We’ve been working hard here at Geezeo to ramp up the first version of our online personal finance manger! We expect to be launching our second beta release in about 5 or 6 days. So what’s new?
Transactions
In this release, adding or updating a bank account will automagically pull in your most recent transactions and auto-tag them for you! So even before you tag your own transactions you’ll have a pretty good idea of how you’re spending your money.
One of the first things we noticed about transactions is how ugly and unreadable transaction names can be. So we’ve done our best to clean up the names to make them more readable. But that’s not all, we allow you to add a nickname to your transactions, and if you choose, we will find all the other transactions with the original name and add your nickname to those as well.
Similarly, you can add tags to your transactions in two ways. You can add single tags or repeat tags. Single tags will only be added to that one transaction. However, when you add repeat tags, they will immediately be added to all other transactions with the same name as well as to all future transactions that come in with that name.
But wait, there’s more!
You can search your transactions based on a number of different criteria, and if you like the results of your search, you can choose to save that search as a smart folder. This will allow you to see similar results simply by clicking on your smart folder instead of building your search from scratch again!
What else?
- We’ve added Safari support
- OFX data uploads to get your historical transactions
- Simple analytics with graphs for credit card accounts
- More internal security checks and balances
- Database clustering for more data reliability
I’m probably forgetting a few things, but those are the highlights. Immediately after this release, we’ll be hard at work adding even more features!
June 25th, 2007 at 12:26 pm
This is a great feature, and I cannot wait to test it out. Is this going to be an aggregation of “online banking” and “Quicken-esque” features?
July 2nd, 2007 at 5:53 pm
Just had a chance to start “Tagging” my accounts. Great feature, easy way to start tracking expenses, and no Krylon needed.