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CheckBot Update: Limits for Categories

6/19/2007 in ClearCheckbook Updates
CheckBot has been updated to give you the ability to access your category limits. To do this, make sure you don't have any accounts and categories with the same code, then enter the same message to checkbot with your category code.

For example, I have a category set up for food with the code of "f". To get the limit for my food category, I would enter "lim f" and CheckBot will reply with my limit.

Remember, if you're using a cellphone, enter the message as "clearcheckbook:lim f" with the number as 265010.

Minor Update to Importing feature

6/2/2007 in ClearCheckbook Updates
The Import feature has been updated with an option that will attempt to match categories associated with imported entries. Some programs export categories with the QIF file (like MS Money). Now, when you import that file and select the option to create the associated categories, it will attempt to do so.

If the category associated with the imported entry does not already exist, it will create it and assign the entry to that category. Right now this has been tested and works with MS Money QIF files. If you have a file that has categories associated with it but they're not getting added, use the Contact form to let us know and we'll see what we can do.

On another note, the first round of invites for the beta testing have been sent out. Hopefully there will be another, much larger, round of invites being sent out in a few weeks when V2 is much more fleshed out.


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