Link BankAccount to AddressBook, Change amount and dates, Readjusting Balance

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Link BankAccount to AddressBook, Change amount and dates, Readjusting Balance

(3 posts) (2 voices)

Started 5 months ago by horia8m
Latest reply from Akhat

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horia8m
Member

Hi, I looked around in the forums to see if these subjects have been brought to you but I didn't see them anywhere (maybe I didn't look well enough).

1. I store ph#s and site links for every bank account in my address book (every account is a Contact). From what I see, you guys already have a browser integrated in the program. Would it be possible to link each account to a Contact in addr book? Would it be possible to do the online banking in your browser? (I know it's already possible) but could those links open in your browser? Could we make ph calls from respective account screen? Could the browser be more accessible (from all screens)? Would it be possible to download .ofx directly into a folder? Also, for jailbroken, can I just add .ofx files to that folder by SSH?

2. Would it be possible to change amounts and dates for transactions and budgets directly from the main screen (just by taping the amounts)? If yes, it would be helpful to have a calculator option. If NOT, would it be possible to have a calculator accessible from all screens (a very small one: half or quarter of screen)?

3. Would it be possible to add day of the week for all dates?

4. When manually readjusting balance to an account, would it be possible for it to appear as a transaction called "Readjustment"?

5. Little error (verry little), when I import .ofx, in the details, "DATA" appears in cyrillic. lol I'm using it in english...

6. Since your icons are so big, there's a significant amount of space for every transaction (on every line). Can I suggest that you guys add little icons that will show: parent category, account used and link them to respective budget and account used? (I'm talking about the top right space on each line)

7. About the Reports Budgeted/Actual: Is there any way to show Budget and Actual in the same bar (two colors)? The problem I have is that when you pick Actual from first screen, you will only see Actuals in all following screens. I know it would cause a problem for the pie representations. You can just show one pie for budgets and one for actuals in the same screen, what ever the (sub)category. Also, for the pies, to save some space, you don't need a legend. Can it just show the icon when pressing and holding the respective portion of the pie?

8. Transaction reports: Please add Day of Week and Icons! It would make it a lot friendlier.

9. On two finger tap, can a sorting option menu appear? (sort by date or account)... instead of having that in settings... The one in settings could be default while the two finger tap, temporary

10. Left and right scrolling could replace the arrows (in screens Transactions, Planed, Budget). it could scroll by amount of time chosen: day, week , month...

11. When choosing pictures from Photo album (pictures taken of receipts) could we actually see them before picking? It's hard to choose from thumbnails. Receipts all look alike in those tiny pictures. When you have a lot of them, it comes down to guessing which it is.

12. I know I'm suggesting a little too much but it would be helpful to have a zoom for the camera, or at least zoom in and out while picking pictures. Or even better, zoom in and out on viewer after pics are saved in your prog.

13. Please add the ability to zoom out when picking icons. Right now it only zooms in. Also it seems to pick the smaller side of the picture which removes the ability of choosing the entire picture.

You guys rock! I chose the program after playing with all of them for a week. I chose this one hopping that it will become better and better. From what I see it's a good start. I don't mean to make it sound like I'm giving you work. I think it's in everyone's interest to make it the friendliest possible and since all competition is improving, I hope you stay on top.
Also, don't bother with long explanations. If not doable, I'm sure we can all understand.
Good job!

Horia

Posted 5 months ago #
Akhat
Administrator

Replying to @horia8m's post:

Hi. Thank you for the huge message, I'll try to answer your points gradually one by one :) This is going to take more than one time :)

1. I store ph#s and site links for every bank account in my address book (every account is a Contact). From what I see, you guys already have a browser integrated in the program. Would it be possible to link each account to a Contact in addr book? Would it be possible to do the online banking in your browser? (I know it's already possible) but could those links open in your browser? Could we make ph calls from respective account screen? Could the browser be more accessible (from all screens)? Would it be possible to download .ofx directly into a folder? Also, for jailbroken, can I just add .ofx files to that folder by SSH?

Yes, it would be possible to link accounts to contacts. It is not our high priority task, but we have it in the plan.
I am sure it is already possibly to do the online banking from our browser, for the reason that it is actually a standard Apple's component, and the very same browser, just integrated in the application. We have not tried to add any extra features like links tracking to it, but we'll think about it. It is also possible code the feature about phone calls, and the browser can be more accessible. We need to see how many users need this feature, to determine its priority.

No, we do not support, and never will, any jailbreak options. This is strongly prohibited by Apple.

2. Would it be possible to change amounts and dates for transactions and budgets directly from the main screen (just by taping the amounts)? If yes, it would be helpful to have a calculator option. If NOT, would it be possible to have a calculator accessible from all screens (a very small one: half or quarter of screen)?

This would take a lot of redesigning, and users are already familiar with the current approach so it's not likely that we change it. The calculator is available almost everywhere, where you add numbers (the calculator form is actually used to add numbers).

3. Would it be possible to add day of the week for all dates?

We are not planning to do it right now, but you can match the dates and days by rotating the iPhone from Transactions tab.

--
For the rest of the questions: let me answer tomorrow.

Posted 5 months ago #
Akhat
Administrator

Continuing...

4. When manually readjusting balance to an account, would it be possible for it to appear as a transaction called "Readjustment"?

This is going to be in version 4.1.

5. Little error (verry little), when I import .ofx, in the details, "DATA" appears in cyrillic. lol I'm using it in english...

Please open the .ofx file with a Notepad (Windows) or TextEdit (Mac) and check whether your original file has Cyrillic symbols.

6. Since your icons are so big, there's a significant amount of space for every transaction (on every line). Can I suggest that you guys add little icons that will show: parent category, account used and link them to respective budget and account used? (I'm talking about the top right space on each line)

Well, I am afraid it slightly contradicts to our understanding of Apple developer guidelines. There is some space indeed, but not too much, and adding more data to the lines would be redundant.

7. About the Reports Budgeted/Actual: Is there any way to show Budget and Actual in the same bar (two colors)? The problem I have is that when you pick Actual from first screen, you will only see Actuals in all following screens. I know it would cause a problem for the pie representations. You can just show one pie for budgets and one for actuals in the same screen, what ever the (sub)category. Also, for the pies, to save some space, you don't need a legend. Can it just show the icon when pressing and holding the respective portion of the pie?

Yes, we will take it into account, thank you.

8. Transaction reports: Please add Day of Week and Icons! It would make it a lot friendlier.

Usually people export this report, and they want to open it in external files so icon don't fit there. Adding weekdays would make the report more complicated when working with a lot of data; that's the reason we have decided not to add it.

9. On two finger tap, can a sorting option menu appear? (sort by date or account)... instead of having that in settings... The one in settings could be default while the two finger tap, temporary

We'll think about it, thank you.

10. Left and right scrolling could replace the arrows (in screens Transactions, Planed, Budget). it could scroll by amount of time chosen: day, week , month...

We will think about this idea too, thank you again.

11. When choosing pictures from Photo album (pictures taken of receipts) could we actually see them before picking? It's hard to choose from thumbnails. Receipts all look alike in those tiny pictures. When you have a lot of them, it comes down to guessing which it is.

This is a standard Apple feature, which we will not change. I would recommend you taking pictures of your receipts at the time when you add transactions.

12. I know I'm suggesting a little too much but it would be helpful to have a zoom for the camera, or at least zoom in and out while picking pictures. Or even better, zoom in and out on viewer after pics are saved in your prog.

It would be, but this is again a standard Apple's component.

13. Please add the ability to zoom out when picking icons. Right now it only zooms in. Also it seems to pick the smaller side of the picture which removes the ability of choosing the entire picture.

Please see my previous comment regarding zooming. As for the smaller side: our project manager has noted it down, but cannot promise that we do it because it is not a priority task.

Thank you again for the comments. As you may see, we have a lot of tasks, which have different priorities, and we implement those tasks based on their priorities so some minor improvements can be given up when we choose to add something new. But of course we note down every proposal and when a critical number of people demand some feature, it gets a higher priority. Hope your experience with the app is going to be all positive and productive.

Posted 5 months ago #

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