We've updated the Tab navigation to now allow you to customize as many tabs as you wish. If you have more than 5 tabs in the Live column, you will now see a drop down arrow. This will show the remaining tabs in the live column in the order you've specified.
We've added images to several of the pages to help identify easily the page your looking for from the Tab Navigation. If your screen settings are less than 1280, you might see some page scrolling from left to right. To resolve this we are working on a way to scroll through your Tab Navigation so only 5 will appear at the top but you'll be able to scroll through all the tab in your live tabs list. Alternatively, if you see scrolling you can hide the right or left navigation until you need to enter a new transaction.
We've updated the Goals functions on the My Accounts page. You can now save multiple Goals for an individual Account. You also have the ability to categorize your Goals by adding them to your Budget. When a goal gets tied to a Budget Category, any Transactions entered with this category will apply to your Goal. Otherwise, your Goals balance will be based off the balance of the Account the Goal is tied to.
In an effort to reduce the clutter on some pages, we've added hide/show links to the top of the left and right navigation. When clicked, your settings will be dynamically saved as you browse the site. This should make pages easier to read. We will also be adding this functionality to new entries on all pages to allow you to view the main information your looking at in a more readable view.
We've implemented a way for you to transfer Budget amounts to other budget categories. This is useful for when you have to go over your Budget in one category, you can now make up those funds from another Budget category. This will reallocate your Budget for the current month your viewing only. To access, your Total Avalable amount on the My Budget page is now a link that will begin the process prefilling your transfer with the available amount to be transferred.
We've updated the Transaction Toolbar to now allow you to dynamically create new categories to avoid having to go to the categories page to add your category. To add, click the --Select a Category-- drop-down and choose Add Category
We've updated the Transaction Toolbar to now make Payees dynamically populated. To use, enter the first 2 characters of the payee in the input box. You will then be able to view and select from a list of your available Payees in the list.
We've added a quick to add, delete, or move the Tab Navigation at the top of each page. To the far right of your tabs you will now see a pencil(edit) icon. Once clicked, you can make modifications to your tab settings from any page.
We've adding a Helpful Tips box to randomly show up when new data is entered. This will give helpful information such as duplicate transactions, overspending of your budget, or your debt to income ratio in your Bills. You can choose to not have this show up by clicking the no show checkbox. To turn it back on, go into your settings.
