Category: Newsletters

Welcome September

By , September 7, 2011 8:14 am

Welcome September indeed! If you are anything like me you tend to spend more money during the summer months. Kids are out of school. You cram your calendar with as many little vacations, reunions and activities as you can. While all of this is fun and will be missed, my budget could use a breather! Let’s put the kids back in school, stay home on weekends and generally spend less money and basically plug holes in perverbial budget damn.

Below are recent updates made to Inzolo:

  1. First, thank you for all the feedback I got on the mobile Inzolo redesign. I’ve moved forward with that design and added a few more features – most notably you can add and edit transactions.
  2. Added Trust Guard. You might notice on the home page and login page I’ve added a Trust Guard icon. Basically this service runs a series of tests and hacking attempts each night on the server. I’m happy to report that since its very first run, zero vulnerabilities were found. In other words, I have not had to make any updates to increase safety on
  3. More Banks: I’ve written a script to connect to‘s API to merge all the banks they have in their directory that support OFX Direct connect. I’m working with the owner of that site to make sure the directory stays as up to date as possible.
  4. I’ve added a new page for testimonials. If you’d like to add your kudos, I welcome your email. I can even link to your blog or website if you wish.
  5. When you are looking at history in your envelopes or your unallocated income box, you can filter transactions by deposits and withdrawals. This may help you find the transaction you are looking for.
  6. When creating or editing an envelope and selecting an envelope icon, the icons are sorted by name alphabetically now. This seems to have put them in better groupings anyway.
  7. A recent new member requested a dog icon for their pet envelope. Frankly I’m surprised it hasn’t come up until now. There are now new pet icons available. Wouldn’t you know that a couple weeks later my family gangs up on me and now we have a dog. No, I didn’t name the dog Karma (her name is Daisy and she’s a Great Dane).

And now, for an assignment… I’ve been thinking it would be nice to have a visual reminder of debts while working on the debt snowball — something to see where you’ve been, where you are at, and where you plan to be. A thermometer comes to mind. You can see the red decreasing until it gets to zero. But what else could you use to represent this visually? Ready… go! Reply to this post and share your ideas.


February 2010 Newsletter

By , February 1, 2010 6:12 am

From the Desk of Dustin Davis

I thought I would turn over a new leaf in 2010 by offering monthly newsletters to keep you up to date on changes and feature updates to Inzolo. Generally I post updates on the blog, but I know you don’t all have time to visit the blog, so I will summarize in each newsletter.

I will also let you know of upcoming features to Inzolo so you can get an idea of what’s to come.

Here are the updates made to the site in January:

  • Added a report to show total of monthly goals. Also added totals of columns on the allocation screen.
  • Fixed bug when ofx & qif transaction import files had trailing spaces after transaction amounts
  • Started on the creation of an API. This will enable the creation of mobile apps and other tools for creative users.
  • Fixed the look of error pages. Yeah, sometimes things go wrong. We might as well look good when we fail 🙂
  • Modified scripts on the allocation screen to better handle Javascript floating point number issues.
  • I created a view to show all past transactions. There is not a link on the site to this page because it needs to be enhanced and cleaned up. I threw it up quickly because I needed it to prepare my taxes.

Video Tip of the Month

There are a number of undocumented features in Inzolo that I have created for my personal use. Perhaps you have happened upon some of them. In this area of the newsletter I will be sharing them with you each month, but for now, let’s start with the basics.

I notice that a number of people join but then don’t actually set up a bank account and import their transactions. This video will show you how to get started. I decided to only show how to start using manual transaction uploads as I’m finding many banks and credit unions don’t support OFX direct connect.

If there is an aspect of the site that you would like to see featured on video tip of the month, please contact us.

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