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Q. How do I sign-up?
A. On The Expense Tracker website (www.TheExpenseTracker.com), click the Sign-up button. If you have received an email with a link to sign-up, please click that link to simplify sign-up and make sure you get any discounts available to you.
Q. Do you have to have an organization name and tax ID to sign up for the system?
A. No. This information is optional and used for Non-Profit (501(c)) organizations. Leave blank if it doesn’t apply to you.
Q. Why does the system verify the last 4 digits of my phone number?
A. For security purposes during a call, the system will use caller-id to verify who is calling based on the phone numbers you entered during the signup process and then match it to the User ID you enter. If you call from a different phone number, the system will ask you to enter the last 4 digits of the main phone number to make sure that it is really you calling.
Q. Why is an Email address needed during sign-up?
A. This email address will be used when a confirmation statement is sent after sign-up is complete. The email will also be used for daily and monthly balance emails and any correspondence required from The Expense Tracker team regarding maintenance, upgrades, etc. Your email address will never be sold.
Q. What is a Plan code and Referral code?
A. Plan codes determine pricing discounts. If you have received a link via email, it may include a built-in plan code. Referral codes connect you to others already on The Expense Tracker. If someone, for example, from ABC company sends you a link with a built-in plan and Referral code, you would get the price they have negotiated with The Expense Tracker and you would see their logo in the top left of every page. You would also receive communications from them, using the banners on each page and on the daily/monthly emails.
Q. What if I don't have a credit or debit card. How can I pay for the system?
A. Call 1-800-665-6803 and ask for Accounting. They can work with you to make other arrangements.
Q. When the charge comes through my bank, who is it coming from?
A. Your bank statement will show a charge from Voice2insight.
Q. What should I do with the confirmation page?
A. When you see the confirmation page, an email has already been sent to your email address. The confirmation page has 3 very important items: (1) Your User ID number (use this number when calling in and logging into the site), (2) the phone number to call, and (3) printable cards to remind you of the category names and numbers.
Q. What is the password used for?
A. When you return to the www.TheExpenseTracker.com website, click the login button. You will enter your User ID and the password you created during the sign-up process. This password should be kept safe. Additional users can call into the system and leave expenses using your User ID. They do not need your password unless they are logging into the website.
Q. Why don't we enter the income amount before taxes and have columns for taxes?
A. This is meant to be a high-level expense tracker. The real power of The Expense Tracker is in tracking your discretionary money. Before you eat out, how much do you have? How much do you spend in Gas? How about gifts, groceries, personal care, etc.? This is where you will find extra money.
Q. Can I put The Expense Tracker into my “favorites”? How?
A. In most browsers (like Internet Explorer, Firefox, Chrome, etc.) you can press (Ctrl+D) to add the current page you are visiting to your bookmarks or favorites.
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