Updated: Mon, 19 Aug 2024 09:00:00 +0000 Moneydance Preview Updates https://infinitekind.com/preview Moneydance 2024.2 build 5146 (Mon, 19 Aug 2024 09:00:00 +0000) * On the Reminders view, you can now type into the quick-search field to filter the list of reminders * Also on the Reminders view, a summary of each reminder's schedule (daily, weekly, monthly, etc) is shown in the list next to each reminder * In the Advanced Search window, when searching by description, there is now a checkbox to also look for the same text in the memo field * Portfolio view now sorts securities case-insensitively * Fix an issue from the previous release in which deleting an account would sometimes not update the sidebar or accounts window until after a restart * When a downloaded and unconfirmed transaction is selected in a register and the amount of the transaction has been reversed (+ to -, or vice versa) use the edited amount when finding merge candidates * Improved appearance of the choose-security window when downloading from Moneydance+ or OFX * Added keystroke (mac: control-shift-D, win/linux: control-alt-D) to duplicate the selected transaction in the register * Save more information from the original source in transactions and securities downloaded via Moneydance+ * The currency or security selectors in the price history report now show currencies or securities as greyed out that have been hidden from the summary page * The 'Edit Account' window now has a minimum size to ensure all fields are shown, and also resizes more sensibly when editing the main account (from the summary page) * In the Console window, there are now options to disable or enable different types of logging * Fixed an issue in which the print-in-landscape setting would not work properly for some reports * Improved UK-English text in menus and buttons * Now shows a splash screen when launching ------------------------- Moneydance 2024.2 build 5142 (Thu, 01 Aug 2024 22:00:00 +0000) * don't change extensions of user-selected filenames if the extension isn't in the acceptable list * additional console logging and data stored when downloading Moneydance+ securities and transactions * fix removing of sidebar nodes when handling an item-removed notification * fixed bug in Security Performance graph in which graphing by value over short ranges resulted in an error * Fixed bug in Cash Flow report to prevent an error message when no transactions match the report criteria * In the Graphs & Reports window, memorized graphs and reports are now shown at the top of their respective sections * Fixed bug in which transaction entry in investment accounts previously showed security accounts in the fee category popup. It will now show only expense categories * Fix bug with preview build 5141 in which selected currencies in the security performance report would be deselected if they were originally selected by account type in a previous version of the report * Minor interface tweaks on the mini graph and mini report window buttons ------------------------- Moneydance 2024.2 build 5141 (Sat, 20 Jul 2024 21:30:00 +0000) * Fully fixed bug in the previous preview build 5140 when duplicating register transactions from the other side of transfers * Fixed a compatibility issue with the previous preview build that prevented some extensions from loading * Show message in status bar when making a backup ------------------------- Moneydance 2024.2 build 5140 (Fri, 19 Jul 2024 14:00:00 +0000) * Fixed bug in preview build 5139 which would show two 'Remove from Sidebar' menus on memorized reports in the sidebar * When right-clicking on entries in the sidebar to show a context menu, the clicked entry is now highlighted * Fixed a bug in recent preview updates in which local settings were sometimes not saved after closing a file or restarting * Fixed a bug in which duplicating a transaction in the register would have incorrect behaviour when the transaction was the 'other side' of a transfer * Ensured preferences are saved immediately after switching a register to two-line mode * When exporting a backup file on macOS, if the selected file had no extension then one is now added. This works around a bug in the macOS file chooser in which clicking on an existing file selects that file without the extension. * Improve security selection interface in Portfolio History report configuration ------------------------- Moneydance 2024.2 build 5139 (Fri, 21 Jun 2024 22:15:00 +0000) * In the Memorized Graphs and Reports section of the summary screen, you can now right-click the links to choose whether the link (and future clicks) should open the graph or report in a mini window, a new main window, or in the current window. * When typing to enter a category name for a transaction, if there are no categories with the typed text then a button is shown to create a new category with that name * Fixed an issue with QIF exports in which some transfer transactions would be exported with blank payee field ------------------------- Moneydance 2024.2 build 5134 (Wed, 12 Jun 2024 18:00:00 +0000) * More improvements when opening transactions and accounts in new windows from the sidebar, summary page, and register * Improvements when opening a synced file to show more details about entries in the availabled synced files list ------------------------- Moneydance 2024.2 build 5132 (Fri, 07 Jun 2024 14:30:00 +0000) * Enabled remove-from-sidebar popup menu for budgets * When opening accounts in new windows from a context/right-click menu, offset the window compared to the previous window ------------------------- Moneydance 2024.2 build 5130 (Fri, 31 May 2024 13:00:00 +0000) * Fixed issue with Transaction Filter report when filtering by cleared/reconciling/uncleared transaction status * Improved date range presets so that reports based on fiscal years (or quarters) that end on the last day of a month work as expected on leap years and on months with different numbers of days. * Also improved date range presets by adding the ability to shift month/quarter/year-to-date periods * Bug fixes, performance improvements, and interface enhancements to Foresight graphs * Fixed bug in which check addresses didn't appear in the check-printing preview of the preferences * Fixed bug in which sidebar sections collapsed after some account changes or when certain items were added to or removed from the sidebar * Fixed bug in which sidebar section expansion states were not remembered after restarts * Fixed bug when typing into the search field while the investment bank register was visible, which would switch to the main investment register instead of filtering the bank register. * Made the import currency and import security history windows resizeable and prevent some items from being cut off * Fixes to cost basis calculation, including avoiding freezing in certain situations * Fixed a bug in which the 'as of' date was not observed in the Portfolio Report * Improve return and tab key handling in historical prices table. Pressing return now saves edits and moves to the same column in the next row. Tabbing now moves to the next column, and to the next row if the cursor is in the last column * Fix bug in which windows previously located at position 0,0 on the screen are moved to the center (and possibly sized badly) upon being restored * Fixed a bug in 2024.1 in which pressing return while in register date fields would move the cursor to the next field instead of recording the current transaction * Avoid showing the file name twice in the main window title bar when the summary page is displayed * Improved searching transactions based on description and memo fields in the advanced search window, Transaction Filter report, and Investment Transactions report * Added unrealized gains to investment portfolio and security detail screens * Display a message when a security's cost basis cannot be calculated due to an invalid state * Added an option to the Capital Gains report to choose whether to display long and short term gains separately * Added space where needed between labels and values in reports * Slight tweak to rounding of share values in between multiple stock splits * When deleting a currency or security that is still in use, the message now shows where it is used * Minor UI improvements to the extensions manager window ------------------------- Moneydance 2024.1 build 5118 (Fri, 19 Apr 2024 13:45:00 +0000) ***Please note that if you have not purchased a Moneydance 2023 or 2024 license, this update may require a paid upgrade. The previous update may have incorrectly run as a free upgrade in some situations.*** * Fixed bug with window sizing and positioning in some multiple-monitor configurations * Fixed license key entry window that caused the entry field to all but disappear when the window size was slightly narrower than usual * Fixed license key verification issue when checking upgrades from previous versions * Changed API to keep compatibility with Find-and-Replace extension ------------------------- Moneydance 2024 build 5117 (Tue, 16 Apr 2024 16:30:00 +0000) * Fixed bug from earlier builds of Moneydance 2024 which prevented the manual entry of recently purchased license keys ------------------------- Moneydance 2024 build 5116 (Tue, 16 Apr 2024 14:00:00 +0000) * Fixed bug in previous preview in which sidebar items weren't always sorted alphabetically * Sidebar items are now sorted case insensitively * Changed file chooser on windows to support opening "bundles", such as .moneydance files! * Reordered predefined date range options in the popup list ------------------------- Moneydance 2024 build 5115 (Mon, 15 Apr 2024 18:30:00 +0000) * Fixed bug from previous preview in which non-memorised graphs and reports didn't remember their sidebar setting * If performing a batch change on transaction amounts, any currency conversions will now use the date of each transaction when calculating the exchange rate or price ------------------------- Moneydance 2024 build 5114 (Mon, 15 Apr 2024 11:00:00 +0000) * Improved extension compatibility over previous preview version ------------------------- Moneydance 2024 build 5113 (Mon, 15 Apr 2024 02:00:00 +0000) * Batch Change Amounts: You can now change the amount for all selected transactions at once, using any mathematical expression, by choosing Batch Change -> Amount in the register menu. For example, to reverse the value of the selected transactions, use "{value} * -1". Or, to convert the selected transactions from Euro into the currency of the register, enter "{value} EUR". Try it - it's undo-able! * Searchable Accounts and Categories: You can now filter the accounts and categories windows by name, type (bank, credit card, etc), currency, or security. Type "Bank" to show all bank accounts, or "AAPL" to show any shares of Apple across all investment accounts. We also made it easy to expand or collapse account hierarchies, and added an option to hide inactive accounts. * Date ranges are now super-powered, with more predefined ranges available ("Last 180 days", etc), but you can also customise the offset and size of most date ranges by shifting them to earlier or later periods. For example, the range "Last Year" can be offset by -1 to get the previous year, or multiplied by 4 to get the last 4 years. These customisations are remembered when switching or memorising graphs and reports. * Enhance auto backup settings with the ability to save and keep multiple backups per day, rather than just the last saved per day. * More context menus! The right click menu (control-click on Mac) on accounts or transactions now shows more options, including removing/adding accounts to the sidebar, as well as editing, reconciling, adjusting a balance, or opening an account in a new window. * Improved restoration of window locations and sizes, especially when using multiple displays. * Improved Python scripting window and the included sample code. * Mousing over account pickers and most buttons now highlights them to show they are clickable * You can now record transaction reminders by pressing command-return (or control-return) * Recording a transaction reminder is now undo-able * Fixed batch changing of check numbers * Properly handle alt and control-clicks correctly on windows, and modifier clicks more consistently throughout the app * Fixed truncated Summary Page views * Make buy/sell markers on security detail graph better align with price history points * Reset security detail graph and summary information when no security is selected in an investment account * When batch-changing transaction dates, also change the tax date if it was originally the same as the primary date * On Windows and Linux, mouse clicks with modifier keys (control, alt, etc) are now more consistent with platform standards * Allow adding categories to the sidebar, but only from the Categories window * In the Advanced Find window, searching for cleared/reconciling/uncleared transactions no longer returns transactions for which only the other side of transfers matched the search * For type-able account and category fields, the picker popup isn't displayed as aggressively (ie simply by the cursor being in the field) * Faster syncing with iCloud Drive due to a new implementation * Include option to edit securities in the account context menu * Fix bug (windows only) in which the selected account in MDPlusAccountsPanel showed a big white rectangle instead of the account name * Added tooltips for various buttons, notably the split/combined register icon * Added the ability to show raw account details from the standard account popup menu * No longer try to generate a currency graph if there are no currencies * Whether accounts and reports are present in the sidebar is now synced across devices * Remove internal print service preloading and caching, which should no longer be needed * Fix issue on Windows that sometimes prevented the File->Open menu from working * Improvements to Console Window to reveal the locations of special folders such as sync folders, backups, settings, etc. Loading speed is improved when showing large log files. * Inactive accounts in the sidebar are now shown greyed out * Console log: messages now have timestamps * Fixed a bug in which Foresight homepage graph settings are invalid after switching files * Clicking the balance label at the bottom right corner of a register now shows additional details about selected transactions * In register and summary screen quick-search, you can now search and filter for investment actions (e.g. Buy, SellXfr, etc) * Third party extensions can now add items to popup menus for accounts and transactions * Third party extensions can now use Moneydance's internal logging mechanism * You can now set investment action filters on various investment-related graphs and reports * When reconciling investment accounts, the default target amount is taken from the cash balance of the investment account, not including security values * Improved online banking download error messages with actual details of the account and other key information * Fixed investment account lot chooser/editor matching when splits are involved * When opening a graph or report in a new window (with right-click on its sidebar entry), show a full moneydance window and not just the single graph or report * When a register is split, performing a select-all action (command-A or control-A) now only selects transactions in the focused part of the register. If all transactions are already selected, deselect them. * Improved mouse click handling in popup windows * Fixed Portfolio report to show ROI of zero when all inputs were zero * Fixed multiple issues with cost basis and capital gains calculations, with both average cost and lot-based methods. All reports and screens now use the improved and consistent calculations. * Capital gains and cost basis reports now highlight negative values in red * Cost Basis reports now show a grand total row, with negative values in red * Account Balance and Portfolio reports now have options to exclude investment account cash from balance and cost basis calculations * Copying report contents to the clipboard now provides the option to copy as html, comma- or tab delimited text, as well as to encode the data for Excel. * The Security Performance graph now includes all price changes instead of stopping with the last transaction for the security * Improved Summary screen layout so that accounts, reminders, and other long names no longer make the screen too wide to fit the window * Fixed transaction search to properly match memo fields * Fix bug in which searches for description/payee fields might not catch mismatched splits * Pressing return in date fields moves to next field but only if no modifiers are pressed * Fixed a bug in Transaction Filter report when no account field was selected in OR mode * Fixed a bug in the Capital Gains report for unrealised gains with average cost tracking, which previously returned zero or an incorrect number * Fixed occasional text drawing glitch in the quick-search field * Include split transaction amounts when searching from the quick-search field * Minor improvements to the memorised graphs and reports window * Allow transaction sync to continue if a non-decrypt-able file is encountered ------------------------- Moneydance 2023.3 build 5064 (Tue, 05 Dec 2023 10:00:00 +0000) * Fixed error when encountering certain unrecognised investment transaction types in downloads or imports ------------------------- Moneydance 2023.2 build 5062 (Sat, 02 Dec 2023 11:00:00 +0000) * Changes to API to keep compatibility with some extensions, such as the PayPal Importer ------------------------- Moneydance 2023.2 build 5061 (Wed, 29 Nov 2023 19:00:00 +0000) * Fix problems loading or installing some extensions in Moneydance 2023.2 * Fixed a bug that would cause all amounts to appear multiplied by 100 when opening a data file that had no currencies * Show a thousands separator when showing large numbers of shares on the summary screen * Improve backup performance * Various tweaks to maintain compatibility with pre-2023.2 extensions ------------------------- Moneydance 2023.2 build 5060 (Mon, 27 Nov 2023 13:00:00 +0000) * When extensions can't be loaded due to code incompatibility errors, don't show a message and do unload the extension * Use 2 decimal places in the fallback currency, which is used if there are no other currencies ------------------------- Moneydance 2023.2 build 5059 (Fri, 24 Nov 2023 23:00:00 +0000) * No significant changes since build 5058 ------------------------- Moneydance 2023.2 build 5057 (Sat, 18 Nov 2023 13:00:00 +0000) * On Windows and Linux, Moneydance now allocates a maximum amount of RAM relative to the amount available on the computer * Fixed reminder autocommit scheduling, which could sometimes run twice when switching between files * Reduce unnecessary Moneydance+ console messages * Removed ghost entries of Extension Manager in the window menu after extensions are loaded by being dragged onto the Moneydance window * Line graphs now (mostly) include zero on the Y axis, for reference. Don't worry, you can always zoom in to get more detail by dragging a rectangle on any graph * Fix an issue that caused a data set with no name to appear in the security performance graph * Fix an issue when we receive security downloads from Moneydance+ or OFX which had missing or blank security IDs * On Windows and Linux, added an option for a user-specific java launch options file, overwriting any existing Moneydance.vmoptions ------------------------- Moneydance 2023.2 build 5052 (Wed, 08 Nov 2023 22:00:00 +0000) * Fixed bug with previous preview version which prevented confirming downloaded transactions with an empty description * Fixed bug with previous preview version which prevented processing downloaded securities which had empty security identifiers * Fix a bug with previous preview version which could prevent auto-committing reminders from committing in files with syncing enabled * Made Security Price History report treat date ranges consistently with other reports and graphs ------------------------- Moneydance 2023.2 build 5051 (Sat, 04 Nov 2023 11:00:00 +0000) * Adjusted the previous preview's Last N Days date range preset to include today's date * Fixed contrast of the Foresight graph annotations when in dark mode ------------------------- Moneydance 2023.2 build 5050 (Fri, 03 Nov 2023 13:00:00 +0000) * Added a modern appx installer for Windows * The macOS version of Moneydance is now a universal binary, and runs natively on Apple Silicon Macs * Atomic balance recalculation, which should fix occasional summary screen issues after updates are received from background syncing * Search field tweak to prevent text selection issues in certain circumstances * Improved syncing performance on files with a large number of attachments * Moneydance now auto-commits scheduled reminders (if enabled) 5 seconds after loading a file, then every 3 hours thereafter * When opening an account in a new window, offset the window by a bit and reset location to the top or left if it will move off-screen * Allow selection and deletion of multiple reminders at the same time * Made reminder deletion undo-able * Fix a bug in which the previous version of moneydance which put the initial principal into the balance adjustment field when editing loan account properties * When syncing, we no longer download files that were uploaded from the same device, saving a small amount of your bandwidth * When syncing to/from mobile devices, Moneydance now re-creates folders that may have been erroneously deleted rather than failing * Downloads via OFX and Moneydance+ now use a smarter algorithm to determine the 'last download' date, preventing possible missed downloads or duplicate downloaded transactions * If there are too many items in the Moneydance+ Accounts popup, they now overflow to a sub-menu to avoid running off the screen * Added Polish złoty to exchange rates * Avoided the need to refresh Moneydance+ status at startup * You can now use emoji anywhere that you can enter text, including account and category names and transactions! * Pressing enter/return in a date field now moves focus to next field * Fixed trial period transaction counting * Improve performance and reduce memory usage when switching between files * Reduce logging when listing files/folders in Dropbox Connection and iCloud Drive sync methods * Record more complete investment transaction data downloaded via Moneydance+ * Fixed a bug which prevented keeping 'infinity' backups * Fixed a bug in which some Moneydance+ functions could produce an error if there was a delay when loading a file * Improve initial syncing performance by performing many small download operations in parallel * Fixed bug in which "last N days" date range presets would incorrectly include the current date * Added -nobackup flag to skip performing automatic backups when running from the command-line ------------------------- Moneydance 2023.2 build 5007 (Sun, 02 Apr 2023 23:00:00 +0000) * Fixed bug that caused downloaded transactions to not be added to the register when a currency rate or security price was a non-positive number. * Fixed bug that prevented saving changes to check printing settings. ------------------------- Moneydance 2023.1 build 5006 (Sat, 01 Apr 2023 02:00:00 +0000) * Fixes Dropbox Connection syncing bug in Moneydance 2023 (Dropbox Folder and other methods were fine) * Fixes bug with Check Printing names appearing as question marks ------------------------- Moneydance 2023 build 5005 (Tue, 28 Mar 2023 19:00:00 +0000) We are thrilled to announce the release of the newest version of Moneydance, packed with convenient new features that will revolutionize the way you manage your finances! With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or downloaded transactions. Automatically adjust your balance to match your statement or your most recent download with just a few clicks. We've also improved our undo support, allowing you to effortlessly revert any unwanted changes. Whether it was an accidental deletion or a batch-change gone awry, you can get back to managing your finances without missing a beat. And that's not all! We've completely redesigned our register filter to make it even easier to find the transactions you need. It's now more obvious which transactions are being shown. Filter by a specific date or age that you specify, or choose from preset ranges, or even by downloaded or cleared status. We're confident that these new features will make Moneydance your go-to finance management tool. So why wait? Download the latest version of Moneydance today and experience the future of finance management! ------------------------- Moneydance 2022.6 build 4097 (Sat, 28 Jan 2023 10:00:00 +0000) * Periodically checks for autocommit-able reminders instead of checking only when opening a file * Moneydance now shows the number of decimal places for a currency or security in their info window * Disconnected banks are now no longer shown in the Moneydance+ accounts window * Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn't show updates performed on the desktop * Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window * Hide inactive accounts from the Moneydance+ Setup account picker popup menu * The Download buttons on account registers no longer show entries for disabled/removed connections * Reduce the amount of logging http messages when the console window is open * Reduce the amount of logging in the process of syncing to iCloud Drive * Reduce the amount of logging when a change in mac system appearance (ie dark or light mode) is detected * Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account * Fix a bug resulting in a blank window being displayed in certain circumstances * When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency. * Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app * Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed * Added an option to the security account settings window to indicate that the account is inactive * Hide inactive securities from the investment account security detail view, unless there are shares owned or were otherwise active recently ------------------------- Moneydance 2022.5 build 4091 (Sat, 13 Aug 2022 06:00:00 +0000) * Fixed bug that sometimes prevented full disconnection of a Moneydance+ account ------------------------- Moneydance 2022.5 build 4090 (Sun, 07 Aug 2022 18:00:00 +0000) * If a window's remembered location is to the left or above the virtual screen bounds, reset it to the default (centered) location * Update to file selection on macOS Monterey to again show bundles as single files instead of folders, and to allow selection of all Moneydance files, including much older versions ------------------------- Moneydance 2022.5 build 4089 (Sun, 31 Jul 2022 18:00:00 +0000) * Process synced mobile transaction updates in the same order they were made * Reduce volume of cash register sound by 50% ------------------------- Moneydance 2022.5 build 4088 (Sun, 24 Jul 2022 23:00:00 +0000) * Enabled the close-window button on the window shown when printing checks * Fixed the Help->Register Moneydance menu not appearing even if Moneydance wasn't registered/activated * Prevent inefficient processing in Moneydance+ status updates when a connection isn't available * Fix category filtering in advanced search window * Moneydance+ setup window refresh button now fully reloads connections, accounts, and then connection metadata * If in debug mode, log downloaded Moneydance+ transactions, including pending ones ------------------------- Moneydance 2022.4 build 4087 (Tue, 31 May 2022 16:00:00 +0000) * When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold (for main windows this time) * Fix a bug when first creating up a custom color theme ------------------------- Moneydance 2022.4 build 4085 (Sun, 29 May 2022 12:00:00 +0000) * No longer show a value in the price column of an Investment Transactions report or Securities Detail screen if the transaction doesn't have a price applied * Include more information in Moneydance+ error notification windows * Fix extensions window updating after adding or removing an extension * When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold ------------------------- Moneydance 2022.4 build 4080 (Fri, 20 May 2022 12:00:00 +0000) * Fixed Turkish Lira currency ID in default data set * Moneydance now always shows the download options menu if alt is pressed when clicking the download button * You can now merge transactions which were downloaded from different financial institutions using the same service * The create account window is now cancelable with the escape key (except on Mac, sorry. It's a long story) * Updated 32 bit Windows installers ------------------------- Moneydance 2022.4 build 4078 (Mon, 02 May 2022 18:15:00 +0000) * Removed embedded browser * Updated bundled Quotes & Rates extension * Fixed new-transaction action handler when switching between investment accounts * Creating a new transaction from the Security Detail screen now creates a transaction pre-set to the selected security * Allow (programmatically) setting a rateFormatString on GraphSets so that certain developers can use custom format strings on non-currency values in graph tooltips ------------------------- Moneydance 2022.3 build 4077 (Sat, 30 Apr 2022 13:30:00 +0000) * Correction to last preview: fix bug in which investment buy transactions had their sign reversed * Selecting Setup Online Banking for investment accounts now offers the choice between MD+ and OFX (it was only OFX before) * Avoid cutting off text in Moneydance+ signup wizard * Overlap start date of OFX accounts by up to one day to account for late-appearing transactions * Fix bug in txn merger that determined (wrongly) whether a security-referencing transaction amount should be negated ------------------------- Moneydance 2022.3 build 4075 (Sat, 30 Apr 2022 12:30:00 +0000) * More fixes to investment transaction downloads, especially the direction of transfers in or out ------------------------- Moneydance 2022.3 build 4075 (Sat, 30 Apr 2022 02:00:00 +0000) * improve mapping of Plaid investment transaction types to Moneydance transaction types * zero out reset last-update dates instead of removing them, and restore+deprecate OnlineTxnList.setOFXLastTxnUpdate method * Fix alt/command key handling when invoking the download button/menu * Change Windows 32 bit bundled JVM to fix installation/uninstallation errors ------------------------- Moneydance 2022.3 build 4074 (Fri, 29 Apr 2022 01:00:00 +0000) * Allow downloading of Moneydance+ transactions from multiple different source accounts, for example PayPal and a bank account) * Case insensitive sorting in window prompting the matching of local securities to online counterparts * Un-break extensions that override the built-in methods * Save and restore specified categories in the Transaction Filter report settings ------------------------- Moneydance 2022.3 build 4073 (Sun, 24 Apr 2022 21:30:00 +0000) * Include number of downloaded transactions in post-download status text * Automatic date axis labels in graphs, including on security detail view * The Show Splits checkbox in Transaction Filter report now works again, but more correctly. It now always expands split transactions if they are inter-currency or the report is grouping by category. * Allow saving reports to CSV with a Byte Order Mark ("CSV, Encoded for Excel") * The escape key now hides various dialog and prompt windows by default * If an invalid password is entered when opening a file, the text of the password is selected for easier correction * Ensure that various windows and popups appear on-screen, as they weren't before on some multi-display windows systems. ------------------------- Moneydance 2022.3 build 4072 (Wed, 13 Apr 2022 23:30:00 +0000) * Improved feedback (window shake) when an incorrect password has been entered when loading a file * Added window when restoring a .moneydancearchive file, providing the ability to name the new file as well as an option to keep or reset sync settings * Improved speed when saving daily backups * Ensure fonts are initialised at launch rather than on-demand * Always enable register download button and show popup menu if there are multiple download choices or if alt/option key is held * Updated bundled JVM to v18 * Improve currency/security history window calculation that determines whether an edited price was changed * Remove unnecessary console log messages * Minor tweaks to account matching dialog when downloading or importing OFX data * Show all decimal places for prices in net worth report * Show all decimal places for prices in the Portfolio Report * Fixed sign of rate/price in downloaded inter-currency transactions * Improved window management when showing prompt windows ------------------------- Moneydance 2022.3 build 4071 (Fri, 08 Apr 2022 23:00:00 +0000) * Fix bug from previous preview which set an exchange rate of -1 for transactions downloaded using Moneydance+ ------------------------- Moneydance 2022.3 build 4070 (Fri, 08 Apr 2022 01:00:00 +0000) * Minor increase to extension restrictions * Inactive accounts are now available to select in transaction search report and Advanced Find window * No longer show meaningless security price in register for investment transactions that don't have a price but do have an associated security * Fixed transfer direction (out/in) for investment account downloads through Moneydance+ * Improved currency and security list window, including more useful display and remembering their size and position * Reduce redundancy in Moneydance+ transaction memo strings * Improvements to Moneydance+ transaction downloads, including not saving a last-download date if there were no transactions in the most recent download * Made font loading more resilient to errors seen on 32 bit Windows * More fully remove sync state and encryption passwords upon resetting sync settings * Updated Dropbox SDK, which is needed to meet upcoming tighter TLS requirements * Fix error on mac when choosing a future foresight time period * Fixed crash when setting/changing certain color schemes on the mac * Fix error from earlier preview when loading certain investment transaction report settings * Fix account/category sorting in popups, reports, mobile sync data, etc. so that it is sorted by type and then name, while continuing to have case insensitive sort in popups * Allow console parameter in windows 32 bit launcher * Indicate that it's necessary to click on rows in the Moneydance+ setup window to select an account * The escape key will now dismiss transaction reminder notification, and other, windows * Update bundled JVM to 17.0.2 ------------------------- Moneydance 2022.3 build 4068 (Tue, 15 Mar 2022 09:45:00 +0000) * Fix slowdown when loading certain files with large account structures * Color scheme improvements and fixes * Fix securities detail graph which was broken in the previous preview build * Improvement to security-matching window display * Improved status updates when downloading and de-duplicating transactions * Moneydance+ investment downloads should now be working for enabled accounts * Fixed bug from previous preview build which prevented importing of files * Memorized Graphs and Reports are now listed alphabetically in the separate Graphs and Reports window ------------------------- Moneydance 2022.3 build 4067 (Thu, 03 Mar 2022 23:45:00 +0000) * Fix bug from last preview that caused all date-interval graphs to not display ------------------------- Moneydance 2022.3 build 4066 (Wed, 02 Mar 2022 20:00:00 +0000) * Investment accounts supported when downloading using Moneydance+ (pending server update) * Improvements when changing color schemes * Moneydance+ downloads now overlap download date ranges to avoid missing transactions * Fixed bug with auto-completion popup showing the auto-completions from the first time the popup was shown * New securities now default to 5 decimal places (was 4) * Securites window now show more information for each security: current price, last update, and price in relative currency if applicable * When downloading transactions, we now ensure the requested start date is the first second of the day * Ensure that the last-download-date for transaction downloads is never in the future * Improvements and bug fixes to Investment Transactions report * Improvements to Transaction Filter report, including a new category filter field * Added copy/save Moneydance+ debugging info to console window * Fix register sorting by category when clicking on column header * Improved Moneydance+ relinking notifications and process to be less annoying * Added certificate authorities for some OFX services * Constrain dates to prevent graphs from not updating if there are invalid dates in price histories * Improvements to native mac interface * Show extension list download errors in the extensions window instead of a more annoying separate window * Included more debugging information when logging sync errors * Improve performance with large numbers of transaction reminders are present * Improve performance with Foresight graph recalculation * Use monospaced/code font in console window ------------------------- Moneydance 2022.3 build 4063 (Sun, 05 Dec 2021 11:00:00 +0000) * Fix high contrast theme in which secondary text had the same color as the default * Inactive accounts are now (again) better distinguished in accounts lists and popup selectors * Fix sorting issue from previous preview build * Fix bug preventing clicking on the create-category action when a non-existent category has been typed during transaction entry * Improved logging when invalid data is encountered when loading or syncing * Case-insensitive sorting for account and category names * When restoring from a backup/archive file, the new data file is set as a primary sync node * Add transaction metadata to memo field when downloading from Moneydance+ * Fix field focus issue when shift-tabbing backwards from the description field during transaction entry * Improve popup behaviour for transaction entry fields, including appearance and keyboardability * Fixed "other side" issues with transaction filter report filtering and display * Double-clicking a transaction in the Advanced Find window now shows the transaction in the account in which it was entered ------------------------- Moneydance 2022.3 build 4062 (Wed, 24 Nov 2021 23:30:00 +0000) * Fix crash in certain iCloud syncing situations * Fix bug in which inactive accounts do not appear dimmed in the Accounts or Categories windows * Improved handling of rare encryption errors in older parts of some data files * Fixed handling of downloaded correction transactions that could result in multiple duplicates ------------------------- Moneydance 2022.3 build 4061 (Sun, 14 Nov 2021 22:00:00 +0000) * Don't immediately merge correction transactions if the auto-merge-downloaded transactions option is not enabled * Increased debug logging of Moneydance+ downloaded transactions when the console window is open * Fix bug that prevented overwriting the selected file when saving console window contents * Fix investment transactions report bug which showed incorrect column headers * Fix debit/credit amount reversal in the Transaction Filter report * Fix alignment issue in Memorized Graphs and Reports summary screen title * Improved handling of rare encryption errors in older parts of some data files * Fixed a bug in iCloud Drive syncing which could cause a crash in cases where the iCloud Drive files were stored on a different drive or volume from the main system * Fixed a memory leak when syncing using iCloud Drive * Fixed a bug when importing some CSV files which contain multi-level category names, such as "Entertainment:Coding" * Added loan account type to the income/expenses graph config panel ------------------------- Moneydance 2022.2 build 4060 (Fri, 29 Oct 2021 17:30:00 +0000) * Fix bug from previous release which prevented direct OFX connection setup from sticking * Fix category grouping and other bugs in the Transaction Filter report * Restored visible popup button on type-able, non-register account selectors * Added iCloud file write logging * Moneydance no longer allows deletion of security accounts that are referenced by transactions or reminders, even with super-confirmation * Increased spacing on foresight reminders homepage item * Print MD+ connection/institution settings when the console window is shown (nothing secret) * Fixed bug that prevented the QIF import settings window to appear in some circumstances ------------------------- Moneydance 2022.1 build 4059 (Tue, 26 Oct 2021 12:30:00 +0000) * Update Windows and Linux installers to include java 17 * Replaced the "Darcula" look and feel with Flat Dark, which is better in every way * Scroll to most recent messages when opening the console window * Fix all-white selected rows in the Match Online Accounts window * Fix bug preventing setup of some OFX accounts ------------------------- Moneydance 2022.1 build 4058 (Sat, 23 Oct 2021 08:30:00 +0000) * Improvements to embedded browser when logging into banks to download transactions directly * Updated java to v17 ------------------------- Moneydance 2022.1 build 4057 (Fri, 22 Oct 2021 17:00:00 +0000) * Fixed crash when using iCloud Drive for syncing on a file that was once used for the first-generation dropbox syncing * Fixed password prompt window when re-displayed after an incorrect password has been entered in some situations * Reduced unnecessary log messages * Fixed bug that could omit some Moneydance+ downloaded transactions because the last-downloaded-transaction-date could include pending transactions * Fixed bug in category popup that prevented navigation using up/down arrows ------------------------- Moneydance 2022 build 4056 (Thu, 14 Oct 2021 18:00:00 +0000) * In Moneydance+ signup field, allow email addresses with as few as one character * Hide inactive accounts in the Moneydance+ accounts configuration as well as Online->Match Online Accounts window * Hopefully fixed white-on-white UI issue on Moneydance+ and Match Online Accounts tables on windows and linux * Possible fix for iCloud syncing crash * Fixed reversed transaction/initiated date and authorised/posted date in Moneydance+ downloaded transactions ------------------------- Moneydance 2022 build 4055 (Tue, 12 Oct 2021 11:30:00 +0000) * Really fix issue in which the status/expiration label on a Moneydance+ connection was not cleared after re-linking ------------------------- Moneydance 2022 build 4054 (Mon, 11 Oct 2021 15:51:00 +0000) * Fix issue in which the status/expiration label on a Moneydance+ connection was not cleared after re-linking ------------------------- Moneydance 2022 build 4053 (Mon, 11 Oct 2021 13:30:00 +0000) * Special handling of product-not-ready (aka "a new connection is still being downloaded") response codes * Renamed the Reset Sync button to Reset Sync Date in the OFX connection information window ------------------------- Moneydance 2022 build 4052 (Mon, 11 Oct 2021 00:45:00 +0000) * Fix reversal of current balances for credit accounts downloaded using Moneydance+ * Avoid logging data file contents when debug flag is enabled * Upon first download for an account (or after sync date reset), present more regular options for starting date ------------------------- Moneydance 2022 build 4051 (Sat, 09 Oct 2021 17:00:00 +0000) * For connections with no authentication expiration date, the Moneydance+ window now shows them as Connected instead of "Status: Unknown" * When displaying the Moneydance+ Setup window, you're taken directly to the Accounts view if your data file has been activated for MD+ * Fix bug in which the Next button was disabled when setting up Moneydance+ online banking through the Setup Online Banking wizard * If a Moneydance+-enabled account is open and you select the Online->Match Online Accounts menu, you'll now see the Moneydance+-specific account matching panel ------------------------- Moneydance 2022 build 4050 (Sat, 09 Oct 2021 14:20:00 +0000) * Fixed bug in previous preview which would prevent registration of new data files with Moneydance+ ------------------------- Moneydance 2022 build 4049 (Sat, 09 Oct 2021 12:15:00 +0000) * Fixed bug in previous preview build which would show a loading state in the Moneydance+ setup window forever * Prefer authorization date for transactions downloaded Moneydance+, if available * Added Reset Sync Date option to account menu in the Moneydance+ account setup window * Show the date of last sync in account menu in the Moneydance+ account setup window * Allow merging of duplicate transactions if an account has downloaded transactions after disconnecting and reconnecting accounts using Moneydance+ ------------------------- Moneydance 2022 build 4048 (Sat, 09 Oct 2021 02:30:00 +0000) * Fixed refreshing of connection links * Moneydance+ accounts view now updates after removing a connection * Moneydance+ accounts view shows progress spinner for background operations * Added Refresh Accounts and Connect More Accounts buttons to Moneydance+ accounts view * Accounts of non-base currency in Moneydance+ accounts view now show the currency of the online account * If a Moneydance+ transaction had a merchant attribute, use that for the transaction description and the previous description goes into the memo field * Prevent super-frequent forced-refresh of MD+ connection status messages to server * Upon disabling an OFX connection, remove the mapping of its account number to the local account ------------------------- Moneydance 2022 build 4047 (Fri, 08 Oct 2021 14:00:00 +0000) * Fixed a bunch of Moneydance+ issues from the previous preview build * Escape key now cancels online banking connection error windows ------------------------- Moneydance 2022 build 4046 (Fri, 08 Oct 2021 05:00:00 +0000) * tweaked error handling for online banking functions, including marking access tokens as expired and showing new MD+ accounts window if a token has expired * MD+ Online banking setup wizard works better and now has a final panel with account setup * Don't show MD+ accounts in Online->Match Online Accounts window (it's got it's own window now) * No longer show MD+ as option when setting up connections to online banking for investment accounts, at least not until MD+ supports investment accounts * If Moneydance is unable to open a browser, it shows a message and also copies the URL to open to the clipboard * MD+ window is now non-modal but still single-instance, and shows if Online->Setup Online Banking is called on an MD+ account * Improved efficiency and logging in MD+ background tasks * Improved MD+ settings window with tab pane for configuring bank and account connections. Allows for refreshing or removing account links and indicates link authentication status * Fix bug that prevented previous version license keys from being accepted as valid * Ensure the starting date of MD+ downloads is not in the future * We now ignore "pending" transactions downloaded from MD+ * Fully disconnect an OFX connection from the local account using the online info/setup window * When installing on windows and linux, remove previous installation to avoid library version conflicts ------------------------- Moneydance 2022 build 4045 (Fri, 01 Oct 2021 00:45:00 +0000) * Fixed a bug from earlier previews which prevented direct OFX connections from being initiated * Fixed a bug in which expired confirmation emails cannot be re-sent * Reduced progress bar activity in Moneydance+ setup panel ------------------------- Moneydance 2022 build 4044 (Wed, 29 Sep 2021 17:00:00 +0000) * Embiggen the email text field in the Moneydance+ signup window * When importing OFX files and selecting a local account, the remember-this-choice checkbox will save the account number in the online account map. Also, when importing and an OFX account number is found in the account map, automatically use it without further confirmation. * Fixed bug in which Moneydance got stuck in the signup process if the initial email confirmation expired ------------------------- Moneydance 2022 build 4043 (Tue, 28 Sep 2021 22:30:00 +0000) * Fix bugs and ridiculous delays when setting up and confirming Moneydance+ links * Fix bug that prevented the update notification window from appearing * Fix resizing of transaction reminder columns * A bit more logging of unexplained authentication failures * A bit more explanation of the current and next step during Moneydance+ setup ------------------------- Moneydance 2022 build 4040 (Tue, 28 Sep 2021 12:00:00 +0000) * Download transactions from tens of thousands of banks using Moneydance+ (powered by Plaid; currently US and Canada. EU and UK coming soon) * Sync your Apple devices using iCloud Drive! * Integrated Foresight (formerly Money Foresight) budgeting based on scheduled transactions! * many more improvements which I will enumerate in more detail in the stable release notes ------------------------- Moneydance 2021.2 build 3095 (Sun, 15 Aug 2021 08:00:00 +0000) * Fixed another budget bars issue in which roll-up calculations on categories spanning multiple currencies was incorrect ------------------------- Moneydance 2021.2 build 3094 (Sat, 14 Aug 2021 16:00:00 +0000) * When choosing a file to import, open the file picker at the folder from the last import * Updates to Foresight homepage graphs to use the current color scheme * Fix memory leak in iCloud Drive syncing * Fixed budget bars calculation bug with non-base-currency categories ------------------------- Moneydance 2021.2 build 3093 (Tue, 10 Aug 2021 11:00:00 +0000) * Fixed relative base recalculations for daily high/low prices ------------------------- Moneydance 2021.2 build 3092 (Tue, 10 Aug 2021 09:00:00 +0000) * Fully fixed calculation bug from previous preview when historical prices are incorrect after a change of relative base currency * Fixed bug in which the relative currency popup wasn't correct in the currency history window if the relative base of a currency was not the actual base * Restored sorting to relative base currency popup ------------------------- Moneydance 2021.2 build 3091 (Mon, 09 Aug 2021 23:00:00 +0000) * Integrated the Money Foresight extension into a built-in feature (thanks to Kevin Stembridge!) * Fixed a calculation bug which caused historical prices to be off when changing the relative currency for a security * In currency history window, don't show the "relative base" option unless it is applicable * Fixed bug from previous preview that prevented loading a synced file via Dropbox Connection ------------------------- Moneydance 2021.2 build 3090 (Thu, 05 Aug 2021 23:00:00 +0000) * Fixed bug from last preview build that prevented preferences window from displaying ------------------------- Moneydance 2021.2 build 3089 (Wed, 04 Aug 2021 17:00:00 +0000) * iCloud syncing! (Mac only) * Fixed bug in which a currency's price can be set to zero in specific situations after updating from pre-2019 data files * If a category is supplied in a downloaded QIF file, don't ignore it * If multiple transactions are selected in a register, show their value in the bottom bar * When importing historical security prices from QIF or CSV, update the price of the currency only if it is more recent than the last change * Can now specify a data file's password using an environment variable (md_passphrase, or md_passphrase_) ------------------------- Moneydance 2021.1 build 3069 (Thu, 20 May 2021 16:30:00 +0000) * Fix date range chooser popup weirdness under vaqua, due to reusing the default border * Fixed bug from previous preview when grouping Transaction Filter report by category or account * Fix issue with editing account-specific check number settings in the account info window * Fix issue with saving the relative base currency for securities ------------------------- Moneydance 2021.1 build 3068 (Mon, 17 May 2021 23:30:00 +0000) * Fixed Transaction Filter and Investment Transactions report grouping when there are time periods with no transactions * Reinstated printing font size preference setting * Fixed parent account name display in parent setting for credit card, liability, and loan account information * Re-added Darcula theme for an always-dark mode (not auto-switching) on mac ------------------------- Moneydance 2021.1 build 3067 (Sun, 09 May 2021 14:00:00 +0000) * Polishing and fixing transaction entry field issues * Fix sorting and grouping issue in Investment Transactions and Transaction Filter reports ------------------------- Moneydance 2021.1 build 3066 (Sun, 25 Apr 2021 02:30:00 +0000) * Many interface and color scheme polishing and fixes * Obey text file encoding parameter header in OFX 2 XML headers * Fix OFX header processing in OFX2 files * Summary page stock prices panel now shows full price rather than currency value * Fix warning banner colors when an unverified extension is loaded ------------------------- Moneydance 2021.1 build 3065 (Sat, 10 Apr 2021 01:00:00 +0000) * Fix conflict with the macOS 11 open-documents-in-tabs setting * Don't add an escrow split to auto-commited loan transactions if the escrow amount is zero * Fix bug in which the the sync base folder wasn't being created when setting up syncing on a new Dropbox Folder * Fixed horizontal alignment of printed report titles * Fixed font selection in printed reports ------------------------- Moneydance 2021.1 build 3064 (Mon, 05 Apr 2021 18:00:00 +0000) * Fix bug from last preview in which the extension manager window was cleared after switching files * Fix alignment of budgeted amount editor in budget interval view * Fix preview bug preventing display of edit-check-numbers window on mac ------------------------- Moneydance 2021.1 build 3063 (Sun, 04 Apr 2021 15:00:00 +0000) * Fix bug from last preview in which the extension manager window was cleared after switching files * Fix to alignment of reconciler register header popup button on macs with preview builds ------------------------- Moneydance 2021.1 build 3062 (Sun, 04 Apr 2021 02:00:00 +0000) * Fix bug from last preview in which the console window was cleared when switching files * More tweaks to register tags and rate fields ------------------------- Moneydance 2021.1 build 3061 (Sat, 03 Apr 2021 12:00:00 +0000) * Prevent memory leaks possibly resulting in windows being over-retained on mac ------------------------- Moneydance 2021.1 build 3059 (Sat, 03 Apr 2021 01:00:00 +0000) * Fix appearance of register context menu after changing the color theme * Remove unused cleanup method from Python extensions * Apply color theme updates to the report viewer screen * Restore keyboard shortcut mask (command on macOS, ctrl on win/linux) to date range chooser * Use cross-platform look and feel on windows for correct color application ------------------------- Moneydance 2021.1 build 3056 (Sat, 20 Mar 2021 11:30:00 +0000) * Change how python extension are loaded ------------------------- Moneydance 2021.1 build 3055 (Sat, 20 Mar 2021 00:30:00 +0000) * Improve and add more entry points for python extensions * Fix broken header alignment from previous preview build * Fix bug when sorting by the check number column * Miscellaneous internal graphics/UI improvements * Fix date picker popover bug and improve date picker UI * Improve account/category selector when editing a transaction assigned to an inactive category or account ------------------------- Moneydance 2021.1 build 3051 (Tue, 16 Mar 2021 23:30:00 +0000) * Fix preview font loading issue which would not use the best choice of font if the default font was selected * Update popup date picker to respond to color scheme changes and pick a date on mouse-up rather than mouse-down * Updated certain native libraries to enable code signing on the mac, avoiding scary warnings for Python-based extensions * Set moneydance_extension_loader variable in Python extensions that refers to the extension's class loader * Obey minbuild and maxbuild extension parameters at runtime (not just install time) * Reinstate new Mac native UI layer ------------------------- Moneydance 2021.1 build 3039 (Tue, 23 Feb 2021 10:50:00 +0000) * Revert an API change that was being used by some extensions (including Find-and-Replace), preventing Moneydance from starting ------------------------- Moneydance 2021.1 build 3037 (Mon, 22 Feb 2021 21:30:00 +0000) * Native macOS interface including automatic dark/light mode support * Ensure that all currency snapshot information is included in JSON exports * New file encoding options in QIF import settings window * Ensure that the destination account is remembered when importing QIF files info new accounts * Fixed bug that often caused currency inconsistencies when the base currency was changed * Properly handle http proxy success responses * Tweaks to OFX support to allow connections using minimal http headers * Remove unnecessary modifier key from date range picker shortcuts * Securities displayed under investment accounts on summary page now show the configured security suffix rather than "Shares" * Fixed window title when showing details of summary account * Sidebar tweaks, including fixing header row indentation ------------------------- Moneydance 2021.1 build 3034 (Sun, 03 Jan 2021 00:55:00 +0000) * Restored custom TLS layer settings for connections requiring custom tweaks (including Fidelity) ------------------------- Moneydance 2021.1 build 3033 (Fri, 01 Jan 2021 21:06:00 +0000) * Improvements to python extension support ------------------------- Moneydance 2021.1 build 3032 (Wed, 23 Dec 2020 14:30:00 +0000) * New preferences tab with appearance settings, including the ability to customise fonts * Improvements to python extension support * Theme and font changes in preferences are now applied without a restart ------------------------- Moneydance 2021.1 build 3030 (Tue, 15 Dec 2020 23:20:00 +0000) * Correctly set context variables when invoking python extension actions * More font changes ------------------------- Moneydance 2021.1 build 2012 (Mon, 07 Dec 2020 23:10:00 +0000) * More monospaced font tweaking * Fixed bug in python extension loader ------------------------- Moneydance 2021.1 build 2011 (Fri, 04 Dec 2020 17:00:00 +0000) * More monospaced font tweaking ------------------------- Moneydance 2021.1 build 2010 (Fri, 04 Dec 2020 08:45:00 +0000) * Skip shared folder metadata files with dot prefixes when scanning for sync updates * Reduce freezes when windows open in tabs in big sur * Resolve some summary screen drawing errors after importing or syncing * The account properties editor now shows correct name for the summary/root account * Tweaking monospaced font settings * Enable (end-to-end encrypted) tunneling for OFX exchanges with certain banks (like Schwab) ------------------------- Moneydance 2021.1 build 2008 (Mon, 26 Oct 2020 23:55:00 +0000) * handle bad dates properly when reading OFX (with default values upon formatting/parsing errors) * update layout of license key entry window to avoid squishing * fix bug when importing or un-archiving a file when the main moneydance window is not yet open * fix crashes on macs when using multiple monitors * fixed bug in OnlineService updates when the connection parameters contain lists or maps ------------------------- Moneydance 2021.1 build 2007 (Wed, 21 Oct 2020 21:05:00 +0000) * Fixed highlighting of future transactions in the register * Fixed dark mode title bars on mac (for real this time) * Fixed error when generating a budget report in certain circumstances ------------------------- Moneydance 2021 build 2006 (Tue, 20 Oct 2020 15:40:00 +0000) * Popover and general mouse click handling improvements ------------------------- Moneydance 2021 build 2005 (Tue, 20 Oct 2020 01:30:00 +0000) * Fixed insets on summary page shortcuts panel * Default to the currently selected account when importing * Tweak to Windows font to hopefully handle non-western characters better * No longer register the .md file extension on the mac ------------------------- Moneydance 2021 build 2004 (Mon, 19 Oct 2020 17:00:00 +0000) * Re-added border lines between days in calendar views * Fixed HTTP cookie formatting bug which may have broken some online banking sites * various color tweaks ------------------------- Moneydance 2021 build 2002 (Sat, 17 Oct 2020 01:00:00 +0000) * dark mode (hopefully!) enabled for window title bars on the mac * fix embedded http connections when a "DIRECT" proxy (ie no proxy) is specified by the client, such as oh maybe the Dropbox API * updated license checking, including offering a direct Upgrade or Buy button from the summary page notice * minor cleanup in sidebar drawing * avoid crash in sync settings window if no sync configurer is available * fixed OFX and QIF file auto-import from embedded browser for some sites * UI tweaks to summary page ------------------------- Moneydance 2021 build 2001 (Wed, 14 Oct 2020 16:00:00 +0000) * this build fixes a problem with the embedded browser and communication with banks * changes default font on windows ------------------------- Moneydance 2020.1 build 1929 (Sun, 20 Sep 2020 10:44:00 +0000) * Hide inactive accounts from the batch-change-accounts window * Updated windows installer certificate ------------------------- Moneydance 2020.1 build 1926 (Sun, 30 Aug 2020 10:44:00 +0000) * update webkit library on macOS to avoid private API use ------------------------- Moneydance 2020.1 build 1925 (Wed, 26 Aug 2020 23:55:00 +0000) * add check number list options to account settings window * improve UI for account-specific or global check number list options * add check number list options to all check number popup fields (including other-side transactions, investment transactions, liability account transactions) * tweaks to dashboard budget graph ------------------------- Moneydance 2020.1 build 1924 (Thu, 20 Aug 2020 22:40:00 +0000) * API fix to restore Ratios extension hook in to report generation ------------------------- Moneydance 2020.1 build 1923 (Tue, 18 Aug 2020 23:59:00 +0000) * Disabled debugging console messages for security cost calculations ------------------------- Moneydance 2020.1 build 1922 (Sat, 15 Aug 2020 23:23:00 +0000) * Updated report viewer with improved auto-sized column and report widths ------------------------- Moneydance 2020 build 1921 (Fri, 14 Aug 2020 22:20:00 +0000) * Fix issue with restoring FY start date upon relaunch * Fix date range shortcut hotkey issue for non-hotkey entries * Fix last-fiscal-quarter present date range * Fix default destination account selection for QIF files with "liability" accounts * When importing QIF files from the file chooser, double-clicking a file, or using drag-and-drop, use the currently selected account as the default import destination if the account type is even remotely compatible with the file ------------------------- Moneydance 2020 build 1920 (Thu, 13 Aug 2020 23:13:00 +0000) * Fixed missing text for certain date ranges and date interval groupings * Restored drill-down into categories from reports * Graph/report date range options now include last-fiscal-quarter * Numerous under-the-covers http/s improvements * Security Price History report improvements * Additional (stronger) ciphersuites added to TLS connections * Increased pushback stream buffer size in OFX message parsing * Fixed bug in group-by-fiscal-quarter report setting ------------------------- Moneydance 2020 build 1919 (Sun, 09 Aug 2020 23:30:00 +0000) * 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 ------------------------- Moneydance 2020 build 1918 (Fri, 07 Aug 2020 22:30:00 +0000) * fixed keyboard navigation in secondary register from previous preview build * removed redundant batch-change-date action * updated check number list editing window text ------------------------- Moneydance 2020 build 1917 (Sat, 01 Aug 2020 23:28:00 +0000) * Fixed bug with previous build which prevented the MoneyBot console from appearing * Streamlined save-report-results-to-file process * Set column headers to "sticky" when saving a report to an html file * tweak alignment of account/category selection field in register * check number column in register no longer uses monospaced font ------------------------- Moneydance 2020 build 1916 (Fri, 31 Jul 2020 22:30:00 +0000) * 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 * Transaction register bug fixes and tweaks * The color theme editor should now show names for all customisable colors * Fixed bug in default starting date for new accounts introduced in an earlier preview build * 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 ------------------------- Moneydance 2020 build 1915 (Fri, 26 Jun 2020 22:33:00 +0000) * Avoid stack overflow error caused by printing messages from a certain data files * Added Account.setCreationDateInt(int) method to API ------------------------- Moneydance 2020 build 1914 (Mon, 22 Jun 2020 22:44:00 +0000) * Remove extraneous historical prices from the base currency upon loading ------------------------- Moneydance 2020 build 1913 (Fri, 19 Jun 2020 22:01:00 +0000) * 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 * The default font on macOS is now SF Pro Display, if available * Fixed bug in which undo actions in the python/moneybot window didn't apply to text edits * Workaround Magic Mouse bug which made selecting accounts from popups or displaying the calendar picker from date fields very difficult ------------------------- Moneydance build 1912 (Mon, 20 Apr 2020 22:44:00 +0000) * no longer include inactive accounts in the batch-change-account account selector * update to folder-based sync configuration to not prematurely create container folders (like Dropbox/.moneydancesync/*) * performance improvements, especially during long imports * increase buffer size when exporting a backup/archive * ignore invalid security/currency prices/rates when importing from a QIF file rather than abort the import * update java version to 14 ------------------------- Moneydance build 1911 (Fri, 27 Mar 2020 23:33:10 +0000) * updated unsigned extension warning messages on summary screen to be dismiss-able ------------------------- Moneydance build 1909 (Fri, 27 Mar 2020 00:31:38 +0000) * use San Francisco font on macOS ------------------------- Moneydance build 1908 (Fri, 27 Mar 2020 00:12:12 +0000) * Added progress indicators and status descriptions to all non-instantaneous import processes * Added Security Price History report * Made long-running import processes cancelable * Performance improvements and bug fixes to import processes ------------------------- Moneydance build 1904 (Tue, 03 Mar 2020 23:48:30 +0000) * 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 sync folder * 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 * properly remove check number configuration list from root/summary account configuration window * updated document icons for windows/linux installer ------------------------- Moneydance build 1903 (Tue, 11 Feb 2020 22:58:00 +0000) * changed report copy-to-clipboard contents back to tab-delimited * small tweaks to report formatting * updated mac app to use different icons for data files * 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 * download extension info in a separate thread than the main background thread to avoid delay when a long download is in progress * added intermediate thawte CA certificate for internally-managed connections to Voya * make check number popups show list of previously used non-numeric checknum field entries instead of a static list ------------------------- Moneydance build 1900 (Wed, 05 Feb 2020 10:41:33 +0000) * change logging for innocuous OFX tag handling to sound less scary * date changes on mobile transactions will change both normal and tax dates * no more drilling down into category registers - it just ends in tears. We'll come up with a better interface. ------------------------- Moneydance build 1899 (Tue, 31 Dec 2019 14:32:57 +0000) * added warning panel when an unsigned/unverified extension is loaded ------------------------- Moneydance build 1898 (Sat, 28 Dec 2019 23:26:48 +0000) * improved encoding of commas and large numeric values in comma-delimited report exports (and copying to clipboard) ------------------------- Moneydance build 1897 (Fri, 20 Dec 2019 12:28:34 +0000) * allow general customized font setting to apply to menus on non-macs * corrected window icon for the welcome-window on non-macs * updated text in register custom date filter button ------------------------- Moneydance build 1896 (Thu, 05 Dec 2019 22:58:09 +0000) * fixed bug in color theme file encoding * improved appearance of color theme editor, including showing more descriptive labels for each color entry * tweaks to file selection in open/import windows * mac bundle updates, including distinct document file icon ------------------------- Moneydance build 1894 (Mon, 18 Nov 2019 21:00:19 +0000) * Fix bug from last build with calculations of the running balances in the register ------------------------- Moneydance build 1893 (Thu, 14 Nov 2019 15:45:15 +0000) * improvements to transaction sorting * updated jython support, specifically with fixes affecting macOS catalina ------------------------- Moneydance build 1892 (Tue, 22 Oct 2019 23:30:34 +0100) * fixed http headers for some OFX connections by moving M and T changes behind an FI information flag * fixed bug in 1891 which prevented the register sort order from changing ------------------------- Moneydance build 1891 (Sat, 19 Oct 2019 23:50:08 +0100) * updated packaging and JVM bundles * many updates to http/https handling, including tweaks to make M and T Bank connections work for everyone * updated font size in new report viewer to match font size from preferences ------------------------- Moneydance build 1890 (Sat, 05 Oct 2019 21:39:52 +0100) * updates to OFX connection handler to have more flexible connection parameters, specifically with respect to app ID and version elements as well as custom http headers * when importing downloaded accounts or transactions, the account matching window now has the option to 'remember ------------------------- Moneydance build 1889 (Fri, 06 Sep 2019 22:59:43 +0100) * 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 * Added detailed TCP/IP and TLS connection logging when in debug mode * Many internal changes and code improvements ------------------------- Moneydance build 1888 (Thu, 08 Aug 2019 10:35:14 +0100) * Fixed report printing problem from last preview build * Improved report printing clarity, column sizing, and spacing ------------------------- Moneydance build 1887 (Tue, 30 Jul 2019 23:28:52 +0100) * Remove expired CA certificates * 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 ------------------------- Moneydance build 1886 (Wed, 24 Jul 2019 00:00:12 +0100) * updated JVM version on windows and linux builds ------------------------- Moneydance build 1885 (Tue, 23 Jul 2019 15:19:19 +0100) * Now uses new method for calculating cost and gain for average cost securities, taking stock splits into account ------------------------- Moneydance build 1884 (Mon, 22 Jul 2019 23:47:12 +0100) * Improve full-detail http connection debugging/logging * Improve embedded browser compatibility with some banking sites * Use lightweight browser component to display reports, meaning that report columns are now auto-sized * Updated JVM versions to hopefully fix various issues such as printing on some windows systems ------------------------- Moneydance build 1883 (Mon, 01 Jul 2019 08:24:36 +0100) * remove amount sign override for downloaded transactions marked as 'payment' in credit card accounts ------------------------- Moneydance build 1882 (Tue, 25 Jun 2019 16:57:28 +0100) * no longer use a separate font from the default in transaction registers ------------------------- Moneydance build 1882 (Mon, 24 Jun 2019 11:17:45 +0100) * merged updated Brazilian-Portuguese translations (thanks Heitor Moreira da Silva!) ------------------------- Moneydance build 1881 (Fri, 21 Jun 2019 23:29:34 +0100) * handle 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) ------------------------- Moneydance build 1880 (Fri, 14 Jun 2019 16:43:28 +0100) * importing CSV and other delimited files now doesn't automatically merge transactions that seem like duplicates, but provides an option defaulting to the value of the auto-merge setting in preferences ------------------------- Moneydance build 1879 (Thu, 13 Jun 2019 19:15:17 +0100) * improved visibility of the selected date period in the budget manager when using the solarized dark theme ------------------------- Moneydance build 1878 (Thu, 13 Jun 2019 16:09:39 +0100) * font tweak to prevent truncation of some amounts (specifically account balances on the summary page) ------------------------- Moneydance build 1877 (Thu, 13 Jun 2019 15:05:23 +0100) * Fixes to importing specific QIF import files which specify an account header for a single account * Minor tweak to downloaded transaction sidebar headers ------------------------- Moneydance build 1876 (Mon, 10 Jun 2019 16:28:53 +0100) * added option to show either the welcome window or the most recently opened file on startup * fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files * fixed bug in the welcome to moneydance window which would sometimes cause the window to be unresponsive, at least on macs * changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode ------------------------- Moneydance build 1875 (Thu, 06 Jun 2019 11:53:41 +0100) * override downloaded credit card transactions with a transaction type of 'payment' and negative amount to have a positive amount ------------------------- Moneydance build 1874 (Wed, 05 Jun 2019 16:15:45 +0100) * show the abbreviated list of available currencies in the currency override popup of the QIF import settings ------------------------- Moneydance build 1873 (Wed, 05 Jun 2019 14:53:47 +0100) * updating various links to use https/infinitekind.com links, no longer prompt for email registration at first run on any configurations * updated default fonts on linux * updated mac sandbox entitlements to include iCloud container access * simplify code that specifies whether fileUIDs are used in OFX messages (no functional effect) * added ability to log all outgoing http/https requests from embedded browser * removed old, unused encryption code * added a setting to ignore the OFX/QFX TRNTYPE in downloaded bank transaction amounts and rely solely on the sign of the amount * workaround for issue with Amazon-purchased keys not working in recent updates * pie chart lines in portfolio asset allocation graph are now based on the colour scheme ------------------------- Moneydance build 1870 (Tue, 23 Apr 2019 15:43:30 +0100) * allow for slightly different dates when eliminating duplicate transfers in QIF imports * tidy up buy/sell markers in security detail graph * no longer show security accounts in the QIF import settings as they just add clutter with no functional benefit ------------------------- Moneydance build 1869 (Mon, 22 Apr 2019 22:20:30 +0100) * no longer add caret to beginning of stock ticker symbols imported from QIF files * QIF importer now uses 50 (instead of 70) as the year cutoff to determine whether the century part of the year is 19 or 20 ------------------------- Moneydance build 1868 (Wed, 17 Apr 2019 11:49:12 +0100) * bundle new openjfx for mac app store requirement ------------------------- Moneydance build 1867 (Tue, 16 Apr 2019 14:55:54 +0100) * updated open/save backup file selection to default to the last folder opened or closed instead of always loading the backup folder from the preferences * added hardened runtime and notarisation to mac builds ------------------------- Moneydance build 1866 (Mon, 15 Apr 2019 16:56:02 +0100) * QIF import fix: Correct sign of transfer amounts in BuyXfr transactions * QIF import fix: Handle some additional starting balance transactions * Added border to pie graphs * Summary page border and font tweaks * Minor register font tweaks * Fix buy/sell markers on securities graph to properly account for stock splits * Deleting an account in the account or category list window now automatically selects the next account or category * Allow selection of investment accounts in QIF import dialog * Attempt to improve scrolling in QIF import window currency/account-type selector ------------------------- Moneydance build 1865 (Sun, 07 Apr 2019 23:15:06 +0100) * prevent some 'X' accounts from being created when reading opening balance entries from QIF files * tweak budget status colors in dark mode * fix ctrl-clicking in various parts of moneydance (including in transaction register) ------------------------- Moneydance build 1864 (Sat, 06 Apr 2019 23:47:47 +0100) * extensions are now (again) sorted by name * fix some a few bugs in new security performance graph and it's integration * in account registers, alt-clicking or ctrl-clicking on the download button now (again) opens the URL for the account in an external browser * added keyboard shortcuts (create, delete, edit) in the account list, category list, and security list windows * set the Next button as the default (press enter to invoke) in various 'wizard' windows * a bit more font tweaking on windows, although Thai characters are still not displayed :( * significant QIF import bug fixes and minor settings UI improvements ------------------------- Moneydance build 1863 (Thu, 04 Apr 2019 23:29:09 +0100) * moved the bulk of file import processing into a background thread and added activity indication/progress bar * fixed bug in import processor from build 1862 which aborted OFX/QFX imports * restored previous font defaults for register and monospaced text * added Security Performance Graph (thanks James Larus!) ------------------------- Moneydance build 1862 (Wed, 03 Apr 2019 23:32:41 +0100) * update to Brazilian/Portuguese text * add a txnCount property on accounts to make it easy to tell if the account is empty (has no transactions) * add a post-load check for relative currency cycles which will break the cycle at the deepest point possible * OFX connections now default to using system certificates, with the ability to opt-in to OFX-specific certificates for individual connections * added method for extensions to display any data object, including transactions, accounts, budgets, reports, graphs, reminders, and currencies * fixed bug when opening archived files from certain old versions of Moneydance which wouldn't change the identity of the file, causing it to sync with the original copy of the file upon opening * the date column in all registers now uses the default font rather than a monospaced font * bug fixes and improvements to file importing, including the ability to override the currency and type of accounts being imported * changed the default fonts being used, mostly on windows to ensure that fonts fall back to a localised font in cases when certain text can't be displayed in the primary font * reduced the minimum size for the reconciliation window * enabled anti-aliasing in the net worth toolbar/dashboard graph * tweak day number fonts in the calendar * extra logging in the windows file opener ------------------------- Moneydance build 1860 (Mon, 04 Mar 2019 23:46:27 +0000) * added word-wrapping to more multi-line text boxes (account properties windows, mostly) * Updated extensions manager window to show three tabs: available, installed, and updatable extensions * QIF import fix to importing downloaded (or MS Money) files, extraneous created accounts, and making it easier to import into a new account * updated bundled java to 11.0.2, hopefully fixing a printing problem on windows ------------------------- Moneydance build 1859 (Wed, 27 Feb 2019 15:09:28 +0000) * more OFX https server certificate validation fixes * bug fixes in QIF importer relating to the import of single-account QIF files * enable word-wrapping on multiple text boxes ------------------------- Moneydance build 1858 (Sat, 23 Feb 2019 23:13:21 +0000) * HTTPS secure sockets connection configuration improvements * Fixed auto-refresh of new FI connection mechanism ------------------------- Moneydance build 1857 (Mon, 18 Feb 2019 23:33:48 +0000) * fixed bug in currency/security history table when manually entering a daily 'high' price * fixed auto-refresh of signed OFX connection information * color and layout improvements to quick-search field popover and downloaded transaction match/merge/confirm panel ------------------------- Moneydance build 1856 (Mon, 11 Feb 2019 16:54:09 +0000) * fix dev kit signing action with certain types of private keys, and bumped dev kit to v5.1 * fixed budget progress bars when displayed on non-white backgrounds * budget header/summary values now exclude non-visible accounts and categories * all budget progress bars now use colors from the current theme * volume axis labels in the security detail view now use colors from the current theme * added option for connections to use File UIDs for all requests, not just bill payment (hopefully helpful for Central Bank of St. Louis) * minor performance tweak to BudgetPeriod and simplification to BudgetItemList ------------------------- Moneydance build 1855 (Tue, 29 Jan 2019 13:26:50 +0000) * fix graphs+reports window sizing craziness when a graph or report existed that applied to a large number of specific accounts * tweak to price history additions from QIF imports -------------------------