On the right side of each page in default design, you'll now see a push pin. Additionally on each page you'll now see a gray star at the top. Clicking on the star will now save it to your pin so that when you open the pin, any page you have clicked the star on will appear in your Pin Favorites for quick access to all your favorite applications from any page. We'll also be adding other features to this pin section so if you have ideas for what you'd like to see, please post or email us.
We've created a new setup wizard page that will first walk you through quickly creating your Accounts, Bills, and Income. You are then taken to a page where you can quickly assign budget categories. And the final page will allow you to tie your Budget Categories and Accounts to the Income and Bills you've just created. This is mainly geared towards new users to quickly setup some data and then modify it as needed but we are also making it available for existing users as well. To access, click Setup Wizard from the left navigation under the Finance Tab.
We've added a sub-total amount to the bottom of each accounts list of Transactions. This allows you to see how much your transactions total to based on your filter criteria. Note that if you have pagination, it will only sub-total your viewed transactions and not transactions that are on separate pages.
We've updated the Date Picker on some of the existing applications to a new style. Please let us know if you find any issue with your browser choosing a date. You will now see the date popup when click on the date textbox.
We've added a Transaction Forecast graph for the next three months to the bottom of the Transaction Forecast page. Note you must be a subscribed user to view graphs.
We've released the first phase of integrating CRM into the BudgetTracker system. From the Business tab, you can now save Clients, Vendors, Prospects, Leads, and Business Accounts and tie these in with your Contacts. We will also be integrating a Projections application later this month.
We are now supporting the ability to define daily scheduling for your Bills, Income, and Calendar Reminders. When updating or creating a new Bill, you will now see a Daily option where you can select how many day in between the bill should occur. This will automatically get carried over to your Calendar, Forecast, and Graphs.
We've added the ability to now filter out specific sub-categories when viewing graphs. To filter out a category, go to the Categories page and update a sub-category. You will now see an option to show/hide from graphs. This will only be applied to Budget vs Spent, Net Totals, and Income vs Expenses.
