Severa features (budget total, accounts balance, inter accounts transfers)
sobolanul May 10th, 2010 Hi Great site, I have tested several similar products until now and this one looks the most promising one. Still I would like to see several features: 1. When I go to View Budget page and I select a date interval that is bigger than 1 month, the total expenses are summed up, but the budgeted sums are not. So, if I want to see my budget vs expenses for 3 months, this will show that all expenses are 3 times more than budgeted. I would like that the budgeted columns to sum up when looking for more than 1 month. Or, to have the possibility to create a separate budget for each month, with a simple way to just "copy" the last month budget. 2. On the accounts page, I would like to see a total account balance, not only for 1 month. 3. I would like to have a separate account for my daughter and register all her expenses. I would like to be able to transfer money from the main account to her account and see account balance.
support May 12th, 2010 Thank you so much for the compliments! About your suggestions - 1. Well... in a happy world, the budget defines the budgeted expenses for a month and when you compare your budgeted and actual expenses, it is assumed that you are comparing a month's expenses. Now, if you wanted to compare quarterly expenses, you'd have to setup a quarterly budget. The thinking here is that typically, you would not need too many budgets, so you could setup just a couple and do the comparison. Also, it gets tricky to estimate the budgeted expenses in the individual categories when the user picks 2 months and 20 days as the period to compare and so on. 2. Yes, agreed. Ideally, we'd get this number from the bank or credit card account itself and we are not there yet. But this is definitely planned as an enhancement. 3. We have talked about a groups/family feature... this might not be a free one though.

Severa features (budget total, accounts balance, inter accounts transfers)

sobolanul

May 10th, 2010

Hi

Great site, I have tested several similar products until now and this one looks the most promising one. Still I would like to see several features:

1. When I go to View Budget page and I select a date interval that is bigger than 1 month, the total expenses are summed up, but the budgeted sums are not. So, if I want to see my budget vs expenses for 3 months, this will show that all expenses are 3 times more than budgeted.

I would like that the budgeted columns to sum up when looking for more than 1 month. Or, to have the possibility to create a separate budget for each month, with a simple way to just "copy" the last month budget.

2. On the accounts page, I would like to see a total account balance, not only for 1 month.

3. I would like to have a separate account for my daughter and register all her expenses. I would like to be able to transfer money from the main account to her account and see account balance.

support

May 12th, 2010

Thank you so much for the compliments!

About your suggestions -
1. Well... in a happy world, the budget defines the budgeted expenses for a month and when you compare your budgeted and actual expenses, it is assumed that you are comparing a month's expenses. Now, if you wanted to compare quarterly expenses, you'd have to setup a quarterly budget. The thinking here is that typically, you would not need too many budgets, so you could setup just a couple and do the comparison. Also, it gets tricky to estimate the budgeted expenses in the individual categories when the user picks 2 months and 20 days as the period to compare and so on.
2. Yes, agreed. Ideally, we'd get this number from the bank or credit card account itself and we are not there yet. But this is definitely planned as an enhancement.
3. We have talked about a groups/family feature... this might not be a free one though.

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