You'll now notice on the My Transactions page that the Transaction amounts are now links. This will enable you to quickly change the amount of the Transaction without having to go to the Update Transactions screen.
The Bills and Income pages now allow you to overwrite a given amount on a monthly basis. Your derfault bill amount will be the amount entered when creating the bill. On the monthly forecast, you will now notice the amounts are links which you can modify and have this carried over to your budget. This allows you to create one monthly reccurence of a Bill and have the ability to change the amounts monthly wihtout creating one-time bills.
We've updated the My Budget graphs to make the graph dark green if you've deposited more than the amount budgeted for Income Budgets only instead of red.
The QIF import page has been updated to now include a way to automatically fill in new Payee names. If you've downloaded your QIF file from your bank, the name will usually not match up with your Transaction so we'll now look for a match in your existing Transactions and give you the option to convert it over with one click. When updating the Transaction name, we will also pre-populate the category for that Transaction based on the existing categories for that Payee.
We've updated the Payee List page to also include a Category field. This will allow you to update the categories of all Transactions for any Payee with one click.
We've added your Interest Rate to the main My Accounts page. In addition, we are looking into also calculating how much your interest rate will be at the current balance.
We've updated the Categories page to only show all of your existing categories with no relation to your Budget. To do this, we've added categories that are not a part of your Budget yet to the My Budget page which will now show up in gray and allow you to add them to your Budget if you choose. This was done because we found users were getting confused seeing Budget Amounts on a Categories only page. This should help clearly define which list is your Categories and which ones are tied to your Budget.
We've updated the My Bills and My Income pages to now include a "Tie to Budget" checkbox next to the category drop-down. Originally we were attaching this category to your Budget by default but found problems when users wanted to make other Transactions to the same category. Now if your Bill or Income item is the only thing that will be coming out of that Budget category, "Tie to Budget" will automatically figure out the amount for the given month for you. Otherwise, your Budget amount will go off of what you set it to on the My Budget page.
We've added a new application that will allow you to keep track of your time by projects. To access, click My Organizer > Time Sheet from the Navigation menu.
The Transaction Toolbar has been updated so that when you now select a Payee, we'll find the last transaction made and pre-select your Account and Category for you.
