The Infinite Kind Blog

The Infinite Kind Blog

Sync up with Moneydance 2017

The rumours are true! Moneydance 2017 is available now, packed with improvements that make managing your money easier and faster. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. This version brings big improvements including the following highlights:

  • Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy.
  • Python! Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices.
  • Style! Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks.

A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Basically, we think of Moneydance as the Duck Duck Go of personal finance software.

Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included below.

If you’ve purchased Moneydance 2015 then this update is completely free. Anyone who purchased an older version gets 50% off the regular price when upgrading through the website; just a small thank you for being a loyal customer. As usual, we never force you to upgrade Moneydance: old versions will continue working for just as long as you like. We never “sunset” features or services, so if you purchase Moneydance you won’t end up on a never-ending upgrade treadmill.

You can download Moneydance 2017 from our website to get the latest release. If you don’t mind a few minor restrictions (such as not having the extension/plugin installer) you can even purchase Moneydance on the Mac App Store once this update has made its way through the review process.

We welcome your feedback as we work to make Moneydance more amazing! You can get in touch with us by email or on the web.

  • Added GeoTrust G3 certificate which is used by OneAmerica
  • Change default filename for exported backups to filename-YYYYMMDD.moneydancearchive
  • Files restored from backups/archives now take the name of the backup file by default, and will not overwrite the current version of the file with the same name
  • Always use the most recent printing API
  • Fix restoring/opening from a .moneydancearchive so that it disables syncing and resets sync path information for the reconstituted file
  • Improve layout of security matching window when importing investment data from OFX
  • Adjustment to QIF import to try and skip obsolete prices with auto-setting prices or exchange rates
  • Check if we have more recent historical prices before auto-updating the current price from a QIF import
  • Tweak currency/security price editing window and QIF importer so not overwrite manually updated rates/prices
  • Fix scaling and margins in built-in asset allocation and security performance graphs
  • Fix bug when opening an account’s associated web site for the first time if a specific web site hasn’t yet been set
  • Updated register split/combined icons and apply colour from toolbar foreground theme
  • Show full path to external files in the File->Open submenu
  • More intuitive matching of formatted date substrings in quick-search
  • Separate and sort data files by internal/external status as well as alphabetically in the File->Open menu
  • Improvements to security subtypes to ensure that any custom subtypes are synced across computers
  • Only allow sync passphrase to be changed if syncing is disabled, and show a message that other sync client’s passphrases will need to be updated to match
  • Add editor to the Python script runner window, along with a prompt to install the current script as a (temporary) extension if it contains a ‘moneydance_extension’ variable
  • Update format of tab delimited data export, and fix the export so that it only includes the selected account, if any
  • UI tweaks to budget detail table popup and the account selector
  • Fix budget calculation bug (thanks @ronnie_macgyver for the help!)
  • Fix problem with post-load verification of currency/security snapshots
  • Fix label positioning in asset allocation graph
  • Cleaned up portfolio allocation and other graphs
  • Update layout of the reminders view on the summary screen
  • Fixes to scroll bar thumb visibility and size
  • Add Entrust intermediate certificate to allow connections to M&T Bank Direct Connect
  • Reduce the amount of file updates pushed to dropbox or the configured shared folder
  • Add a local signal file that can be deleted to force moneydance to push new sync info to the shared folder or dropbox
  • Avoid certain situations which could cause the appearance of ‘restored…’ accounts or categories that overwrite the account or category info that it was intended to be restoring
  • Disallow selection of inactive categories as a default category for a bank account
  • Improve the auto-setting of exchange rate and security price information based on recorded transactions and transaction reminders
  • Tweak budget toolbar graph colours and style
  • Fix bug with security selector in investment accounts not updating properly
  • Fix duplicate action on investment transactions (including DivReinvest)
  • Fixed bug that prevented syncing from continuing when encountering an old txn log file that was closed uncleanly
  • Change display of the income/expenses homepage graph explorer to use dotted line guides for transactions and allow clicking on the entire row to go to that transaction
  • Added a total label for any overdue or upcoming amounts in the home page reminder panel
  • only show the Dropbox Folder method as a sync option if we’re not constrained to a sandbox
  • ⌘-T (or ctrl-T) in a register will now centre you on today’s transactions (or the location where a transaction with today’s date should be)
  • In the new budget view, show amounts in the “fancy” format (with currency prefixes/suffixes and thousands delimiters) but without decimal places. Unless the amounts are zero, in which case they are completely unadorned because you don’t care about the currency for zero values.
  • Added URL/URI scheme hook into Moneydance
  • Avoid potential error syncing data to mobile devices when an account doesn’t have a default category
  • Restructure how data files are validated and synced when opened
  • If debugging is active (ie the console window is visible) include a ‘show details’ action in the account list window context menu
  • Added syncing of attachments
  • Perform currency conversion when subtotalling in cash flow reports (fixes #3707)
  • Shutting down Moneydance or switching files now includes a more thorough clean-up process that runs in the background
  • Use a simplified sync settings window when a data file is a secondary sync node
  • Allow changing the encryption passphrase on a secondary sync node if the passphrase is no longer able to decrypt the test data
  • Updated Norwegian translation (thanks Gideon van Melle!)
  • Graph/report account choose now excludes inactive/disabled accounts by default
  • Improve performance when quickly changing the cleared status of many transactions (fixes #4936)
  • Fixed bug where duplicate transactions were not properly matched if they were correction transactions but were missing a correction ID
  • Ensure that temporary files are deleted if a dropbox API upload fails
  • The OFX login window now pre-loads the last known user ID
  • Correctly roll amounts from non-budgeted categories in the parent category in the budget report
  • Sidebar header nodes now expand/collapse on single click instead of double, matching the summary view behaviour
  • Fix drag action on split-register view (fixes #5194)
  • Fix bug in Income and Expenses report in which the transaction’s memo field wasn’t being shown correctly for investment and VAT transactions
  • When autocompleting text fields, if no match is found, revert to text as originally typed, instead of with what case autocomplete had (fixes #5111)
  • Reminder sorting on summary page now sorts by date and description instead of just date
  • Make sure budgets are imported correctly when upgrading from Moneydance 2011 or older
  • Fix category subtotalling in budget report
  • Refresh attachments panel after deleting an attachment, so there’s no ghost thumbnail
  • Using the ‘as of’ date in the reconciler window will now use the date-posted or online date of the transaction when determining if a given transaction falls within a statement’s date window
  • Automatic backups now occur after a file is closed
  • Replace ’60 days’ filter with a customisable filter button in bank and credit card registers
  • Remove exports to older versions of Moneydance (some of which may be unreliable)
  • Add export to JSON format, including all syncable objects, local file settings, and app context data such as version, date, and installed extensions
  • Add button to console window which will save a copy of the error message log
  • Add budget report option to subtotal categories (off by default), matching the calculations of Moneydance 2014
  • Save size and location of reminders window
  • Update investment account values in the sidebar when security prices change
  • When doing a manual backup, default to user-defined backup location, if one exists
  • Manually exported backup/archive files have the date in the default filename
  • Special handling if there is an unexpected error loading a data file
  • Fix small display bug in reminder editing window (fixes #4870)
  • Ability to edit custom theme colours in the preferences window
  • Improved error messages when filling out online payee details
  • Exclude items from budget when category is deleted (fixes #5184)
  • No longer auto-calculate prices and amounts in the investment register if we’re editing an existing transaction
  • Fix bug in which typing a new amount or price with the entire contents of an amount, price or rate field is selected will cause the auto-calculated amount to be reset to zero.
  • Improved behaviour when dealing with OFX correction transactions
  • Ensure that sure root account currency always matches base currency
  • No longer show categories in the VAT/GST transaction settings window account selector
  • In VAT report, sort transactions by date instead of cleared status
  • Fix issue on VAT/GST settings window in which it was sometimes impossible to set the taxable category
  • When editing values in the VAT/GST settings window, remove an entry when a date is deleted
  • add __file__ global variable when executing a python script in the console
  • Added sample Python script with a template for a basic script and installable extension
  • Add option to use tax date in Income and Expenses, VAT/GST and Transactions reports
  • More frequent file consolidation to improve performance
  • Add list of ‘generic payee’ regular expressions to reduce the matching score for transaction descriptions like ‘CHECK[ #][ ]’
  • Fixed transaction matching bug in which some previously downloaded transactions were incorrectly being offered as merge candidates for newly downloaded transactions
  • Refresh budget table and summary amounts when rolling over or calculating from previous periods
  • Update app icon for Linux installers
  • Fix support for importing OFX files with Japanese characters.
  • Fix drill-down references to avoid jumping into a category register
  • Refresh budget table and summary amounts when rolling over or calculating from previous periods
  • Add Entrust CA certificate
  • Add built-in support for Python, including the creation of sample script templates and a script runner menu that loads scripts and runs them using the built-in interpreter
  • Added support for extensions written in Python
  • Added a flag to certain OFX services (looking at you Citi Cards) that tells Moneydance to ignore transactions before the download date window
  • Fix merge-downloaded-transaction bug which could cause existing duplicates to not be listed as merge candidates, even if they were nearly identical, if there were more than one transactions with the same amount on the same date
  • Fix misalignment of horizontal transaction separator lines
  • Additional data integrity checks
  • Use base currency in Income and Expenses report when selected account is not the root account