Posts by cmchien

FAQ: How Can I Track My Debt in EEBA?

Posted by on April 24, 2012 in Articles, Support | 0 comments

Q: I’ve decided to finally pay off my credit cards! How can I use EEBA to keep track of how much I owe, how much I want to pay, and how close I am to achieving my goal? Paying off debt is a great financial goal. You may feel the pinch in the short term, but in the long run you’ll save money and enjoy greater peace of mind. With EEBA, you’ll have two options when keeping track of your debt. Option 1: Track the Balance of Your Debt (Plus/Premium) If you’re on the Plus or Premium plan with EEBA, you can use Accounts to...

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FAQ: How to Import Bank Activity

Posted by on February 15, 2012 in Support | 4 comments

Q: How can I import my bank statements into EEBA? EEBA supports importing bank activity for checking, savings and credit card accounts. You can import QFX (Quicken) and OFX (MS Money) files, as well as CSV files as an alternative for advanced users. Step 1. Get Ready to Import Head to your bank’s website and download your “recent activity.” Note that this is often not the same as downloading your statement. When asked, choose one of the following file formats: QFX, a.k.a. Quicken, Web Connect, or; OFX, a.k.a. MS Money, Open...

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FAQ: How Can I Handle Multiple or Variable Incomes in EEBA?

Posted by on February 3, 2012 in Articles, Support | 5 comments

Q: I have multiple or variable incomes with expenses that are due throughout the month. How can I keep track of everything in EEBA? Q: I have a monthly budgeting period, but I get paid bi-weekly, how can I manage my budget in EEBA? Keeping track of a single, stable income can be hard enough. For those with more than one income, or an income that varies month to month, things can quickly get more complicated. You aren’t certain how much money you really have to spend, or which paycheck you should use to spend on which expenses....

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Frequently Asked Questions

Posted by on May 5, 2011 in Support | 2 comments

Below is a list of blog posts that contain answers to some frequently asked questions: General – Getting EEBA on your phone, syncing with your spouse and more. Accounts – Common questions about the Accounts feature New Quick Reference: Transaction Types – Table of all of the transaction types in EEBA and how they affect Envelopes (and Accounts for Plus/Premium users). Getting Started with Accounts (Step-by-Step) Account Balances and Envelope Balances – Questions around getting these 2 to sync up including our...

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