We've added some filtering capabilities to the My Bills page. Now when viewing the Monthly Forecast, you can change your view to Last Month, This Week, Next 30 Days, and others. If you find other filters useful that you don't see in the drop-down, please let us know and we'll see about adding them in.
We've updated the forecast for the Custom Applications on the site to now support more than just monthly views. You can select views by week, month, and days.
We've added two new forums to the site, Community Forums and Business Forums. The community forums will be mainly for users to discuss topics among other users. We will be posting very few comments here in an effort to grow the community but we will monitor the messages. If you have a question that needs our reply, please post on the Help Center instead. The Business Forums was created to help people get information for either starting a new business or grow their current one. If you have any ideas, please feel free to post your comments on any of these Forums or send us an email at service@budgettracker.com
We've removed the top links and replaced them with a quick filter dropdown. This will now allow you to quickly select 30/60/90 days in the past or future as well as some other options such as last/next month. If you have ideas for other quick filters, please feel free to let us know.
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.