Preview Release Change-Log
Click here to download the latest preview release.802-803 2011-10-20
801-802 2011-10-18
798-801 2011-10-11
789-798 2011-09-22
788-789 2011-05-10
787-788 2011-05-10
786-787 2011-05-08
785-786 2011-05-07
778-785 2011-05-07
643-778 2011-03-19
778: Fix potential NPEs in investment reports in the case where a malformed transaction exists.
778: Convert base currency to category currency when appropriate, in the budget bars. Also show currency symbol in budget report total rows for consistency with other reports. Ticket #2904.
778: Remove the 'Roll up child categories' option in budget bars settings - it is always on in the calculations, and this budget bar setting conflicts with it
778: Show actual spending in non-budgeted categories when a budget bar is included for that category. Ticket #2912.
778: Decide whether to include or exclude an nonbudgeted item's expense, based upon whether that category's amount is already rolled into a parent category's amounts, assuming the parent category is in the budget. Ticket #2912.
778: fix for infinite recursive loop (stack overflow) when printing account list
778: set ticker symbols from OFX downloads.
778: better handling of OFX files with incorrect line endings
778: fix bug triggered by OFX ORG and FI IDs with leading/trailing spaces
778: workaround null parent issue that occurred on mac with java < 1.6
778: Make register settings (column widths, sort order, etc) be saved whenever they are changed... not when the register was closed, which was not reliable
778: Repair issue where security price imports do not update the 'current' price during a QIF import
778: Repair issue with multi-line report headers being copied to the Clipboard, as the newline makes it appear like a new line in the Clipboard text
778: investment transactions are now recorded with their trade (aka initiated) date, instead of their posted (aka settled) date.
778: update the current price when importing security prices from a file and the file has a newer entry than the last 'current price' entry
778: Fix to Ticket #2930. ctrl+L starts split editing of the transaction currently being edited.
778: Fix to Ticket #2189. Stock prices on the Homepage are set to show the price in the currency they are relative to or the default base-currency.
778: Improve font and font appearance on Windows and Linux by forcing antialiasing on and looking for better fonts, if available.
778: QIF files having accounts as type "CC" are now read as credit card accounts. The type should be "CCard" but this helps deal with imports from banks such as Lloyds TSB.
778: Fix to ticket# 2764. connection information is now properly cleared when you reset a connection.
778: Fix balance recalculation bug after deleting transactions and then restarting.
778: avoid sifting through the entire list of fonts at startup. if we want a specific font we can ask for it, but listing all of them seems wasteful
778: Improve error reporting for downloading. Fix line spacing issues, remove extra line space in English resources. Supply account and bank information when possible.
778: Fix bug in which ShrsOut transactions from QIF files were imported as Xfr instead of BuyXfr transactions
778: changes to transaction download date window expansion to allow Discover card connections to reduce the overlap in transaction downloads in order to avoid duplicate transactions (because Discover re-sends the same transactions with different txn IDs).
778: changes to allow connection of local bank accounts to online credit card accounts and vice versa. This will keep track of the OFX account/message type that each account uses for downloading transactions.
778: Fix error in displaying amounts for transaction assigned to a parent category. This error goes all the way back to the first revision in January 2005, when the date column was indexed instead of the amount column.
778: fixed sorting of date/amount so that deposits come first
778: only show the popup date picker if the date field is enabled and editable
778: Changes behavior where new transactions were offered as possible CATEGORIZE options. Now new txns are not allowed.
778: don't consider unconfirmed transactions when doing auto-completion
778: added decrement_last_txn_date boolean option to allow discover accounts to not decrement the last date in a download to use as the starting date in the next download. This, along with "txn_download_overlap = "0" should help prevent the download of overlapping transactions, which is a problem with banks like Discover that like to use different transaction IDs for the same transactions.
778: added per-FI settings to allow MD to prevent any overlap in txn download date windows
778: add support for setting bill payment submission/syncing options via system properties (easily settable using the jython console), as well as an option for showing windows for every OFX request.
778: Repair incorrect cleared status in the search report. Ticket #2953.
778: Fix to rounding errors created when handling split transactions.
778: Adjusted scroll increment and fixed problem with artifacts created when scrolling.
778: Reduced OFX/QFX/OFC/QIF options to one "Import..." menu item.
778: Revamp date range selection - add all date ranges already available for budget bars, add keyboard shortcuts, fix bug in TimeIntervalUtil, establish date range enum
778: Change the cash flow reports so both sides of the transactions are checked equally.
778: moneydance now saves maximized and iconified window states properly. closes bugs #1402 and #865.
778: Show tags entered on the 'other' side (parent transaction tags) in the search results since those tags can be located by the search.
778: Make the Tag Summary more like the income/expense and other reports where you may select a group of source accounts and a group of target accounts or categories. Ticket #3091.
778: Shorten the header text for headers with standard ranges (month, quarter, year), plus add a total column to Income and Expenses and Tag Summary if there are more than one range columns. Ticket #3001.
778: overhauled transaction matching system!
778: Add a previous day option to the date range options. Ticket #2929.
778: Fixed bug in which automatic default exchange rate for a transaction was overwriting an edited exchange rate if the user changed the category, even if the new category had the same currency as the old one
778: Fixed Transaction report "subtotals by account" problem with splits . Ticket #1872.
778: Change to an Annual ROI algorithm that is anchored on the start date, not the end date. Include fees in the ROI cash flows. Fix bugs in the Investment Performance Report. Ticket #3150.
778: Added All % column for the ROI over all dates in the security/account. Ticket #2783.
778: Allow transfers to be included in the income and expense report. Ticket #3062
778: Add new reports for Transfers and Detailed Transfers between groups of accounts
778: fixed txn-exchange-rate-reset bug when changing categories on a transaction to one having the same currency
778: when submitting a new payment request, sync payees then delay a second before submitting the payment (which will be wrapped in a payment-sync-request)
778: Add a function to indicate (or set) whether or not an account should be applied to net worth calculations
778: Implement the investment transactions report, as a special type of transactions report with additional columns and subtotal options
778: Added overwrite confirmation when saving (or saving-as) files
778: Improvements to allow simplified UI for the investment transaction report
778: Ticket 2699. Automatically save the last settings of a non-memorized report or graph that is launched from the side bar or in the graph/report list window. Also add a reset button.
778: Ticket #279, add ability to print budgets.
778: Fix a bug where the Group By option was not being saved.
778: Don't save an ad hoc report setting (Ticket #2699) if it hasn't changed at all.
778: Ticket #475 allow the cash flow report to be grouped by week, month, quarter, year.
778: Ticket #3197, confirm file replacement when adding the file extension automatically.
778: Remember the users last tab/view in investment accounts. Ticket #3202.
778: Improve the Expense Graph and Income Graph to use a cumulative stacked area chart depiction. Improve the Income and Expense Graph to include difference bars for (income - expenses).
778: Printing improvements ticket #502, part I. Scale the printed output to better match the column positions on the screen. Fixes to the last row not printing sometimes.
778: Fixed a bug in EditStringListDialog that was causing changes to be forgotten if the OK button was clicked before hitting enter. bug #2756
778: change budget bar colors so that income budgets of 0 default to a green bar instead of red. closes #3248
778: "Mark Transaction as Cleared When Confirmed" option in preferences is now used when doing a batch accept. This fixes ticket #2882
778: Ticket #502 part II. Allow column widths and column order to be saved. Also allow landscape/portrait orientation to be saved (affects printout only). Add a new memorization dialog.
778: the 'create note reminder' menu item on the calendar now creates a general reminder instead of a transaction reminder. also, updated text so that it says 'create general reminder', to be consistent. fixes #2736
778: Made the default register background color for future transactions a slightly lighter yellow and changed the way the background of future transactions are rendered such that they are made up of alternating light and dark rows. That resolves ticket #3268
778: Finish initial implementation of #502. Move print orientation button to settings and change to a checkbox.
778: Fixed potential NPE because of splitCount not being decremented when a split was removed
778: fix ticket #3173 that clips the rendering of the account tree in VATConfigWindow
778: changed default calEventBG color from bright yellow to something easier on the eyes.
778: changed check preview background color from cyan to white and grey
778: disabled next button in online banking wizard while we are downloading account information. this prevents a user from clicking next before the download is complete, which was causing mapping problems. fixes #3199
778: windows installer now properly escalates permissions on win7
778: added DEB files for easier installs for our Ubuntu and Debian users.
778: added RPM files cause we like our Fedora, RedHat and Mandriva users too. :-)
778: changed alphabetization in graph/reports window to match the sidebar. also, renamed some reports to help grouping. closes #3213.
778: force user to choose a filename when creating a new file, and save that file immediately upon creation. fixes situation where someone spends hours working on a file without saving (assuming autosave is working) and then loses all there data when they close. closes #3088.
778: show more useful error message when an extension load fails because file needs to be renamed
778: Corrected the sign on the values being passed into setAmount when copying splits such that the resulting split is indeed a copy of the source split
778: modified updater extension so that windows users without proper permissions on the install directory will get a useful error message instead of a stack trace. fixes #2433.
778: Centralize text rendering hints to one spot, make Windows 7 act like WinXP for fonts, vastly improve font appearance on Windows XP/7 for custom-draw controls
778: changed "manual setup" button to say "advanced setup" in an effort to scare folks away from using it unless they know what they're doing. also changed wording on manual setup popup window.
778: added support for account urls. bank, credit, and investment accounts can now have a URL associated with them. there is a menu item that will open the associated url in a web browser. if no url is associated, MD will ask the user for one and save the result for future use. resolves #583
778: Repair a subtle bug in transaction searching that could leave out some of the splits in a parent txn or bring in additional splits that don't match
778: fixed labels on category creation/edit windows so that they refer to categories instead of accounts.
778: Fix potential NPE when the window is made visible and there is no menu
778: updated security certificates
778: Add Copy to Clipboard in budget editor.
778: added pass phrase warning to encryption window, so folks are more aware about the importance of not losing their passphrase!
778: Partial fix for popups being hidden when scroll wheel is used
778: Add ability to import data files from Quicken Essentials for Mac. If the user selects a .quickendata file using the File->Import menu, Moneydance will now import it into a new Moneydance file.
778: renamed "Shortcuts" to "Memorized Graphs and Reports" to avoid confusion about how to remove these from the homepage using the preferences.
778: when memorizing an existing txn, set status to "uncleared". closes #1715
778: when creating a reminder, there is no longer a default description. user must enter a description before they can save the reminder. closes #703
778: close audio line when done playing a sound. workaround for a bug in java sound that was screwing things up on linux. closes #3381
778: added asterisks to text amount on check field.
778: in embedded transaction editors, expanded warnings related to transactions being cleared. now, splitTxns are properly checked for cleared status before saving. also, the other side of a txn is checked to see if it was cleared and a warning is given if it was. checks all splits on a parent transaction and the parent of a split transaction. closes #1947
778: Added automatic setting of category on import/download. closes ticket #3364
778: Changed the text "Similar Transactions" to "Similar Payees"
778: Added tooltips to the confirmation buttons matching panel. The tooltips provide a description o what will happen when the transaction is confirmed with the chosen confirmation method.
778: added swiss franc to default currencies
778: added a clickable header to the Shortcuts (now called Memorize Graphs and Reports) homepage view. closes #3242
778: Increased the FieldCalculator window size such that the text fits in the window. the resolves ticket #2887
778: cleaned up shortcuts homepage view, got rid of sub-headings, added icons to mimic sidebar. looks a little nicer now.
778: fixed bug that was causing income categories to be added to sidebar automatically upon creation.
778: fixed bug that caused an "IllegalArgumentException: Invalid initial delay" error
778: removed account icons in sidebar to make some extra room
778: Allow online services to specify that no FI Profile request is required. Allows connections to ING Direct and other institutions with strange OFX servers.
642-643 2009-09-25
643: Made OFX transaction download use short date format for the start/end dates
641-642 2009-09-18
642: Fixed bug in setting up OFX accounts labeled as "creditline"
640-641 2009-07-24
641: Added certificate that allows connections TD Banknorth
639-640 2009-06-20 - Moneydance 2008r4 update
640: Fixed memorization of expenses graph
640: Updated Mac OS X launcher to use the latest JavaApplicationStub from Apple to hopefully fix some java 1.6 launching issues
638-639 2009-06-04
639: Fixed bug in 'dashboard' net worth graph to properly account for stock splits
637-638 2009-06-03
638: Added most recent OFX CA certificate
635-637 2009-04-22
637: Fixed bug in online banking when there are multiple accounts per bank
637: Fixed bug in online connection setup that caused the same account to be listed multiple times for some connections
637: Fixed duplicate transaction prevention that caused investment transactions (and some others) to reappear after having been accepted in a previous download
637: Fixed bug in which the APR field is not saved for CDs
631-635 2009-03-18
635: Fixed bug that caused editing a tag to delete it
635: Added Verisign Class3 CA Certificate to enable ofx.americafirst.com to keep working
635: Made OFX downloads for BANK accounts with type CREDITLINE map to credit card accounts instead of bank accounts
635: Updated OFX account info selection and connection handling to better support account information retrieved from banks as well as connections in which the bill payment account information is different from the transaction download information
635: Removed Command-D/Ctrl-D shortcut for deleting instead of downloading(!) a transaction
635: No longer attempt to retrieve updates to already connected financial institutions from moneydance.com
635: Popup date picker now hides after a date is clicked.
635: Popup date picker no longer displays is there isn't enough room in the window
629-631 2009-01-12 - Moneydance 2008r3 update
631: Fixed bug with OFX parsing on some versions of Java
631: Fixed bug in which focus goes to the category field after recording transactions on some platforms
628-629 2008-12-30 - Moneydance 2008r3
629: Fixed main window sizing when running on windows and Moneydance is quit while the main window is minimized
629: Fixed column header display in income category registers
629: Homepage graph now shows grouped income/expenses in terms of base currency
629: Disabled payees are no longer shown in 'Send Payment To...' menu
629: More fixes to help window (only applies when running on older systems)
629: Added cmd/ctrl-D shortcut for downloading transactions in investment register
629: Fixed bug preventing preferences window from appearing when running on older systems
629: Fixed some keyboard focus issues in transaction register and splits window
626-628 2008-11-20
628: Fixed calculation of semi-annual items in budget report
625-626 2008-11-14
626: Fixed formatting bug from build 625 of commas in amounts
624-625 2008-11-13
625: Fixed keyboard focus in account/category popup on linux
625: Fixed formatting of some security values in the register (removed extra comma)
622-624 2008-11-01
624: Fixed focus/flicker problem in some secondary dialogs
624: Added button to reset the date used for synchronizing downloaded transactions
624: Fixed bug in income/expenses home page graph when values of different currencies are added without conversion
624: Fixed bug in which investment transaction reminders do not record
621-622 2008-10-01
622: No more out-of-memory errors when archiving large files
617-621 2008-09-29
621: Fixed focus problem when bringing up the edit-splits window
621: Fixed bug in which batch-changing the description field doesn't change the 'other side' of non-split transactions
621: Fixed change in transaction entry field appearance after recent update to Java on Mac OS X
621: Fixed change to preferences window so that it works in older versions of Java
621: Removed one pixel border from pie charts
621: Fixed bug caused by incorrect (or non-existent) sorting of budget items
621: Fix cleanup of temporary file when saving on systems that don't allow renaming files over existing files
621: Fixed parsing of OFX response headers, including if the <OFX> beginning tag is on the same line as a <?XML or <?OFX metadata tag.
621: include .png files in user guide
621: Changed line border for home page panels to match the toolbar background (light gray)
621: Modified account boxes on home page to show accounts with no name a bit more normally
621: Fixed bug in which having more than 512 currencies or securities would hose Moneydance if the exchange-rate/stock-price panels were set to appear on the home page
621: Fixed problem with incorrect offset of day headers in French and other week-starts-on-monday locales
621: Most error messages are now selectable to enable copy-and-paste
615-617 2008-08-06
617: Fixed bug in which register freezes when attempting to display a partial transaction
617: Fixed bug in automatic entry of new security prices in a non-base-currency account
614-615 2008-07-31
615: Added preference setting to determine date window for potential matches to downloaded transactions
615: Added currency symbols and "(Expenses)" label in cash flow reports
615: Select the account under the cursor in the account list when right-clicking
613-614 2008-07-27
614: Fixed bugs in open-external-url handler 614: Added HUD-style display of splits and other information for the transaction under the mouse cursor when holding down the alt key
612-613 2008-07-24
613: Increased contrast in Net Worth toolbar graph
613: Colors for same data sets in pie and line graphs now match
613: Graphical improvements to graphs
613: Updated German, French and Italian translations
609-612 2008-07-02
612: Filter capital gains report by date. Also display a message instead of a blank report if there were no gains for the selected date range
612: income/expenses thermometer graph now avoids jumping down a level when there is only one category in the thermometer if that one category actually has transactions
612: Updated transaction status icons to include an 's' showing whether a transaction is part of a split
612: Fixed trac tickets #811 and #1621 by setting the correct exchange rate for downloaded transactions that are initially assigned to categories with a different currency
612: Slightly lightened the background of the thermometer graph zoomer graphic
612: Ensure that the default entry field gets the focus when switching from another window or application, thus fixing some annoying behavior of the enter-password window
612: Fixed a bunch of bugs in the income/expenses graph on the summary screen
608-609 2008-04-29
608: Fixed another bug that prevented elimination of previously matched transactions from download list
607-608 2008-04-28
608: Fixed NullPointerException if the OFX authentication window is canceled
608: Changed transaction download to use old behavior in which previously matched transactions are removed from the list of downloaded transactions
606-607 2008-04-27
607: Capital Gains report now shows correct totals instead of zero
607: Reminders window now refreshes the list of reminders after a reminder has been edited
607: Added overall total to capital gains report
607: Removed confirmation for changing transaction status using the register's context menu
607: No longer show non-reinvested dividend transactions in cost basis reports
607: Added display of cash balance, number of shares and value of shares to investment accounts on home page
607: Account balance graph now averages the end-of-day balances instead of the balance after each and every transactions. For daily graphs the data points are now the end-of-day balances themselves.
607: No longer remove previously matched online transactions when importing from an OFX file. We now let the downloaded transactions view match them.
607: If an existing transaction in the register has the same FI transaction ID as a downloaded transaction but the amount is incorrect or the date is off by more than 15 days then assume the transaction ID is incorrect and they are different transactions.
607: Fixed alignment of popup calendar when displayed in small windows such as reminder notifications
607: Added GTE Cybertrust certificate which is used for new American Express OFX server
607: Fixed window layout and behavior when adding an extension that does not have a trusted signature
607: Added option to store online passwords in the data file when file encryption is enabled
605-606 2008-03-28
606: Fixed bug with top level categories being compared in same bar graph as their children in home page graph
606: Fixed bug in home page graph so that zooming in causes the top level container to adjust the scrollbar if necessary
606: Fixed re-drawing of version/extension panel on home page
604-605 2008-03-26
605: Fixed bug with date picker when weeks don't start on Sundays
605: Fixed bug in build 604 that prevented accepting downloaded transactions into investment accounts
603-604 2008-03-25
604: Fixed off-by-one date error on historic price calculation
604: No longer attempt to find similar or matching transactions in investment account downloads, fixing #1568
604: Fixed problem with account types being cut off in scrolling account/category popup
604: Minor tweaks to register fields and account popup code
604: Added drag and drop support for importing QIF, QFX, OFX, OFC files. Just drag the file to import into the main MD window or any register window (or onto the MD app icon on mac)
604: Added keystroke (cmd-d/ctrl-d) for downloading transactions from within a register
604: Got rid of icons for extension functions under the Extensions menu
604: Only show file name instead of full path in main window title bar when on a Mac (full path is available by cmd-clicking the proxy icon)
604: Fixed default import settings when we are creating a new data file from a QIF import
604: Got rid of confirm-transaction-changes preference as it is no longer used with new transaction editor
604: Fixed bug where negative actual income and budget amounts were drawn below the 0 axis
604: Increased maximum number of transactions displayed in homepage income/expense graph to 100
604: Transactions shown under homepage income/expense graph are now sorted by date
604: Improved storage of multiple account/category selection in memorized graphs and reports
604: cmd/ctrl-M now minimizes the main window and any secondary frames (but not dialogs)
604: updated built-in documentation
604: Additional/improved shortcuts for date fields including up/down arrows and spinning the month and year
604: Changed popup calendar date chooser to only display upon mouse click in date fields
604: No longer display black rectangle around most-recently-selected transaction (aka the shift-click anchor)
604: Fixed QIF export bug in which the sign of split amounts was reversed
604: Fixed focus issue with transaction register and transaction editor
604: Slight improvements to auto-create transactions behavior
602-603 2008-03-16
603: Relocated extension functions into the main Extensions menu instead of the extension toolbar popup with ambiguous icon
603: Fixed error in homepage income/expense graph when there is no data to graph
603: Fixed bug (#1523) with display of expanded/collapsed subcategories in the category window
603: Added "Show Transaction Details" entry to register popup which will display the XML encoding of the selected transaction in a text window
603: Fixed file saving on Windows (the Windows java broke the new save-to-tmp-file-then-rename function)
603: Keep mini-calendar lined up with date field when the field changes location
603: Display more appropriate day-of-week headers in mini-calendar
603: Get rid of annoying window asking for contact information on the first run
603: Fixed bug that caused seemingly random default dates to appear in new transaction editors
603: Fixed appearance of loan account register on mac
603: Fixed calculation of quarterly (tri-monthly) prorated budget items
603: Fixed background color of investment account tabs when not on a mac
603: Forced transaction editing fields to use the same font as the register
603: Made detailed balance HUD panel colors match the calendar popup
603: Changed popup calendar to not hide itself if a date is clicked
603: Pressing up or down arrows in the transaction status field will now display the status popup
603: Transaction status popup now shows the different status icons next to their label
603: Fixed account popup so that it doesn't keep growing every time it is displayed
603: Fixed bug that prevented VAT/GST splitting from being applied to transactions since build 601 (when undo support was added)
601-602 2008-03-02
602: Sweet new GUI date-picker for all date fields
602: Fixed bugs when editing transaction reminders
602: Slightly fade the rest of the register when editing a transaction
602: Fixed bug that bypassed normal shutdown process when closing the main window
602: Switched back to the curly style thermometer graph zoomer and added some lickable enhancements
602: Fix 'growing account popup' problem for vertical growth, at least
602: Added helpful text to register quick-search field when empty
600-601 2008-02-26
601: Fixed bug that prevented creation of new transaction reminders
601: Fixed foreground color of main account popup
601: Fixed calculation and display (in budget editor) of budget entries for non-categories. Budget entries for regular accounts (investment, bank, cc, loan, asset and liability) no longer apply to sub-accounts.
601: Show appropriate increase/decrease labels in reminder transaction editor
601: Fixed calculation of investment transaction total amount when there is a fee and the txn type is a SellXfr or a Short
601: File saving now writes to a temporary file and then renames the temp file to the main file after writing has successfully completed. No more EOFException when (auto)file saving is interrupted by a crash.
601: Fixed cmd-Y/ctrl-Y hotkey to synchronize tax dates and regular dates in transaction entry
601: No longer add asterisk to title bar when there is unsaved data if we're on a mac
601: Dimmed transaction register while editing a transaction
601: Fixed bug that prevented online transaction ID for downloaded transaction from being attached to local transactions. This is what caused the little 'i' to not appear on transactions that were downloaded.
601: Txn editor in register now fully closes (cancels) when the register is filtered
601: Added java property ("moneydance.checknum_series_threshold") to allow people to tell MD to look a specified number of days backwards when finding the previous check number.
601: Fixed bug that made already-matched transactions appear as default options when they should be low-possibility options.
583-600 2008-02-18
600: This release is the first public beta of Moneydance 2008 and includes a ton of small and large changes to Moneydance.
582-583 2007-10-19
583: Fixed a bug that could cause file corruption when downloading OFX investment transactions that were not mapped to a security and no 'matching' security was selected
581-582 2007-10-11
582: Investment transactions now do not set the current price for a security unless the transaction actually has a price
579-581 2007-10-10
581: Display an alert when an online payment request does not generate an error yet is ignored by the OFX server
581: Investment transactions now do not add an entry to the historical price list unless the transaction actually has a price
581: Changed toolbar buttons to appear correctly on Mac OS X 10.5
578-579 Moneydance 2007r2
577-578 2007-08-04
578: Fixed calculation of semi-monthly budget items
576-577 2007-08-03
577: Fixed calculation of annual budget items
575-576 2007-07-09
576: Incorporated full German translation from project Geldtanz
576: Allow user to match investment transactions with invalid CUSIP IDs with the correct security
574-575 2007-07-18
575: Added 'delete' button to transaction editor popup
575: Fixed code to detect valid CUSIPs
573-574 2007-07-15
574: Fix to deal with incorrect CUSIPs occurring in OFX files
574: Use newer account selectors in income/expense account info panels
574: Immediately re-sort accounts and categories when their parent is changed
574: Fix opacity of panels and other components in preferences
574: Eliminated redundant file window when the File->Import OFX/OFC menus are selected
574: Improved translation of OFX investment transactions into Moneydance investment transactions
572-573 2007-07-12
573: Made it so that both the backspace and delete key will delete a transaction in the register
573: Fixed problem with +/- buttons in budget window not appearing properly on windows
573: Improved conversion of online (OFX) investment transactions into Moneydance transactions
573: Eliminated redundant file window when the File->Import OFX/OFC menus are selected
571-572 2007-06-29
572: Reversed sign on balance display for income category register
572: Don't ask to confirm unsaved transaction changes if the don't-confirm-transaction-changes option is set
572: Updated certificate handling to accept Hewitt and Fidelity certificates
572: Many minor GUI updates
572: Added print function in account and category list windows
572: Added initial Persian/Farsi translation from Moin Ayazifar
570-571 2007-06-07
571: Fixed focus issue in transaction register from build 570
569-570 2007-06-05
570: Fixed bug introduced in 569 that caused transaction editor to not display or hide itself until the window was resized
568-569 2007-06-04
569: Added option to use non-prorated budget intervals
569: Fixed error on some platforms where pressing the delete key while editing a transaction will attempt to delete the entire transaction instead of just a character in the current field
569: Allow bypassing the change-PIN part of setting up an OFX connection
569: Fixed bug where the fee was being deducted from sell transactions improperly
566-568 2007-05-18
568: Added ability to change certain fields (check#, description, category, account and memo) for multiple transactions at once using the 'Batch Change' function from the register popup menu.
568: Revamped account and security information editor windows.
568: Added account balance popup/overlay to bank and credit card registers.
568: Fixed sort order for investment transactions in list of pending downloaded transactions.
568: Made scroll wheels work in account/category popups.
568: Account sections on home page will now remember their expanded/collapsed state.
568: Made online transactions marked as DEBIT, but with positive amounts, be recorded as negative.
565-566 2007-04-13
566: Fixed trac ticket #302 by making transaction report sort by date, check#, and then amount.
566: For dividend reinvestment transactions, the fee is now included as part of the dividend amount instead of being taken from the cash balance
566: Fix bugs in and improve transaction matching when attempting to locate similar transactions from which to copy the payee and category
566: Fixed properties that tell the built in https connection handler to use the proxy if one has been specified
566: Re-added income+expense and detailed income+expense reports that were lost in the previous update.
566: Added new OFX certificate from Verisign. This fixes a problem connecting to Florence Savings Bank or any bank that doesn't include the new cert in its cert chain.
564-565 2007-04-07
565: Embedded investment transactions list in investment register. Now uses the new investment transaction editor which allows users to change the transaction type or any other settings before recording the transaction. Also improved the display of investment transactions in the to-be-accepted list.
565: Reduced limit on number of items displayed in upcoming reminders window
565: Now excludes future transactions in dashboard net worth graph
565: Exclude transactions after the specified end date from the full size net worth graph
565: Fixed bug caused by merge of MD2006 and MD2007 code that caused external home page views to lock up build 564 on startup
565: Fixed problem where account background was not drawn
565: Improved matching algorithm for downloaded transactions
562-564 2007-03-27
564: Fixed a bug that prevented Moneydance from working properly when categories that were referenced in budgets were deleted
564: Added mnemonics to menus
564: Portfolio panel now updates when a security within that portfolio changes
564: Reset transaction download synchronization when online banking is disabled for an account
564: Added Open Recent sub-menu with recently opened files
564: Added ability for extensions to add property fields when editing accounts
564: Now uses the default java http/https handlers so that http proxy authentication works
564: Bill payment connections will now submit new payments as part of synchronization requests
564: Fixed bug in which report text was cut off vertically if the user's default font size was greater than normal
564: Added price field to the add-security/currency window
564: Fixed minor bug and improved performance in monthly calendar display
564: For transactions that have security prices, add the price to the security history if it isn't already there.
564: Fixed bug that caused new currencies with something other than two decimal places to not be able to parse and format amounts properly until a restart
564: Will now continue reading OFX response, even if an HTTP error code was reported
564: Fixed focus issue with edit-splits window and transaction editing in general
564: Made split totals update as the user types the amounts
564: Fixed net worth calculation by apply split ratios to all graphed transaction values
564: Switched second two colors in the thermometer graph
530-531 2006-09-17
531: Fixed bug that prevented extensions from registering home page components
531: Fixed bug that prevented the check type from being stored when edited using the preferences window
531: Made loan register indicate more clearly which transactions added to or reduce the principal
531: Fixed behavior of payee pop-up auto-completion
528-530 2006-07-27
530: Fixed DivXfr bug that caused dividend transfers to be a reversed (and doubled) transfer
530: Made OFX client send FILEUIDs only for some institutions
529: Modify online bill payment to deal with dropped payment requests on server
527-528 2006-05-10
528: Add explanation for "as of" field to reconciliation window
528: Add confirmation window when a positive reconciling balance has been specified for a credit card or liability account
528: Fixed terminology for 'finish later' reconciliation function in the UK locale
528: Fixed bug when creating new account or category from account/category list window if no current account/category has been selected
528: Re-display totals in category list window
528: Added support for authenticated proxies
526-527 2006-04-14
527: Improved scrolling in account popup
527: Fixed online status for icons in account selector
527: Set 'record' button as default in downloaded transactions window
527: Cleaned up loan account panel
527: Separated account list window from category list window
527: Made reminder notification windows more consistent
527: Rearranged Tools menu to be more logical and support separation of account and category lists
527: After auto-completing a split transaction, open the splits window automatically
527: Fix focus issue that prevented ctrl-L/cmd-L from working to open splits window
527: Splits window now has running total for deposits and payments
527: After deleting transactions, select the next transaction
525-526 2006-04-02
526: Global transaction search window now shows totals for transactions that matched the search if all of the transactions are in the same currency.
526: Added online balances to tool-tip for balance indicator.
526: When entering a value into the quick-search field at the top of a register, the "Balance" label changes to a "Total" label and indicates the total value of all transactions that match the search.
524-525 2006-03-28
525: Fixed time zone formatting in some OFX messages
525: OFX connections now send new payments separate from sync requests
523-524 2006-03-27
524: Fixed bug that caused releases between 519 and 523 to be unable to open some data files
522-523 2006-03-26
Fixed bug in investment register display that caused the register to not display when certain rare transactions were encountered
Fixed exchange rate entry in multiple places
521-522 2006-03-02
Reimplemented file backup system. Fixed bug that sometimes caused old backup files to not be cleaned up.
520-521 2006-02-28
Fixed category auto-completion bug
Added bill payment synchronization step before payment submission to account for some banks that don't seem to like combined submission and synchronization
519-520 2006-02-12
Fixed socked error when connecting to BB&T.
520-521 2006-02-22
Added additional payee/payment synchronization before sending new payment requests. This is due to some financial institutions ignoring payment requests if they are not preceded by a synchronization.
Fixed behavior with auto-completion when hitting the colon character to select the first matching sub-account of the currently selected account. It previously didn't work when there was an account with no sub-accounts selected that otherwise matched the typed characters.
518-519 2006-02-10
Fixed slider for stub-payee-x in check printing preferences.
Fixed bug caused by importing transactions via QIF with more than 65k characters.
Fixed bugs and generally improved intercurrency transaction editing (including in splits). Also made split columns stick according to account- and computer specific preferences.
517-518 2006-01-22
Fixed transaction selection when in single-line mode
Fixed issue where downloaded transactions re-appeared
516-517 2006-01-13
Made it impossible to resize register columns below 4 pixels
Better sorting and improved sort field indication in register header
One line mode and right-click sort menu now work properly
Right-click menu in register is now available from a popup selector at the top right corner of the register
515-516 2006-01-04
Fixed type-ahead selection of subcategories
Fixed category selection in split editor
514-515 2005-12-31
Lots of small changes and bug fixes
Added sort menu to register
Added context-menu button to top right corner of register (same as right-clicking)
Fixed bug when editing transfer transactions in investment register that were entered from a different account
Made auto-completion in category field look for case-insensitive matches if a case sensitive match isn't found.
Fixed alignment of register edit fields when register is resized or initially displayed
513-514 2005-12-12
Fixed auto-completion in splits window so that the category, amount, and tags are filled in when auto-completion is successfull
Minor fixes to display of inline transaction editor
512-513 2005-12-11
Re-added VAT/GST option for new transactions
Fixed column headers in splits window
Fixed a few more misc issues
511-512 2005-12-11
Re-added register printing
Fixed a few random bugs
510-511 2005-12-09
Confirm transaction changes when changing the amount of a cleared transaction
Fixed bug where an invisible field would still have the focus after editing a transaction
Updated French and German translations
509-510 2005-12-07
Fixed bugs in investment register
Added filtering by transaction tags to the transaction report
Online transaction list is now hidden when a new (non-line) transaction is entered
Fixed bug where tags were not retained in split transactions
508-509 2005-12-04
Preserve sort order in registers
Fixed bug where split window would show a blank row where the first split should be (until the window was resized)
Fixed bug that caused new transaction editor to not appear when register was reverse sort mode
507-508 2005-11-30
More updates to the beta release
Many smaller improvements and bug fixes
New split editor
Tags are imported from classes in QIF files
506-507 2005-11-23
More updates to the beta release
Integrated downloaded transaction list with register (for bank and credit card accounts)
Fixed right-click in register to get popup menu when running on Windows (control-click works on Macs)
Added mark-as-uncleared/reconciling/cleared actions to the register popup menu
Many smaller improvements and bug fixes
503-506 2005-11-20
More updates to the beta release
Online bill payments are now added to the register (but if you cancel a payment, you have to remove it yourself)
You can now send an online payment to any already-configured payee directly from the register online menu
Improvements to the investment register
Next Check# now works when using the +/- keys
502-503 2005-11-16
More updates to the beta release, mostly related to register actions and transaction selection
501-502 2005-11-15
Many updates to the beta release
500-501 2005-11-09
Many updates to the beta release
412-500 2005-11-07 - Moneydance 2006 beta 1
Huge number of changes. This version is now considered an 'unstable' beta version that should only be used for testing and not for non-backed up data.
409-412 2005-10-13 - Moneydance 2005r3
Made OFX connections overlap the downloaded transaction window, to make sure no transactions are lost due to servers sending strange dates back
Removed bug that caused Moneydance to freeze on some configurations when editing a transaction that had a one-letter long payee
Added (optional) automatic clearing of downloaded transactions during reconciliation
Fixed bug that removed two transactions from download list instead of one
408-409 2005-08-08 - Moneydance 2005r2
Fixed bug that caused transactions created from reminders to retain the creation date of the original reminder.
Fixed bug that caused some reminder transactions to not be matched to downloaded transactions.
407-408 2005-07-23
Fixed bug that affected registers opened in separate windows.
406-407 2005-07-21
Added shortcut keys for recording/accepting and deleting transactions in online transaction window.
Fixed currency translation for multi-currency accounts with starting balances in Net Worth graph.
Added 'amount' column to security detail txn list.
405-406 2005-05-02
Fixed problem where an invalid payee from an OFX server is handled more graccefully
Fixed look-and-feel handling and window size/location memory
Fixed balance calculation for accounts with sub-accounts in the account balance graph
Made online transaction list single-selection only
Fixed VAT/GST report to show the calculated rate instead of the configured rate
Fixed Spanish translation to use "e" instead of "y" in when printing checks.
In expense account info panel, allow selection of liability accounts as a VAT/GST destination.
Allow selection of any account type as the default category for investment accounts.
Fixed VAT/GST application when in the transaction editor.
404-405 2005-04-17
Improved auto-categorization and matching or downloaded transactions
Fixed bug from build 404 that prevented preferences from being displayed on Windows
403-404 2005-04-12
Fixed Brazilian check printing to not include the Reais label.
Additions to Greek translation
Added fix for number-pad comma key on some international keyboards
Added online categorization based on memo in addition to payee
Added "steel" option to list of available look-and-feels
Modified transaction editor so that online transactions are categorized based on the payee auto-completion
Will now use system browser (if available) to open URLs on Mac OS X
401-403 2005-03-26
Improvements to QIF import duplicate transaction elimination
OFX parser now recognizes more encodings so that international characters are understood
Auto-completion now starts with the first character typed
Beginning of a Greek translation added
400-401 2005-03-18
Changed address selection popup in transaction editor to use a scrolling selector
399-400 2005-03-17
Fixed bug (added in build 395) that prevented full import of QIF files that contain 'opening balance' type transactions
398-399 2005-03-16
Removed debugging messages that might slow down autosaves
395-398 2005-03-16
Added beginning of Greek translation
Fixed bug from build 396 that caused data file to not be saved (or be truncated) when exiting using Cmd-Q or the Quit menu on Mac OS X
Made graph key/legend show colors more clearly
Monthly reminders that fall after the last day of the month (ie Feb 30th) will now appear on the last day of the month
Added triple-DES encryption option
Fixed account signup when using different login/pin information at the same bank
Fixed add/edit security window when using GTK look and feel
393-395 2005-02-28
Improved duplicate elimination in QIF import
Fixed https support when using a proxy
Updated German translation
Misc small changes
391-393 2005-02-16 - Moneydance 2005
TAB key now moves the focus from the memo field
Notification and error windows now wrap lines
Misc small changes
393-394 2005-02-18
Improved duplicate elimination for some transfer splits in QIF imports
Fixed error causing split window sizes not to be retained
388-391 2005-02-13
Fixed rec_del_txn display bug
Double-clicking files on Mac now correctly opens/imports the file on Mac OS X
Sorted online payee list
Fixed annoying transaction editor behavior
387-388 2005-02-09
Fixed bug from build 387 that prevented extensions from being invoked from the toolbar
386-387 2005-02-08
file-open/save window now remembers the last directory/folder used
Fixed annoying transaction editor behavior
Made double-clicking to open or import files work better on Macs
Lots of little bug-fixes and improvements
385-386 2005-01-31
Fixed windows-size issue when running on Windows
384-385 2005-01-30
Many UI bug fixes
Windows now remember their size properly
Display file name in the enter-password window
Most windows can now be closed with Command-W/Control-W
Keyboard focus is now on the default input field for most new windows
Memorized reports are now displayed with the memorized name as the title of the report
383-384 2005-01-09
Improved Split Window Operation
Improved Investment Editor
382-383 2004-12-06
Improved Split Editor
Improved QIF Importing
Added 'Forget Authentication' menu
Fixed investment transaction editor display bug
381-382 2004-11-19
Added memo field option to some reports
Added OFC file import
380-381 2004-08-30
Added preference to allow override of online bill payment date restrictions.
Change in check printing to try and avoid Mac OS X disabled menus bug.
379-380 2004-07-09 - Moneydance 2004r3
Fixed error upon manual import of OFX/QFX files.
378-379 2004-07-09 - Moneydance 2004r3
Simplified and streamlined currency and security editing interface.
Allowed entry of exchange rate/security price relative to any other currency, not just the base currency.
377-378 2004-07-08
Re-enabled online banking financial institution lookup.
Added ability to graph the balances of accounts and all of their sub-accounts, including investment and security accounts.
376-377 2004-06-30
Fixed bug that caused Moneydance to continue the shutdown process after selecting the Quit menu, even when there was an error saving the data file.
375-376 2004-06-21
Fixed bug that caused a NullPointerException error when accepting a downloaded dividend reinvestment transaction with the default income account
374-375 2004-06-20
Allow the setting of multiple account numbers per payee in online bill payment
Included HTTP cookie handling in http implementation
Fixed bug that caused file corruption if online status information for one financial institution grew too large
373-374 2004-06-10
Several changes to investment transaction download/import
Fixed problem with date range disappearing from report headers
Added split expansion in transaction report
Wide reports are automatically printed in landscape mode
372-373 2004-05-28
More updates to OFX investment transaction synchronization
371-372 2004-05-20
Fixed handling of OFX correction transactions in merge-downloaded-transactions window
370-371 2004-05-17
Fixed online investment connections with financial institutions that required a BROKERID tag.
368-370 2004-05-10
Fixed numerous small inconveniences with investment account behavior.
Changed reminder transaction editor to carry over the main transaction values in the splits window.
366-368 2004-05-05
Fixed bug with downloaded account information that prevented the setup of more than one account from the same institution
Several small bug fixes and new features.
Changed country field to a pop-up choice to enforce selection of a country in online bill payment payee window.
363-366 2004-04-23
Fixed bug where investment transactions were labeled incorrectly when appearing in bank registers.
Added ability to change number of shares as well as price in reinvested dividends.
Revamped OFX import for investment accounts.
Added auto-completion when entering transaction reminders.
Added address selection in transaction reminders.
Completed French translation.
More sensible placement of buttons in reminder notification window.
Many small bug fixes and new features.
361-362 2004-03-30
Fixed bug where transactions on the current day would be highlighted as in the future if Moneydance has been running overnight
Fixed bug where OFX transactions that were identified as corrections to themselves were ignored in imports and downloads
Fixed bug in display of investment shares-in transactions in the investment account register
Separated security and currency lists
Added asset distribution graph back to the investment portfolio page (it used to only display if you had 3 or more different types (mutual, stock, bond, etc) of securities. Now it appears if you have two or more).
Added button to change the name of a budget
360-361
Redesigned OFX error reporting system
Added OFX support for investment functions (currently untested)
Miscellaneous GUI improvements and changes
359-360
Fixed bold font problem on Windows look and feel
Fixed QIF import for certain investment transactions
Investment register now scrolls to make the last recorded transaction visible
358-359
Fixed hang-with-hourglass problem when performing asynchronous online operations.
357-358
Fixed monthly, weekly, and quarterly period calculation (it was off by one day) for budget reports.
Added "beta" flag to preferences file if running this version. This means everyone who runs build 358 or higher will receive a free upgrade to the released version of Moneydance 2004.
356-357
removed "please wait" windows while performing online functions
fixed Detailed Cash Flow report so that the "include liabilities" option is included in the memorized report
fixed bug where payee list could get out of synch with OFX service
fixed bug where certain QIF investment transactions were imported with a negative price
355-356
OFX File import will now automatically link accounts in OFX files to Moneydance accounts
Fixed bug from build 355 that prevented the manual import of OFX files
Fixed bug that prevented creation of loan transaction reminders
Fixed bug that caused budget calculations to be off by one day in yearly report
Fixed problem that caused online banking connections on some versions of Windows to not connect
Fixed loan transaction reminder editing/scheduling window
Re-added arrow icon to menu buttons
354-355
Fixed setup process for online credit cards where the account information is provided by the financial institution.
Fixed bug where newly created reminders wouldn't work unless a "last date" was set for them.
Fixed bug where QIF imports for investment transactions would treat the first transaction as a "beginning balance" transaction if it was a "transfer in"
353-354
Fixed import of move-shares-in transactions from QIF files to allow very small prices/amounts
Added ability to increase or decrease font sizes
Redesigned OFX system to handle multiple datasets and accounts in one file
OFX authentication is no longer required if you have already entered your login/PIN in the current session
Fixed bug where payment|deposit dialog after entering splits reversed the sign
Added ability to specify separate amounts, prices, and number of shares in buy/sell-and-transfer investment transactions
352-353
Removed print settings storage because it didn't work in some JVMs.
Fixed some minor reminder notification interface bugs.
351-352
Fixed bug from build 351 that caused auto-committed reminders to show up with inverted amounts
The Actions->Memorize Transaction menu in the transaction entry panel now works for new and existing transactions
Category/Account List now updates properly when accounts are added/removed/deleted
Printer settings are now stored if running on Java 1.4 or higher. Unfortunately this also makes the print dialog less useful (at least on Mac OS X)
Fixed problem with some payment reminders appearing as deposits, and vice versa.
Revamped cost basis calculation code and fixed new bugs in the lot selection interface.
Auto-select more appropriate tab when a reminder is edited.
When an expense account is selected (from the chart of accounts) and the show-all-accounts preference is not enabled, the main account popup used to not show the newly selected account. This has been fixed.
Behind the scenes improvements to online banking connection setup.
350-351
Fixed bug when loading currency/stock history - all dates were listed as 1/1/1970. Unfortunately, if a data file was saved using build 350 all of your currency/security histories will be missing. We recommend reverting to a backup file from before build 350.
Fixed bug that prevented recording/deleting/memorizing transactions from the default transaction entry panel.
Fixed several other bugs.
328-350
This release includes a major update to the internals of Moneydance.
The data file format has changed slightly, and as a result older versions will not be able to open data files saved by this version (and higher) of Moneydance.
Added the ability for investment transactions (currently only buy and sell) to have a non-computed number of shares and amount field. This should avoid any rounding issues, and the need to adjust prices to make the dollar amount of investment transactions match.
Updated online banking error reporting. Build 328 had a bug which would result in the display of a NullPointerException whenever the online service reported an error. It now displays the error that was reported.
Stock prices on the home page are now formatted as a currency value.
327-328
Fixed bug that prevented clicks on the record/cancel/delete transaction buttons from working
326-327
Added ability to change report titles and sub-titles
Fixed report printing bug where subtitles went off the side of the page
Fixed encoding issue when saving a report to an HTML file
324-326
Many small UI changes
Provide capability to edit parameters of memorized reports
Began rewrite of online banking framework
323-324
Added available balance and ledger balance display for online accounts.
Fixed bug with auto-completion that was introduced in build 322
322-323
Added OFX SIGNUP support so that NetBank online banking connections work correctly. If you use NetBank, upgrade Moneydance to build 323 or higher, and re-run the "Setup Online Banking" process to reconnect to NetBank.
320-322
Merged online bill payment and online payees into one window
Fixed bug where online bill payments to deleted payees would cause the old payees to reappear in the payee list
Added "show other side" action to transaction editor
Many more under-the-hood changes
Added account# display for online payees (you may have to hit "refresh" to get this)
Added create-new-online-payee function
319-320
Enabled manual setup of OFX connections.
Enabled override of OFX client identifiers in the Network preferences panel.
Added interface to add/remove/modify online banking payees
Re-added file archiving feature
318-319
Fixed bug in synchronization of online bills that affected situations where multiple accounts at the same bank were used online.
Added loan and liability accounts to the cash flow report.
317-318
Fixed bug causing online-bills window to not display after synchronizing with the bill payment server.
Removed anti-aliasing rendering hint for all java 1.2+ versions. Now, in order to set the anti-aliasing rendering hint, edit your ~/.moneydance/config.dict file and add the following setting: aa_hint = y
317-318
Fixed bug causing online-bills window to not display after synchronizing with the bill payment server.
Removed anti-aliasing rendering hint for all java 1.2+ versions. Now, in order to set the anti-aliasing rendering hint, edit your ~/.moneydance/config.dict file and add the following setting: aa_hint = y
316-317
Reimplemented online bill payment submission and synchronization back-end code. This should fix problems encountered when submitting payments for Bank of America, USAA Federal Savings Bank, and possibly others where non-synchronized payment requests don't seem to work.
Added anti-aliasing hints for platforms that support it.
Online payments that have been processed or canceled for over a month are removed from the online payments window.
315-316
Fixed bug that caused the check type to not be saved after printing checks
Fixed bug that caused reminders amounts to appear with two decimal places, regardless of currency, when editing or committing reminders.
Fixed bug that caused online bill payment modifications to show up in the list of online payments, even when the modification was canceled or aborted due to a server error.
Fixed bug in balance forecasting extension that caused transactions with dates in the future to affect the projected balance in the wrong direction.
Made the balance forecasting window use the same date format as the rest of the program.
Made the balance forecasting graph appear as a stair-step rather than a straight line between data points in order to more accurately represent the forecasted balance.
Other minor modications and improvements.
314-315
Fixed several bugs and UI issues.
313-314
Fixed bug where some QIF transactions would not appear when importing from a downloaded file.
Fixed bug where an imported QIF Buy-and-transfer stock transaction actually appeared as a Sell-and-transfer.
312-313
Improvements to online bill payment window
Payee's name is now shown on the payment-details panel
Earliest possible payment date now calcuated and enforced in the payment-details panel
Importing downloaded QIF files now uses the same accept/match interface as the built-in online banking system
Improvements to split editor
The last remaining java 1.4 issue has been resolved
311-312
Major changes to VAT/GST system, including VAT/GST calculation when recording transactions, a VAT/GST transaction editor, and improvements to the VAT/GST report.
310-311
Big improvements to the online banking transaction-download window. The new interface provides the ability to intelligently add/merge/update transactions in the register with downloaded transactions.
Quick-search field in register now searches for matching descriptions in splits.
Added auto-completion to split editor.
Improved QIF importer to allow elimination of "duplicate" transfers that have the exact same amount and date but different description/payee fields.
Added VAT/GST auto-calculations when recording deposits as well as payments.
309-310
Improvements to online bill payment - saved the payee customer account number with each payee to use as the default for every new payment.
308-309
Improved elimination of duplicate transactions when importing investment accounts from QIF files.
When importing QIF files in "download mode", existing transactions are now marked as cleared if the corresponding transaction in the imported QIF file is also marked as cleared.
Fixed problem with VAT/GST support that caused auto-completed transactions to have the VAT/GST splits be incorrectly allocated.
Fixed problem with VAT/GST support that caused re-edited transactions to have the VAT/GST splits be incorrectly allocated.
307-308
Corrected more QIF import issues
A few other minor enhancements
306-307
Fixed bug that caused online transactions to keep showing up after every download for some banks
305-306
Fixed several transaction types in QIF import of investment accounts.
Worked around problem that caused a NullPointerException when submitting an online bill payment to certain banks using OFX.
Several user interface enhancements.
304-305
Minor changes to QIF import of investment accounts.
Misc changes to investment/security account GUI operation.
303-304
Fixed column labels refresh error in liability/asset account registers.
Fixed loan transaction calculation when initial principal transfer is present.
Added diagnostic errlog.txt file under preferences folder.
Added ability to set start balance for liability accounts.
Misc small changes.
302-303
Yet more improvements to QIF importer
Added temporary fix to allow selecting more addressbook entries when the addressbook has more entries than will fit on the screen.
Reselecting a bank from the list of available online financial institutions now causes the bank's network profile to be refreshed.
Several misc improvements
300-302
Several more improvements to QIF importer
- investment transactions should now have the proper signs and types
- security lists are now imported correctly (with ticker symbols)
hopefully fixed Mac OS 9 and OS/2 bugs
several misc improvements
300-301
Fixed VAT/GST report
Many improvements to QIF importer - mainly when handling investments
Fixed bug that made online banking signup not work
299-300
Made some minor changes to the addressbook implementation.
Fixed check-printing bug that caused the last page to not be printed if it had only one check.
Some minor interface improvements.
Fixed bug in currency history graph that caused an error if there was not enough currency history data.
Fixed the Yahoo! stock quote synchronizer so that Paris exchange securities now work.
Fixed the OandA.com exchange rate synchronizer so that it now downloads exchange rates from the proper location.
298-299
Fixed bug that caused a freeze when certain dialog windows are disposed under Java 1.4s
Add addresses to check part of voucher checkss
Synchronized transaction editor so fast scrolling in a multi-threaded java 1.4 won't corrupt transactions under java 1.4.
Updated VAT/GST support: improved VAT calculation when editing a transaction, added the option to choose liability accounts for VAT/GST destination. (hopefully) fixed hang when generating a VAT/GST report.
297-298
Included graphical installer for Linux (includes Java 1.4)
Changed online banking institution lookup mechanism to use DSA signatures in addition to SSL.
Updated crypto/ssl system to be compatible with Java 1.4 libraries (requires full reinstall of moneydance)
Change graphics from png to something that is supported on all platforms (gif)
Improved split-matching in QIF import
Numerous small changes
296-297
Fixed report printing bug that caused the second page of all reports to not be printed.
295-296
Fixed report printing error that cut off bottom of reports.
Fixed tab order in transaction editor when running under Java 1.4.
Fixed bug workaround on Mac OS X that caused the data file not to be saved automatically when quitting by using the application menu or command-Q.
Polished the GUI a little.
Fixed transaction register printing (cutting off bottom lines).
Fixed bug that caused the "choose file" window to be shown twice when selecting a file in which to save a report.
294-295
Fixed a bug that made QIF imports with split transactions not work correctly.
292-294
Changed the way VAT/GST is applied to edited transactions. Added memory debug flag (-memdebug) to print memory usage every few seconds. Trimmed memory usage for QIFDataReader a lot so that importing large data files uses less memory. Fixed initial size for chart of accounts. Made chart of accounts only display the sub-account total if there are sub-accounts. Note: Users of Mac OS 8 and 9 who have been having problems importing large QIF files, please download the full installer above (not just the moneydance.jar update).
291-292
Fixed cut and paste of account names into account selectors. Also added several minor UI improvements.
290-291
This version includes a new panel on the home page that contains short-cuts to common functions as well as memorized reports and graphs. Also new is the slightly trimmed account register header panel that reduces the size of the balance display.
289-290
This release fixes a possible NullPointerException bug in the QIF importer.
288-289
This release fixes the detailed cash flow when only reporting on specific selected accounts. This also adds the ability to save reports to delimited text files in addition to html files. Also improved is how loan accounts create the initial transfer to accounts with a different currency, and you can now change the starting principal/balance of a loan account and it will automatically adjust the amount of the initial-transfer transaction. One other note: If you have the stock quote downloader extension, you might want to download and install the latest version which handles securities on the london exchange better.
287-288
This release adds a "Detailed Cash Flow Report" and doesn't print the numbers on checks if the amount of the check is zero. This also implements the new split behavior that was discussed on the mailing list, and adds the same quick-search options to the find-transaction window.
286-287
This version allows people to import OFX files that have XML-style syntax. This also fixes a longstanding bug where the number of shares and dollar amount for an investment transaction was not adjusted correctly to counteract floating point inaccuracies. All investment transactions should now have the exact number of shares, dollar amount, and the closest price possible to the entered price. This should also fix the strange behavior on OS/2 when the transaction entry panel doesn't completely go away after a transaction is dismissed.
285-286
This version adds an easier configuration screen for VAT/GST tax rates and categories. This also adds back the ability to select the background color of the home page.
284-285
This version fixes a few user interface/window things, and adds the ability to select the printing API (ie Java 1.1 or Java 2) that is used.
282-284
This version fixes a whole bunch of minor issues and adds the ability to budget for liability accounts.
281-282
This version *definitely* fixes the lockup-after-saving bug that affected the last two previews. This version also changes the behavior when recording non-split transactions that have check numbers - now the check # is only stored with the main transaction, not the other part of the transaction.
280-281
This version fixes the lockup-after-saving bug that affected the last two previews. This one also adds more options for the register quick-sort field and adds the quick-sort field to more account register types (with the exception of investment register). Another addition to this version is that you can select which account types are included in the net worth report.
278-280
This version modifies they way old backup files are manage a bit, trying to avoid the lock-up that some people got when saving their files. This also adds the find-transaction menus back to the bank account detail view.
276-278
This version adds a transaction search/filter field to the bank account register. It also adds the ability to Control/Command-click on transactions to change their cleared/uncleared/reconciling status. Also new in this version is the ability to print addresses on normal check types. This comes along with a revised coordinate system for laying out voucher checks (the new way is more accurate, and it tries to auto-adjust if you were using the old coordinate system).
275-276
This version fixes a bug in memorized reports and URL handling when running under Java 1.1 (ie on Mac OS 9, and OS/2). This also fixes a bug that made it impossible to configure a credit card account for online banking.
274-275
This version adds the ability to invoke URIs and import files from the command line. This version also saves the sort order of transaction lists in the reconcile window.
273-274
This version adds the ability to include sub-accounts when reconciling as well as the ability to memorize reports (memorized graphs coming soon). This also includes a new, slightly more flexible, OFX parser.
271-273
Online bill payment is now enabled! A new printing system is now being used that should work better on all platforms. QIF import is also improved for investments and many minor changes have been implemented.
270-271
Disabled online bill payment. There are still too many issues for a public release.
269-270
Fixed a bunch more printing problems with OS X and OS/2. There are still problems with some things (like printing a copy of the register) but reports and check printing should work better now. Enabled online bill payment via OFX (Note: there is no "please wait" window so the program may appear to freeze while performing online operations). Added optimizations that allow much better performance when importing very large QIF files. Added the ability to select the currency in which to view/edit the current/historical price for a security.
267-269
Fixed a bunch of printing problems with build 267. Also added support for displaying/entering security prices and history in any currency. Also new is support for Miscellaneous income/expense transactions in investment accounts.
263-267
Enabled connections to many more online banks! Also made record button the default button when editing transactions (so that if you hit enter while in any field it should record the transaction). Report and check printing should now be much better on Mac OS X and other Java 2 platforms. Also, better importing of investment accounts and securities from QIF files.
259-263
Fixed a whole bunch of UI bugs and focus issues. Put new-transaction button back. Updated actions menu on loan accounts. Made report printing look better on all platforms. Made reconcile window work better and added unclear-all button, also added cleared amount total for deposits and payments.
255-259
A whole ton of UI changes and improvements. Extensions can now add items to the home page and the home page is more configurable. Also added a bunch of investment functions included cost basis calculation (average cost or lot identification).
253-255
QIF import effeciency increased. Several UI changes (some halfway finished).
249-253
Fixed split duplication bugs in QIF importer. Also fixed inter-currency transaction import in QIF importer. Several other improvements as well.
248-249
Fixed bug with investment transaction dividend editor. This should now work. If you have created and modified any dividend transactions you may have to delete them and re-enter them for it to work correctly.
246-248
More bug fixes and improvements. Investment transactions now work much better. This version also contains beta code that can connect to many online banking servers.
245-246
More bug fixes and improvements. Help works for everyone as do extensions. This is the version included with the 3.2 release.
243-245
Many bug fixes and improvements. Extensions now work under all platforms.
242-243
Bugfix for Java 1.1 users.
241-242
Added addressbook and voucher (one to a page) checks. Also hopefully fixed pre-reconciler window hang on OS/2.
235-241
More behind the scenes changes, bug fixes, etc. This is also the version released as 3.1 on the web site.
234-235
Added a ton of interface updates, made investment txn UI stuff much better. Moved reports/graphs to a tabbed panel type of interface. Made graphs look better. More changes to extensions which will soon be released (really!)
234-234
Fixed bug causing moneydance to not start on Mac OS 8/9 systems.
230-233
Many user interface improvements, automatic backup and auto-save, fixed budget tool when changing the selected budget, fixed bug that caused investment QIF imports to incorrectly calculate the amount/quantity of stock transactions. Made the application->Quit menu item ask to save the file before quitting. Changed hotkeys on Mac OS 8/9/X to use the Command key instead of the Control key.
229-230
Fixed date field problems with certain dates, and made date field much more flexible. Date parser/formatter is also much faster which should speed up many operations. Extension interface is improved to support more integration with the main program (extensions can now be notified of application events). Improved user interface for scheduling reminders, the edit-transaction-reminder screen should now fit completely on smaller screens. Various UI touch-ups. All unregistered versions now have a transaction entry limit, regardless of platform. Budget reports now have subtotals for expense/income groups. Budget report also does a better job of adjusting the budgeted amount for the time period of the report.
228-229
Made memo appear in second line of register for split transactions
227-228
Many performance improvements and bug fixes to investment stuff.
226-227
Improved French translation. Minor small changes.
225-226
Made file-open function more lenient when there are errors in a data file.
224-225
Misc fixes/translation changes. Also made accounts able to be hidden on the home page if they have no balance (this setting is specific to accounts... maybe I should change it to be a global preference).
223-224
Minor bug fixes, auto-completion on check# field made case insensitive and triggered with one character instead of two. More translations. Command-W (or Meta-W on other systems) now closes most windows.
219-223
More complete translations (except for Italian which was temporarily removed). Fixed bug when creating new file with German defaults. Generally a few performance improvements relating to investments and bug fixes.
218-219
Added support for parsing badly formatted time zones in OFX.
211-218
Fixed a whole bunch of minor bugs. Also fixed big bug that caused moneydance to lock up if the first line in a QIF file was blank. Also added a registration-key mechanism that eliminates ever having to install another license.jar file again.
208-211
Fixed selection bug in COA. Many improvements to investment stuff including new transaction types and a better QIF importer.
207-208
Added magnitude delimiters (commas) to most values displayed throughout the program. Tuned up some of the reports and graphs to work better, have more options, and give more information.
205-207
Bug fixes and minor enhancements to investment stuff. Also fixed COA Tree bug and account popup problem on OS X. Made credit card info panel ask for initial debt instead of starting balance.
197-205
Another whole bunch of small changes, as well as support for more investment stuff (sell short, cover buy). The portfolio page is refreshed a bit with a graph showing asset allocation across the different types of securities, and a portfolio value separate from the cash balance. Add/remove security functions haved moved from portfolio panel to investment register and security detail panel. Also the QIF importer now handles investment accounts to some degree.
193-197
Many many small changes, preparing for a release. Discover (the credit card) online account updating works now.
192-193
Online Banking! Well, for American Express at least. Also a fix for importing Italian QIF files and minor bug fixes and UI tweaks.
190-192
Many many small bug fixes, translation additions, and a few minor new features (can't remember right now... too tired)
189-190
Fixed bug that disallowed creating new currencies in the create-new-file window. Added "show hint" button to password dialog.
188-189
Changed net worth report to operate more like the home page. Fixed bugs associated with moving to UTF8 translation/info files.
187-188
Added complete Norwegian translation, and a bunch more incomplete languages. Added print-register button on search results window.
186-187
Added import from OFX capability, and made motif bug fix a little better.
185-186
Added the rest of German translation (thanks Jan and Guido!) Made window buttons consistent with platform UI guidelines. Added workaround for JRE 1.3.0 Motif look and feel bug.
171-185
This is a big one:
- Added data file encryption!
- Added downloadable extensions (aka plug-ins) with digital signature verification! More info on how to develop your own extensions is here
- Added dividend/reinvestment transaction type for investment accounts
- QIF export by date range
- Improved QIF import
- Added SA Rand to default currency list
- Added optional case-insensitive auto-completion
- Fixed bug in inter-currency reminders where exchange rates were reversed.
- Changed budget-calculator to guess your budget based on a date range, instead of the last N months.
- Made reports and checks all use the same (user configurable) font when printing
- Made create-new-file function set the default currency to the base currency
- Much more useful (and cooler!) currency translator
170-171
Fixed lock-up on OS/2 when edit-reminder button was clicked in the calendar view.
169-170
Fixed column sizes in split editor. Loadable modules now work, but need a GUI.
168-169
More complete Norwegian translation.
165-168
Changed display of credit card, liability, and loan balances back to their original "negative" display. Added print-register function. Dynamically loadable modules are implemented but not yet complete and accessible. Added more complete Norwegian translation, thanks to Ragnar!
164-165 Fixed bug that caused lockup when adding multiple securities without ticker symbols to investment accounts. Also made credit card balances appear positive, even though they have a negative affect on net worth.
160-164 Added delete-splits button. Splits can now have check numbers independent of their parent transaction. Added shortcut popup for date ranges in reports and graphs. Added partial Norwegian translation. Changed transaction editor so that typing a number in a deposit field zeros out the payment field (and vice versa). Added check printer calibration to the preferences window. A few minor improvements.
157-160 More small fixes. Added "exact match" option to QIF import. Added transfer-editor to invement transaction txn editor.
156-157 Bunch of small bug fixes/feature modifications. Also made it possible to assign budget amounts to non-leaf accounts.
154-156 A couple of minor changes. Added every/every-other/every-third/ etc to repeat-monthly reminder schedule.
152-154 Miscellaneous bug fixes.
151-152 Added proxy/firewall support as well as better support for asset/loan/liability accounts. Investment transaction editing is now looking much better and should be useful for basic investment tracking.
150-151 A few random bug fixes and added editable transaction status field to "split" transaction editor.
148-150 Fixed QIF import so that split transactions with transfers no longer result in duplicate imported transactions. Added auto-calculate features to budget manager to create a budget based on the previous N months income and expenses.
147-148 Fixed reminders so that auto-commit for zero days now works.
146-147 Minor bug fixes, added asset/liability/loan accounts to account popup (but not the homepage, yet). Decreased startup time by making HTTPS initialization only happen if necessary.
145-146 Fixed a couple of possible bugs: NetWorth report link from home page is now fixed, and some other small stuff.
144-145 Made splits editable in their respective accounts. Various changes to help things work better under Mac OS X. Added Asset, Loan, and Liability account types. Changed new-account window into a wizard. Fixed points-vs-rate loan calculator. Added auto-completion of check# field.
143-144 Fixed broken reports, added points vs rate analyzer to loan calculator. Made up/down arrow keys work in split editor. Changed look & feel preferences to support any installed look & feel (to support Aqua/Mac OS X!).
142-143 Added missing class (WebView).
141-142 Many under-the-covers improvements and bug fixes. Linked Net Worth line on the home page with the net worth report. Also implemented a generic mechanism for linking between resources within Moneydance. Added question that asks whether editing splits are payments or deposits in order to clear up the whole entering-split-payments confusion.
139-141 Added investment account register, improved portfolio view a bit. Fixed bugs with investment tracking. Made security detail performance graph show security performance relative to investment account currency instead of base currency. Added XML export and ability to open XML files. Fixed currency/security downloads - made currency downloads more accurate for smaller rates, made security download work relative to base currency instead of always USD. Added ability to delete non-empty accounts, and many other minor features
138-139 Made auto-completion of payee and account fields work on Mac. Hopefully also fixed the "too fast" bug with autocompletion on some systems.
135->138 Added printable reminder calendar. Made two-line register setting carry over to transaction search results. Added sort by status/check#