We’re excited to release Moneydance 2024.3, bringing a range of bug fixes, usability improvements, and some cool new features to enhance your experience. While this is a smaller update focusing on refinements, it includes significant enhancements to net worth calculations, investment tracking, and syncing performance—plus a few quality-of-life additions that should make managing your finances even smoother.
This will be the last update before Moneydance 2025, which will introduce even more substantial improvements. In the meantime, here’s what’s new in 2024.3:
- Fixed a bug that sometimes caused deleted accounts to reappear if they had been in the sidebar at the time of deletion
- Improvements to net worth calculations, including an option to exclude specific accounts as well as options to include future transactions
- Added a register icon (blue circle with line through it) to indicate transactions that have been downloaded and merged
- Added an ‘Un-Merge from Download’ action to the transaction register popup menu, for local transactions that have been merged with downloaded transactions
- In the Securities window, there are now options to show or hide securities with zero/nonzero balance, or based on active/inactive status
- that had been merged with a downloaded counterpart
- When removing a security from an investment account, you now have the option to remove the security from the file if it isn’t used in any accounts
- Added Security Details report, to make it easy to view and export all of the details you could ever want
- Reminders list improvements, include a maximum width, showing next occurrences, and sorting the list case insensitively
- Fixed bug on linux that prevented using the up/down arrows to select items in register field popups
- Added a quick-search field to the filter the Securities window to quickly find specific securities
- Improved layout of the check number popup configuration window
- Fixed a bug which in rare circumstances could cause the accounts list window to not show any accounts
- Fixed a bug which in extremely rare circumstances could result in very large sync files being uploaded
- The QIF import window now remembers its size and location for subsequent imports
- Fixed bug in which the summary page expenses browser would draw long transaction descriptions over the amount
- Changed some default http timeouts from 5 minutes to 1 minute to try and catch an occasional dropbox connection getting stuck
- Added a default fee category setting to investment accounts, which is applied to all new or downloaded investment transactions
- The investment register now shows full paths for categories and fee categories
- Improved performance of iCloud Drive syncing, especially when there are a large number of changes
- Added preferences setting to specify the first day of the week (overriding system default)
- Fixed report printing bug
- Allow investment transaction fees to be assigned to income categories
- Fixed excruciating pauses after changes are made when iCloud Drive syncing is enabled
- Fixed excruciating pauses after changes are made while the Net Worth toolbar graph is visible
- In the Currency and Security list windows, inactive/hidden values are greyed out
- Improved rounding and display of prices and exchange rates
- Added per-security and per-currency option to display prices using a reduced number of decimal places
- Various reports now show inactive accounts greyed out
- Bug fixes to the net worth toolbar graph and summary page value
- Performance improvements to the net worth toolbar graph and summary page net worth calculation
- Added more context menus on right-click, including the option to copy most numbers shown in investment views and report cells
- Python extension can now add custom summary page views declaratively
- Case-insensitive sorting to accounts and categories in popups and reports
- When saving reports or graphs to a file, use the title as the default filename in the save window
- Moneydance now automatically assigns the current exchange rate to inter-currency transactions synced from mobile devices