Updated: Sun, 20 Sep 2020 10:44:00 +0000 Moneydance Preview Updates https://infinitekind.com/preview 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 -------------------------