The Invoice application has been updated to now tie in with the Product Inventory application. When entering in new items, a dropdown of all your available inventory will now appear.
We've added the ability to now be able to create multiple versions of Budgeting. Next to the date filters you'll see a new link titled "Options". Once opened you can select the Templates dropdown to create a new budgeting template. Once created, you can easily switch between templates by selecting it from the dropdown menu. In addition, you'll also now see an Account dropdown. This allows you to filter your spent transactions by Account. This is handy for items like Transfers where if you apply the same category, they used to cancel each other out. Now with Account filtering, you can view your budget without the deposit being applied.
We've added in the ability to now be able to split your Bills into multiple categories. When creating or updating a Bill, click the "More Options..." link and check the Split Bill checkbox. This will set your default record transaction to a split transaction as well as update the My Budget page with appropriate amount allocated to that Budget Category.
We've tied the Invoice in with the Contacts page so that now your list of contacts can be chosen from the Invoice dropdown. To send an invoice to a user, select the contact and make sure their email address is entered in the contact information. If the user is in our system, we'll send them a verification message requesting them to approve accepting invoices from you. Once verified, they'll have the ability to view invoices you send to them. At the top of the Invoice page, youll now see a link that will show you all Invoices that have been sent or received and what their status is. If you find anything additional you would like to see on the Invoice page, please let us know.
We've moved the Color Pattern selection from the My Transactions page to the "Settings" page. This will now have an effect on the whole site. Additionally, we've added another option titled "Alternating" which will allow you to view your Bills, Income, and Transactions now in alternating colors.
We've updated the login page a bit to now take you to a secure page to login instead of logging in directly on the home page. Please feel free to bookmark the secure login page instead to go straight to the login box at https://secure.budgettracker.com/login_secure.php
We've made some modifications behind the scenes to speed up the processing of viewing your transactions. In addition, if you have several transactions, you will now notice we've added in some pagination so that your browser won't have a hard time loading them in.
We've implemented new charts and graphs. The implementation allows users to drill down into your categories to get a breakdown versus the transactions entered. In addition, once you begin to drill down into your categories, you'll see a "View History" link at the top allowing you to see a 4 month comparison of your transaction totals. We are working to release more graphs in March so if there is a graph you would like to view that is not available, please let us know and we'll add it in.
You now have the ability to assign a color for all present and future transactions in your registry. To do so, update an existing transaction of the Payee you would like to update and choose a color. You will then notice a checkbox to assign to all Payees. We've also added a new feature that allows you to color code your transactions by past/present/future, expenses vs. deposits, or your own custom colors so that you can go back and forth at your leisure.
We've updated the My Budget page to now handle carry over items automatically instead of on the first of each month. Once selected, you'll now be able to scroll through future months to see the carry over amount integrated.
We've made some changes to backend to improve performance. If you have several sub-categories, you should now see a big reduction in the time it takes to load the page.
