Overview monthly view option It would be really great to be able to switch between month in the overview section. I really like to compare monthly spending, and this would be a really easy way. Please add!!
1
1516
03/14/2015 01:40:16
Chris
Role:User
Add Filter to My Bills for Paid/Unpaid It would be great to be able to filter the "My Bills" list so that you could view just the bills that haven't been paid. Many times I pay bills early, but it isn't easy to quickly scan the list to see what is still due during a time frame.
You are removing the paid bill amounts from the total at the bottom, but it doesn't make scanning the list easier.
THANKS!
2
1396
11/16/2014 19:59:35
Eli
Role:User
Support Multiple Transfers in Splits My mortgage payment is actually a split where a portion of the payment goes to payoff the principal of the loan, a portion goes to pay the interest for the month, and a portion goes into an escrow. However, when I chose to split the transaction downloaded from my bank, I don't have the option to split it into two transfers and one expense.
This capability is present in the paycheck tool, a
1
1295
06/02/2014 00:47:50
Eli
Role:User
Credit Card APR Credit cards typically have two APRs, one for purchases and one for cash advances. However, credit card accounts in BudgetTracker only allow for one APR that is applied to all transactions.
1
1451
06/02/2014 00:47:28
Eli
Role:User
Smart Paycheck Witholdings I'm impressed with what I've seen so far and am considering a subscriptions, but the paycheck tool seems to be missing the most useful feature in income forecasting, smart withholdings.
The more complex implementation would have the user input their withholding exemptions (IRS W-4) and take into account federal and state tax rates.
The less complex implementation would allow the user
1
1431
05/30/2014 22:54:39
Matt
Role:User
Split Credit Card Balances by Interest Rate It would be useful to be able to split credit card balances by interest rate. For instance I have a credit card with two rates of interest on the overall balance. Half of it is the standard purchase rate and half is a 0% balance transfer rate.
Currently the purchase interest rate is applied to the entire balance, so the interest calculated each month is far higher than in reality, as is the
1
1374
01/20/2014 21:59:25
rebcesarz
Role:User
Generate report by tags Being able to see spending by tags would be a great feature. For example, I have a category called Spending:Miscellaneous spending which I organize with tags. I would like to be able to see how much I'm spending based on these tags instead of creating more categories, within this overall category.
1
1365
01/12/2014 13:47:31
jmr
Role:User
Fractions in stock portfolio I would like to add my fund shares in stock portfolio, but it seems it doesn't allow using fractions in # of shares textbox. Eg. If I try to place 80.150 shares, it's not adding it to my portfolio, but if I place 80 shares, it's OK.
Also when adding a new stock, Date purchased is 00/00/0000. I tried to edit it, but it is still just zeroes.
3
1660
12/03/2013 04:20:38
rebcesarz
Role:User
Make the sidebar navigation customizable I'd like to be able to have specific reports in the sidebar so I can jump right to them. Have something similar to "make this page your start page" except have it be "add to sidebar."
0
1301
11/14/2013 10:04:23
Alex
Role:User
Multi-currency support I think supporting multiple currencies would make BT unreachable to rivals. I see two options how to implement it:
- Full as setting currency per account basis; new transaction and funds transferring would require specify currency and exchange rate if applicable.
- Shallow as possibility in transaction to specify exchange rate as additional field to description.
