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Topics - michaelmjd

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Other financial software / Anyone tried Mvelopes?
« on: December 10, 2018, 08:40:16 AM »
Curious how mvelopes compares to financier (other than the higher price).

Bug Reports / Overbudget in April?
« on: March 26, 2018, 12:57:49 PM »
I don't think this is a bug but I am not sure what is going on:

1) Started a new budget/file in February, so I only have 2 months worth of transactions.

2) I have 0 available to budget in both February and March, but April shows a $10 overbudgeted - that I overspent by $10 in March.

3) I double-checked that all transactions have a category.

Over the years (trying) to use this method of budgeting (YNAB and now Financier), I have struggled with correctly managing the budget screen. Since we are regularly using our $500 overdraft allowance each month to pay the bills, my budget screen shows overages. The problem is, I can't figure out how to make this relate to the actual numbers in my bank account.

If I use $300 of checking reserve (overdraft) this month and allocate those amounts, it will show me over-budgeted by $300. Now, when the bank transfers that amount into my account, I should then be at $0 for a balance. Maybe I'm doing this wrong, but I have a category called "overdraft" in which I record any money deposited or expensed from overdraft (when it's paid back).

In the software, my account ledger will show $0 and my budget should show -$300, right? This will tell me how much I've dipped into the $500 reserve that I get. The problem though, is the number on the budget screen never correctly relates to how much reserve I have used.

I'm pretty sure it has nothing to do with the software but how I enter the transactions...and I don't know what I'm doing wrong.

Any insights?

Feedback / Fluid app works just fine
« on: December 27, 2016, 10:24:04 AM »
Thought I would try turning Financier into a "desktop" app (for Mac) using and it seems to work well. The only big difference I'm noticing is that the fonts are a little on the light side.

But other than that, I can have a dedicated app icon right on my dock. Really neat.

Bug Reports / Reorder Budget Category Bug
« on: December 16, 2016, 11:36:20 AM »
This is not a big deal, but I noticed when dragging master categories around to reorder the budget list, you cannot drag a category (from higher up the list) to below the last one. Unless I'm doing it wrong, I cannot get this to work. But again, not a big deal!

Feature Requests / Is there a general timeframe for mobile?
« on: December 09, 2016, 10:49:42 AM »
I'm new here and feel like I might have finally found a potential YNAB replacement. But like others, I too need a better mobile ui to really use Financier. Any general timeframe goal to having that part completed? 1st quarter of 2017? 2nd quarter? Just curious.

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