Is there a way to view all of the tags I’ve used?
Definitely! Just go to https://www.pearbudget.com/tags/all. If you’d like to view receipts for a tag or delete it from that list, clicking on it will allow you to do both.
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
I have a tag and I want to change its name. How do I change a tag name?
Each tag has a pop-up box with details on the tag. You get this pop-up box to appear by clicking on the tag’s name. You can view all your tags here and select one: https://pearbudget.com/tags/all, or you can go to the Review Your Spending page and click on “receipts” or on “tags.” Then click on […]
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
What are tags?
A “tag” is a short description or keyword that you can use to label your receipts. Tags are notnecessary, and many people new to PearBudget don’t use them. But they can be really useful, and once you’re comfortable with them, you can do some pretty cool things with them. For example, Sarah and I got an […]
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
What kinds of expenses should I enter? Should I include things like my mortgage? Or do I only enter in things that shift around (like dining out and entertainment)?
Ultimately, it depends on the questions you’re trying to answer. Most people are trying to answer something like this: “Out of the money that’s come in, and the money that’s committed to immovable expenses (like my mortgage / insurance / car payment / other things), what’s left for my discretionary spending (on stuff like entertainment […]
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
How far ahead can I plan my budget?
Planning ahead is tricky. It’s like driving down the highway: Rather than picking the one spot 1,000 feet down the road and driving without adjusting the steering wheel, you point in the right direction and make small course adjustments as necessary. Similarly, each month you’ll want to make small tweaks and adjustments. Maybe gasoline costs […]
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
I’d like to print my budget out. Is there a “printer-friendly” version of my Plan/Review page?
Actually, your PearBudget account pages are already printer-friendly. We designed PearBudget so that if you want to print those pages out, you can, and they’re already formatted to look nice coming out of your printer. This way, you don’t have to find a special “printer-friendly” version of your data — it’s all printer-friendly.
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
Is there a list of all my recurring receipts?
There sure is! https://www.pearbudget.com/recurring_receipts. If you want to then delete one of them, just open up the category pop-up (by clicking on the category name), reveal the advanced controls (by clicking on the gray bar at the bottom of the pop-up box), and then remove the recurring receipt.
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
I’d like to view all of the receipts I’ve ever entered into PearBudget. Is that possible?
Absolutely! You can view all of your receipts by going to https://www.pearbudget.com/all_receipts. If you have a bunch of receipts entered, the page will take a little while to generate, so it’s safe to go get a cup of coffee after you click the link.
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
Is there a way to export the entire year’s receipts?
You might need to get just one year’s receipts, for tax purposes or other records you might need to pass along. Just make sure you’re logged in to PearBudget, and then click this link: https://pearbudget.com/export_receipts_for_year/2017. Replace the year with whatever year you’re interested in exporting. You should see an option to save a CSV file on […]
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.
I’d like to keep a copy of my budget/receipts on my own computer. Can I export my data to a spreadsheet (like Excel)?
Absolutely! In just a few clicks, you can save your data to your local computer, and you can open it up in Excel (or Numbers, or Open Office, or another program) to play with it, create new graphs and comparisons, and so on. On any of the main pages of the application, you should see […]
If that didn’t answer your question, get in touch with us by e-mail, at help@pearbudget.com.