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Portable Money Manager Ex Changelog

What's new in Portable Money Manager Ex 1.7.0

Dec 27, 2023
  • Features:
  • 6247 GA4 integration
  • 6246 Have Flathub as the sole distribution mechanism for MMEX on Linux
  • 5401 Import with custom columns
  • 4232 Option to easily view all transactions for a payee by selection
  • 6354 Update GRM submodule for 1.7.0
  • 6333 Recent Files list doesn't always show the full path to the recent MMX .mmb files
  • 6332 Copy text on About window
  • 6322 wxWidgets 3.2.4 released
  • 6311 [Feature Request] Use Credit Card credit limit to format Credit Limit field automatically
  • 6308 Sort share accounts in the nav panel by STOCKNAME instead of STOCKID
  • 6305 Remove wxDatePickerCtrl workaround for MacOS
  • 6200 New/Edit Scheduled Transaction: Set Focus on Amount should select its value
  • 6185 General Manager Reports
  • 6143 Rename Full Transactions Report to Account View: All Transactions
  • 6069 Please extend the Search field to the end of the window. Thank you
  • 6063 Strings ordering
  • 6062 Organize vs Organise
  • 5989 Build with wxWidgets 3.2.3
  • 5464 Improve budget perfomance report
  • 5439 Addition of "classes" or "tags"
  • 4899 Import dialog / Appearance of the list of templates
  • 4270 Import data into custom fields from CSV (& other file formats)
  • 1983 Change name of Recurring Transactions to Transaction Planner
  • 1349 Consolidate README.md and README.TXT
  • Bugfixes:
  • 6346 Invalid Menu ID causing debug alert
  • 6338 No error message shown when unable to move transactions from one account to another with an invalid account creation data
  • 6323 Booking in foreign currency
  • 6296 MMEX Instance crashes when trying to create a new Asset
  • 6281 Plural when multiple transactions selected
  • 6280 Tags down-arrow too small
  • 6270 Transaction Report - Wrong Field(s) Become Hidden Due to Tags/Rate Column Indices
  • 6212 Transaction Report crashes if category starts with +
  • 6203 Refresh Stock Prices from Yahoo error "url using bad/illegal format or missing url" in version 1.7.0 beta.1
  • 6183 Tags Filtering
  • 6154 Color not showing in Transaction Filter as vertical scrollbar can not go any further down
  • 6141 MMEX 1.7 Beta 1 - High CPU & GPU usage when Edit Transaction and Transaction Filter dialogs are displayed
  • 6140 Dropdown menus issue (duplicated list)
  • 6102 Dashboard Transaction Statistics erroneously includes deleted transactions
  • 6098 View Since Statement Date does not work unless account statement is Locked
  • 6096 MMEX icon in ALT+TAB is blurry
  • 6089 Crash when adding a new asset
  • 6077 MMEX database Upgrade to version 18 Failed
  • 6074 Money format question
  • 6071 Saving account - deposit 0, saved as withdrawal
  • 6064 Memory leaks on CSV import
  • 6040 Refresh Stock Prices from Yahoo error "url using bad/illegal format or missing url"
  • 6036 Crash in theme manager
  • 5988 Homepage account balances wrong for some currencies
  • 5344 macOS menubar Window option position & localization
  • 5330 MacOS window refresh UI client area corruption
  • 5328 bad string (translations issue)
  • 5215 Transaction Filter dialog loses its saved display location on the screen
  • 1691 Stock errors

New in Portable Money Manager Ex 1.6.3 (Feb 1, 2023)

  • Features/Enhancements:
  • #5521 Last updated date time for transactions
  • #5530 Time Picker for GRM
  • Fixes:
  • #3965 Transactions color change
  • #4698 Filters do not take into account transactions where the categories are split
  • #5437 Void Transaction are considered in cashflow report (both daily, montly, and transaction)
  • #5444 Hidden subcategory is shown at the drop-down window
  • #5457 Transaction report incl sub categories fails duplicate reports
  • #5466 Recurring transactions - attachments are disappear
  • #5467 Deleted transactions should be excluded from Last Used date query
  • #5474 QIF ability to import/export field "E" of split lines notes
  • #5489 Forecast Report due to multiple currencies
  • #5504 Export as / Import from ... account menu
  • #5541 Edit Account images
  • #5549 ALT+letter button and menu accelerators also activate the transaction status accelerator actions
  • #5569 Сrash when all historical stock prices deleted
  • #5583 Quicken QIF import issue in split transactions with balnk row
  • Minor cosmetic changes:
  • #4334 #5516 #5427 #5428 #5429 #5459 #5509 #5468 #5462 #5461

New in Portable Money Manager Ex 1.6.2 (Dec 19, 2022)

  • Features/Enhancements:
  • 1477 Nested Categories
  • 5302 Upgrade SQLite
  • Fixes:
  • 5334 QIF Import does not import transactions with date < today if the account doesn't already exist
  • 5346 Account summary not showing assets or shares
  • 5352 Crash on selecting Monthly or Yearly - Reports: Summary of Accounts
  • 5356 README links to Travis CI for linux/mac build status
  • 5359 Order by 'status icon' column in transaction lists
  • 5360 Hovering mouse pointer over an asset icon displays unwanted tooltip outline
  • 5364 Multi-transaction edit not allowing change to Amount, Payee, or Category
  • 5370 Reconciled amount incorrect if deleted transactions exist
  • 5372 Resolve MSVC compiler warnings
  • 5377 Modifications of split values are lost when row is added
  • 5381 Asset - Initial Value and Current Value
  • 5382 Mouse wheel scrolling rate is very slow in Split Transactions dialog
  • 5391 Use of | (pipe) in category name causes issues with transaction report
  • 5392 Unexpected space added to Category filter when Regex is used to include multiple sub categories
  • 5415 MMEX Options: center labels under icons
  • 5416 Currency Dialog - Incorrect Column Header ("Symbol" should be "Code")
  • 5433 Failure to upgrade database to DB v17 for MMEX 1.6.2

New in Portable Money Manager Ex 1.6.1 (Nov 18, 2022)

  • Fixes:
  • 5197 Account Summary reports do not include asset values
  • 5211 Toolbar buttons are erroneously greyed out when opening an existing database via App Start dialog
  • 5244 Recurring Transaction Check Fix
  • 5250 Add split button deletes the previous values
  • 5254 The text for translation is fragmented
  • 5273 Total not updating correctly on split transactions view
  • 5281 Recurring Transactions - Remove filtering
  • 5290 New transaction - Incorrect minimum balance check
  • 5292 Transaction Report does not show split transaction notes
  • 5298 User confusion regarding Deleted Transactions node in Navigation tree
  • 5299 Transaction Report node in Navigation tree is not highlighted when corresponding report is displayed
  • 5310 Home Page Assets Widget collapse state not saved
  • 5320 Notes disappear when clicking "Cancel" in Split Transactions window
  • 5324 Crash when creating a share transaction with a date older than opening date of the account
  • 5331 Slow refresh when add split rows
  • 5339 Beta build crashes on asset deletion
  • Features/Enhancements:
  • 2963 Added a Deleted/Trash transaction feature
  • 5234 Quick category entry using ":" to autocomplete (Windows only)
  • 5251 Now shows notes of split transactions in account view
  • 5259 Hide/Unhide of Custom Reports
  • 5276 Split transaction notes now displayed in the information panel
  • 5292 Transaction Report now shows split transaction notes

New in Portable Money Manager Ex 1.6.0 (Oct 27, 2022)

  • Fixes:
  • Adoption of wxBitmapBundle to support HighDPI display
  • Invalid calculation Stocks Gain/Loss
  • Online help pages
  • Management of assets
  • Odd Window positioning behaviour (MacOS)
  • Include Grand Total for Reconciled Column
  • Organize Budget actuals always reflect current year
  • Secondary 'Sort By' Column
  • Add ability to use RETURN key to bring up category selection on organize categories
  • V1.5.21 has calculation error in account view
  • Monthly Budget showing wrong "Actual" totals
  • Transaction Report - Custom field settings not recovered
  • Transaction Report - Saved custom field settings not used when run from navigation tree
  • New Category creation whilst in Split Transaction issue
  • Can not save Category_V1 / Subcategory_1
  • Crash on account creation due to blank image list
  • Transaction Report Date Range not saved
  • Asset transactions marked as transfer are not counted in asset value
  • Crash when cancelling the creation of a new database if App Start Dialog has been used
  • Transaction Filter Date Range is not updated to reflect the current setting of Period Range
  • New database wizard is too wide when application language is French
  • Features/Enhancements:
  • Notes in split categories
  • Currency Manager window should be more ergonomic
  • Enable/disable payees
  • Notes on Budget lines
  • Account initial balance is not dated
  • Notes field for budget page
  • DB ver. 15
  • Add Payee Information Fields
  • Dark mode for help pages (MacOS/Linux only at present)
  • Regular Expressions in transaction filter notes
  • Block/Hide Categories
  • Use CircleCI for pipeline builds
  • Upgrade to wxWidgets 3.2.1
  • Asset widget on homepage should show list of assets

New in Portable Money Manager Ex 1.5.21 (Sep 21, 2022)

  • Fixes:
  • #3892 Manual share price is not saved
  • #4087 Summary of shares report not displaying fractional shares if total is greater than 1
  • #4807 Stocks/Shares - Application Crashes on Trying to Enter a Stock Transaction
  • #4954 mmex 1.5.19 : wrong behaviour of autoselection of category
  • #4969 Stock Portfolio Gain/Loss
  • #5033 Split Category Transactions Do Not Appear on Transaction Report
  • #5035 Filter on Date / Period - Will not pick up current date and date range including current date
  • #5042 Crash Report - Upgraded from v1.5.18 to v1.5.20
  • #5049 Calculation and display errors in the securities portfolio
  • #5054 Incorrect ascending/descending sort order indicator for Assets/Recurring Transactions columns
  • #5056 Organize Category dialog does not scroll newly added items into view
  • #5057 In-place editing of asset name allows asset with blank name to be created
  • #5058 Stock balance calculation in ModelStock and summary report always uses current number of shares
  • #5059 Minimum width of Organize Categories dialog allows buttons to become clipped
  • #5077 Budget reporting when offset is non-zero
  • #5101 Debug error when right clicking on column header in "All Transactions" -- extra blank lines in "Hide/Show Columns"
  • Features/Enhancements:
  • #2200 Add a sponsor button in MMEX GitHub repository
  • #4214 Option to link a monthly budget to an annual budget
  • #4549 Improving** the UX of the "Organize Categories" window — drag'n'drop
  • #4690 Secondary 'Sort By' Column
  • #4741 Add profits to budget
  • #4844 "Empty" Transaction Report
  • #4989 Category collapsed state
  • #5051 Date Control Tooltip Suggestion

New in Portable Money Manager Ex 1.5.20 (Sep 2, 2022)

  • Fixes:
  • #4868 Integer and Decimal custom fields are treated like Strings in the Account view
  • #4946 Optimize/Fix use of mmTextCtrl in dialogs using this control for numbers
  • #4950 Problem entering decimal numbers
  • #4951 Reference number format
  • #4955 Integer Custom Field - erroneous behaviour
  • #4978 Spurious column sort-order indicator shown when double clicking on Stock Portfolio
  • #4982 Advanced Filter not saving new 'Date Range' value
  • #4999 Boolean custom field misalignment
  • #5000 Saved Transaction Reports don't work in Linux
  • #5003 Date custom field focus and update issues
  • #5005 Split Transaction Dialog grows too big
  • #5012 "Split Transaction" not displayed in category field on Linux
  • #5019 Display 'Split Summary' infotip sometimes not displayed
  • Features/Enhancements:
  • #4971 Transaction report - add feature to group by "type"
  • #4987 Boolean and Date custom field improvements
  • #5016 Place focus in the Search field when Organize Categories dialog is opened

New in Portable Money Manager Ex 1.5.18 (Jul 28, 2022)

  • Fixes:
  • #3226 Organize Attachments dialog refers to internal account number instead of the actual account name
  • #4827 Options fields fit if resized
  • #4828 Renaming Category - Unfriendly error message and incorrectly display of category name
  • #4843 Transaction Report - no data
  • #4838 Last Used Category is not filled in when selecting Payee from Organize Payees Dialog
  • #4852 MMEX will not run on MacOS < 10.14
  • #4867 Custom decimal field precision incorrect on transaction edit
  • Features/Enhancements:
  • #4830 Cashflow report showing transactions
  • #4840 Cash Flow reports settings

New in Portable Money Manager Ex 1.5.17 (Jul 18, 2022)

  • Fixes:
  • Add Account Wizard mentions Savings in the text, but it it not one of the Type choices
  • Windows version is not displayed correctly
  • Category sort is incorrect with French characters
  • Transferring between two accounts with same currency get converted into base currency using reverse forex
  • Font now too large
  • Streamlining the Split Transaction dialog enhancement
  • Add new subcategory
  • Sum operation in the Amount field is not performed with new 1.5.16
  • Filter is broken after account switching
  • Export & Import CSV File Invalid Date Error
  • Relocate Dialogs find entries when nothing specified
  • Unable to edit category for transaction in closed account
  • Budget Setup - Text field too small
  • Layout and behaviour of Recurring Transaction dialog is not consistent with Single Transaction dialog
  • App crashes when adding new share transaction
  • Crash when switching transaction type
  • Behaviour of Recurring Transaction dialog not consistent with Single Transaction dialog - Amount Field Clearing
  • Saved presets in Transaction Filter and saved column formats duplicate
  • Colour is displayed as Color on field labels when language is set to English (United Kingdom)
  • Multi-transaction update of Payee Name causes "Payee Error"
  • Features/Enhancements:
  • Create mmDatePickerCtrl
  • Inconsistent behaviour when pressing Enter in transaction category field enhancement
  • Delete source category after relocation
  • wxScrolledWindow for options dialog enhancement
  • wxWidgets 3.2.0
  • Transaction Report: void status amount
  • Default category for transfers
  • Report Category including all sub-categories

New in Portable Money Manager Ex 1.5.16 (Jun 24, 2022)

  • Fixes:
  • Transaction report error
  • Budget Reports - default value is not saved
  • Version: 1.5.15 64-bit freezing
  • Transfer in Recurring Transactions panel
  • Transactions Filter with split transactions working incorrect
  • Xchange rate (advanced box) not picking up rate after currency update
  • Input not allowed for custom decimal fields when precision set >0
  • No summary data after Shift-Click selection of multiple transactions
  • Split Transaction Dialog amount window not visible
  • Reports: specific accounts checkbox is not saved
  • Transaction Report - group by category
  • Transaction display after category selection
  • Split Transaction Dialog enhancement
  • Closing application from Dock icon on MacOS is not done gracefully when dialog open
  • Features:
  • Font size
  • Dialogs size storing
  • Dialogs with categories, payees, accounts etc refactoring
  • Split Transaction Dialog refactoring
  • Transaction report name/title

New in Portable Money Manager Ex 1.5.14 (Apr 15, 2022)

  • Fixes:
  • Attachments are not cloned when a transaction is duplicated (or copy/pasted)
  • Filter out obsolete currencies in Currency Dialog and Currency Exchange Rates
  • Categories Monthly Report end date wrong
  • Invalid group separator issue
  • Zero Share price summary issue
  • Summary of Accounts - Yearly - Miscalculations
  • Set custom fields when editing multiple transactions
  • Closed account - icon color
  • Cannot edit or add payees in "Edit Recurring Transaction" window
  • HTMLEncode not handling non-ASCII
  • Sort issue? - Capital vs lowercase
  • Transaction Report -> Transaction Filter: Can't change 'Transfer To' from here
  • Transaction Report Footers Take Up Too Much Space
  • 'Others Icons size' sometimes get changed unexpectedly...
  • RSS feed on new site is at a different URL
  • .5.14-Beta.1 does not compile on Ubuntu 18.04 'bionic'
  • Recurring Transaction Dialog should show day of week
  • Features:
  • Reports summarized to main category

New in Portable Money Manager Ex 1.5.13 (Feb 6, 2022)

  • Fixes:
  • Build issue with LuaGlue - Not declared name luaL_checkint
  • UI enhancement - Position of Frequently Used Notes button on Transaction dialog
  • Summary Report - mismatch between Chart pop-up and raw data
  • Incorrect last day for "show last month" menu item
  • New transaction isn't populated with the Custom Field value
  • Date format mask does not saved in CSV files import
  • Features:
  • Fast payer search

New in Portable Money Manager Ex 1.5.12 (Jan 31, 2022)

  • Fixes:
  • Canonical names for doc folders
  • 1.5.10-Beta.1 crashes with warnings about missing themes
  • Program Crashes on Organize Payees or Organize Categories
  • Hotkey for setting Status to "None" differs depending on context
  • ORGANIZE PAYEES Error
  • Categories Summary report sub-category total does not match Transaction report sub-category for same period.
  • Future bookings are displayed incorrectly on homepage
  • Incorrect "Summary of Accounts" balance
  • Stocks Report corrupted in v1.5.11
  • Downloading Currency and Stock rates opens User Manual
  • Features:
  • Summary line of the Account Display is "odd"
  • Using transfer in editing multi-transactions
  • Transaction report ->Presentations options
  • Select all the visible transactions using Cmd + A
  • Jump between accounts along the "Transfer" transaction
  • Duplicate Recurring Transaction
  • New help pages added: Chinese Simplified, Dutch, Croatian

New in Portable Money Manager Ex 1.5.11 (Dec 7, 2021)

  • Fixes:
  • Price for Gold Feb 22 (GC=F)
  • Current year range has wrong periods in December
  • Current Year not correct
  • Trouble downloading new versions
  • The scroll bar flickers
  • Features:
  • Budget categories research
  • Update to ApexCharts 3.28.2

New in Portable Money Manager Ex 1.5.10 (Nov 23, 2021)

  • Fixes:
  • #3967 Warning sound
  • #3926 Stock report crashes
  • #3988 Autocomplete of "Account" not working on MacOS
  • #3995 Creating Recurring Transactions with all data from existing entry (include notes field)
  • #3996 When Re-allocating an Existing Payee the search bar is stuck on one character
  • #4002 No Automatic Scroll to Bottom After Creating Duplicate Transaction
  • #3598 Custom fields
  • #2334 Yahoo exchange rates issue
  • #4020 Currency exchange rates - currency values history
  • #4019 Currency exchange rates saving
  • Features:
  • #3283 Display of the bookings
  • #3829 Where the Money Goes > view Details of Transactions
  • #3945 Transaction Report to include specification of "Period" in addition to date range

New in Portable Money Manager Ex 1.5.9 (Nov 1, 2021)

  • Fixes:
  • #3899 Advanced filter saved by ok
  • #3914 Recurring Transaction - color of transaction
  • #3933 Currency exchange rates info
  • Features:
  • #2080 Income vs Expenses on Home Page
  • #3745 Current year income / expenses
  • #3935 Ability to add subtotal to transaction report
  • #3948 Recurring Transactions Entry

New in Portable Money Manager Ex 1.5.8 (Oct 3, 2021)

  • Fixes:
  • #3870 The selection "last month" is wrong
  • #3763 macOS: New Transaction Hot Key should be CMD+N
  • Features:
  • #3863 Ability to specify which columns are include in transaction report
  • #3875 Display growth/performance/cumulative difference on Income vs Expenses
  • #3877 Leave import view open after import
  • #3890 Stacked Area chart for Summary of Accounts

New in Portable Money Manager Ex 1.5.7 (Sep 18, 2021)

  • Fixes:
  • Transaction Type on CSV import is ignored?
  • Error in high figures when entering transaction amounts, or in balances / reports.
  • Translation fixes
  • Date Range menu disapears
  • Date spinner on Enter Recurring Transaction not working
  • Can't type in HTML Scale Factor (MacOS)
  • New Recurring Transaction switching Type of Transaction works partly but not as expected
  • Features:
  • Duplicate transaction date
  • Budget and Reporting period - User selectable start of month
  • A single theme cannot support both light and dark modes
  • Belarusian translation finalized

New in Portable Money Manager Ex 1.5.6 (Aug 20, 2021)

  • Fixes:
  • Backup files has the same extension as main file
  • Help/About display geometry
  • warning C4706: assignment within conditional expression
  • Transaction report not classifying transfers correctly
  • Accounts selection in Advanced filter for single account list view is confusing
  • macOS: New Transaction Hot Key should be CMD+N
  • Duplicate transaction: amount resets if focus is moved out with mouse, not keyboard
  • Newly assigned Account is reset if transaction type changed on Edit/Duplicate
  • Summary of Stocks Display - alignment
  • Features:
  • Transaction List Exchange rates
  • coincap.io API for crypto currencies
  • Show remaining credit limit on Credit Cards
  • Belarusian translation
  • Stocks Performance Charts - title text

New in Portable Money Manager Ex 1.5.5 (Jul 31, 2021)

  • Fixes:
  • #3643 Webapp - UTF-8 issue
  • #3696 'Confirm to add new payee' ignored
  • #3711 Payee default category enhancements
  • #3714 Payee changes when editing existing transaction (to change account)
  • #3724 Automobile Category not in Organize Categories but shows in report
  • #3733 Months not reported correctly for budget reports when using Financial Years
  • #3188 wxBitmapButton icon sizes should be consistent with other Buttons and widgets
  • Features:
  • #3686 Allow filter by transaction highlight color

New in Portable Money Manager Ex 1.5.4 (Jul 18, 2021)

  • Fixes:
  • Financial year settings ignored in budget reports
  • Undefined Locale prevents saving transaction amounts greater than 999
  • 'Summary of accounts' reports missing closed Accounts
  • Minor formatting issue with Monthly Summary of Accounts report
  • Multiple Transaction Edit and Transfers bug
  • WxHtmlWindow's do not support theme customisation
  • Wrong date format of an additional field
  • Custom fields save settings exception
  • Custom Fields sort order in Transaction Dialog
  • Bulk Transaction not saved
  • Crash on database creation
  • Upcoming Transactions widget will not close
  • Dark Mode theme lacks contrast in wcTreeCtrl's on MacOS
  • Features:
  • Option to suppress tips
  • Search for Attachments
  • Search for Attachments description and UD Fields

New in Portable Money Manager Ex 1.5.3 (Jun 13, 2021)

  • Fixes:
  • Recurring Transaction Date Paid and Date Due Mix-up
  • Group separator using locale
  • Only open account currency
  • Currency format locale based options redesign
  • Cannot start: "bad locale name"
  • Autocomplete of target account for transfers on MacOS
  • Crash in Model_Currency::toString
  • Transaction Report settings name utf8 support
  • Account list loses focus when using keyboard navigation
  • Accounts Visible menu missing check mark to indicate which option is selected
  • Hot key for 'enter' & 'tools' is the same
  • Features:
  • Transaction Report - multi-select for accounts
  • Currency format locale based options redesign
  • Date format display with Day name

New in Portable Money Manager Ex 1.5.2 (Jun 4, 2021)

  • Fixes:
  • #3222 Screen geometry
  • #3273 Update to wxWidgets 3.1.5
  • #3321 Theme manager window size
  • #3325 Transaction Report settings name utf8 support
  • #3326 UDFC01, 02... are not displayed in "All Transactions"
  • #3315 Browse button tooltip on Import/Export XML dialog refers to importing/exporting a CSV file instead of an XML file
  • #3337 Missing translation of categories in budget
  • #3340 Currency dialog: Width / Selected base currency icon / Search field label
  • #3348 Search by numbers on All Transactions view
  • #3355 Upcoming transactions applet
  • #3273 Update to wxWidgets 3.1.5
  • #3401 Category Icome/Expenses report not display date range correctly
  • #3414 Crypto currencies exchange rate
  • #3517 [Att.] is added in notes
  • #3532 lunasvg library upgrade
  • Features:
  • #2473 Grouping character in amount
  • #3166 Theme background color
  • #3323 Date format display with Day name
  • #3347 Simple csv export
  • #3362 Enter next booking
  • #3375 Move multiple transactions at once
  • #3460 dd Mon yyyy date format
  • #3515 Display the difference value as a line on Income vs Expenses report

New in Portable Money Manager Ex 1.5.1 (Apr 25, 2021)

  • Fixes:
  • Add financial year start date option for budget
  • Theme background color
  • All Transactions panel currencies
  • Cashflow report error for negative total
  • Reallocate Payees performance issue
  • Update wizard info improvements
  • Custom Fields fixes
  • Change "saved filters" from check points to Listbox
  • Customfielddata will not be delete.
  • Update wizard info
  • Transaction Balance and sort order
  • Transaction not displayed from Account Link within Transaction Report
  • Cashflow report error for negative total
  • Update wizard window not expanded correctly
  • Import info panel not expanded correctly
  • Yahoo tickers
  • Features:
  • User color to recurring transactions added
  • Hebrew help pages added

New in Portable Money Manager Ex 1.5.0 (Apr 13, 2021)

  • Fixes:
  • Organize Payees dialog editing issues
  • Position of New Transaction icon in the toolbar
  • Incorrect icon on Assets filter button
  • Color/Colour spelling inconsistency for English (UK) and English (US) application language

New in Portable Money Manager Ex 1.5.0 RC 2 (Mar 29, 2021)

  • Features:
  • Load icons from zip and generate images from SVG
  • Update the application icons
  • The ChartNew.js was replaced by the ApexCharts
  • All Transactions Panel
  • Fixes:
  • Budget Estimate with Bi-Monthly Category is Wrong
  • Tooltips on the pie chart in the Payee report present always a positive value
  • Multi-select for checking panel is broken
  • Crash if app killed in tray
  • Payee wrong autofill
  • menu icon sizing on MacOS
  • wxFileDialog always returns an empty string
  • Category - subcategory delimiter
  • Export to CSV amount fields format
  • MMEX always tries to connect to vps.moneymanagerex.org on startup
  • Advanced Filter in Accounts doesn't work
  • Split Deposit amount
  • Analytics collected on first run without user consent
  • WebView support for wkWebView with latest wxWidgets
  • Always Opens on Wrong Monitor
  • Add account choice to "budget performance"
  • Budget year name
  • Currency history only for existing transactions
  • Copy transactions with multi line notes
  • Build date/time updated on every build
  • Transaction report style
  • Menu items hot buttons
  • Display Share Accounts
  • Cash flow report exception

New in Portable Money Manager Ex 1.5.0 RC 1 (Mar 16, 2021)

  • Features:
  • Load icons from zip and generate images from SVG
  • Update the application icons
  • The ChartNew.js was replaced by the ApexCharts
  • All Transactions Panel
  • Fixes:
  • Budget Estimate with Bi-Monthly Category is Wrong
  • Tooltips on the pie chart in the Payee report present always a positive value
  • Multi-select for checking panel is broken
  • Crash if app killed in tray
  • Payee wrong autofill
  • menu icon sizing on MacOS
  • wxFileDialog always returns an empty string
  • Category - subcategory delimiter
  • Export to CSV amount fields format
  • MMEX always tries to connect to vps.moneymanagerex.org on startup
  • Advanced Filter in Accounts doesn't work
  • Split Deposit amount
  • Analytics collected on first run without user consent
  • WebView support for wkWebView with latest wxWidgets
  • Always Opens on Wrong Monitor
  • Add account choice to "budget performance"
  • Budget year name
  • Currency history only for existing transactions
  • Copy transactions with multi line notes
  • Build date/time updated on every build
  • Transaction report style
  • Menu items hot buttons
  • Display Share Accounts

New in Portable Money Manager Ex 1.3.6 (Dec 26, 2020)

  • Fixes:
  • QIF import fails for single-digit dates
  • Crash when selecting "Relocate Payee"
  • graphs text encoding
  • Currencies manager contains too many currencies
  • advanced filter on bank/cash accounts
  • Unable to Change Date Format
  • Recurring Transaction: Due & Paid dates got swapped around
  • Invalid menu item name
  • why I can't change the language to Chinese (Traditional)?
  • CSV export for "balance" field causes TYPE CONV error when imported in ACCESS
  • Account Advanced filter Un-Reconciled does not working
  • Period: Over time has incorrect start date
  • Gain/Loss sort order is invalid
  • Transaction Filter, Notes search now only returns exact results
  • Application crash when selecting 'Relocate Payee' when in the "Organize Payees' dialog
  • Regression in Transaction report
  • Incorrect currency translation
  • MMEX Window is "off screen"
  • Export report to Excel
  • Missing translation of categories
  • QIF import and payee case sensitive issue bug import
  • json data for Google statistics
  • Bug in the Bug Report
  • mmex architecture info
  • Links handler in custom reports
  • Enable more then 3 characters as currency symbol

New in Portable Money Manager Ex 1.3.6 Pre-release (Dec 24, 2020)

  • Fixes:
  • #1718 QIF import fails for single-digit dates
  • #2620 Crash when selecting "Relocate Payee"
  • #2621 graphs text encoding
  • #2730 Currencies manager contains too many currencies
  • #2631 advanced filter on bank/cash accounts
  • #2632 Unable to Change Date Format
  • #2647 Recurring Transaction: Due & Paid dates got swapped around
  • #2657 Invalid menu item name
  • #2661 why I can't change the language to Chinese (Traditional)?
  • #2662 CSV export for "balance" field causes TYPE CONV error when imported in ACCESS
  • #2671 Account Advanced filter Un-Reconciled does not working
  • #2673 Period: Over time has incorrect start date
  • #2674 Gain/Loss sort order is invalid
  • #2683 Transaction Filter, Notes search now only returns exact results
  • #2684 Application crash when selecting 'Relocate Payee' when in the "Organize Payees' dialog
  • #2688 Regression in Transaction report
  • #2691 Incorrect currency translation
  • #2694 MMEX Window is "off screen"
  • #2709 Export report to Excel
  • #2726 Missing translation of categories
  • #2732 QIF import and payee case sensitive issue bug import
  • #2733 json data for Google statistics
  • #2735 Bug in the Bug Report
  • #2738 mmex architecture info
  • #2746 Links handler in custom reports
  • #2761 Enable more then 3 characters as currency symbol

New in Portable Money Manager Ex 1.3.5 (Jun 17, 2020)

  • Fixes:
  • MMEX does not show graphics anymore (Thank you, Renato)
  • Top Withdrawals in Home Page
  • Added years for Cash Flow report labels
  • Navigation tree settings ignore some collapsed items
  • Saving of report settings
  • Detected memory leaks on Custom dates
  • #2549 #2554 Stocks Performance report
  • Stock name
  • Fuzzy translations
  • 0,00 marked as negative
  • Reports panel
  • Report a bug does not run in an external browser
  • Attachments folder exception
  • Edit Share transaction
  • Unused category
  • Future transactions
  • Account naming issue
  • Attachments folder fix
  • Datepicker appearance
  • Crash on create account for shares
  • Crash or assert on transaction link
  • Display the Budget Setup without category summaries
  • Categories selection
  • wxBitmap labels and sizing issue
  • Crash on every reports Ubuntu 20.04
  • Currency rates fixes
  • Categories do not import when importing QIF files
  • Web app lost category and sub-category
  • #2449 #2443 Web app
  • Expenses report issue
  • Category Income/Expenses - Last 12 Months
  • Ignore future
  • Default Payee in Options/Others
  • Transaction Filter does not open
  • Crash when entering next occurrence of a recurring transaction
  • Webapp autostart memory leaks
  • Notes fiels in CSV import
  • Account in Transaction report selected
  • Features:
  • Swedish translation (Thank you, Tomas Marklund)
  • Use currency history
  • Account webpage
  • Account webpage
  • Icon sizes
  • Icon sizes (Win)
  • Transaction colour
  • Currency Exchange Rates
  • Virtual File System
  • Foreign language versions updated crowdin.com

New in Portable Money Manager Ex 1.3.5 Pre-release (Jun 15, 2020)

  • Fixes:
  • MMEX does not show graphics anymore (Thank you, Renato)
  • Top Withdrawals in Home Page
  • Added years for Cash Flow report labels
  • Navigation tree settings ignore some collapsed items
  • Saving of report settings
  • Detected memory leaks on Custom dates
  • #2549 #2554 Stocks Performance report
  • Stock name
  • Fuzzy translations
  • 0,00 marked as negative
  • Reports panel
  • Report a bug does not run in an external browser
  • Attachments folder exception
  • Edit Share transaction
  • Unused category
  • Future transactions
  • Account naming issue
  • Attachments folder fix
  • Datepicker appearance
  • Crash on create account for shares
  • Crash or assert on transaction link
  • Display the Budget Setup without category summaries
  • Categories selection
  • wxBitmap labels and sizing issue
  • Crash on every reports Ubuntu 20.04
  • Currency rates fixes
  • Categories do not import when importing QIF files
  • Web app lost category and sub-category
  • #2449 #2443 Web app
  • Expenses report issue
  • Category Income/Expenses - Last 12 Months
  • Ignore future
  • Default Payee in Options/Others
  • Transaction Filter does not open
  • Crash when entering next occurrence of a recurring transaction
  • Webapp autostart memory leaks
  • Notes fiels in CSV import
  • Account in Transaction report selected
  • Features:
  • Swedish translation (Thank you, Tomas Marklund)
  • Use currency history
  • Account webpage
  • Account webpage
  • Icon sizes
  • Icon sizes (Win)
  • Transaction colour
  • Currency Exchange Rates
  • Virtual File System
  • Foreign language versions updated crowdin.com

New in Portable Money Manager Ex 1.3.5 RC2 (Jun 1, 2020)

  • Fixes:
  • Added years for Cash Flow report labels
  • Navigation tree settings ignore some collapsed items
  • Saving of report settings
  • Detected memory leaks on Custom dates
  • Stocks Performance report
  • Fuzzy translations
  • ,00 marked as negative
  • Reports panel
  • Foreign language versions updated crowdin.com
  • Added:
  • Swedish translation (Thank you, Tomas Marklund)
  • Account webpage

New in Portable Money Manager Ex 1.3.5 RC1 (May 21, 2020)

  • Fixes:
  • Report a bug does not run in an external browser
  • Attachments folder exception
  • Edit Share transaction
  • Unused category
  • Future transactions
  • Account naming issue
  • Attachments Settings
  • Datepicker appearance
  • Crash on create account for shares
  • Crash or assert on transaction link
  • Useless "Budget Setup: Without Summaries"
  • Crash on every reports Ubuntu 20.04
  • Features:
  • Account webpage

New in Portable Money Manager Ex 1.3.5 Beta 6 (May 17, 2020)

  • Fixes:
  • Edit Share Transaction
  • Unused Category
  • Account naming issue
  • Default Payee in Options/Others
  • Display the Budget Setup without category summaries
  • Datepicker appearance
  • Ignore future
  • Attachments folder fix
  • Currency rates fixes
  • Categories selection
  • Crash on create account for shares
  • wxBitmap labels and sizing issue

New in Portable Money Manager Ex 1.3.5 Beta 5 (May 9, 2020)

  • Fixes:
  • UTF8 and WebApp

New in Portable Money Manager Ex 1.3.5 Beta 4 (May 5, 2020)

  • Fixes:
  • Categories do not import when importing QIF files
  • Web app
  • Expenses report issue
  • Category Income/Expenses - Last 12 Months
  • Features:
  • Currency Exchange Rates

New in Portable Money Manager Ex 1.3.5 Beta 3 (May 1, 2020)

  • Fixes:
  • Web app lost category and sub-category
  • Category Income/Expenses - Last 12 Months
  • Webapp autostart memory leaks
  • Feature:
  • Icon sizes (Win)

New in Portable Money Manager Ex 1.3.4 (Apr 23, 2020)

  • Fixes:
  • Graph scaling
  • Storage mmexini.db3
  • Account attachments fail to open
  • Bug - select category in recurring transaction
  • Transaction auto number
  • Categories:Monthly report - add date ranges
  • Custom Field String issue
  • Transaction dialog outlook (MAC)
  • Default category is not assigned automatically for known payee during .qif import
  • Possibility to run several mmex apps
  • Features:
  • Grouping on Budget Setup
  • Export to JSON

New in Portable Money Manager Ex 1.3.4 RC7 (Apr 14, 2020)

  • Fixes:
  • Account attachments fail to open
  • Bug - select category in recurring transaction
  • Transaction auto number
  • Categories:Monthly report - add date ranges
  • Custom Field String issue
  • Transaction dialog outlook (MAC)
  • Default category is not assigned automatically for known payee during .qif import
  • Possibility to run several mmex apps
  • Features:
  • Export to JSON

New in Portable Money Manager Ex 1.3.4 RC6 (Apr 13, 2020)

  • Fixes:
  • Bug - select category in recurring transaction
  • Transaction auto number
  • Categories:Monthly report - add date ranges
  • Custom Field String issue
  • Transaction dialog outlook (MAC)
  • Default category is not assigned automatically for known payee during .qif import
  • Possibility to run several mmex apps
  • Features:
  • Export to JSON

New in Portable Money Manager Ex 1.3.4 RC5 (Apr 13, 2020)

  • Fixes:
  • Transaction auto number
  • Categories:Monthly report - add date ranges
  • Custom Field String issue
  • Transaction dialog outlook (MAC)
  • Default category is not assigned automatically for known payee during .qif import
  • Possibility to run several mmex apps
  • Features:
  • Export to JSON

New in Portable Money Manager Ex 1.3.4 Beta 2 (Mar 23, 2020)

  • Fix:
  • Italian currency entry not retaining currency settings 10.000,00

New in Portable Money Manager Ex 1.3.4 Beta 1 (Mar 5, 2020)

  • Bugfixes:
  • #2317 This bug contains some fixes after v1.3.3 has released.
  • This release does not upgrade DB and 100% compatible with v1.3.3.

New in Portable Money Manager Ex 1.4.0 Alpha 1 (Jul 13, 2017)

  • Fix: Currency issues #1154 #1155 #1156 #1153
  • Fix: Issue #1120, Set focus
  • Fix: Issue #1099, time for grm
  • Fix: various issue in report #1085
  • Fix: Disallow duplicate shares transactions in Account View
  • New: Reduce table size of mmexini.db3 file
  • New: Provide automatic database version correction (Various reports)
  • New: Improve tooltips and functionality of Stock dialogue
  • New: Add CMake support to build system
  • New: Add report functionality prev/next option (#1130)
  • New: Transactions multi select info #675

New in Portable Money Manager Ex 1.3.3 (Mar 6, 2017)

  • Bug fixes:
  • Fix: assets #1074 #1070
  • Feature: Search box not working #1060

New in Portable Money Manager Ex 1.3.2 (Feb 27, 2017)

  • Bug fixes:
  • Fix: Programs and Features icon in Windows. SF Issue:972
  • Fix: Albanian lang file
  • Fix: Prevent Crash on Home page Issue #1019
  • Fix: Hebrew, Hungarian Translations
  • Fix: Displayed Latin Currency symbols Issue #739
  • Fix: Crash on startup when files not found Issue #1033
  • Fix: Transaction Filter Crash, Account checked, none supplied. Issue #1043
  • Fix: Check for null pointer. Issue #979
  • Fix: Move Transaction. Issue #1063
  • Fix: HTML report export. Issue #1064

New in Portable Money Manager Ex 1.3.1 (Jan 9, 2017)

  • Bug fixes:
  • Automatic database backup on start-up
  • Crash after adding first level category
  • Translation updates.
  • General Issues #957, #969
  • Incorrect bitmap size #971
  • Messages for import errors #975
  • Performance Issues #977, #980
  • Image or Icon for accounts #963
  • Window "Currency rate updated" to big (Mac) #649
  • Features:
  • Donation link Buy us a coffee
  • New languages added Abkhazian, Albanian, Burmese, Catalan, Finnish, Korean, Malayalam, Persian, Thai

New in Portable Money Manager Ex 1.3.0 Beta 3 (Aug 14, 2016)

  • fix(SF.Bugs.901): Edit Account - Access Info not displayed (#873)

New in Portable Money Manager Ex 1.3.0 Beta 2 (Jul 28, 2016)

  • fix(Duplicate.Transaction): issue #867 (#868)

New in Portable Money Manager Ex 1.3.0 Alpha (Jul 4, 2016)

  • Feature: New look and feel for all reports
  • Feature: Basic Google Analytics integration
  • Feature: Asset allocation

New in Portable Money Manager Ex 1.2.7 (Apr 14, 2016)

  • Fix: Italian translation updated
  • Fix: Russian translation updated
  • Fix: Help files updated
  • Fix: Validate math expressions (Issue #659)
  • Fix: Items in Navigation keep disappearing in Ubuntu and MacOS (Issue #658)
  • Fix: Transactions color tag is lost in some specific case (Issue #788)
  • Fix: Minor fixes

New in Portable Money Manager Ex 1.2.6 (Mar 7, 2016)

  • Fix: OK the default when entering a transaction (Issue #676)
  • Fix: most recent notes (Issue #677)
  • Fix: Fraction part may get lost after opening transaction for edit (Issue #690)
  • Fix: Grand Total missing stocks
  • Fix: Hebrew translation updated
  • Fix: Transaction Report formatting (Issue #717)
  • Fix: Monthly Summary of Accounts Report (Issue #610)
  • Fix: Minor fixes

New in Portable Money Manager Ex 1.2.5 (Jan 26, 2016)

  • Fix: Portuguese_br translation updated
  • Fix: Split transaction not allowed ENTER Key or ARITMETIC EXPRESSIONS (Issue #648)
  • Fix: Monthly Summary of Accounts Report deleted (Issue #610)
  • Fix: QIF import fixes (Issue #617)
  • Fix: Cash account type added for android synchronisation (Issue #455)
  • Fix: Minor fixes

New in Portable Money Manager Ex 1.2.4 (Dec 21, 2015)

  • New: Japanese translation added
  • Fix: Italiano translation updated
  • Fix: Home Page folder path fix
  • Fix: Speedup
  • QIF import fixes
  • Fix: CMD + C on OS X causes MMEX popup window to close (Issue #769)

New in Portable Money Manager Ex 1.2.3 (Nov 4, 2015)

  • Translations update
  • Fix: Assertion 'datetime failed'
  • Fix: Delete currency
  • Fix: Add attachments on duplicate transaction
  • Fix: Wrong currency on repeating transactions
  • Fix: EOL support for CSV export/import
  • Fix: ANSI encoding and date with time support for CSV import
  • New: Currency added Venezuelan Bolivar
  • Fix: tmp folder permissions

New in Portable Money Manager Ex 1.2.2 (Aug 6, 2015)

  • Fix: Transaction Type Transfer From/To Error (bug #707)
  • Fix: Stock Account fix total value
  • Fix: Export of small withdrawals have wrong sign (bug #695)
  • Fix: Czech translation update
  • Fix: Colours on print and print preview are not the same (bug #722)
  • Fix: QIF import fixes (bug #712)
  • Fix: Cancel button label changed to Close for Currency dialogue (bug #714)
  • New: Lithuanian translation added

New in Portable Money Manager Ex 1.2.1 (Jun 8, 2015)

  • Fix: Negative 'Initial Balance' (bug #672)
  • Fix: Recurring Transactions navigation issue (bug #679)
  • Fix: Spelling mistakes (bugs: #676, #677)
  • Fix: Temporary View Change (bug #684)
  • Fix: html format (issue 487)

New in Portable Money Manager Ex 1.2.0 (Apr 29, 2015)

  • New: Apply button on Options Dialog saves displayed page.
  • New: Extra columns displayed in panels.
  • New: Command to change encrypted database password.
  • New: Command to compact the database
  • New: Import transactions from WebApp
  • Functionality Change: Repeating Transaction.
  • Next Occur Date' redefined as 'Payment Date' and 'Due Date'
  • Database Upgrade: Database version updated to version 3 with auto data correction for Repeating Transactions.
  • Includes changes from the previous Alpha version

New in Portable Money Manager Ex 1.2.0 Alpha (Dec 31, 2014)

  • New: Repeating transaction created from existing transaction
  • New: Introducing new account type - Credit Card
  • New: Monthly Summary of Accounts
  • New: Stock History Monitoring
  • New: My Usage Reports
  • New: MMEX News display on Home page
  • Fix: Many bug fixes

New in Portable Money Manager Ex 1.1.2 (Nov 17, 2014)

  • Repeating transaction dialog restyling
  • Added transaction filter to repeating transactions panel
  • Added more keywords into GRM
  • Fix CashFlow crash
  • Fix for repeating transactions with split categories
  • Fix PayPal QIF import (bug #543)
  • Fix stock update date format (bug #545)
  • Fix budget for substituted category (bug #546)
  • Fix category removal error on budget panel (bug #551)
  • Translations update

New in Portable Money Manager Ex 1.1.1 (Nov 3, 2014)

  • Full UTF-8 and wide characters support in GRM and LUA
  • Full integration with WebApp @ http:\\webapp.moneymanagerex.org
  • Added "unknown" payee\category in QIF, CSV and WebApp import
  • Navigation panel status saving
  • New JS pie charts on report
  • Added option to reallocate account type
  • Added option to change password of encrypted DB
  • Added timeout option for web-calls
  • Added FullScreen support
  • Save transactions colours to database instead of local pc
  • Fix for '&' sign in notes (bug #441)
  • Fix new transaction with no payee in list (bug #450)
  • Fix deletion of two categories (bug #452)
  • Fix override categories in home page (bugs #447 #444)
  • Fix transaction filter transfers and payees (bugs #453 #457)
  • Fix for trasnfer between account with different currencies (bugs #462 #472)
  • Fix cashflow report (bug #481)
  • Fix space in amount (bug #493)
  • Fix wrong beahviour of splitted and new transactions

New in Portable Money Manager Ex 1.1.0 (Aug 4, 2014)

  • Custom reports (GRM - General Report Manager)
  • Embedded WebServer
  • Attachments
  • Anonymous usage statistics
  • Updated Home Page layout
  • Fix crash with wrong password on encrypted file

New in Portable Money Manager Ex 1.1.0-RC1 (Jun 2, 2014)

  • Reports
  • Web server
  • Attachments
  • Anonymous usage statistics

New in Portable Money Manager Ex 1.0.0.3 SVN-6230 DEV (Mar 24, 2014)

  • Include images in HTML export
  • Performance improvement for large number of payees
  • Fix transaction report (feature-request #282)
  • Restore frequently used notes feature (bugs #324)
  • Base currency not found (bugs #326)

New in Portable Money Manager Ex 1.0.1.0 SVN-6186 DEV (Mar 10, 2014)

  • General Report Manager replaced Custom Reports

New in Portable Money Manager Ex 1.0.0.2 Rev 6147 (Feb 20, 2014)

  • Fix advanced transfer amounts disappearing
  • Fix repeating transactions account invalid error
  • Fix closed stocks account shown (bugs #290)
  • Fix transfer transactions getting reset
  • Fix next transaction number
  • Fix for create new transaction
  • Fix for group separator
  • Fix for reconciled balance
  • Performance improvements
  • Updated sponsors

New in Portable Money Manager Ex 1.0.0.1 Rev 5972 (Feb 11, 2014)

  • Fix account number not saved
  • Fix translation items
  • Fix stock currency format
  • Fix sound
  • Fix asset value
  • Fix transaction report crash
  • Fix home page repeating transaction value
  • Fix summary asset total
  • Fix changing account causes amount to change
  • Fix error message when category is deleted
  • Fix csv file import
  • Fix transaction advanced amount

New in Portable Money Manager Ex 0.9.9.2 SVN 4386 Unstable (Jul 16, 2013)

  • QIF Export/Import updated

New in Portable Money Manager Ex 0.9.9.2 SVN 3420 Unstable (Feb 15, 2013)

  • Lua scripting language interface added
  • Transaction Dialogue updated
  • Simple line calculator added for amount fields
  • Split transactions improvements
  • Transaction Report updated
  • Payee Dialogue updated
  • Categories Dialogue Updated
  • Currency manager updated
  • Fix quartly budget estimate calculation
  • Fix help info by including a status bar
  • Improved Navigation panel Account switching to fix
  • Transaction Filter memory between accounts
  • Copy/Paste accross accounts
  • Updated icons
  • Fixed Search field for Checking accounts
  • Added sort order for Stocks and Assets panels
  • Added user defined icons for accounts
  • Repeating Transactions updated. A filter added
  • Remove progress bar from Checking panel as too fast to be useful
  • Crash using Transaction Report using Vista / USB
  • Crash using Cash Flow Report when a Repeating Transaction becomes inactive using frequency of: in/every x days/months

New in Portable Money Manager Ex 0.9.9.2 SVN 3127 Unstable (Dec 8, 2012)

  • Crash using Transaction Report using Vista / USB
  • Crash using Cash Flow Report when a Repeating Transaction becomes inactive using frequency of: in/every x days/months
  • Fix quarterly budget estimate calculation.
  • Fix help info by including a status bar.
  • Improved Navigation panel Account switching to fix:
  • Transaction Filter memory between accounts
  • Copy/Paste across accounts.
  • Remove progress bar from Checking panel as too fast to be useful.
  • Updated icons
  • Fixed Search field for Checking accounts
  • Added sort order for Stocks and Assets panels
  • Updated Currency manager
  • Added set of user defined parameters for Transaction Report
  • Added user defined icons for accounts

New in Portable Money Manager Ex 0.9.9.0 (May 18, 2012)

  • Externals updated to wxSQLite3 V: 3.0.0 (sqlite3 V: 3.7.10.0)
  • New dialog designs, updated keyboard and user interface features.
  • Budget Section Upgrade
  • View as Calendar Years or Financial Years
  • Budget Category summaries showing subcategory totals.
  • Added Monthly Budgets.
  • Allow transfer totals to be included in budget totals.
  • Improved Help for Budget setup
  • Improved Split Categories
  • Allows deposits and withdrawals in same transaction.
  • Allows split categories to be edited.
  • Allows quick viewing of split categories in transactions.
  • Improved Transaction Filtering - allowing edits to transactions.
  • Improved Navigation tree and Account type identification.
  • Improved CSV Inport/Export facility using a Universal Dialog.
  • Improved QIF Importing facility.
  • Recent files list added.
  • Backup feature now allows 4 backups at start and/or end when updated.
  • Improved Options Dialog. Allow user to cancel changes.
  • Improved Cash Flow Report.
  • Improved Custom SQL Report File Saving features.
  • Updated Help Files with improved Language support
  • Improve startup error handling.
  • Miscellaneous code improvements and bugfixes.

New in Portable Money Manager Ex 0.9.8.0 (Aug 10, 2011)

  • Externals updated to wxSQLite3 V: 2.1.2 (sqlite3 V: 3.7.7.1)
  • New commands in Tools Menu for the Relocation of Categories and Payees.
  • New date format: YYYYMMDD
  • New user options for 'Transaction Dialog' behavior.
  • Auto payee inclusion for transactions (user selectable)
  • Auto category inclusion for transfer transactions (user selectable)
  • Allow Status to be set to 'Reconciled' (user selectable)
  • Reintroduction of Custom Reports as installable reports.
  • Repeating Transactions:
  • Allow transactions to be automatically entered with user control.
  • Allow transactions to be automatically entered without user control.
  • new 'Skip' transaction command.
  • New AMD64 build instructions.
  • Change to Home Page Income/Expenses reflect calculations of visible accounts.
  • Stocks Summary now displayed on Home Page with new Option and Menu:View item.
  • New icons in Accounts to highlight a transfer and direction for a transaction.
  • Currency dialogs updated - Now allows deletion of a currency.
  • Improved Backup options on Startup.
  • Improved functionality of Transaction Report.
  • Expanded periods for Cash Flow Reports.
  • Improved sub reports in the reports section of Categories.
  • Hide Financial Year reports when they are the same as the Year Reports.
  • New Tools for the maintenance of Custom Reports.
  • Improved file import for CVS and QIF formats
  • Help files now will be displayed in the selected language if they exist.
  • Changed loading order of accounts. Now displayed in alphabetical order.
  • Improved performance of displays.
  • Rearrangement of: Delete Transaction(s) popup menu items.
  • Improve performance for QIF and CSV importing.
  • and bugfixes.

New in Portable Money Manager Ex 0.9.7.0 (Feb 3, 2011)

  • wxSQLite3 updated to v 2.0.2 (sqlite3 v.3.7.4)
  • Move functionality for transactions added
  • New type of accounts - Term account added
  • Infobar added on the bottom of the checking accounts and assets panel
  • Random tips for checking panel added
  • Escape key will not close the New/Edit transaction window (for Chinese typing support)
  • Notes column for Assets added
  • Logo in SVG format added. Created by zhart http://forum.ubuntu.ru
  • New Financial Year Reports: Start date user definable, Default: 1 July - 30 June
  • New Menu Items in View
  • Assets: Value calculation changed to compound interest
  • Transaction Statistics report now displays 5 years
  • Help file has been updated
  • and bugfixes

New in Portable Money Manager Ex 0.9.6.0 (Feb 3, 2011)

  • wxSQLite3 updated to v.1.9.9 (sqlite3 v.3.6.23.1)
  • CurrencyFormatter refactoring, bugfix for huge amounts (like a 1000000000000)
  • Alignment of some columns changed
  • Recent files' submenu removed
  • Main window title will contain "[portable mode]" suffix if mmex runs in portable mode
  • English/Russian HTML help updated
  • Unnecessary notes removed on the bottom of the main screen
  • Improvements of temporary files generation
  • Select Language dialog refactored
  • Ability to select language during setup, native HTML help will be installed if one presents
  • OnSaveAs refactoring & bugfix
  • x64 build on Windows
  • Ability to build rmp package on Linux
  • Installation directory changed to %ProgramFiles% (C:\Program Files\MoneyManagerEx)
  • User's database and settings files default location is %APPDATA%\MoneyManagerEx
  • Check whether user has write access on database's file
  • About dialog shows versions of libraries which where used to build MMEX

New in Portable Money Manager Ex 0.9.5.1 (Dec 4, 2009)

  • Fix: changes reverted for popup menu "Viewing transaction from ..."
  • Fix: if record in BILLSDEPOSITS_V1 has invalid CATEGID (for example, -1), this record does not appear in "Repeating Transactions".

New in Portable Money Manager Ex 0.9.5.0 (Nov 5, 2009)

  • Fix for Mac Paths (Wesley Ellis)
  • Add Notes in Transaction Lists (Wesley Ellis, Vadim)
  • Better Currency Summary (Vadim)
  • Add "View Today's Transactions" (Vadim)
  • Add translations for categories (Vadim, Nikolay)
  • View all data (Nikolay)
  • More date formats (Nikolay)
  • Modified sound when adding transactions (madhan)
  • New Arabic translation
  • Keystroke improvements for the checking panel (Nikolay)
  • Sorting of records on column click fixed (Vadim)
  • Fix for report "Category Income/Expense Over Last 12 Months", The "overall" amount was not equal to the previous columns total (Vadim)
  • QIF Export (Nikolay)
  • CSV Export improvements (Nikolay)
  • New Serbo-croatian translation
  • Disabling of Edit and Delete Buttons when any transaction unselected (Pat)
  • Asset dialog show/hide controls (Pat)
  • Bank Accounts popup menu (Nikolay)

New in Portable Money Manager Ex 0.9.4.2 (Mar 21, 2009)

  • Fix potential crash in Account Transactions Screen
  • Added Bulgarian Translation
  • Added Portuguese (Portugal) Translation
  • Fixed problem with transactions with large notes not displaying buttons properly
  • Easier selection of existing payees by typing a few words
  • Fixed issue when updating entry with 0.0 value
  • Remove GCC warnings in 4.2.4
  • Fix report update bugs after base currency is changed or currency rates are updated
  • Fix UK shares (Symbol = XXXX.L) price update bug
  • Fix PAYEEID is not equal to -1 and the values of TRANSAMOUNT and TOTRANSAMOUNT are not the same in the database for "Transfer" transaction
  • When user selects "Transfer" in the transaction dialog box, "From" account is set to the current account automatically
  • Other minor GUI bug fixes
  • Add subtotal of accounts
  • Fix crash when changing language
  • Added Belgian Translation (DUTCH_BE)
  • Added French User Manual
  • Added English UK Translation
  • Added Russian User Manual

New in Portable Money Manager Ex 0.9.4.1 (Jan 5, 2009)

  • Fix additional extension in files saved as new database
  • Fix version in executable resource

New in Portable Money Manager Ex 0.9.4.0 (Dec 30, 2008)

  • MMEX now installs in %APPDATA% directory instead of program files by default in Windows
  • Fix crash on custom reports (Jaffa)
  • Fix display problems with cents (Ho Yin Kwok)
  • Fix hang with large amounts for top categories graph
  • Fix association of categories on CSV Import (Patch by Pieter)
  • Add New Budget Setup and Performance Report (Rohit Kumar)
  • Temporary workaround for Linux crash when clicking home page links
  • Add on-line currency rate update function
  • Download latest currency rate data from European Central Bank
  • Based on the rate of the base currency, calculate the rates of other currencies and update them
  • Add a new column in the existing currency table
  • Add a new option to allow user to enable or disable online update currency rate function (default is disable)
  • In option dialog box, display more user friendly strings for data format
  • For "New/Edit Stock Investment" dialog box, if current price is empty, then current price is equal to purchase price
  • Change "Notes" of the "New/Edit Asset" dialog box from single text control to multi-line text control