A bunch of small updates
November 5th, 2008 by Shashank - You can now choose to sort your bank accounts by balance or name. Click on Accounts » Manage » Settings (at the bottom of the list of accounts)
- A new “Income v/s expense” report which compares your income to your spending over the past months
- Upcoming reminders are displayed on the account summary page
- Many problems and bugs with automatic transfer detection and automatic tagging have been fixed. If something is still not working for you, let us know
This entry was posted on Wednesday, November 5th, 2008 at 4:46 pm and is filed under New features. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
November 6th, 2008 at 4:20 am
Buxfer used to show me my Networth on the home page. Now i only see net loaned and budget outstanding.
How do i see the networth figure now? Accounts page doesn’t give me this figure. This figure is really helpful for people like me with multiple accounts.
November 6th, 2008 at 4:58 am
If you just click Accounts on the left side of the page, you will see your net worth. Just keep the accounts list open, if you like seeing that number! :)
November 6th, 2008 at 5:21 am
When I have a bill reminder, (not sure of the translation), there is a issue with the date.
The initial date is like ” 6 Nov” and buxfer is waiting for a date like “6 Nov 2008″.
November 6th, 2008 at 6:24 am
When importing a bank statement, those transactions that I’ve manually changed to transfers, are imported again.
November 6th, 2008 at 10:23 am
Thanks for the “Income v/s expense” report and hope automatic tagging is fixed.
But I have one weird problem. How come I’ve logged in today and saw everything different on my home page.
I used to have Accounts, Recent Expenses and Budgets. Now there are IOU’s, Budgets and Reminders.
Why can’t I change that? Why did it change at all?
Thanks
November 6th, 2008 at 10:34 am
I’m having the same issues as Arco. Also, on tag reports, it’s showing me dates from 2006 with no way to change the date range.
November 6th, 2008 at 11:11 am
Wow, I really like the new front page; seeing my upcoming alerts is very handy. Knowing what’s coming up could save me a lot of money!
November 6th, 2008 at 1:42 pm
Well, it changed because
and
The Accounts list is right there on the left side of the page, so there is no point showing it again.
That leaves 4 choices for what to show on the summary page: IOUs, Budgets, Reminders, Expenses.
The first three, I thought, are more important since they help you plan for what lies ahead. Whereas the Expenses chart just lets you dig into what has already happened.
Also, you should see Budgets only if you have budgets, Reminders only if you have reminders, and IOUs only if you have IOUs. If you are seeing them in error, let me know.
November 6th, 2008 at 1:45 pm
Fixed! :)
November 6th, 2008 at 2:02 pm
Well anyhow, I have enabled customizing the widgets you want to see on your summary page. Its tough to make everyone happy, I guess! :)
November 6th, 2008 at 2:20 pm
Fixed as well. Thanks for reporting the issue.
November 6th, 2008 at 4:33 pm
Thanks for bringing back the “Settings” button :)
November 6th, 2008 at 4:34 pm
I meant the one on the home page
November 6th, 2008 at 5:46 pm
Great job Shashank, it IS tough to please everyone. I’m glad your brought back the user defined widgets on the main page. The “Income v/s expense” report function is great. Buxfer RaWkS!
November 7th, 2008 at 7:18 am
Thanks to have had the schedule link below the reminders. It’s very useful.
November 7th, 2008 at 10:14 am
On an almost unrelated issue… Would it be possible someday to allow me to change my repeating transactions to Bill Reminders, or to change the Status to “Pending”, so that my accounting doesn’t get all messed up simply because I entered a reminder? I’ve actually missed paying a couple of bills because it appeared that they’d already been entered in Buxfer. Almost equally bad, all my bank balances are wrong and I can’t tell which transactions are the phony ones (they’re not exact duplicates because the amounts aren’t fully predictable and the text doesn’t match).
November 7th, 2008 at 1:24 pm
Unfortunately, I still get an annoying issue related to auto-tagging of repeating transaction.
I have an auto-tagging rule set up, and a repeating transaction. When the transaction is added it has no tags, i have to got Edit, click on the TextBox with description, then click somewhere else, and only after that the tag appears.
November 7th, 2008 at 10:58 pm
arco,
I think that should be fixed. If not, let me know.
November 7th, 2008 at 11:01 pm
Hmm .. have you setup transactions to be automatically downloaded from your bank? In that case, you can just choose to not let reminders add that transaction automatically (they will still show up on the summary page, and you will receive an email) There is a checkbox saying ‘Add copy of this bill to my account on due date’ which you can unselect while creating the reminder …
November 8th, 2008 at 10:43 pm
Yes, I forgot to mention that– that’s the problem.
November 8th, 2008 at 10:45 pm
Eww, sorry about those quotation bars. I wish I could edit… The last deeply nested “quote” is actually my reply to your “in that case…” quote.
Sorry.
November 16th, 2008 at 1:10 pm
I’m very excited about the Income / Expense report. But I’m not seeing an option for it on the Reports page. How do I access this report?
November 16th, 2008 at 1:16 pm
Ah, never mind - I think I found it under the “View” option on the Reports tab.
However, what I’d really like to see is a categorized listing of my Income / Expenses. In other words, how much did I make from Salary, and from dividends? How much did I spend on charity, mortgage interest, etc? (So, a list of each tag or tag category, with the total for that tag next to it). I think this kind of report is essential - especially if using it to help with taxes. (Obviously since transactions can be assigned to more than one tag, every transaction would need to show only under its default (first) tag to avoid showing duplicate amounts.
Maybe this is in here and I’ve missed it. If so, let me know.
November 23rd, 2008 at 5:11 pm
Hi,
I am a very happy user of Buxfer. It is much better than any other such site I’ve tried, including Yodlee.
Anyway, I everytime I click on “reports” now there is a crash. I’ve reported it on the screen that pops up.
Your help will be appreciated.
Best,
William Duke
Professor of Mathematics, UCLA