Wesabepedia

 

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Page history last edited by BluePojo 7 mos ago

Wesabepedia... best practices for Wesabe users by Wesabe users.

 

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Official Help

 

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Wesabe User Manual

Click here for the official Wesabe User Manual

Wesabe

"Make Wesabe Better" discussion group

Click here to search for answers or post a question on the support group.

Wesabe

Request support

Click here to request support from Wesabe.

Wesabe

Wesabe blog

Click here to keep up with the latest musings from Wesabe.

Wesabe

 

Add your favorite tip for using Wesabe below.  Please do not include obvious tips or simply repeat information already provided by Wesabe.  Note: Due to the Wesabe redesign, some old tips were removed because they are no longer applicable.

 

User Tips & Tricks

 

Topic

By Comments

Guide to Organized Tagging

BluePojo  

Use hot keys to speed up split transaction entry

Click here to set up the hot keys so you can do this:

  1. Start typing the tag name until it is the only one in the list 
  2. Press Ctrl-Space to automatically select the tag, backspace, and enter a colon so you can immediately start entering your split amount. 
Bama91  

Use hot keys to add local tax to a split transaction amount

Click here to set up the hot keys so you can do this:

  1. Type in the line item amounts from your receipt after the colon like this...  my_tag:1.23*2+3.45+7.25
  2. Press Ctrl-t to automatically calculate the sub-total and apply a local tax rate (e.g., 6.25%) resulting in...  my_tag:13.98 
Bama91 Bama91: fixed issue with script in Firefox 

Record a paycheck

Click here for tips on recording your paycheck.

Bama91

claxton6: Can you expand on this a little? This is intended to help track all of the stuff that gets pulled out of your paycheck before it shows up, right?

Bama91: The purpose is to account for the difference between gross and net 

Revert merchant edit to original text

Clear out (delete) your custom merchant/payee name and the original name will be automatically inserted

Bama91  

Change the effective transaction date

When you edit a transaction, you can now change the effective date for reports and graphs.  For example, suppose you withdrew cash from an ATM on the last day of the month, but you actually spent the cash in the next month.  You can now change the date so the cash can be tagged in the month spent.

Bama91  

Using Tags

Click here for tips on using tags.

See also: Using Tags to Track Expense Reports

Bama91

DavidQ

Bama91: This topic needs to be updated to reflect the redesign 

Let Wesabe do the math for you on the Tags line

For example, suppose you have a $35.13 transaction.  You can enter the following:

groceries:(2.33+5.45+1.11)*1.065 health-care:(3.12+4.4)*1.065 kids:17.65

...where your local tax rate is 6.5%.  Wesabe will automatically fill in the remainder of $17.65 when you enter the last colon.  When you save the transaction, Wesabe correctly calculates the individual tag amounts as follows:

groceries:9.47 health-care:8.01 kids:17.65

Bama91  

Use the wesabe+missing.manual tags on del.icio.us

At least one wesabean has been using delicious to tag tips he found helpful.

Moraving  

 

 

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Disclaimer: this wiki is created and maintained by the Wesabe user community and is not directly affiliated with Wesabe, Inc.

Comments (2)

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Bama91 said

at 1:30 pm on Mar 28, 2009

Added anchor IDs to each tip so you can link directly to them.

profile picture

Bama91 said

at 9:44 pm on May 28, 2009

Updated Wesabepedia for the redesign

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