[Eric Poulin]

in reply to: Bug in Create New Entry or Edit Entry Form #3994

This can happen if the currency for the account doesn’t match the currency for the category.
For, example if I have categories in $, but an account in Euros, I cannot use the $ categories.
To fix this, go into Category Setup and check the currencies and in to Account Setup and make sure the currencies match. Or, you can create more categories for your alternate currency account.
We designed it this way because we can’t have a category being used in accounts that use both $ and Euro (for example) since the currency conversion is not 1:1.

[Eric Poulin]

in reply to: Future of Calendar Budget #3992

Haha – we’d LOVE to be bought out by a bank :)
We’d love to update the mobile version – there are a number of quirks about it – we just haven’t had the resources (time) to do it. It continues to be on our to-do list.
Eventually, we’d like to get to Android/iPhone version… but that’s still a ways away. For now, were sticking to the mobile web version and are looking to update that next.

[Eric Poulin]

in reply to: Bank Reconciliation Assistant Question #3991

OK – sounds like we’re close to a solution.
If you email your bank file to epoulin@calendarbudget.com, I’ll take a look and track down what’s happening.

[Eric Poulin]

in reply to: Bank Reconciliation Assistant Question #3989

The reconciling assistant tries to match the daily balance.
If all of the entries in the reconciling assistant are green, then all of the bank entries match, but likely you have an extra entry in the calendar that did happen in reality on Nov 27.
If you remove that entry (or move it forward if it’s still valid) the reconciling assistant should be happy.

[Eric Poulin]

in reply to: Account balance #3988

Ya, I noticed that a few days ago too.
We’ll look into a solution.

[Eric Poulin]

in reply to: Importing OFX, some entries can’t be dragged to the calendar #3984

Hmm. Could you send me a copy of your OFX file to epoulin@calendarbudget.com and I’ll check it out. I’m sure we can make it work properly.

[Eric Poulin]

in reply to: Show High/Low #3978

Yes, when we designed it, we tweaked the colors to maximize the contrast, but admittedly it’s still not great.
Do you have any suggestions about how we can make it better?

[Eric Poulin]

in reply to: Bulk import? #3968

The mint.com format is as follows:

“Date”,”Description”,”Original Description”,”Amount”,”Transaction Type”,”Category”,”Account Name”,”Labels”,”Notes”
“3/14/2012″,”Amazon”,”AMAZON MKTPLACE PMTSAMZN.COM/BIL”,”26.11″,”debit”,”Shopping”,”Visa”,””,””

[Eric Poulin]

in reply to: MAKING A COPY #3977

Good point. We’ll update our web page :)
It’s VERY hot and humid here in my area of Canada too… but better than snow!

[Eric Poulin]

in reply to: MAKING A COPY #3975

CalendarBudget is always in the cloud. There is no local copy on your computer. Your data is always stored on the CalendarBudget secure server and backed up nightly.
That way, your data is always up to date on any computer or mobile device.

[Eric Poulin]

in reply to: Mark Items as Completed or Planned… and interface for those #3952

Hey, that’s a great idea – when reconciling, CalendarBudget could automatically mark the entry as complete.

[Eric Poulin]

in reply to: Adjust Balance (reconcile) #3971

Interesting – I haven’t heard of anyone using CalendarBudget like this… not exactly as intended, but I understand your use case.

We were going to add the ability to just add an adjustment entry for people who simply haven’t reconciled in weeks and can’t be bothered to update the details for such a long time. As I said – it’s not ideal, but, I suppose if people want to be disciplined they will be and if not, maybe it’s not CalendarBudget’s place to force that.

Thanks for persisting with your explanation – I think we will add this afterall.

[Eric Poulin]

in reply to: Quick Forecast #3972

Ya – like this. We had a similar request from someone else who used a line graph as the report example.
This one is definitely on the to-do list :)

[Eric Poulin]

in reply to: Adjust Balance (reconcile) #3969

Thanks for your comment.
A few thoughts. CalendarBudget is designed to track all ape ding and auto-calculate balances based on the entries. What you’re suggesting – just updating the account balance – while convenient, results in you, the end user, becoming a little lax in your financial accountability. CalendarBudget would have to create an “adjustment entry” for the difference between the plan and the actual account balance – but where did that money really go? You can categorize it properly or track you money properly. You’ll be left with a bunch of adjustments that do t help you k ow where your money went. For this reason, I am reluctant to add this feature… Once there, it’s too easy to get lazy and abuse it.
Does that help at all?
Is there a reason you don’t use the bank import feature?

[Eric Poulin]

in reply to: Accounts with different currencies and exchange rate #3966

We have considered this. We know the all accounts total is not correct in a multi-currency scenario. We don’t show a currency symbol on All Accounts, but the total is definitely wrong.
The problem with trying to do currency conversion is… the conversion rates change each day, so looking at a calendar would we use the currency conversion as it is TODAY or should we somehow try to cache the values… then we are storing currency conversion rates for every date, which is crazy. We thought about just using todays rate on all instances… since it would only affect the All Accounts tab but it just never got prioritized in our development efforts.

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