Add account filtering on the Category Summary page and Income Statement page. completed
Add ability to auto record the interest rates on Credit Cards and Loans each month from the My Accounts page
Add support for users entering a new transaction in Euro decimal placement. completed
Performance Updates
Read-Only access for tax accountants to view
iPad updates to allow you to view your online budget on the dashboard page as well as fixes to updating your budget amount. completed
Add a third option to category type titled "transfer". This will allow us to distinguish between income, expense, and transfer categories for the Category Summary page. completed
Add ability to set Personal or Business to your categories to allow users to filter between business and personal expeneses from the same account. completed
iPad updates including currency fix on Accounts Summary.
My Shopping Upgrade completed
Cobranded Solution in the business tab section. completed
Add the option to show transactions from all accounts in one section instead of separated by accounts. completed
Add transfer link next to payment type when creating a new transaction to make it easier to see how to create or edit a transfer transaction. completed
Ability to split transactions on Android, iPhone, and iPad devices.
Support for iPhone 5 extended screens and abilty to select an account when creating/editing a transaction.
Maintain the current state when adding an app from the App Store completed
Add the ability to have folders in Navigation. This may be carried over to the March Release as well. completed
Add Stock Portfolio to the My Accounts page. completed
Import Rollback - We are working on implementing a way to revert your imported transactions in case you've either added them to the wrong account or imported transactions that have already been entered. completed
Further extending the Knowledge Base along with some step by step instructions for getting started.
We will be launching a new program to help with teaching budgeting.
Notifications - ability to send notifications to sub-accounts and vice-versa.completed
We are implementing a Support Center to allow users to communicate through a new communication system and a new Help Desk center to add more features to our Help page. The new page will be called Knowledge Base. completed
Updating common actions such as deleting items to not have to refresh the entire page for some pages throughout the site to speed up updating your data.completed
Translations to Frenchcompleted
Implement better filtering for the Reports & Graphs page.completed
