amylee
02-25-2008, 07:45 AM
Hi,
First of all, thank you for providing such a wonderful money management tool.
I have an idea about having a calendar page that account information will be displayed for each day. My English is not very good so I will try to explain by my example below:
For example, I have Citi accounts and BoA accounts. On the calendar page by month, at each date now and in the past, my account information are displayed, such as for today:
BoA Checking: $1039.02
BoA Platinum: -$426.49
Citi Devident: -$762.59
or for Friday last week:
BoA Checking: $1039.02
BoA Platinum: -$426.49
Citi Devident: -$302.20 (a new purchase was posted in the weekend)
For the future date, let's say tomorrow or this Friday:
- All credit cards account will be the same as current date
- All checking/saving accounts will be the same as today if a user doesnt set up any re-occurrence transactions for a date.
If a user sets up any re-occurrence transactions for a date, for example:
- a paycheck of $3500 goes to BoA Checking on Friday in every two weeks
- and a paycheck of $2700 is deducted from Citi Checking at the first day of the month
The account information will be calculated with these occurring information.
Also, there should be some note fields for each date in calendar so that I can put a note, for example I am going to deposit $2700 from BoA to Citi.
I have an excel sheet that does all of these calculations for me. However I can't update the sheet everyday because too much logging in and out of all accounts. Mint actually helps me with getting all information by just one logging in, so this is great for me.
I hope that what I wrote is understandable :) Thank you.
Amy Lee
First of all, thank you for providing such a wonderful money management tool.
I have an idea about having a calendar page that account information will be displayed for each day. My English is not very good so I will try to explain by my example below:
For example, I have Citi accounts and BoA accounts. On the calendar page by month, at each date now and in the past, my account information are displayed, such as for today:
BoA Checking: $1039.02
BoA Platinum: -$426.49
Citi Devident: -$762.59
or for Friday last week:
BoA Checking: $1039.02
BoA Platinum: -$426.49
Citi Devident: -$302.20 (a new purchase was posted in the weekend)
For the future date, let's say tomorrow or this Friday:
- All credit cards account will be the same as current date
- All checking/saving accounts will be the same as today if a user doesnt set up any re-occurrence transactions for a date.
If a user sets up any re-occurrence transactions for a date, for example:
- a paycheck of $3500 goes to BoA Checking on Friday in every two weeks
- and a paycheck of $2700 is deducted from Citi Checking at the first day of the month
The account information will be calculated with these occurring information.
Also, there should be some note fields for each date in calendar so that I can put a note, for example I am going to deposit $2700 from BoA to Citi.
I have an excel sheet that does all of these calculations for me. However I can't update the sheet everyday because too much logging in and out of all accounts. Mint actually helps me with getting all information by just one logging in, so this is great for me.
I hope that what I wrote is understandable :) Thank you.
Amy Lee