2014 finances: Difference between revisions
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** We have 12 of these left, all in the savings account. I cannot edit the account for these transactions using the register or the detailed view (that you see when you hit edit). I honestly think that we imported them incorrectly. They are in as sales receipts, and I think we could solve the issue by remaking the transactions as something else (maybe deposits?). I can do this, but I fear that it would invalidate the reconciling. Although, this would just be for savings, which has very few # of transactions. Opinions? -- Bry | ** We have 12 of these left, all in the savings account. I cannot edit the account for these transactions using the register or the detailed view (that you see when you hit edit). I honestly think that we imported them incorrectly. They are in as sales receipts, and I think we could solve the issue by remaking the transactions as something else (maybe deposits?). I can do this, but I fear that it would invalidate the reconciling. Although, this would just be for savings, which has very few # of transactions. Opinions? -- Bry | ||
** We will be asking Sharon advice on this. ('''Noony''') | ** We will be asking Sharon advice on this. ('''Noony''') | ||
== Paypal == | == Paypal == | ||
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* In checking: Everything for the years 2009-2012 has a department. So, done with this part! | * In checking: Everything for the years 2009-2012 has a department. So, done with this part! | ||
** DONE | |||
* In savings: Everything in 2009 has a department. For 2010-2012, we need to just massively assign everything that doesn't already have a department as G&A. | |||
** DONE | |||
=== Paypal === | === Paypal === | ||
* Hef will be sending the rest of the statements to Noony. There are a lot of statements already prepared on an rt ticket, but earlier months are missing. ('''Hef''') | * Hef will be sending the rest of the statements to Noony. There are a lot of statements already prepared on an rt ticket, but earlier months are missing. ('''Hef''') | ||
** Done. | |||
=== Loan account === | === Loan account === | ||
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* We'll ask: | * We'll ask: | ||
** Start paper statements back up for all accounts. We'll have to order from the records department, in which our chase guy is getting quotes for now. | ** Start paper statements back up for all accounts. We'll have to order from the records department, in which our chase guy is getting quotes for now. | ||
*** Done. | |||
** Either get online access to loan or statements. | ** Either get online access to loan or statements. | ||
*** Getting online access is complicated. Apparently, there is a personal guarantor on chase loans/credit. This person for our laser loan is Anne Peterson. According to our chase guy, we would have to pretty much "reapply" for the loan. I'm going to recommend that we budget for paying this off next year. | *** Getting online access is complicated. Apparently, there is a personal guarantor on chase loans/credit. This person for our laser loan is Anne Peterson. According to our chase guy, we would have to pretty much "reapply" for the loan. I'm going to recommend that we budget for paying this off next year. | ||
**** Done. | |||
*** We may be able to turn on paper statements in the future, though. | *** We may be able to turn on paper statements in the future, though. | ||
**** Done. | |||
