|
What's new in this version: Moneydance 2020.1
- 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
- Visual improvements to dashboard budget graph
Moneydance 2020
- 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 selection 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
- 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
- Change log not available for this version
Moneydance 2019.1 Build 1855
- Change log not available for this version
Moneydance 2019.0 Build 1847
New:
- Dark Mode: Moneydance now integrates smoothly with your darker themed desktop
- 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
- 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
- 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
- Built-in browser (currently in beta) for secure communication with your bank, broker, payment service, or other web service. 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
Changes:
- When restoring from a backup, the file chooser now opens with the default backup folder
- 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 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
- Updated mac app bundle to set a memory limit as a percentage of physical RAM rather than a fixed amount
- Improve performance and accuracy of historic currency/security price lookup and calculations
- Exchange rates view on summary screen now shows the price for currencies in both their relative and the base currency, if different
- Enable setting of a ‘relative currency’ for currencies as well as securities, which is helpful for tracking crypto currencies
Moneydance 2017.10 Build 1706
- Workaround certain horribly broken OFX responses
- 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 2017.8 Build 1691
- 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 2017.7.2 Build 1672
- Added DigiCert intermediate certificate to enable some lazy OFX servers to omit part of their complete cert chain
Moneydance 2017.7.1 Build 1671
- increased default max RAM usage on windows and linux launcher
- fixed bug which could prevent opening a file if a budget item references a removed account
- updated extensions bundled with the mac app store version
- updated updater extension with bug fixes and minor UI changes
Moneydance 2017.6 Build 1656
- 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
- 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
- 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
- Fixed bug that prevented certain transaction report settings from being reloaded
Moneydance 2017.3 Build 1620
- 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 2017.2 Build 1597
- suppress low level logging of outgoing http(s) messages, even when in debug mode because they could contain passwords. HTTP headers and responses are still temporarily logged if in debug mode, but requests are not.
- fix problem with packaging, resulting in a non-functional registration window prompt at launch
- Downloaded margin interest transactions are now recorded as simple transfers, to allow for negative amounts
- Tweaked alignment of net worth and account balances on the summary page
- Fixed bug when upgrading from a pre-2014 data file that would disconnect syncing from the previously configured sync folder. The result was syncing being disabled or using a different folder ID than was previously used. This update fixes the problem when migrating and also restores the previous sync folder status as well as continues to sync with any newly configured sync folder for mobile devices.
- app source info update to allow for custom branded colours
- consolidate handling of investment and non-investment transactions in OFX downloads and imports
- store the original data (from OFX, OFC, or QIF importers) for imported or downloaded transactions
- avoid concurrent modification errors in the post-load data validation
- fix bug which inverted historical exchange rates or security prices which were automatically entered from edited transactions
- add timestamp to the default manual backup/archive file name
- tweaked layout of the translate currency window
- No longer discard the amount's sign for specific downloaded investment transactions, such as a negative amount for an interest-income transaction
- Cleaned up text descriptions for the different kinds of category sets for new files
- move default python script template into a file/resource rather than embedded in the code
- updated updater extension
- also updating the "marketing" version as required by the app store for further processing
- more corrections to mac app store packaging
- corrections to mac app store packaging
- update build script to exclude the libjfxwebkit.dylib library which is not compatible with the mac app store due to using what Apple considers a "private API"
- reduce logging clutter in dropbox sync interface
- slight tweak to homepage view management
- Fix bug when importing a file into a new account set (such as from the Welcome Window)
- remove libjfxmedia library as it is not needed and uses private APIs, making it incompatible with the Mac App Store
- update in-app URLs for support and purchasing |
