New Release: Tagging, Search, Free International Voice (Dial2Do), and Import

As you may have noticed we’ve been launching a significant new release over the last few weeks, adding many of your most frequently requested features. Here’s a quick overview of some of the most prominent features and improvements:

Tagging. This had been your top request for some time: the ability to tag expenses with one or more terms of your choosing. For example, you could tag an expense with “deductible”, “amex”, to indicate it’s a tax deductible expense paid with American Express.

The Web interface is fairly straight forward; go to the Expense page and click on the Tags column to add your tags. To use tags via Email, SMS, Twitter, and IM, use the “hashtag” syntax:

Lunch 34 with Jack #deductible #amex

For voice services such as Jott and Dial2Do, you can also use the word “tags” followed by your tags. For example:

Lunch 34 with Jack tags deductible amex

Expense tagging

Search. We’ve added a comprehensive search facility, available from the Expense page. It’s fairly self-explanatory; click the search button and give it a try. The beta test group had particularly good feedback on this, and we hope you enjoy it as well.

Search Expenses

Dial2Do – Free US, UK, and International Voice Transcription Service. We’ve been working with the good folks at Dial2Do for some time, and we’re very excited to launch our integration. Dial2Do is a free voice recognition and transcription service with service in the US, UK, and 17 other countries. It’s a very effective service, is international, and signup is available directly from the Xpenser Account page. Give it a try, we know you’ll love it.

Expense Import. As easy as it is to enter expenses into Xpenser, sometimes it makes sense to import your bank statements in batch. To import expenses, download your statement in QIF format from your bank or credit card provider onto your computer, then go to the Expense page and click the Import button.

Import expenses

You may have also noticed our new home page. We’ve been working towards a minimalist, simple homepage that explains Xpenser as quickly and as simply as possible. Hopefully we’ve come a long way since the original “Halloween” homepage ;-)

We’ll be publishing more detailed posts on each of these features, as well as some of the feedback you’ve sent us on how you’re using these features in your workflow.

Speaking of which: there’s a nice and rapidly growing community around Xpenser and related topics – expense management and tracking, small and medium business cost strategies, tax advice, and so forth.
We’re looking for ways to foster this community and help it grow. Guest posts to this blog have been suggested, as well as a mailing list with periodic (say weekly or monthly) news and advice. We’re open to any and all of these, so please let us know what you would and would not like to see by leaving a comment here or sending us email at feedback@xpenser.com .

16 Comments so far

  1. [...] Dial2Do so you can call in an expense, like “Lunch 34 with Jack.” Xpensr’s latest update also offers multiple tags per expense, so you can add keywords like “travel,” [...]

  2. [...] Dial2Do so you can call in an expense, like “Lunch 34 with Jack.” Xpenser’s latest update also offers multiple tags per expense, so you can add keywords like “travel,” [...]

  3. [...] Dial2Do so you can call in an expense, like “Lunch 34 with Jack.” Xpenser’s latest update also offers multiple tags per expense, so you can add keywords like “travel,” [...]

  4. [...] Dial2Do so you can call in an expense, like “Lunch 34 with Jack.” Xpenser’s latest update also offers multiple tags per expense, so you can add keywords like “travel,” [...]

  5. [...] its latest update, the webapp also offers multiple tags per expense, helping you directly save your transactions on [...]

  6. [...] Dial2Do so you can call in an expense, like “Lunch 34 with Jack.” Xpenser’s latest update also offers multiple tags per expense, so you can add keywords like “travel,” [...]

  7. William on December 11th, 2008

    I’ve tried sengin an e-mail, but got no response. Is it possible to set up recurring expenses?

  8. Spencer on December 11th, 2008

    William, I’m sorry if we somehow missed your email; we’re generally very good at responding quickly. It’s not possible to setup recurring expenses at the moment, but it’s a frequently requested feature that we will be supporting in a future release. Keep an eye on the blog for the announcement.

  9. Chris on December 14th, 2008

    I started using Xpenser with Dial2Do only recently and I love it, but there’s one simple problem – for large amounts (1000 or more), Xpenser misinterprets the data from Dial2Do – it treats the comma as a decimal point, so if I record something like “one thousand three hundred and fifty” on Dial2Do, it shows as 1.30 on Xpenser.

    I’m using Xpenser to manage my expenses in Yen (I live in Japan), so many if not most of the entries I make are over 1000 – of course I can always correct the mistakes manually, but it would be great if the function was updated for large sums.

    Thank you for a great, great service Xpenser staff – thanks to your cooperation with Dial2Do my budgeting turned from “oh god, I don’t have a pen, ugh, recording your expenses sucks!” to “Well, let’s just make a quick call…” :)

  10. Spencer on December 14th, 2008

    Chris, thank you :-)

    Look for the comma-in-large number fix in our next release. There have also been issues with commas and periods throwing off tag and keyword processing that’ll be addressed in the same release.

  11. [...] recently took my fring enabled Xpenser account for a test spin and I can say that this is definitely the easiest and fastest way of tracking [...]

  12. Samir on January 25th, 2009

    Hey – so this is an amazing service. Thanks!
    Question – when i use the iPhone interface, i haven’t been able to enter tags. Am i just not looking in the right place?

    thanks,

    samir

  13. Spencer on January 26th, 2009

    Samir, you’re right, tags haven’t quite made it to the iPhone app. Keep an eye on the blog, we’ll be adding them soon.

  14. TheAnthroGeek on January 28th, 2009

    regarding tags, is there any way to modify a tag and have it propagate backwards into already tagged data?

  15. Spencer on January 28th, 2009

    TheAnthroGeek: not yet, but that is a good idea. We’ll add it to the roadmap.

  16. [...] recently took my fring enabled Xpenser account for a test spin and I can say that this is definitely the easiest and fastest way of tracking [...]

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