Personal Finance Blog | Money Management Blog | Financial Help

We rolled out new code to all of our users today that contain the following new features.

NEW FEATURES:

1. Auto-complete payee when entering or editing transactions
When entering or editing the payee of a transaction you will now be prompted with an auto-complete list of payees. Your list will grow as you enter or edit the payee field of your transactions, making transaction entry easier. If an undesired payee name accidentally gets saved in your auto-complete list you can simply down arrow within the drop down list and press the delete key on your keyboard to remove it.

2. Ability to edit payee, date, and number fields of a Split Transaction
It is now possible to edit the payee, date and number fields of a parent transaction that has been split. We have also made a few modifications to the rows within the split window.

We rolled out new code to all of our users today that contain the following new features and resolved issues.

NEW FEATURES:

1. Bill Pay Account Transfers and Credit Card Payments
The “Account Transfers” and “Credit Card Payments” envelopes can now be selected when marking Bill Pay payments “Show as Pending.” When you select either of these envelopes another combo box is enabled that allows you to select which of your added accounts the payment is being transferred to.

In the Pending Transactions register this will create both ’sides’ of the transaction for online accounts. If the transfer to account chosen is offline then you would only see the online half in pending transactions, and the offline half will already be cleared and in the account register since there will be no downloaded transaction to match it with.

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