Eric's dashboard

There is another budgeting site that does this exact thing. It includes pending transactions in the budget.

Sure, email me at vandervort dot eric at gmail dot com and I'd be happy to give details.

i started using another product as well (after much, much research) even though I'm paid through til December with Buxfer. I liked Buxfer over Mint, Quicken, Thrive, Rudd, etc. but this new one I found is just wonderful. It's a lot like Buxfer, but on major steroids, better support, better stability. It's highly customizable and things just make sense and work. I LOVE it.

I'm not sure I follow. The Pending transactions should be taken out to give a more accurate picture of balances ahead. The dates on the pending transactions can be in the future, and the Projections add in the bill reminders, whether they are paychecks (income) or bills (expenses).

It starts with your bank balance amount after the cleared/reconciled transactions, then, by date, adds/subtracts bills/pending transactions/repeating transactions and income.

Does that make sense?

Projections are really screwed up now. This whole 10 transaction paging just sucks and paging through shows wrong calculations, and I'm paying for this?

Not fixed. There's paging now but no options to select the number of transactions per page.

"We can not provide the 'All' option since it can potentially lead to such long lists that the server crashes."

As a web software developer, I respectfully disagree. I personally hate being forced into paging, but would be happy with more options a little higher than 50 (e.g., 100, 500).

I think the graph could be better and more readable, but I do use it. I really use it to find my lowest point of cash flow during the selected period of time, so I think it's helpful.

I have 2 Chase credit cards and both sync'd fine just a few minutes ago.

I think this feature is already available. Once you assign a type, they are categorized and grouped on the left side of the screen.

Just a note, this initially broke my syncing, but all I had to do was delete the stored data and add it back and it's working.

One thing i noticed, which is really annoying, is that if you enter Bill Reminders on a Sunday, Buxfer ignores them until Monday. Even the Projections show the Sunday Bill Reminders as taking place on the following Monday. So, technically Buxfer does start the week on a Monday in that regard.

Actually it can happen quite often, hence the problems we're having.

Since I didn't know the date was part of reconciling, I never paid attention. Next time I notice transactions aren't reconciling, I'll make note of the dates and let you know.

Shashank,

I was assuming description because sometimes it reconciles for me and sometimes it doesn't, but your new information about it matching 'approximate' date is a better explanation.

Here's an example of what I see most of the time. I stop and get gas on July 1st for $50, later that night or the next day, I enter the transaction into Buxfer as Pending. Let's say the transaction doesn't clear my bank for several days, say July 7th. When Buxfer syncs to my bank and the transaction is downloaded, I now have 2 $50 transactions and have to delete one. However, now that you've told me about the date, I see now how some transactions get reconciled.

Maybe you could expand upon the date range looked at? I think that would really help. Or maybe if the description from the bank is "like" the description I entered (i.e., walmart) Or maybe have all 3, date, amount and description contains. I don't know that whatever algorithm you choose will make all users happy. Maybe have an option in settings that will allow a user to choose their reconcile method. IMO, I think something needs to change even if it's at least expanding the date range.

Here's why exact matching alone causes me headaches. Let's say I have a Bill Reminder that enters transactions automatically for my cable bill on the 1st every month for $100. The 1st comes around, the transaction is automatically entered, but I haven't yet paid the bill. Let's say on that same day, or the next, my wife goes shopping and spends exactly $100. What Microsoft Money did was reconcile the cable bill, when in fact it wasn't even paid yet. I have seen buxfer reconcile like this when there are exact amount transactions close together.

Whew, hope you can make sense of that!

Here's something I noticed. I also have 2 cards with Chase (but different logins). Buxfer was initially syncing them properly, separately. However, sometimes it tries to sync both Buxfer accounts to the same card. I have both setup to sync nightly (automatically). Now, this is what I do to get around the problem, I delete the saved login information and reset it up. This seems to do the trick for me sometimes.

I'm finding that sometimes reconciling is done correctly for some of my transactions. The problem, however, is that descriptions nowadays, at least from my bank, are including date/time stamps, which will make it impossible for Buxfer to reconcile using exact matching of descriptions, which is what it does now.

Having said that, though, exact mathing on amount alone can really cause headaches. This is why I switched from MIcrosoft Money, because it matched on amount, and was reconciling when I didn't want it to. I'd much rather have it NOT reconcile than reconcile incorrectly, IMO. Maybe Buxfer should consider 'like' matching of the description instead of exact matching.

In my experience with Buxfer, a repeating transaction is really a 'bill reminder', If you haven't already, try going to the Bill Reminders section, finding and deleting it from there. I had initially started using repeating transactions when I first started with Buxfer, but it has some quirkiness to it so I created bill reminders instead.

You data should still be there. This same thing happened to me, getting all the notifications at one time. When I signed up for 6 months my data came back correctly.

Buxfer has some serious date/time/email issues. Bill Reminders don't happen on Sundays, you can't change the time of reminders from the default 10:15, and some bill reminders don't even get emailed.

If they would simple test before they rolled out, a lot of these could get fixed before it hits the customer.

JB's right, MInt doesn't have some of the nice features that of Buxfer. I just wish those features worked correctly all of the time. They should concentrate on fixing problems and making the product more stable rather than adding new features like the account categories on the left and account editing tool buttons that now popup when your mouse is over the account. I like those features, don't get me wrong, but I'd much rather have that time put into reworking the reconcile algorithm when downloading new transactions.