I think I would not change my budget cycle habit… ;)
ivicaSDOne more IDEA on this topic (since I have a need for option like this) :
REPORTS should have some filter (simple checkbox, or radiobutton), which decides whether to use unmarked items for making a report or not.
Example: I look at my CATEGORY SPENDING report for this month, and I see COMPLETED items together with PLANNED ones. I would like to separate them and look at single report for COMPLETED items, or single report for PLANNED ones.
ivicaSDThanks for your reply!
I hope it wouldn’t be too much work to make ONE field for currency rate (which would be manually refreshed by users) and use that rate in All Accounts view. I understand this is not a priority in your development schedule, since I don’t know how many users have multiple currencies…
ivicaSDThank you for your reply!
ivicaSDAs I see this (I should read this topic for another 3-4 times to fully understand the need of wtanksleyjr) – you should make some RESERVATION of your funds. I would open another “virtual” account (named RESERVATION, for example) and transfer funds onto it! Also, I would make another transfer (back) on the exact date of credit pay-off. You could look at it as some savings account.
ivicaSDI think marking of items that have a reminder is a good idea!
wtanksleyjr: you are right, changing colours would be confusing, but bolding the text, or putting small alarm picture next to it would be convinient.
I also think there should be some option to mark multiple items as “Completed”, since I have a lot items per day, some DAY COMPLETED or even WEEK COMPLETED would be very useful in my case… :)
