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Administrator
Updating your bank account amounts
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.
05/19/2016 10:35:10
support
Administrator
Categories Page added to Mobile
You'll now see a Categories link under the More section on our mobile version.
05/17/2016 15:35:28
support
Administrator
Default Categories For Mobile
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.
05/17/2016 10:04:56
support
Administrator
Mobile Account Permissions
We've added the ability to switch between your sub-accounts on the mobile version of our site. You'll find the Account Permissions link under the More navigation menu.
05/14/2016 15:35:03
support
Administrator
Importing Transactions with Categories
We've updated the import payee rules to now allow you to set a category for a payee conversion. This will help in automatically assigning a category to an imported transaction.
05/12/2016 10:16:46
support
Administrator
Issue Reporting
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.
04/20/2016 17:05:40
support
Administrator
Gift Cards
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.
04/17/2016 02:21:54
support
Administrator
Income Statement for Mobile
We've added the income statement page to our mobile app. In addition, since we are starting to add more reporting to mobile, we've created a new directory on the mobile website titled Reporting.
04/02/2016 15:32:12
support
Administrator
Balance Account Updates
We've updated the Balance Account option to make it easier to understand. Instead of forcing you to clear all transactions to bring your account balance up to date, we've change the checkbox to allow you to state if you want to include unreconciled transactions or not. By leaving this checked, your balance will be adjusted to the amount you enter. Additionally, if you are updating your balance on the My Accounts page and you want to adjust your balance for a future date, just change the "as of" date at the top of the page and this will get reflected as of the date you choose instead of the current date.
03/30/2016 15:20:27
support
Administrator
Mobile Balance Sheet
We've added your balance sheet to the mobile site under the more option. In addition, you can now filter out an account on the balance sheet on our website to see what your net worth would look like without an account.
03/25/2016 20:49:48



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