Color-coding versatility I like the idea of color-coding certain transactions (deposits = green, ING AIP transfers = orange, work expenses = red, etc.) however it would be ideal to establish parameters so that every transaction imported would be evaluated for the above-mentioned types of transaction and then automatically color-coded the appropriate color. I hope I didn't muddle the concept by my description. I believe
Reconcile When you are in your transaction lists you can click the unreconciled to cleared. Can you make it where you can click on it an all the options come up. Example: Unreconciled >>>reconciled>>>to cleared. I would use that function more right now I just mark everything cleared if I see it online cause its a pain to go back to each transaction upload it and mark it cleared. Make sense?
5
1180
09/12/2008 00:56:52
Cathea
Role:User
Schedule Bill Hello, I pay my mortgage semi-monthly. I there anyway you could add this as an option under recurrence? Thanks
3
1206
09/12/2008 00:52:28
David
Role:User
Import/Export I'd like to see a way to custom import my .csv file. For example; Category and Sub-category should be able to import into an account. I spent countless hours setting up my .csv file in Excel thinking I could import all fields in my records. This would be very handy if you have over 100 records to import and wouldn't have to select the categories and sub-categories on each record imported.
1
1130
08/22/2008 22:40:16
Jennifer
Role:Debt Counselor
Attachments Wondering if a file attachment option could be possible. I have some things in excel that I cant do in budgettracker as far as rolling down credit/debt etc. so would like to have it available for when I log into budgettracker from any computer instead of emailing it to myself back and forth when I update it. So that is my idea and suggestion.
2
1279
08/01/2008 23:30:34
JennyC
Role:User
Deposits before withdrawals Would it be possible that if a day has both deposits and withdrawals, that the deposits be listed first? Or have the option to be able to decide what order the transactions are listed in? Thank you!
3
1179
07/01/2008 10:01:55
Jennifer
Role:Debt Counselor
Credit Score Section Any way we can have it so we can keep track of more then one persons credit scores? the graphs dont need to be together or anything so option of credit score #2 and put someone elses in there.
1
1152
06/13/2008 22:12:15
JennyC
Role:User
IOU tab Would it be possible to have an IOU tab? I just started using those and a quick link to that would be wonderful.
Thank you!
1
1078
06/11/2008 20:50:50
JennyC
Role:User
Credit Score Would it be possible to add a tab/sidebar for keeping track of credit scores? It'd be nice to see how it's changing.