April 27th, 2012· MyMoneyLive Beta Build #3
· Bug fixes
March 17th, 2012· Fixed OFX balance generation issues when exporting data
· Added Automated Bug Submission in MyMoneyLive
· Added Portfolio rebalancing in Investments
· MyMoneyLive Beta Build #2
February 27th, 2012· Fixed American Express OFX synchronization issues
· Fixed dropbox syncronization issues
· MyMoney bug fixes
January 24th, 2012· MyMoneyLive bug fixes
· MyMoney bug fixes
December 17th, 2011· MyMoneyLive WebUI released to closed beta
· Bug Fixes
October 25th, 2011· MyMoneyLive: added Register and Accounts Manager for the web
· Bug Fixes
September 26th, 2011Added Refactoring commands for Quick Edit:
· Find all unused Payees
· Remove them
· MyMoneyLive: added APIs for the web version
· Bug Fixes
August 27th, 2011· Investments: Changed handling of imported data so the unit prices are adjusted to match broker reported transaction totals
· MyMoneyLive: added APIs for the web version
· Bug Fixes
July 25th, 2011· Fixed handling of Citi Bank generated OFX data
· Fixed ticker resolution for some Italian issues
· Fixed Google Finance sync issues
· Bug Fixes
June 18th, 2011· Added support for Amazon.com App store
· Bug Fixes
April 5th, 2011· Added 2 way sync with Google Finance
· Bug Fixes
February 19th, 2011· Added user defined reports
· Fixed incorrect position resolution for a given CUSIP
· Porfolio Analyst released to beta
· Bug Fixes
January 15th, 2011· Fixed OFX connection issues for MorganStanley SmithBarney brokerages
· Fixed refactoring logic for Categories and Sub Categories
· Fixed downloading of bank transactions marked as XFR/XFER
· Updated database engine to the latest version (Apache Derby 10.7.1.1)
· Bug Fixes
January 15th, 2011· Changed Printed Checks Barcodes to EAN-128A
· Subcategories are properly sorted in all picklists
· Favorite Payees are grouped together in payee picklists
· Recently used Payees are highlighted/pinned in picklists
· Added Number Removal/Preservation options to downloaded data normalization
· Bug Fixes
November 20th, 2010· Added new Search functionality: Search by Amounts, Payees, Categories
· Added End of the Calendar/Business Month to Date Ranges
· Fixed Monthly Memorized Transactions
· Fixed application hanging in Account Forecasts
· Bug Fixes
October 26th, 2010· Added a new option to better control Bank Post Dates resolution
· Fixed OFX issues with missing currency definitions
· Fixed synchronization issues with Fifth Third Bank
· Fixed Fidelity Investments OFX "account-up-to-date" issue
· Fixed spiking balances in Account Forecasts
October 1st, 2010· Printing of Deposit Slips (compatible with Peachtree or Quickbooks)
· Account Spark Lines are color coded / optional
· Added right mouse click popups in Account Registers
· Greek Translation: ευχαριστίες Vassileios Bamiatzis
· Fixed issues with moving positions between Portfolios
· Added Account Market Value reporting to Balance Sheets
· Performance Improvements
September 16th, 2010· Microsoft Money Imports: Transactions with Missing Payees are allowed to go through
· Fixed issue with Transaction Dates reset after Split Adjust Dialog
· Added new Date Range options
· Added Font customization for Checks and Deposit Slips
· Added Maximum Balance visualization
· Added Account sparkline visualization
August 21st, 2010· Investment Positions are automatically reconciled against brokerage reported balances
· Modified workflow for Income Reinvestment Transactions
· Added Balance Sheet reports
· All reports are localized
· Historical snapshots added to Account forecasting
· Fixed decimal point issues in Calculator
· Bug fixes
July 31st, 2010· Updated Financial Institutions directory
Added two new refactoring options:
· Convert downloaded transaction to Transfer
· Convert downloaded transaction to Split-Transfer
· Fixed Register filter losing focus while typing
Added extra step in Memorized Transactions workflow:
· Transaction will be popped up in an editor before manual entry
· ixed Exchange Rates precision issue
· All Reports have been recompiled so all fonts are user customizable
· Bug fixes
July 10th, 2010· Updates to all translations
· Updates to the online manual
· Portfolio Manager released to retail
· Bug fixes
June 12th, 2010· Added Amount tolerance to Data Matching algorithm
· Expanded (to 18) sources for Historical Stock Prices
· Fixed locale conversions in Investment dialogs
· Added parsing of 401k Positions
· Added Portfolio Summary system report
· Updated Spanish translation
May 15th, 2010· Major revisions to QIF Importing functionality, previosly discarded QIFs are backfilled with data, cleansed and allowed to go through.
· Added Porfolio Cashlows visualization
· Added Portfolio Composition visualization
· Added Security Charting tools
· Added support for old OFX spec (1998/DTD1.5)
Updated OFX Information for:
· TD Bank
· RBC Wealth Management (RBC Dain Rauscher)
· Category Autofills are transaction type sensitive
· Bug fixes
April 24th, 2010· Added new options to control Dates on Check Entry
· Added new Date Ranges options
INVEST:
· Added Average Cost Basis to all Gain/Loss calculations
· Added Newton-Raphson method to all IRR calculations
March 20th, 2010· Fixed Reconciliation workflow issues
· Accounts Manager will show Account totals and running balance
· New refactoring option: Copy Payee into Memo
· Updated OFX Connection Settings for American Express
INVEST:
· Fixed commision/fee logic on BUY transactions
· Added manual price updates for securities
· Added Quote normalizer for automatic pence->pound conversions
· Positions could be moved between porfolios on the same account
· Microsoft Money generated balances will be ignored on CSV-8 formats
· Fixed QIF importing issues for Accrued Interest and Bond Payments
· Fixed unit and unit price precision issues in dialogs
Added Portfolio/Position metrics:
· Gain/Loss (Total | Unrealized | Realized), Quantity, Return Rates
February 20th, 2010· placed OFX Banks Balance with Todays Balance on info screens
· Fixed overcounting issue in accounts forecasting
· Fixed repeat payment issue on P&L reports
· Updated Spanish translation
INVEST:
· Added trade technical indicators to analytics
February 1st, 2010· Fixed Date conversion issues when importing from certain banks
· Numerics can be right aligned in Accounts, Portfolios and Positions tables
· Fixed loan payments reporting on P&L reports
Updated OFX Connection Settings for:
· Chase Bank
· Mountain America Credit Union
LOAN:
· Assets can be assigned to existing loans
· Fixed miscellaneous loan workflow issues
· INVEST: Released windows version into public beta
December 28th, 2009· Added Mortgage Setup Workflow
· Loans can be associated with Asset Accounts
· Expanded Currency Exchange dialog to calculate rates in addition to
· amounts
· Better support for French (and French derived) number formats
· Tag history dialog will calculate and display tag running balances
· Manual Backup dialog will prompt for backup folder if needed
INVEST:
· Added support for multiple portfolios per Investment Account
· All Existing databases will be upgraded to Investment schema
November 20th, 2009· Added Comparative Profit and Loss Reports
· Fixed issue with multiple-split transfers booked twice on P&L reports
· Fixed issue with fractional precision on Loan interest rates; it is now possible to originate and track loans with unlimited fractional points
· Unwanted OFX Normalization could be switched off
· Fixed issues with spot exchange rates applied incorrectly on EURUSD pairs
· Provided a workaround for Wachovia OFX communications
INVEST: Added Import of Investment data from:
· Microsoft Money (CSV-12) formats
· QIF Investment (Standard) formats
· QIF Investment (German) formats
· OFX Investments
October 24th, 2009Added synchronization with Investment Checking Accounts:
· It is now possible to synchronize checking accounts held at Investment Companies;
· INVEST: Added
· Reinvestment of Capital Gains
· Reinvestment of Dividents
Automatic Entry Transactions:
· It is now possible to schedule Recurring Transactions to be posted automatically at specified times
September 19th, 2009· Chart Of Accounts(COA) will summarize and show category totals
· Spot currency exchange rates are resolved and applied automatically
· Register Navigator is now properly resizable
· Added support for zero interest rates on Loans
· Fixed issue with Loan payments not following amortization table
· Fixed issue with memorized transactions skipped when moved on a calendar
INVEST - Added:
· Commodity Channel Index
· AR/BR Indicator
· Directional Movement Index
· Exponential Moving Average
· Added Dutch Translation
August 21st, 2009· Closed named issue 2447 (Chicago Split)
· Under certain conditions large memorized splits persisted incorrectly
· INVEST: Added Technical Analysis display
· INVEST: Added Bollinger Bands indicators
· Linux: Upgraded UI to match Ubuntu 9
· Added customizable Date ranges on the reports
· Predefined check numbers are user-customizable
· Fixed P&L(Custom) calculation
· Added Portuguese Translation
· Added Italian Translation
· Added French Translation
July 18th, 2009· BETA: Added syncronization with FreshBooks.com
· Form autofills are now optionable
· Loans could be recalculated for length and APR with loan amortization
· tables properly updated; added balloon payment provisions to the loan terms
· Splits are properly sorted in all split transactions dialogs
· Added Profit and Loss (P&L) Reports
· Added Euro Ribbon pack
· Added Dollar Faces Ribbon pack
· Added German Translation
June 18th, 2009· Added support for Fortis Banking Group OFX formats
· Added accounting support for Loan related fees, expenses and transfers
· Balance forecasting is expanded to include Loans
· History searches will show accumulated totals
· Fixed disappearing FID in bank synchronization dialog
· Added Date ranges to automatic synchronizations, it is now possible to specify download start and end date ranges
· All calculators are now Account Locale sensitive
May 22nd, 2009· Added Transaction Tagging functionality
· List Manager is expanded to handle custom tags
· Added New Loan Wizard workflow
· Added Quick Loan Calculator
· Added Loan Amortization Scheduler
· Search is tuned to locate records in closed and archived accounts
· Added ledger entries merging functionality
· Fixed memorized dates range issues: bugzilla#2098, 2099, 2100, 2121, 2129, 2143, 2152, 2162, 2164, 2167, 2169, 2170, 2190, 2220, 2231, 2242, 2243, 2263, 2267, 2282, 2283, 2286, 2288, 2290, 2299, 2307, 2313, 2314, 2315, 2316, 2322
April 17th, 2009Business check printing is enabled, supported templates are:
· Form #7000 Standard laser checks - 3 per Page
· Form #7200 Business Voucher checks
· Checkbook Printing enabled
· Added Currency Converter
· Auto-Fill will recall and prefill recent amount on new checks
· Added current Account balance sparkline to Registers info panel
· Timezones can be customized independent from OS
· Windows: bundled JRE upgraded to version 6.0.12
March 21st, 2009· Added new Transaction Type - Template
· Memorized transactions are now editable and templatable
· Check for updates on a program startup is optionable
· Fixed the sorting of entries on a single day issue
· Fixed the payee resolution issue on mixed split transactions
Reconciliation workflow changes:
· Account recons can be temporarily postponed
· New transactions support during recons
· Added British currency ribbon pack
February 18th, 2009· Added Southeast Asian currencies
· My Money is now compatible with Unicode CLDR Project providing better support for formatting of localized dates, times, time zones, numbers, currency values; sorting text; choosing languages or countries by name
· Added Calendar Tab functionality, it is now possible to visualize and manage upcoming and pending Bills and Deposits from the Calendar view
· My Money Calendar is now compatible with Google and MacOS Calendars
January 16th, 2009· Check numbers are enabled for split transactions
· Spanish translation
· Added Categorized reports
November 8th, 2008Bug Fixes:
· Numerous fixes on mixed splits and split withdrawals workflows
· Transfers are properly resolved and recorded in reports
· Database Access permissions: 740,871,1219,1266,1394,1481,1497,1501
· Database Autoloaders: 93,98,102,224,625,855,1067,1121,1144,1145,1146,1147,1393,1558,1559
· Invalid split transfers: 485,975,1518,1536,1560
October 24th, 2008Microsoft Money importing improvements:
· Duplicate transactions are allowed to go through
· Invalid imported splits are fixed when possible
· Performance Improvements
October 10th, 2008Data Exports are enabled:
· Exports to: legacy Quicken, regular Quicken, QuickBooks and QuickBooks Accountant
· Exports to Microsoft CSV-8 formats
· New search functionality to find transactions with missing payees, no categories or potential duplicates
· Currency exchange rates are properly accounted for when transfering funds between accounts
· Support for discount, effective and nominal rates
September 12th, 2008· New Category/SubCategory views in the register
· Categories and Payees could be setup to be color highlighted
· New duplicate transactions search options
· New Loan Account type added
August 29th, 2008· Customization options for OFX connections to banks
· Product licensing is enabled
· Bug fixes: File permissions issues while creating new database
· Bank status issues
· Reconciled dialog issues addressed
August 1st, 2008· Recurring bills and deposits are enabled.
· Account balance forecasting added to analytics
· New refactoring option: Quick swap of Payee and Memo fields
June 3rd, 2008· Autosync with the the participating banks is enabled.
· It is now possible to update your account information and download data into My Money database directly from a bank.
· Bug fixes
May 31st, 2008· Autosync with the the participating banks is enabled.
· It is now possible to update your account information and download data into My Money database directly from a bank.
· Bug fixes
May 9th, 2008· We now match data by statistically significant string fragments and allow to fine-tune this through options.
· We use N-Gram analysis and Markov chaining to calculate internal data rankings.
· Added Canadian Banks information to the master bank file
February 9th, 2008· Bug fixes
December 8th, 2007· Added automated submission into Bugzilla
· Blowfish is replaced by Adaptable algorythm
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