Buxfer Blog

Sync with ANZ bank, account groups, hiding inactive accounts and multiple currencies

September 9th, 2009 by Shashank

Folks,

The blog has been quiet for a while, but that’s only because we have been working hard to release new features, fix issues and make the site work better for all of you. Over the last three months, we have addressed the following issues:

  • We have added support for automatic synchronization with ANZ New Zealand, First Premier Credit Cards, Orchard Credit Card. We have also fixed several sync issues with CapitalOne, TD BankNorth, USECU, and more.
  • You can group accounts into categories (checking, saving, credit card) and see a sub-total for each type. Simply click on an account and edit it’s type
  • We have provided a very sophisticated interface for navigating long lists of transactions. You can click on a page number of jump to any particular page you wish by entering a page number. No more clicking on tiny arrows :)
  • We have expanded user profile information for providing better targeted services. E.g., based on your zipcode/location information, we are able to provide more accurate automatic categorization
  • You can delete accounts which have been closed or are no longer in use without deleting the transactions within that account. Just delete the account as you normally would, and you will get a prompt asking you whether you want to delete the transactions within that account as well
  • Easier editing of budgets: you can choose whether your edits should apply to the current month only, or all previous months
  • Easier deletion of automatic rules: you can choose whether the rule should be deleted from past transactions it was applied to or not
  • For those using accounts with multiple currencies, currency conversion rate is automatically pulled from online sources. However, this rate is used only when the account is created. Once created, the rate stays static unless you change it manually

We are busy working on the next round of updates. Stay tuned!

Maintenance outage on Thursday night

June 25th, 2009 by Shashank

We will be having a short downtime for 30 minutes sometime between Thursday Jun 25 10pm to Friday Jun 26 2am (Pacific Standard Time). Apologies for the inconvenience caused.

Syncing problems fixed for Chase, WaMu, US Bank

June 1st, 2009 by Shashank

For Chase bank account holders: please use ‘Chase - Banking’ as the financial institution.

For WaMu customers: Chase is slowly moving over users from wamu.com to chase.com. Try logging into wamu.com and if you have been moved to chase.com you will be presented with an appropriate message. Please use “Chase - Banking” as the financial institution for your account if your online access method has been changed to chase.com.

US Bank customers: Just sync your account again, and things should work fine.

Let us know if there’s something that still doesn’t work for you!

Scheduled maintenance outage

May 13th, 2009 by Shashank

Folks,

We will be having a short downtime for 30 minutes sometime between Wednesday May 13 10pm to Thursday May 14 2am. Apologies for the inconvenience caused.

Automatic synchronization for HDFC Bank (India)

April 18th, 2009 by Shashank

After adding support for ICICI a couple of weeks back, we have now done the same for HDFC bank. Please try it out and let us know if you face any problems!

Automatic synchronization for ICICI Bank (India)

April 2nd, 2009 by Shashank

Guys,

Pleased to announce that we now support automatic transaction downloads and synchronization for ICICI Bank, India. Try it out and let us know if you face any problems!

Bank of America, ING, SunTrust problems fixed

March 31st, 2009 by Shashank

Those facing problems syncing accounts during the last month can heave a sigh of relief (finally!) It took longer than usual, but we were occupied with rolling out some other important updates.

If any of these banks still doesn’t work for you, shoot an email to support [AT] buxfer

Upgraded interface, budgets, and more …

March 26th, 2009 by Shashank

Folks,

We rolled out several important updates to the site last night:

Budgets

  • Create budgets for different periods: weekly, monthly and yearly
  • Specify start dates and balances for budgets which rollover

Interface changes

  • Projections stands out separately, and is not hidden underneath Reports anymore
  • Use of more graphics and icons as opposed to text, better colors and better layout
  • No advertisements!
  • Sync problems with several banks (including ING) have been fixed

Hope you like the new changes and find them useful!

Improved budgeting …

February 9th, 2009 by Shashank

Folks,

We have released a few important updates to the way budgets work:

  • You can set different limits for different months. Some months are more costly, due to some unforeseen expenses. You can now bump up the limit only for that month. Just edit the limit for a budget as usual, the edit will apply only to the current month. Past months will not be affected
  • Returns and refunds are accounted in budgets. If you enter transactions manually, use the new ‘Refund’ type for transactions. If you sync/import from the bank, you can click on the transaction and ‘Mark it as a refund’.
  • You can start/stop a budget. Clicking ‘Delete’ for a budget only stops it from the current month onwards. Past months are not affected

Hope this improves your budgeting experience! :)

Buxfer availability issues

January 4th, 2009 by Shashank

Sorry guys, the availability of Buxfer has been quite shaky in the past few days. We are looking into the problem, and should have it resolved very soon. We sincerely apologize for the inconvenience this causes you, and hope you will bear with us.