February 2009 Release: Envelope Sweep and Performance Enhancements
We rolled out a new release to all of our users today that contains lots of good stuff including new features and performance enhancements.
NEW FEATURES:
• Envelope Sweep!
A large percentage of our users have requested this feature and we are excited to announce that it is now live!
This new feature will allow our users to move excess funds from multiple envelopes and re-balance any negative envelopes they have, all in one fell swoop. You can sweep money out of any envelope by entering an amount in the Sweep OUT column, or bring any negative envelope up to zero by entering an amount in the Sweep INTO column. The new envelope balances are displayed on the right side of the window and a difference is calculated at the bottom. Simply select a Sweep Envelope to transfer the difference to and click Run! Significant time and effort has gone into this feature, so please send us your feedback and let us know what you think.
Click on the Support icon in the app and search for the keyword “Sweep” in the Knowledgebase for more info on this feature.
Open Sweep Window by clicking this link
Envelope Sweep Window
• Net Worth Icon Replaced with a Fund Icon
We have removed the Net Worth icon in the Icon Toolbar on the main screen of the application and added a link for it under Tools in the Main Menu Bar. A new Fund icon takes the Net Worth icons’ place since it is an action that is used more often than the Net Worth window.
Access the Net Worth from Tools
New Fund Icon
PERFORMANCE ENHANCEMENTS:
• Transactions not being displayed in the Monthly Funding & Spending Comparison Report
We have resolved the issue that users have been experiencing with Transactions dated the last and first day of the month not showing up in the Monthly Funding & Spending Comparison report.
• Reconcile Fix: Include Transactions on the Statement Date
We have also resolved the issue with the Reconcile not bringing in transactions on the Statement Date so that you no longer need to manually add a day to this date in order to bring in all the correct transactions.
• Add Clearinghouse Envelopes to the “Deposit Account to Envelope Comparison Report”
The Account Transfers and Credit Card Payments envelopes have been added to the Deposit Account to Envelope Comparison report. In the event that you have a balance other than $0.00 in one or both of these envelopes, having them included in this report will prevent an inaccurate difference from being displayed.
• Transaction by Payee Report Fix
The Transaction by Payee report has been fixed and is no longer case sensitive.
• Backend Systems Upgrades and Improvements
We have also continued our efforts working on upgrading and improving our backend systems to help deliver a better and more streamlined response time.
Ryan
12. Feb, 2009
These are great! Thank you.
The only other feature I can think of that would be great is a duplicate transaction detector. Similar to the matching transactions detector. At least 2-3 times weekly, I will have 2-3 of the exact same transaction show up in the new transactions window. Not a big deal, but it is kind of annoying.
Thanks again.
Barry
20. Feb, 2009
Great enhancements and fixes! Especially the date fix which has been bugging me for over a year now. I am looking forward to trying the sweep function out at the end of the month as well.
Keep up the good work folks!
Eliot
20. Feb, 2009
I noticed the Sweep function right away and used it immediately. Very cool and convenient, thanks!
Jason Walker
23. Feb, 2009
Great additions. The date fix was key! I’ll give the sweep a try soon. Great product.
Misty Proctor
25. Feb, 2009
Yes, I agree with Ryan. A duplicate transaction alert would be incredibly helpful. I am always worried that I’ve missed one and have to continually do a manual check to be sure that I haven’t.