Money Manager

FAQs

Cash Flow » Salary Cheques

1. How do I find my last salary?

The Upcoming Bills on your Home page come from your own past transactions.

  • Close the Add Salary dialog box.
  • Click the name of the account where you deposit your salary.
  • Look under Cleared Transactions for the Payee on your salary. It will be green.
  • Assign it to the Salary category.
  • If your salary is in a different account than the one that's shown on your Home page:
    • Click the Settings link at the top-right of any page.
    • In the Home Page Display section, click the Edit button.
    • Make a new choice under Select the account where you deposit your salary.
    • Click SAVE.
  • Click the Home tab.
  • Click Add Salary and choose your salary from the Select Salary list.
  • Verify the details for your next salaries and click Add.

What if I do not get a regular salary, or I split it into more than one account?

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2. What if I get irregular salary cheques, split them into two accounts, or work two jobs?

If you get one salary cheque every two weeks, we can usually detect your income and display it on your Home page in a way that makes sense. But here is what you can do if your situation is a little different.

If you don't get regular salary

If your income is intermittent, you can still see what will be left after paying your bills for the next two weeks. We'll just subtract your next two weeks of upcoming bills from your current balance. And when you view the chart, you won't see the line rise for the next salary.

Your chart and your Home page will say how much you have left to spend for the next two weeks. But if you don't anticipate receiving more income soon, then you'll need to stretch that What's Left amount for a longer period of time.

If you split your salary into more than one account

As a consultant to different firms, you receive payments for your services from these organisations. If you deposit the payments in different accounts, it works best to show on your Home page the account that you use to pay most of your bills.

Here's how to switch your Home page to show a different account:

  • Click the Settings link at the top-right of any page.
  • In the Home Page Display section, click the Edit button.
  • Make a new choice under Select the account where you deposit your salary.
  • Click SAVE.

You may find that we've already identified the portion of your salary that you deposit into the new account you selected. (If so, the right side of your Home will say "Next salary" followed by a date.)

But if you see an Add Salary button, click it and use it to choose the transaction that corresponds to your last partial deposit from your salary.

If you work two jobs

If you hold two jobs, you can still see what's left between each salary cheque. It's just that your pay periods will often be fairly short.

For example, suppose you get paid on the 1st and the 15th for one job at Rs.15,000 per salary cheque, and you get paid on the 4th and the 19th at the other job at Rs.10,000 per salary cheque.

Your income might look like this:

  • 1st - Rs.15,000
  • 4th - Rs.10,000
  • 15th - Rs.15,000
  • 19th - Rs.10,000

If you go to your Home page on the 2nd of the month, we'll show you how much you'll have left after paying any bills due on the 2nd or 3rd. And if you view the chart, your first pay period will be the 2nd through the 4th. Your second pay period will be shown as the 5th through the 15th.

If you want to make adjustments to your salary amount, date, or frequency

You can change the upcoming transaction that represents your salary.

Here's how to do it:

  • From the upper-right on the Home page, click the amount that represents today's account balance.
  • In the Upcoming Transactions list, look for a row that represents your salary. You can make changes there to the amount, the date, the frequency, and other details. If you don't see a row that represents your salary, click Add Add. Then click the Repeating tab, and fill out the details of your salary cheque.
  • Click the Home tab and then click View Chart. If you mouse over the Salary Day!, you should see your new salary amount and date.
If you get paid twice per month

We can't always be sure about your future salary dates if you're paid twice per month. So you may need to adjust the date on your upcoming transaction as each new salary date approaches. Just follow the instructions above to make that adjustment.

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