We've updated the Transaction Toolbar to now allow you to dynamically create new categories to avoid having to go to the categories page to add your category. To add, click the --Select a Category-- drop-down and choose Add Category
We've updated the Transaction Toolbar to now make Payees dynamically populated. To use, enter the first 2 characters of the payee in the input box. You will then be able to view and select from a list of your available Payees in the list.
We've added a quick to add, delete, or move the Tab Navigation at the top of each page. To the far right of your tabs you will now see a pencil(edit) icon. Once clicked, you can make modifications to your tab settings from any page.
We've adding a Helpful Tips box to randomly show up when new data is entered. This will give helpful information such as duplicate transactions, overspending of your budget, or your debt to income ratio in your Bills. You can choose to not have this show up by clicking the no show checkbox. To turn it back on, go into your settings.
We've implemented a way for users to enter Transactions either on your desktop or your mobile phone without needing an internet connection. We have intergrated importing transactions with .CSV files which most commonly can be used with Microsoft Excel. Once your file is saved, you can then import it into the BudgetTracker system. To access, click Offline Transactions from the Navigation menu under My Finances. We've set up some starting templates for each of your Bank Accounts to get started. You must be a subscribed user to use this service.
When clicking on View Payees from the My Transactions page, you will now see a breakdown of "this month", "last month", and "last 3 months" averages for each Payee.
We now offer the ability to view your Upcoming Bills, Shopping List, Bill Contacts, Upcoming Reminders, and links to create new entries organized in an RSS reader. Please read through the terms carefully before using RSS for your data. You can find the link to RSS feeds from the Navigation Menu.
We've added the ability to convert your income transaction names to something more recognizable. The it works is you enter a name that is either equal to or contains the name of the Payee being imported. Then enter the name you would like to rename it for all future or existing Transactions. Since banks will usually add extra text to the payee name such as account information or tracking id's, this will make it easier to view transactions coming in. We also plan on adding verification to Imported Transactions to let you know if the transaction may already exist in your Transactions.
We've added the ability to add Goals to your Savings account. You can give it a name and an amount. Then as you enter deposit transactions into your Savings accounts, your Goals will automatically get adjusted. To access, click on Update Accounts from the Finance menu in the Navigation menu.
Since our current Message Board has turned into more of a Q & A session, we've renamed this to the Help Center. This is a place where users can come and ask questions or suggest recommendations for the site. Because of this, we have created a new Message Board site where users can talk among each other about Financial Topics. If you have an idea for a category that may be missing on the new Message Boards, please let us know and we'll see about adding it in. To access, you can register at http://www.budgettrackerstore.com/forums/index.php. If you are a financial adviser or have a special trait that can be useful for the public, please email us at service@budgettracker.com and we'll see about setting you up to help others with their finances.
