Meet Katie - your HandWallet guide

[jumha]

A small note on the debit card.
If you select this type of credit card, when you create the action can not change the method of payment.
This "break" in earlier versions, and still remains.

[Patricia B]

Just one question before we proceed about your debit card:
If you purchase in several places in the same day will you see one transaction in your bank account or several transaction?
For example, if you buy something for 30 EUR and then something for 100 EUR will you see 2 transactions in your bank account or one transaction of 130 EUR?

I see several transactions.

[admin]

OK.
In this case defining the debit card as a new account and linking it to the bank account (as we suggested) will not be the best solution since it will merge all daily transactions and reduce them from your bank account together.
We will add a new pay type called "debit card" to "bank account" in the next release as you suggested.
Meanwhile we suggest you use your bank account for these transactions + "ATM". You will be able to change all historical transactions after we release the new version.
Please let us know if anything else is missing.

[Patricia B]

OK.
In this case defining the debit card as a new account and linking it to the bank account (as we suggested) will not be the best solution since it will merge all daily transactions and reduce them from your bank account together.
We will add a new pay type called "debit card" to "bank account" in the next release as you suggested.
Meanwhile we suggest you use your bank account for these transactions + "ATM". You will be able to change all historical transactions after we release the new version.
Please let us know if anything else is missing.

I thank you very much for your understanding and i will waiting by using ATM pending your new version ...
Moreover, may be you will add the small menu that add several categories per action in the new version for free ???

[admin]

We added the "debit card" option that you asked for in version 3.2 beta A.
More details here:
http://www.handforum.com/english/viewto ... ?f=2&t=921

[Patricia B]

[quote="admin"]We added the "debit card" option that you asked for in version 3.2 beta A.
More details here:
http://www.handforum.com/english/viewto ... ?f=2&t=921[/quote

Thank you very much for this add.
As you know, i have used ATM pending your new add. So, is there a way to change all of my ATM (wich is not thrue) in debit card ?
Kind regards,

[admin]

You can do half of the work automatically by filtering the actions and show only actions with "Pay Type" ATM.
To do so press the filter icon at the bottom of the "Actions" screen (or menu+filter). Then select "Pay Type"+"ATM".
Unfortunately you will have to go one by one and change.

[Balki]

Hi Katie, this is a wonderful app. Thank you for taking the efforts to create this app.

How can I export the data as excel or PDF reports?

Regards, Balki

[admin]

Thanks for your kind words.
Press "options" and then "Export". Then select the relevant format (Excel, PDF, sequential file, HTML etc) and relevant data to export.
You can also select what to do with the file created: mail it, print it, save it or upload it to the cloud.
Pro & Business users only.

[Alexandre Girão]

Do I have to pay to create others accounts?