[Eric Poulin]

in reply to: New “FIX” #7953

Hi Randy, I’m sorry you don’t like the updated UI. Most others love it.
The balance projection graph can be disabled in Account Setup.
https://prnt.sc/v1jz2x

[Eric Poulin]

in reply to: Change facebook login to regular login. #6251

Yes, you can switch to regular log anytime. We set a default password when you first login using Facebook and we use your primary Facebook email as your username. To receive your password, go to the login page and select the “Forgot Password” link. Enter your email and your password will be emailed to you.
To change the password to something you’ll remember, first login using Facebook, then use the toolbar to click on the right-most menu and select Membership Details.
Then click the “Change Password” button.

[Eric Poulin]

in reply to: New little arrow beside transactions? #6068

That new icon that looks like 2 arrows chasing each other indicates that a transaction is a repeating transaction.

[Eric Poulin]

in reply to: Edit Bookmarks missing #5904

Hi Nathan,

All of the setups have moved under the right-most icon (the person/profile icon).
https://prnt.sc/pr96bt

[Eric Poulin]

in reply to: Category Setup #5850

There are no restrictions during the trial period.
Could you email me directly, epoulin@calendarbudget.com and let me know your CalendarBudget email?

[Eric Poulin]

in reply to: Category Setup #5846

The system might be getting confused with too many changes all at once. I suggest first add all of your new categories then save. THen go back into category setup and remove the categories you no longer want and save that.

[Eric Poulin]

in reply to: Reconciling #5793

There isn’t a good way to change your bank import file, nor should you.
If you need to just change your daily balance you can click on the balance on the day you want to change and a balance adjustment dialog will appear, which will create a “Balance correction entry” bringing your end-of-day balance to whatever you enter.

[Eric Poulin]

in reply to: Editing entries not working #5744

Hi bigmacak,

I’m sorry you’re having trouble with this. We haven’t detected any problems around what you’re describing, but if we can duplicate the problem on our browser to observe the problem happening, we can certainly fix it. Please have a look at this short 2-min video I created trying to reproduce: https://www.youtube.com/watch?v=NpNajzX9qOk

[Eric Poulin]

in reply to: Mark as pending #5637

We don’t have a pending state, but we sort of have it in reverse. We have a “Marked as complete” option (if you right-click on a transaction, or swipe left on a transaction on mobile) you can mark a transaction as completed. So, you could consider all entries as pending until they are completed. Does this meet the needs of this request?

[Eric Poulin]

in reply to: Pay Day Start Date vs Calendar Month #5273

We have had very few limited number of requests for this. We are considering it for the future, but at the moment, its low priority.

[Eric Poulin]

in reply to: Mark as pending #4937

Is anyone else using this idea or would benefit from this suggestion?

[Eric Poulin]

in reply to: Transfer surplus funds to savings account #4929

The way I usually handle this is to create a “Miscellaneous” entry each month for the potential variance or for unexpected things. I usually set to this to $50-$100, which ends up being pretty accurate over time.
We have begun design investigation into a redesign of the main browser version of the app and part of that will be a major improvement to the way categories work, including what you’re suggesting – an envelop system or variant of that where excess budget funds can go towards the next month’s budget or into a “slush fund” of some type.

[Eric Poulin]

in reply to: "Remember Me" or "Stay Logged In" on Web site not working #4840

Here’s how it’s designed to work:

[Eric Poulin]

in reply to: "Remember Me" or "Stay Logged In" on Web site not working #4838

In its current form its more of a “remember me” implementation – it remembers your email. We want to work towards a true “stay logged in” feature to make using CalendarBudget even easier. Coming with our browser redesign later this year.

[Eric Poulin]

in reply to: "Remember Me" or "Stay Logged In" on Web site not working #4837

Thanks for the heads up. I’ll have a look at that. We know it doesn’t work for Facebook login, but it should be working for email+password login.

[Author]

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