[vunder]

Money Wallet
Version: 2.6


Money Wallet - is a simple and useful personal finance assistant. The application combines all your accounts in one place, monitors budgets and always reminds you about scheduled transactions.



Description:
All fans of Spb Finance and Cash Orginizer devoted.
The task was to transfer functionality of Spb Finance/Cash Organizer to Windows Phone 7.

Of course, application is not unique in it's category, but the most popular applications in Marketplace do not reach functional of Spb Finance/CashOrg. That why I decided to create this application.

Follow application in Twitter.

Follow on Facebook.

Features:

• list of accounts of different types (Cash, Bank account, Credit cards and others) with customizable icons
• groups of accounts
• list of transactions
• splits in transactions
• hierarchical editable category list
• multi currencies and currency rate history with ability to update it from Internet
• transfer between accounts with different currencies with currency conversation
• scheduled transactions
• a reminder of the scheduled transactions
• weekly, monthly and yearly budgets
• Net Worth, Account Balance, Profit & Loss, Project reports
• fully support of QIF-format (import/export) and export to CSV
• database backup/restore
• support for Microsoft SkyDrive and DropBox cloud services
• credit calculator
• displaying summary info on application tile
• password protection

Small help about templates in scheduled transactions
Templates in scheduled transactions.doc

P.S. I would be glad any critics and suggestions.

Price: $2.49

Trial-mode limitations:

• no more 3 accounts
• no more 1 group
• no more 3 scheduled transactions
• no more 3 budgets
• no more 1 custom report per each report type

Free-version limitations:

• advertise
• no groups of accounts
• transactions in budget not grouping by category
• no export to QIF/CSV
• no load calculator
• no account balance reconcilation
• no custom user reports
• no automatically backup database

Application language: English/Russian

History
2.6
added automatically database backup
added German translation
Yahoo Finance as a currency service
new types of account: Loan and Debit card
ability to change date format for transactions
displaying payment notes in list of transactions
new splashscreen and icons
some bug fixed

2.5
added ability to duplicate scheduled transactions
added changeable report period (day, week, month, year) for Net Worth, Account Balance, Income And Expense reports
added support for several cloud services
backuping database to several cloud services at once
updating balance of group after add, edit or delete transaction
scheduled transaction can be executed immediately
new Daily Expenses report
added ability to setup prefix or suffix for currency
added database backup reminder
added support for Yandex.Disk cloud service
weekly budgets displays transaction date as a day of week
some changes in design of main page
fixed problems with saving user custom reports
correct import from Quicken
fixed problems with entering currency transfer
some minor fixes

2.4
fixed error back tile when we have only today-executing schedulte transactions
added ability to change application language
fixed error when starting application from pinned account
added adility to create schedulted transaction from existing transaction
fixed import from QIF when split contains transfer
added function to reset database
fixed application freeze when adding accounts to existing group
updated icon for transaction quick input
fixed unavailability to save scheduled transaction
after setting transaction as transfer "splits" tab is hiding because splits not available in transfers

2.3
fixed wrong position of new category in list of categories
added currency selection for report
new service for currency exchange rate
autofill transaction fields when selecting receiver from last transaction with same receiver
added option to disable background notifications
added new template for scheduled transactions: days of week
added total balance value on review page
fixed error while saving transaction if receiver, category or project were deleted while editing
fixed problems with selecting categories for budget
added grouping transactions by category in budget info
displaying available amount for credit cards in list of accounts
added ability to replace report default settings

2.2
fixed problems with account balance reconcilation
fixed error while saving scheduled transaction with splits
fixed update of transaction amount color when changing it's value
added total amount value in Income And Expense report
fixed errors in report results when choosing custom date range

2.1
free version of application
icon for account can be captured from camera
fixed updating of confirmed balance when deleting confirmed transaction
no more limitations by transactions count in lite-version
added bar graph in categories reports
fixed errors while saving custom user reports when application protected by password
password protection by PIN-code
fixed export in QIF when transfers have no category and could not be recognized as transfers

2.0
added search in list of transactions
fixed context menu items visibility in light theme
application settings like phone system settings
fixed errors after backup/restore
updated highly customizable reports system
updated Projects report with list of transaction by each project
new page with extended budget information
added new function: reconcile account balance
added filters in reports by account, receiver, category and project
fixed budget calculation
categories reports displays data as tree view

1.12
fixed problems with decimal input
in quick input saving last used account
some bug fixed
1.11
some bug fixed
1.10
added date and numeric format customization in export
expired scheduled transactions and scheduled transactions to execute are displaying on review page
added feature to disable password protection for transaction quick input
added warning message on main page if application is Trial
some speed optimizations
align by center of accounts balance on main back tile
added Italian language support
1.9
added new main start page with total summary information: dayly, weekly and monthly incomes and expenses
added export to QIF and CSV
added feature to reorder list of accounts
updated application user interface
added feature to get currencies rates from Internet
added feature to display accounts balance on back side of main tile
list of account is sorting by account name
list of scheduled transactions on back tile side for pinned account
account balance on tile if account was pinned to desktop
number of expired transactions and transactions to execute on account icons
list of accounts in group can be represented as tiles or items list
added highlighting seach results when searching category or project
added feature to clear account  photo

Download:
Free version
Paid/Trial version

[vunder]

I have found a little error in budgets: if we adding transaction in currency differs from current that budget amount will not use currency convert rate calculate correct amount.
This problem will be fixed in next update which will be available on the next week.

[vunder]

Update was sent to certification. At the next week it will be available on Windows Phone Store. Enjoy!

[vunder]

The next update is delayed... Since Sunday is "hanging" on the certification. I think, today, it must pass.
This update fixes the problem with decimal input in transaction amount. Soon I will send the next small update that fixes a few minor bugs. After these updates, I will be working on the reports. I do not know when they are ready, it is a very big part in application that requires special attention, in addition, it needs to be almost completely rewritten.

[Exoma]

Is this really safe? Won't you have my banking information if I do this?

[vunder]

Is this really safe? Won't you have my banking information if I do this?

Yes, it's safe. Application does not collect any information, even any statistic info.
Some times, when users have specific problems with using application I'm asking them to send me a copy of database to reproduce the problem. And it's only way to get data, that you've entered in application.

[vunder]

There is still no news from AppHub, application is still on certification more than 5 days. Maybe tonight...

[vunder]

For those who not reading application twitter: new reports system is in development.
large.png
New system will support custom reports: you can configure one of the default report and save settings template as new custom report.
Net Worth report is ready. Also ported function "Email report data", which allow to send report data as text to email.

P.S. I'm still awaiting for certification ending of last update.

P.P.S. Because of redesigning application internal structure I need a help with testing application of "Data managements" functions. If you want to become a beta-tester write me a message with your LiveID and I'll send you a link to application beta.

[vunder]

Link to beta
http://www.windowsphone.com/s?appid=...4-53d4d1a00fe2

[vunder]

Hurray! Update 1.11 soon will be available at Windows Phone Store.
I'll wait for a little bit with 1.12 update, let's wait for beta-testers reports. Of course, I wish to publish it with new reports systems, but to finish it I need at least two weeks, publishing application with functionality less that previous version is not very good idea.

[vunder]

1.12 update was sent to certification. It will not bring any new functions, only bug fixing.

[vunder]

Hi everyone.
Here is some new about application development.
I'm work hardly to finish new reports system. Currently only two reports are done: Net Worth and Account Balance (public beta has only Net Worth working report, but soon it will be updated).
Also I'm working on application starting timeout and data load timeout. I don't know will I reach some enhancements or not. Anyway this task will be making very slowly and carefully to prevent any errors and exceptions in public release.

[vunder]

Official 1.12 update is on the Windows Phone Store.
This will be another service update, i.e. no new functions but mostly bug fixing:

• fixed problems with decimal input
• in quick input saving last used account
• some bug fixed

[vunder]

Projects report is done. What do we have now you can see on screenshots.
After finishing calculation we have a list of projects, that have transactions.

After selecting some project at the left of the project name new button is appears.

If you click it you will see a page with transactions of selected project.

If we have match by splits, then transaction can be expanded, splits with current project will be highlighted.

[vunder]

Four basic reports are done: Net Worth, Account Balance, Income & Expense, Projects Report.
Category report will be later. Also next official release will contain Budgets report and page with extended budget information.

[vunder]

Windows 8 was released! And I have some movements with Money Wallet on Win8!

[vunder]

I'm working on page with extended information about budget.

At the top of the screen will be displayed budget name, type and current period of budget.
Next lines displays budget limit, spend amount and left amount, and spend amount indicator.
Next list shows report for last 3 budget periods: period, spend and left amount. Last line in the list - total left amount.
And last one - list of transactions for current period.

[vunder]

Beta version was updated. Now you can try new budget info in action!

[vunder]

Soon I will publish new small service update to fix some problems and errors in application.

[KoukiFC3S]

Very nice app. Im gonna try it out.

[vunder]

Very nice app. Im gonna try it out.

Thank you. Soon I will finish work on version 2.0, which will bring many new functions. After that I'm planning work on Windows 8 client with synchronization with mobile version. Also I'm planning to make update for Windows Phone 8.

[KoukiFC3S]

Thank you. Soon I will finish work on version 2.0, which will bring many new functions. After that I'm planning work on Windows 8 client with synchronization with mobile version. Also I'm planning to make update for Windows Phone 8.

Will it be compatible with the Surface?

[vunder]

Will it be compatible with the Surface?

That's right! It will be WinRT application which will be compatible with all Windows 8 version, which means compatibility with Surface RT and Surface Pro.

[vunder]

Version 2.0 is almost done (update for Beta will be soon available)! I need a week for testing, then - publishing update.

[vunder]

Application was updated to version 2.0. Changes in topic!