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How To Print Your Income and Expense Reports
If you have completed your data entry for the previous year, your 2011 reports are ready to be printed for tax purposes! To access and print your reports, login to your Ascend Live account and click the “reports” button, top of your account, near the right hand side then “Income and Expenses”. You can then select “Expense” reports, “Custom Date Range” then input the dates 1/1/2011 to 12/31/11 then click “generate report”. You can then print your reports! We recommend following the same steps to print your Income reports for the year. You’ll be amazed at how simple tax time is for you!
Posted in Using Ascend
How To Add/Delete Or Edit and Income Or Expense Category
You may have printed and reviewed your Income and Expense reports for the previous year and you may find you would like to add or delete some categories. With Ascend it is simple to do! Click “Settings” then “Categories” you can then click “Inactivate” (to the far right of the row) if you want to delete a category.
If you need to rename a category you can click “edit” to the far right of the row. Keep in mind if you change the name of a category all transactions associated with that category will be shown under the new name.
You can click “add a new” at the top if you would like to add a new category. Keep in mind you can also add categories while inputting a transaction. This can be done by clicking the drop down arrow under categories (when entering a spend or deposit transaction).
Posted in Using Ascend
How To View Your Account Register or the Register for a Particular Envelope
To access an account register and see a list of all transactions entered for a specific checking, savings, or credit card account, just click on the account name in the blue account area. The register will appear and show transactions within a default date range. You may need to click “show all” or “show reconciled” to see all transactions at one glance. You can adjust the date range you are viewing a the top.
If you would like to see the details of any transaction then just click the “details” link next to the item. You can also click “edit” if you need to make any changes to a transaction. If a transaction is reconciled you’ll need to unreconcile the set, edit then rereconcile. Please email us at support@ascendlive.com if you need help with editing a reconciled transaction.
You can click an envelope name to view all transactions associated with a specific envelop. Keep in mind, the account registers are blue to match the blue account pane and the envelope registers are green to match the green envelope area.
Posted in Using Ascend
Did You Know You Can Add a 2nd Portfolio for Managing your Personal Finances?
So many of our customers love Ascend for their business – did you know you can choose to add a second portfolio for only $3 per month and manage your personal finances? Please email us at support@ascendlive.com if you would like to add an additional portfolio. Ascend will help you create a budget for your family, adding envelopes like “groceries”, “Clothing”, “Utilities” and “Mortgage” etc.
You may be interested to know we are offering a Personal Finance webinar. I highly recommend this Personal Finance webinar. You can find the schedule posted here: http://webinars.ascendlive.com/
Posted in Financial Savvy, IT Matters!, In the News, Uncategorized, Using Ascend