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	<title>Comments on: Income analysis, transaction splits and more &#8230;</title>
	<atom:link href="http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/</link>
	<description>Easy online money management</description>
	<pubDate>Fri, 30 Jul 2010 02:09:15 +0000</pubDate>
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		<item>
		<title>By: Time Tracking and Finance - Looking for a solution - ?olovi? Vladan</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-16604</link>
		<dc:creator>Time Tracking and Finance - Looking for a solution - ?olovi? Vladan</dc:creator>
		<pubDate>Tue, 13 Jan 2009 10:36:32 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-16604</guid>
		<description>[...] same functionality as Moneytrackin, with additional couple of fixes. It offerst the right way for transaction splits, the transaction description is longer, and tags can be organized into folders (categories and tags [...]</description>
		<content:encoded><![CDATA[<p>[...] same functionality as Moneytrackin, with additional couple of fixes. It offerst the right way for transaction splits, the transaction description is longer, and tags can be organized into folders (categories and tags [...]</p>
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	<item>
		<title>By: Raha</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-13765</link>
		<dc:creator>Raha</dc:creator>
		<pubDate>Sat, 06 Sep 2008 23:10:31 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-13765</guid>
		<description>I have a semi-similar problem that involves splitting transactions and budgets.  I'll explain my problem with an example.  Say I went shopping at walmart and spent $120, $10 of which was on food.  I itemize the transaction saying that I spent 10 on food, and all of it shows up as different tags.  But then when I go to the budget I've set up for food, it adds up all the items with the food tag, so it counts this as $120 instead of $10, making me think I went way over budget.  Is there any way around this?</description>
		<content:encoded><![CDATA[<p>I have a semi-similar problem that involves splitting transactions and budgets.  I&#8217;ll explain my problem with an example.  Say I went shopping at walmart and spent $120, $10 of which was on food.  I itemize the transaction saying that I spent 10 on food, and all of it shows up as different tags.  But then when I go to the budget I&#8217;ve set up for food, it adds up all the items with the food tag, so it counts this as $120 instead of $10, making me think I went way over budget.  Is there any way around this?</p>
]]></content:encoded>
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	<item>
		<title>By: Jason Robinson</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-4545</link>
		<dc:creator>Jason Robinson</dc:creator>
		<pubDate>Tue, 01 Apr 2008 07:09:36 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-4545</guid>
		<description>Hi there!

I've run into a bit of a snag while using the "Split/Itemize" feature - but I can't tell whether the wall I've run into is because I'm trying to do something extraordinary, or whether it's a limitation of the software that should be "fixed".     :-)

So, here's the scenario:

I go to Target and spend $20 on CDs. Normally, I would use Buxfer's multi-tag power to tag my purchase with "media" (money i spend each on music and movie purchases and rentals), and also with "CDs" (because i've been interested to see the trends in my purchasing as I shift from CD and DVD purchases &#38; rentals toward a digital-media lifestyle. I would mark an iTunes purchase with "media" and "iTunes").

So, I'm all good so far - but what if I add $20 worth of chips and soda to my cart for tonight's party?

Ideally, I would be able to itemize my Target purchase as:

$20 - Groceries
$20 - Media, CDs

... but currently, I am unable to add more than one tag to a line item. I receive a warning that the tag "Media, CDs" is invalid because it contains a comma. (Buxfer is regarding the whole string as a tag, rather than recognizing I intend it to be read as two separate tags.)

This isn't a deal-breaker, but asking me to limit each itemization to one tag starts to put a crimp in some of the advanced reporting &#38; tracking I enjoy so much using Buxfer's tags.

Has anyone else run into this situation?

- Jason</description>
		<content:encoded><![CDATA[<p>Hi there!</p>
<p>I&#8217;ve run into a bit of a snag while using the &#8220;Split/Itemize&#8221; feature - but I can&#8217;t tell whether the wall I&#8217;ve run into is because I&#8217;m trying to do something extraordinary, or whether it&#8217;s a limitation of the software that should be &#8220;fixed&#8221;.     :-)</p>
<p>So, here&#8217;s the scenario:</p>
<p>I go to Target and spend $20 on CDs. Normally, I would use Buxfer&#8217;s multi-tag power to tag my purchase with &#8220;media&#8221; (money i spend each on music and movie purchases and rentals), and also with &#8220;CDs&#8221; (because i&#8217;ve been interested to see the trends in my purchasing as I shift from CD and DVD purchases &amp; rentals toward a digital-media lifestyle. I would mark an iTunes purchase with &#8220;media&#8221; and &#8220;iTunes&#8221;).</p>
<p>So, I&#8217;m all good so far - but what if I add $20 worth of chips and soda to my cart for tonight&#8217;s party?</p>
<p>Ideally, I would be able to itemize my Target purchase as:</p>
<p>$20 - Groceries<br />
$20 - Media, CDs</p>
<p>&#8230; but currently, I am unable to add more than one tag to a line item. I receive a warning that the tag &#8220;Media, CDs&#8221; is invalid because it contains a comma. (Buxfer is regarding the whole string as a tag, rather than recognizing I intend it to be read as two separate tags.)</p>
<p>This isn&#8217;t a deal-breaker, but asking me to limit each itemization to one tag starts to put a crimp in some of the advanced reporting &amp; tracking I enjoy so much using Buxfer&#8217;s tags.</p>
<p>Has anyone else run into this situation?</p>
<p>- Jason</p>
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	<item>
		<title>By: Charlie</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3505</link>
		<dc:creator>Charlie</dc:creator>
		<pubDate>Thu, 14 Feb 2008 02:25:51 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3505</guid>
		<description>Actually, I can probably create the report that I need with the transaction download, sorry I did not even think about that before.  I can download that list and then whip something up to read that data and generate the report I am looking for.  The only problem is the way the export handles splits.

As for the reporting feature, the report I was looking to create would be a budget report.  The basic functionality would include creating a monthly (current month, or custom date) report of your budgeted items.  I guess it would be very similar to what you see when you click on the budgets link but the columns would be sortable and display: budget category, tags, budgeted amount, actual spent and difference.  The existing functionality of allowing the user to click the budget item/category and get a page displaying the transactions for that budget category.  Also, there would be a link at the top of the page what link (and a total sum) to a page with all of the transactions that do not match any of the budget categories.  Not really sure if this would be a modification of the current budget page/functionality or if it would fall under a new â€œreportsâ€ section.

Here is a link to a mock up I made to show what I was thinking about for the report.
http://picasaweb.google.com/charlietilt/BuxferImages/photo#5166654785716517650

Full Image Link: http://lh3.google.com/charlietilt/R7OlJ0u0exI/AAAAAAAAAO4/WVVm1jKjmsg/report_mockup.jpg?imgdl=1

As for the API, I am sure there are more advanced reasons that other people would want it, but for my purposes, it would be cool if there were some web services that would allow someone to query the transaction data, tags, etc. so that I could create customized reports.

Anyway, just some ideas...</description>
		<content:encoded><![CDATA[<p>Actually, I can probably create the report that I need with the transaction download, sorry I did not even think about that before.  I can download that list and then whip something up to read that data and generate the report I am looking for.  The only problem is the way the export handles splits.</p>
<p>As for the reporting feature, the report I was looking to create would be a budget report.  The basic functionality would include creating a monthly (current month, or custom date) report of your budgeted items.  I guess it would be very similar to what you see when you click on the budgets link but the columns would be sortable and display: budget category, tags, budgeted amount, actual spent and difference.  The existing functionality of allowing the user to click the budget item/category and get a page displaying the transactions for that budget category.  Also, there would be a link at the top of the page what link (and a total sum) to a page with all of the transactions that do not match any of the budget categories.  Not really sure if this would be a modification of the current budget page/functionality or if it would fall under a new â€œreportsâ€ section.</p>
<p>Here is a link to a mock up I made to show what I was thinking about for the report.<br />
<a href="http://picasaweb.google.com/charlietilt/BuxferImages/photo#5166654785716517650" rel="nofollow">http://picasaweb.google.com/charlietilt/BuxferImages/photo#5166654785716517650</a></p>
<p>Full Image Link: <a href="http://lh3.google.com/charlietilt/R7OlJ0u0exI/AAAAAAAAAO4/WVVm1jKjmsg/report_mockup.jpg?imgdl=1" rel="nofollow">http://lh3.google.com/charlietilt/R7OlJ0u0exI/AAAAAAAAAO4/WVVm1jKjmsg/report_mockup.jpg?imgdl=1</a></p>
<p>As for the API, I am sure there are more advanced reasons that other people would want it, but for my purposes, it would be cool if there were some web services that would allow someone to query the transaction data, tags, etc. so that I could create customized reports.</p>
<p>Anyway, just some ideas&#8230;</p>
]]></content:encoded>
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	<item>
		<title>By: Shashank</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3499</link>
		<dc:creator>Shashank</dc:creator>
		<pubDate>Wed, 13 Feb 2008 18:14:06 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3499</guid>
		<description>Charlie,

We do provide ways for you to download your transactions and analysis -- just click on the 'Download' link on those pages. We also recently added a feature where we send you a weekly financial statement summarizing transactions for the last week.

In case these reports don't suffice, please do email us with what more you would like to see in the reports, or what API functionality you would like us to expose. 

Thanks! :)</description>
		<content:encoded><![CDATA[<p>Charlie,</p>
<p>We do provide ways for you to download your transactions and analysis &#8212; just click on the &#8216;Download&#8217; link on those pages. We also recently added a feature where we send you a weekly financial statement summarizing transactions for the last week.</p>
<p>In case these reports don&#8217;t suffice, please do email us with what more you would like to see in the reports, or what API functionality you would like us to expose. </p>
<p>Thanks! :)</p>
]]></content:encoded>
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	<item>
		<title>By: Charlie</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3495</link>
		<dc:creator>Charlie</dc:creator>
		<pubDate>Wed, 13 Feb 2008 11:54:17 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3495</guid>
		<description>The new features, especially the split feature, are working great!  Thanks for the new updates.  

Do you guys plan to add any reporting features or possibly an API so users can apply for an API key to possibly create their own reports.


Thanks again for a great financial app.</description>
		<content:encoded><![CDATA[<p>The new features, especially the split feature, are working great!  Thanks for the new updates.  </p>
<p>Do you guys plan to add any reporting features or possibly an API so users can apply for an API key to possibly create their own reports.</p>
<p>Thanks again for a great financial app.</p>
]]></content:encoded>
	</item>
	<item>
		<title>By: Shashank</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3360</link>
		<dc:creator>Shashank</dc:creator>
		<pubDate>Wed, 06 Feb 2008 07:48:37 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3360</guid>
		<description>sandwiches: We are working on adding that feature, please stay tuned! :)</description>
		<content:encoded><![CDATA[<p>sandwiches: We are working on adding that feature, please stay tuned! :)</p>
]]></content:encoded>
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	<item>
		<title>By: sandwiches</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3276</link>
		<dc:creator>sandwiches</dc:creator>
		<pubDate>Fri, 01 Feb 2008 19:28:08 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3276</guid>
		<description>I love your site and how much you keep adding to it!

I would never even look at Microsoft Money if it weren't for the cashflow forecast. It really helps me plan things out. I hope you can add something similar, in the future.</description>
		<content:encoded><![CDATA[<p>I love your site and how much you keep adding to it!</p>
<p>I would never even look at Microsoft Money if it weren&#8217;t for the cashflow forecast. It really helps me plan things out. I hope you can add something similar, in the future.</p>
]]></content:encoded>
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	<item>
		<title>By: Prashant</title>
		<link>http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3168</link>
		<dc:creator>Prashant</dc:creator>
		<pubDate>Sun, 27 Jan 2008 10:47:29 +0000</pubDate>
		<guid isPermaLink="false">http://www.buxfer.com/blog/2008/01/27/income-analysis-transaction-splits-and-more/#comment-3168</guid>
		<description>Finally Transaction splits :)</description>
		<content:encoded><![CDATA[<p>Finally Transaction splits :)</p>
]]></content:encoded>
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