We've updated how you import your transactions via CSV. Instead of having to reselect the file each time for the next match, we now do this for you automatically. Simply click the Import Transactions button for each batch of transaction you wish to import. We've also add the ability to save the column you've selected from the last import so you don't need to reselect this as well. This should make it much quicker to import your transactions going forward.
We've added a new tool to our business section that allows you to checkin and out products from your Product Inventory. This will keep track of the location, who checked it out, why they checked it out, and more. To access, click the business tab or go to https://secure.budgettracker.com/checkin.htm
You can now change the date range settings for your budget based on a fiscal date you set. To set it up, go to the Settings page and looking for Fiscal Date under the Business Settings section. This is applied to the My Budget and Budget Report pages.
When editing your account on the My Accounts page, instead of seeing a field to change the opening balance, we've replaced this with your current balance. This will automatically adjust your initial transaction to bring your account up to date. This is an alternative to balancing your account and should be more useful when updating your bank account information. This change was also applied to the mobile site for a quick way to balance your account.
We've added default categories to the mobile app when creating or editing transactions. Once you select a default category, it will automatically get added to your categories list. You can then visit the My Categories page on the site to add that category to your budget.
We've added a new channel to report issues found on the site. At the top right of the screen you'll now see "Report Issue" where you can specify if it's a bug, new idea, or just a general question. Then at the bottom of each page you'll see a "My Reported Issues" link. While you can continue to use the Message Boards for issues, if you have data sensitive information to help us track down the issue, you can use this way of communicating with us instead. Additionally, you'll also see an option for the status of the issue so you can see if it's been resolved or not. Comments will continue to be communicated through email but this will give a single place to check on if your issue was addressed or not.
We've added a new type of account called Gift Cards to the My Accounts page. This will get added to your Net Worth. In addition, we've also added a Gift Card section under More... to the mobile website. While the current accounts prevent only the last 4 of your account number, the gift card accounts will allow you to enter in the full gift card number so you can now have the number with you on your mobile device in case you leave your gift cards at home. You'll also be able to track how much is left on your gift cards.