The Infinite Kind Blog

The Infinite Kind Blog

Moneydance 2020: Easier Imports, and a Deluge of Delightful Improvements

We’re excited to release a load of improvements to your favourite personal finance software. In addition, Moneydance 2020 is a FREE update to everyone who already has a valid license to Moneydance 2019!

Available for immediate download from our site, and very soon available on the Mac App Store as well as the Windows Store.

Here’s the list of changes and improvements:

  • Fixed drag-and-drop bug which didn’t import a file when it was dropped on a blank section of a register
  • Improved default account selection in the import-QIF-file settings window
  • Improved handling of quoted fields in tab/comma/etc delimited text file imports
  • Prevent invalid ‘orphan’ transactions from re-surfacing non-existent accounts referenced by them (those “Restored…” accounts)
  • Updated Brazilian-Portuguese translations (thanks Heitor Moreira da Silva!)
  • No longer use a separate font in transaction registers as the rest of the app
  • Remove amount sign override for downloaded transactions marked as “payment” in credit card accounts
  • Improve embedded browser compatibility with some banking sites
  • Use lightweight browser component to display reports, meaning that report columns are now auto-sized
  • Updates to fix printing issues on some Windows systems
  • Now uses new method for calculating cost and gain for average cost securities, taking stock splits into account
  • Tweaks to custom https/TLS used for OFX connections
  • Switch most cost and gain reports and graphs for Average Cost securities to use the new calculation method
  • Improved report printing clarity, column sizing, and spacing
  • Windows installer no longer overwrites the possibly customised Moneydance.vmoptions file
  • Improved text colour contrast in merge-transaction confirmation panel
  • Improved default scroll position behaviour, including making it dependent upon the sort order, when displaying account registers
  • When importing downloaded accounts or transactions, the account selection window now has the option to skip subsequent confirmation windows after selecting the destination account
  • Many under-the-hood updates to http/https support, including tweaks to make M and T Bank connections work for everyone
  • Improvements to transaction sorting selection and behaviour
  • Updated Python support, specifically with fixes affecting macOS Catalina
  • Improved appearance of color theme editor, including showing more descriptive labels for each color entry
  • Tweaks to file selection in open/import windows
  • Improved document file icons to better differentiate them from the Moneydance app icon
  • Allow customized font setting to apply to menus on non-macs
  • Updated text in register custom date filter button
  • Improved encoding of commas and large numeric values in tab-delimited report exports (and copying to clipboard)
  • Additional warning panel when an unsigned/unverified extension is loaded
  • Date changes on mobile transactions will apply to both normal and tax dates
  • No more drilling down into category registers – it just ends in tears. Bank and other account types still support it.
  • Fixed recording of loan account reminders to avoid possible extra zero-amount split when there is no escrow amount
  • Fixed printing of account and category lists
  • Added intermediate Thawte CA certificate for internally-managed connections to Voya
  • No longer show overdue section on summary screen if there are no overdue reminders
  • Fixed display of extension versions when there is a different version installed than is available in the directory
  • Added log message indicating the sync folder being used
  • Allow automatic category guessing to use transfer accounts as categories if the similarity threshold is high enough
  • In cost calculations account for the possibility that a non-zero number of shares adjusted for splits could be zero
  • Added progress indicators and status descriptions to all non-instantaneous import processes, and made long-running imports cancelable
  • Big performance improvements of long imports
  • Added Security Price History report
  • Use San Francisco font on macOS
  • No longer include inactive accounts in the batch-change-account account selector
  • Increase buffer size when exporting a backup/archive to significantly speed up shutdown
  • Ignore invalid security/currency prices/rates when importing from a QIF file rather than abort the import
  • Gracefully handle inaccessible internal documents folder
  • More fully reset sync parameters (including the old alternate/secondary sync folder path) when loading a file from an archive/backup
  • Fix bug when importing Quicken Essentials for Mac files that contained blank category names
  • Fix bug in which VAT/GST was applied to reminder transactions even when the checkbox was unselected
  • No longer create sync parent folders unless syncing has actually been enabled for a folder
  • Improved window layout and highlight colors for selected files in the Welcome Window
  • Added support for grouping some reports by fiscal year or fiscal quarter
  • Added Windows x86 (32 bit) installer, which includes preliminary compatibility with Surface Pro X
  • Fixed bug in which undo actions in the python/moneybot window didn’t apply to text edits
  • Workaround Magic Mouse issue which made selecting accounts from popups or displaying the calendar picker from date fields very difficult
  • Remove extraneous historical prices from the base currency upon loading
  • Added Account.setCreationDateInt(int) method to API
  • Fixed long-standing bug which prevented mouse cursor feedback to show when register columns are resizeable
  • Added detailed check number popup settings, accessible by selecting Edit List from the popup list. This includes a per-account editable list of entries as well as the option to include recent entries from either the same account or all accounts.
  • Transaction register bug fixes and tweaks
  • The color theme editor should now show names for all customisable colors
  • Fixed bug and improved layout of the extension management window, including the Updates tab
  • Ensure report viewer is scrolled to the top when first displayed