Principle is now supported. To use, when creating a Loan deposit, make sure you enter a split transaction. The first entry is marked as principle, the second is marked as interest. Once recorded, the My Transactions page will now give you a principle total instead of complete total. Additionally, if you have a Transfer setup in My Bills that transfers to a Loan, we will first record the transfer then take you to a split transaction where you can modify the interest paid on the loan payment. If you have existing deposit transactions, you should now be able to create them as split transactions to record the correct principle. Please let us know if you find any issues.
We've added the ability to view a Pie Chart or Bar chart of your Transactions grouped by Category. This is now the default pie/bar chart for the My Transactions page since the Pie Chart ordered by Transactions could get rather large.
We've added an Income Statement to the left navigation under My Banking. This will give you a breakdown of all your categories by expenses vs. income and then give you a Net Income. You can view up to the most recent 3 months of transactions as well as a YTD comparison vs. last year.
We've added a My Transfers page to the My Banking section on the Navigation menu. This will allow you to separate your Bills from Transfer by checking or unchecking "Tie to Bills" on the My Transfers page. If left checked, the Transfer will show up on both the My Transfers and My Bills page. Transfers recorded will also still have the option to be tied to your budget.
In the "Add To..." dropdown when creating a new Transaction, you now have the ability to have this Transaction generated as a recurring Bill. When Bill is selected, you will be taken to the New Bill form after the Transaction is complete with your Transaction information pre-filled in for the new Bill.
You'll now notice on the My Transactions page that the Transaction amounts are now links. This will enable you to quickly change the amount of the Transaction without having to go to the Update Transactions screen.
The Bills and Income pages now allow you to overwrite a given amount on a monthly basis. Your derfault bill amount will be the amount entered when creating the bill. On the monthly forecast, you will now notice the amounts are links which you can modify and have this carried over to your budget. This allows you to create one monthly reccurence of a Bill and have the ability to change the amounts monthly wihtout creating one-time bills.
We've updated the My Budget graphs to make the graph dark green if you've deposited more than the amount budgeted for Income Budgets only instead of red.
The QIF import page has been updated to now include a way to automatically fill in new Payee names. If you've downloaded your QIF file from your bank, the name will usually not match up with your Transaction so we'll now look for a match in your existing Transactions and give you the option to convert it over with one click. When updating the Transaction name, we will also pre-populate the category for that Transaction based on the existing categories for that Payee.
