The ‘Sort By’ number that you are encouraged to add is a necessary inconvenience. Some things just do not lend themselves to sorting. Income and expense ‘Categories’ and ‘Project-Phases’ particularly.
The Sort By number overcomes this situation by giving you something that you can easily control to get the sort order that you want.
- Use numbers from 0 to 11 for income Categories.
- Use numbers over 11 for expense Categories.
- Use any numbers to sort your Project-Phases per Project.
Paying bills is tedious, but this hint can help. With MyCorbu it is so easy to log bills as they arrive, that I recommend it. And having them logged means that you can eliminate whatever process you have for managing timely payments.
Here is what I recommend. On the day that the bill arrives, make an Expense transaction entry on the MyCorbu Books page with these differences: do not check ‘Yes’ for ‘Paid?’; set a Due Date (optional); and attach a scan of the bill by clicking ‘Choose File’ (also optional).
Now you are always ready to take the last step in paying bills. When that day arrives, navigate in MyCorbu to ‘Payables’ in one tab of your browser and your banks “bill paying” app in another. Use the Payables report to guide you. As you schedule payments with your bank, mark them ‘Paid’ in MyCorbu.
This process will make paying bills less of a project. It also puts the information about bills at your fingertips anytime you want to check it.
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