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.