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Administrator
Selected Transactions Update
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.
02/04/2017 12:30:12
support
Administrator
Search by partial payee name
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")
02/02/2017 00:47:34
support
Administrator
Twice a Month
The My Bills and My Income page will now allow you to edit and assign the recurrence to twice a month. This will also get tracked as twice a month when viewing your bills or income list.
01/28/2017 16:15:33
support
Administrator
Apply Payee to Search Results
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.
01/18/2017 12:35:16
support
Administrator
New Tips Section
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.
01/17/2017 12:14:58
support
Administrator
Category Search
When entering a transaction, you'll now see a category search box that will allow you to quickly find the sub-category to add to your transaction.
01/06/2017 12:35:12
support
Administrator
Transactions Sub-Category Filter Update
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.
07/20/2016 01:10:39
support
Administrator
CSV Import Updates
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.
06/17/2016 15:22:16
support
Administrator
Check-In/Check-Out Tool
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
06/01/2016 19:56:44
support
Administrator
Fiscal Date
You can now change the date range settings for your budget based on a fiscal date you set. To set it up, go to the Settings page and looking for Fiscal Date under the Business Settings section. This is applied to the My Budget and Budget Report pages.
05/20/2016 15:37:38



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