We've updated the Monthly navigation menu to now provide two drop downs (monthly and yearly). This will allow you to navigate to different months easier so you dont need to scroll down too much to get to a certain month and year.
On the My Bills page, you will now see a link titled "Bills List". This allows to you to view all existing Bills. This was implemented because the current version defaults to the Bill Forecast which may or may not include all your Bills from one screen. The Bills List gives you a general summary of each Bill.
We've added the ability to Transfer funds automatically from the My Bills page. You will now see a To Account section next to Payee. When a Bill is set to be transferred, a "T" symbol will show up next to the Bill to be able to distinguish between Payees and Transfers. Once recorded, only the withdrawal will be tied to the Bill, not the deposit. Please let us know if you see any issues.
We have added the ability to cancel an upcoming Bill for the month without having to update the bill itself. From the My Bills page, you will now see a link called "Cancel Bill" next to any Bill that has not yet been recorded as paid.
We've updated the My Bills page to now also show the previous months overdue Bills. Once the Bill is recorded, it gets removed from your current Bill list. Bills paid in the current month will show up as Recorded.
You now have the ability to specify a reallocation amount for your Budget with more than 1 month at a time. Additionally, we've added support to change your Budget amount on a certain month but maintain the previous Budgeting amount. To adjust your amounts, click on the edit pencil icon next to the Budget Item you wish to change, and select Reallocate Amount in the top right corner.
We've increased the amount of free data you can save to a generous amount before a subscription is needed. This will allow you to use the site completely free without having to worry about any data limitions for as long as you wish. The subscription fees will mainly be needed for taking advantage of our extended services such as importing/exporting data and no ads. We are working on several new services (both free and trials) to offer in the near future that we think you'll enjoy using so keep checking back.
We've updated the Transaction Toolbar with a different look and feel to make it easier to understand. The functionality is still the same, only we've made the background white to make it easier to read and match the flow of the rest of the site. Some of the fields that normally do not change have been hidden under a "more>>>" link. Please feel free to leave any feedback you might have on this change.
We have added in a way to customize the Payees you see in the Transaction Toolbar. The current implementation will compile a list of all the Paid To names in your past Transactions. If you navigate to the settings link at the top of the page, you can now have the Payees pulled from the Bills/Payees category on the My Contacts page. This will allow you to tie additional information to the Payees in the Paid To drop-down. By default, all new BIlls and Income Items will record a new Payee in the Bills/Payees category.
