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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:

Custom Colors for Categories

Sergiy — Sun, 09 Nov 2008 07:27:41 +0000

Simple Home Budget provides set of preselected colors for categories! These colors are in ‘soft’ area… and sometimes you need a bright color (bright red for example, to mark your ‘no-no’ expenses) for specific category. How can you select specific color? Just click on the color box that represent the current category color and a color dialog will appear! You can choose any color you like. Another reason to have more control for your expenses!

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How I can edit a category?

admin — Fri, 01 Aug 2008 03:47:19 +0000

Simple Home Budget is designed to accept information from you in the easiest possible way, so you just enter dat quick and fast. When it comes to edit already existing information, Simple Home Budget provides easy access too, maybe one more click away.

When new category has to be entered, you just have to select “Add new…” form the dropdown category list anywhere you can see that category dropdown list. But let say you want to edit a category just entered with a typo, or you decided to change category name to more descriptive. How you can this? There is no ‘edit’ button anywhere around…

The answer is on the “Categories” tab. This tab provides you with summary for all categories for the current (or selected) month, and it also gives you tools to edit (or even delete) categories.

Please see the screenshot below to see how to edit categories.

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