Updated: Sat, 30 Oct 2021 02:00:00 +0000 Moneydance Updates https://infinitekind.com/download Moneydance 2022.2 build 4060 (Sat, 30 Oct 2021 02:00:00 +0000) Welcome to the single most significant update to Moneydance in our twenty-three-year history! Rather than dump a giant list of changes in your lap, let's start with our three tentpole features for Moneydance 2022: Moneydance+. Now with a single click, you can seamlessly download all of your transactions from tens of thousands of banks and credit card accounts. It even works with PayPal and Wise.com! Moneydance+ accesses an order of magnitude more banks than Moneydance has ever supported, and we're excited to roll it out initially for US and Canadian bank and credit card accounts, with EU, UK and investment support soon to follow. iCloud Drive Syncing. For years, we've heard that many Apple customers would prefer to drop Dropbox and sync using the iCloud Drive that was built-in to their Macs. With this update, Moneydance for Mac can finally do precisely that. We’ll be releasing updates to the iPhone and iPad apps shortly. Dropbox syncing will still be available, but there will be an even more seamless sync setup experience for people immersed in the Apple ecosystem. Finally, we've noticed how many customers loved Kevin Stembridge's Money Foresight extension, which helps you budget and predict balances based on transaction reminders. It's a great way to plan because most people's expenses are regularly recurring, and scheduling income and expenses using reminders provide the best balance forecast possible. With Kevin's help, we've incorporated the feature into the Foresight tools within Moneydance. Check it out for a beautiful new way to plan your financial life! We know you’re going to love the new features, especially the ease with which you can download and sync all of your transactions using Moneydance+. We should mention up front that the use of the Moneydance+ features requires a reasonably priced subscription which includes a free trial and is cancelable at any time. Using Moneydance+ is purely optional and because running the service incurs a fee for us, and since we don’t sell ads or customer data, the subscription was necessary. You can still always purchase Moneydance with a one-off payment, and it’s yours to keep, forever, with no sunsetting of features. Oh, and there was also a metric ton of the usual minor improvements and bug fixes. We'd love to hear if you have any requests for future changes! * Please note: If you've already installed Moneydance 2022, this is a minor update including the following improvements: * 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 Moneydance+ 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 * 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) Welcome to the single most significant update to Moneydance in our twenty-three-year history! Rather than dump a giant list of changes in your lap, let's start with our three tentpole features for Moneydance 2022: Moneydance+. Now with a single click, you can seamlessly download all of your transactions from tens of thousands of banks and credit card accounts. It even works with PayPal and Wise.com! Moneydance+ accesses an order of magnitude more banks than Moneydance has ever supported, and we're excited to roll it out initially for US and Canadian bank and credit card accounts, with EU, UK and investment support soon to follow. iCloud Drive Syncing. For years, we've heard that many Apple customers would prefer to drop Dropbox and sync using the iCloud Drive that was built-in to their Macs. With this update, Moneydance for Mac can finally do precisely that. We’ll be releasing updates to the iPhone and iPad apps shortly. Dropbox syncing will still be available, but there will be an even more seamless sync setup experience for people immersed in the Apple ecosystem. Finally, we've noticed how many customers loved Kevin Stembridge's Money Foresight extension, which helps you budget and predict balances based on transaction reminders. It's a great way to plan because most people's expenses are regularly recurring, and scheduling income and expenses using reminders provide the best balance forecast possible. With Kevin's help, we've incorporated the feature into the Foresight tools within Moneydance. Check it out for a beautiful new way to plan your financial life! We know you’re going to love the new features, especially the ease with which you can download and sync all of your transactions using Moneydance+. We should mention up front that the use of the Moneydance+ features requires a reasonably priced subscription which includes a free trial and is cancelable at any time. Using Moneydance+ is purely optional and because running the service incurs a fee for us, and since we don’t sell ads or customer data, the subscription was necessary. You can still always purchase Moneydance with a one-off payment, and it’s yours to keep, forever, with no sunsetting of features. Oh, and there was also a metric ton of the usual minor improvements and bug fixes. We'd love to hear if you have any requests for future changes! * Please note: If you've already installed Moneydance 2022, this is a minor update including the following improvements: * 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 keyboard navigation in category popup * Improvements to embedded browser when logging into banks to download transactions directly ------------------------- Moneydance 2022 build 4056 (Fri, 15 Oct 2021 23:30:00 +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 * Fixed white-foreground-on-white-background issue on Moneydance+ and Match Online Accounts tables (Windows and Linux only) * Fixed reversed transaction/initiated date and authorised/posted date in Moneydance+ downloaded transactions * Properly refresh the expiration date status for Moneydance+ connections ------------------------- Moneydance 2021.1 build 3069 (Fri, 21 May 2021 10:00:00 +0000) * Overhaul to Python extension support. It is now possible to build and package extensions to Moneydance that are fully implemented in Python. Further, Python extensions can declare supported entry points, allowing extensibility for deeper integration * Native interface including automatic switching between dark and light mode on macOS, obeying the system setting for auto-hiding scroll bars * New preferences tab with appearance settings, including the ability to select any font you like and change the color theme without requiring a restart * Fix crashes on macOS when using multiple monitors * Fix conflict with the macOS 11 open-documents-in-tabs setting * Fixed highlighting of future transactions in the register * Fix issue with saving the relative base currency for securities * Improved settings for check number popup and auto-completion, including the ability to have account-specific settings * Fixed error when generating a budget report in certain circumstances * Handle invalid dates properly when reading OFX * Fix bug when importing or un-archiving a file when the main moneydance window is not yet open * Fixed bug in automatic updating of online banking connection parameters * Skip shared folder metadata files with dot prefixes when scanning for sync updates * Resolve some summary screen drawing errors after importing or syncing * The account properties editor now shows the correct name for the summary/root account * Enable (end-to-end encrypted) tunneling for OFX exchanges with certain banks. This permits connections to financial institutions with special security requirements, such as Schwab and Fidelity * Restored custom TLS layer settings for connections requiring custom tweaks (including Fidelity) * 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 * 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 * 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 requirements at runtime (not just install time) * Fix bug when sorting by the check number column * Miscellaneous internal graphics/UI improvements * Improve account/category selector when editing a transaction assigned to an inactive category or account * 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 * 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 * Fix sorting and grouping issue in Investment Transactions and Transaction Filter reports * Fixed parent account name display in parent setting for credit card, liability, and loan account information ------------------------- Moneydance 2021 build 2006 (Tue, 20 Oct 2020 15:40:00 +0000) * App-wide interface refresh * Massive improvements to embedded browser functionality * Automatic importing of transaction files from embedded browser * Syncing performance and reliability improvements (iCloud coming soon) * Smoother process for importing from all downloaded account types * No longer register for the .md file extension. We used it first, but now it is Markdown's turn * Low-level syncing fixes including dealing with future-dated changes * Increased tolerance for invalid values in downloaded files (including DTSTART tags) * Welcome Window is now interactive if returning from a canceled password prompt or other failed file loading * Improved default printed check layout format * Improved scroll bar UI auto-hiding * No longer use a monospaced font for amount column table headers in the account/category windows * No longer include base-currency history when determining the date range for a currency/security history graph * Updated and added bundled python libraries ------------------------- Moneydance 2020.1 build 1925 (Wed, 26 Aug 2020 09:00:00 +0000) * 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 * Add check number list options to account settings window * Improve UI for account-specific or global check number list options * Added check number list options to all check number popup fields (including other-side transactions, investment transactions, and liability account transactions) * Fix default destination account selection for QIF files with "liability" accounts * Fixed missing text for certain date ranges and date interval groupings * Restored drill-down into categories from reports (disabled in previous update) * 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 * Updated report viewer with improved auto-sized column and report widths * Tweaks to dashboard budget graph ------------------------- Moneydance 2020 build 1919 (Sun, 09 Aug 2020 12:00:00 +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 * Improved handling of 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) * Updated Brazilian-Portuguese translations (thanks Heitor Moreira da Silva!) * No longer use a separate font in transaction registers as the rest of the app * Remove amount sign override for downloaded transactions marked as 'payment' in credit card accounts * Improve embedded browser compatibility with some banking sites * Use lightweight browser component to display reports, meaning that report columns are now auto-sized * Updates to fix printing issues on some Windows systems * Now uses new method for calculating cost and gain for average cost securities, taking stock splits into account * 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 * Improved report printing clarity, column sizing, and spacing * 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 * When importing downloaded accounts or transactions, the account matching window now has the option to skip subsequent confirmation windows after selecting the destination account * Many under-the-hood updates to http/https support, including tweaks to make M and T Bank connections work for everyone * Improvements to transaction sorting selection and behaviour * Updated Python support, specifically with fixes affecting macOS catalina * Improved appearance of color theme editor, including showing more descriptive labels for each color entry * Tweaks to file selection in open/import windows * Improved document file icons to better differentiate them from the Moneydance app icon * Allow customized font setting to apply to menus on non-macs * Updated text in register custom date filter button * Improved encoding of commas and large numeric values in tab-delimited report exports (and copying to clipboard) * Additional warning panel when an unsigned/unverified extension is loaded * Date changes on mobile transactions will apply to both normal and tax dates * No more drilling down into category registers - it just ends in tears. Bank and other account types still support it. * 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 * Added intermediate thawte CA certificate for internally-managed connections to Voya * 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 the sync folder being used * 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 * Added progress indicators and status descriptions to all non-instantaneous import processes, and made long-running imports cancelable * Big performance improvements of long imports * Added Security Price History report * Use San Francisco font on macOS * No longer include inactive accounts in the batch-change-account account selector * Increase buffer size when exporting a backup/archive to significantly speed up shutdown * Ignore invalid security/currency prices/rates when importing from a QIF file rather than abort the import * 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, which includes preliminary compatibility with Surface Pro X * Fixed bug in which undo actions in the python/moneybot window didn't apply to text edits * Workaround Magic Mouse issue which made selecting accounts from popups or displaying the calendar picker from date fields very difficult * Remove extraneous historical prices from the base currency upon loading * Added Account.setCreationDateInt(int) method to API * 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. This includes a per-account editable list of entries as well as the option to include recent entries from either the same account or all accounts. * Transaction register bug fixes and tweaks * The color theme editor should now show names for all customisable colors * 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 2019.3 build 1880 (Wed, 19 Jun 2019 12:00:00 +0000) * Added option to show either the Welcome Window or the most recently opened file on startup * Fixed bug in the Welcome to Moneydance window which would sometimes cause the window to be unresponsive * Changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode * Tidy up buy/sell markers in security detail graph * Improved visibility of the selected date period in the budget manager when using the solarized dark theme * Minor tweak to downloaded transaction sidebar headers * Workaround for issue with Amazon-purchased keys not working in recent updates * Fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files * Fixes to importing specific QIF import files which specify an account header for a single account * Importing CSV and other delimited files now provides an option for when to merge transactions that seem like duplicates * No longer show security accounts in the QIF import settings as they just add clutter with no functional benefit * No longer add caret prefix to stock ticker symbols imported from QIF files * Allow for slightly different dates when eliminating duplicate transfers in QIF imports * 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 * Show the abbreviated list of available currencies in the currency override popup of the QIF import settings * Override downloaded credit card transactions with a transaction type of 'payment' and negative amount to have a positive amount * Added a setting to ignore the OFX/QFX TRNTYPE in downloaded bank transaction amounts and rely solely on the sign of the amount ------------------------- Moneydance 2019.2 build 1868 (Wed, 17 Apr 2019 12:00:00 +0000) * Built-in browser for secure communication with your bank, broker, payment service, or other data source. You can now open an embedded WebKit-based browser to log in to any bank's website. Moneydance will recognize and import any files downloaded from that site. You can even use Python scripting to automate the process, providing an effortless way to sync your accounts. All without needing to upload your passwords and financial information to any third party services. * Dark Mode - Moneydance now integrates smoothly with your darker themed desktop * Since 2015 Moneydance has stored every change made to your files. While these changes didn't take much space, they did result in many small files that could slow down the opening and closing of Moneydance. Moneydance 2019 will automatically compress and consolidate the older history in your data which can reduce file size by a decent amount, but the most significant change is probably the improvement of opening and closing your files. * Moneydance now stores security prices relative to their associated currency, which means that updating exchange rates will not affect the prices of non-base-currency securities. * Ridiculously Easy Import - now you can migrate your data from other applications and downloaded files without needing to fuss with a multi-step process or deal with complicated settings. Moneydance analyzes files to figure out the best way to import the data. * Python-based extensions. You can now easily package Python scripts as extensions and have them launched from the main extensions menu. * Moneydance now supports high resolution (aka retina, HiDPI, etc.) displays on Windows and Linux, adding to our existing support for them on macOS.
In addition to the above major changes, here are some of the smaller improvements in Moneydance 2019.2: