You now have the ability to have your categories show up as drop-downs on My Transactions page. By default, these will be links for slower computers. When selecting a new category, this will be dynamically updated on the back-end. To implement, please click the "Settings" link in the upper right corner and look for "Transaction Categories". Please note that when viewing several transactions, this will have slower page load times.
On the My Bills page, we are now checking if the scheduled Bill is setup as a Transfer to a loan account to help record your principal amount. If the Bill has been recorded without a principal amount entered, you will now see a link titled "Update Principal" which will take you to the Update Transaction page of the deposited amount into your loan account.
We've updated the site to better support adding categories dynamically without having to leave the page you're currently on. This has been applied to creating/updating Transactions, Importing Transactions and updating the category from the My Transactions page.
We've added a new entry to the mobile version of the site titled My Accounts. This will allow you to view account balances for each account for the day from your mobile phone.
The Shopping List has been updated to now allow you to complete items without deleting them. This now follows the same pattern as the My Tasks page when completing or deleting entries.
We've added a complete total to the bottom of the My Accounts page. In addition, you can now click on a Balance Date link to change the ending date of the balance you wish to see for all accounts. This will allow you to view the balance of your accounts with future transactions included.
We've added a way to import your Yodlee downloads. In addition, we'll track the transactions you've already entered so you can continue to import all transactions for the current month without having to figure out which ones are new. To access, click My Transactions > Import and you'll now see a link for "Yodlee". Yodlee is a free service that will automatically grab all your transactions for all bank and credit accounts. For more information, visit http://www.yodlee.com
We've added a Balance Sheet to the Graphs & Reports section of the Navigation Toolbar. This will give you a break down of your current cash and assets minus loans and liabilities.
You can now create your own event names when creating or updating a calendar reminder. To access, click the Events dropdown and select "Add Event" from the bottom of the list.
We've updated the My Transactions page to now allow you to quickly update the category of a transaction without having to update the entire transaction and refresh the page. The categories are now links that will dynamically open a popup allowing you to change the category. For the Pie Chart of categories by transaction, you can navigate to Graphs & Reports > Transactions Pie which is where the categories link used to point to.
