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.
Principle is now supported. To use, when creating a Loan deposit, make sure you enter a split transaction. The first entry is marked as principle, the second is marked as interest. Once recorded, the My Transactions page will now give you a principle total instead of complete total. Additionally, if you have a Transfer setup in My Bills that transfers to a Loan, we will first record the transfer then take you to a split transaction where you can modify the interest paid on the loan payment. If you have existing deposit transactions, you should now be able to create them as split transactions to record the correct principle. Please let us know if you find any issues.
We've added the ability to view a Pie Chart or Bar chart of your Transactions grouped by Category. This is now the default pie/bar chart for the My Transactions page since the Pie Chart ordered by Transactions could get rather large.
We've added an Income Statement to the left navigation under My Banking. This will give you a breakdown of all your categories by expenses vs. income and then give you a Net Income. You can view up to the most recent 3 months of transactions as well as a YTD comparison vs. last year.
We've added a My Transfers page to the My Banking section on the Navigation menu. This will allow you to separate your Bills from Transfer by checking or unchecking "Tie to Bills" on the My Transfers page. If left checked, the Transfer will show up on both the My Transfers and My Bills page. Transfers recorded will also still have the option to be tied to your budget.
In the "Add To..." dropdown when creating a new Transaction, you now have the ability to have this Transaction generated as a recurring Bill. When Bill is selected, you will be taken to the New Bill form after the Transaction is complete with your Transaction information pre-filled in for the new Bill.
