Category: Updates

Manually Edit Envelope Amount

By , March 29, 2011 3:32 pm

There have been a few occasions when I have edited envelope amounts for people. I figured rather than me doing it, why not just everyone more power to make the software do what they want it to do. I don’t want you cheating on your budget… but if you ever need to manually adjust an envelope amount, you can do it now.

To manually set an envelope amount:

  1. In the budget view, click on an envelope to highlight it.
  2. Click the Edit button ()
  3. Click the Edit Balance link
  4. Set your new balance amount.
  5. Hit Enter or click OK to save.

Auto-scroll Envelopes

By , March 21, 2011 2:56 pm

Today I’d like to announce a personal win of sorts. This is a minor feature, but a big win in my book, mainly because it has driven me crazy for so long.

Before I ever released Inzolo, I had a friend try it out as a prototype. His number one complaint was that if an envelope was at the bottom of his list and not in view, he had to scroll down before dragging a transaction on to that envelope. Really it would be better if while dragging a transaction it would auto-scroll as you approached the top or bottom of the envelope list.

I’ve worked on it off and on at times and generally hit a brick wall. Finally, with a little help, I was able to get this to work.

Notice the yellow highlighted areas. When you hover over these areas while dragging a transaction icon, the envelope list will auto-scroll.

iPhone App Status

By , March 16, 2011 7:57 am

Many have asked about an iPhone app. Here’s the story, I hired a guy to help me write one and the results have been sitting on my hard drive for over a year. I never pushed it through the app approval process because I wasn’t very happy with it. It was VERY slow. I started writing a mobile web app and found it to be more responsive. I still hope to release a native iPhone and Android app for Inzolo, but no dates on when that will happen at this point.

As for the mobile web app, you can find it at https://m.inzolo.com

iPhone users:

To add a quick launch icon for Inzolo on your iPhone, do the following…

  1. Open Safari and go to https://m.inzolo.com


  2. Click the bottom center button to bring up the menu options.
  3. Click “Add to Home Screen” button
  4. Click the “Add” button

That’s it! Now you should have a launcher to open the mobile web app.

Archiving Envelopes

By , January 24, 2011 12:38 pm

I’ve added a new feature today: the ability to archive envelopes. Deleting an envelope will remove all associated transaction data. It is something you may not want to do. On the other hand, you don’t want to see the envelope in you list. In comes the need for archives.

Archiving an envelope is easy.

  1. Select the envelope.
  2. Click the Edit button
  3. Click the Archive checkbox, then click OK.

That’s it.

Don’t worry, your envelope can be restored just as easily.

  1. Click the Show Archived Envelopes button
  2. Click the Restore link next to the envelope you wish to restore.

The Dashboard

By , December 17, 2010 10:56 am

Dashboard View

You may have noticed a new view added to Inzolo — the Dashboard view. It was actually originally included when I first released Inzolo, but I took it off because it wasn’t complete. I’ve turned it back on mainly to get feedback on its usefulness.

As it stands now, it is simple a view of the current month. When you create envelopes, you can specify whether they are “paced”, “fixed”, or “sinking funds” (previously named rollover).

Paced Envelopes: Where spending fluctuates from month to month Examples: groceries, gasoline, fast food.

Fixed Envelopes: Envelopes where you can reliably set a given amount each month because you payment is the same from month to month. Examples: House payment, television bill, insurance bill

Sinking Funds: Money you set aside for upcoming expenses – whether expected or not. Examples: emergency fund, car repairs, Christmas gifts.

Features

  • Notice in the paced envelopes section there is a vertical line with the date at the top. This shows where we are at in the given month to see how you spending lines up.
  • You can click on a Fund Plan amount to change your funding goal. After changing it, your graph will be updated accordingly.

I would be curious to hear your thoughts and what features you feel would make this dashboard view more useful.

New Icons Sets Available!

By , September 17, 2010 4:57 am

I’ve added nearly 400 new icons to choose from. You should now be able to find a unique icon for all your custom envelopes.

What is an Envelope Budget?

By , June 17, 2010 4:58 am

Sometimes when friends ask me about Inzolo I will say it is a virtual envelope budget system. Often, the response is, what is and envelope budget?

This concept has been around for probably as long as cash and envelopes have been. Basically, with and envelope budget, when you get a paycheck, you cash it, and divide the money into different labeled envelopes representing spending categories. Then as a bill comes due, or you go to get groceries, you spend money from its assigned envelope. When the money runs out, you’re done spending, or you choose to sacrifice from another envelope. It’s really that simple.

Below is a video from the No Credit Needed blog showing the envelope budget using monopoly money.

Tracking Your Cash Spending with Inzolo

By , March 15, 2010 3:27 pm

Angel writes:

I downloaded ATM cash transactions.   How do I transfer this cash transaction from the Checking account to my  Generic bank account that I have set up as a cash spending account?
And how do I input into envelopes when I spend  cash out of this Generic bank account?

You can track your cash just as any other account, but you will have to do it all manually. First, if you haven’t done so, add a new account. Here is the settings I used to create a cash account:

Now, let’s say you withdrew $100 from your checking account. You would likely see a withdrawal from your checking account if you are downloading transactions via OFX direct connect, or if you are importing transactions from a file. To add that $100 to your cash account, simply click the Add Transaction button:

You would now add a deposit to your Cash account of $100.

Now, you can budget your cash into envelopes as you do you other accounts. Whenever you spend cash, you can simply add addition transactions just as above but your transactions will be withdrawals rather than deposits.

Ignoring Previously Deleted Transactions on Import

By , December 4, 2009 4:55 am

Inzolo support importing transactions via Quicken (QIF) and Microsoft Money (OFX) formatted files. I generally recommend using OFX because OFX files have a unique ID associated with each transaction. This allows me to ignore re-importing transactions you have purposefully deleted.

What if you don’t want to ignore previously deleted transactions? Well, now you have that choice. I have added an option to the import transaction view that allows you to re-import previously deleted transactions.

ignore_deleted

Envelope Icons

By , October 15, 2009 1:49 pm

I’m a visual person. I’ve added icons to default envelopes (the envelopes you can select when you sign up for the site). I have also added the ability to set envelope icons when you edit an envelope. Currently only the default icons are available, but look for more icon sets to be added soon!

Also, I’m in the process of building a forum that is pretty much ready. Point your browser to http://inzolo.com/forum to join.

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