Hi all! V2 is now live!
All these updates are for the free tier (the only tier we have at the time of writing)
What’s NEW in this update?
- Users can now create financial accounts. E.g.: Create a chequing “account” to reflect your chequings account in ABC bank.
- This lets you import transactions faster in subsequent imports since you only have to declare which bank and account type once.
- You can now see your CURRENT balance.
- How it works:
After you have created a financial account AND after you have upload all the earliest transactions, you can then EDIT a financial account to give you controls to the “current balance” calculator. - If you indicate the current balance in your online banking and then click “calculate”, it’ll reverse-math and calculate the initial balance you had for this financial account before your earliest upload transaction.
- Warren keeps track of this and can now reliably calculate your running balance automatically even after you upload more transactions in said account in the future.
- More explanation in the “Why are you asking this?” button in it!
- How it works:
What has CHANGED in this update?
- Instead of importing transactions and importing every time which bank and account type it is, you now have to create a “financial account” first and then import transactions into those financial accounts.
- If you have an existing .wrn file and you’re actively using it, please contact me. There are updates in the data format when saving data and resuming sessions. Your financial data in the file you have is still valid, I just need to reformat it for you in order to work with the new version. Sorry for the inconvenience! It was a necessary improvement.