Eric PoulinThat new icon that looks like 2 arrows chasing each other indicates that a transaction is a repeating transaction.
Eric PoulinHi Nathan,
All of the setups have moved under the right-most icon (the person/profile icon).
https://prnt.sc/pr96bt
Eric PoulinThere are no restrictions during the trial period.
Could you email me directly, epoulin@calendarbudget.com and let me know your CalendarBudget email?
Eric PoulinThe 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 PoulinThere 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 PoulinHi 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 PoulinWe 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 PoulinWe 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 PoulinIs anyone else using this idea or would benefit from this suggestion?
Eric PoulinThe 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 PoulinHere’s how it’s designed to work:
Eric PoulinIn 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 PoulinThanks 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.
Eric PoulinWe created a new page today on our website with these instructions: https://calendarbudget.com/troubleshooting
Eric PoulinBrowser rewrite is scheduled for this summer. The recent update to our login is a first step.
