We've updated the My Budget page to now show all sub-categories that have a custom month set. If a custom sub-category does not have a budget for the current month, you will now see the next month it's due and the amount that will be applied to it.
We've added the ability to offset your Budget items by days into the following month. This allows you to apply a transaction due on the first of the month to a budget from the previous month. When adding or Updating a budget item, you can now choose from 1-10 days to offset your budget amount.
We'd updated the My Budget page to rename the term "Reallocation" to "Override" instead. We feel this gives users a better understanding of what they are doing when changing a budget amount for a given month. The original budget amount is what was entered but this can be overwritten on a monthly basis by clicking the budget amount link. To update the original amount of your Budget, click the name of the Budget Category link.
We've added a My Loans page that will display all existing loans and the loans message board from one page. To access, click My Finances> My Loans from the Navigation menu.
We've added a new My Credit page that will allow you to view all your credit cards, the credit message board and how to get your credit report from one page. We plan on adding addtional information such as low interest credit card deals and other things related to credit.
We've updated the My Shopping page to now allow you to update the amount of your items without having to update the full item by clicking on the price link. Additionally, we've added the ability to pre-fill a new transaction based on the amount you've spent shopping.
We've added a Date Filter to the Bills/Income Forecast. You can access this page by clicking on My Bills then the Bills/Income Forecast tab. We are looking into adding a date filter on the My Bills and My Income page as well.
We've added a My Goals page to the site. You can access it from My Finances > My Goals. The way it works is you can create a goal that is either tied to a Savings Account or a Budget Category. Once the goal is set, any deposits made from the New Transaction toolbar against that goal will show up on the My Goals page. Additionally on the My Accounts page, any goals that are tied to a Savings Account will show up for that Account.
We've added the current balance to the account title bars on the My Transactions page. This will allow you to still view your balance if the title bar is minimized
