Good suggestion. We'll look into possibly adding this as a feature to the "Add To..." dropdown or possibly detect if the transaction has been entered with the same name and amount more than once and then automatically show a box allowing users to create a recurrence out of this item. We are also looking into creating a My Transfers section which will include Bill and Non-Bill Transfers.
01/22/2008 14:57:05
Dan
User
Bills, Transactions, Transfers
Suppose I set up 3 accounts: a checking account, a credit card, and a car loan. As I purchase items with the credit card, those transactions are added to the credit card account. Both the credit card bill and the car loan payment are recurring bills that are paid from the checking account every month. Both payment transactions are actually transfers -- from checking to the credit card account (to offset credit card purchases) and from checking to the loan account (to offset the loan balance).
I'm wondering if the process of (a) creating bills, and (b) handling transfers might be simpler if they were both simply aspects of a new transaction. For example, assuming all three accounts were already set up, then: -- When I pay the credit card or the car loan, in the New Transaction form, I would have the option to identify it as a transfer and select the account that the money is being transferred to; -- When I pay the credit card or the car loan, in the New Transaction form, I would have the option to set a recurrence for that transaction; -- I would also be able to select whether I wanted that transaction to appear on the calendar or not; -- I would have the option to identify the transaction as one that should be added to the list of bills; -- I would have the option to identify the transaction as tied to the budget. Handling all of this from the New Transaction form might make things a bit more intuitive.
