FormBuilder - We've created a new application for our business users that will allow you to design and create forms on the website, then view and sign them on your iPad. In addition, when you add employees to your account, the forms they have signed will be available to view right from the BudgetTracker application. To get started, click the Business tab and choose FormBuilder.
You now have the ability to filter your forecast by bill or income name. You'll now see a new dropdown at the top of the forecast allowing you to choose a bill or income on the My Bills or My Income page.
You can exclude transfers on the Income Statement page by clicking on the Include/Do Not Include Transfers drop down at the top of the page. This will help remove items that should not be considered as part of your income or expenses.
When creating a new transfer transaction, we'll no longer take you to a new page. Instead you'll now see a "To Account" dropdown show up in the new transaction window.
For users who are concerned about the hearbleed bug going around, we wanted to let you know that our servers are protected from the bug. More information regarding our servers can be found here http://www.rackspace.com/blog/updated-the-heartbleed-openssl-vulnerability/
We've added a new link titled "split" to the My Transactions page for each transaction that will allow you to split a transaction without having to go to the Edit Transaction page.
We've added a new page that will now give you the ability to find transfer transactions that are not tied together as a transfer. To access, go to My Transactions, click on the "Related Pages..." dropdown in the upper left and choose "Possible Transfers". This will allow you to verify and check off all transactions that should be transfers.
When importing a QIF file, some files list the Memo field as the payee instead of the Name field. We've added a dropdown that will allow you to choose the Memo field to be your payee field instead now.