InEx Finance Updates 12/19/12

While everybody is in a festive mood looking forward to Christmas and New Year holidays, we would like to bring you up to date on what has transpired during the last 2 weeks. As part of our ongoing efforts to make InEx Finance personal money management system more efficient and user-friendly, we continue enhancing its functionality and adding support of new features that you may find useful.

Here is a roundup of InEx Finance December updates:

1. Log Journal

Sometimes users may inadvertently delete records that are important. The situation gets critical when you accidentally delete a resource or category, since all the transactions linked to that resource or category are automatically deleted as well. In such situations the recently added Log Journal in your account settings will definitely come in handy. It lists all transactions that have been deleted during the last 7 days. You may click on the record link to view the details of the deleted transaction. The Log Journal enables you to restore a deleted transaction by clicking on "Restore" button next to it. In case the original transaction resource or category no longer exists, the restored transaction will be automatically assigned new Restored Category or Restored Resource.

Besides deleted transactions, the Log Journal also lists all successful and unsuccessful attempts of email imports (InEx email import or Bank email import). You may click on the record link to view the details of the email import, including the email body and header. In case the email import has been processed unsuccessfully, the error description will also be shown in the record details.

2. Budget Tool

By users' requests, we've improved the Budget tool so that tracking expenses in categories that have sub-categories becomes more efficient and accurate. Both the Overview and Budget pages have been redesigned in order to reflect these recent changes. Since InEx Finance allows users to create budgets for categories and sub-categories separately, it was a bit troublesome to get a clear picture of how the expenses in a sub-category affect the budgeted category as a whole. Now the expenses (income) in the sub-categories are accounted for while calculating the actual and budget amounts for the category itself and displaying the budget progress. On the Overview page, if you want to see the actual/budget amount only for the category (excluding its sub-categories) simply hover the cursor over the numbers and the tooltip will appear.

For your convenience, we've also made it possible to generate your budgets for the next month all at once. Thus you can get a clearer understanding of your future financial situation and make better money management decisions. Simply access the Budgets page and click on "Generate budgets for next month" from the drop-down box on the right side of "Add" button.

3. Transactions Tool

Now it is even easier to copy a transaction with a simple click on the Copy icon (next to Edit and Delete icons) for the record you want to duplicate. So instead of creating a new transaction by manually entering all its details, you may quickly copy a similar one that already exists in your transaction list. The copied transaction will be automatically assigned the current date.

All these changes are intended to make it easier for you to carry out your daily financial tasks and ensure that you have a pleasant personal finance management experience. We hope you'll enjoy keeping track of your expenses and planning your household budget with InEx Finance.

Published at December 19, 2012 19:43
Updated at February 07, 2013 18:27

New Built-in Calculator: More Than Just Simple Calculations

InEx Finance 2.0 brings a new built-in calculator, specifically designed to help you track expenses more easily and make quick computations while managing personal finances. The new calculator comes with enhanced capabilities and some additional features intended to extend its practical application and provide a smooth user experience.

The new InEx Finance built-in calculator is now more powerful and feature-rich:

1. Calculator Persistence

The main improvement in the new calculator is its persistence on the Enhanced Built-in Calculator for Easy Expense Trackingpages. If you open the calculator on the page you are currently viewing and decide to navigate to another page, the calculator won't disappear. It will display the result of your last computations and you won't have to open the calculator anew every time you switch pages. This is one of the many benefits of working in a single-page application.

2. Calculator Flexibility

When you want to perform basic mathematical operations (addition, subtraction, multiplication or division), you can use either the Calculator buttons or your computer keyboard in order to type in numbers and signs of operation. In order to get the result of your calculations, you may use the Enter key or click on "=" button in your Calculator.

3. Calculator Customization

As a result of the recently added support of different number formats, the Calculator has also been adjusted to reflect this change. Depending on the number format you decide to set for your account (underscore, space or apostrophe thousands separator), the Calculator will display the results and numbers you input in the same number format. Moreover the Calculator can be placed anywhere you want on the page by simply dragging it.

4. Calculator Enhancement

Sometimes when viewing tables that contain amounts you may want to quickly calculate the sum of specific amounts for comparison's sake. Instead of inputting the amounts yourself, you may use this additional feature the new Calculator is packed with: in order to copy amounts from tables directly into your Calculator, simply hold Ctrl key and click left mouse button in the amount cell. The amounts will be summed up as positive numbers, regardless of whether you click on an income or expense amount.

Mathematical computations may be boring, yet they are the fastest way to detecting any discrepancies that may affect your personal finances. We hope the new Calculator will come in handy and help you keep an accurate track of your money.

Published at December 10, 2012 20:49
Updated at February 26, 2013 19:29

Gem ice_cube For Repeated Events

In some projects it's imperative to enable users to set their own rules for repeated events. Sometimes the event rules can be pretty complex, for instance "each second to last day of month" or "the second Friday of each month until a certain date". In order to handle such tasks easily and efficiently, you can use ice_cube gem.

Gem ice_cube allows to specify multiple rules and dates for repeated events using its API similar to iCalendar, and serialize/deserialize schedules to/from YAML and Ruby Hash formats. The power of ice_cube lies in the ability to store only the schedule itself, as opposed to generating the repeated events in advance all at once. We chose ice_cube namely for its easy and flexible API, constant updates and troubleshooting, popularity among other developers.

Gem installation:

gem install ice_cube

In order to create a schedule you should use class IceCube::Schedule:

require 'rubygems'
require 'ice_cube'

include IceCube

# Parameters:
# - date/time of schedule beginning
# - {
#  :duration => 3600  - duration in seconds
#  :end_time => Time.now + 3600 - end time
# }
schedule = Schedule.new(Date.today)  

# Add recurrence
schedule.add_recurrence_time(Date.today)
# Add exception
schedule.add_exception_time(Date.today + 1)

In order to add recurrence rules to a schedule you should use class IceCube::Rule. Ice_сube allows to create rules for daily, weekly, monthly, yearly, hourly, minutely and secondly recurrences. Several use cases are presented below (a more comprehensive list of examples can be found on the GitHub page of this project):

# Every fourth day
schedule.add_recurrence_rule Rule.daily(4)

# Every other week, on Mondays and Fridays
schedule.add_recurrence_rule Rule.weekly(2).day(:monday, :friday)

# Every month on the 10th, 20th and last day of the month
schedule.add_recurrence_rule Rule.monthly.day_of_month(10, 20, -1)

# Every month on the first Monday and last Tuesday
schedule.add_recurrence_rule Rule.monthly.day_of_week(
  :monday => [1],
  :tuesday => [-1]
)

# Every year on the 50th day and 100th day from the end of the year
schedule.add_recurrence_rule Rule.yearly.day_of_year(50, -100)  

It is possible to combine several rules in a schedule, including exception rules:

# Every fourth day except Mondays and Fridays
schedule.add_recurrence_rule Rule.daily(4)
schedule.add_exception_rule Rule.weekly.day(1, 5)

Recurrence rules may optionally include restrictions by occurrence count or until a certain date:

# Every other day, 10 times
schedule.add_recurrence_rule Rule.daily(2).count(10)

# Every other day until the end of the month
schedule.add_recurrence_rule Rule.daily(2).until(Date.today.next_month - Date.today.day)

And now probably the most interesting part - querying a schedule:

# All occurrences
schedule.all_occurrences

# All occurrences until a certain time
schedule.occurrences((Date.today + 5).to_time)

# Occurs at a certain time
schedule.occurs_at?(Time.now)

# Occurs on a certain date
schedule.occurs_on?(Date.today)

# Occurs during a certain time-frame
schedule.occurs_between?(Time.now, (Date.today + 5).to_time)

# First occurrences
schedule.first
schedule.first(3)

# Next occurrence
schedule.next_occurrence
# Next 3 occurrences
schedule.next_occurrences(3)
# Remaining occurrences
schedule.remaining_occurrences

Data serialization to YAML/HASH/iCal:

# YAML
yaml = schedule.to_yaml
Schedule.from_yaml(yaml)

# Hash
hash = schedule.to_hash
Schedule.from_hash(hash)

# iCalendar
schedule.to_ical

We use ice_cube gem to implement repeated events calendar in combination with FullCalendar and DelayedJob, a live example can be found on this page.

Some examples incorporated in this article have been taken from official project documentation. If you have any questions or remarks, please address them in the Comments section below. We will do our best to answer them all.

Reference

Published at December 01, 2012 22:00
Updated at December 09, 2012 12:58

InEx Finance Updates 11/28/12

This is our November round-up of the latest updates and improvements in InEx Finance system. We appreciate all the ideas and suggestions shared by our users, since they provide valuable insight into your personal finance management requirements and help us align the software's functionality with your specific needs.


1. Different Number Formats

This week we've added support of different number formats. This will result in enhanced visual perception of amounts, especially for people dealing with big numbers. InEx Finance now supports the following symbols for thousands separator: underscore (_), space and apostrophe ('). You can set the desired number format from your account settings. Numbers will be displayed with the selected thousands separator in all tables and fields containing amounts. It's worth mentioning that the chart reports have also been tweaked to reflect this change.

2. Overview Page

You can now choose what you want to see on the Overview page: the last transactions list or the chart showing your financial activity (income vs. expense) for viewed month. Just access your account settings to select the desired Overview type.

3. Number of Items per Page

You can set a default number of transactions or operations to be displayed in tables. Depending on the selected parameter (10, 20, 25, 50 or 100), pagination at the bottom of the table will allow you to move between pages.

4. Transactions

We've added the capability to copy transactions. Thus instead of manually creating new transactions and filling out all required fields, you can simply make a copy of a similar transaction and edit any fields if needed. To copy a transaction click on Edit and choose Copy from the drop-down menu next to Delete button.

5. Events

We've added an easier way to create events and associate transactions to them from your current transactions list. If you want to add an event for transactions that occur on a regular basis, simply choose Create Event from the drop-down menu next to Delete button while editing the said transaction. The event fields will be automatically populated with data retrieved from selected transaction, you only have to give the event a name, choose a recurring schedule and set an email notification date if needed.

6. Transaction Items Report

Since InEx Finance supports itemized transactions, we thought it would be convenient to build a report that would allow to keep track of transaction items. This report enables you to retrieve all transactions which contain the item name entered in the search field. Besides transaction date, amount and currency, the report also displays item name and amount. You may search the item by its partial or complete name and narrow your results by applying date filters.

7. CSV Bank Import

Recently we've implemented CSV import from 3 new financial institutions: Citi Bank, VTB24 and Russian Standard Bank. Now you can easily import statements generated by these banks into your InEx Finance account.

8. Bank Email Import

And last but not least, we've extended the email import capabilities by adding one more supported bank: VTB24. You can enable automatic forwarding of email notifications sent from this bank after each transaction posted to your account. InEx Finance will parse these notifications and automatically import the transaction into your account.


We hope you'll find all the above updates useful and use them regularly in order to manage your personal finances easily and efficiently.

Published at November 28, 2012 10:20
Updated at November 28, 2012 10:20

New InEx Finance Mobile 2.0: Your Finances Just One Touch Away

We are extremely excited to announce the release of a new mobile version of our personal finance software. Following the recent launch of InEx Finance 2.0 web version, we felt a strong urge to implement the same cutting-edge technologies in the mobile version as well. We have developed InEx Finance Mobile 2.0 InEx Finance Mobile 2.0 for Personal Finance Managementwith a touch-base environment in mind, enabling you to enjoy the convenience of your favorite mobile device while managing your personal finances on the go.

Much like in the web version, we've had to fully rewrite InEx Finance Mobile user interface using Backbone.js framework. As a result, the mobile version behaves like a single page application, which enables users to interact with the page elements without experiencing any workflow disruptions. This is in a way similar to using a native app on your mobile device, you won't feel the difference. In terms of mobile framework selection, we've remained true to jQuery Mobile mainly because it's touch-base optimized, it has lightweight code and it works seamlessly on all popular smartphone, tablet and desktop platforms. We've also upgraded jQuery Mobile to the latest 1.2.0 version in order to make InEx Finance Mobile faster and more user-friendly.

Multi-currency Expense Tracking and Budgeting on Mobile Devices InEx Finance Mobile 2.0 automatically pulls up on any mobile device with an HTML5-compatible web browser (including iPhone/iPad, Android, WebOS, Blackberry, Windows Phone). You can learn more about the compatibility with your specific device on jQuery Mobile 1.2.0 Supported Platforms. Once logged in, you can quickly access any of the personal money management and budgeting tools available in the mobile version by simply tapping on the account dashboard icons. InEx Finance Mobile 2.0 brings some enhanced capabilities and features optimized for most smartphones and other mobile devices. It comes in a simple and sleek design that allows for easy navigation and smoother user interaction with the mobile functionality. Many features can be enabled or disabled simply by sliding your finger from left to right on the toggle buttons. While recording new transactions or changing your account settings you can shuffle through the select lists displayed at the bottom of the page to quickly make your choice. Also InEx Finance Mobile has been equipped with a brand-new calculator and built-in calendar for date selection. All these changes and novelties are intended to provide better user experience and deliver a mobile friendly version.

With few exceptions, most of the functionality offered in the web app is also available in InEx Finance Mobile, enabling you to easily track your expenses and monitor your budget spending anytime, anywhere. We would love to hear your feedback or improvement suggestions. With InEx Finance Mobile 2.0 it's just that simple to keep track of your personal finances, since they are only one touch away!

Published at November 24, 2012 10:06
Updated at November 24, 2012 10:34