What's new in BudgetView 4.03 Build 149
Feb 22, 2016
- New installers - the first visible change in this release is the installer, which we have redesigned from scratch:
- For Windows and Mac OS X you no longer need to install Java on your own. The installation process is much simpler, with no arcane tricks to make Java work under Yosemite or El Capitan. You also avoid the frequent Java updates.
- A consequence of this redesign is that the automatic update will not work for this version. You need to manually install BudgetView on your computer.
- New look&feel:
- The second visible change in this release is the look&feel of the interface. We have updated the interface to:
- Provide a better guidance for new users
- Have a crisper rendering on Retina displays
- Ease the selection of months (with a pop-up menu triggered when you click on the month label at the top left corner of the screen)
- Improved management of savings accounts:
- It is now possible to categorize transactions from savings accounts in envelopes outside the "Transfers" area. This means for instance that you can create an "Interest" envelopes in the "Income" budget area to categorize your annual interest transactions.
- We still have a long way to go before having a clear and easy management of internal transfers. This will remain a focus in our next releases.
- Online help improvements:
- We have removed the help pages embedded in the application and improved the online help in order to have a more complete and coherent support repository.
- Bug Fixes:
- The dashboard page was in some cases showing a long series of 00000.
- The Undo action was not working properly after using the "Shift balance to next month" action.
- The sub-envelopes were not properly sorted in the Categorization view.
New in BudgetView 4.02 Build 146 (Sep 3, 2015)
- For this version we have mainly worked on simplifying the initial setup for newcomers. We have improved the onboarding wizard and also revisited the organization of the envelope edition dialog.
- In terms of new features, users of the "Analysis" add-on will find a new view: the evolution of the envelopes. This view lets you observe the evolution of each of your envelopes over time, up to the last three years.
- Some of you were requesting a longer timespan for the forecasts. We have increased the maximum to 60 months, which you can set in the Preferences panel. We also added some color schemes. You can change the theme in the File / Preferences menu.
- And as usual we have also fixed a few bugs. Note that if you are having problems connecting to your bank you can now easily send us detailed information about the error.
New in BudgetView 4.0 Build 145 (May 11, 2015)
- This version integrates a few fixes, and clarifies the fact that BudgetView is now a free application that can be optionally extended with paid add-ons.
New in BudgetView 4.0 (May 4, 2015)
- A completely revamped user interface
New in BudgetView 3.13 Build 131 (Jan 13, 2014)
- BudgetView now saves the size of the window and the various blocs in all views. When launching the application, you'll then find it in the same state as you left it.
- You can now duplicate projects.
- Split transactions are now recognizable in the Budget and Categorization tables.
- Fixed an error that caused incorrect account positions.
- And other minor evolutions and fixes.
New in BudgetView 3.11 Build 128 (Oct 14, 2013)
- This version provides a few bug fixes.
New in BudgetView 3.10 Build 125 (Oct 1, 2013)
- This version features a new way to manage your projects. You can now;:
- Activate/deactivate projects or project elements to perform simulations
- Shift all the elements of a project to another month
- Integrate recurring expenses over several months, for instance loans
- Integrate transfers, for instance between your savings and main accounts
- Set images to your projects, either from pictures located on your computer, or by copy/pasting them from another application such as your web browser
- Set notes, hyperlinks and images to project elements
New in BudgetView 3.09 Build 124 (Aug 19, 2013)
- This version contains a few fixes, mostly in direct connections to French banks (CIC).
New in BudgetView 3.07 Build 121 (Jul 1, 2013)
- You can now delete accounts and envelopes through the right-click pop-up menus.
- The application now accepts non-standard OFX files where the account positions use a "--100.00" format (with two minus signs... go figure!)
- The application now accepts OFX files containing transactions but no account.
- Fixed a problem which caused the application to remain in the background after quitting under Mac.
- Reinforced the protection against data corruption when using several instances of BudgetView with the same data directory. Please note however that this use case is still not supported, and should be avoided whenever possible.
- Fixed an error when updating the current date when the application remains open for a few days in a row.
- Fixed an error that could lead the application to use much more memory than usual.
New in BudgetView 3.05 Build 119 (May 28, 2013)
- It is now possible to print the list of transactions displayed in the Accounts and Categorization views. To start printing, use the "Action" menus located near the transaction lists.
- The Accounts view has been reorganized, and now features position graphs for each account. You can click in a graph to select the corresponding transactions.
- The number of ignored and auto-categorized transactions is now displayed at the last step of the import.
- Improved look&feel and performances on Windows.
- This version also includes various fixes.
New in BudgetView 3.0 Build 113 (Apr 23, 2013)
- The BudgetView Android app is now available! This first version lets you visualize your budget on the go with your smartphone or tablet. It is available as a preview version for now so that you can help us improve it, and it should be available in Google Play in a few weeks.
- The BudgetView app for Android
- You can now edit a manually created transaction. To do this, just right-click on the transaction and select "Edit..."
- You can also move the storage directory used by BudgetView, for instance to put it on a backed up or shared directory. To do this, go to the "File / Preferences" menu, and then select the "Storage" tab. Please note that if you use a cloud storage system such as Dropbox or Google Drive, you need to make sure that only one BudgetView instance uses this directory at a given time, or your data could be corrupted.
- And as always, this release includes the latest bug fixes.
New in BudgetView 2.34 (Mar 11, 2013)
- CSV import: the application now manages cases where values are wrapped in quotes ('...') or double-quotes ("...")
- CSV export: added an Account column, and translated the column headers depending on the language used by the application
- It is now possible to change the language (English/French) from the Preferences dialog
- New green color theme available in the Preferences dialog
- Fixed a few errors, for instance when importing Microsoft Money files, or when managing dates when the application remains open several days in a row
New in BudgetView 2.33 (Dec 17, 2012)
- Fixed an account position computation error that occured in some cases during the upgrade to the 2.32 version.
New in BudgetView 2.32 (Dec 4, 2012)
- Manual input of transactions:
- You can now enter transactions in all accounts, even those for which you import files. You can then reconcile these transactions after subsequent imports.
- When entering transactions, BudgetView now auto-completes the label, and categorizes them automatically based on the existing transactions.
- Account management:
- BudgetView now detects automatically discrepancies between the position of an account and the corresponding sequence of transactions. This lets you detect missing or duplicate transactions for this account.
- BudgetView now handle more credit card configurations - for instance a credit card for transactions between the 20 of each month, with a transfer on the 15th two months later.
- Analysis view:
- A right-click on any graphic of the Analysis view now displays a pop-up menu to navigate to the corresponding transactions.
- Sub-envelopes are now displayed in the table located at the bottom of the Analysis view.
- Projects:
- Sub-envelopes are created automaticall for each item in a project. You can then see the completion rate for each item in the project edition dialog.
- Printing:
- The printed report now includes a page representing the "Budget" view, with all the envelopes and the corresponding completion rates.
- Other improvements:
- The View menu now includes a few functions for selecting the current month, current year, etc.
- Operations are now displayed in green or red, depending on their sign, in the tables of the Accounts and Categorization views.
- Added the main Swiss and Belgian banks
- BudgetView is now compatible with the latest security mechanisms of Max OS X Mountain Lion.
New in BudgetView 2.31 (Dec 4, 2012)
- This version provides support for Java version 1.7, eliminating an error when downloading or categorizing transactions.
- Two additional fixes are also included - an error in the display of sub-envelopes in the Analysis table view, and another in the processing of deferred debit cards.
New in BudgetView 2.29 (May 19, 2012)
- In the Analysis view, you can now see the details of sub-envelopes for a given envelope. To use this, click on an envelope that contains sub-envelopes in the corresponding repartition chart : you will see a "Show sub-envelopes" button appear just below the chart
- This version also includes a few additional bug fixes, for example when importing OFX or CSV files, using the OFX direct download option with some banks, or in the display of envelopes related to projects in the Budget view
New in BudgetView 2.28 (May 4, 2012)
- You can now carry over the remainder or the overdraw of an envelope over the next months. For instance, let's say that you spent only 100.00 out of 150.00 in leisures this month. Using this function, BudgetView will automatically carry the remaining 50.00 over the next month, setting the planned amount of this envelope to 200.00. To try this, click on the envelope name in the Budget view and select the "Carry ... over" menu option.
- BudgetView now better handles non-standard date formats in OFX files
- In the login screen, you can now select an user name among the list of existing user accounts.
- This version also includes a few additional bug fixes. For instance, BudgetView does not request incoming connections anymore, and we also fixed an error that occured in some specific cases when editing envelopes.
New in BudgetView 2.27 (Apr 19, 2012)
- You can now better control how transactions are planned in the future, by forcing a given envelope to plan only one transaction per month, on a given day each month. This is useful for instance to tell BudgetView to plan your salary as a single transaction on the 29th of every month. To use this feature, click on the envelope name in the Budget view and go to the "Forecast" tab.
- You can now edit the labels of transactions, by right-clicking on them in the Categorization and Accounts views.
- When importing files or creating accounts, you can now add your own bank to the list.
- When entering a transaction, you can now select a month in the past, even if this month is not displayed in the time bar at the top of the screen.
- This version also includes a few bug fixes, for instance in some specific cases when importing CSV files.
New in BudgetView 2.25 (Mar 19, 2012)
- You can now import CSV (Comma-Separated Values) files, coming for instance from a spreadsheet program such as Excel or Numbers. For more information, please read the CSV import guide.
- Two new options are available in the preferences dialog available from the "Files / Preferences" menu:
- Change the date format (for instance "March 13, 2012" instead of "13 March 2012")
- Change the color theme of the application
- When using the application for the first time, you now have the ability to see BudgetView at work on a demo account.
- The version provides a few bug fixes - for instance an error occuring when deleting an operation in some cases.
New in BudgetView 2.23 (Mar 19, 2012)
- You can now print reports from BudgetView, by using the "Print..." option in the File menu. Please note that this is a very first version of this feature - as always, your comments are welcome!
- You can now use your activation code on two different computers.
- Various minor fixes and improvements.