The Transaction Toolbar will now pre-select the account of the last Transaction that was entered in. This will avoid having to contantly select an account when entering new Transactions.
We have made an update to the Import Transaction page. When downloading the .csv file from your bank or institution, you must remove any of the first 4 columns you do not wish to have saved to your transactions. This will make it easier for you to match up what your column list says on the Import Transactions page and what you have downloaded.
We have made 2 updates to these sections. In My Income, you will now see a link called "record income". If an account is tied to your income item, this will automatically create an income transaction for you and record it under View Transactions. If not, the income name and amount will pre-populate the Transaction Toolbar for you. The second update is how My Income and My Bills shows up as "paid". The income/bill name will be compared against all your transaction names for the given month. If you have more than one item, the first transaction entered will show up as paid for the first Income or Bill item in your list, then the second, and so on. This will mainly show up for weekly recurrences for Bills or Income. Or if you have 2 monthly items with the same name. Bills will only be compared against Transactions with a withdrawal amount and Income items will only be compared against Transactions with a deposit amount.
We have added the ability to tie an account to your Bills. By doing this, when clicking on the "pay bill" link, your transaction will now automatically be saved. *Please note: you must update your Bills with their associated account to auto-save your transaction when clicking the "pay bill" link. You will notice the new accounts drop-down when creating new Bills or updating existing ones.
We have implemented a site survey to better understand what our customers want out of a Budgeting website. To take the survey, please login and click the link "Survey" from the Navigation menu.
Reporting Graphs will now show perentages next to each items total amount. To access, click on Reports from the Navigation menu and select the Graph you wish to view.
We have implemented a way to not only send an alert to your mobile phone when creating a new Calendar Reminder, but you can now have an email sent to you. When creating a new bill, your Email Bill Reminder will now be added to your calendar reminder. This will allow you to change the time of day you want your Bill Reminder sent to your email. To access this new feature, you can either update or create a new Calendar Reminder. At the bottom of the form, you will see a checkmark for having an email sent to your email address.
We are introducting a simpler version of BudgetTracker for users with slow connections or users that have a hard time reading small fonts. This new version has large fonts, minimal colors and links, and an easy to use interface. The simple Budget is directly tied with your current Budget entries so please feel free to switch between simple mode and advanced mode. To access Simple Budget, you can click on "Simple Budget" under "Beta" in the Navigation menu. This is still a work in progress project so only a few simple links are available to use. We will be adding more pages as the beta testing moves forward.
