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Topics - Eric Poulin

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Testimonials / From Facebook: Try this product - it is the best!
« on: September 08, 2010, 09:59:22 PM »
Try this product - it is the best! You cant loose - there is a free trail. I am amazed how well it works (for my needs). The developer Eric is responsive to user request. I was a little hesitant signing up as I had not heard of this program (good or bad) and I was not real comfortable giving money to someone I was not sure about. Well was I surprised. I had actually signed up for two subscriptions by accident (after the free trail). Before I had any idea this had happened Eric had caught the mistake and refunded the second Subscription. That is what you call customer service and integrity. Do not hesitate to try this program - you will not only love the program but you will be working with people that are honest and trustworthy and really believe in their product.
- Travis Donalson
[taken from our Facebook page]

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CalendarBudget Support / 30 Day Budgeting Habit Installer
« on: August 31, 2010, 06:30:14 PM »
Hey folks,

I'm currently creating a 30 day email series for new users (it will be available to everyone) that will send you an email ever day for 30 days and help get you in the habit of good budgeting skills while at the same time showing you how to use CalendarBudget. Each email will be VERY brief - less than a 5 minute read and will have some kind of assignment.

The rationale for this series is... the biggest inhibiter to budgeting success is simply not doing it -- not getting into the habit and not knowing how to get going.

Initially the emails will be text and image, but eventually I hope to create videos for each day so you can just watch the 2-3 minute video and then go try out the suggested activity.

Thoughts?

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I just wanted to email you to let you know that I sat down to look at this budget software; I mean, I truly took the time to see how it really works. It is exactly what I am looking for, as I use a paper calendar to write what is due when. But that only applies to my fixed/repeating expenses, not the variable ones. With this software, I can keep track of everything and see my account balances first hand, assuring me that I won't overspend. I also like that the left over money rolls over (sweeps) to the following month. Job well done!

-Jo

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Feature Wish List / Facebook interaction
« on: March 02, 2010, 11:56:15 AM »
I've been planning to allow users to login to CalendarBudget with their Facebook credentials. This would mean if you are already logged into Facebook and come to the CalendarBudget homepage it would automatically bring you right into your calendar. This would be optional of course, and you could still use your regular email/password if you prefer.
If you are connected through Facebook, some other opportunities arise. I could post a message to your Facebook wall saying something like "My finances are all up to date...I am a personal finance guru!" with a link to CalendarBudget. Potentially this link will be an affiliate link and anyone who signs up for a membership from your link will get you a small commission (through PayPal).
Any thoughts on this?

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Frugal Ideas / Tips on Money Problems
« on: January 21, 2010, 05:13:25 PM »
Check these out... some quick ideas on how to save money.
http://www.moneyproblems.ca/tip-of-the-day/

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Testimonials / From Facebook: Simple to use, but very powerful
« on: August 12, 2009, 06:00:17 PM »
Taken with permission from a facebook comment:

If you haven't checked out CalendarBudget, go take a peek. Simple to use, but very powerful in the way it conveys information about your current financial state.

[My wife] is pretty skeptical about most budget software, because she's not found something that resembles her budgeting technique, and most programs, like MS Money or Quicken, don't quite represent the way we spend money and pay bills (though both are nice pieces of software in their own ways).

So I showed her CalendarBudget, the demo, and she 'got it' right away. She likes to see how much will be in the bank on any one day.

- Chris Wheeler, Ontario, Canada

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Testimonials / From Email: I'm so thrilled I found your app!
« on: August 12, 2009, 05:58:26 PM »
Republished with permission from email received in 2007.

I'm so thrilled I found your app. It truly is exactly what I would've made for myself. I'd been using an Excel workbook with various spreadsheets on steroids from all kinds of formulas I'd written to keep track of my household budget and financial goals. But it became hard to manage those expenditures that pop up in between set payments and still see the forward impact. I'd thought of creating a calendar myself, but the idea of rewriting formulas was exhausting. So thank you thank you thank you!

One other thing that I'm excited about is that finally my husband and I can be on the same page. If he needs to buy unscheduled gas or grab lunch, he can get a snap shot of our account balance and budget without checking with me first. And he can go in online and make the update himself so I'm not pecking him about a receipt. I hate him feeling like a kid on an allowance!

- Venita Davis

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Feature Wish List / iPhone App?
« on: June 04, 2009, 08:21:59 PM »
Anyone interested in an iPhone app for CalendarBudget?
You could:
  • Check your budget while you're out to help make a purchase decision
  • Update/add new entries while shopping
  • Other things?
What kind of things are interesting to you?

10
Feature Wish List / Alerts
« on: February 24, 2009, 03:03:24 AM »
I'm writing content for the alerts now.  Any requests?

Some possibilities:
- Warning of which day in the month pushes you over your budget in any category?
- Suggestion to use unspent category budget to pay off debt of invest?
- Does you're account go into the red (or below some preset low-threshold) in the next 3 (or x number of) months?  If so, when.
- What is the high and low balance (with dates) in the current month? (this duplicates the High/Low indicator)


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CalendarBudget Support / Tutorials Requests
« on: January 11, 2009, 01:08:49 PM »
We are planning a number of video tutorials (Help-->Video Tutorials) and some answers to common questions (Help-->FAQ) in the CalendarBudget interface.
If you are having difficulty (or had difficulty) learning a feature of CalendarBudget, or think a specific tutorial would be helpful, please comment about it here.
We'll use this forum thread as a basis for building our tutorials.

A few suggestions I've already received:

  • Getting started entering account balances when you create multiple accounts
  • Setting up Budgets

12
CalendarBudget Support / Chrome Browser exits beta
« on: December 12, 2008, 04:53:01 PM »
Google's Chrome browser (based on Safari) finished its beta earlier this week (I think it was this week).  I downloaded a copy and was surprised to find that it runs CalendarBudget great!
I've removed the warning from the home page (saying Chrome is not supported).  The toolbar in the calendar will be adjusted in the next system upgrade, next week, but feel free to use it now.  Its VERY fast compared to slow browsers like Internet Explorer and Firefox2. 

My recommendations for the best (and fastest) CalendarBudget experience are now Chrome & Firefox3.

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CalendarBudget Support / Categories Across Multiple Accounts
« on: December 10, 2008, 04:03:42 PM »
I received an email from a CalendarBudget user who deleted a category from 1 account and expected it to be deleted from their other accounts.
I designed CalendarBudget with the ability to have each account have its own categories. I know this is a "could be" useful feature, but it also has drawbacks, such as you can't report across accounts on category usage, and you have to maintain categories in each account if you want them in synch.

What do you expect CalendarBudget to do regarding categories across multiple accounts?

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Consolidation with Reality / Import format (QIF/OFX)?
« on: December 02, 2008, 05:07:07 PM »
Most of the online banks we've checked out use OFX as the format for their account exports.  In fact, at least 1 bank, when you ask for a QIF/QFX/MS Money format actually output identical OFX format files, just with a different file extension.

About.com complained that we don't support QIF format, even though the format is old and discontinued.  Does anyone want us to accept true QIF files?  What other import formats do you want (that you'll be exporting and trying to import into CalendarBudget)?

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Feature Wish List / New Reports
« on: November 27, 2008, 11:17:07 PM »
From an email conversation:

It would be very useful to have a bar chart (or line chart) displaying account projected balance for current month, 3, 6 months or whole year.

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