Finances

Bring clar­ity to your finan­cial sit­u­a­tion with the Finances topic.

Most peo­ple find that man­ag­ing their money can be dif­fi­cult, which is where the Finances topic comes in. It lets you track all the accounts for all your finan­cial insti­tu­tions — check­ing, sav­ings and money mar­ket accounts; credit and debit cards; CD’s, etc. You can record the recur­ring bill pay­ments for all the ser­vices you uti­lize and the one-time pay­ments you make to oth­ers, and can show you all of these pay­ments in a time­line view.

With the Finances topic, you can also cre­ate Ser­vice Pay­ment Tem­plates for billing pur­poses — keep­ing track of the recip­i­ent, type of ser­vice, amount and pay­ment type. This topic lets you track expenses and has touch­points into other top­ics so that you can view or edit, for exam­ple, your char­i­ta­ble dona­tions, your invest­ments, or your finan­cial research, online ser­vices and more. The result is the capac­ity for bet­ter money management.

This topic is included in Life­Topix and is avail­able as an in-app-purchase in My.Agenda.

*Infor­ma­tion based on LightAr­row App Engine 8.

Finances Touch­points

Finances

Tasks + Projects Tasks + Projects: asso­ciate tasks with finan­cial ser­vices and ser­vice providers
Shopping + Gifts Shop­ping + Gifts: man­age all asso­ci­ated shop­ping for prod­ucts, stores, and shop­ping lists
Events + Appointments Events + Appoint­ments: asso­ciate expenses with appoint­ments in the Events + Appoint­ments topic; asso­ciate appoint­ments with banks, finan­cial assets, or finan­cial projects
Travel + Places Travel + Places: directly man­age expenses for trips, vis­i­tors, and pay­ments and expenses for travel services
Health + Goals Health + Goalsasso­ciate expenses with goals, health ser­vices, and heath projects
People + Services Peo­ple + Ser­vices: asso­ciate finan­cial ser­vices and providers, such as banks
Home + Assets Home + Assets: asso­ciate pay­ments and expenses with home ser­vices, and expenses with assets
Education Edu­ca­tion: cre­ate expenses for edu­ca­tion projects, sub­jects, and notes
Notes + Files, Lists Notes + Files, Lists: directly cre­ate and asso­ciate notes and check­lists with banks, and attach and asso­ciate files with banks; asso­ciate check­lists and files with char­i­ta­ble donations
Media Media: eas­ily man­age all asso­ci­ated media, such as pho­tos, video clips, and audio clips
Bookmarks + Lockers Book­marks + Lock­ers: cre­ate book­marks for banks, dona­tions, finan­cial assets and finan­cial notes
LifeTopix Calendar icon My Cal­en­dar: com­plete daily agenda, month/list views: all date rel­e­vant items in one place, includ­ing bill pay­ments and expenses

23 Comments


  1. Taryn
    Mar 11, 2014

    Greet­ings from Indi­ana to team Texas :)

    I’m using My Agenda and can’t wait until the new update! I’m not sure if this will show up on the update or if I’m just miss­ing how to do it on the cur­rent ver­sion, but how can I go about set­ting up a Bi-weekly pay­check in the finan­cial por­tion of the app so that the deposit will auto­mat­i­cally show up in my ini­tial account bal­ance as well?

    Thanks LightAr­row!


    • LightArrow
      Mar 11, 2014

      Hi Taryn from Indiana!

      Thanks for reach­ing out to us in Texas! :)

      We hope to have the My.Agenda update out next week. We are hav­ing to redo the sub­mis­sion as Apple found an issue from the one last week.

      Cur­rently, repeat sched­ules only work with Bills, Tasks, and Appoint­ments. We plan to add it to deposits (trans­ac­tions) as well in the future — most likely in the April Amy timeframe.

      Please let us know if you need any­thing else!

      Team LightAr­row
      Austin, Texas


      • Kim
        Mar 28, 2014

        I’ll be adding Team Texas to my list of rea­sons to move from NY to Texas :)


  2. Fernand Hudon
    Aug 30, 2013

    When I email all the trans­ac­tions of an account, the sort order seems to be the mod­i­fi­ca­tion date. It should be just like in the app, the trans­ac­tion date.


    • LightArrow
      Aug 30, 2013

      Hi Fer­nand,
      Thanks for let­ting us know! We’ll resolve this in the next update.
      Team LightArrow


  3. De Napoleon
    Aug 10, 2013

    I’m still new to using the app, but would love to see a more enhanced finan­cial sec­tion. I don’t mind enter­ing trans­ac­tions man­u­ally for now, but would enjoy the abil­ity to have bud­gets and spend­ing trends. Are there any plans for bud­get­ing through this app in the future?


    • LightArrow
      Aug 10, 2013

      Hello De Napoleon,
      Thanks for reach­ing out! Yes, we do plan to enhance the Finances sec­tion with bet­ter bud­get and spend cat­e­gories, report­ing, etc. Hope­fully in the two updates.
      Best regards,
      Team LightArrow


  4. Fernand Hudon
    Jan 17, 2013

    A use­ful fea­ture would be the abil­ity to print the entire con­tent of an account, includ­ing the list of its transactions.


    • LightArrow
      Jan 17, 2013

      Hi Fer­nand,
      We’ll add this to the roadmap — we do plan to add print­ing sup­port to more views.
      Team LightArrow


  5. Lew Payne
    May 16, 2012

    I would like to keep a list of all my credit cards, bro­ker­age, check­ing and sav­ings accounts in your app. How­ever, I would want that sec­tion to “lock” with­out hav­ing to “lock” the entire app. I would also want it to main­tain the data­base of card num­bers in an encrypted fash­ion. I don’t nec­es­sar­ily want to track bal­ances or any­thing like that — I just want a cen­tral place to keep impor­tant finan­cial infor­ma­tion (includ­ing auto insur­ance pol­icy, 401k and IRA accounts, home­own­ers pol­icy, etc).

    How do I do this with your app?


    • LifeTopix Support
      May 16, 2012

      The abil­ity to pass­code lock by topic (in addi­tion to cur­rent sup­port for pass­code lock­ing the whole Life­Topix app) is a good idea. We have added that as a fea­ture to imple­ment in a forth­com­ing release, although we are not able to tell at this point exactly which release.

      Cur­rently, we encode the fol­low­ing items: pass­words for book­marks, account num­bers, secu­rity codes, and account PIN. We can encode addi­tional items as requested by users, but at this point encryp­tion is some­thing we have avoided due to a stricter export related approval process. We’ll gladly con­sider encryp­tion if more users demand it.


      • Kim
        Aug 08, 2012

        I really love the idea of being able to lock cer­tain top­ics but not the entire app. I would love to lock my notes but not the whole app. Any idea when this will be implemented?


        • LightArrow
          Aug 09, 2012

          Hi Kim,
          We do hope to bring in topic level lock­ing in the 5.1 update, expected around mid Sep­tem­ber. One of the things we are strug­gling with is what the impact of lock­ing a topic would be on the com­mon views (My Cal­en­dar, Recently Updated, What’s Next, Quick Add etc.) and also on Quick Add — should one be able to still add a note from Quick Add when the Notes topic is locked? We are col­lect­ing users’ thoughts on that, and would love to know what you think.
          Best regards,
          Team LightArrow


          • Kim
            Aug 12, 2012

            I would like to still be able to add a note in Quick Add, just not be able to access the notes that have already been cre­ated. I can see where this takes a lot of thought and I really give you all so much credit for putting this all together and reach­ing out to the users for addi­tional feedback.

            I hope that helps!


            • LightArrow
              Aug 13, 2012

              Hi Kim,
              We hope we have not mis­un­der­stood what you meant, but Quick Add (+ icon) allows you to add new notes, and Quick View (eye icon) allows you to see the exist­ing ones in one place. Did you mean some­thing else?
              Best regards,
              Team LightArrow


  6. Archie
    May 11, 2012

    Hi

    How do you enter a neg­a­tive value as a start­ing bal­ance for a credit card balance?


    • LightArrow
      May 11, 2012

      Hi Archie,
      Allow­ing neg­a­tive num­bers is truly an over­sight on our part. We apol­o­gize. Our next planned fea­ture release is 5.0 (tar­geted for June) — we plan to resolve this in that release.
      Best regards,
      Team LightArrow


  7. Jantzen
    Dec 08, 2011

    Do you have plans to have mint.com integration?


    • LifeTopix Support
      Dec 08, 2011

      Hi Jantzen,

      On our roadmap, we men­tion that one of the big things we’re work­ing on is addi­tional inte­gra­tions with 3rd party ser­vices, and that includes the area of finances.

      Yodlee pro­vides the account aggre­ga­tion tech­nol­ogy that many finan­cial ser­vices offer­ings out there uti­lize (Mint.com licensed their back­end tech­nol­ogy from yodlee, before the Intuit acqui­si­tion). We plan to do some­thing sim­i­lar, but have not yet had the chance to inves­ti­gate the options or the amount of work involved.

      Please stay tuned to the roadmap for fur­ther updates as they develop.

      Best regards,
      Team LightArrow.


  8. Gary Pennock
    Oct 07, 2011

    It appears all the finan­cial info is a man­ual update — do you have plans to allow auto sync­ing upload­ing of bank­ing bal­ances, trans­ac­tions etc?


    • LifeTopix Support
      Oct 08, 2011

      Hi Gary,
      We do plan to expand the Finances area with 3rd party inte­gra­tions. Can you give us some exam­ples of what you’d find the most use­ful?
      Best regards,
      Team LightArrow


      • Gary Pennock
        Oct 08, 2011

        Sure, I would like to be able to sync my check­ing, credit card and finan­cial accounts. Pro­vid­ing a bill pay ser­vice would also be great. Cur­rently I use Mvelopes & Pageonce to track my finances on-line. Hav­ing all this infor­ma­tion within your app tru­ely would make this the one stop shop. So, when select­ing your “Finance” icon I should be able to see updated bal­ances for all my accounts, be able to pay bills from this same loca­tion. All my trans­ac­tions would be uploaded, pro­vid­ing real-time bal­ances. I will not use the finance por­tion of this app if I have to man­u­ally load information.


        • LifeTopix Support
          Oct 09, 2011

          Thank you, Gary. We do hope to go down the path you have brought up for the Finances topic. Please watch our roadmap over time to see our progress.
          Best regards,
          Team LightArrow

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