AnastasiaAnastasia

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  1. 42 votes
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      10 comments  ·  Money Pro  ·  Flag idea as inappropriate…  ·  Admin →
      AnastasiaAnastasia commented  · 

      Hello! Thank you for the idea! Could you describe your suggestion in more details, please?

    • 2 votes
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        1 comment  ·  Money Pro  ·  Flag idea as inappropriate…  ·  Admin →
        AnastasiaAnastasia commented  · 

        Здравствуйте! Мы разработали приложение Notes HD, которое позволяет делать зарисовки, печатать, аннотировать PDF файлы, рисовать и чертить. http://noteshd.com/ru/notes-mac.html

      • 102 votes
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          under review  ·  9 comments  ·  Checkbook HD » Checkbook HD all versions  ·  Flag idea as inappropriate…  ·  Admin →
        • 2 votes
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            0 comments  ·  Money » Money all versions  ·  Flag idea as inappropriate…  ·  Admin →
            AnastasiaAnastasia responded

            Chris, thanks for the feedback! That sounds like a great feature request!

          • 11 votes
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              0 comments  ·  Checkbook HD  ·  Flag idea as inappropriate…  ·  Admin →
              AnastasiaAnastasia shared this idea  · 
            • 4 votes
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                0 comments  ·  Bills  ·  Flag idea as inappropriate…  ·  Admin →
                AnastasiaAnastasia shared this idea  · 
              • 32 votes
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                  3 comments  ·  Checkbook HD  ·  Flag idea as inappropriate…  ·  Admin →
                  AnastasiaAnastasia shared this idea  · 
                • 3 votes
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                    1 comment  ·  Money » Money all versions  ·  Flag idea as inappropriate…  ·  Admin →
                    AnastasiaAnastasia shared this idea  · 
                  • 28 votes
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                      2 comments  ·  Checkbook HD » Checkbook HD for iPhone  ·  Flag idea as inappropriate…  ·  Admin →
                      AnastasiaAnastasia commented  · 

                      Dear Norma,
                      Thank you for your feedback!
                      Currently this feature is available.

                      You may use Recurring Transactions to automatically enter transactions that occur monthly, or on some other regular basis. 

                      In order to eneter a recurring transaction please tap Blue sticky note and tap "+" in the right upper corner. Select the transaction type (Expense/Income/Money transfer), category. Enter the amount and select the date.

                      In the field "Repeat once every:" please choose the period.

                      For example If you choose 1 in the left column and Month(s) in the right the transaction will repeat once a month. If you select 2 x Week(s) - twice a month,  6 x Month(s) - twice a year, 3 x Month(s) - for quarterly payments.

                      Tap Cleared to make you transaction automatically cleared or you may not tap the cell to manually confirm that the transaction is cleared later.

                      Please note that reoccurring transactions appear in the register on their respective dates. For example if you have a recurring transaction and it's meant to be made on the 12 of August then you'll be able to see it in the register only on the 12th of August on the "Transactions" form.

                    • 44 votes
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                        3 comments  ·  Checkbook HD » Checkbook HD all versions  ·  Flag idea as inappropriate…  ·  Admin →
                        AnastasiaAnastasia commented  · 

                        Hello,
                        Great idea! Thank you, we will definitely think about it!

                        AnastasiaAnastasia commented  · 

                        Hmm..it sounds interesting! Could you please describe your idea in more detail?

                      • 65 votes
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                          10 comments  ·  Checkbook HD » Checkbook HD all versions  ·  Flag idea as inappropriate…  ·  Admin →
                          AnastasiaAnastasia commented  · 

                          Hello,

                          Login and password you use to log it to your bank's website and your direct connect access credentials may differ. Please contact your bank support to check on that.

                          It may also be an issue that you need to activate Direct Connect service.

                          The very first thing you need to do is to contact your bank and confirm that they provide Direct Connect service. If yes, you need to ask them for specific parameters. Feel free to use this template: 

                           ----------------- 

                           Hello,

                          I want to use Direct Connect access to my accounts so that I could download transactions data directly to my Personal Finance Management app I downloaded from the AppStore (http://ibearsoft.com/Checkbook-HD). It is supported by almost all US banks (including Chase, BofA, etc.).
                          Most of the US financial institutions work with OFX so I conclude your banking software may work as well.

                          It asks for connection settings("FI id", "FI Org", "FI Url") for the bank's server and direct connect login and password.

                          What are our next steps to activate this feature and how to get connection settings?

                           ------------

                          AnastasiaAnastasia commented  · 

                          Hello,

                          Login and password you use to log it to your bank's website and your direct connect access credentials may differ. Please contact your bank support to check on that.

                          It may also be an issue that you need to activate Direct Connect service.

                          The very first thing you need to do is to contact your bank and confirm that they provide Direct Connect service. If yes, you need to ask them for specific parameters. Feel free to use this template: 

                           ----------------- 

                           Hello,

                          I want to use Direct Connect access to my accounts so that I could download transactions data directly to my Personal Finance Management app I downloaded from the AppStore (http://ibearsoft.com/Checkbook-HD). It is supported by almost all US banks (including Chase, BofA, etc.).
                          Most of the US financial institutions work with OFX so I conclude your banking software may work as well.

                          It asks for connection settings("FI id", "FI Org", "FI Url") for the bank's server and direct connect login and password.

                          What are our next steps to activate this feature and how to get connection settings?

                           ------------

                          AnastasiaAnastasia commented  · 

                          Hello,
                          Sure! you may import yur financila information via OFX files downloaded from your bank's site.

                          Open Financial Exchange (OFX) is a data-stream format for exchanging financial information. Because each bank is different, you will need to check on their website on how to manually download an OFX statement.

                          In order to import it, please follow the instructions below:

                          1. Open the export form in the app;

                          2. Connect your device to iTunes; 

                          3. On the left side of iTunes in the section "Devices" you should click an icon with a picture of your device; 

                          4. Now choose the section "Apps" on the top of the page; 

                          5. Scroll the page down and find the section called "File sharing"; 

                          6. In the list below choose your app (Checkbook) and click it; 

                          7. Your file wil be there

                          8. After that it will be on the export form and you will be able to import your data.

                          AnastasiaAnastasia commented  · 

                          Hello,
                          You can add a new bank yourself.

                          The very first thing you need to do is to contact your bank and confirm that they provide Direct Connect service. If yes, you need to ask them for specific parameters. Feel free to use this template: 

                           ----------------- 

                           Hello,

                          I want to use Direct Connect access to my accounts so that I could download transactions data directly to my Personal Finance Management app I downloaded from the AppStore (http://ibearsoft.com/Checkbook-HD). It is supported by almost all US banks (including Chase, BofA, etc.).
                          Most of the US financial institutions work with OFX so I conclude your banking software may work as well.

                          It asks for connection settings("FI id", "FI Org", "FI Url") for the bank's server and direct connect login and password.

                          What are our next steps to activate this feature and how to get connection settings?

                           ------------

                        • 3 votes
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                            1 comment  ·  Checkbook HD » Checkbook HD all versions  ·  Flag idea as inappropriate…  ·  Admin →
                            AnastasiaAnastasia commented  · 

                            Thanks! Great idea, we will definitely think about it!

                          • 10 votes
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                              1 comment  ·  Checkbook HD » Checkbook HD for iPad  ·  Flag idea as inappropriate…  ·  Admin →
                              AnastasiaAnastasia commented  · 

                              Hello! Great idea! Thanks, we will take it into consideration!

                            • 6 votes
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                                1 comment  ·  Money » Money for Mac  ·  Flag idea as inappropriate…  ·  Admin →
                                AnastasiaAnastasia commented  · 

                                Hello, please contact our support service.

                              • 4 votes
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                                  1 comment  ·  Money » Money for iPad  ·  Flag idea as inappropriate…  ·  Admin →
                                  AnastasiaAnastasia commented  · 

                                  Sergey, could you please describe in more detail what is not usable while adding/editing categories? We really appreciate your feedback!

                                • 14 votes
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                                    2 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                    AnastasiaAnastasia commented  · 

                                    Hello,
                                    Sure, this option is available.
                                    On the tab "Balance" please tap "Edit". Then hold down the account you want to move for a few seconds (hold down the 3 strips in the right part of the field with account). The account will become mobile and you'll be able to move it.

                                  • 0 votes
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                                      1 comment  ·  Money » Money for iPhone  ·  Flag idea as inappropriate…  ·  Admin →
                                      AnastasiaAnastasia commented  · 

                                      Hello,
                                      This week we are releasing an update - Money 6.3 where you'll be able to do it. The version includes Transactions report:

                                      http://ibearsoft.com/2012/08/24/money-for-ipad-iphone-and-mac-updated-to-6-3/

                                    • 5 votes
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                                        started  ·  3 comments  ·  Checkbook HD » Checkbook HD all versions  ·  Flag idea as inappropriate…  ·  Admin →
                                        AnastasiaAnastasia commented  · 

                                        You can change the language in your device settings : Settings - General - International - Language - Deutsch

                                        You can help translating Checkbook app or any other iBear app into your native language.
                                        This will let a lot of users of your country to take advantage of the beautiful and useful application.

                                        If you are interested please contact us: translate@ibearsoft.com

                                        You may learn more there: http://ibearsoft.com/translate/

                                        AnastasiaAnastasia commented  · 

                                        Hello, that's a great idea, could you please contact our support service.

                                      • 59 votes
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                                          under review  ·  6 comments  ·  Money » Money all versions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 22 votes
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                                            under review  ·  1 comment  ·  Money » Money for iPhone  ·  Flag idea as inappropriate…  ·  Admin →
                                            AnastasiaAnastasia commented  · 

                                            Hello, You can delete a recurring transaction. While adding a new recurring transaction please choose its type - planned. When you delete the transaction set the calendar to display Planned transactions, tap the transaction and you'll be offered to Delete all planned entries or Delete current entry. You should choose the first option.
                                            Besides you can edit transactions, just set the calendar to display Planned transactions, then tap the transaction and edit it.

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