We've added a new page that will allow you to check for duplicates easily. This will be based on having the same Payee Name, Amount, and Date. To access, go to My Transactions, select the Related To dropdown and choose "Check Duplicates".
We've added a new feature to the calendar page that will now give you a monthly summary of your Income minus your Bills. Any day that has a Bil or Income item in it will now also show a summary entry. If the total is greater than 0 it will appear green, if less than 0, red so you can clearly see if your expense are greater than the money coming in.
We now support up to 5 different decimal currencies. To update where the decimal or comma goes in your currency, click on Settings from the upper right corner and you will now see a dropdown where you can choose your type. If it is not listed, please let us know and we can have it added in.
We've created a seperate page to view your amortization charts based off of the My Bills page. From the related to dropdown on the My Bills page, you'll now see a "Pay Down Schedule" option to choose from. We've also updated the amortization chart to include paid payments if the Bill is not a transfer and Total Due was filled out since the balance is based on a static amount and not your current balance.
We've updated the Home Page and renamed it Overview. This will now appear in the Finance menu at the top and gives you a snapshot of all your finances as well as a graph chart, tasks, and shopping list items. Additionally you can drag the modules around to any place you choose. Please let us know if you have any issue on the page.
We've added a new option under the Add To... dropdown when creating a new transaction titled "Cash Back". This will create an additional transaction automatically as a deposit into your Cash account. This is most commonly used when getting cashback from the Grocery Store. The full amount will come out of your checking account but some extra cash will go in your wallet so this tries to mirror that instance.
We've added a sales report page to the Invoices section to allow you to view your profits for a given period of time. At the bottom of the page, you'll also see a history bar chart of the progression of profits for your business as well as current month profits in a pie chart. If you have ideas for other features within the Invoice page, please let us know.
We've updated when balancing your account the ability to clear all unreconciled transactions so the running balance will end at the amount you've entered.
The charts category page will now show you your budget vs how much you've spent in the main category. You can then drill down into sub-categories, payees, and then transactions. You can access by clicking Categories Graph from the Navigation menu.
We've added a new theme titled Corporate found in the dropdown menu at the top of the page. This new theme takes a different approach to organizing your links by having 4 main categories at the top (Finance,Organization, Business, and Add Ons). Each of the top tabs will then adjust the side links to the left. There are two business themes we've been working on and the second one should be available in the next few weeks.
