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Re: How can I get a simple report listing Institution, account name, balance...
I tried to Edit Account and typed Wells Fargo in the institution box but it won't save. It won't populate. I have Q2013 and always did manual. EDIT: I got it to populate! I had to put a num…1 -
Re: I have been trying to add sub-accounts and cant seem to do this. I have version R57.26
You can’t have sub accounts only sub categories. What are you trying to add?1 -
Re: I have been trying to add sub-accounts and cant seem to do this. I have version R57.26
I think you might be talking about Savings Goals. I don’t have any links bookmarked for that. Search the forum for that. One note I have says…….Turn on Savings Goals. Be sure the Planning tab is turn…1 -
Re: Tracking cash
You can either make a new category or a new account. Probably make a new account like Cash or Cash Received and then when you spend it you enter it as a expense in the Cash Account. Like if you paid …1 -
Re: Credit Card Payments
What category is on the checking account payment? “Credit card payments” sounds like a category not the credit card Account. It should not be to a category but a Transfer to the credit card account l…2
