Debit & Credit 4.2: Improved Scheduled Transactions and Shared Financial Plans
All of the new features implemented in this update are based on user feedback. If you have a suggestion, always feel free to send it to support@debitandcreditapp.com!
New Repeat Periods for Scheduled Transactions
Now you can set your scheduled transactions to repeat on a particular day of the month. For instance, you can set a scheduled transaction to repeat on the third Wednesday of the month.
Merging Metadata Items (Mac App Only)
Sometimes you might need to merge a few descriptions or categories. Now you can do that in the app preferences. Select multiple items, right-click one of them, and select “Merge”.
Shared Financial Plans
Your family members can now optionally see your financial plans. To share a financial plan, you need to be also sharing all of your accounts. As a reminder, sharing settings are available in the app settings, in the iCloud sync section.
Effectively, you can now share almost all available information in the app: accounts, folders, budgets, plans and scheduled transactions.
Search for Scheduled Transactions (Mac App Only)
When you switch to the “Scheduled” section in the Mac app, you will see a search box. You can use it to search for pretty much everything but it also supports search operators (e.g. “after”, “before”, “category”, etc).
You can read more about search operators in the user guide.
