Welcome again to yet another update segment!

Let’s dive straight into the new changes.

Off Budget accounts & more account types

This is the big change for this update! You now have the ability to create off budget accounts in Financier. These accounts are useful for those that like tracking accounts in reports and like creating transfers to/from off budget accounts.

We also have many different accounts types.

The various new account types dropdown

Creating an off-budget account

Creating transactions inside an off budget account are simple enough. Once you create a transfer from an off budget account to an on budget account, the transaction in the on budget account is categorized, assuming it’s created from the “all accounts” tab (the specific off budget account’s tab has no category column).

A transfer to an off budget account. Notice only one transaction has the category “Car payment”

Important note:

If you create a transfer to an on budget account from an off budget account page, you must go to the corresponding on budget account and categorize that transaction! If you don’t, your budget will not be correct. You will see this prominent message so that you know that you need to categorize it:

The “No category” message. If you see red on the account page, FIX IT! 🙂

Renaming accounts

To rename an account, simply right click it!

Renaming an account

Reordering accounts

Simply drag and drop. 😀

Account notes

Account notes are useful for many various tidbits of information. Use it for what you want!

Adding an account note

Account group collapsing

You can now collapse the various account groups: On budget, off budget, and closed. The off budget and closed collapse states are preserved on your device (but not synced across devices).

Collapsing and expanding account groups

Account group overview

You now have totals for on budget, off budget, and closed accounts. Just check out the GIF above.

Account closing/removal

Just right click the account and press “Close”. If it’s already closed, you can reopen or delete it. However, to delete it, the account must have no transactions inside it. If it does, you will get a message:

Message when deleting account that contains a transaction

Other small bugfixes and changes!

Fix Safari font thinness Newly created transfer has the same memo for each transaction <up> and <down> arrow keys work for budget textboxes Using keyboard to navigate budget textboxes skips collapsed categories <enter> in memo on transaction brings you to the outflow now Tips/popups now close when you start dragging something

And that’s it! I hope you enjoy the changes! Until next time. 🕶