On the website, we’ve implemented a Charts Module that will allow you to see a quick summary of your spending and account forecasting. To view, click on the update modules link and choose the Chart Summaries module. On our new mobile site, you’ll now see a Charts link under the more section which will also […]
The main thing to keep in mind when setting up a credit is that we offer 2 main screens for credit card setup. The first is My Accounts which allows you to assign your transactions to a specific credit card account for tracking purposes. The other is the My Bills page. This lets you setup […]
Nearly every financial guru tells potential budgeters to start their financial management with a simple (but not easy) task: track every single penny. For Source: How to Create a Hassle-Free Budget Plan for Tracking Expenses
Credit Card payments are a bit tricky to track in your budget. On one hand, you’re paying down a debt similar to your house payment so it counts towards increasing your net worth but on the other hand, if you’re making monthly payments, this feels more like an expense that you want to budget for. […]
A big part of staying on top of your budget and utilizing the BudgetTracker tool is to record all your transactions. This can however be a time consuming and difficult task to stay on top of it day to day so here are some optional tips you can use to remain up to date: Set […]
We’ve made some exchange rate updates. Now when viewing the My Transaction page, any accounts that have a custom exchange rate will get calculated into the total balance which is your default currency.
Getting Started To help get started with the new iPad app, this article will give you a walk-thru of the app. When you first install the app, the Home screen is a list of all your categories and stored locally on your device. Clicking the plus sign in the upper right corner will allow you […]
When thinking about budgeting your money, there are typically two types of budgeting, Categorization and Envelopes. The idea behind categories is that you create separate categories for each expense over a monthly period and allocate from the entire monthly income how much you would like to spend during that month. With Envelopes, this usually is […]
