Comments (4)

By Dustin, July 15, 2009 8:02 am

I’ve made a number of updates on the allocation screen, but the most notable is the ability to set an allocation date. Consider these two problems:

1. In theory, payday for me is the 11th and the 26th. Unfortunately I get late paychecks often. So my 26th paycheck may end up coming on the 1st or 2nd of the following month. My budget plan calls for me to allocate that paycheck to the month it was in, but if I get it on the first then I could not go back in time to the previous month and allocate it.
2. I get paid on first day of each month. Generally though, since I have direct deposit, it often shows up a day or two early – especially if the 1st falls on a weekend. I don’t want to spend anything until I’ve allocated to my income to my envelopes.

So before being allowed to set the allocation date I’m sure you can see the problem with these two scenarios. Your funded and remaining amounts wouldn’t quite match up for a given month if you didn’t allocate on the right date. Now you can allocate and specify the date to be within the month you need it to be.

Comments (0)

By Dustin, July 7, 2009 9:53 pm

I have to say that my previous logo was basically borrowed from a WordPress theme header. I had no intention of keeping it very long. So I used 99designs.com to run a contest for a new logo, and finally decided on a winner. I liked simple 3 color design without the trendy gradients and such. Plus it converted well to black and white. In any case, the colors were definitely different that what I had on the site, so along with my new logo, I’ve redesigned the site. Feedback is of course always welcome.

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By Dustin, July 2, 2009 10:59 am

So last night I was curious how much money I spent on groceries last month. I realized there wasn’t a report yet to give me this information. So I added this view today that shows a summary of the transactions in a given envelope or category.

(Wow, it was a hectic month. I have a perfectly good explanation for this really!)

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By Dustin, June 26, 2009 5:53 am

There was an issue with OFX importing due to a previous update that has been fixed. (If it wasn’t crashing on you then your OFX file didn’t have this issue.)

Also, I’ve added a few style changes to hopefully make the transactions view look less cluttered.

Comments (2)

By Dustin, June 24, 2009 3:14 pm

One thing that was not intuitive was adding and editing transactions. To specify if a transaction was a withdrawal rather than a deposit, you would simply enter a negative number. That is no longer the case. No there is a radio button to select whether the transaction is a deposit or a withdrawal. I’m hoping this is more intuitive for everyone. Of course if all you do is import transactions, this a moot point.

I’ve also added asterisks to mark required fields.

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By Dustin, June 23, 2009 9:53 am

A new feature has been added to undo transaction assignments. Once a transaction has been assigned to an envelope it cannot be edited or deleted. In can however be "undone". If you undo an "Income Allocation" transaction it will simply move the amount back to the unallocated income box. If you undo a transaction, it will move back to the unassigned transactions view. From there you can edit or delete the transaction if that is what you wish to do.

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By Dustin, June 22, 2009 10:18 am

Yet another feature update for today. I’ve added the ability to filter transactions on dates when you are viewing transactions assigned to envelopes. Once you select an envelope or category, there will be a filter to limit the transactions shown. It will default to show only transactions for the current month.

Also, there was a minor bug when deleting transactions that has been fixed.

Comments (0)

By Dustin, June 22, 2009 4:23 am

I found the natural urge to click on a transaction memo or payee to edit it directly in the table, so that feature has been added this morning. Note that it only edits the payee and memo, to edit other aspects of the transactions such as the date and amount you will still need to click the edit icon.

Also transactions from an American Express card I have were not being downloaded automatically. That has been fixed.

Comments (0)

By Dustin, June 20, 2009 4:24 pm

Inzolo is now ready for automatic transaction downloads. I’ve been using it with my bank and it works great. It order to release it I wanted to make sure that the site was secure when entering personal account information. So, may now notice when you go to enter a bank account SSL will be enabled.

Inzolo uses the Open Financial Exchange (OFX) protocol, so this method will only work for supported banks. If your bank does not support OFX then you can continue to manually import transactions via a OFX (Microsoft Money) or QIF (Quicken) file.

Comments (0)

By Dustin, June 19, 2009 4:49 am

The following bug fixes and enhancements have been updated in Inzolo:

• Hid OFX info in add bank account form
• Change currency fields to decimal(10, 2) – should fixed some weird bugs showing values like –0.00
• Fixed funded amount and allowed to move between dates on allocate funds page
• Updated reset account (missed Income Allocation transactions)
• Original transaction deleted after split, tagged it so it does not get re-imported
• Updated user messages display, more messages added
• Added update function to allocation plans
• Minor updates to import transactions form to describe formats accepted
• Script to import OFX bank information from MS money XML files
• Other minor display and admin edits