Notice: Due to the recent Wesabe redesign, some of the info below may no longer apply.
Add your favorite tip for using Wesabe below. Let's just start out with a simple table for now. If this catches on, we can organize the tips by category and add some bells and whistles later. Please do not include obvious tips or repeat information already provided by Wesabe on their Help or FAQ pages.
Sources of Help
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Topic
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By |
Official Wesabe FAQ
Click here for answers to frequently asked questions.
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Wesabe |
"How To" videos
Click here for a tour of Wesabe plus information on editing and tagging, using tag splits, and the Firefox Uploader
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Wesabe |
User Manual
Click here for the official Wesabe User Manual
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Wesabe |
Advanced searching technique
Click here for information on how to customize your search by account, merchant, amount, tags, or notes.
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Wesabe |
Try out the latest features before they are officially released
Click here to sign up for the latest features in Wesabe Labs. Read more about it in the Wesabe blog.
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Wesabe |
Use the wesabe+missing.manual tags on del.icio.us
At least one wesabean has been using delicious to tag tips he found helpful.
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Moraving |
Tips & Tricks
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Topic
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By |
Comments |
Organize your Accounts list
To keep my Accounts list organized by type, I add a prefix to the account name like this:
$ Cash
+ My Checking
+ My Savings
- Credit Card 1
- Credit Card 2
x Paycheck
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Bama91 |
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Rearrange your charts on the Accounts home page
You are now free to rearrange your charts on the Accounts home page - just drag and drop them by grabbing the handle (located at the top-center of the chart).
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Bama91 |
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Record a Paycheck
Click here for tips on recording your paycheck.
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Bama91 |
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Prevent merchant edit from affecting multiple transactions
Add an exclamation point (!) before the merchant name and it will only modify the current transaction.
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Bama91 |
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Revert merchant edit to original text
Clear out (delete) your custom merchant/payee name and the original name will be automatically inserted
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Bama91 |
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Trick for correcting the balance on a non-cash account
Create a text file called "set_balance.qif" with only the following content:
!Type:CCard
Test
^
Next, go to the Accounts tab and click on the date (to the right of the Balance), then browse for the qif file created above. Click Upload and Wesabe will prompt you to enter a new balance.
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Bama91 |
Bama91: I have only done this for a credit card account so you might need to modify the Type specified in the qif file for other account types. |
Undo an account upload
Just click Edit on your account and go to Manage Account Uploads, then click "delete" next to the upload you want to remove.
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Bama91 |
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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.
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Bama91 |
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Click here for tips on using tags.
See also: Using Tags to Track Expense Reports
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Bama91
DavidQ
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Cancel or Zero-out an Auto-Tag
Click here for tips on canceling or zeroing out auto tags.
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David Mee |
Bama91: This tip is important enough to be a separate topic.
David Mee:Copied this to tags page as figured could be overlooked
Erik B-W: created separate page with links
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Let Wesabe do the math for you on the one-time tag 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
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Bama91 |
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Visitors: 
Disclaimer: this wiki is created and maintained by the Wesabe user community and is not directly affiliated with Wesabe, Inc.
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