Tuesday, June 30, 2015

Web Branch Release Notes

As we continue to improve the new Web Branch, we will be moving to publishing weekly release notes with details on the added features, improvements and bug fixes right on the Web Branch log in page. For larger releases, like today's release, we will provide additional details and screenshots as appropriate.

Today's release includes improvements to the Dashboard, a new Services menu item and many other smaller changes. To see the details, visit the Web Branch log in page.

Tuesday, February 24, 2015

New Web Branch Log In Page

New Desktop Log In Page
New Desktop Log In Page
As the final step in the new Web Branch roll-out process, we are introducing a new log in page. The new page is fully responsive--just like the rest of Web Branch--meaning it will work equally well on all devices, screen sizes and platforms.

The new log in page will go live on February 25. At that time, the old Web Branch user interface will be retired. Based on member feedback, we have made a lot of improvements to the new Web Branch over the last few months. See my previous post for a list of those improvements.

New Mobile Log In Page
New Mobile Log In Page
We continue to make minor updates and bug fixes to Web Branch on a weekly basis. We are targeting June for our first release where we will introduce new functionality and enhancements.

Wednesday, January 14, 2015

Year End Reports Available on Web Branch

Year End Report Link on DashboardCompare your 2014 spending by category, spending by merchant, income and cash flow against 2013 with Year End Reports on Web Branch. This functionality extends on the reports already available as part of Money Management Tools.

Starting off the new year is a great time to assess your financial situation. Being able to compare 2014 to 2013 can show you how you changed your behaviors over the two years. Seeing changes to income or your overall cash flow (the net of your income and expenses) can be helpful to make sure you are staying on track with your savings goals.

Year End Report SampleYou may want to re-categorize transactions quickly to make the reports more meaningful. You can now select multiple history items from reports or your account history to easily re-categorize similar transactions. When you change the category on a transaction, the system learns that preference and future transactions will have the correct category applied automatically. Spending some time getting your transactions categorized as you'd like will pay off in the future.

Year End Reports are only available on new Web Branch. It is a great reason to upgrade now. The old Web Branch system will be retired on February 25.

In addition to adding Year End Reports to the new Web Branch, we have also added the following functionality based on member feedback:
  • Improved printable pages
  • More history download formats
  • Hidden accounts
  • Edit multiple history items (see above)
  • Multi-pay for Web Pay
We will continue to add functionality, enhance services and improve the new Web Branch. This is just the start for the new system. Thanks for all your feedback and support.

Tuesday, October 21, 2014

The New Web Branch is Here

The New Web Branch is Here
The new Web Branch experience began rolling out today. Members will receive an email over the coming weeks with an invitation to upgrade.

But, you don't have to wait for the email. If you would like to get in before receiving the email, you can. See my earlier post on how to get into Web Branch today.

Wednesday, October 8, 2014

Try the New Web Branch Early

new web branch dashboard
The dashboard on the new Web Branch
As a special opportunity to readers of this blog, you are invited to try the new Web Branch early. We are hard at work putting the finishing touches on the new site. It has been our biggest and most ambitious project to date and we are excited to bring it to you. We would love to get your feedback prior to the full roll-out to members in late October and early November.

To start using the new Web Branch today, click on the link at the end of this post. You will be directed to the typical Web Branch log in screen (that will be updated later). Upon logging in, you will be redirected to the new Web Branch. Every time you sign on in the future, you will also be automatically directed to the new Web Branch.

If, after trying the new Web Branch, you decide you'd prefer to continue using the old version, you can downgrade using the button on the Profile & Settings page. We will be turning off the old Web Branch in early 2015.

Once you have some time with the site, we welcome your feedback. Please send us a secure message with your thoughts or concerns (or what you like!). We would especially like to hear from you if you run into any errors or issues that stop you from completing a task. While the site is mostly complete, we do have the opportunity to make small improvements--and we will be actively fixing bugs. We will also continue to improve the site regularly going forward beyond the launch.

We are so excited to bring this new Web Branch experience to you. We have taken years of your feedback and combined it with the state-of-the-art in web design to make a Web Branch that works great on desktop and laptop computers along with mobile devices and tablets.

Upgrade to the new Web Branch