Shawn Ward's dashboard

Shawn Ward replied on September 23, 2008 19:34 to the question "Why can't this show expenses by month?" in Geezeo:

Klatu80, we have heard from a number of people looking to slice and dice their spending history to their needs... We are currently toying with various solutions such as:

1. ability to view all expenses, individual tags, or individual merchants spend by month or on an ad-hoc

2. abillity to forecast spending and integrate forecasts into budgets

3. comparisons on spending analysis to others in similar demographics (whether age, location, income, etc)

Would love to hear more about what you'd like to see

Shawn

Shawn Ward replied on September 23, 2008 03:10 to the discussion "Let's make budgets rock!" in Geezeo:

Great suggestion Jon. We have actually heard this one from a few others... As we look to enhance our tag management/budgets this will certainly be on the list! Keep the feedback coming!

Shawn Ward replied on August 29, 2008 16:43 to the idea "Reports and Tags in a Dropdown menu" in Geezeo:

oops.. never responded to your bank of america mortgage issue - can you tell me what URL you access that from (bankofamerica.com, or other)? that will help us research... thanks

Shawn Ward replied on August 29, 2008 16:37 to the idea "Reports and Tags in a Dropdown menu" in Geezeo:

Great suggestions... We are working on the ability for you to ren reports/view transactions across all accounts, and will definitely consider the tag drop down- need to figure best way to allow users to not only choose, but add new... we are still working on improving our tag management system.

Also, we are putting together a small group of users to help prioritize/spec our next feature set. If interested drop a line to sward@geezeo.com. Happy to share our plans with you.

best

Shawn Ward replied on August 18, 2008 23:25 to the question "Can't get my 2nd mortgage to show up" in Geezeo:

Hey Joe,
Thanks for the feedback. Do you mind letting us know if this is a second mortgage with the same back, or a stand-alone second mortgage with another financial institution? It would be great if you could let us know which bank is having the problem - we can see if others are having similar issues.

Separately, send me an email to sward@geezeo.com and I can make sure we research your specific issue.

Best,
Shawn

Shawn Ward replied on August 14, 2008 18:48 to the discussion "Let's make budgets rock!" in Geezeo:

Timothy/Jdpiehl-

great feedback - we are on same page. This is in the works.
Keep it coming!

Shawn Ward replied on August 12, 2008 13:04 to the discussion "Let's make budgets rock!" in Geezeo:

Thanks for the feedback ericsquest. Tag grouping is something we are looking to add in the next iteration. If you would like an advance peek drop me a line to sward@geezeo.com

Shawn Ward replied on August 06, 2008 00:32 to the discussion "Let's make budgets rock!" in Geezeo:

Thanks for the great feedback, jdpiehl!

A lot of what you are talking about is currently in the works. If you would like to get closer to our development effort, feel free to shoot me an email to sward@geezeo.com - we are looking for a handful of Geezeo users to work very closely with as we finalize budgets!

Shawn Ward replied on July 31, 2008 11:18 to the discussion "Let's make budgets rock!" in Geezeo:

plaxdan, great suggestions. I'll reach out to you when we have photoshop mockups of the new layout, functionality - be great to get more feedback then.

Thanks again!

Shawn Ward started a conversation in Geezeo on July 30, 2008 22:35:

Make our "Goals" golden!

"Goals" are an important part of Geezeo. We believe short term, measurable goals are key to successfully managing your finances. That said, we have a few questions for Geezeo users as we finalize our "Goals" redesign:

1. should we track goals to an end date? instead of a goal "Save $3k" - you would have a goal of "Save $3k by Feb15" and we would track progress accordingly.

2. Should we serve up relevant content to the goals page? For example, you have a goal "Buy a house" we are considering providing links to articles, blog posts, or group discussions related to buying a house.

Let us know what you think - and please provide any additional feedback you may have.

Shawn Ward started following the idea "Green and red labels" in Geezeo.

Shawn Ward replied on July 30, 2008 21:09 to the problem "Geezeo doesn't support banks that started requiring "Extra Security" this past July" in Geezeo:

Hey Elliottcable, thanks for the feedback. Geezeo certainly can handle multi-factor authentication from most large institutions (i.e Bank of America, Fidelity, etc). Let us dig a little deeper into what is going on with Northrim. Will post here when we get resolution.

Shawn Ward set one of Shawn Ward's replies as an official response to "Geezeo doesn't support banks that started requiring "Extra Security" this past July" in Geezeo

Shawn Ward started a conversation in Geezeo on July 30, 2008 15:24:

Let's make budgets rock!

We are looking for a few passionate users to help us put the finishing touches on our revised budget section. Have ideas on what you would like to see? Let's here them. Some questions to get the ball rolling:
1. do you like a static budget every month - or would you want to revise monthly
2. what is more beneficial to you: historical view of what you spent, or forecasting view identifying potential spending
3. split tagging - how granular would you like to be

Looking fwd to exploring in more detail