Topic: Features, comments and ideas

Hi all,
We are now getting close to the version 1.0 of ClearBudget.
The new version 0.8.3 will be out soon and we'll go to 0.9.0 for the next one.

Currently our to-do list looks like this

  • Add PDF export (as the print button but as PDF)

  • Add support to split transactions in sub-transactions

  • page (next-previous) on listItems if too many

  • Export in excel (for those who would like to go back to stone age)

  • add recurrent flag with recurrent period for transactions

  • detect recurring payment

  • add reminder of futur payment (next week and next month for example)

  • Identify investment from spending

  • multi-user facilities - need to think about that one

It would be great if you can tell us what you'd love to see included in the coming version. The current list is based on a few user feedback ad mainly on our own use of ClearBudget.
We want to hear from you so please shout smile

Re: Features, comments and ideas

Based on the feedback we received by email or also on this forum, we are adding the below in our todo list:

  • specific month overview

  • custom time range report overview

  • report customization screen (choose what you want to see in terms of categories, dates, graphs...)

The list is growing but we are starting the development of 0.9.0 and we'll try to squeeze in as much of these requests as we can big_smile

3

Re: Features, comments and ideas

if you can add an available balance some where will be great

Re: Features, comments and ideas

Hello Luis,
Well, this is a tricky question here since the main goal of clearBudget is to track your budgets: how much you spend or gain for specifics categories and per time.

Balance tracking would of course be possible based on the in and out transactions but we are not sure it would be truly representative.
Since clearBudget does not include an 'account' concept and can therefore combine transactions from any of your bank accounts (i.e.: you can upload QIF/QFX files from any bank account you may have and clearBudget will merge everything), the balance would then be an aggregated balance.

In any case, we can add it and it may be useful for some people and may not for others tongue

Re: Features, comments and ideas

Hello,
We've just released v0-9-1!
It includes a calculations of your overall balance taking into account all your debit versus all your credit.

It also includes the best of all: a way to customize your report. You can now choose what to see (which categories, only debits or credits, specific time range)!

Let us know what you think about it.

Re: Features, comments and ideas

Maybe this is off-topic and should be posted somewhere else, but I can't figure out where to post it other than here.

Anyway, I uploaded version 0.9.1 last night and although I see there is an sql file with the installation files, I was never asked to provide database details. The information I entered were being saved somewhere however. I assume that the information was being saved on your server, and my question is can this script be run on a webhost that I use, and if so how do I install it to enter the information into my mysql database on the webhost.

Thanks.

Re: Features, comments and ideas

Hello,
In fact clearBudget does not need a MySQL database.
It is using a much more lightweight and efficient database that is embed in PHP and called SQLITE (you can get more information on the php.net website or at http://www.sqlite.org/).

We decided on using SQLITE mainly to avoid all the configuration necessary for MySQL or any other database engine. Since clearBudget does not need all the extra features of those bigger databases, SQLITE sounds like a perfect match for us.

In any case and to reply to your main concern: Your data are saved on YOUR server not ours. As long as your webhost supports PHP with SQLITE (which apparently it does) then you are good to go.

One remark though, the version 0.9.1 of clearBudget had a bug which was fixed in 0.9.2 released yesterday. You should download it and install it over your current installation (your data will be safe, don't worry).

Let us know any other questions you may have.
The clearBudget Team.

Re: Features, comments and ideas

Thank you very much for your quick response, now I understand how the information is kept.  I have downloaded version 0.9.2 and will upload it later today. I wanted to make sure I understand how the process works.

Re: Features, comments and ideas

Well, there is no problem to ask questions smile
We'll be happy to assist you further so feel free to post messages on this board or to contact us at http://www.clearbudget.net/contact.html.

The clearBudget Team.