Home > Announcements > Account Tracker 3.3 now available

Account Tracker 3.3 now available

October 9, 2011

This update contains a number of UI improvements …

– Better use of screen space on the Accounts screen, particularly on the iPhone and iPod devices. The top toolbar is now hidden by default, and it can be shown using the down arrow button. Note that to add accounts, you need to select Edit first.

– Showing hidden accounts. This is now more obvious, as it is an option on the toolbar. The same is true for the various balance options (e.g. today, available, minimum or reconciled).

– More intuitive use of the top toolbar on the Account screen. On the iPhone and iPod Touch, this now contains all the more common options, and tapping on the right arrow button lets you filter the visible transactions. No change on the iPad as there is enough space to show all options.

– If there are no account reminders to display, I now show the account notes. I have found this to be very useful to record interest rates and maturity dates, to help me visualise all of my accounts together.

– Delete button for transactions has been moved to the bottom of the screen. Having this at the top right made it too easy to tap by mistake.

– When viewing the pie charts, made it more obvious what the top right button does (i.e. switch between List view and Charts view).

– Exporting by CSV. Instead of using the email icon, or Export buttons, I now specifically use a CSV button whenever exporting is an option.

– Minor fixes to cope with iOS 5.

In addition the following features have been added …

– Budget change. Following my last update, I realise that a few people rely on the sum of the budgeted items (sorry Tony). This is now possible again by leaving the overall budgets at 0, i.e. by setting the overall spending budget to 0, and setting a few per-category budgets, the “All Spending” budget row will show all budgeted spending against the sum of the budgeted categories.

– Ability to edit notes for each occurrence of a recurring transaction. You can still have default notes for the whole series, but this can be overridden for each occurrence.

– Calendar view for transaction dates is now optional. While I prefer the calendar view, it is not ideal for entering very old transactions, or as I found out recently, blind people who rely on the accessibility features built into iOS. If disabled in the settings, the more standard scroll wheels are used instead.

– When entering foreign amounts, you can now set the bottom amount and have the top amount calculated from the exchange rates. This is actually a complex input screen. If you set both amounts, the exchange rate will be calculated for you, and f you only set one amount, and enter or look up the exchange rate, the other amount will be calculated for you.