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!

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!

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! :)

We have revamped the budgeting system, to let you create budgets in accordance with your income. You can distribute your income across different tags, and set spending limits for the upcoming week/month. The budgets page displays the remaining balance available for spending for each tag.

This is based on the envelope system of budgeting. If you were using the older style of budgeting, you will have an option to move over to the new system, or continue using the old one.

Let us know if you like (or don’t like) it!