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How would you improve Moneytrackin'?
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#61
Hi,
will be possible to have the amount left in the budget view instead of (or in addition of) the percentage spent?
Thank you.
will be possible to have the amount left in the budget view instead of (or in addition of) the percentage spent?
Thank you.
#62
#60
_I'm_ _testing_ _several_ _platforms_ _in_ _order_ _to_ _follow_ _my_ _finances_ _under_ _control._ _So_ _far_ _Moneytracker_ _looks_ _to_ _be_ _the_ _closer_ _approach_ _to_ _what_ _I'm_ _looking_ _for,_ _but_ _there_ _are_ _still_ _some_ _points_ _that_ _doesn't_ _fit_ _what_ _I'm_ _looking_ _for._
Thanks, glad to know that we're on the right track
_·_ _Replace_ _"Main_ _Account"_ _with_ _"Global_ _Position"._ _Global_ _Position_ _would_ _include_ _the_ _accumulated_ _totals_ _of_ _the_ _accounts._ _That_ _will_ _help_ _to_ _those_ _that_ _don't_ _have_ _just_ _one_ _main_ _account_ _and_ _for_ _families,_ _where_ _it's_ _quite_ _common_ _to_ _have_ _sever... » Смотреть все комментарии
_I'm_ _testing_ _several_ _platforms_ _in_ _order_ _to_ _follow_ _my_ _finances_ _under_ _control._ _So_ _far_ _Moneytracker_ _looks_ _to_ _be_ _the_ _closer_ _approach_ _to_ _what_ _I'm_ _looking_ _for,_ _but_ _there_ _are_ _still_ _some_ _points_ _that_ _doesn't_ _fit_ _what_ _I'm_ _looking_ _for._
Thanks, glad to know that we're on the right track
_·_ _Replace_ _"Main_ _Account"_ _with_ _"Global_ _Position"._ _Global_ _Position_ _would_ _include_ _the_ _accumulated_ _totals_ _of_ _the_ _accounts._ _That_ _will_ _help_ _to_ _those_ _that_ _don't_ _have_ _just_ _one_ _main_ _account_ _and_ _for_ _families,_ _where_ _it's_ _quite_ _common_ _to_ _have_ _sever... » Смотреть все комментарии
#63
Kudos for you Albert !!
I see a significant change in the speed. The page load time came down from 30 odd seconds to 8 seconds. This why i love Moneytrackin.
One more request
A feature to analyze(via a chart) my expenditure on a particular tag for last six months or for particular period of time. Yeah I can do this using tag compare feature, where i can enter only one tag name. But the problem is the graph is reversed (because the expenditures are in negatives). Is there any other alternative for this ??
I see a significant change in the speed. The page load time came down from 30 odd seconds to 8 seconds. This why i love Moneytrackin.
One more request
A feature to analyze(via a chart) my expenditure on a particular tag for last six months or for particular period of time. Yeah I can do this using tag compare feature, where i can enter only one tag name. But the problem is the graph is reversed (because the expenditures are in negatives). Is there any other alternative for this ??
#64
#63 thanks, I'm also stunned with the speed improvement we have finally achieved. The usage experience has really changed for better.
About the expenditure analyzing, have you tried flipping your screen? Seriously, we can't help you here because we would have to add more options for reaching what you are asking for, and one of our priorities have always been to keep the app as simple and clear as possible. Although it would work for you we would be adding extra complexity that may confuse other users.
Hope you understand it and keep the feedback coming!
About the expenditure analyzing, have you tried flipping your screen?
Seriously, we can't help you here because we would have to add more options for reaching what you are asking for, and one of our priorities have always been to keep the app as simple and clear as possible. Although it would work for you we would be adding extra complexity that may confuse other users.
Hope you understand it and keep the feedback coming!
#65
Reports and charts based on total (sum of every account)....
(I'd like to know how much I spent in grocheries in total.... not just with my credit card)
and transaction...
(I'd like to know how much I spent in grocheries in total.... not just with my credit card)
and transaction...
#66
After a month or so of using this, I'm definitely finding it useful. We have a single bank a/c that everything goes into, and every dollar that is in that account is offset against our mortgage. The hardest thing I found previously was knowing how much money we have to spend on various things because it's a single lump of cash. I've set up multiple projects in Money Trackin' to represent our budget with transfers for each item which seems to work well so far.
However, I would prefer to have one project to monitor all transactions so that I can import them from my Internet Banking. In short, I've set up monthly limits for monthly type expenses, however a large proportion of our budget is weekly (e.g. groceries, travel costs etc) and some is yearly (e.g. body corporate fees, council rates) Would it be possible to set up weekly limits and yearly limits? And possibly a weekly view and a yearly view?
However, I would prefer to have one project to monitor all transactions so that I can import them from my Internet Banking. In short, I've set up monthly limits for monthly type expenses, however a large proportion of our budget is weekly (e.g. groceries, travel costs etc) and some is yearly (e.g. body corporate fees, council rates) Would it be possible to set up weekly limits and yearly limits? And possibly a weekly view and a yearly view?
#67
#64 All right, i will flip my screen for now .
I have few more suggestions, would love to see these features in moneytrackin
Smart Tags or Tag Grouping: One tag can be a sub tag for another. For eg i do savings it many ways like mutual funds, shares etc but all these are part of savings. So the tags "mutualfund", "shares" etc can be subtags of savings. That way it will be easy to do the expense analysis. Right now the report shown is not exact, Pie chart shows that i have savings of 10000 Rs, 5000 on shares, 5000Rs on mutual funds)
AutoTagging or Intelligent Tagging : Based on my previous transactions you can autotag the transaction that is be... » Смотреть все комментарии
.
I have few more suggestions, would love to see these features in moneytrackin
Smart Tags or Tag Grouping: One tag can be a sub tag for another. For eg i do savings it many ways like mutual funds, shares etc but all these are part of savings. So the tags "mutualfund", "shares" etc can be subtags of savings. That way it will be easy to do the expense analysis. Right now the report shown is not exact, Pie chart shows that i have savings of 10000 Rs, 5000 on shares, 5000Rs on mutual funds)
AutoTagging or Intelligent Tagging : Based on my previous transactions you can autotag the transaction that is be... » Смотреть все комментарии
#68
And few more suggestions (Nice to have but low priority)
Report Schedule : Ability to schedule reports, so that the expense reports can be delivered to automatically to email on timely basis.
Delete MoneyTrackin Account : Ability to delete moneytrackin account (I mean the complete account).
Report Schedule : Ability to schedule reports, so that the expense reports can be delivered to automatically to email on timely basis.
Delete MoneyTrackin Account : Ability to delete moneytrackin account (I mean the complete account).
#69
Well I have started to track our family expenses with money tracking.
So far I have 11 projects (one per account or credit card + 2 purses + main account[which is empty because it's useless to my porpouses]).
I will let you know how practical is this, since the objective is not just track the expenses, but also improve the money use by being able to cut expenses.
3 requests so far:
Autotagging: I have lots of "buy at tesco", "buy at Lidl",... and everytime I have to write the same tags "groceries, tesco, food" or "groceries, lidl, food" or with the internet expenses renew X domain "renew, domain, internet". It would be useful to o... » Смотреть все комментарии
So far I have 11 projects (one per account or credit card + 2 purses + main account[which is empty because it's useless to my porpouses]).
I will let you know how practical is this, since the objective is not just track the expenses, but also improve the money use by being able to cut expenses.
3 requests so far:
Autotagging: I have lots of "buy at tesco", "buy at Lidl",... and everytime I have to write the same tags "groceries, tesco, food" or "groceries, lidl, food" or with the internet expenses renew X domain "renew, domain, internet". It would be useful to o... » Смотреть все комментарии
#70
The date entry field when entering a transfer doesn't behave as in other forms. It doesn't autocomplete with the /'s and doesn't accept entering dates with 31122007. To provide some coherence to the aplication, the same entry field should behave the same way in any form in the full aplication.
Also, in my preferences I selected date format as dd/mm/yyyy but in accounting, the date of the entries is shown as mm/dd/yyyy.
Also, in my preferences I selected date format as dd/mm/yyyy but in accounting, the date of the entries is shown as mm/dd/yyyy.
#71
#70 you're right and we will update the date field to behave like all the others.
All dates on the transaction list are shown localized, so if you've selected the french language you'll see them as dd.mm.yyy, if you see it on english they'll show as mm/dd/yyyy, in portuguese as dd-mm-yyy and so on
All dates on the transaction list are shown localized, so if you've selected the french language you'll see them as dd.mm.yyy, if you see it on english they'll show as mm/dd/yyyy, in portuguese as dd-mm-yyy and so on
#72
Ok, I see the point, but I'm not using en_US but en_IE. This locale should use dd/mm/yyyy. I think en_UK also uses this format.
Would it be possible to change that configuration or to include more locales?
Would it be possible to change that configuration or to include more locales?
#73
Hi Albert, looks like a great site here, but i have a little problem.
I want to have a credit card account type, and a stock account too, the credit card must show how much i owe and the stock account must show the investment value using the stock market value, like this:
I write GOOGLE in the name, US$400 in the value, 100 in amount, then should it calculates the total, and in the future, the value can be modified manually.
My english its not very good looking, but i hope you understand.
Great software, continue improve it.
I want to have a credit card account type, and a stock account too, the credit card must show how much i owe and the stock account must show the investment value using the stock market value, like this:
I write GOOGLE in the name, US$400 in the value, 100 in amount, then should it calculates the total, and in the future, the value can be modified manually.
My english its not very good looking, but i hope you understand.
Great software, continue improve it.
#74
Hey i wrote an API to add the transactions by sending Instant messages from Yahoo Messenger.
Lemme know if anyone is interested, so that i can post the details over here.
Albert can i do that ?? THANKS for those REST APIs.
here is my chat session with the _mtrackbot_
Varma: insert -a 100 -d Description -t tag1
mtrackbot: Transaction has beed Added.
Varma: insert -help
mtrackbot:
usage: insert
options
-a <amount> Transaction Amount
-d <description> Description
-dt <date> Transaction Date
-help Print this message
-p <project> Project Name
-t <tags> Tags
eg: insert -a 100 -d Description
Lemme know if anyone is interested, so that i can post the details over here.
Albert can i do that ??
THANKS for those REST APIs.
here is my chat session with the _mtrackbot_
Varma: insert -a 100 -d Description -t tag1
mtrackbot: Transaction has beed Added.
Varma: insert -help
mtrackbot:
usage: insert
options
-a <amount> Transaction Amount
-d <description> Description
-dt <date> Transaction Date
-help Print this message
-p <project> Project Name
-t <tags> Tags
eg: insert -a 100 -d Description
#75
#72 We'll show the configured date format (either _mm/dd/yyyy_ or _dd/mm/yyyy_) instead of the localized one to avoid misunderstandings. thanks for pointing it out!
#74 dvkvarma those are great news! Congratulations for it!! Could you please give us further details about how it works? Can I link it from our blog? nice job!
#74 dvkvarma those are great news! Congratulations for it!! Could you please give us further details about how it works? Can I link it from our blog? nice job!
#76
Thanks Albert, Sure i will post more details in a while.
As i'm standardizing it a bit more to make it public.
Meanwhile to have a feel, take a look at this image
dvkvarma.googlepages.com/mtrackbot.gif
As i'm standardizing it a bit more to make it public.
Meanwhile to have a feel, take a look at this image
dvkvarma.googlepages.com/mtrackbot.gif
#77
Albert ! Thanks for mentioning abt my BOT in twitter.
Hey, I'm struck at parsing the rest xml response incase of errors, the root(result) element is not well-formed in the response (only for result which has error). I'm getting the following response.
<?xml version="1.0" encoding="UTF-8"?>
<result code="error"/>
<error>Invalid credentials</error>
but i feel it should be
<?xml version="1.0" encoding="UTF-8"?>
<result code="error">
<error>Invalid credentials</error>
</result>
is it possible to fix this or is there any specific reason behind it?? Let me know
Incase if is going to stay like that, i have to implement a custom parser
Hey, I'm struck at parsing the rest xml response incase of errors, the root(result) element is not well-formed in the response (only for result which has error). I'm getting the following response.
<?xml version="1.0" encoding="UTF-8"?>
<result code="error"/>
<error>Invalid credentials</error>
but i feel it should be
<?xml version="1.0" encoding="UTF-8"?>
<result code="error">
<error>Invalid credentials</error>
</result>
is it possible to fix this or is there any specific reason behind it?? Let me know
Incase if is going to stay like that, i have to implement a custom parser
#78
#77 You're right, I've fixed the syntax of XML response and now it should work like a charm
Please, tell us when you'll have finished your integration with the rest API, we're looking forward to it
Please, tell us when you'll have finished your integration with the rest API, we're looking forward to it
-----------
Moneytrackin' staff - moneytrackin.com
Moneytrackin' staff - moneytrackin.com
#79
Hi Albert,
I've emailed responses back in the past and the site is really looking great.
Unfortunatly i've removed all my transactions as of current... the main and ONLY reason I can't use this is that it is more like a Quicken / Microsoft Money type of solution... What I need, and believe me I wish there were more options to this is a "ENVELOPE BUDGET SYSTEM" instead of a money tracking system.
I want to know where my money is and were it is going "BEFORE" i spend it not after which this is a great solution for but I need to work with my money before it gets spent.
If you could co-ordinate in a Envelope System, with a Spending Plan, and funding the envelopes similar to Mvelopes or myspendingplan.com I would be here is a heartbeat.
Thanks i'll keep monitoring for any development in that direction otherwise I need to stick with Mvelopes at this time.
L8r,
Vince
I've emailed responses back in the past and the site is really looking great.
Unfortunatly i've removed all my transactions as of current... the main and ONLY reason I can't use this is that it is more like a Quicken / Microsoft Money type of solution... What I need, and believe me I wish there were more options to this is a "ENVELOPE BUDGET SYSTEM" instead of a money tracking system.
I want to know where my money is and were it is going "BEFORE" i spend it not after which this is a great solution for but I need to work with my money before it gets spent.
If you could co-ordinate in a Envelope System, with a Spending Plan, and funding the envelopes similar to Mvelopes or myspendingplan.com I would be here is a heartbeat.
Thanks i'll keep monitoring for any development in that direction otherwise I need to stick with Mvelopes at this time.
L8r,
Vince
#80
Great job with the website. Intuitive and easy to use. Effective in a simple way.
1) Are "monthly limits" account-specific? Is there a way to make monthly limits only based on tag and not chained to any one account? For instance, I have 2 credit cards, I may use any card to eat at a restaurant, but I dont want to specify a monthly limit for "eatingout" in 2 different places. If I spend > $300 a month eating out, I am in for trouble, no matter what the account.
2) Is there a way to rename the "Main Account", if not delete?
1) Are "monthly limits" account-specific? Is there a way to make monthly limits only based on tag and not chained to any one account? For instance, I have 2 credit cards, I may use any card to eat at a restaurant, but I dont want to specify a monthly limit for "eatingout" in 2 different places. If I spend > $300 a month eating out, I am in for trouble, no matter what the account.
2) Is there a way to rename the "Main Account", if not delete?
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albert