In order to help with getting started and understading the site, we've integrated a guide tab on the right of each page that will allow you to view questions & answers as well as a list of terms on the page. In addtion, you'll be able to ask your own questions from this tab which will show up in the tab if it becomes a common question. All questions submitted however will get answered via email as well. This currently exists on the My Bills and My Income page and we'll be rolling it out to other pages as well in the next few days.
We've added a link the sub-account page titled "sharing". This will take you to the sharing page so that you can share things like giving your sub-account users permission to enter in transactions on your accounts.
We've added a way for you to now set a new amount for your bills or income and have that amount carry on as the new bill or income amount going forward without changing your past amounts already set. You'll now see a dropdown where you can select One Time or Ongoing when overriding your bill or income.
We've implemented a new way to carry-over your budget amounts. You can now edit your budget categories and set the carry-over to be either "Ongoing" or "Yearly". This will allow you to reset your carry over amounts on the January 1st of each year. We are also working on providing a way to change future amount dates for your Bills and Income to mirror what manual budgeting does.
We've updated the My Budget page so that the net total of your spent/income amounts is now a link which will take you to all the transactions that make up that amount. Additionally, to support this feature we've added a new option in transaction filters that allow you to view only transactions that have categories.
You now have the ability to merge your sub-category into another sub-category in case you end up with duplicates. To access, go to My Categories and click the "merge" link.
We've updated the My Transactions page so that when you click on the payee name, you will now see a textbox allowing you to rename the payee. Once renamed you will have the option to change this name for all transactions with the same payee name.
When selecting your Gallons when creating a new transaction, you now have the ability to also select the car associated with this so you don't need to go to the Gas Mileage page to update the car.
We've updated the Category Summary to now allow you to filter out categories by clicking the checkbox. In addtion, you can now download your category summary to an excel spreadsheet.
