We have added the possibility to attach a file to a transaction. For example now you can upload the invoice of that new laptop you bought last week, so you won’t lose it never (and some shops ask you for the invoice before processing any guarantee request!).

At the moment only images and pdf files are allowed, and the maximum permitted size is 3Mb.

Attaching a file is a very simple process:

• Click on the new “Attach file” icon () of the desired transaction.

   

  

 

• The upload form will be displayed. Just enter a file description, choose the file to upload from your disk and click on the “Attach file” button.

   

  

 

• If the upload finishes successfully you’ll be returned to the transaction list and you’ll see the clip icon () at the left of the chosen transaction. It’ll tell you that the transaction has an attached file, and clicking it you would open/download it. You can also remove the attached file by clicking on the “Delete attachment” icon (). If the upload process fails the error message would be displayed.

   

  

The purpose of the Dashboard is to allow you to keep a quick, ongoing glance at your overall finances through an easy display.

We have created a feature that lets you add external content, allowing you to include and update all your financial information that you want into your own Dashboard.

The menu on the right has all of the necessary content for adding this information into your Dashboard. To add content, just drag the item from the menu into the middle area (below the “Summary” box). If you want to delete an item, then simply do the opposite: drag the item from the middle are to the menu on the right.

In “My Accounts” you’ll find all of the accounts you want. The next section is “Tools”. We will continue to add new tools. For now you have these:

1. Stock portfolio. This tool allows you to see all of the companies and shares you own in your Stock Portfolio. You can configure up to 5 different companies in your portfolio, number of shares you own in each, how much purchased them for, and we’ll show you your unrealized gains or losses on each.
2. Google finance market summary. Follow the performance of the major market indexes.

Finally, in the “News” section, we have included some financial news sources that we think will interest you. If you add any of these into your Dashboard, we’ll show you the latest news to get you up to date at all times.

Other improvements

Besides the Dashboard, we have been working on some of the other improvements you have been asking for:

- The Running Balance column on PDF & XLS reports

- A new button to clear the main account (deleting all of its transactions). Many people have requested this in order to fix an incorrect import without having to delete all of transactions one by one.

- Forgotten password recovery

Another popular request implemented: We’ve added a new column on the transaction list view: the running balance. It works just as in almost all online banking sites, we display the accumulated balance next to the transaction amount value for an easy viewing.

You can follow now your balance evolution at a glance and at the same time it lets you make more accurate predictions of your financial situation in upcoming months.

We have been nominated for BusinessWeek’s contest for the best Entrepreneurs in Europe Age 25 and Younger for our work on Moneytrackin’.

Read the full article for further information, there are some encouraging sentences like:

“What unites all of our 16 nominees is a mix of ambition, impatience, opportunism, and derring-do. Plus, gobs of youthful energy.”

And don’t forget to VOTE for us!

There’s a lot of people out there using moneytrackin’ on a daily basis, and many of them told us that they would work much faster if we could add single-key shortcuts to the most frequently performed actions.

So we’ve added a total of 17 shortcuts that should give you a productivity boost while working with moneytrackin (as you wouldn’t have to take your hands off the keyboard to use the mouse). Just press the key to launch its associated command.

Full shortcut list:

shortcut key	command
a	switch to the accounting tab
d	switch to the dashboard tab
i	insert transaction
t	transfer money between projects
p	periodic transactions
l	toggle limits
n	create a new project
b	view monthly balance plot
o	compare tags
e	export
m	import
r	reports
c	calculator
s	search transacions
u	tag cloud
Month navigation with the arrow keys (transaction list only)
←	previous month
→	next month

Also remember that you can close floating windows by pressing the ESC key

Many of you requested the possibility to view your overall financial situation at a glance, thus, we are launching the dashboard.

Note that there are two different views on the main page now, the classic transaction list and the dashboard. You can change from one to another just by clicking on the desired tab.

The dashboard is composed by a set of boxes showing some useful information. You can reorder the whole layout by dragging the boxes around as your own convenience, and you can fold/unfold them as well. The arrangement will be saved and remembered next time you log in back to your account.

The most important box is the summary, where you can see the list of all your accounts and their balance. We also add all the balances up to the Total balance value. If you had projects on different currencies the total value will be calculated converting all balances to your default currency for an easier understanding.

On the right side there is a plot showing the balance history for the last year. Once again, the values are converted to your default currency.

Then there is a different box for each account. It shows the last 5 transactions, the tag cloud and finally the established limits (in case you’ve entered any).

Stay tuned because we are going to add new cool functionalities to the dashboard soon!!

Today our web application turns one!

Remember the launching post? It looked quite simple …

A lot of work has been done since then, just check our complete feature list.

Some numbers

Moneytrackin’ usage has grown steadily in the past year.

As of today we are managing a total of $38.7959009 million ( €28.6485755 million ) in over 147.500 entered transactions.

The application is currently available in 11 languages, and it can be translated into a lot more by using our user-based translation system. Users has already translated 9000 sentences with it, in 29 different languages (A language is only available on the app once it has surpassed the 50% completed threshold).

We support 48 different worldwide currencies (with all their exchange rates updated every few hours, allowing us to do reliable conversions between any of them)

This blog has 63 posts and 126 comments, and we receive a lot of feature requests (and not-so-many bug reports ) at our mailboxes: contact@moneytrackin.com & bugs@moneytrackin.com

Thank you very much for your support and keep using moneytrackin!

– The Moneytrackin’ team

Our former help section was outdated and very hard to mantain. It was also adding a lot of long phrases to our user-based translation system that discouraged everyone.

But today we’ve switched to a new wiki-based help center, check it out:

http://help.moneytrackin.com

The wiki interface is very fast and easy to use, so expect up-to-date information and frequent updates. The only downside is that it’ll be only available in english.

Our designer & colleague Alberto has created a new round logo for moneytrackin, and we seized the opportunity to rebuild the homepage.

Now it look like this, hope you like it!:

We have released a new UWA widget for moneytrackin’. UWA stands for Universal Widget API, a new specification proposed by Netvibes.

UWA is the new Netvibes API. Through it, your Netvibes widgets will be available on every widget platforms or blog systems: Netvibes of course, but also Google IG, Apple Dashboard and many more…

More info here

So basically you’ll have a widget for managing your personal financial data from anywhere on the go: from your start page (Netvibes, iGoogle), your Dashboard (MacOSX, Vista), your cellphone, etc

Here you can see how it looks like:

Add it to your start page:

Adding to Apple Dashboard: download the UWA widget from here, install it on your Dashboard and enter our module URL:

http://eco.netvibes.com/projects/moneytrackin_194932/moneytrackin.html

Enjoy!