We've made several modifications to the Search page to now allow you to do name, tag, and date searches. You also can now search through your existing transactions from the Search page. This gives you more flexibility when trying to narrow down how much you've spent on any given payee over a specific period of time. We plan on adding more Search functionality in the future such as Bills, Income, and Calendar Reminders. If you see any issues or have a suggestion, please let us know.
We've come up with a new way to enter your Transactions. The quick transaction page allows you to easily enter new transactions while browsing the web. The page will only ask for a Payee Name and Amount. Once entered, the transaction date will default to the date entered and be saved to a Pending Transactions table. This allows you to effortlessly enter transactions quickly, then come back and add additional details to the Transaction at a time that is more convenient. To access, click Quick Transaction from the Navigation menu under My Finances.
We've added support for importing Microsoft Money or Quicken QIF files. This should be an available option from your bank or financial institution. The Import Transactions page will now require QIF files instead of CSV. You may still import CSV if you choose by clicking the Import CSV link at the top of the Import Transactions page.
We've updated the Tab navigation to now allow you to customize as many tabs as you wish. If you have more than 5 tabs in the Live column, you will now see a drop down arrow. This will show the remaining tabs in the live column in the order you've specified.
We've added images to several of the pages to help identify easily the page your looking for from the Tab Navigation. If your screen settings are less than 1280, you might see some page scrolling from left to right. To resolve this we are working on a way to scroll through your Tab Navigation so only 5 will appear at the top but you'll be able to scroll through all the tab in your live tabs list. Alternatively, if you see scrolling you can hide the right or left navigation until you need to enter a new transaction.
We've updated the Goals functions on the My Accounts page. You can now save multiple Goals for an individual Account. You also have the ability to categorize your Goals by adding them to your Budget. When a goal gets tied to a Budget Category, any Transactions entered with this category will apply to your Goal. Otherwise, your Goals balance will be based off the balance of the Account the Goal is tied to.
In an effort to reduce the clutter on some pages, we've added hide/show links to the top of the left and right navigation. When clicked, your settings will be dynamically saved as you browse the site. This should make pages easier to read. We will also be adding this functionality to new entries on all pages to allow you to view the main information your looking at in a more readable view.
We've implemented a way for you to transfer Budget amounts to other budget categories. This is useful for when you have to go over your Budget in one category, you can now make up those funds from another Budget category. This will reallocate your Budget for the current month your viewing only. To access, your Total Avalable amount on the My Budget page is now a link that will begin the process prefilling your transfer with the available amount to be transferred.
