MoneyWiz Changelog
What's new in MoneyWiz 2.6.1 Build 210
Jun 29, 2017- Today I am very excited to show you a sneak peek of our upcoming update 2.6 that will include investment accounts. I will also make some notes about what else to expect in this update and when to expect the update. And here are a few things to note:
- There are 4 components of the investment account screen – chart, trades, portfolio and balances (cash & holdings).
- Market values refresh automatically once per hour but you can always manually refresh them more often than that if you need to.
- This update will add 3731 institutions supported for automatic bank sync via Yodlee. Those are mostly investment institutions (such as TD Ameritrade, E*Trade etc.)
- I am also happy to tell you that update 2.6 will have another neat little feature that I know many of you have been waiting for – when a new transaction is downloaded via online banking (i.e. bank sync), it will be marked as new in the red/green flag. This will allow you to easily distinguish old from newly downloaded transactions.
New in MoneyWiz 2.5.0 Build 120 (Oct 27, 2016)
- Tags – tag transactions for additional reporting power. Budgets also support tags.
- Receipts sync – sync your attached transaction receipts across all devices (enable it via the SYNCbits menu)
- 14 new reports.
- Ability to add filters to reports by categories, payees and tags.
- New type of reports visualization – spreadsheet report (Categories vs Tags report uses it)
- Offset categories – MoneyWiz now allows you to enter transactions with minus sign, which you can use to offset categories (both income & expense) in case you want to handle reimbursements for example. Remember that MoneyWiz still has built-in Refunds functionality!
- Budgets can now be created with 0 amount, which can help those of you who prefer envelope style budgeting.
- Improved SaltEdge online banking
- Much improved online banking auto-categorization. Really, it’s like a whole new experience there!
- Auto-completers for manually entered transactions are now account independent.
- New currency added – BYN
- Ability to disable auto-categorization for online banking accounts (it’s individual setting per account. Access it by editing the account and then go to the Extended options).
- Ability to set MoneyWiz to not create new categories when they come from online banking (it’s individual setting per account. Access it by editing the account and then go to the Extended options).
- Over 100 bug fixes
- IMPORTANT NOTICE:
- This update changes the data format, due to the Tags functionality. That means that you need to update MoneyWiz on all your devices to assure that SYNCbits continues to run smoothly.
New in MoneyWiz 2.2.1 Build 80 (Jun 24, 2016)
- SYNCbits: 2/5 sync loop for some accounts
- OB account with MFA synced between Mac and Windows crashes
- QIF and CSV “date format is wrong” fixes
- Prompt to activate every few days
- Categories disappearing from transactions
- OB is assigning top-level categories
- Cash related to using scheduled transactions
- Categories show as “None” even though they are valid
- Various QIF import problems
- SYNCbits: Sync never finished for some users
- Category is set to None if you duplicate a scheduled transaction
- SYNCbits: various fixes
- MoneyWiz crashes at launch
- Category deletion is not synced properly
- Setting to hide the check # column is not saved
- Added handling of specific Yodlee MFA types for OB
- Merged values in report differ between devices
- Cashflow report doesn’t show balance
- Missing separator line in report’s header row
- Infinite value of currency exchange rate
- Various Yodlee related optimizations
- Some users can’t install MoneyWiz
- Negative sign is shown before 0 balance
- Some transactions appear uncategorized even though they are
- Handling of special characters in french OFX files
- OFX security support
- Fixed issue with adjust balance transactions showing up as pending
- Some users are unable to activate MoneyWiz
- Scroll doesn’t react on mouse wheel in the instant forecast window
- Only one account appears for import even though there are more
- Performance optimizations
- Different results on Compare Expense Categories report on Windows and Mac/iOS
- Expenses Over Time report includes & calculates transfers transactions made to loan accounts
- MoneyWiz shows wrong version number if pinned to taskbar
- Charts not working for some people
- Various fixes in Reports
- Various fixes related to advanced reconcile
- Fixed MoneyWiz asking irrelevant MFA authentication questions
- Handle transfers in QIF file
- Fixed bug related to signing up for SYNCbits and then cancelling the sync
- Sync selects first account on start
- Fixes in the Duplicates phase of the import process
- Missing indication for hidden filtered transactions
- CSV Import crashes during Category linking
- Reports regenerate after changing section
- Fixed sort in reports
- Text was not selected when accessing a text field with Tab
- Issue with ordering budgets
- Transfer transactions are not recognized in some QIF files
- When editing an imported transaction MoneyWiz doesn’t display its amount in the amount field
- Import of Memo field from CSV file
- Issues when selecting fields in Budgets with the help of Tab and arrow keys
- Issues customizing the columns in the spreadsheet view
- [Feature] Pin report chart to top
- [Feature] Added new currency - BYN
- [Feature] Added BitCoin support