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  1. Manually mark expenses as done

    Sometimes, some expenses are processed earlier. Would be nice to be able to go to the "Projections" page, click on the expense name and mark it as "happened" (optionally setting a date).

    By doing that, it would be applied immediately and the new balance computed. Can be seen as an override just for this occurrence of the, otherwise recurrent, expense.

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    • 1 vote
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      • different colors

        Have you thought about having reoccuring items one color, and other items a different color?

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        • delete one occurence

          I would like to adjust one occurrence in a sequence. Delete one isolated income in the series, without changing everything. Similar to google cal

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          • quick add box cursor

            on quick add box, after you click add the cursor should go back to the name line. This would make it so you can keep adding quick income entries.

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            • beginning date in 'edit this schedule'

              when you 'edit this schedule', it resets the beginning date instead of using the date that I clicked on the calendar in the projections screen. I would like it to keep the date as my beginning date

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              • Cleared

                When you had an expense, put a checkbox or toggle that says if that charge hasn't cleared yet (like personal checks, etc). Then on the projections page, have that cash flow be a different color so that you can watch for that expense to clear. Also, have a quick option when you hover on that cash flow in projections so that you can switch that cash flow to cleared. It doesn't change the available balance amount, but it makes it so you don't forget about that charge and give yourself a new balance because you thought it already cleared.

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                • duplicate account issues

                  just created a duplicate account for what ifs and it duplicated multiple income items skewing the projections...not sure why

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                  • balance

                    When I input a balance I want it to reflect the current time, so when I add expenses after that balance update it doesn't ignore that expense.

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                    • Wants priority

                      Dates when wants can be purchased are out of priority order

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                      • quick add

                        My quick add doesn't work

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                        • Broken Action Button

                          I would really love it if the action button on the projection screen came back. Thanks!

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                          • notes

                            I would like to have the option of having notes in my expenses. Then when I hover over the expense amount in projections it shows that I have a note and I can click on it and see what the note is. I'm thinking for expenses that might be higher that month, I can write a note reminding myself why that is.

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                            • different color

                              I would like things that haven't posted to my bank account to be a different color so I can make sure my balance reflects the most accurate information.

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                              • Add a new type of "income/expense" for transfers

                                Add the ability to setup a monthly transfer from one account to another (like an automatic deposit for savings) that shows as an expense on the FROM account and an income for the TO account. I could set this up manually, but it'd be cool to have a way to do it in one wizard.

                                Hope you like the idea.

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                                • Ability to add recurring wants

                                  For example, I want to purchase an iPhone with a recurring contract fee.

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                                  • Same day entry bug

                                    Today is 2/18. I entered an expense for today. The projection did not account for it. I had to update the expense to 2/18 in order for it to work.

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                                    • 5 votes
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                                      • Rapid Expense Entry

                                        I am setting up my Claratii with all my monthly expenses. I have about 25-30 expenses. I wonder if there is a way to change the user experience, so that this goes more rapidly.

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                                          1 comment  ·  Admin →
                                        • Yearly Salary

                                          What if you just put in your yearly salary and it gave you an estimate of the monthly income? I don't know if estimates are something the product is geared towards.

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