What's new in My Money 2.0.91
Jan 17, 2015
- Added OFX 2.0.3 Spec Support
- Added support for Suncorp Bank (suncorpbank.co.au) eStatements
- Integration with Shopify data
- Misc:
- Data Input Fonts are now customizable
- Fixed Register Sorting issues
- Cumulative Bug fixes
New in My Money 2.0.90 (Nov 4, 2014)
- Fixed MacOS Yosemite related issues
- Fixed "Transaction edit stalling" named issue
- Fixed code-signing algorythm
- Fixed "Unable to run /usr/bin/open" while sandboxed
New in My Money 2.0.89 (Aug 26, 2014)
- Changed Reconciliation workflow so Downloaded and Cleared transactions are marked Reconciled automatilly
- Account sparklines and trends now show 6-month data spans
- Electronic transactions status survives after user edits
- Updated MacOS run-time to jre-7u67-macosx-x64
- Cumulative Bug fixes
New in My Money 2.0.88 (May 17, 2014)
- This update contains important performance and reliability fixes for OS X 10.9
- Full Retina Display support on Mac OS X
- Fixed PDF printing on Mavericks
- Cumulative Bug fixes
New in My Money 2.0.87 (Oct 28, 2013)
- Fixed Lists Table Sorting preferences
- Added Total Recalc function to Portfolios
- Updated CitiBank OFX Server Direct Access Information
- Fixed imports for German originated QIF Files
- Increased support of fractional digits to 6 to match Computershare data
- Bug fixes
New in My Money 2.0.86 (Jun 15, 2013)
- Investments: fixed a bug preventing automated quote updates on startup
New in My Money 2.0.85 (Apr 24, 2013)
- Added import of Quicken Essentials for Mac (QEM) data
- Fixed Delta Community Credit Union connection information
- Added extra security lookups by ISIN/SEDOL, when specified
- Added support for Canadian Mortgage interest compounding
- Fixed backup logic for Mac Appstore versions
- Bug fixes
New in My Money 2.0.84 (Mar 15, 2013)
- All: The software is transitioned to OpenJDK project
- Bug fixes
New in My Money 2.0.83 (Dec 8, 2012)
- Windows: Windows 8 related issues fixed
- Windows: Codebase is now signed with Microsoft approved certificates
- Mac: Adding Sandboxing in preparation for Mac Appstore Listing
- Bug fixes
New in My Money 2.0.82 (Dec 8, 2012)
- Fixed Chase OFX/QFX downloads, updated OFX server information
- Bug fixes
New in My Money 2.0.81 (Aug 18, 2012)
- Fixed backup logic on MacOS Lion and Mountain Lion
- Deprecated syncronization with Google Finance
- Mountain Lion Note - Gatekeeper needs to be set to "Anywhere"
- Bug fixes
New in My Money 2.0.80 (Jun 23, 2012)
- Integration with mymoneylive.com
- Bug fixes
New in My Money 2.0.79 (Jun 23, 2012)
- Adjusted Windows Install per Windows 7 Guidelines
- Payees and Categories will be silently created when needed
- Bug fixes
New in My Money 2.0.78 (Apr 27, 2012)
- MyMoneyLive Beta Build #3
- Bug fixes
New in My Money 2.0.77 (Mar 17, 2012)
- Fixed OFX balance generation issues when exporting data
- Added Automated Bug Submission in MyMoneyLive
- Added Portfolio rebalancing in Investments
- MyMoneyLive Beta Build #2
New in My Money 2.0.76 (Feb 27, 2012)
- Fixed American Express OFX synchronization issues
- Fixed dropbox syncronization issues
- MyMoney bug fixes
New in My Money 2.0.75 (Jan 24, 2012)
- MyMoneyLive bug fixes
- MyMoney bug fixes
New in My Money 2.0.74 (Dec 17, 2011)
- MyMoneyLive WebUI released to closed beta
- Bug Fixes
New in My Money 2.0.73 (Oct 25, 2011)
- MyMoneyLive: added Register and Accounts Manager for the web
- Bug Fixes
New in My Money 2.0.72 (Sep 26, 2011)
- Added Refactoring commands for Quick Edit:
- Find all unused Payees
- Remove them
- MyMoneyLive: added APIs for the web version
- Bug Fixes
New in My Money 2.0.71 (Aug 27, 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
New in My Money 2.0.70 (Jul 25, 2011)
- Fixed handling of Citi Bank generated OFX data
- Fixed ticker resolution for some Italian issues
- Fixed Google Finance sync issues
- Bug Fixes
New in My Money 2.0.69 (Jun 18, 2011)
- Added support for Amazon.com App store
- Bug Fixes
New in My Money 2.0.67 (Apr 5, 2011)
- Added 2 way sync with Google Finance
- Bug Fixes
New in My Money 2.0.66 (Feb 19, 2011)
- Added user defined reports
- Fixed incorrect position resolution for a given CUSIP
- Porfolio Analyst released to beta
- Bug Fixes
New in My Money 2.0.65 (Jan 15, 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
New in My Money 2.0.64 (Jan 15, 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
New in My Money 2.0.63 (Nov 20, 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
New in My Money 2.0.62 (Oct 26, 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
New in My Money 2.0.61 (Oct 1, 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
New in My Money 2.0.60 (Sep 16, 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
New in My Money 2.0.59 (Aug 21, 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
New in My Money 2.0.58 (Jul 31, 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
New in My Money 2.0.57 (Jul 10, 2010)
- Updates to all translations
- Updates to the online manual
- Portfolio Manager released to retail
- Bug fixes
New in My Money 2.0.56 (Jun 12, 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
New in My Money 2.0.55 (May 15, 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
New in My Money 2.0.54 (Apr 24, 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
New in My Money 2.0.53 (Mar 20, 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
New in My Money 2.0.52 (Feb 20, 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
New in My Money 2.0.51 (Feb 1, 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
New in My Money 2.0.50 (Dec 28, 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
New in My Money 2.0.49 (Nov 20, 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
New in My Money 2.0.48 (Oct 24, 2009)
- Added 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
New in My Money 2.0.47 (Sep 19, 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
New in My Money 2.0.46 (Aug 21, 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
New in My Money 2.0.45 (Jul 18, 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
New in My Money 2.0.44 (Jun 18, 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
New in My Money 2.0.43 (May 22, 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
New in My Money 2.0.42 (Apr 17, 2009)
- Business 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
New in My Money 2.0.41 (Mar 21, 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
New in My Money 2.0.40 (Feb 18, 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
New in My Money 2.0.39 (Jan 16, 2009)
- Check numbers are enabled for split transactions
- Spanish translation
- Added Categorized reports
New in My Money 2.0.37 (Nov 8, 2008)
- Bug 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
New in My Money 2.0.36 (Oct 24, 2008)
- Microsoft Money importing improvements:
- Duplicate transactions are allowed to go through
- Invalid imported splits are fixed when possible
- Performance Improvements
New in My Money 2.0.35 (Oct 10, 2008)
- Data 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
New in My Money 2.0.33 (Sep 12, 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
New in My Money 2.0.32 (Aug 29, 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
New in My Money 2.0.31 (Aug 1, 2008)
- Recurring bills and deposits are enabled.
- Account balance forecasting added to analytics
- New refactoring option: Quick swap of Payee and Memo fields
New in My Money 2.0.28 (Jun 3, 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
New in My Money 2.0.28 Beta (May 31, 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
New in My Money 2.0.26 Beta (May 9, 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
New in My Money 2.0.18 Beta (Feb 9, 2008)
New in My Money 2.0.14 Beta (Dec 8, 2007)
- Added automated submission into Bugzilla
- Blowfish is replaced by Adaptable algorythm