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IntelliPenny Version 2.0

Just wanted to give a quick update on the next version of IntelliPenny.  I'm so excited about the changes and new functionality that have been implemented in this next version.  I just did my personal bills using the new version (to help test it of course) and I love the new functionality.  This new version includes reminders.  You can set a reminder for general items like bills, birthdays, etc.  You can also have IntelliPenny "remember" transactions to be applied on a certain schedule.  Another major change is the new sort order for transactions.  In the current version transactions are sorted according to the order you enter them in.  In the new version transactions will be sorted in date order.  This change was way past due.  When you get your credit card statments and bank statements they sort by date so it only makes sense that your financial program would too.

There are other changes in this new version, but I'll list them out later.  Drop me an email if you are interested in beta testing version 2.0.  I would love to hear from you!

I just downloaded the software. when I was trying to import my transaction files, I came to a point where I needed to assign CATEGORY and TRANSACTION TYPE. I am importing the transaction history for several months, so it is quiet cumbersome to assign CATEGORY and TRANSACTION TYPE to each individual transaction. Is is possible to assign it to some representative transactions and then the software will automatically try to assign it to all the other transactions? I can then check to make corrections, if any.
Comment By New User At 7/24/2008 9:27 AM
Yes, when you set the Transaction Type & Category for a transaction then it will set all other transactions with the same payee name to the Transaction Type and Category you just set. Email me at support@intellipenny.com if you have any other questions.
Comment By Cindy At 7/24/2008 12:58 PM
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