Kurt Schoen-René's dashboard

Kurt Schoen-René replied on August 13, 2008 14:37 to the idea "Data input options." in Geezeo:

Thanks for testing out the .ofx updating, I will alert the proper people to get that working as quickly as possible! Keep up the feedback.

Kurt Schoen-René marked one of Kyle Daigle's replies in Geezeo as useful. Kyle Daigle replied to the problem "Dashboard feed has not updated".

Kurt Schoen-René replied on August 04, 2008 20:54 to the question "Why doesn't Geezeo support ING Direct?" in Geezeo:

Ok on the main site, non-beta that is here's how:
. Log into your ING Direct USA account (via ING's website).
2. Go to your ING "My Accounts" page.
3. On the right side, you will see a disk icon that reads "Download". Click that icon.
4. Choose the dates for the data that you want to import to Geezeo.
5. Click the "Microsoft Money" tab.
6. Choose to save the file.
7. Log into your Geezeo account.
8. Click the "Add Accounts" icon located to the right on your "dashboard" page, and then click on the "Checking or Savings Account" icon.
9. A "Live Search" box will appear. Below the box reads "click here to manually add your bank". Click on the "click here" link.
10. Input your bank name ("ING Direct USA") and your current balance.
11. Upload the OFX file that you just downloaded from your ING Direct USA account.
12. Click "Add Bank"
13. Your ING Direct USA account should now appear under "My Accounts".

With the beta, the functionality was getting redesigned a bit so we disabled it for the time being, I can let you know when that's back here or through a support ticket or email if you want, just let me know!

Kurt Schoen-René replied on August 04, 2008 20:33 to the question "Why doesn't Geezeo support ING Direct?" in Geezeo:

Hey there Sean,

Sorry for not getting back to you right away, but the issue with ING Direct - US seems to be very specific, they are either actively blocking us (automatic account aggregation) at the moment or something to that effect. With our current site you can still add your accounts manually, which I would be happy to provide instructions on doing, but we are most definitely aware of this issue. Like you said ING Direct - Canada works just fine so we know our software should work. If you would like instructions just let me know!

Kurt Schoen-René replied on August 04, 2008 17:34 to the problem "Dashboard feed has not updated" in Geezeo:

I've talked to Kyle, this could be a caching issue, will let you know though.

Kurt Schoen-René replied on August 04, 2008 16:22 to the problem "Dashboard feed has not updated" in Geezeo:

Ok thanks, are there no new transactions only in the dashboard feed or in the account details' page as well?

Kurt Schoen-René replied on August 04, 2008 15:56 to the problem "Dashboard feed has not updated" in Geezeo:

Hey Gary, could you tell me if you are still having this problem, 'cleared' transactions not showing up that is :). We think we got it figured out, keep me updated.

Thanks!

Kurt Schoen-René replied on August 04, 2008 15:53 to the problem "Geezeo doesn't support banks that started requiring "Extra Security" this past July" in Geezeo:

Elliott, could you make a ticket on the old site for this, it's hard to tell what is the issue just from your screenshots but I appreciate you posting them! Paste the url for your ticket here if you don't mind when you have done this and I can get to the bottom of it :).

Thanks!

Kurt Schoen-René replied on August 04, 2008 15:48 to the problem "No transactions even though a total is listed?" in Geezeo:

Hey Laurance, could you make a ticket for this on beta for me? I can check into more of the details that way :).

Thanks for letting us know!

Kurt Schoen-René replied on August 01, 2008 15:24 to the problem "Geezeo doesn't support banks that started requiring "Extra Security" this past July" in Geezeo:

Hi Elliott, I have been checking on the status of Northrim within our system and you should be able to add accounts with it, are you having issues with our current site of the beta?

Kurt Schoen-René replied on August 01, 2008 15:04 to the problem "Dashboard feed has not updated" in Geezeo:

With a fresh update they aren't being pulled in today?

Kurt Schoen-René started a conversation in Geezeo on August 01, 2008 14:58:

Adding home/real estate values into Geezeo to affect Net Worth calculation!

The Beta has a neat tool so our users can add in the value of their homes/other real estate assets that are associated with their mortgage/loan accounts. This will give a more accurate Net Worth calculation and allow users to see their progress! I have added an image of where the option can be found within the Mortgage/loan account's detail page. Let me know if you have questions!

Kurt Schoen-René replied on August 01, 2008 13:48 to the discussion "Re-oder accounts on the Dashboard... 86'd?" in Geezeo:

Under construction...https://beta.geezeo.com/accounts
This page will be similar to the 'Manage Accounts' page in current productiion site, let us know what other features you want on this!

Kurt Schoen-René replied on August 01, 2008 13:46 to the problem "Dashboard feed has not updated" in Geezeo:

Hey Gary, are these transactions 'pending' or 'complete'? Just so I know :), but I've checked out your account and not seeing any specific problems, let me know if the transaction does not get pulled in by tomorrow.

Kurt Schoen-René replied on July 31, 2008 17:04 to the question "Deleting goals?" in Geezeo:

Hi there, Deleting a goal can be done from your "Goals" page, you need only mouse over the goal you wish to delete and a drop down box should appear. Simply hit the 'x' button and it the site will prompt an 'are you sure message' which you click yes. Hope that helps!

Thanks for checking out the beta!