I want to be able to use budget and or cash flow (edited)

jimsula

I have a fixed SS income direct deposited into checking on the 4th Wednesday of the month. most of my expenses are either paid via a single credit card or auto paid from checking. Do I still use "bill pay reminder" for expenses to get a cash flow projection? Certain months my SS deposits are five weeks apart which has a big impact on cash flow.

Jeff Bowman

Hi Jim,

Yes, use the "add reminder" for either deposits or expenses - I do this exact same thing for my budgeting (except I'm not on SS so I get paid every two weeks).

You'll be able to select a a frequency (eg ef 2 weeks ) or static date ( 4th Wednesday).

Select the transaction, right click and "Add reminder". to the right of the DUE DATE (second entry) will be the option to change the due date in blue (this is the frequency) click the word "Change".

The default frequency ("How often") is Monthly -- Every (1) month -- on the xx "Day".

There are several options for frequency, as ell as fine tuning... Eg every week to twice a year. As well an "end date" (Number of repeats, or stop on date).

The default sets the transactions for a monthly reminder on the current day every month, with no end date.

This next part is a little glitchy, but if you want a transaction to occur on a specific week of the month (4th week) on a given day, (Wednesday), the day of the month doesn't help if we want the 4th Wednesday, for example, We need the Day" (Monday, Tuesday,...)
"Day" has a pull down, but no options (initially, but we'll see that in a moment).

To 'fix' the "Day" pull down to give the day of the week (Monday, Tuesday, Wednesday,...), first choose the the numerical "date" following 'month on the, and go choose the very last entry, coincidentally is "last" -- Yes, I know the last day and the 4th week are different, but like I said, this parts a little glitchy.. Now to the "Day" pull down, appears the day's of the week, and and choose the correct day of the week (eg Wednesday). And back to the our prior numerical date (now reads: 'last'), click the pull down to select from: 1st, 2nd, 3rd, 4th or last, (in this case Wednesday's of the month)

Remember to click OK

Hope that helps.

Jeff Bowman

Hi Jim,

Yes, use the "add reminder" for either deposits or expenses - I do this exact same thing for my budgeting (except I'm not on SS so I get paid every two weeks).

You'll be able to select a a frequency (eg ef 2 weeks ) or static date ( 4th Wednesday).

Select the transaction, right click and "Add reminder". to the right of the DUE DATE (second entry) will be the option to change the due date in blue (this is the frequency) click the word "Change".

The default frequency ("How often") is Monthly -- Every (1) month -- on the xx "Day".

There are several options for frequency, as ell as fine tuning... Eg every week to twice a year. As well an "end date" (Number of repeats, or stop on date).

The default sets the transactions for a monthly reminder on the current day every month, with no end date.

This next part is a little glitchy, but if you want a transaction to occur on a specific week of the month (4th week) on a given day, (Wednesday), the day of the month doesn't help if we want the 4th Wednesday, for example, We need the Day" (Monday, Tuesday,...)
"Day" has a pull down, but no options (initially, but we'll see that in a moment).

To 'fix' the "Day" pull down to give the day of the week (Monday, Tuesday, Wednesday,...), first choose the the numerical "date" following 'month on the, and go choose the very last entry, coincidentally is "last" -- Yes, I know the last day and the 4th week are different, but like I said, this parts a little glitchy.. Now to the "Day" pull down, appears the day's of the week, and and choose the correct day of the week (eg Wednesday). And back to the our prior numerical date (now reads: 'last'), click the pull down to select from: 1st, 2nd, 3rd, 4th or last, (in this case Wednesday's of the month)

Remember to click OK

Hope that helps.

jimsula

Jeff. Thank so much for taking the time to answer my question in detail. I will use your guidance to better plan my cash flow