Features | Coinage Personal Finance https://www.coinageapp.com Modern Personal Finance Mon, 25 Nov 2019 12:50:01 +0000 en-US hourly 1 https://wordpress.org/?v=5.3 Smart Notes https://www.coinageapp.com/knowledge-base/smart-notes/ Mon, 25 Nov 2019 04:38:12 +0000 https://www.coinageapp.com/?post_type=epkb_post_type_1&p=479 Each transaction in Coinage has an optional area for notes.  This simple field is a powerful way to add your own custom information to Coinage. Common use cases are: Hashtags One of the most powerful organization tools in Coinage are hashtags.  Simply typing a pound sign(“#”) before a keyword, like “#datenight” or “#expense” allows you to get more customization in ... Read More

The post Smart Notes appeared first on Coinage Personal Finance.

]]> Each transaction in Coinage has an optional area for notes.  This simple field is a powerful way to add your own custom information to Coinage.

Common use cases are:

  • Hashtags
    One of the most powerful organization tools in Coinage are hashtags.  Simply typing a pound sign(“#”) before a keyword, like “#datenight” or “#expense” allows you to get more customization in your reports.
  • Confirmation Codes or Reference Numbers
    When recording a transaction in Coinage, the notes field is a great place to keep track of the confirmation code or reference number provided by bill pay systems online.
  • Links / URLS
    Notes is a great place to keep up with URLs and links to your online accounts, bill pay systems, bank accounts, etc.
  • Account Numbers
    These days, we have a *lot* of accounts and it’s easy to forget.  We use the notes field to keep up with our account numbers.

The post Smart Notes appeared first on Coinage Personal Finance.

]]> How To Use https://www.coinageapp.com/knowledge-base/how-to-use/ Mon, 25 Nov 2019 04:26:40 +0000 https://www.coinageapp.com/?post_type=epkb_post_type_1&p=470 Your Coinage Inbox is your go-to spot for pending actions and items needing your attention. For example, you’ll find: Transactions that need to be scheduled or completed Receipts that need to be transcribed News and Messages from the Coinage Team

The post How To Use appeared first on Coinage Personal Finance.

]]> Your Coinage Inbox is your go-to spot for pending actions and items needing your attention.

For example, you’ll find:

  • Transactions that need to be scheduled or completed
  • Receipts that need to be transcribed
  • News and Messages from the Coinage Team

The post How To Use appeared first on Coinage Personal Finance.

]]> How do I connect to my bank? https://www.coinageapp.com/knowledge-base/how-do-i-connect-to-my-bank/ Mon, 25 Nov 2019 03:01:24 +0000 https://www.coinageapp.com/?post_type=epkb_post_type_1&p=468 Coinage offers hassle-free bank connections for tracking balances, and importing activity.  Establish a new connection.

The post How do I connect to my bank? appeared first on Coinage Personal Finance.

]]> Coinage offers hassle-free bank connections for tracking balances, and importing activity.  Establish a new connection.

The post How do I connect to my bank? appeared first on Coinage Personal Finance.

]]>