We've implemented a way for users to enter Transactions either on your desktop or your mobile phone without needing an internet connection. We have intergrated importing transactions with .CSV files which most commonly can be used with Microsoft Excel. Once your file is saved, you can then import it into the BudgetTracker system. To access, click Offline Transactions from the Navigation menu under My Finances. We've set up some starting templates for each of your Bank Accounts to get started. You must be a subscribed user to use this service.
When clicking on View Payees from the My Transactions page, you will now see a breakdown of "this month", "last month", and "last 3 months" averages for each Payee.
We now offer the ability to view your Upcoming Bills, Shopping List, Bill Contacts, Upcoming Reminders, and links to create new entries organized in an RSS reader. Please read through the terms carefully before using RSS for your data. You can find the link to RSS feeds from the Navigation Menu.
We've added the ability to convert your income transaction names to something more recognizable. The it works is you enter a name that is either equal to or contains the name of the Payee being imported. Then enter the name you would like to rename it for all future or existing Transactions. Since banks will usually add extra text to the payee name such as account information or tracking id's, this will make it easier to view transactions coming in. We also plan on adding verification to Imported Transactions to let you know if the transaction may already exist in your Transactions.
We've added the ability to add Goals to your Savings account. You can give it a name and an amount. Then as you enter deposit transactions into your Savings accounts, your Goals will automatically get adjusted. To access, click on Update Accounts from the Finance menu in the Navigation menu.
Since our current Message Board has turned into more of a Q & A session, we've renamed this to the Help Center. This is a place where users can come and ask questions or suggest recommendations for the site. Because of this, we have created a new Message Board site where users can talk among each other about Financial Topics. If you have an idea for a category that may be missing on the new Message Boards, please let us know and we'll see about adding it in. To access, you can register at http://www.budgettrackerstore.com/forums/index.php. If you are a financial adviser or have a special trait that can be useful for the public, please email us at service@budgettracker.com and we'll see about setting you up to help others with their finances.
We've added a BudgetTracker Store to the site which utilizes Amazon's products. We've created some Financial sections for you to browse. Along with this, we're providing a way to see how much you'll have available for Shopping by visiting the Financial Summary page under the Finance section in the Navigation Toolbar. You can then adjust the percentage of available Income you'll have left over at the end of the following month to put towards Shopping or Savings.
We've created a Finance Summary page to give you a high level view of all your current finances. This will show how much will be left at the end of the current month as well as the month after once all Bills and Income have been paid. You can then adjust how much of your Budget you think you'll end up spending. Once complete, we'll give you an estimate of how much money you have available for Shopping. To access, click on Finance Summary from the Finance section in the Navigation Toolbar.
We've added a new section to the Settings page that allows you to now choose a Theme. This will give you a new look and feel of the site. For starting, we've implemented a new theme called "Emerald". This has more glass effects and rounded modules. To try it out, click on "Settings" from the top right corner and scroll down to the Themes section. We plan on implementing several more themes, so if you have an idea in mind or an example, please feel free to let us know.
We've added an Account Forecast link to the My Bills page. This will allow you to view your projected account balance at the end of the month for each account so you'll know if a Bill needs to get paid before it's due date. You have the option to view your list by Bills only or Transactions and Bills Due.
