RoadMap and Release Notes

Planned, InProgress and Completed Features - We Love You People

Import of transactions

In Progress - 1.0.4

Transactions should be imported from a CSV file with a predefined format and from QIF files from Quicken and other financial apps.

90% Done

iPad Companion App

In Progress - 1.0.4

A companion app to add transactions on the go. This would be a simple app to help users capture their transactions quickly and easily which will be synced with the App on their Macs.

60% Done

Monthly Reports

Planned - 1.0.4

This feature would help users to take a record or a snapshot of their financial lives in a month as a report in PDF format. This can be exported to be saved in the user's system.

Adjust Budget

Planned - 1.0.4

Adjust Budgets next month based on current month: If the users over spend or spend less than the budgeted amount a particular month then that should be reflected in the next month's budget in case of over spending or be reported as a saving in case of lesser spending.

Sub-Analysis

Planned - 1.0.4

Sub-Analysis based on Tags and Transaction Type: There should be a facility for the users to sub-analyse the reports by tags or split the transaction type chart still further.

Currency

Planned - 1.0.4

Currency Symbol Support and Units for Charts: The currency symbol even if it is not related to the transaction rates should be selected and applied to all amounts based on user preference. The charts should be marked with units for clear identification.

Re-Arrange MoneyBags

Planned - 1.0.4

Ability to rearrange or reorder moneybags in display based on user preference like % completion.

iPhone Companion App

Completed - 1.0.3

A companion app to add transactions on the go. This would be a simple app to help users capture their transactions quickly and easily which will be synced with the App on their Macs.

100% Done

Edit MoneyBags

Completed - 1.0.3

While it is possible to edit budget for a moneybag for each month, we are not able to change the default budget, name or icon specified initially. There should be facility to change them.

100% Done

Calendar View

Completed - 1.0.3

We have added calendar view as a new feature which helps to see the montly transactions in a calendarview.

100% Done

Icon Change, Custom Name, Picture and UI changes

Completed - 1.0.3

We have added many new features like custome name, picture of the user. We have also changed the app icon and made some UI changes to make it more easier.

100% Done

Decimal Support

Completed - 1.0.2

Currently it is not possible to enter a decimal value (12.60) as the transaction amount. Only whole numbers are accepted. Transaction amounts and their related calculations should support decimals.

100% Done

Bi-Weekly Recursive Transactions

Completed - 1.0.2

For many users the salary is a bi-weekly transaction and the app should provide the ability to add bi-weekly transactions. Currently only daily, weekly, monthly and yearly are supported.

100% Done

App opening layout change

Completed - 1.0.1

The app opens by default in full screen and it is not recommended. The app should open in a non-full screen mode and the user can choose to change the size or maximize.

100% Done

Edit Transactions Description and Amount

Completed - 1.0.1

Edit Transactions Description and Amount: 1.0.1. The transaction description and amount are not editable. Both of them should be made editable..

100% Done

Delete All MoneyBags in a Single Operation

Completed - 1.0.1

Delete All MoneyBags in a Single Operation: 1.0.1. An option should be provided to delete all MoneyBags which are created by default. This would help to avoid the scenario of deleting each of them individually.

100% Done

Version 1.0.2

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1. App is made fully compatible with Mountain Lion Gate Keeper.

2. Added support to enter decimal value for a transaction amount. All calculation and processing will now support decimals. Budgets and Percentages will not be displayed as decimals.

3. Added support for Bi-Weekly Recursive Transactions. Now transactions like salaries which are bi-weekly can be configured using the Recursion option.

4. Fixed a bug where the transactions are marked as Expense by defauly while adding.

5. Minor layout and UI changes for better experience.

Version 1.0.1

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1. Fixed the issue of app opening in full screen. The app would now open with a smaller screen size and can be resized.

2. Ability to edit transaction description and amount.

3. Fixed issues in enabling Sync which occurred in some systems.

4. Fixed an issue in Auto-Update which causes failure while downloading and applying updates in certain scenarios.

5. Provided the ability to delete all MoneyBags and start with a clean database using a single click.

6. Enter and Escape keyboard controls are provided while adding and editing transactions.

7. Trial License Flow Modified for easier start. No Need for Trial Activations.

8. Quick Start Guide Provided in Website Support Page.