It’s been a long time coming, but the first public update to Moneydance 2007 is now here. This update includes a bunch of new features and a lot of bug fixes or minor interface improvements. If you are already running Moneydance you can click on the “check for new updates/extensions” link on the main screen or the updater extension.
This update is free for everyone who has purchased a license on or after January 1, 2004. The upgrade is half price ($15) for all other customers and a paltry $29.99 for everyone else. Of course, we have a free download and a very liberal trial period to let you get a good feel for what Moneydance can do before committing.
Some of the highlights of the update:
- Added print function in account and category list windows
- Added Open Recent sub-menu with recently opened files
- Added non-prorated budget interval option
- Added batch change feature to quickly change certain fields for many transactions at once
- Improved matching algorithm for downloaded transactions
- Improved interface for editing split transactions
- Many minor interface improvements and bug fixes
For the full list of changes, click the read more link below.
- Added print function in account and category list windows
- Added Open Recent sub-menu with recently opened files
- Fixed calculation of some budget item intervals
- Incorporated full German translation from project Geldtanz
- Allow matching of investment transactions with invalid CUSIP IDs to the correct security
- Use newer account selectors in account and category properties windows
- Accounts and categories are immediately re-sorted after being changed
- Removed redundant file window when the File->Import OFX/OFC menus are selected
- Improved conversion of OFX investment transactions into Moneydance investment transactions
- Made it so that both the backspace and delete key will delete a transaction in the register
- Fixed problem with +/- buttons in budget window not appearing properly on windows
- Reversed sign on balance display for income category register
- No longer confirm unsaved transaction changes if the don’t-confirm-transaction-changes option is set
- Updated certificate handling to accept Hewitt and Fidelity certificates
- Many minor GUI updates
- Added initial Persian/Farsi translation from Moin Ayazifar
- Added non-prorated budget interval option
- Allow bypassing the change-PIN part of setting up an OFX connection
- Fixed bug where the fee was being deducted from sell transactions improperly
- Added batch change feature to quickly change certain fields for many transactions at once
- Added account balance popup/overlay to bank and credit card registers
- Fixed sort order for investment transactions in list of pending downloaded transactions
- Made scroll wheels work in account/category popups
- Account sections on home page will now remember their expanded/collapsed state
- Made online transactions marked as DEBIT, but with positive amounts, be recorded as negative
- Transaction report now sorts by date, check#, and then amount
- For dividend reinvestment transactions, the fee is now included as part of the dividend amount instead of being taken from the cash balance
- Fix bugs in and improve transaction matching when attempting to locate similar transactions from which to copy the payee and category
- Switched to the built-in java URL connection handler which includes proxy support
- 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.
- Improved the display of investment transactions in the list of downloaded transactions
- Embedded downloaded investment transactions list in investment register
- Use new investment transaction editor for downloaded transactions. This allows users to change the transaction type or any other settings before recording the transaction.
- Reduced limit on number of items displayed in upcoming reminders window
- Excludes transactions after the “end” date from the quick-view net worth graph
- Improved matching algorithm for downloaded transactions
- Fixed a bug that prevented Moneydance from working properly when categories that were referenced in budgets were deleted
- Added mnemonics to menus
- Portfolio panel now updates when a security within that portfolio changes
- Reset transaction download synchronization when online banking is disabled for an account
- Added ability for extensions to add property fields when editing accounts
- Bill payment connections will now submit new payments as part of synchronization requests
- Fixed bug in which report text was cut off vertically if the user’s default font size was greater than normal
- Added price field to the add-security/currency window
- Fixed minor bug and improved performance in monthly calendar display
- For transactions that have security prices, add the price to the security history if it isn’t already there
- 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
- Will now continue reading OFX response, even if an HTTP error code was reported in order to get a more detailed error message
- Fixed focus issue with edit-splits window and transaction editing in general
- Made split totals update as the amounts are typed
- Fixed net worth calculation by applying stock split ratios to all graphed transaction values
- Switched second two colors in the thermometer graph to aid visibility