[Eric Poulin]

in reply to: Transferring between accounts #3624

Thats an easy fix.  We didn’t test with any 2 word accounts.
I’ll fix that tomorrow.

[Eric Poulin]

in reply to: Transferring between accounts #3622

We’re planning to release inter-account transfers later tonight, unless testing finds a major problem.
We decided to make transfer a transaction type.  So, if you have more than 1 account created in CalendarBudget, you’ll be able to choose from Deposit, Withdrawal, or Transfer.

[Eric Poulin]

in reply to: Change Log? #3673

The change log feature should be in the next code release (hopefully later tonight).

[Eric Poulin]

in reply to: Change Log? #3672

Another great idea.  I usually try to send out emails, but they are a pain to compose and send out.
I like the idea with the following revisions:

• I’ll track updates to the system by date they are released.
• I already track your last login date – so I can show the New Features alert (similar to Google Calendars) if there are new things after your last login date && you haven’t viewed the change log.

Once implemented, this will save me time writing emails, and give those logging in after a while an update on whats available now, so you don’t miss out on cool new things that will be of benefit.

[Eric Poulin]

in reply to: Alignment #3666

I agree with all of your suggestions.
Hey are you a visual designer?  :)

[Eric Poulin]

in reply to: Check/uncheck category #3668

Yes. You’re right.  This is a bug that I’ll fix.  That code was released just yesterday, but, it appears we missed that in our testing cycle.

Thanks for pointing it out!

[Eric Poulin]

in reply to: Drag and Drop entries #3671

Drag and drop is already available today.  When you drag, it will separate the entry from the repeating series.
We had an account field in the entry dialog (which I just removed because noone was using it) to make space for the addition on a transfer feature.  But you don’t want a repeated transfer from one account.  You want to actually move the entry.
I removed the account field in the interest of keeping things the dialog simple because I don’t think this occurrence will happen too often.  Although it may not happen too often, I can see how you would want to have it happen.

[Eric Poulin]

in reply to: Alignment #3664

Interesting idea.  It sounds great if we can overcome a few design issues.
1) If the entry name is longer than the width of the day cell, would you want the title cut off as it approached the amount?
2) Would you expect a “fixed” space for the amounts?  Would it extend in to the thousands, or ten thousands?  This could result is wasted space for long entry titles with small amounts.  Or do you just want it right aligned, and let the entry name come right up against it, with a small space before for readability?
3) When you mouse over a cell will 1 entry that is really long, and we expand the cell – do you expect all of the amounts to right align to the far right?  Short entries then become not very readable.

[Eric Poulin]

in reply to: Categories Across Multiple Accounts #3654

Changing to a single set of global accounts is done, along with some associated performance improvements.
However, this code change is coupled with the transfer feature, which is taking a little longer than expected.  It will likely roll over to next week to ensure its well tested before we release it.

[Eric Poulin]

in reply to: Transferring between accounts #3621

Coding the transfer feature is taking a little longer than expected.  It may roll over to next week to ensure its well tested before we release it.

[Eric Poulin]

in reply to: New Category Type: Savings #3660

I agree that categories should be more permanent-type structures.
We may want to create a new structure called “goals” or something similar to represent a temporary container to hold “saving for a new TV”.  Once the “goal” is reached, it will disappear in the future, but still be part of your budget as you review the past.

[Eric Poulin]

in reply to: Transferring between accounts #3620

Some discussion about Transfers ran off in the “Categories in Multiple Accounts” thread.  Here’s the conclusion:

First, I’m going to make Categories a single instance, global set of categories (not different categories for each account). 
Then, I’ll complete the account transfer feature.  Once categories are global, transferring will make more sense since the target account transaction will be in the same category, and report across accounts will be much simpler.

I’m targeting end of next week to do all of this. (fingers crossed)

[Eric Poulin]

in reply to: Santa Hat #3663

:D
Ok… that was hillarious!  Thanks for the laughing break!

..now my kids are asking for the coloring page.

[Eric Poulin]

in reply to: Categories Across Multiple Accounts #3653

At the moment any category can be flagged an typically an “income” or “expense” category.  This distinction is used to group the categories, and in fact reverse the count on the category.
For Income categories, the “budget” is a target you hope to reach.
For Expense categories, the “budget” is the maximum you should spend.
Probably we’ll keep tis distinction.  We’ve discussed having sub-categories in the past with roll-up totals.  We’ll probably do that eventually, but not any time soon, simply because there are other higher priority features.

Regarding transfers – having a single set of categories across all of your accounts nicely facilitates the target account entry.  I’m liking the single instance of categories more and more.  Perhaps, I’ll do that now in combination with transfers (before releasing transfers) since it will make things much simpler.  Unfortunately the next system upgrade will be pushed until next week, but its for the best I think.  I’ve discussed this with the other half of the design team and I’m going to go ahead with making categories a single global entity.

Also, funny enough… the current entry dialog DOES have an account field allowing you to create/move entries to other accounts.  However, I have *just* removed it as part of the transfer feature.  The account field is just clutter on the entry dialog, it never gets used.  Behaviorally, people won’t create a transaction unless they are “in” that account and thus seeing the surrounding context.  I originally thought it was a good idea as mentioned by Obelix, however, noone is using it, including me – its just another field to have to tab through.

[Eric Poulin]

in reply to: Categories Across Multiple Accounts #3650

Sorry, I think I wasn’t clear in my last post.  The idea of the multi-column sidebar is only as an expandable (expanding to the right) option.  You may expand it temporarily while reviewing budget spending, it would likely hover over the calendar, not shrink it.  The normal view would be pretty much as it is today, with the category spending showing spending for your entire finances, not just the current account.
In fact, it just dawned on me… to make this more visually clear, the Account Tabs would  start AFTER the category side bar – so the category side bar would not be specific to any account, but a global shared entity.

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