Today we released our first set of regular feature enhancements for Xero Personal. We had a number of things we needed to get done behind the scenes but you’ll see this release is heavily skewed to what you asked for.
This video gives you a good idea of the new things you can do:
Splits – Receiving so many responses on how you’d like splits to work has been really helpful in determining what would work for most people. The consensus was complete flexibility so you can split transactions into numerous categories – the idea being you get a more accurate picture of where your money is going.
Labels – These are a way of defining specific types of spending or income which are perhaps associated with an activity or event. Labels are also a good way to track your spending across lots of categories.
Import Rules – These rules determine how Xero Personal treats transactions. You get to set them and change them as often as you like. You can also flag transactions To Review.
To Review – The Guessed by Xero tab has been renamed To Review so the categories Xero guesses will appear under this heading along with other transactions from any payees which are flagged To Review.
You can find the full release notes here, including what’s coming soon.
We know there’s lots of anticipation out there to reveal how Xero Personal will mature. Rest assured we’ve got lots of things planned and we’ll also be fine tuning as we go. Already we’re well into our next release!