Comments on: More ways to dig into your finances http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/ Easy online money management Sun, 14 Mar 2010 01:33:33 +0000 http://wordpress.org/?v=2.5.1 By: Ben http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-14397 Ben Fri, 19 Sep 2008 07:57:49 +0000 http://www.buxfer.com/blog/?p=83#comment-14397 I have to say the projection report is quite nonsense. Why don't use a chart to show the incoming balance of each day? With incoming expense data inside please! Tat will help us to plan our expense greatly! I have to say the projection report is quite nonsense.
Why don’t use a chart to show the incoming balance of each day? With incoming expense data inside please! Tat will help us to plan our expense greatly!

]]> By: Gustavo Bravetti http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-14023 Gustavo Bravetti Thu, 11 Sep 2008 12:10:09 +0000 http://www.buxfer.com/blog/?p=83#comment-14023 I just realize that upcoming instances appears immediately on balance if first instance due date is lower than now() I just realize that upcoming instances appears immediately on balance if first instance due date is lower than now()

]]> By: Gustavo Bravetti http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-13706 Gustavo Bravetti Sat, 06 Sep 2008 01:09:27 +0000 http://www.buxfer.com/blog/?p=83#comment-13706 I can't see Upcoming Transactions affecting Projections data, just the first instance of the series. What I can be doing wrong? also account filter doesn't work for Projections or Balance Thanks in advanced for your help I can’t see Upcoming Transactions affecting Projections data, just the first instance of the series.

What I can be doing wrong?

also account filter doesn’t work for Projections or Balance

Thanks in advanced for your help

]]> By: KK http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12976 KK Sat, 23 Aug 2008 02:19:22 +0000 http://www.buxfer.com/blog/?p=83#comment-12976 Finally I can see all my finances live at one place. Tried many sites before settling down with buxfer. Multiple currency is the best of all... Couple of suggestions... 1. Can you include a Networth Calculator as well as a Networth projector? 2. Transfers in Multiple Currency do not use the conversion factor... Maybe its a bug which you could look to correct 3. Any chances of using most current Market rate for currency conversion? Avoids repeated efforts to recalculate entries for current market rate... 4. Any chances of Investment tracker or a Portfolio including Mutual Funds, SIPs, Stocks... where we can define our own percentage? (SIP can also be using reminders and repeating transactions) Once again... An amazing effort and services... I would rate Buxfer 10 out of 10 as per my needs. Finally I can see all my finances live at one place. Tried many sites before settling down with buxfer. Multiple currency is the best of all… Couple of suggestions…
1. Can you include a Networth Calculator as well as a Networth projector?
2. Transfers in Multiple Currency do not use the conversion factor… Maybe its a bug which you could look to correct
3. Any chances of using most current Market rate for currency conversion? Avoids repeated efforts to recalculate entries for current market rate…
4. Any chances of Investment tracker or a Portfolio including Mutual Funds, SIPs, Stocks… where we can define our own percentage? (SIP can also be using reminders and repeating transactions)

Once again… An amazing effort and services… I would rate Buxfer 10 out of 10 as per my needs.

]]> By: Ben http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12784 Ben Mon, 18 Aug 2008 14:07:38 +0000 http://www.buxfer.com/blog/?p=83#comment-12784 The "projections" feature would be even more useful with a graph! :-) The “projections” feature would be even more useful with a graph!

:-)

]]> By: Ashwin http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12725 Ashwin Sat, 16 Aug 2008 19:05:47 +0000 http://www.buxfer.com/blog/?p=83#comment-12725 Owen: we have fixed the repeating "new version has arrived" issue now. Sorry for the annoyance, and thank you very much for your patience! Owen: we have fixed the repeating “new version has arrived” issue now. Sorry for the annoyance, and thank you very much for your patience!

]]> By: William Tanksley, Jr http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12689 William Tanksley, Jr Fri, 15 Aug 2008 19:42:07 +0000 http://www.buxfer.com/blog/?p=83#comment-12689 For problem 1: GREAT! I'll do that. BTW, could I have an option to leave that box unchecked by default? For problem 2: I've send three or four -- one was responded to (your people are EXCELLENT), but the guy couldn't reproduce it. But I think I've figured it out -- it seems to be related to staying logged in too long. I'm going to spend some time characterizing it (and getting it to happen again) so that your programmers will have some useful info -- in the meantime, I finally can see all my financial data! For problem 1: GREAT! I’ll do that. BTW, could I have an option to leave that box unchecked by default?

For problem 2: I’ve send three or four — one was responded to (your people are EXCELLENT), but the guy couldn’t reproduce it.

But I think I’ve figured it out — it seems to be related to staying logged in too long. I’m going to spend some time characterizing it (and getting it to happen again) so that your programmers will have some useful info — in the meantime, I finally can see all my financial data!

]]> By: Shashank http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12686 Shashank Fri, 15 Aug 2008 18:05:44 +0000 http://www.buxfer.com/blog/?p=83#comment-12686 William, For problem 1, you can create a bill reminder with an approximate amount, and uncheck the box saying 'Add a copy of this bill to my account on the due date'. That way, you get a reminder email, and the cashflow report takes into account this upcoming bill, but no transaction is automatically added. Only the data sent by your bank will be present in your account. Makes sense? For problem 2, can you send an email to support giving steps to reproduce this problem? Thanks! :) William,

For problem 1, you can create a bill reminder with an approximate amount, and uncheck the box saying ‘Add a copy of this bill to my account on the due date’. That way, you get a reminder email, and the cashflow report takes into account this upcoming bill, but no transaction is automatically added. Only the data sent by your bank will be present in your account. Makes sense?

For problem 2, can you send an email to support giving steps to reproduce this problem? Thanks! :)

]]> By: William Tanksley, Jr http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12681 William Tanksley, Jr Fri, 15 Aug 2008 14:52:41 +0000 http://www.buxfer.com/blog/?p=83#comment-12681 VERY NICE! Two problems, though: 1. For the cash flow report, how do I add estimated future transactions without duplicating the accurate data my bank will send? I can't predict what name my bank/the bill will give it, and I can't accurately predict the amount (although I can get close). I really don't want a phony transaction showing up, and possibly distracting me from the REAL transaction not showing up (that's an emergency, it happens and can cost a lot). At the same time, being able to look ahead like this is __really__ useful. 2. I've consistently had a problem where all of the Reports (and the Summary) exclude random tags -- they almost always exclude my MonthlyPlan tag, and sometime exclude others as well. No, I don't have it set up to exclude any tags... And if I switch time periods, it'll change which categories fail to show. Does anyone else see this? -Wm VERY NICE!

Two problems, though:

1. For the cash flow report, how do I add estimated future transactions without duplicating the accurate data my bank will send? I can’t predict what name my bank/the bill will give it, and I can’t accurately predict the amount (although I can get close). I really don’t want a phony transaction showing up, and possibly distracting me from the REAL transaction not showing up (that’s an emergency, it happens and can cost a lot). At the same time, being able to look ahead like this is __really__ useful.

2. I’ve consistently had a problem where all of the Reports (and the Summary) exclude random tags — they almost always exclude my MonthlyPlan tag, and sometime exclude others as well. No, I don’t have it set up to exclude any tags… And if I switch time periods, it’ll change which categories fail to show. Does anyone else see this?

-Wm

]]> By: Owen http://www.buxfer.com/blog/2008/08/15/more-ways-to-dig-into-your-finances/#comment-12679 Owen Fri, 15 Aug 2008 12:26:26 +0000 http://www.buxfer.com/blog/?p=83#comment-12679 Shashank, No dice. I'm still having issues after clearing my browser's cache and logging back in. I'll keep an eye out for when you release a patch. Shashank,

No dice. I’m still having issues after clearing my browser’s cache and logging back in. I’ll keep an eye out for when you release a patch.

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