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:

YTD (Year-To-Date) Columns in Simple Home Budget 1.4.2

Sergiy — Sun, 24 Aug 2008 17:14:35 +0000

Simple Home Budget 1.4.2 was released today, August 24, 2008 and available for download from the download page.

The main feature in this release – YTD (Year-to-date) Columns are added to the Categories view. Now you can see your spending habits from whole year perspective. When we looked at our data with YTD columns, we were just shocked by the numbers on some categories , so we think it will be valuable feature addition for you too.

Another feature added in this release – daily totals in the Transactions view. You will see total expenses, income or refunds for specific day at the bottom of the Transactions view. We were also shocked by how much money we usually spend on Saturdays (our regular shopping days).Similar Posts:

Simple Home Budget Software Blog » YTD

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

YTD (Year-To-Date) Columns in Simple Home Budget 1.4.2