- 05-28-2012, 01:32 AM #1
Money Wallet - is a simple and useful personal finance assistant. The application combines all your accounts in one place, monitors budgets and always reminds you about scheduled transactions.
All fans of Spb Finance and Cash Orginizer devoted.
The task was to transfer functionality of Spb Finance/Cash Organizer to Windows Phone 7.
Of course, application is not unique in it's category, but the most popular applications in Marketplace do not reach functional of Spb Finance/CashOrg. That why I decided to create this application.
Follow application in Twitter.
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- list of accounts of different types (Cash, Bank account, Credit cards and others) with customizable icons
- groups of accounts
- list of transactions
- splits in transactions
- hierarchical editable category list
- multi currencies and currency rate history with ability to update it from Internet
- transfer between accounts with different currencies with currency conversation
- scheduled transactions
- a reminder of the scheduled transactions
- weekly, monthly and yearly budgets
- Net Worth, Account Balance, Profit & Loss, Project reports
- fully support of QIF-format (import/export) and export to CSV
- database backup/restore
- support for Microsoft SkyDrive and DropBox cloud services
- credit calculator
- displaying summary info on application tile
- password protection
Small help about templates in scheduled transactions
Templates in scheduled transactions.doc
P.S. I would be glad any critics and suggestions.
- no more 3 accounts
- no more 1 group
- no more 3 scheduled transactions
- no more 3 budgets
- no more 1 custom report per each report type
- no groups of accounts
- transactions in budget not grouping by category
- no export to QIF/CSV
- no load calculator
- no account balance reconcilation
- no custom user reports
- no quick transactions
Application language: English/Russian
- updating account after changing its currency
- name and description of existing custom report could be changed
- added confirmation when canceling changes in transaction
- added ability to open QIF-files from SD cards
- QIF import doesn't freezing app
- currency exchange rate in reports calculated according to transaction date not the current date
- added export to Microsoft Excel
- common interface to export to QIF/CSV/Excel
- receiver, category and project reports in projection mode
- displaying account balance value when editing transaction
- added association with database backup files (*.sqlite)
- new filter in the list of transactions: exclude transfers
- category, project and notes of the first new created split in transaction are copying from transaction details
- category, project and notes of another created split in transaction (except first one) are copying from the previos split
- in addition to function to confirm several transactions added new function - reset transaction confirmation
- new function for account balance - match balance, to check current balance and create new transaction with required difference
- saving last used category/project and scrolling list to it next time you're selecting category/project
- ability to postpone scheduled transaction not only for one, three or seven days, but select exact next execution date
- ability to create budget duplicates
- edited group name was not saving after app restart
- updating sync status if new transaction was created or edited while synchronization process
- in some cases transactions from account which is not considering in budgets were handled by budget
- fixed scheduled transactions processing if transaction was postponed
- fixed Account Balance, Net Worth and Daily Expenses reports when they have same values in the neighboring months
- payment receiver now is displaying with bold font
- making database backup with several cloud services sequentially
- fixed behavior for "Working days only" schedule parameter
- fixed performance reduce when selecting category or project
- fixed password protection security breach
- some minor bugs were fixed
- added Brazil translation
- new report type: Receivers Report
- settings now are storing in database
- new animations when adding transactions, deleting account, budget and group of accounts
- saving start and end dates in export
- category reports allow not splitting results into subcategories
- new menu to add cloud service instead of single page
- new menu to add new account
- reconciliation feature for all accounts
- 3 decimal digits for currencies
- custom date ranges for budgets
- now you can search transactions by payment amount
- interest rate for bank accounts
- update account, review and budget balances after changing currency rate
- QIF import module can process subcategories
- fixed date for transaction in Projection
- fixed problems in loan calculator when some fields are zero
- fixed budget view when selecting same budget again
- accounts group info was not updating after adding or deleting account
- fixed some errors when entering new transaction after backup/restore
- new report date range: "Previous month"
- statement date and grace period for credit cards
- added reminder if you have not added any transaction today
- Review now can handle transactions entered with future date
- added warning when adding transaction with future date
- added quick transactions as tiles on start screen
- added extended database clearing options
- budget amount cannot be negative for income categories and vise versa
- ability to export to CSV all accounts at once
- added ability to select fields which will be auto filled when selecting receiver in new transaction
- decreased delay when adding/editing scheduled transactions
- fixed display of account images on WP7.8/8
- fixed currency editing
- fixed parsing currency rate from Yahoo service
- fixed data export and import
- fixed details for income budgets
- fixed problems with inputting new currency rates manually
- fixed wrong data on Review tab after editing transaction
- fixed error when duplicating scheduled transaction
- fixed error when editing category/project/receiver in saved report
- fixed error with replacing default report settings
- added automatically database backup
- added German translation
- Yahoo Finance as a currency service
- new types of account: Loan and Debit card
- ability to change date format for transactions
- displaying payment notes in list of transactions
- new splashscreen and icons
- some bug fixed
- added ability to duplicate scheduled transactions
- added changeable report period (day, week, month, year) for Net Worth, Account Balance, Income And Expense reports
- added support for several cloud services
- backuping database to several cloud services at once
- updating balance of group after add, edit or delete transaction
- scheduled transaction can be executed immediately
- new Daily Expenses report
- added ability to setup prefix or suffix for currency
- added database backup reminder
- added support for Yandex.Disk cloud service
- weekly budgets displays transaction date as a day of week
- some changes in design of main page
- fixed problems with saving user custom reports
- correct import from Quicken
- fixed problems with entering currency transfer
- some minor fixes
- fixed error back tile when we have only today-executing schedulte transactions
- added ability to change application language
- fixed error when starting application from pinned account
- added adility to create schedulted transaction from existing transaction
- fixed import from QIF when split contains transfer
- added function to reset database
- fixed application freeze when adding accounts to existing group
- updated icon for transaction quick input
- fixed unavailability to save scheduled transaction
- after setting transaction as transfer "splits" tab is hiding because splits not available in transfers
- fixed wrong position of new category in list of categories
- added currency selection for report
- new service for currency exchange rate
- autofill transaction fields when selecting receiver from last transaction with same receiver
- added option to disable background notifications
- added new template for scheduled transactions: days of week
- added total balance value on review page
- fixed error while saving transaction if receiver, category or project were deleted while editing
- fixed problems with selecting categories for budget
- added grouping transactions by category in budget info
- displaying available amount for credit cards in list of accounts
- added ability to replace report default settings
- fixed problems with account balance reconcilation
- fixed error while saving scheduled transaction with splits
- fixed update of transaction amount color when changing it's value
- added total amount value in Income And Expense report
- fixed errors in report results when choosing custom date range
- free version of application
- icon for account can be captured from camera
- fixed updating of confirmed balance when deleting confirmed transaction
- no more limitations by transactions count in lite-version
- added bar graph in categories reports
- fixed errors while saving custom user reports when application protected by password
- password protection by PIN-code
- fixed export in QIF when transfers have no category and could not be recognized as transfers
- added search in list of transactions
- fixed context menu items visibility in light theme
- application settings like phone system settings
- fixed errors after backup/restore
- updated highly customizable reports system
- updated Projects report with list of transaction by each project
- new page with extended budget information
- added new function: reconcile account balance
- added filters in reports by account, receiver, category and project
- fixed budget calculation
- categories reports displays data as tree view
- fixed problems with decimal input
- in quick input saving last used account
- some bug fixed
- some bug fixed
- added date and numeric format customization in export
- expired scheduled transactions and scheduled transactions to execute are displaying on review page
- added feature to disable password protection for transaction quick input
- added warning message on main page if application is Trial
- some speed optimizations
- align by center of accounts balance on main back tile
- added Italian language support
- added new main start page with total summary information: dayly, weekly and monthly incomes and expenses
- added export to QIF and CSV
- added feature to reorder list of accounts
- updated application user interface
- added feature to get currencies rates from Internet
- added feature to display accounts balance on back side of main tile
- list of account is sorting by account name
- list of scheduled transactions on back tile side for pinned account
- account balance on tile if account was pinned to desktop
- number of expired transactions and transactions to execute on account icons
- list of accounts in group can be represented as tiles or items list
- added highlighting seach results when searching category or project
- added feature to clear account photo
Last edited by vunder; 03-23-2015 at 03:41 AM. Reason: version 3.6
- 09-14-2012, 01:01 AM #2
I have found a little error in budgets: if we adding transaction in currency differs from current that budget amount will not use currency convert rate calculate correct amount.
This problem will be fixed in next update which will be available on the next week.
- 10-04-2012, 08:19 AM #4
The next update is delayed... Since Sunday is "hanging" on the certification. I think, today, it must pass.
This update fixes the problem with decimal input in transaction amount. Soon I will send the next small update that fixes a few minor bugs. After these updates, I will be working on the reports. I do not know when they are ready, it is a very big part in application that requires special attention, in addition, it needs to be almost completely rewritten.
- 10-05-2012, 02:03 AM #6
Some times, when users have specific problems with using application I'm asking them to send me a copy of database to reproduce the problem. And it's only way to get data, that you've entered in application.
- 10-10-2012, 05:29 AM #8
For those who not reading application twitter: new reports system is in development.
New system will support custom reports: you can configure one of the default report and save settings template as new custom report.
Net Worth report is ready. Also ported function "Email report data", which allow to send report data as text to email.
P.S. I'm still awaiting for certification ending of last update.
P.P.S. Because of redesigning application internal structure I need a help with testing application of "Data managements" functions. If you want to become a beta-tester write me a message with your LiveID and I'll send you a link to application beta.
- 10-10-2012, 07:18 AM #9
- 10-11-2012, 06:15 AM #10
Hurray! Update 1.11 soon will be available at Windows Phone Store.
I'll wait for a little bit with 1.12 update, let's wait for beta-testers reports. Of course, I wish to publish it with new reports systems, but to finish it I need at least two weeks, publishing application with functionality less that previous version is not very good idea.
- 10-21-2012, 12:22 PM #12
Here is some new about application development.
I'm work hardly to finish new reports system. Currently only two reports are done: Net Worth and Account Balance (public beta has only Net Worth working report, but soon it will be updated).
Also I'm working on application starting timeout and data load timeout. I don't know will I reach some enhancements or not. Anyway this task will be making very slowly and carefully to prevent any errors and exceptions in public release.
- 10-24-2012, 06:26 AM #14
Projects report is done. What do we have now you can see on screenshots.
After finishing calculation we have a list of projects, that have transactions.
After selecting some project at the left of the project name new button is appears.
If you click it you will see a page with transactions of selected project.
If we have match by splits, then transaction can be expanded, splits with current project will be highlighted.
Last edited by vunder; 10-25-2012 at 02:33 AM.
- 10-29-2012, 02:56 AM #17
I'm working on page with extended information about budget.
At the top of the screen will be displayed budget name, type and current period of budget.
Next lines displays budget limit, spend amount and left amount, and spend amount indicator.
Next list shows report for last 3 budget periods: period, spend and left amount. Last line in the list - total left amount.
And last one - list of transactions for current period.
- 11-12-2012, 10:20 AM #21