Simple Home Budget Blog » fixes

Import For .CSV Bank Files

Sergiy — Sat, 21 Mar 2009 04:43:43 +0000

Simple Home Budget was updated on March 15, 2009 and supports the import of CSV files now! Full list of features added in this release:

CSV files are supported
Check numbers are recognized on OFX, QFX, CSV files
Added new categories report for the last 12 months (not year-to-date)

CSV format is a generic format, and Simple Home Budget asks you to confirm which column on a CSV file represent what data for Simple Home Budget. In most cases, Simple Home Budget is able to determine by itself each column content – where is the date column or where is the amount column.

Simple Home Budget 1.7.4 also supports check numbers on imported files (OFX, QFX, and CSV).

Another feature added in this release – the last 12 months categories report:

The report shows totals for the last 12 months, not the current year-to-date numbers.

Finally, several internal improvements and fixes were also included in this release.

Simple Home Budget 1.7.4 is available from the download page.Similar Posts:

Delete Transactions in Bulk

Sergiy — Fri, 30 Jan 2009 00:18:42 +0000

Simple Home Budget 1.7.0 was released on January 28, 2009 with many internal improvements and bug fixes. This release was planned as bug-fixing release, still it adds some useful features.

A few users requested to delete transactions for certain period of time (let’s say all transactions in 2008). For this reason Simple Home Budget offer the Bulk Delete form available through the main menu (select Tools and then Delete Transactions). The form asks for two dates to determine a date range for transactions that should be deleted. Simple Home Budget provides number of transactions to be deleted during the confirmation request and also offers optional backup before the deletion.

Simple Home Budget Lite was also updated to version 1.7.0 and more stable than previous versions.

To update Simple Home Budget, simply select in the main menu “Help”, and then “Check for Updates…”. Simple Home Budget will download and start the installer – you have to just follow usual steps in the installer. There is no need to uninstall existing version.

For existing registered users this update is free.

Other way to download Simple Home Budget is to proceed to the download page.Similar Posts:

Extended Pie Chart and Easy Category Delete

Sergiy — Fri, 19 Dec 2008 14:31:16 +0000

Simple Home Budget 1.6.7 (proceed to the download page or just select “Help”-”Check for updates…” from the main menu) was released today with exciting new features:

Extended Pie Chart
Easy Category Delete Dialog

In addition, this release has some small but annoying bug fixes, that have been hunted for a while, and finally understood and resolved.

Extended Pie Chart

Now you can customize your expenses pie chart:

See the expenses pie chart for current month or Year-To-Date (YTD) for selected month
Show numbers by categories or category groups
See Top 10 only or all categories/groups

Easy Delete Category

Categories were hard to delete before, if you have any regular or recurring transaction assigned to a category you want to delete. You had to find all transactions in previous month and assign them to another category. Now, Simple Home Budget can do it for you, so deleting category is no longer a hassle.

Now, when you will try to delete a category and you have transactions assigned to this category, Simple Home Budget will ask to which category you would like to assign transactions. Then all regular and recurring transactions will be reassigned and the category will be deleted.

Important Fixes

The release provides small but important fixes for reported bugs. Thank you very much for sending us the bug reports!

Download or Update

Simple Home Budget can be updated from from the main menu (select Help and then Check for updates…), or you can download from the download page. You don’t have uninstall existing version, just install new one.Similar Posts:

Category groups, Monthly/YTD statements and more in Simple Home Budget 1.6.3

Sergiy — Sun, 30 Nov 2008 16:54:08 +0000

Simple Home Budget 1.6.3 was released last week. The main features in this release:

Category Groups
Updated Monthly/YTD category statements with category grouping
Added context menus everywhere and available by right click
Improved search option (just start typing while browsing your transactions or categories)
Release recurring transactions on hold with one click

Category Groups

Now you can specify a category group for each category.

Category groups allow you to get extra information in your monthly and YTD reports. For example, Car, Gas, Car Insurance, Car Finance categories may be grouped to a ‘Transportation’ group. Your water, hydro, natural gas, and other related to your house expenses maybe grouped to a ‘House’ category (it’s a good opportunity to compare the monthly fee in condo with house real ‘monthly’ fee.

Unlike categories themselves, groups are free to type in. Simple Home Budget will still offer you dropdown list of all existing groups, so you can select existing group or just type in new one.

On the “Categories” tab you will see new column “Group”, that you can sort as any other column just by clicking on the column header.

Updated Monthly/YTD category statements with category grouping

The category report (see on right), will use the category groups and provide with additional monthly/YTD subtotals for each group. Previous category report is available as the “Summary” report.

Right click context menus

Simple Home Budget has added few useful right click menu to do everything you need right on spot.

For example, edit just added categories on the sidebar:

Or change a transaction’s category and do everything else with transaction just by doing the right click over transactions grid:

Or a category:

Improved search option

Now you can just start typing while you scrolling transactions or categories to do a search – no need to do extra click on the search text box. That’s it. To make everything even more easy, fast and comfortable in Simple Home Budget.

Release recurring transactions on hold with one click

If you have recurring transactions on hold that should be released, you can now release them with one click on the ‘Process Today’ button. For example, you buy almost every five days 10-ride bus tickets, but you don’t buy them exactly every week – sometimes you don’t ride them every day, so it’s good idea to put this recurring transaction on hold and release when you actually buy the tickets. The ‘process today’ button let’s you process the recurring transaction on hold with current date.

Simple Home Budget 1.6.3 is available for free download. You can install it and try fully functional for 30 days.Similar Posts:

Export to CSV format is available in Simple Home Budget 1.6.2

Sergiy — Mon, 03 Nov 2008 04:28:50 +0000

Simple Home Budget 1.6.2 was released today with new feature: export to CSV format (Excel compatible). Any selected month may be exported to CSV file.

In addition, the release 1.6.2 has several internal fixes to improve the stability of Simple Home Budget. Finally, Simple Home Budget may self-update itself starting from this release.

Recurring tab shows how many transactions are over due (these schedules are also highlighted by bright fuchsia color.

Simple Home Budget 1.6.2 is available at the download page.Similar Posts:

Few releases to fix few issues

Sergiy — Sun, 12 Oct 2008 17:57:21 +0000

Release 1.5.0 had a lot of internal and external improvements as well as new added features. Also we tested Simple Home Budget to all our best ability, few issues slipped out – but we were closely watching them to be ready to do hot fixes. We would like to thank all users sending bug reports – we were able to identify and fix most issues. Today we have released version 1.5.3 – please update to this version.Similar Posts:

No Place for Bugs

admin — Thu, 15 May 2008 15:19:50 +0000

We stand behind Simple Home Budget and its quality. If you found a “bug”, a problem with Simple Home Budget that stops you from using our software effectively - we are willing to fix it. Simply go to the Support page and fill the details (we encourage you to include a screenshot identifying the problem because the picture is worth a thousand words).

If you have reported a bug, and we have confirmed and fixed it – you will be provided with updated version of Simple Home Budget and personal thank you note from us. Even more, if you have not yet purchased Simple Home Budget. we will provide you with free license key for Simple Home Budget to thank you for your efforts (please email us with the name you want Simple Home Budget to be licensed to and we will send you the key). If you have purchased Simple Home Budget already – you will receive any future updates to Simple Home Budget with no extra cost to you.Similar Posts:

Simple Home Budget 1.0.1.4 released!

admin — Sat, 10 May 2008 22:48:05 +0000

Simple Home Budget users reported bugs with recurring transactions and categories (Thank You).

Release 1.0.1.4 have all reported bugs fixed and available for download.Similar Posts: