We have modified the My Bills page to a new look and feel. You will now find color coded descriptions at the top of the My Bills section, update and delete links have been replaced with a pencil image, and the Enter New Bill section has been changed to be easier to read and enter in your new Bills. The Update Bills page will now also mirror the look of adding a new bill in. Clicking on "pay bill" will now take you to a New Transaction page with all your Bill information prefilled. This will allow you to change your Transaction date or amount before submiting it to show up as paid in the My Bills section. When entering a URL Site for your Bill, the name of the Bill will now turn into link taking you to the website you entered. We hope you enjoy the new look of My Bills and your comments are always welcome at service@budgettracker.com
We have updated the Transaction Toolbar to now allow you to either click the Calendar image to enter a date, or manually enter the date in. We have also updated the background of all textboxes and select boxes to white instead of gray to make it easier to read what your typing in.
We have modified the My Favorites page to a new look and feel to make it easier to read, navigate, and view your Bookmarks. We have also changed the name of the My Favorites page to My Bookmarks. To access, click on My Bookmarks from the Navigation menu.
You now have the ability to order your Transactions by Payee, Status, Date, or Amount in Ascending or Descending order. To view your Transactions, click the "View Transactions" tab at the top once logged in.
The Transaction Toolbar will now pre-select the account of the last Transaction that was entered in. This will avoid having to contantly select an account when entering new Transactions.
We have made an update to the Import Transaction page. When downloading the .csv file from your bank or institution, you must remove any of the first 4 columns you do not wish to have saved to your transactions. This will make it easier for you to match up what your column list says on the Import Transactions page and what you have downloaded.
We have made 2 updates to these sections. In My Income, you will now see a link called "record income". If an account is tied to your income item, this will automatically create an income transaction for you and record it under View Transactions. If not, the income name and amount will pre-populate the Transaction Toolbar for you. The second update is how My Income and My Bills shows up as "paid". The income/bill name will be compared against all your transaction names for the given month. If you have more than one item, the first transaction entered will show up as paid for the first Income or Bill item in your list, then the second, and so on. This will mainly show up for weekly recurrences for Bills or Income. Or if you have 2 monthly items with the same name. Bills will only be compared against Transactions with a withdrawal amount and Income items will only be compared against Transactions with a deposit amount.
We have added the ability to tie an account to your Bills. By doing this, when clicking on the "pay bill" link, your transaction will now automatically be saved. *Please note: you must update your Bills with their associated account to auto-save your transaction when clicking the "pay bill" link. You will notice the new accounts drop-down when creating new Bills or updating existing ones.
We have implemented a site survey to better understand what our customers want out of a Budgeting website. To take the survey, please login and click the link "Survey" from the Navigation menu.
Reporting Graphs will now show perentages next to each items total amount. To access, click on Reports from the Navigation menu and select the Graph you wish to view.
