Updated: Fri, 19 Apr 2024 13:45:00 +0000 Moneydance Updates https://infinitekind.com/download 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.*** * 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 * 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 2023.3 build 5064 (Fri, 08 Dec 2023 15:00:00 +0000) * Changes to API to keep compatibility with some extensions * 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 * Fixed error when encountering certain unrecognised investment transaction types in downloads or imports ------------------------- Moneydance 2023.2 build 5059 (Sat, 25 Nov 2023 09:00:00 +0000) * The macOS version of Moneydance is now a universal binary and runs natively on Apple Silicon Macs * You can now use emojis anywhere you can enter text, including account and category names and transactions! * Improved syncing performance for files with a large number of attachments * Improved initial syncing performance by performing many small download operations in parallel * Implemented atomic balance recalculation, which fixes occasional summary screen issues following updates from background syncing * Moneydance now auto-commits scheduled reminders (if enabled) 5 seconds after loading a file, then every 3 hours thereafter * Allow selection and deletion of multiple reminders simultaneously * When opening an account in a new window, the window is now offset slightly, and its location is reset to the top or left if it would otherwise move off-screen * Fixed a bug that caused downloaded transactions not to be added to the register when a currency rate or security price was a non-positive number * Fixed a bug that prevented saving changes to check printing settings * Made a search field tweak to prevent text selection issues in certain circumstances * Moneydance now preserves Moneydance+ status across restarts, eliminating the need to refresh from the net immediately after opening a file * Added a modern appx installer for Windows * Made reminder deletion undoable * Fixed a bug where the previous version of Moneydance showed a loan's starting principal in the balance adjustment field * When syncing, files uploaded from the same device are no longer downloaded, saving a small amount of bandwidth * When syncing to/from mobile devices, Moneydance now re-creates folders that may have been erroneously deleted, rather than failing * OFX and Moneydance+ downloads now use a smarter algorithm to determine the 'last download' date, preventing issues when an account is reconnected or configured to download from multiple sources * 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 * Pressing enter/return in a date field now moves the focus to the next field * Fixed trial period transaction counting * Improved performance and reduced memory usage when switching between files * Reduced logging when listing files/folders in Dropbox Connection and iCloud Drive sync methods * Recorded more complete investment transaction data downloaded via Moneydance+ * Fixed a bug that prevented maintaining 'infinite' backups * Fixed a bug where some Moneydance+ functions could produce an error if there was a delay when loading a file * Fixed a bug where "last N days" date range presets incorrectly included the current date * Added -nobackup flag to skip performing automatic backups when running from the command-line * Fixed the contrast of Foresight graph annotations in dark mode * Made the Security Price History report treat date ranges consistently with other reports and graphs * On Windows and Linux, Moneydance now allocates a maximum amount of RAM based on the amount available on the computer * Reduced unnecessary Moneydance+ console messages * Line graphs now (mostly) include zero on the Y-axis for reference. You can always zoom in for more detail by dragging a rectangle on any graph * Fixed an issue that caused a dataset with no name to appear in the security performance graph * On Windows and Linux, added an option for a user-specific launch options file, overwriting any existing Moneydance.vmoptions ------------------------- 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 (Wed, 29 Mar 2023 09:00:00 +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 (Sun, 29 Jan 2023 22:00:00 +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 (Sun, 14 Aug 2022 15:30:00 +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 * Process synced mobile transaction updates in the same order they were made * Reduce volume of cash register sound by 50% * If a window's remembered location is outside 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 * Fixed bug that sometimes prevented full disconnection of a Moneydance+ account ------------------------- Moneydance 2022.4 build 4087 (Wed, 01 Jun 2022 09:00:00 +0000) * Removed embedded browser. If you used and like the embedded browser, please let us know! It seemed that very few people knew about it and even fewer used it, so we've removed it, possibly temporarily. * 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 * 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. This helps avoid the tiny-window-in-corner-of-screen problem that a few people had been experiencing. * 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 * Updated bundled Quotes & Rates extension to work with Yahoo Quotes connection * Fixed new-transaction button when switching between investment accounts * Creating a new transaction from the Security Detail screen now creates a transaction pre-set to the selected security ------------------------- Moneydance 2022.3 build 4077 (Sat, 30 Apr 2022 10:00:00 +0000) * Moneydance+ now supports investment accounts! (in North America, with EU and UK coming soon) * 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 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 * Fixed a memory leak when syncing using iCloud Drive * Fix crash in certain iCloud syncing situations * Fix bug in which inactive accounts do not appear dimmed in the Accounts or Categories windows * Fixed handling of downloaded correction transactions that could result in multiple duplicates * Fix high contrast theme in which secondary text had the same color as the default * 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 * 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/time is the first second of the day * Ensure that the last-download-date for transaction downloads is never in the future * Improvements when changing color schemes * Improvements and bug fixes to Investment Transactions report * Improvements to Transaction Filter report, including a new category filter field * Added the ability to copy/save Moneydance+ debugging info to console window * Fix register sorting by category when clicking on column header * Added certificate authorities for some OFX services * Improved Moneydance+ relinking notifications and process to be less annoying * Constrain dates to prevent graphs from not updating if there are invalid dates in price histories * Improvements to native-ness of buttons, views, and colors on the mac * 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 * Fix slowdown when loading certain files with large account structures * Color scheme improvements and fixes * Improvement to security-matching window * Improved status updates when downloading and de-duplicating transactions * Memorized Graphs and Reports are now listed alphabetically in the separate Graphs and Reports window * 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 * Improved currency and security list window, including more useful display and remembering their size and position * 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 * Fixed crash when setting/changing certain color schemes on the mac * Fix error on mac when choosing a future foresight time period * 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 * The escape key now hides various dialog and prompt windows by default * 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 * Improved feedback (window shake and select password) when an incorrect password has been entered when loading a file * Added window when restoring a .moneydancearchive file, providing the ability to rename the restored file as well as an option to keep or reset sync settings * Improved speed when saving daily backups * Download button is now always enabled and shows a popup menu if there are multiple download options available. It also can start the process to set up a connection * Improve currency/security history window calculation that determines whether an edited price was changed * 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 * Minor tweaks to account matching dialog when downloading or importing OFX data * Include number of downloaded transactions in post-download status text * Automatic date axis labels in graphs, including in the 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") * Ensure that various windows and popups appear on-screen, as they weren't before on some multi-display windows systems. * 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 ------------------------- Moneydance 2022.2 build 4060 (Sat, 30 Oct 2021 02:00:00 +0000) * 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) * 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:

  • 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 * QIF import fix: Correct sign of transfer amounts in BuyXfr transactions * QIF import fix: Handle different kinds of starting balance records
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  • 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 * Attempt to improve scrolling in QIF import window currency/account-type selector * 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), which was broken in a previous preview build * In account registers, alt-clicking or ctrl-clicking on the download button now (again) opens the URL for the account in an external browser * Extensions are now (again) sorted by name * Fix some a few bugs in new security performance graph and it's integration * 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 fixes and minor settings UI improvements * Moved the bulk of file import processing into a background thread and added activity indication/progress bar * Added Security Performance Graph (thanks James Larus!) * Update to Brazilian/Portuguese text * 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 * Improvements to file importing, including the ability to override the currency and type of accounts being imported * 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 * 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 * More OFX https server certificate validation fixes * Enable word-wrapping on various text boxes * HTTPS secure sockets connection configuration improvements * Fixed auto-refresh of new bank connection mechanism * Fixed bug in currency/security history table when manually entering a daily 'high' price * Color and layout improvements to quick-search field popover and downloaded transaction match/merge/confirm panel * 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) * 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 ------------------------- Moneydance 2019 build 1855 (Tue, 29 Jan 2019 12:00:00 +0000) * Updated mac app bundle to set a memory limit as a percentage of physical RAM rather than a fixed amount * Mac download file is now a dmg instead of a zip file * Improve performance and accuracy of historic currency/security price lookup and calculations (also resolving a potential stack overflow error) * Exchange rates view on summary screen now shows the price for currencies in both their relative and the base currency, if different * Restore relative currency setting for currencies (helpful for crypto currencies) * Improved capital gains and cost basis calculations for average cost investments for many specific edge cases and transaction types. * Importing currency or security history from a CSV file now figures out the date format automatically * Fix color issue in some account selection popups * Improvements to all color schemes * Improved installation mechanisms: appx files on Windows as well as new tar.gz and snap installers on Linux * Improved handling of HTTP cookies in all communication * Plain text (CSV, tab-delimited) imports now observe the category column * Added Page Setup menu to allow for setting the default paper type and orientation when printing (although some printable items always print in landscape) * Fixed color of the track under custom scrollbars * Set the default theme to dark mode if the system dark mode setting is enabled on the mac * Updated handling of online banking connections behind the scenes, making automatic updates to connection information more reliable * Reimplemented file importer structure to allow for a two-stage import, enabling an initial scan to detect date formats, decimal characters, whether the file was downloaded or exported from another app, as well as to change account currencies before the second stage. The result is an entirely automatic import of multiple file types. * Improvements to monthly calendar view including improved theme support and high-resolution graphics * Fix bug in HTTP cookie handling to allow cookies for parent domains (i.e., www.infinitekind.com) to be sent to the same domain as the parent (i.e., infinitekind.com) * Improvements to the algorithm used to guess whether a bank's OFX credit card transactions reverse the signs based on the transaction type field * Improved QIF export to include liability and asset account types * Improved QIF export to specify the starting balance of accounts more clearly * Improved QIF export to encode forward slashes in account or category names * Fix bug in which newly configured synced data set names sometimes appears as long gibberish-like text * Ensure that cleared balances are correctly calculated for security accounts * Size and display improvements to miscellaneous dialog windows ------------------------- Moneydance 2017.10 build 1706 (Wed, 07 Nov 2018 12:00:00 +0000) * Workaround certain horribly broken OFX responses (Wells Fargo) * Improved 'similar transaction' handling of downloaded transactions by scoring older transactions slightly lower and transactions touching inactive categories much lower. * Fix floating point accuracy issue in gains/basis calculation * Fixed bug that caused security holdings with the same name under different investment accounts to be interspersed when sorting for some reports * Fixed bug in which certain changes to historical currency rates or security prices were not saved across restarts * Improved bundled stock price and exchange rate updating, and added two new sources: IEX Trading, and European Central Bank * Workaround changes to OFX files from several banks which change the meaning of transactions labeled as 'payment' or 'charge' has changed, and (sometimes) the amount is incorrectly negated * Update to OFX response header parsing to handle OFX2 headers plus the XML header tag * Improved QIF export to include liability and asset account types * Improved QIF export to more clearly specify the starting balance of accounts * Improved QIF export to encode forward slashes in account or category names * Net worth total shown on summary page now excludes accounts that are marked as not to be included in net worth calculations * Fixes to average cost basis and capital gains report calculations (thanks Stuart Beesley!) * Workaround for Ally Bank OFX/QFX files which omitted all newlines after the header section * Fix bug that set default exchange rate to 1.0 for new inter-currency entries in a split transaction * Compensate for some Chase OFX files not having a blank line delimiter between headers and body * Ensure the sort order and presence of security/currency history entries are updated when an entry's date is changed * Fixed bug when editing a new inter-currency transaction with splits which set the default exchange rate for the transaction to 1 * Improved 'similar transaction' handling of downloaded transactions by scoring older transactions slightly lower * Transactions referencing inactive categories are also now scored much lower ------------------------- Moneydance build 1691 (Wed, 25 Jul 2018 12:00:00 +0000) * Corrected buy/sell markers in security performance graph by adjusting for splits and removing markers for non-priced transactions * Fixed bug in which min/max amounts in memorized Transaction Filter reports switched to the same value in both fields when re-edited * Security detail transaction list now shows the cleared status from the parent transaction in the investment register * Reliability and efficiency improvements (speed and RAM) for files with large currency and security price histories * Updated Spanish translation * Revamp of capital gains report calculations for securities with average cost * Fix fog a bug which could use unnecessary disk space and RAM when security and currency price histories were updated * Automatically check for and remove any orphan historical price entries when opening a file * Add ability to include currency exchange rates in imported QIF files. In the !Prices section, put a caret (^) before the three digit currency ID and the 'price' will be interpreted as an exchange rate relative to the current file's base currency. * Fixed bug with selection and editing of the 'other side' of transfer transactions * Prevent unrecognised transaction sort settings from stopping the UI (especially in the reconciler window) * Fix bugs related to re-editing transactions, adding attachments, and duplicating transactions from the register when the auto-create-new-transactions option is disabled * Improvements and fixes to mouse click handling, especially when using Apple's Magic Mouse * Fixed error when reading security prices during QIF imports * Fixed bug in which the QIF Import 'Account Info Only' option didn't suppress import of all investment transactions * Fixed bug which resulted in an error when attempting to install an unsigned extension * Added certificates to support a few bank changes (including Wells Fargo and Aon Hewitt) ------------------------- Moneydance 2017.6 build 1656 (Fri, 15 Dec 2017 12:00:00 +0000) Improved investment portfolio screen layout * Updated Stock Quotes and Exchange Rate updater to use Alphavantage.co * Streamline online banking setup process * Tweak connection headers to satisfy BBVA Compass online banking server * Improve interface for opening a synced file * When finding autocompletion matches, allow matches from other accounts if no similar transactions were found in the current account * Updated Python interpreter to version 2.7.1 * Added CA certificates to enable connections to more online services including Alphavantage.co, Capital One Investing, and others. * Fixed translate currencies tool window * Mute dropbox notifications when writing sync files unless debug flag is set (such as when console window is open) * Security detail transaction register now remembers column width settings * Clicking the blank area at the bottom of a register (such as in the reconciliation window) no longer treats it as a click on the last transaction * Fixed bug that prevented changing the rate for an existing currency or security history entry via the API (such as the Security Price Entry extension) * Improvements to online transaction confirmation options (removing redundant merge option) * Better handle erroneous transactions when loading data to prevent sync loops * Tweak mac app bundle info to workaround missing menubar on high sierra in non-English locales * Fix About Moneydance window to always show the correct build number * Fix Welcome to Moneydance window to always show the correct build number * Work around macOS High Sierra bug that caused a crash when certain file chooser windows are invoked * Fix bug preventing correct entry of share values for securities with 10 or more digits * Fix bug preventing auto-categorisation of downloaded transactions that have a very short (under 4 characters) description ------------------------- Moneydance 2017.5 build 1639 (Fri, 22 Sep 2017 12:00:00 +0000) * Workaround for file load/save window crash on macOS 10.13 (High Sierra) * Fix issue that duplicated existing transactions after they were changed on a mobile device * Fix built-in text file import to not ignore credit_amount and debit_amount fields * Fixed issue with online banking/investment connections to Vanguard * No longer dismiss the new-file-from-sync window until the initial sync has successfully completed * Avoid warning/info messages when custom security subtypes are loaded or changed * Handle situations in which synced data can be left inconsistent if Moneydance crashed or was killed before the initial sync completed * Ignore some generic prefixes in the description/payee fields for the purposes of finding similar downloaded and local transactions * Added encrypted storage and handling of HTTP cookies for OFX connections * Added markers showing the date and price of buy or sell transactions on the security detail graph (thanks to James Larus!) * Prevent unnecessary modifications which require pushing new data sets to mobile devices and sometimes causing numerous Dropbox modification exceptions * Fix bug in which the 'other amount' field for a transaction is editable even if the transaction being edited is split * Fix bug that auto-set an incorrect historic rate or stock price when manually entering a dividend transaction * Dropbox sync uploads now no longer invoke notifications * Performance improvements mostly related to investing and currencies with many historical price entries * Added keyboard shortcuts for marking selected transactions as uncleared, reconciling, or cleared * Updated Linux installers to use the latest Oracle JVM ------------------------- Moneydance 2017.4 build 1624 (Mon, 17 Jul 2017 12:00:00 +0000) * Restored 'best match' indicator to the downloaded transaction confirmation interface. Use command+enter to confirm a downloaded transaction with the highlighted action * Fixed bug in Python scripting * Detect slow extensions and log performance information (locally) * Fix bug preventing Dropbox syncing from working properly when the sync folder grows beyond 2000 updates * Improved detection of duplicate downloaded transactions ------------------------- Moneydance 2017.3 build 1622 (Wed, 28 Jun 2017 12:00:00 +0000) * Fixed data storage bug preventing changes from persisting on some versions of Windows when syncing is enabled * Improved computer-to-computer syncing and smoother setup of synced computers. Simply install Moneydance on any computer and select the File->New menu and choose the Open Synced File option to have full access to your finances from anywhere. Changes are automatically synced between computers without fear of conflict. * Improved Scripting with Python: In addition to the Python script runner, this version includes some additional Python Libraries (Requests, and mathplotlib) as well as the ability to load and run extensions written in Python, or more easily edit and run your own scripts. * New text file importer! Import all kinds of text files (CSV, tab-delimited, etc) with automatic delimiter, field type, and date format detection. It also detects and eliminates duplicates, cleans up descriptions, and automatically guesses categories based on previous imports. ------------------------- Moneydance 2017.3.1 build 1671 (Wed, 29 Mar 2017 12:00:00 +0000) * Changed Windows and Linux launcher to restore a reasonable ceiling on memory usage * Fix bug that could cause Moneydance to fail to open a file when encountering a budget entry that references a deleted category ------------------------- Moneydance 2017.3 build 1670 (Fri, 24 Mar 2017 12:00:00 +0000) * Fix syncing bug that caused Moneydance to re-download changes since the last local save. This speeds up file loading, syncing, and prevents the data from jumping around shortly after launch * Improved finding and filtering of similar previous transactions when showing match and merge options for unconfirmed downloaded transactions * QIF file importer now uses a security's relative base currency when importing security prices and has improved logic for when historical prices are imported or ignored in favor of more recent existing prices * Fixed budget calculation of un-budgeted transactions when a category is budgeted in some but not all time periods * Importing a security's history in the current/historical price window now interprets prices based on the relative currency set * Automatic updating of a security's price from transaction entry now correctly translates from non-base currency investment accounts * API/model change to preserve more specific investment transaction types (buy, sell, div, divreinv, dirxfr, short, cover, etc instead of combining them into buy/sell, dividend, short/cover, etc) * Add ability for security and currency histories to be manually imported with more flexible headers (including Alphavantage CSV files) * Re-enabled as-you-type price and amount updating when changing existing investment transactions * Fixed connection problems with Fidelity Investments and Country Bank for Savings * Fixed graphical glitch when collapsing or expanding sub-accounts on the summary screen * Suppress redundant pushes to mobile sync folder (and the resulting notifications, which alas are a bug that must be fixed on the Dropbox side) * Fix layout of portfolio panel when returning to the portfolio view from a different view ------------------------- Moneydance 2017 build 1584 (Wed, 26 Oct 2016 12:00:00 +0000) * Improve performance and lower RAM usage * Fix duplicate downloaded transactions * Fix reminders for every N months reverting to every month * No longer ask to save a transaction twice when another transaction is selected while there are pending changes to the selected transaction * Fix issue with iOS and Android apps showing the wrong currency for accounts and when entering transactions * Fix report and graph memorisation * Fix import problems with Text Importer extension * Fix loan account reminder creation * Add status bar updates when syncing and saving occurs * Fix currency/security snapshots and splits going missing (should restore lost ones) * Improve graph quality for retina displays * Fix Account Balances report when an as-of date is set * Fix hide on homepage setting not being honored * Sort currencies and securities alphabetically on the summary screen * Sort online payees alphabetically in the online bill payment window * Fix the creation of an initial transfer transaction upon creating/editing a loan account * Budget status table is now refreshed properly when editing budget items * Make error message when clicking cancel when prompted for a password human-readable * Fix lower-casing of autocompleted tags * Fixed inability to create new reminders from the calendar context menu * Fix bug where new automatically created security accounts under investment accounts (such as when downloading/importing via ofx/qfx) would name the sub-account with the security ID rather than the security name. ------------------------- Moneydance 2015 build 1000 (Thu, 01 Jan 2015 12:00:00 +0000) * Completely redesigned look, including all retina/high-resolution graphics * Brand new storage system which fully encrypts absolutely everything (even attachments!) and allows for easy and efficient syncing of all data. * Synchronisation of all data using any shared folder -------------------------