Recent Posts

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CalendarBudget Support / Re: Duplicate entries whe importing recurring transactions
« Last post by Kallen805 on February 06, 2019, 02:29:45 AM »
Thank you for that.  When I last used CalendarBudget, the dragging onto wasn’t there, or I just didn’t know about it.  Anyway, it makes reconciliating so much easier!  I will now start using the app again!
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CalendarBudget Support / Re: Duplicate entries whe importing recurring transactions
« Last post by Eric Poulin on February 04, 2019, 07:13:37 AM »
Have you watched the short tutorial on Bank reconciling?
https://youtu.be/Jk5s1RkBQrs
The idea is your imported transactions get dragged on to the calendar where you already have your future plans. Rather than simply dragging them on to the calendar, if you drag them onto an existing entry it will update that entry. This will prevent a duplication and rather will simply update any transactions that you had as part of your plan. Dragging Bank import entries onto an existing entry will update both the date and the amount of the entry with what actually happened in your bank account.
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CalendarBudget Support / Duplicate entries whe importing recurring transactions
« Last post by Kallen805 on February 04, 2019, 01:42:09 AM »
So, I used the web version two years ago.  Every time I would import my bank statement, it would duplicate my recurring transactions.  1.  Has this happened to anyone else?  2.  What do I do to avoid this?
I really want to try using this again.
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As part of the redesign of the transaction edit screen, this will be addressed. Hoping to have that ready within a week.
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CalendarBudget Support / Re: Reconciliation Problem
« Last post by Eric Poulin on January 12, 2019, 06:05:15 PM »
Yeah, the notifications from this forum platform are not awesome so sometimes I miss posts. We're going to be migrating to a different support form in the coming months. Definitely if you see this happening again let me know, and certainly it will be helpful to get a copy of the file that is causing this problem.
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CalendarBudget Support / Re: Reconciliation Problem
« Last post by mmckeaney on January 12, 2019, 05:19:06 PM »
It's been over two months since I posted this. As I noted in the OP, I checked the qfx and the transactions were there. If it happens again, I'll let you know.
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CalendarBudget Support / Re: Changing Date of Existing Transaction Takes Multiple Tries
« Last post by jedenf on January 07, 2019, 02:59:14 PM »
Thank you Eric! I noticed that too, but saw it more as an annoyance rather than a true bug :) Hopefully you can get both of them worked out soon. I absolutely LOVE your program and tell EVERYONE about it  ;D
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CalendarBudget Support / Re: New category budgets for 2019
« Last post by Eric Poulin on January 04, 2019, 12:12:57 AM »
Category budgets have the concept of a default budget and a specific months override. If you change the default budget that will become the new default for any months that doesn't have an override both past present and future. However if you want to set a specific override for any given month you can do that in the category setup while on the months you want to set the specific budget for.
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CalendarBudget Support / Re: Reconciliation Problem
« Last post by Eric Poulin on January 04, 2019, 12:11:31 AM »
 That is odd indeed. Sometimes items are posted as pending and therefore not actually part of the account history yet. That could be the case here, but if you'd like me to have a look at it, please email the bank file to me at epoulin@calendarbudget.com and specify which entry you should be seeing but are not.
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CalendarBudget Support / Re: Android App - Split Transactions?
« Last post by Eric Poulin on January 04, 2019, 12:07:58 AM »
Thanks, at the moment split transactions is not there but Our intention is to add all of the features available in the browser to the mobile app overtime. Split transactions will be coming very soon as a swipe option on the transactions below the calendar.
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