We now provide the ability to import your OFX files as well. This increases our import capabilities to now support CSV, QIF, OFX, Yodlee, and AutoSync. If you have any issues with OFX, please let us know.
We've added the ability to share your category names with your Social Group. This allows users in your group to easily add these categories to their Budget as well. Once added, you have the ability to make individual sub-categories shareable or not. The Social Groups is still in beta so we'll continue to improve on the functionality and how it works. To access, click on Organization > Social Groups and Create a new group for your family, friends, co-workers, or anyone on the BudgetTracker site.
You now have the ability to create bills or income items by updating your transaction or adding a new one. In the Add To dropdown, you will now see Bills/Income for both adding transactions and editing transactions. We'll take the amount, account, date, and payee and create a recurring monthly transaction based on the criteria of your transaction, then mark that transaction as the first paid transaction in that bill or income. If your transaction is deposit, it will get added to My Income, if an expense it will be added to My Bills. If you are transferring funds, it will enter a transfer Bill on the My Bills page.
You now have the ability to set a background color for your Budget items. Once set, this will also carry over to your Transactions so that if you set a colored category to a transaction, that transaction will also have the same background color. To access, click a budget link to update your budget category.
You can now see your account balances from the My Calendar by selecting an account at the top. Each Sunday of the month will now show your balance at that time.
You now have the ability to filter your Bills by account. Note that the Bills List will still include all Bills so this will only affect the Bills Forecast.
If your Bills Payment Date is turned on in Settings, you will now notice that paid bills will show the Payment Date as the date the transaction was recorded and will no longer be a link.
You may have seen your default theme change this morning to the new design for previously registered users. This has been reverted back. If you would like to keep the new design, please select "Default" from the dropdown menu at the top.
