Assigning a transaction to the next month?

I am very new to Waypoint, but slowly learning everything. I am wanting to assign a transaction to the next month, but can’t seem to figure out how? Is there something I’m missing? If not, can I ask for this feature to be added? I am using the free version, so manually enter all my transactions.

Reasons?

  1. When I get a utility bill, I like to go into my bank and post-date to pay the bill a week before it is due. Then I go into my budget and do the same thing, so I can complete the process and file away the bill. This often happens in one month to be paid in the next month.

  2. My paycheck goes into my account a couple days before the 1st of the month, so I have always assigned any transactions that happen in those couple days to the next month as that is when my new month starts.

Sorry if this is already an option that I just haven’t figured out how to use.

Thanks,

Cheryl

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

About 2 hours ago

Author

Cheryl Bergman

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