http://inzolo.com/forum/ Sat, 04 Feb 2012 23:08:08 +0000 MyBB http://inzolo.com/forum/showthread.php?tid=5311 Wed, 01 Feb 2012 04:51:03 -0600 http://inzolo.com/forum/showthread.php?tid=5311 At Penn Wealth Planning, we know that the most important aspect of wealth planning isn’t even about money. It’s about protecting what you hold dear—the lifestyle you enjoy today and anticipate for tomorrow, your children’s education, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave.

These are components that require careful, clear and confident planning to help ensure the wealth you have accumulated grows and supports the lifestyle you desire now and throughout your retirement years.

Our team of personal wealth advisors takes a proactive approach to value-based financial planning with the ultimate goal of protecting your enjoyable lifestyle. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives. As independent financial advisors, we provide unbiased financial research and wealth planning guidance, eliminating potential conflicts of interest that get in the way of reaching your goals.

Trust | Communication | Unbiased Guidance | Independent Research

These are the cornerstones of our financial practice at Penn Wealth Planning. We will be there with timely strategies to empower you with the right tools to make your future goals a reality. That’s Our Commitment to you.

Thank you]]> At Penn Wealth Planning, we know that the most important aspect of wealth planning isn’t even about money. It’s about protecting what you hold dear—the lifestyle you enjoy today and anticipate for tomorrow, your children’s education, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave.

These are components that require careful, clear and confident planning to help ensure the wealth you have accumulated grows and supports the lifestyle you desire now and throughout your retirement years.

Our team of personal wealth advisors takes a proactive approach to value-based financial planning with the ultimate goal of protecting your enjoyable lifestyle. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives. As independent financial advisors, we provide unbiased financial research and wealth planning guidance, eliminating potential conflicts of interest that get in the way of reaching your goals.

Trust | Communication | Unbiased Guidance | Independent Research

These are the cornerstones of our financial practice at Penn Wealth Planning. We will be there with timely strategies to empower you with the right tools to make your future goals a reality. That’s Our Commitment to you.

Thank you]]> http://inzolo.com/forum/showthread.php?tid=5310 Wed, 25 Jan 2012 05:13:06 -0600 http://inzolo.com/forum/showthread.php?tid=5310
If you start saving for your children from the start then you wont get any problem in future..]]>
If you start saving for your children from the start then you wont get any problem in future..]]> http://inzolo.com/forum/showthread.php?tid=5309 Mon, 23 Jan 2012 11:10:54 -0600 http://inzolo.com/forum/showthread.php?tid=5309
One question, when setting up sinking funds should the amount be the total amount you plan to save in that fund, or the monthly amount you will contribute to that envelope?]]>
One question, when setting up sinking funds should the amount be the total amount you plan to save in that fund, or the monthly amount you will contribute to that envelope?]]> http://inzolo.com/forum/showthread.php?tid=5307 Fri, 13 Jan 2012 06:02:58 -0600 http://inzolo.com/forum/showthread.php?tid=5307
1. Beware of spending creep.
2. Create your saving account
3. Save Money on resources.
4. Keep track of records.


if you follow this then you can make a proper budgeting plan till the end of the month of year..]]>
1. Beware of spending creep.
2. Create your saving account
3. Save Money on resources.
4. Keep track of records.


if you follow this then you can make a proper budgeting plan till the end of the month of year..]]> http://inzolo.com/forum/showthread.php?tid=5306 Wed, 11 Jan 2012 17:21:12 -0600 http://inzolo.com/forum/showthread.php?tid=5306
I have entered 5 accounts under the "Accounts" module.

When I go to the "Budget" Module, I see only 4 ?]]>
I have entered 5 accounts under the "Accounts" module.

When I go to the "Budget" Module, I see only 4 ?]]> http://inzolo.com/forum/showthread.php?tid=5299 Sun, 27 Nov 2011 22:52:38 -0600 http://inzolo.com/forum/showthread.php?tid=5299
the only thing i could really figure out is to manually enter my next 2 paychecks and then allocate them, but this seems awfully awkward, and then what happens when the actual deposit comes in.

I get the feeling I'm missing something, perhaps there's a tutorial/video that could be created. We're coming from mvelopes, so that could be our problem.]]>
the only thing i could really figure out is to manually enter my next 2 paychecks and then allocate them, but this seems awfully awkward, and then what happens when the actual deposit comes in.

I get the feeling I'm missing something, perhaps there's a tutorial/video that could be created. We're coming from mvelopes, so that could be our problem.]]> http://inzolo.com/forum/showthread.php?tid=5296 Mon, 07 Nov 2011 10:08:36 -0600 http://inzolo.com/forum/showthread.php?tid=5296
How does Inzolo handle credit card account transactions? As a simple example:
* let's say I have a checking account and a mastercard.
* Let's also say that the checking account has $500.00 and $500.00 have been allocated to the envelopes.
* $100.00 has been allocated to groceries.
* At the grocery store, I decide to use my mastercard because of the rewards program and spend $25.00
* I enter the transaction in Inzolo using the "mastercard" account.

How is this handled? What happens to that $25? The envelope balance for groceries I assume will decrease by $25, but then I'm left with the need to allocate $25 to pay my credit card bill.

Please let me know how you would handle this (or if the program handles this now). I am currently an MVelopes user, but have been watching your application grow (and quickly) over the last year. I am excited mainly because of the simplicity of your application and the speed. If I can get a handle on this last issue, I'll sign-up to use multiple accounts. Thanks!

- Paul Davis]]>
How does Inzolo handle credit card account transactions? As a simple example:
* let's say I have a checking account and a mastercard.
* Let's also say that the checking account has $500.00 and $500.00 have been allocated to the envelopes.
* $100.00 has been allocated to groceries.
* At the grocery store, I decide to use my mastercard because of the rewards program and spend $25.00
* I enter the transaction in Inzolo using the "mastercard" account.

How is this handled? What happens to that $25? The envelope balance for groceries I assume will decrease by $25, but then I'm left with the need to allocate $25 to pay my credit card bill.

Please let me know how you would handle this (or if the program handles this now). I am currently an MVelopes user, but have been watching your application grow (and quickly) over the last year. I am excited mainly because of the simplicity of your application and the speed. If I can get a handle on this last issue, I'll sign-up to use multiple accounts. Thanks!

- Paul Davis]]> http://inzolo.com/forum/showthread.php?tid=5294 Thu, 27 Oct 2011 09:24:56 -0500 http://inzolo.com/forum/showthread.php?tid=5294 http://inzolo.com/forum/showthread.php?tid=5286 Tue, 04 Oct 2011 10:22:58 -0500 http://inzolo.com/forum/showthread.php?tid=5286
Thank you.]]>
Thank you.]]> http://inzolo.com/forum/showthread.php?tid=5285 Sat, 24 Sep 2011 11:57:38 -0500 http://inzolo.com/forum/showthread.php?tid=5285
Any way to fix this?

Thanks]]>
Any way to fix this?

Thanks]]> http://inzolo.com/forum/showthread.php?tid=5276 Fri, 09 Sep 2011 16:24:46 -0500 http://inzolo.com/forum/showthread.php?tid=5276
Thanks]]>
Thanks]]> http://inzolo.com/forum/showthread.php?tid=5266 Fri, 05 Aug 2011 04:55:37 -0500 http://inzolo.com/forum/showthread.php?tid=5266 ------------------------

jordan 11 retro, new air jordan 2011, jordan 2011]]> ------------------------

jordan 11 retro, new air jordan 2011, jordan 2011]]> http://inzolo.com/forum/showthread.php?tid=5255 Tue, 19 Jul 2011 18:25:12 -0500 http://inzolo.com/forum/showthread.php?tid=5255
My questions is do I need to remember the file transfer / download dates or will Inzolo make sure there are no duplicated transactions?

In Mvelopes the transactions automatically transferred so duplication was not a concern.

Thanks,
Greg]]>
My questions is do I need to remember the file transfer / download dates or will Inzolo make sure there are no duplicated transactions?

In Mvelopes the transactions automatically transferred so duplication was not a concern.

Thanks,
Greg]]> http://inzolo.com/forum/showthread.php?tid=5254 Tue, 19 Jul 2011 03:33:51 -0500 http://inzolo.com/forum/showthread.php?tid=5254
What types of things can I write off onto my business? (dinners, gasoline, etc.) Do I need a seperate business credit card/bank account for the expenses?

Do I have to accept payments towards the business's services through a corporate account, or can they make the check/payment directly to me?]]>
What types of things can I write off onto my business? (dinners, gasoline, etc.) Do I need a seperate business credit card/bank account for the expenses?

Do I have to accept payments towards the business's services through a corporate account, or can they make the check/payment directly to me?]]> http://inzolo.com/forum/showthread.php?tid=96 Thu, 14 Apr 2011 18:44:51 -0500 http://inzolo.com/forum/showthread.php?tid=96 ]]> ]]> http://inzolo.com/forum/showthread.php?tid=24 Fri, 15 Oct 2010 16:47:52 -0500 http://inzolo.com/forum/showthread.php?tid=24
1. If I have a transfer setup for one back account to go to another, how is that handle with Inzolo?
2. If I have to transfer money between envelopes, how is that handled?
3. What is the difference between a Paced and Rollover envelope type?

Sorry if these are basic questions, but I couldn't find the answers anywhere else.

Thanks,

Chris]]>
1. If I have a transfer setup for one back account to go to another, how is that handle with Inzolo?
2. If I have to transfer money between envelopes, how is that handled?
3. What is the difference between a Paced and Rollover envelope type?

Sorry if these are basic questions, but I couldn't find the answers anywhere else.

Thanks,

Chris]]> http://inzolo.com/forum/showthread.php?tid=16 Tue, 30 Mar 2010 10:34:21 -0500 http://inzolo.com/forum/showthread.php?tid=16
I buy gas on the way home from work. I get home and dutifully plug in $23.10 "GAS" so that my envelopes reflect the correct balance.

2 days later, when that transaction shows up in my bank import as "$23.10 MARATHON0018" Inzolo doesn't seem to recognize that this is the same transaction and there's no way to 'match' it that I can see. This results in a) a double transaction which messes with my balances or b)makes me not note my purchases immediately leaving me room for magnificent errors! Either way is bad.

What am I missing?]]>
I buy gas on the way home from work. I get home and dutifully plug in $23.10 "GAS" so that my envelopes reflect the correct balance.

2 days later, when that transaction shows up in my bank import as "$23.10 MARATHON0018" Inzolo doesn't seem to recognize that this is the same transaction and there's no way to 'match' it that I can see. This results in a) a double transaction which messes with my balances or b)makes me not note my purchases immediately leaving me room for magnificent errors! Either way is bad.

What am I missing?]]> http://inzolo.com/forum/showthread.php?tid=14 Thu, 11 Mar 2010 12:47:34 -0600 http://inzolo.com/forum/showthread.php?tid=14
Is there an edit split to reallocate the funds?]]>
Is there an edit split to reallocate the funds?]]> http://inzolo.com/forum/showthread.php?tid=13 Thu, 11 Mar 2010 12:40:33 -0600 http://inzolo.com/forum/showthread.php?tid=13 The only place I can see transactions is in the envelope.

If there isn't currently a way to show this, I think there should be.

Thanks!]]> The only place I can see transactions is in the envelope.

If there isn't currently a way to show this, I think there should be.

Thanks!]]> http://inzolo.com/forum/showthread.php?tid=12 Tue, 02 Mar 2010 09:04:41 -0600 http://inzolo.com/forum/showthread.php?tid=12
Do I need to hit refresh somewhere or is it automatic?

Side Note:
When I originally added my bank (Fifth Third), it didn't show a balance so I added a deposit transaction showing my opening balance (so that I could allocate it).]]>
Do I need to hit refresh somewhere or is it automatic?

Side Note:
When I originally added my bank (Fifth Third), it didn't show a balance so I added a deposit transaction showing my opening balance (so that I could allocate it).]]>