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!

We have revamped the tag management interface and made it easy to manage long lists of tags. The new interface lays out your tags more intuitively, and lets you perform “bulk actions”, i.e., actions on multiple tags at one go. For example, you can select 20 tags and delete them all at once.

Hope that helps! :)

• 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

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!

On popular demand, we have made it possible to customize the format in which your currency is displayed.

You can choose between different decimal symbols, whether the currency symbol comes before or after the amount and more. Just click on ‘Account settings » Currency’

If you want to report a problem, ask a question, or make a suggestion, you can now use our discussion forums. If its a common complaint, you will most likely find it already answered on the forum.

The forums are powered by GetSatisfaction.

A few months back, we added the ability of using Google Gears to store your private data offline (i.e., on the hard disk of your computer) to provide secure and automatic synchronization with your bank.

Today, we have extended the support for our beloved Safari users as well. Safari v3.1+ users can store their authentication information locally within their browser, and synchronize their bank accounts without ever having to share their username/password with our server.

Safari users do NOT need to install Google Gears or any other extension, since Safari has added support for client-side database storage (conforming to the new HTML5 standard)

You can read more about secure synchronization via offline data storage here.

We have added some new and useful reporting tools to the Expense analysis page:

• Summary view
  
  The summary view gives you a quick snapshot of your financial situation. It shows your categorized income and expenses for the selected period, and also shows how your net worth has evolved during this time.
• Cash flow projections
  Financial planning is not just about analyzing your past spending, but being more proactive and planning out how the future is going to look like. To help you picture what the future has in hold for you, we have introduced the ability to project your net balance at a future point of time based on bill reminders setup by you.

  

Hope you like the new changes! :)

We released a new look for our analysis page, with bigger, intuitive and more interactive charts:

• The pie chart is labeled “in-place”, so you don’t need to roll your eye-balls over to another part of the page to figure out what tag a particular slice represents
• A bar chart beneath the pie chart shows the income v/s expenditure trend for the particular tag you want to dig into
• A slider makes it smooth to go back and forth in periods of time (For those who remember, this slider is a MUCH improved version of the one we had back in June last year.)

Analyzing and understanding where your money is going is the first step towards good financial health. We hope our analysis tools are helping you realize your financial goals, more efficiently than ever before.