Budget Blitz Q&A - Recent questions and answers

Answered: Filtering is not working properly and I am missing the Export to csv feature

Mon, 27 Jan 2020 07:25:50 +0000

Hi, Matthias,

Just select required items or all of them and then select "Export" from the context menu Use this approach for every report or transactions list.

Can you please attach some screenshots for filtering? I can't reproduce it...

Answered: How to transfer between accounts

Sun, 10 Feb 2019 03:30:52 +0000

Yes, of course. In short:

1. Use account key phrases to identify a target of the transfer. For example "ATM" could be the key phrase for the Cash account for messages kinda

VISA1234: 08.08.13 14:05 cash withdrawal 200.00 USD. ATM 10010001 bal 500.00 USD.

2. Make sure that "withdrawal" is the key phrase for transfer transactions. This word should be placed in the transfer section of the SMS import tune of the source account.

Please, have a look at key phrases for transfers chapter for details.

Answered: Can't delete portfolio

Sat, 12 May 2018 14:21:49 +0000

I think there are accounts that belong this portfolio. It simple to check. Just open portfolio in editor and press Delete.

The app will show all references that use this portfolio and restrict deletion.

Answered: How to setup credit limit for new or existed account?

Mon, 10 Apr 2017 06:17:08 +0000

Credit limit for credit accounts should be set up using transactions.

It was eligible to setup credit limit using transactions or account card in the version 4. But version 5 has only first option.

Why should we use transactions for that?

Credit limit is not constant. Bank can increase or decrease that one. Transactions admit to store history of changes. That's why the app will be able to calculate balance on any date not onl;y current.

How to set up credit limit?

1. Create new category "Credit limit changing" or use existing one.

2. The very first transaction of your credit account has to be loading of an initial balance
2.1. with credit limit amount
2.2. or with amount equals Credit limit - Debt to the bank (for eaxmple 1 000 USD - 100 USD = 900 USD)

3. If amount of the first transaction was equals to credit limit then just open it (or create new if account is new) and change category to the Credit limit changing.

4. If amount of the first transacion was equals to Credit limit - Debt to the bank (for example 1 000 USD - 100 USD = 900 USD) then edit it (or create new if account is new) as follows
4.1. Create split in this transaction (twin up arrow)
4.2. First subtransaction leave without changing, the app will recalculate it automatically.
4.3. For the second subtransaction set the amount equal Credit limit (1 000 USD) and Credit limit changing category.

That's all, credit limit done.

Answered: Version 5, what's new?

Fri, 31 Mar 2017 07:12:06 +0000

Version 5.0.1

1. App’s interface updated.
2. Main menu invoked by hard Menu button if mobile has that one.
3. Main screen updated, added options to choose period, filters and grouping.
4. Main screen and reports context menu available by long tap and short tap is used for detailing.
5. Main screen list view setting saved and restored automatically.
6. Another color used for planning transactions.
7. Dropbox lib updated. New authentication required.
8. Recurring transactions added to the Directory menu.
9. Alternating colors in the lists and highlighting the maximum and minimum values set off.
10. Preset periods available when choosing period.
11. Appwidget’s interface updated.
12. Added option to filter by portfolio type and portfolio to the settings of the appwidget.
13. Added Home button. That one closes all windows and opens main screen.
14. Improved receiving extern messages API.
15. Switchable buttons replaces by modern swtiches in charts.
16. Filter and New options are removed from menu. Filter placed in the bottom sheet.
17. Planning horizon removed from Portfolios.
18. Credit limit not used now and will be changed to minimum required balance.
19. Improved SMS import.
20. Dozens of small improvements applied.
21. Fixed minor bugs in Free and Pro versions.

Answered: How to create new SMS import tune

Fri, 06 Jan 2017 10:13:38 +0000

1. Open SMS import tunes activity
2. Select New
3. Put keywords from SMS or Push notifications for revenue and expenses. You can put keywords only for expenses, for example.

Answered: How to request new bank SMS import tune?

Fri, 06 Jan 2017 05:44:01 +0000

1. Open SMS messages activity.

2. Select several messages for expenses, revenue and transfers.

3. Select send to developer.

4. After a while you will be able to download import tune from the app.

Answered: How does SMS import work?

Thu, 05 Jan 2017 08:35:22 +0000

This is diagram describing how works the import of SMS and Push notifications:

Answered: How to setup creating second transaction in a transfer automatically from an SMS message

Fri, 20 May 2016 07:02:39 +0000

Let for example the SMS be as

Visa1234 2016/05/01 23:59 ATM cash withdrawal: -10,00 USD;

Budget Blitz can create two transactions in this case, first for card's outcome and second one for cash income.

Check the SMS import tune of the Visa1234 account. It should containg transfer keywords, "cash withdrawal" for example.

In the Cash account put "ATM" keyword to the account keywords and keep account Id empty.

Answered: Widget description

Mon, 25 Apr 2016 06:33:11 +0000

Widget shows actual balance and actual activity for selected accounts. Budget Blitz app runs when balance area pressed. Transactions list opens when activity area pressed. You can define an account for new transactions using settings .

Answered: Linking SMS messages with categories

Wed, 20 Apr 2016 06:01:07 +0000

Open a category
Press on the code option and select one or more keywords from SMS messages
Next time the app will find this category by selected keywords on SMS push and use it a new transaction.

Answered: Getting notification about upcoming transaction

Fri, 19 Feb 2016 03:41:38 +0000

Open or create new recurring transaction.
Check the Notify checkbox.

Answered: Loading new SMS import tune

Fri, 19 Feb 2016 03:37:40 +0000

Check that SMS import tunes exchange is on (Wi-Fi, mobile or both) in the active profile.
Open SMS tunes import dialog and select required bank tune.
Press OK.

Answered: Manual SMS import

Fri, 19 Feb 2016 03:19:24 +0000

Select the SMS import menu
Choose an account required for SMS import. An account should contain number and SMS import tune.
Select one or more SMS
Press Import. Button will be available when one or more SMS checked.
See result in the transactions list.
Importing issues can be viewed in the even log list.

Answered: Can't select file when importing the OFX file

Tue, 09 Feb 2016 03:38:08 +0000

Hi Henrique,

This issue is fixed in the 3.8.3 version. Sorry for the late answer.