[Eric Poulin]

in reply to: Rearranging Account Order #3603

Noted about tab color.  That should be an easy adjustment.
I’m trying to figure out what your forum image is…. :)

[Eric Poulin]

in reply to: Future Feature List #3546

For High/Low if I just highlighted the border to be high=green, low=red (similar to how today is outlined in blue) would that be sufficient?
I’m imagine a checkbox somewhere in the main interface that would enable the showing of high/low.

[Eric Poulin]

in reply to: New Reports #3611

Yes, thanks for bringing the discussion back to the point.
I agree – the report suggestions are good, and not hard to deliver. 
I’ve added these report suggestions to our development plan – hopefully they’ll be available before we exit beta.
Feel free to add more report suggestions here – we’re open to thoughtful ideas.

[Eric Poulin]

in reply to: New Reports #3609

Just tying up loose ends here.
I ended up making budget categories global (same and shared for all of the accounts you create).  This makes understanding your finances much cleaner and reporting is easier to understand.

[Eric Poulin]

in reply to: Rearranging Account Order #3599

Good idea.  This is a pretty simple adjustment.
What do you think about using the Account Setup dialog, allowing you to order your accounts there – and maintaining that ordering in the main Calendar?
We could add a sort button there for convenience if you prefer alphabetic sorting.

[Eric Poulin]

in reply to: Holidays/ Bank Holiday Marking #3598

I have a concern with adding to the transaction types.  I don’t want to overload the meaning of the regular entry dialog.  Currently its to enter a transaction.
I think it would be confusing to use that same dialog to enter bank holidays.  Rather, I think this should belong under the setup menu on the toolbar, since it represents a global configuration for all of your accounts.

Since the greatest number of my users are from US and Canada, I think it does make sense to maintain a list for those 2 countries and make it easy for the majority of users.  I think I’ll use that as the “base” of a system that users can customize.  So, as we discussed earlier in this thread, you can use these default values to seed your bank holiday list – or you can totally customize it.

You’re right about the existing repeating entries that will need to be mass-adjusted.  But – luckily it will just be a one time hit to the system.

[Eric Poulin]

in reply to: Reports > Export Data to CSV File #3681

There we go.
The system didn’t like a start date that was before there was any account activity.
It should be fixed now, at least I am no longer getting that error.
Let me know if anything else is causing you trouble.

[Eric Poulin]

in reply to: Reports > Export Data to CSV File #3680

Thats ugly…
Its seems to not like when the dates span different years.
Investigating a fix asap.

[Eric Poulin]

in reply to: Reports > Export Data to CSV File #3677

Done – those changes are up on the server. 

[Eric Poulin]

in reply to: Reports > Export Data to CSV File #3676

Sure – these 2 requests are easy enough to do. 
I’ll try to get them into the next system upgrade.

The reloading time issue may have to do with IE7.  If you have them, try Firefox 3, or Chrome – the are WAY faster for heavy javascript apps like CalendarBudget.

[Eric Poulin]

in reply to: Deleting a Bank Account in Account Setup #3675

I have on my todo list to be able to actually “delete” those entries, not just transfer them to another account. 
When each account had its own categories, when deleting an account I would create a new category in the target account called “Transferred from Account X”.  Would it be better to preface each entry name, of put them all into a new category (then you’d lose all your categorization). 

[Eric Poulin]

in reply to: Holidays/ Bank Holiday Marking #3596

I want CalendarBudget to be as useful as possible.  I don’t want to have to maintain a long list of bank holidays by country (which may periodically change), and require people to declare the country they are in to be able to benefit from this feature… but maybe there’s no other way good way.

I could setup something that other calendars have… a single default list of bank holidays (for Canada/US), and let you customize the list for your area.

[Eric Poulin]

in reply to: Marking actual vs planned (consolidation) #3577

I’m starting work on this now. I’ll keep everyone posted on progress.

[Eric Poulin]

in reply to: Alignment #3667

Another good idea comes to fruition. 
The alignment is now set as describe in this thread.  Will be available on the CalendarBudget server later tonight.

[Eric Poulin]

in reply to: Check/uncheck category #3669

This is now fixed.  Thanks again for pointing it out.

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