We've added a new kids budgeting page to help parents teach kids about how to budget. This is very simple version of our budget page with more visuals for kids to understand. To access, either click More... on the left navigation and choose Kids Budgeting or go to My Budget and change Standard Budget dropdown to Kids Budget. We'll continue to add new features to this page so let us know of any requests you may have on our ideas section of the Message Boards
We've added some new ways to quickly update your transactions from the My Transactions page. At the bottom of the page, you'll now see a dropdown to automatically apply category to your selected transactions. In addition, you can now update the payee name of all transactions selected.
On the My Transactions page when you click more options to search, you'll now be able to enter a partial payee name to allow you to further filter down your search (i.e. Starbucks123456 can now be searched by "star")
On the Transaction Search page, you can now apply a payee to all search results found. This will allow you to quickly rename payees that have similarities but are distinctly different due to a transactions ID.
We've added a new 'Tips' section to the Message Board. We'll be filling this with random tips on how to use the site and make things easier that might not be so obvious to help you find what you're looking for or how to do something on the site.
For Split Transactions, when filtering on a sub-category and viewing the My Transactions page, your running total amount will now only show the amounts for the sub-category you are filtering on instead of the complete split transaction.
We've updated how you import your transactions via CSV. Instead of having to reselect the file each time for the next match, we now do this for you automatically. Simply click the Import Transactions button for each batch of transaction you wish to import. We've also add the ability to save the column you've selected from the last import so you don't need to reselect this as well. This should make it much quicker to import your transactions going forward.
We've added a new tool to our business section that allows you to checkin and out products from your Product Inventory. This will keep track of the location, who checked it out, why they checked it out, and more. To access, click the business tab or go to https://secure.budgettracker.com/checkin.htm