By default, the date format for importing your transactions is set on the Settings page. Sometimes however, you may be importing a file that has a different date format than your default. You can now change the format before importing your file.
When viewing an expense by sub-category on a graph or pie chart, you will now see a list of the transactions that made up the above amounts as well as the ability to edit the trasnsactions.
You can now tie a URL to your accounts by going to the Banking Logins found at the top of the My Accounts page. When you select an account, the URL and a link will appear below the account you've selected.
We've added the ability to now auto record interest for your credit card and loan accounts. On the day you've selected, we'll create a new transaction based on your current balance on an annual rate of interest. If the day you've selected is past the total number of days in the month, we'll record the interest on the last day of the month. To implement, edit your existing account and click the AutoPay Interest checkbox.
We've update the categories page to now allow you to define your category type as transfer as well as personal or business. Once set, you can switch your Category Summary or Budget between your personal categories and your business categories. If Transfer is set to a category, this will allow you to not include transfers on the graphs and reporting pages.
We've added a new module option to the Overview page titled Totals Summary. This will show you a quick summary of your cash, debt, and investment accounts along with your cash flow for the current month. To access, go to the Overview page and click Personalize.
We've updated the Overview page to now allow you to view an expense pie chart which can be added by clicking on Personalize. We've also updated the Budget module to a more simplified version along with the bar charts added.
We've updated the Import CSV page to now support pages which will allow you to import up to 150 transactions at a time and then import the next page of transactions.
