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Moneydance Changelog

What's new in Moneydance 2024 (5118) Preview

Apr 19, 2024
  • Fixed bug with window sizing and positioning in some multiple-monitor configurations
  • Fixed license key entry window that caused the entry field to all but disappear when the window size was slightly narrower than usual
  • Fixed license key verification issue when checking upgrades from previous versions
  • Changed API to keep compatibility with Find-and-Replace extension

New in Moneydance 2024 (5117) Preview (Apr 16, 2024)

  • Fixed bug from earlier builds of Moneydance 2024 which prevented the manual entry of recently purchased license keys.

New in Moneydance 2024 (5115) Preview (Apr 15, 2024)

  • Fixed bug from previous preview in which non-memorised graphs and reports didn't remember their sidebar setting
  • If performing a batch change on transaction amounts, any currency conversions will now use the date of each transaction when calculating the exchange rate or price

New in Moneydance 2024 (5114) Preview (Apr 15, 2024)

  • Improved extension compatibility over previous preview version

New in Moneydance 2024 (5113) Preview (Apr 15, 2024)

  • Batch Change Amounts: You can now change the amount for all selected transactions at once, using any mathematical expression, by choosing Batch Change -> Amount in the register menu. For example, to reverse the value of the selected transactions, use "{value} * -1". Or, to convert the selected transactions from Euro into the currency of the register, enter "{value} EUR". Try it - it's undo-able!
  • Searchable Accounts and Categories: You can now filter the accounts and categories windows by name, type (bank, credit card, etc), currency, or security. Type "Bank" to show all bank accounts, or "AAPL" to show any shares of Apple across all investment accounts. We also made it easy to expand or collapse account hierarchies, and added an option to hide inactive accounts.
  • Date ranges are now super-powered, with more predefined ranges available ("Last 180 days", etc), but you can also customise the offset and size of most date ranges by shifting them to earlier or later periods. For example, the range "Last Year" can be offset by -1 to get the previous year, or multiplied by 4 to get the last 4 years. These customisations are remembered when switching or memorising graphs and reports.
  • Enhance auto backup settings with the ability to save and keep multiple backups per day, rather than just the last saved per day.
  • More context menus! The right click menu (control-click on Mac) on accounts or transactions now shows more options, including removing/adding accounts to the sidebar, as well as editing, reconciling, adjusting a balance, or opening an account in a new window.
  • Improved restoration of window locations and sizes, especially when using multiple displays.
  • Improved Python scripting window and the included sample code.
  • Mousing over account pickers and most buttons now highlights them to show they are clickable
  • You can now record transaction reminders by pressing ⌘-return (or control-return)
  • Recording a transaction reminder is now undo-able
  • Fixed batch changing of check numbers
  • Properly handle alt and control-clicks correctly on windows, and modifier clicks more consistently throughout the app
  • Fixed truncated Summary Page views
  • Make buy/sell markers on security detail graph better align with price history points
  • Reset security detail graph and summary information when no security is selected in an investment account
  • When batch-changing transaction dates, also change the tax date if it was originally the same as the primary date
  • On Windows and Linux, mouse clicks with modifier keys (control, alt, etc) are now more consistent with platform standards
  • Allow adding categories to the sidebar, but only from the Categories window
  • In the Advanced Find window, searching for cleared/reconciling/uncleared transactions no longer returns transactions for which only the other side of transfers matched the search
  • For type-able account and category fields, the picker popup isn't displayed as aggressively (ie simply by the cursor being in the field)
  • Faster syncing with iCloud Drive due to a new implementation
  • Include option to edit securities in the account context menu
  • Fix bug (windows only) in which the selected account in MDPlusAccountsPanel showed a big white rectangle instead of the account name
  • Added tooltips for various buttons, notably the split/combined register icon
  • Added the ability to show raw account details from the standard account popup menu
  • No longer try to generate a currency graph if there are no currencies
  • Whether accounts and reports are present in the sidebar is now synced across devices
  • Remove internal print service preloading and caching, which should no longer be needed
  • Fix issue on Windows that sometimes prevented the File->Open menu from working
  • Improvements to Console Window to reveal the locations of special folders such as sync folders, backups, settings, etc. Loading speed is improved when showing large log files.
  • Inactive accounts in the sidebar are now shown greyed out
  • Console log: messages now have timestamps
  • Fixed a bug in which Foresight homepage graph settings are invalid after switching files
  • Clicking the balance label at the bottom right corner of a register now shows additional details about selected transactions
  • In register and summary screen quick-search, you can now search and filter for investment actions (e.g. Buy, SellXfr, etc)
  • Third party extensions can now add items to popup menus for accounts and transactions
  • Third party extensions can now use Moneydance's internal logging mechanism
  • You can now set investment action filters on various investment-related graphs and reports
  • When reconciling investment accounts, the default target amount is taken from the cash balance of the investment account, not including security values
  • Improved online banking download error messages with actual details of the account and other key information
  • Fixed investment account lot chooser/editor matching when splits are involved
  • When opening a graph or report in a new window (with right-click on its sidebar entry), show a full moneydance window and not just the single graph or report
  • When a register is split, performing a select-all action (⌘-A or control-A) now only selects transactions in the focused part of the register. If all transactions are already selected, deselect them.
  • Improved mouse click handling in popup windows
  • Fixed Portfolio report to show ROI of zero when all inputs were zero
  • Fixed multiple issues with cost basis and capital gains calculations, with both average cost and lot-based methods. All reports and screens now use the improved and consistent calculations.
  • Capital gains and cost basis reports now highlight negative values in red
  • Cost Basis reports now show a grand total row, with negative values in red
  • Account Balance and Portfolio reports now have options to exclude investment account cash from balance and cost basis calculations
  • Copying report contents to the clipboard now provides the option to copy as html, comma- or tab delimited text, as well as to encode the data for Excel.
  • The Security Performance graph now includes all price changes instead of stopping with the last transaction for the security
  • Improved Summary screen layout so that accounts, reminders, and other long names no longer make the screen too wide to fit the window
  • Fixed transaction search to properly match memo fields
  • Fix bug in which searches for description/payee fields might not catch mismatched splits
  • Pressing return in date fields moves to next field but only if no modifiers are pressed
  • Fixed a bug in Transaction Filter report when no account field was selected in OR mode
  • Fixed a bug in the Capital Gains report for unrealised gains with average cost tracking, which previously returned zero or an incorrect number
  • Fixed occasional text drawing glitch in the quick-search field
  • Include split transaction amounts when searching from the quick-search field
  • Minor improvements to the memorised graphs and reports window
  • Allow transaction sync to continue if a non-decrypt-able file is encountered

New in Moneydance 2023.3 (5064) (Dec 8, 2023)

  • Fixed error when encountering certain unrecognised investment transaction types in downloads or imports

New in Moneydance 2023.3 (5064) Preview (Dec 5, 2023)

  • Fixed error when encountering certain unrecognised investment transaction types in downloads or imports

New in Moneydance 2023.2 (5063) Preview (Dec 2, 2023)

  • Change version label to 2023.3

New in Moneydance 2023.2 (5062) Preview (Dec 2, 2023)

  • Changes to API to keep compatibility with some extensions, such as the PayPal Importer

New in Moneydance 2023.2 (5060) Preview (Nov 27, 2023)

  • When extensions can't be loaded due to code incompatibility errors, don't show a message and do unload the extension
  • Use 2 decimal places in the fallback currency, which is used if there are no other currencies

New in Moneydance 2023.2 (5058) Preview (Nov 22, 2023)

  • Fixed amount and date not having a space between them on the security detail's screen performance + value graph

New in Moneydance 2023.2 (5057) Preview (Nov 18, 2023)

  • On Windows and Linux, Moneydance now allocates a maximum amount of RAM relative to the amount available on the computer
  • Fixed reminder autocommit scheduling, which could sometimes run twice when switching between files
  • Reduce unnecessary Moneydance+ console messages
  • Removed ghost entries of Extension Manager in the window menu after extensions are loaded by being dragged onto the Moneydance window
  • Line graphs now (mostly) include zero on the Y axis, for reference. Don't worry, you can always zoom in to get more detail by dragging a rectangle on any graph
  • Fix an issue that caused a data set with no name to appear in the security performance graph
  • Fix an issue when we receive security downloads from Moneydance+ or OFX which had missing or blank security IDs
  • On Windows and Linux, added an option for a user-specific java launch options file, overwriting any existing Moneydance.vmoptions

New in Moneydance 2023.2 (5052) Preview (Nov 9, 2023)

  • Fixed bug with previous preview version which prevented confirming downloaded transactions with an empty description
  • Fixed bug with previous preview version which prevented processing downloaded securities which had empty security identifiers
  • Fix a bug with previous preview version which could prevent auto-committing reminders from committing in files with syncing enabled
  • Made Security Price History report treat date ranges consistently with other reports and graphs

New in Moneydance 2023.2 (5050) Preview (Nov 6, 2023)

  • Added a modern appx installer for Windows
  • The macOS version of Moneydance is now a universal binary, and runs natively on Apple Silicon Macs
  • Atomic balance recalculation, which should fix occasional summary screen issues after updates are received from background syncing
  • Search field tweak to prevent text selection issues in certain circumstances
  • Improved syncing performance on files with a large number of attachments
  • Moneydance now auto-commits scheduled reminders (if enabled) 5 seconds after loading a file, then every 3 hours thereafter
  • When opening an account in a new window, offset the window by a bit and reset location to the top or left if it will move off-screen
  • Allow selection and deletion of multiple reminders at the same time
  • Made reminder deletion undo-able
  • Fix a bug in which the previous version of moneydance which put the initial principal into the balance adjustment field when editing loan account properties
  • When syncing, we no longer download files that were uploaded from the same device, saving a small amount of your bandwidth
  • When syncing to/from mobile devices, Moneydance now re-creates folders that may have been erroneously deleted rather than failing
  • Downloads via OFX and Moneydance+ now use a smarter algorithm to determine the 'last download' date, preventing possible missed downloads or duplicate downloaded transactions
  • If there are too many items in the Moneydance+ Accounts popup, they now overflow to a sub-menu to avoid running off the screen
  • Added Polish zÅ‚oty to exchange rates
  • Avoided the need to refresh Moneydance+ status at startup
  • You can now use emoji anywhere that you can enter text, including account and category names and transactions
  • Pressing enter/return in a date field now moves focus to next field
  • Fixed trial period transaction counting
  • Improve performance and reduce memory usage when switching between files
  • Reduce logging when listing files/folders in Dropbox Connection and iCloud Drive sync methods
  • Record more complete investment transaction data downloaded via Moneydance+
  • Fixed a bug which prevented keeping 'infinity' backups
  • Fixed a bug in which some Moneydance+ functions could produce an error if there was a delay when loading a file
  • Improve initial syncing performance by performing many small download operations in parallel
  • Fixed bug in which "last N days" date range presets would incorrectly include the current date
  • Added -nobackup flag to skip performing automatic backups when running from the command-line

New in Moneydance 2023.2 (5007) Preview (Apr 3, 2023)

  • Fixed bug that caused downloaded transactions to not be added to the register when a currency rate or security price was a non-positive number.
  • Fixed bug that prevented saving changes to check printing settings.

New in Moneydance 2023.1 (5006) (Apr 1, 2023)

  • Fixes Dropbox Connection syncing bug in Moneydance 2023 (Dropbox Folder and other methods were fine)
  • Fixes bug with Check Printing names appearing as question marks

New in Moneydance 2023 (5004) Preview (Mar 28, 2023)

  • With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or downloaded transactions. Automatically adjust your balance to match your statement or your most recent download with just a few clicks.
  • We've also improved our undo support, allowing you to effortlessly revert any unwanted changes. Whether it was an accidental deletion or a batch-change gone awry, you can get back to managing your finances without missing a beat.
  • And that's not all! We've completely redesigned our register filter to make it even easier to find the transactions you need. It's now more obvious which transactions are being shown. Filter by a specific date or age that you specify, or choose from preset ranges, or even by downloaded or cleared status.
  • We're confident that these new features will make Moneydance your go-to finance management tool. So why wait? Download the latest version of Moneydance today and experience the future of finance management!

New in Moneydance 2023 (5003) Preview (Mar 27, 2023)

  • We are thrilled to announce the release of the newest version of Moneydance, packed with convenient new features that will revolutionize the way you manage your finances!
  • With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or downloaded transactions. Automatically adjust your balance to match your statement or your most recent download with just a few clicks.
  • We've also improved our undo support, allowing you to effortlessly revert any unwanted changes. Whether it was an accidental deletion or a batch-change gone awry, you can get back to managing your finances without missing a beat.
  • And that's not all! We've completely redesigned our register filter to make it even easier to find the transactions you need. It's now more obvious which transactions are being shown. Filter by a specific date or age that you specify, or choose from preset ranges, or even by downloaded or cleared status.
  • We're confident that these new features will make Moneydance your go-to finance management tool. So why wait? Download the latest version of Moneydance today and experience the future of finance management!

New in Moneydance 2022.6 (4097) (Jan 29, 2023)

  • Periodically checks for autocommit-able reminders instead of checking only when opening a file
  • Moneydance now shows the number of decimal places for a currency or security in their info window
  • Disconnected banks are now no longer shown in the Moneydance+ accounts window
  • Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn't show updates performed on the desktop
  • Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window
  • Hide inactive accounts from the Moneydance+ Setup account picker popup menu
  • The Download buttons on account registers no longer show entries for disabled/removed connections
  • Reduce the amount of logging http messages when the console window is open
  • Reduce the amount of logging in the process of syncing to iCloud Drive
  • Reduce the amount of logging when a change in mac system appearance (ie dark or light mode) is detected
  • Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account
  • Fix a bug resulting in a blank window being displayed in certain circumstances
  • When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency.
  • Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app
  • Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed
  • Added an option to the security account settings window to indicate that the account is inactive
  • Hide inactive securities from the investment account security detail view, unless there are shares owned or were otherwise active recently

New in Moneydance 2022.6 (4097) Preview (Jan 22, 2023)

  • Periodically checks for autocommit-able reminders instead of checking only when opening a file
  • Moneydance now shows the number of decimal places for a currency or security in their info window
  • Disconnected banks are now no longer shown in the Moneydance+ accounts window
  • Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn't show updates performed on the desktop
  • Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window
  • Hide inactive accounts from the Moneydance+ Setup account picker popup menu
  • The Download buttons on account registers no longer show entries for disabled/removed connections
  • Added an option to the security account settings window to indicate that the account is inactive, and prevent it from appearing in the security details view
  • Reduce the amount of logging http messages when the console window is open
  • Reduce the amount of logging in the process of syncing to iCloud Drive
  • Reduce the amount of logging when a change in mac system appearance (ie dark or light mode) is detected
  • Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account
  • Fix a bug resulting in a blank window being displayed in certain circumstances
  • When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency.
  • submodule update
  • Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app
  • Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed

New in Moneydance 2022.5 (4091) (Aug 15, 2022)

  • Fixed bug that sometimes prevented full disconnection of a Moneydance+ account

New in Moneydance 2022.5 (4090) (Aug 7, 2022)

  • If a window's remembered location is to the left or above the virtual screen bounds, reset it to the default (centered) location.
  • Update to file selection on macOS Monterey to again show bundles as single files instead of folders, and to allow selection of all Moneydance files, including much older versions.

New in Moneydance 2022.5 (4089) Preview (Jul 31, 2022)

  • Process synced mobile transaction updates in the same order they were made
  • Reduce volume of cash register sound by 50%

New in Moneydance 2022.5 (4088) Preview (Jul 25, 2022)

  • Enabled the close-window button on the window shown when printing checks
  • Fixed the Help->Register Moneydance menu not appearing even if Moneydance wasn't registered/activated
  • Prevent inefficient processing in Moneydance+ status updates when a connection isn't available
  • Fix category filtering in advanced search window
  • Moneydance+ setup window refresh button now fully reloads connections, accounts, and then connection metadata
  • If in debug mode, log downloaded Moneydance+ transactions, including pending ones

New in Moneydance 2022.4 (4087) Preview (Jun 1, 2022)

  • When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold (for main windows this time)
  • Fix a bug when first creating up a custom color theme

New in Moneydance 2022.4 (4085) Preview (May 29, 2022)

  • No longer show a value in the price column of an Investment Transactions report or Securities Detail screen if the transaction doesn't have a price applied
  • Include more information in Moneydance+ error notification windows
  • Fix extensions window updating after adding or removing an extension
  • When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold

New in Moneydance 2022.4 (4080) Preview (May 21, 2022)

  • Fixed Turkish Lira currency ID in default data set
  • Moneydance now always shows the download options menu if alt is pressed when clicking the download button
  • You can now merge transactions which were downloaded from different financial institutions using the same service
  • The create account window is now cancelable with the escape key (except on Mac, sorry. It's a long story)
  • Updated 32 bit Windows installers

New in Moneydance 2022.4 (4078) Preview (May 3, 2022)

  • Removed embedded browser
  • Updated bundled Quotes & Rates extension
  • Fixed new-transaction action handler when switching between investment accounts
  • Creating a new transaction from the Security Detail screen now creates a transaction pre-set to the selected security
  • Allow (programmatically) setting a rateFormatString on GraphSets so that certain developers can use custom format strings on non-currency values in graph tooltips

New in Moneydance 2022.3 (4077) Preview (May 3, 2022)

  • Correction to last preview: fix bug in which investment buy transactions had their sign reversed
  • Selecting Setup Online Banking for investment accounts now offers the choice between MD+ and OFX (it was only OFX before)
  • Avoid cutting off text in Moneydance+ signup wizard
  • Overlap start date of OFX accounts by up to one day to account for late-appearing transactions
  • Fix bug in txn merger that determined (wrongly) whether a security-referencing transaction amount should be negated

New in Moneydance 2022.3 (4075) Preview (Apr 30, 2022)

  • improve mapping of Plaid investment transaction types to Moneydance transaction types
  • zero out reset last-update dates instead of removing them, and restore+deprecate OnlineTxnList.setOFXLastTxnUpdate method
  • Fix alt/command key handling when invoking the download button/menu
  • Change Windows 32 bit bundled JVM to fix installation/uninstallation errors

New in Moneydance 2022.3 (4074) Preview (Apr 29, 2022)

  • Allow downloading of Moneydance+ transactions from multiple different source accounts, for example PayPal and a bank account)
  • Case insensitive sorting in window prompting the matching of local securities to online counterparts
  • Un-break extensions that override the built-in methods
  • Save and restore specified categories in the Transaction Filter report settings

New in Moneydance 2022.3 (4073) Preview (Apr 25, 2022)

  • Include number of downloaded transactions in post-download status text
  • Automatic date axis labels in graphs, including on security detail view
  • The Show Splits checkbox in Transaction Filter report now works again, but more correctly. It now always expands split transactions if they are inter-currency or the report is grouping by category.
  • Allow saving reports to CSV with a Byte Order Mark ("CSV, Encoded for Excel")
  • The escape key now hides various dialog and prompt windows by default
  • If an invalid password is entered when opening a file, the text of the password is selected for easier correction
  • Ensure that various windows and popups appear on-screen, as they weren't before on some multi-display windows systems

New in Moneydance 2022.3 (4072) Preview (Apr 14, 2022)

  • Improved feedback (window shake) when an incorrect password has been entered when loading a file
  • Added window when restoring a .moneydancearchive file, providing the ability to name the new file as well as an option to keep or reset sync settings
  • Improved speed when saving daily backups
  • Ensure fonts are initialised at launch rather than on-demand
  • Always enable register download button and show popup menu if there are multiple download choices or if alt/option key is held
  • Updated bundled JVM to v18
  • Improve currency/security history window calculation that determines whether an edited price was changed
  • Remove unnecessary console log messages
  • Minor tweaks to account matching dialog when downloading or importing OFX data
  • Show all decimal places for prices in net worth report
  • Show all decimal places for prices in the Portfolio Report
  • Fixed sign of rate/price in downloaded inter-currency transactions
  • Improved window management when showing prompt windows

New in Moneydance 2022.3 (4071) Preview (Apr 9, 2022)

  • Fix bug from previous preview which set an exchange rate of -1 for transactions downloaded using Moneydance+

New in Moneydance 2022.3 (4070) Preview (Apr 8, 2022)

  • Minor increase to extension restrictions
  • Inactive accounts are now available to select in transaction search report and Advanced Find window
  • No longer show meaningless security price in register for investment transactions that don't have a price but do have an associated security
  • Fixed transfer direction (out/in) for investment account downloads through Moneydance+
  • Improved currency and security list window, including more useful display and remembering their size and position
  • Reduce redundancy in Moneydance+ transaction memo strings
  • Improvements to Moneydance+ transaction downloads, including not saving a last-download date if there were no transactions in the most recent download
  • Made font loading more resilient to errors seen on 32 bit Windows
  • More fully remove sync state and encryption passwords upon resetting sync settings
  • Updated Dropbox SDK, which is needed to meet upcoming tighter TLS requirements
  • Fix error on mac when choosing a future foresight time period
  • Fixed crash when setting/changing certain color schemes on the mac
  • Fix error from earlier preview when loading certain investment transaction report settings
  • Fix account/category sorting in popups, reports, mobile sync data, etc. so that it is sorted by type and then name, while continuing to have case insensitive sort in popups
  • Allow console parameter in windows 32 bit launcher
  • Indicate that it's necessary to click on rows in the Moneydance+ setup window to select an account
  • The escape key will now dismiss transaction reminder notification, and other, windows
  • Update bundled JVM to 17.0.2

New in Moneydance 2022.3 (4068) Preview (Mar 15, 2022)

  • Fix slowdown when loading certain files with large account structures
  • Color scheme improvements and fixes
  • Fix securities detail graph which was broken in the previous preview build
  • Improvement to security-matching window display
  • Improved status updates when downloading and de-duplicating transactions
  • Moneydance+ investment downloads should now be working for enabled accounts
  • Fixed bug from previous preview build which prevented importing of files
  • Memorized Graphs and Reports are now listed alphabetically in the separate Graphs and Reports window

New in Moneydance 2022.3 (4067) Preview (Mar 4, 2022)

  • Fix bug from last preview that caused all date-interval graphs to not display

New in Moneydance 2022.3 (4066) Preview (Mar 3, 2022)

  • Investment accounts supported when downloading using Moneydance+ (pending server update)
  • Improvements when changing color schemes
  • Moneydance+ downloads now overlap download date ranges to avoid missing transactions
  • Fixed bug with auto-completion popup showing the auto-completions from the first time the popup was shown
  • New securities now default to 5 decimal places (was 4)
  • Securites window now show more information for each security: current price, last update, and price in relative currency if applicable
  • When downloading transactions, we now ensure the requested start date is the first second of the day
  • Ensure that the last-download-date for transaction downloads is never in the future
  • Improvements and bug fixes to Investment Transactions report
  • Improvements to Transaction Filter report, including a new category filter field
  • Added copy/save Moneydance+ debugging info to console window
  • Fix register sorting by category when clicking on column header
  • Improved Moneydance+ relinking notifications and process to be less annoying
  • Added certificate authorities for some OFX services
  • Constrain dates to prevent graphs from not updating if there are invalid dates in price histories
  • Improvements to native mac interface
  • Show extension list download errors in the extensions window instead of a more annoying separate window
  • Included more debugging information when logging sync errors
  • Improve performance with large numbers of transaction reminders are present
  • Improve performance with Foresight graph recalculation
  • Use monospaced/code font in console window

New in Moneydance 2022.3 (4063) Preview (Dec 5, 2021)

  • Fix high contrast theme in which secondary text had the same color as the default
  • Inactive accounts are now (again) better distinguished in accounts lists and popup selectors
  • Fix sorting issue from previous preview build
  • Fix bug preventing clicking on the create-category action when a non-existent category has been typed during transaction entry
  • Improved logging when invalid data is encountered when loading or syncing
  • Case-insensitive sorting for account and category names
  • When restoring from a backup/archive file, the new data file is set as a primary sync node
  • Add transaction metadata to memo field when downloading from Moneydance+
  • Fix field focus issue when shift-tabbing backwards from the description field during transaction entry
  • Improve popup behaviour for transaction entry fields, including appearance and keyboardability
  • Fixed "other side" issues with transaction filter report filtering and display
  • Double-clicking a transaction in the Advanced Find window now shows the transaction in the account in which it was entered

New in Moneydance 2022.3 (4062) Preview (Nov 25, 2021)

  • Fix crash in certain iCloud syncing situations
  • Fix bug in which inactive accounts do not appear dimmed in the Accounts or Categories windows
  • Improved handling of rare encryption errors in older parts of some data files
  • Fixed handling of downloaded correction transactions that could result in multiple duplicates

New in Moneydance 2022.3 (4061) Preview (Nov 15, 2021)

  • Don't immediately merge correction transactions if the auto-merge-downloaded transactions option is not enabled
  • Increased debug logging of Moneydance+ downloaded transactions when the console window is open
  • Fix bug that prevented overwriting the selected file when saving console window contents
  • Fix investment transactions report bug which showed incorrect column headers
  • Fix debit/credit amount reversal in the Transaction Filter report
  • Fix alignment issue in Memorized Graphs and Reports summary screen title
  • Improved handling of rare encryption errors in older parts of some data files
  • Fixed a bug in iCloud Drive syncing which could cause a crash in cases where the iCloud Drive files were stored on a different drive or volume from the main system
  • Fixed a memory leak when syncing using iCloud Drive
  • Fixed a bug when importing some CSV files which contain multi-level category names, such as "Entertainment:Coding"
  • Added loan account type to the income/expenses graph config panel

New in Moneydance 2022.2 (4060) (Oct 31, 2021)

  • Fix bug from previous release which prevented direct OFX connection setup from sticking
  • Fix category grouping and other bugs in the Transaction Filter report
  • Restored visible popup button on type-able, non-register account selectors
  • Added iCloud file write logging
  • Moneydance no longer allows deletion of security accounts that are referenced by transactions or reminders, even with super-confirmation
  • Increased spacing on foresight reminders homepage item
  • Print MD+ connection/institution settings when the console window is shown (nothing secret)
  • Fixed bug that prevented the QIF import settings window to appear in some circumstances

New in Moneydance 2022.2 (4060) Preview (Oct 29, 2021)

  • Fix bug from previous release which prevented direct OFX connection setup from sticking
  • Fix category grouping and other bugs in the Transaction Filter report
  • Restored visible popup button on type-able, non-register account selectors
  • Added iCloud file write logging
  • Moneydance no longer allows deletion of security accounts that are referenced by transactions or reminders, even with super-confirmation
  • Increased spacing on foresight reminders homepage item
  • Print MD+ connection/institution settings when the console window is shown (nothing secret)
  • Fixed bug that prevented the QIF import settings window to appear in some circumstances

New in Moneydance 2022.1 (4059) Preview (Oct 27, 2021)

  • Update Windows and Linux installers to include java 17
  • Replaced the "Darcula" look and feel with Flat Dark, which is better in every way
  • Scroll to most recent messages when opening the console window
  • Fix all-white selected rows in the Match Online Accounts window
  • Fix bug preventing setup of some OFX accounts

New in Moneydance 2022.1 (4058) (Oct 24, 2021)

  • Improvements to embedded browser when logging into banks to download transactions directly
  • Updated java to v17

New in Moneydance 2022 (4057) Preview (Oct 22, 2021)

  • Fixed crash when using iCloud Drive for syncing on a file that was once used for the first-generation dropbox syncing
  • Fixed password prompt window when re-displayed after an incorrect password has been entered in some situations
  • Reduced unnecessary log messages
  • Fixed bug that could omit some Moneydance+ downloaded transactions because the last-downloaded-transaction-date could include pending transactions
  • Fixed bug in category popup that prevented navigation using up/down arrows

New in Moneydance 2022 (4056) Preview (Oct 15, 2021)

  • In Moneydance+ signup field, allow email addresses with as few as one character
  • Hide inactive accounts in the Moneydance+ accounts configuration as well as Online->Match Online Accounts window
  • Hopefully fixed white-on-white UI issue on Moneydance+ and Match Online Accounts tables on windows and linux
  • Possible fix for iCloud syncing crash
  • Fixed reversed transaction/initiated date and authorised/posted date in Moneydance+ downloaded transactions

New in Moneydance 2022 (4055) Preview (Oct 12, 2021)

  • Really fix issue in which the status/expiration label on a Moneydance+ connection was not cleared after re-linking.

New in Moneydance 2022 (4054) Preview (Oct 12, 2021)

  • Fix issue in which the status/expiration label on a Moneydance+ connection was not cleared after re-linking

New in Moneydance 2022 (4053) Preview (Oct 11, 2021)

  • Special handling of product-not-ready (aka "a new connection is still being downloaded") response codes.
  • Renamed the Reset Sync button to Reset Sync Date in the OFX connection information window.

New in Moneydance 2022 (4052) Preview (Oct 11, 2021)

  • Fix reversal of current balances for credit accounts downloaded using Moneydance+
  • Avoid logging data file contents when debug flag is enabled
  • Upon first download for an account (or after sync date reset), present more regular options for starting date

New in Moneydance 2022 (4051) Preview (Oct 10, 2021)

  • For connections with no authentication expiration date, the Moneydance+ window now shows them as Connected instead of "Status: Unknown"When displaying the Moneydance+ Setup window, you're taken directly to the Accounts view if your data file has been activated for MD+
  • Fix bug in which the Next button was disabled when setting up Moneydance+ online banking through the Setup Online Banking wizard
  • If a Moneydance+-enabled account is open and you select the Online->Match Online Accounts menu, you'll now see the Moneydance+-specific account matching panel
  • Fixed bug in previous preview which would prevent registration of new data files with Moneydance+

New in Moneydance 2022 (4049) Preview (Oct 10, 2021)

  • Fixed bug in previous preview build which would show a loading state in the Moneydance+ setup window forever
  • Prefer authorization date for transactions downloaded Moneydance+, if available
  • Added Reset Sync Date option to account menu in the Moneydance+ account setup window
  • Show the date of last sync in account menu in the Moneydance+ account setup window
  • Allow merging of duplicate transactions if an account has downloaded transactions after disconnecting and reconnecting accounts using Moneydance+

New in Moneydance 2022 (4048) Preview (Oct 10, 2021)

  • Fixed refreshing of connection links
  • Moneydance+ accounts view now updates after removing a connection
  • Moneydance+ accounts view shows progress spinner for background operations
  • Added Refresh Accounts and Connect More Accounts buttons to Moneydance+ accounts view
  • Accounts of non-base currency in Moneydance+ accounts view now show the currency of the online account
  • If a Moneydance+ transaction had a merchant attribute, use that for the transaction description and the previous description goes into the memo field
  • Prevent super-frequent forced-refresh of MD+ connection status messages to server
  • Upon disabling an OFX connection, remove the mapping of its account number to the local account

New in Moneydance 2022 (4047) Preview (Oct 9, 2021)

  • Fixed a bunch of Moneydance+ issues from the previous preview build
  • Escape key now cancels online banking connection error windows

New in Moneydance 2022 (4046) Preview (Oct 9, 2021)

  • tweaked error handling for online banking functions, including marking access tokens as expired and showing new MD+ accounts window if a token has expired
  • MD+ Online banking setup wizard works better and now has a final panel with account setup
  • Don't show MD+ accounts in Online->Match Online Accounts window (it's got it's own window now)
  • No longer show MD+ as option when setting up connections to online banking for investment accounts, at least not until MD+ supports investment accounts
  • If Moneydance is unable to open a browser, it shows a message and also copies the URL to open to the clipboard
  • MD+ window is now non-modal but still single-instance, and shows if Online->Setup Online Banking is called on an MD+ account
  • Improved efficiency and logging in MD+ background tasks
  • Improved MD+ settings window with tab pane for configuring bank and account connections. Allows for refreshing or removing account links and indicates link authentication status
  • Fix bug that prevented previous version license keys from being accepted as valid
  • Ensure the starting date of MD+ downloads is not in the future
  • We now ignore "pending" transactions downloaded from MD+
  • Fully disconnect an OFX connection from the local account using the online info/setup window
  • When installing on windows and linux, remove previous installation to avoid library version conflicts

New in Moneydance 2022 (4045) Preview (Oct 1, 2021)

  • Fixed a bug from earlier previews which prevented direct OFX connections from being initiated
  • Fixed a bug in which expired confirmation emails cannot be re-sent
  • Reduced progress bar activity in Moneydance+ setup panel

New in Moneydance 2021.2 (4044) Preview (Sep 29, 2021)

  • Embiggen the email text field in the Moneydance+ signup window
  • When importing OFX files and selecting a local account, the remember-this-choice checkbox will save the account number in the online account map. Also, when importing and an OFX account number is found in the account map, automatically use it without further confirmation.
  • Fixed bug in which Moneydance got stuck in the signup process if the initial email confirmation expired

New in Moneydance 2021.2 (4043) Preview (Sep 29, 2021)

  • Fix resizing of transaction reminder columns
  • A bit more logging of unexplained authentication failures
  • A bit more explanation of the current and next step during Moneydance+ setup

New in Moneydance 2021.2 (4042) Preview (Sep 28, 2021)

  • Fix bugs and ridiculous delays when setting up and confirming Moneydance+ links
  • Fix bug that prevented the update notification window from appearing

New in Moneydance 2021.2 (4040) Preview (Sep 28, 2021)

  • Download transactions from tens of thousands of banks using Moneydance+ (powered by Plaid; currently US and Canada. EU and UK coming soon)
  • Sync your Apple devices using iCloud Drive!
  • Integrated Foresight (formerly Money Foresight) budgeting based on scheduled transactions!
  • Many more improvements which I will enumerate in more detail in the stable release notes

New in Moneydance 2021.2 (3095) Preview (Aug 17, 2021)

  • Fixed another budget bars issue in which roll-up calculations on categories spanning multiple currencies was incorrect

New in Moneydance 2021.2 (3094) Preview (Aug 15, 2021)

  • When choosing a file to import, open the file picker at the folder from the last import
  • Updates to Foresight homepage graphs to use the current color scheme
  • Fix memory leak in iCloud Drive syncing
  • Fixed budget bars calculation bug with non-base-currency categories

New in Moneydance 2021.2 (3093) Preview (Aug 15, 2021)

  • Fixed relative base recalculations for daily high/low prices

New in Moneydance 2021.2 (3092) Preview (Aug 10, 2021)

  • Fully fixed calculation bug from previous preview when historical prices are incorrect after a change of relative base currency
  • Fixed bug in which the relative currency popup wasn't correct in the currency history window if the relative base of a currency was not the actual base
  • Restored sorting to relative base currency popup

New in Moneydance 2021.2 (3091) Preview (Aug 9, 2021)

  • Integrated the Money Foresight extension into a built-in feature (thanks to Kevin Stembridge!)
  • Fixed a calculation bug which caused historical prices to be off when changing the relative currency for a security
  • In currency history window, don't show the "relative base" option unless it is applicable
  • Fixed bug from previous preview that prevented loading a synced file via Dropbox Connection

New in Moneydance 2021.2 (3090) Preview (Aug 5, 2021)

  • Fixed bug from last preview build that prevented preferences window from displaying

New in Moneydance 2021.1 (3069) (Aug 5, 2021)

  • Fix date range chooser popup weirdness under vaqua, due to reusing the default border
  • Fixed bug from previous preview when grouping Transaction Filter report by category or account
  • Fix issue with editing account-specific check number settings in the account info window
  • Fix issue with saving the relative base currency for securities

New in Moneydance 2021.2 (3088) Preview (Aug 5, 2021)

  • iCloud syncing! (Mac only)
  • Fixed bug in which a currency's price can be set to zero in specific situations after updating from pre-2019 data files
  • If a category is supplied in a downloaded QIF file, don't ignore it
  • If multiple transactions are selected in a register, show their value in the bottom bar
  • When importing historical security prices from QIF or CSV, update the price of the currency only if it is more recent than the last change
  • Can now specify a data file's password using an environment variable (md_passphrase, or md_passphrase_<lowercasefilename>)

New in Moneydance 2021.1 (3069) Preview (May 20, 2021)

  • Fix date range chooser popup weirdness under vaqua, due to reusing the default border
  • Fixed bug from previous preview when grouping Transaction Filter report by category or account
  • Fix issue with editing account-specific check number settings in the account info window
  • Fix issue with saving the relative base currency for securities

New in Moneydance 2021.1 (3068) Preview (May 18, 2021)

  • Fixed Transaction Filter and Investment Transactions report grouping when there are time periods with no transactions
  • Reinstated printing font size preference setting
  • Fixed parent account name display in parent setting for credit card, liability, and loan account information

New in Moneydance 2021.1 (3067) Preview (May 9, 2021)

  • Polishing and fixing transaction entry field issues
  • Fix sorting and grouping issue in Investment Transactions and Transaction Filter reports

New in Moneydance 2021.1 (3066) Preview (Apr 26, 2021)

  • Many interface and color scheme polishing and fixes
  • Obey text file encoding parameter header in OFX 2 XML headers
  • Summary page stock prices panel now shows full price rather than currency value
  • Fix warning banner colors when an unverified extension is loaded
  • Now using encoding attribute from XML header in OFX2 files

New in Moneydance 2021.1 (3065) Preview (Apr 11, 2021)

  • Fix conflict with the macOS 11 open-documents-in-tabs setting
  • Don't add an escrow split to auto-commited loan transactions if the escrow amount is zero
  • Fix bug in which the the sync base folder wasn't being created when setting up syncing on a new Dropbox Folder
  • Fixed horizontal alignment of printed report titles
  • Fixed font selection in printed reports

New in Moneydance 2021.1 (3064) Preview (Apr 5, 2021)

  • Fix bug from last preview in which the extension manager window was cleared after switching files
  • Fix alignment of budgeted amount editor in budget interval view

New in Moneydance 2021.1 (3063) Preview (Apr 5, 2021)

  • Fix bug from last preview in which the extension manager window was cleared after switching files
  • Fix to alignment of reconciler register header popup button on macs with preview builds

New in Moneydance 2021.1 (3062) Preview (Apr 4, 2021)

  • Fix bug from last preview in which the console window was cleared when switching files
  • More tweaks to register tags and rate fields

New in Moneydance 2021.1 (3061) Preview (Apr 3, 2021)

  • Prevent memory leaks possibly resulting in windows being over-retained on mac

New in Moneydance 2021.1 (3056) Preview (Mar 22, 2021)

  • Change how python extension are loaded

New in Moneydance 2021.1 (3055) Preview (Mar 22, 2021)

  • Improve and add more entry points for python extensions
  • Fix broken header alignment from previous preview build
  • Fix bug when sorting by the check number column
  • Miscellaneous internal graphics/UI improvements
  • Fix date picker popover bug and improve date picker UI
  • Improve account/category selector when editing a transaction assigned to an inactive category or account

New in Moneydance 2021.1 (3051) Preview (Mar 17, 2021)

  • Fix preview font loading issue which would not use the best choice of font if the default font was selected
  • Update popup date picker to respond to color scheme changes and pick a date on mouse-up rather than mouse-down
  • Updated certain native libraries to enable code signing on the mac, avoiding scary warnings for Python-based extensions
  • Set moneydance_extension_loader variable in Python extensions that refers to the extension's class loader
  • Obey minbuild and maxbuild extension parameters at runtime (not just install time)
  • Reinstate new Mac native UI layer

New in Moneydance 2021.1 (3039) Preview (Feb 23, 2021)

  • Revert an API change that was being used by some extensions (including Find-and-Replace), preventing Moneydance from starting

New in Moneydance 2021.1 (3037) Preview (Feb 23, 2021)

  • Native macOS interface including automatic dark/light mode support
  • Ensure that all currency snapshot information is included in JSON exports
  • New file encoding options in QIF import settings window
  • Ensure that the destination account is remembered when importing QIF files info new accounts
  • Fixed bug that often caused currency inconsistencies when the base currency was changed
  • Properly handle http proxy success responses
  • Tweaks to OFX support to allow connections using minimal http headers
  • Remove unnecessary modifier key from date range picker shortcuts
  • Securities displayed under investment accounts on summary page now show the configured security suffix rather than "Shares"
  • Fixed window title when showing details of summary account
  • Sidebar tweaks, including fixing header row indentation

New in Moneydance 2021.1 (3032) Preview (Dec 23, 2020)

  • New preferences tab with appearance settings, including the ability to customise fonts
  • Improvements to python extension support
  • Theme and font changes in preferences are now applied without a restart

New in Moneydance 2021.1 (3030) Preview (Dec 16, 2020)

  • Correctly set context variables when invoking python extension actions
  • More font changes

New in Moneydance 2021.1 (2012) Preview (Dec 8, 2020)

  • More monospaced font tweaking
  • Fixed bug in python extension loader

New in Moneydance 2021 (2012) Preview (Dec 8, 2020)

  • More monospaced font tweaking
  • Fixed bug in python extension loader

New in Moneydance 2021 (2011) Preview (Dec 8, 2020)

  • More monospaced font tweaking

New in Moneydance 2021 (2010) Preview (Dec 4, 2020)

  • Skip shared folder metadata files with dot prefixes when scanning for sync updates
  • Reduce freezes when windows open in tabs in big sur
  • Resolve some summary screen drawing errors after importing or syncing
  • The account properties editor now shows correct name for the summary/root account
  • Tweaking monospaced font settings
  • Enable (end-to-end encrypted) tunneling for OFX exchanges with certain banks (like Schwab)

New in Moneydance 2021 (2008) Preview (Oct 28, 2020)

  • Handle bad dates properly when reading OFX (with default values upon formatting/parsing errors)
  • Update layout of license key entry window to avoid squishing
  • Fix bug when importing or un-archiving a file when the main moneydance window is not yet open
  • Fix crashes on macs when using multiple monitors
  • Fixed bug in OnlineService updates when the connection parameters contain lists or maps

New in Moneydance 2021 (2005) Preview (Oct 20, 2020)

  • Fixed insets on summary page shortcuts panel
  • Default to the currently selected account when importing
  • Tweak to Windows font to hopefully handle non-western characters better
  • No longer register the .md file extension on the mac

New in Moneydance 2021 (2004) Preview (Oct 20, 2020)

  • Re-added border lines between days in calendar views
  • Fixed HTTP cookie formatting bug which may have broken some online banking sites
  • Various color tweaks

New in Moneydance 2021 (2002) Preview (Oct 17, 2020)

  • Dark mode (hopefully!) enabled for window title bars on the mac
  • Fix embedded http connections when a "DIRECT" proxy (ie no proxy) is specified by the client, such as oh maybe the Dropbox API
  • Updated license checking, including offering a direct Upgrade or Buy button from the summary page notice
  • Minor cleanup in sidebar drawing
  • Avoid crash in sync settings window if no sync configurer is available
  • Fixed OFX and QIF file auto-import from embedded browser for some sites
  • UI tweaks to summary page

New in Moneydance 2021 (2001) Preview (Oct 15, 2020)

  • this build fixes a problem with the embedded browser and communication with banks
  • changes default font on windows

New in Moneydance 2020.2 (1929) (Sep 25, 2020)

  • Hide inactive accounts from the batch-change-accounts window
  • Updated windows installer certificate

New in Moneydance 2020.1 (1929) (Sep 25, 2020)

  • Hide inactive accounts from the batch-change-accounts window
  • Updated windows installer certificate

New in Moneydance 2020.1 (1925) Preview (Aug 26, 2020)

  • Add check number list options to account settings window
  • Improve UI for account-specific or global check number list options
  • Add check number list options to all check number popup fields (including other-side transactions, investment transactions, liability account transactions)
  • Tweaks to dashboard budget graph

New in Moneydance 2020.1 (1924) Preview (Aug 21, 2020)

  • API fix to restore Ratios extension hook in to report generation

New in Moneydance 2020.1 (1923) Preview (Aug 18, 2020)

  • Disabled debugging console messages for security cost calculations

New in Moneydance 2020 (1922) Preview (Aug 16, 2020)

  • Updated report viewer with improved auto-sized column and report widths

New in Moneydance 2020 (1921) Preview (Aug 15, 2020)

  • Fix issue with restoring FY start date upon relaunch
  • Fix date range shortcut hotkey issue for non-hotkey entries
  • Fix last-fiscal-quarter present date range
  • Fix default destination account selection for QIF files with "liability" accounts
  • When importing QIF files from the file chooser, double-clicking a file, or using drag-and-drop, use the currently selected account as the default import destination if the account type is even remotely compatible with the file

New in Moneydance 2020 (1920) Preview (Aug 14, 2020)

  • Fixed missing text for certain date ranges and date interval groupings
  • Restored drill-down into categories from reports
  • Graph/report date range options now include last-fiscal-quarter
  • Numerous under-the-covers http/s improvements
  • Security Price History report improvements
  • Additional (stronger) ciphersuites added to TLS connections
  • Increased pushback stream buffer size in OFX message parsing
  • Fixed bug in group-by-fiscal-quarter report setting

New in Moneydance 2020 (1919) (Aug 10, 2020)

  • Fixed drag-and-drop bug which didn't import a file when it was dropped on a blank section of a register
  • Improved default account selection in the import-QIF-file settings window

New in Moneydance 2020 (1918) Preview (Aug 8, 2020)

  • Fixed keyboard navigation in secondary register from previous preview build
  • Removed redundant batch-change-date action
  • Updated check number list editing window text

New in Moneydance 2020 (1917) Preview (Aug 2, 2020)

  • Fixed bug with previous build which prevented the MoneyBot console from appearing
  • Streamlined save-report-results-to-file process
  • Set column headers to "sticky" when saving a report to an html file
  • tweak alignment of account/category selection field in register
  • check number column in register no longer uses monospaced font

New in Moneydance 2019.4 (1914) Preview (Jun 23, 2020)

  • Remove extraneous historical prices from the base currency upon loading.

New in Moneydance 2019.4 (1913) Preview (Jun 21, 2020)

  • Gracefully handle inaccessible internal documents folder
  • More fully reset sync parameters (including the old alternate/secondary sync folder path) when loading a file from an archive/backup
  • Fix bug when importing Quicken Essentials for Mac files that contained blank category names
  • Fix bug in which VAT/GST was applied to reminder transactions even when the checkbox was unselected
  • No longer create sync parent folders unless syncing has actually been enabled for a folder
  • Improved window layout and highlight colors for selected files in the Welcome Window
  • Added support for grouping some reports by fiscal year or fiscal quarter
  • Added Windows x86 (32 bit) installer
  • The default font on macOS is now SF Pro Display, if available
  • Fixed bug in which undo actions in the python/moneybot window didn't apply to text edits
  • Workaround Magic Mouse bug which made selecting accounts from popups or displaying the calendar picker from date fields very difficult

New in Moneydance 2019.4 (1903) Preview (Feb 12, 2020)

  • Changed report copy-to-clipboard contents back to tab-delimited
  • Small tweaks to report formatting
  • Updated mac app to use different icons for data files

New in Moneydance 2019.4 (1902) Preview (Feb 11, 2020)

  • Misc code cleanup
  • Fixed recording of loan account reminders to avoid possible extra zero-amount split when there is no escrow amount
  • Fixed printing of account and category lists
  • Download extension info in a separate thread than the main background thread to avoid delay when a long download is in progress
  • Added intermediate thawte CA certificate for internally-managed connections to Voya
  • Make check number popups show list of previously used non-numeric checknum field entries instead of a static list

New in Moneydance 2019.4 (1900) Preview (Feb 5, 2020)

  • Change logging for innocuous OFX tag handling to sound less scary
  • Date changes on mobile transactions will change both normal and tax dates
  • No more drilling down into category registers - it just ends in tears. We'll come up with a better interface.

New in Moneydance 2019.4 (1899) Preview (Jan 1, 2020)

  • added warning panel when an unsigned/unverified extension is loaded

New in Moneydance 2019.3 (1880) (Jan 1, 2020)

  • importing CSV and other delimited files now doesn't automatically merge transactions that seem like duplicates, but provides an option defaulting to the value of the auto-merge setting in preferences

New in Moneydance 2019.4 (1896) Preview (Dec 6, 2019)

  • Fixed bug in color theme file encoding
  • Improved appearance of color theme editor, including showing more descriptive labels for each color entry
  • Tweaks to file selection in open/import windows

New in Moneydance 2019.4 (1894) Preview (Nov 19, 2019)

  • Fix bug from last build with calculations of the running balances in the register

New in Moneydance 2019.4 (1893) Preview (Nov 15, 2019)

  • Improvements to transaction sorting

New in Moneydance 2019.4 (1891) Preview (Oct 22, 2019)

  • Updated packaging and JVM bundles
  • Many updates to http/https handling, including tweaks to make M and T Bank connections work for everyone
  • Updated font size in new report viewer to match font size from preferences

New in Moneydance 2019.4 (1887) Preview (Jul 31, 2019)

  • Remove expired CA certificates
  • Tweaks to custom https/TLS used for OFX connections
  • Switch most cost and gain reports and graphs for Average Cost securities to use the new calculation method

New in Moneydance 2019.4 (1886) Preview (Jul 24, 2019)

  • Updated JVM version on windows and linux builds

New in Moneydance 2019.4 (1885) Preview (Jul 23, 2019)

  • Now uses new method for calculating cost and gain for average cost securities, taking stock splits into account.

New in Moneydance 2019.3 (1881) Preview (Jun 24, 2019)

  • handle quoted fields in tab/comma/etc delimited text file imports
  • prevent invalid 'orphan' transactions from re-surfacing non-existent accounts referenced by them (those 'Restored ...' accounts)

New in Moneydance 2019.3 (1880) Preview (Jun 17, 2019)

  • Importing CSV and other delimited files now doesn't automatically merge transactions that seem like duplicates, but provides an option defaulting to the value of the auto-merge setting in preferences

New in Moneydance 2019.3 (1879) Preview (Jun 14, 2019)

  • Improved visibility of the selected date period in the budget manager when using the solarized dark theme

New in Moneydance 2019.3 (1876) Preview (Jun 11, 2019)

  • Added option to show either the welcome window or the most recently opened file on startup
  • Fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files
  • Fixed bug in the welcome to moneydance window which would sometimes cause the window to be unresponsive, at least on macs
  • Changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode

New in Moneydance 2019.3 (1875) Preview (Jun 6, 2019)

  • Override downloaded credit card transactions with a transaction type of 'payment' and negative amount to have a positive amount

New in Moneydance 2019.3 (1870) Preview (Apr 23, 2019)

  • Allow for slightly different dates when eliminating duplicate transfers in QIF imports
  • Tidy up buy/sell markers in security detail graph
  • No longer show security accounts in the QIF import settings as they just add clutter with no functional benefit

New in Moneydance 2019.3 (1869) Preview (Apr 23, 2019)

  • no longer add caret to beginning of stock ticker symbols imported from QIF files
  • QIF importer now uses 50 (instead of 70) as the year cutoff to determine whether the century part of the year is 19 or 20

New in Moneydance 2019.2 (1868) (Apr 23, 2019)

  • Build system changes
  • bundle new openjfx for mac app store requirement

New in Moneydance 2019.2 (1868) Preview (Apr 17, 2019)

  • Build system changes
  • Bundle new openjfx for mac app store requirement

New in Moneydance 2019.2 (1867) Preview (Apr 16, 2019)

  • updated open/save backup file selection to default to the last folder opened or closed instead of always loading the backup folder from the preferences
  • added necessary entitlements for mac notarisation (to direct download version)
  • added necessary entitlements for mac notarisation
  • added hardened runtime and notarisation to mac builds

New in Moneydance 2019.2 (1866) Preview (Apr 16, 2019)

  • QIF import fix: Correct sign of transfer amounts in BuyXfr transactions
  • QIF import fix: Handle some additional starting balance transactions
  • Added border to pie graphs
  • Summary page border and font tweaks
  • Minor register font tweaks
  • Fix buy/sell markers on securities graph to properly account for stock splits
  • Deleting an account in the account or category list window now automatically selects the next account or category
  • Allow selection of investment accounts in QIF import dialog
  • Attempt to improve scrolling in QIF import window currency/account-type selector

New in Moneydance 2019.2 (1865) Preview (Apr 8, 2019)

  • Prevent some 'X' accounts from being created when reading opening balance entries from QIF files
  • Tweak budget status colors in dark mode
  • Fix ctrl-clicking in various parts of moneydance (including in transaction register)

New in Moneydance 2019.2 (1863) Preview (Apr 5, 2019)

  • Moved the bulk of file import processing into a background thread and added activity indication/progress bar
  • Fixed bug in import processor from build 1862 which aborted OFX/QFX imports
  • Restored previous font defaults for register and monospaced text
  • Added Security Performance Graph (thanks James Larus!)

New in Moneydance 2019.0 (1855) (Apr 5, 2019)

  • Fix graphs+reports window sizing craziness when a graph or report existed that applied to a large number of specific accounts
  • Tweak to price history additions from QIF imports

New in Moneydance 2019.2 (1862) Preview (Apr 4, 2019)

  • Update to Brazilian/Portuguese text
  • Add a txnCount property on accounts to make it easy to tell if the account is empty (has no transactions)
  • Add a post-load check for relative currency cycles which will break the cycle at the deepest point possible
  • OFX connections now default to using system certificates, with the ability to opt-in to OFX-specific certificates for individual connections
  • Added method for extensions to display any data object, including transactions, accounts, budgets, reports, graphs, reminders, and currencies
  • Fixed bug when opening archived files from certain old versions of Moneydance which wouldn't change the identity of the file, causing it to sync with the original copy of the file upon opening
  • The date column in all registers now uses the default font rather than a monospaced font
  • Bug fixes and improvements to file importing, including the ability to override the currency and type of accounts being imported
  • Changed the default fonts being used, mostly on windows to ensure that fonts fall back to a localised font in cases when certain text can't be displayed in the primary font
  • Reduced the minimum size for the reconciliation window
  • Enabled anti-aliasing in the net worth toolbar/dashboard graph
  • Tweak day number fonts in the calendar
  • Extra logging in the windows file opener

New in Moneydance 2019.2 (1860) Preview (Mar 5, 2019)

  • Added word-wrapping to more multi-line text boxes (account properties windows, mostly)
  • Updated extensions manager window to show three tabs: available, installed, and updatable extensions
  • QIF import fix to importing downloaded (or MS Money) files, extraneous created accounts, and making it easier to import into a new account
  • Updated bundled java to 11.0.2, hopefully fixing a printing problem on windows

New in Moneydance 2019.2 (1859) Preview (Feb 28, 2019)

  • More OFX https server certificate validation fixes
  • Bug fixes in QIF importer relating to the import of single-account QIF files

New in Moneydance 2019.2 (1858) Preview (Feb 25, 2019)

  • Internal update to jenkins build file

New in Moneydance 2019.1 (1857) Preview (Feb 19, 2019)

  • Fixed bug in currency/security history table when manually entering a daily 'high' price
  • Fixed auto-refresh of signed OFX connection information

New in Moneydance 2019.1 (1856) Preview (Feb 12, 2019)

  • Fix dev kit signing action with certain types of private keys, and bumped dev kit to v5.1
  • Fixed budget progress bars when displayed on non-white backgrounds
  • Budget header/summary values now exclude non-visible accounts and categories
  • All budget progress bars now use colors from the current theme
  • Volume axis labels in the security detail view now use colors from the current theme
  • Added option for connections to use File UIDs for all requests, not just bill payment (hopefully helpful for Central Bank of St. Louis)
  • Minor performance tweak to BudgetPeriod and simplification to BudgetItemList

New in Moneydance 2019.1 (1855) Preview (Jan 30, 2019)

  • Fix graphs+reports window sizing craziness when a graph or report existed that applied to a large number of specific accounts
  • Tweak to price history additions from QIF imports

New in Moneydance 2019.1 (1854) Preview (Jan 29, 2019)

  • Fixed bug from a few builds back which broke import of downloaded QIF files

New in Moneydance 2019.1 (1853) Preview (Jan 28, 2019)

  • fixed bug in QIF importer when updating security price history based on imported transactions

New in Moneydance 2019.1 (1851) Preview (Jan 28, 2019)

  • Update mac app bundle to set a memory limit as a percentage of physical RAM rather than a fixed amount
  • Add mac zip file download to a dmg image
  • Improve performance and accuracy of historic currency/security price lookup and calculations (also resolving a potential stack overflow error)
  • Updated python interpreter initialization
  • In exchange rates view on summary screen, show the price for the relative currency as well as the base currency price, if different
  • Fix bug that caused quick-searching in registers to ignore the current filter settings
  • Restore relative currency setting for currencies (helpful for crypto currencies)
  • If we can't open a url in a browser, show it in a prompt rather than try use the awful swing html text area
  • Updates to color models to allow for more descriptive labels in the color scheme customization window
  • Tweaks to relative rate/price tests

New in Moneydance 2019.1 (1850) Preview (Jan 17, 2019)

  • Fixed QIF import to allow selection of destination accounts for MS Money-generated files and could therefore cause imported transactions to be hidden
  • Improve performance of getting the current rate for a specific date if the currency is the base currency, and also prevent the possibility of a stack overflow from an infinite rate-getting recursion in certain circumstances

New in Moneydance 2019.0 (1847) Preview (Jan 14, 2019)

  • Fixed license key validation

New in Moneydance 2019.0 (1844) Preview (Jan 11, 2019)

  • adjusted window sizing behaviour to prevent hang introduced in build 1843

New in Moneydance 2019.0 (1843) Preview (Jan 11, 2019)

  • Theme changes are now applied upon restart
  • Non-customisable themes are now not customisable
  • Fixed issue causing the minimum size for some windows to be larger than necessary

New in Moneydance 2019.0 (1842) Preview (Jan 10, 2019)

  • Fix bug in which synced data set names sometimes appears as long gibberish-like text

New in Moneydance 2019.0 (1838) Preview (Jan 8, 2019)

  • Ensure reconciler window appears in front of the main window
  • Size and display improvements to miscellaneous dialog windows
  • Fix bug from the previous preview build that caused updates to currency and security rates to go screwy

New in Moneydance 2019.0 (1837) Preview (Jan 5, 2019)

  • Restore previous average cost calculation code until the new code is adjusted to account for stock splits
  • Updated windows 10 launcher and pre-windows 10 installer+launcher

New in Moneydance 2019.0 (1835) Preview (Jan 3, 2019)

  • Linux launcher fixes
  • Launcher changes to fix embedded browser operation on windows 7

New in Moneydance 2017.10 (1706) / 2019.0 (1832) Preview (Dec 31, 2018)

  • File chooser displayed from with the File -> Restore from Backup menu now defaults to the backup folder

New in Moneydance 2019.0 (1828) Preview (Dec 31, 2018)

  • Minor transaction reminder calendar tooltip update
  • Build script update for tar.gz file

New in Moneydance 2019.0 (1824) Preview (Dec 21, 2018)

  • Help->Show Backups Folder menu now reveals the custom selected backup folder, if any
  • Fixed bug that prevent launching on systems without desktop integration (some linuxes)
  • Fixed bug in which clicks on the transaction calendar were ignored
  • Delay auto-committing of reminders until after the first sync pass is complete
  • Added preference setting for whether auto-committing reminders should be processed for the current file on the current computer
  • Fixed API bug in which changing a historical price for a non-base-currency security would set the price in terms of the base currency, not the non-base currency.

New in Moneydance 2017.10 (1706) Preview (Nov 5, 2018)

  • Exclude fee from zero-share sell transactions in average cost calculations (it's already excluded from non-zero-share sells)

New in Moneydance 2017.10 (1705) Preview (Nov 2, 2018)

  • build 1705
  • No longer force downloaded credit card transactions labeled 'payment' to be a positive number (from earlier preview version)
  • Updated windows store launcher and binary build process to include both 32 and 64 bits
  • Improved QIF export to include liability and asset account types
  • Improved QIF export to more clearly specify the starting balance of accounts
  • Improved QIF export to encode forward slashes in account or category names
  • Net worth total shown on summary page now excludes accounts that are marked as not to be included in net worth calculations
  • Fix bug that would cause new historical exchange rates or security prices from being fully saved if not edited from the default value

New in Moneydance 2017.10 (1704) Preview (Oct 24, 2018)

  • Fixes to average cost basis and capital gains report calculations (thanks Stuart Beesley!)
  • Fixes to investment performance report in situation in which the same security in two different accounts was incorrectly grouped (thanks Mike Bray!)

New in Moneydance 2017.10 (1703) Preview (Oct 22, 2018)

  • Workaround for Ally Bank OFX/QFX files which omitted all newlines after the header section

New in Moneydance 2017.10 (1702) Preview (Sep 26, 2018)

  • Workaround some instances of OFX file insanity in which the transaction amounts are negated

New in Moneydance 2017.8 (1691) / 2017.10 (1701) Preview (Sep 13, 2018)

  • Update to OFX response header parsing to handle OFX2 headers plus the XML header tag

New in Moneydance 2017.10 (1700) Preview (Sep 11, 2018)

  • Fix bug that set default exchange rate to 1.0 for new inter-currency entries in a split transaction
  • Compensate for some Chase OFX files not having a blank line delimiter between headers and body

New in Moneydance 2017.10 (1699) Preview (Sep 10, 2018)

  • Ensure the sort order and presence of security/currency history entries are updated when an entry's date is changed
  • Fixed bug when editing a new inter-currency transaction with splits which set the default exchange rate for the transaction to 1

New in Moneydance 2017.10 (1698) Preview (Sep 7, 2018)

  • Additional fix for Wells Fargo no-newlines issue which could occur when a large WF file or response is received

New in Moneydance 2017.9 (1696) Preview (Sep 6, 2018)

  • Updated OFX response parser to handle Wells Fargo messages that omit all newlines

New in Moneydance 2017.9 (1694) Preview (Aug 22, 2018)

  • fixed bug that caused security holdings with the sane name under different investment accounts to be interspersed when sorting for some reports

New in Moneydance 2017.8 (1693) (Aug 20, 2018)

  • Fixed bug in which imported changes to historical currency rates or security prices were not saved across restarts

New in Moneydance 2017.8 (1691) Preview (Jul 24, 2018)

  • Fixed internal issue with file open/save dialogs on macOS when running in a sandbox (ie Mac App Store)
  • Set default filename when saving a graph as a png file

New in Moneydance 2017.8 (1690) Preview (Jul 22, 2018)

  • Fixed bug when running in mac app store sandbox when saving a graph as a PNG file if the filename didn't end with .png

New in Moneydance 2017.8 (1688) Preview (Jul 14, 2018)

  • buy/sell markers in security performance graph now adjusts the price for splits

New in Moneydance 2017.8 (1687) Preview (Jul 6, 2018)

  • Fixed bug in which min/max amounts in memorized Transaction Filter reports switched to the same value in both fields when re-edited
  • improve transaction markers in security detail performance graph
  • security detail transaction list now shows the cleared status from the parent transaction in the investment register
  • fix error message when invalid files are given to open at startup
  • Reliability and efficiency improvements (speed and RAM) for files with large currency and security price histories

New in Moneydance 2017.8 (1685) Preview (Jun 21, 2018)

  • Added some Spanish translation text

New in Moneydance 2017.8 (1684) Preview (Jun 19, 2018)

  • completely replace the detailed average cost capital gain calculation code
  • implement new syncingStopping() method to save any pending, but not explicitly saved, changes to model objects
  • fix to prevent implicit logging of CurrencySnapshot objects that were only used for indexing and shouldn't have been saved. This should save a decent amount of disk space for some people when combined with the new snapshot pruning check on startup

New in Moneydance 2017.8 (1683) Preview (Jun 19, 2018)

  • automatically check for and remove any orphan historical price entries when opening a file
  • reduce memory usage for files with a huge number of historical price entries

New in Moneydance 2017.8 (1682) Preview (Jun 9, 2018)

  • Add ability to include currency exchange rates in imported QIF files. In the !Prices section, put a caret (^) before the three digit currency ID and the 'price' will be interpreted as an exchange rate relative to the current file's base currency.

New in Moneydance 2017.8 (1679) Preview (Jun 1, 2018)

  • fixed bugs from previous build relating to re-editing new transactions (when auto-create is turned off) and auto-creating after entering a new transaction

New in Moneydance 2017.8 (1678) Preview (May 30, 2018)

  • Fixed bug with selection and editing of the 'other side' of transfer transactions

New in Moneydance 2017.8 (1677) Preview (May 30, 2018)

  • prevent unrecognised transaction sort settings from stopping the UI (especially in the reconciler window)
  • fix issue with multi-threaded access to data file-specific settings while they are being saved
  • fix bugs related to re-editing transactions, adding attachments, and duplicating transactions from the register when the auto-create-new-transactions option is disabled

New in Moneydance 2017.8 (1676) Preview (May 28, 2018)

  • improvements and fixes to mouse click handling, including working around over-sensitivity with Apple Magic Mouse

New in Moneydance 2017.8 (1675) Preview (May 21, 2018)

  • fixed error when reading security prices during QIF imports
  • fixed bug in which the QIF Import 'Account Info Only' option didn't suppress import of all investment transactions
  • fixed bug which resulted in an error when attempting to install an unsigned extension

New in Moneydance 2017.7.3 (1674) Preview (May 14, 2018)

  • updated some Spanish text

New in Moneydance 2017.7.3 (1673) (Apr 30, 2018)

  • Added another digicert CA (enabling Aon Hewitt connection)

New in Moneydance 2017.7.2 (1672) (Apr 20, 2018)

  • Added DigiCert intermediate certificate to enable some lazy OFX servers to omit part of their complete cert chain

New in Moneydance 2017.7.1 (1671) (Mar 29, 2018)

  • increased default max RAM usage on windows and linux launcher
  • fixed bug which could prevent opening a file if a budget item references a removed account

New in Moneydance 2017.7 (1670) Preview (Mar 23, 2018)

  • Update with workaround for Fidelity Investments returning an incomplete HTTP status response line

New in Moneydance 2017.7 (1669) Preview (Mar 19, 2018)

  • Added certificate authority needed for connection to Country Bank for Savings

New in Moneydance 2017.7 (1668) Preview (Mar 7, 2018)

  • Fix syncing bug that caused Moneydance to re-download changes since the last local save. This speeds up file loading, syncing, and prevents the data from jumping around shortly after launch.

New in Moneydance 2017.7 (1667) Preview (Mar 7, 2018)

  • Fixed budget calculation of un-budgeted transactions when a category is budgeted in some but not all time periods

New in Moneydance 2017.7 (1666) Preview (Feb 19, 2018)

  • reverted windows installer/launcher to not specify a default RAM limit (it was too high for some, too low for others)
  • improved finding and filtering of similar previous transactions when showing options for unconfirmed downloaded transactions

New in Moneydance 2017.7 (1665) Preview (Feb 6, 2018)

  • Fix various bugs when importing non-base-currency security price history from a csv file
  • Fixed a freeze introduced in build 1664 when creating a new file, adding a new security, or various other situations

New in Moneydance 2017.7 (1663) Preview (Jan 15, 2018)

  • Fixed graphical glitch when collapsing or expanding sub-accounts on the summary screen

New in Moneydance 2017.7 (1662) Preview (Jan 14, 2018)

  • API/model change to preserve more specific investment transaction types (buy, sell, div, divreinv, dirxfr, short, cover, etc instead of buysell, dividend, shortcover, etc)

New in Moneydance 2017.7 (1661) Preview (Jan 10, 2018)

  • Override default python.cachedir.skip property to allows java classes to be properly indexed (and the index stored) and accessed using wildcards from python import statements
  • Add ability for security and currency histories to be manually imported with more flexible headers (including Alphavantage csv files)

New in Moneydance 2017.6 (1656) (Dec 14, 2017)

  • Workaround for file load/save window crash on macOS 10.13 (High Sierra)
  • Fix issue that duplicated existing transactions after they were changed on a mobile device
  • Fix built-in text file import to not ignore credit_amount and debit_amount fields
  • Fixed issue with online banking/investment connections to Vanguard
  • No longer dismiss the new-file-from-sync window until the initial sync has successfully completed
  • Avoid warning/info messages when custom security subtypes are loaded or changed
  • Handle situations in which synced data can be left inconsistent if Moneydance crashed or was killed before the initial sync completed
  • Ignore some generic prefixes in the description/payee fields for the purposes of finding similar downloaded and local transactions
  • Added encrypted storage and handling of HTTP cookies for OFX connections
  • Added markers showing the date and price of buy or sell transactions on the security detail graph (thanks to James Larus!)
  • Prevent unnecessary modifications which require pushing new data sets to mobile devices and sometimes causing numerous Dropbox modification exceptions
  • Fix bug in which the ‘other amount’ field for a transaction is editable even if the transaction being edited is split
  • Fix bug that auto-set an incorrect historic rate or stock price when manually entering a dividend transaction
  • Dropbox sync uploads now no longer invoke notifications
  • Performance improvements mostly related to investing and currencies with many historical price entries
  • Added keyboard shortcuts for marking selected transactions as uncleared, reconciling, or cleared

New in Moneydance 2017.6 (1656) Preview (Dec 13, 2017)

  • improved investment account portfolio screen
  • added new quotes+rates extension to mac app store bundle

New in Moneydance 2017.6 (1652) Preview (Nov 20, 2017)

  • When finding autocompletion matches, allow matches from other accounts if no similar transactions were found in the current account

New in Moneydance 2017.6 (1650) Preview (Nov 14, 2017)

  • added Let's Encrypt intermediate certificate which is required because the Alphavantage server does not provide intermediate certifica

New in Moneydance 2017.6 (1649) Preview (Nov 12, 2017)

  • Added certificates to work with Capital One Investing among other OFX services
  • Fixed translate currencies tool window
  • Mute dropbox notifications when writing sync files unless debug flag is set (such as when console window is open)

New in Moneydance 2017.6 (1648) Preview (Nov 2, 2017)

  • Security detail transaction register now remembers column width settings
  • Clicking the blank area at the bottom of a register (such as in the reconciliation window) no longer treats it as a click on the last transaction

New in Moneydance 2017.6 (1646) Preview (Oct 23, 2017)

  • fixed bug that prevented changing the rate for an existing currency or security history entry via the API (such as the Security Price Entry extension)

New in Moneydance 2017.6 (1645) Preview (Oct 18, 2017)

  • Improvements to online transaction confirmation options (removing redundant merge option)
  • Better handle erroneous transactions when loading data to prevent sync loops

New in Moneydance 2017.6 (1644) Preview (Oct 18, 2017)

  • change to macOS packaging to try and work around missing menubar on non-English locales (again)

New in Moneydance 2017.6 (1643) Preview (Oct 18, 2017)

  • tweak mac app bundle info to workaround missing menubar on high sierra in non-English locales
  • ensure that the About Moneydance window doesn't ever show cached version information
  • work around macOS High Sierra bug that caused a crash when certain file chooser windows are invoked

New in Moneydance 2017.6 (1642) Preview (Sep 29, 2017)

  • REALLY fix bug preventing correct entry of share values for securities with 10 or more digits

New in Moneydance 2017.6 (1641) Preview (Sep 29, 2017)

  • fix bug preventing correct entry of share values for securities with 10 or more digits
  • fix version display in welcome window

New in Moneydance 2017.6 (1640) Preview (Sep 29, 2017)

  • Fix bug preventing auto-categorisation of downloaded transactions that had very short (under 4 characters) descriptions

New in Moneydance 2017.5 (1638) Preview (Sep 21, 2017)

  • Additional protection on TLS/SSL connections

New in Moneydance 2017.5 (1637) Preview (Sep 21, 2017)

  • Added keyboard shortcuts for marking selected transactions as uncleared, reconciling, or cleared

New in Moneydance 2017.5 (1636) Preview (Sep 21, 2017)

  • Dropbox sync uploads now no longer invoke notifications
  • Performance improvements mostly related to investing and currencies with many historical price entries
  • extra safety checks for window status in the edit-report/graph button handler

New in Moneydance 2017.5 (1635) Preview (Sep 21, 2017)

  • fix bug that auto-set an incorrect historic rate or stock price when manually entering a dividend transaction

New in Moneydance 2017.5 (1629) Preview (Aug 3, 2017)

  • ignore some generic prefixes in the description/payee fields for the purposes of finding similar downloaded and local transactions
  • updated default HTTP user agent for OFX connections (hopefully helping with Vanguard connections)

New in Moneydance 2017.5 (1628) Preview (Aug 2, 2017)

  • Support for persisting OFX session cookies (hopefully solving the problem with Vanguard connections)
  • No longer dismiss the new-file-from-sync window until the initial sync has successfully completed
  • Avoid warning/info messages when custom security subtypes are loaded or changed
  • Handle situations in which synced data can be left inconsistent if Moneydance crashed or was killed before the initial sync completed

New in Moneydance 2017.4 (1624) (Jul 18, 2017)

  • Restored ‘best match’ indicator to the downloaded transaction confirmation interface. Use command+enter to confirm a downloaded transaction with the highlighted action
  • Fixed bug in Python scripting
  • Detect slow extensions and log performance information (locally)
  • Fix bug preventing Dropbox syncing from working properly when the sync folder grows beyond 2000 updates
  • Improved detection of duplicate downloaded transactions

New in Moneydance 2017.3 (1622) (Jun 28, 2017)

  • Here are just a few highlights:
  • Improved computer-to-computer syncing and smoother setup of synced computers. Simply install Moneydance on any computer and select the File->New menu and choose the Open Synced File option to have full access to your finances from anywhere. Changes are automatically synced between computers without fear of conflict.
  • Improved Scripting with Python: In addition to the Python script runner, this version includes some additional Python Libraries (Requests, and mathplotlib) as well as the ability to load and run extensions written in Python, or more easily edit and run your own scripts.
  • New text file importer! Import all kinds of text files (CSV, tab-delimited, etc) with automatic delimiter, field type, and date format detection. It also detects and eliminates duplicates, cleans up descriptions, and automatically guesses categories based on previous imports.
  • A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Basically, we think of Moneydance as the Duck Duck Go of personal finance software.
  • Moneydance 2017.3 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included below:
  • Improved computer-to-computer syncing and smoother setup of synced computers. Simply install Moneydance on any computer and select the File->New menu and choose the Open Synced File option to have full access to your finances from anywhere. Changes are automatically synced between computers without fear of conflict.
  • Improved Scripting with Python: In addition to the Python script runner, this version includes some additional Python Libraries (Requests, and mathplotlib) as well as the ability to load and run extensions written in Python, or more easily edit and run your own scripts.
  • New text file importer! Import all kinds of text files (CSV, tab-delimited, etc) with automatic delimiter, field type, and date format detection. It also detects and eliminates duplicates, cleans up descriptions, and automatically guesses categories based on previous imports.
  • Display new syncing method notification when opening a file stored in Dropbox
  • Improve automatic merging of downloaded transactions
  • Move to Dropbox v2 API (so please update quickly to keep mobile app syncing working!)
  • Update HTTP implementation to work around problems with Discover online banking
  • Improve security by removing all traces of previous encryption passphrase
  • In cash flow (and detailed cash flow) reports, expenses are now shown in negative numbers so that the display along with income values makes sense
  • Add new Python libraries for use in built-in scripts and extensions: matplotlib, and requests.
  • Fix bug in which dividend reinvestments were displayed as regular dividends
  • Set default cost basis method for new security accounts based on the cost basis calculation method from the most recently created or edited security
  • Attempt to reduce the ridiculous delay when connecting to printing system on macOS Sierra 10.12.4 and later (but it’s still slow… we’re working on it!)
  • Add option to change time period for upcoming reminders shown on the summary screen
  • Improve initial opening speed by consolidating recent changes into a single batch
  • Fix automatic setting of exchange rate or security price based on new transactions
  • Update trusted certificate list to allow connections to more banks
  • Update the process for opening synced files
  • More undo-able operations
  • Improved developer/plugin/scripting support: access to online banking transaction processing and merging, onling banking authentication, and undo/redo support for changes to any syncable objects.
  • Visual improvements to sidebar
  • Fixed bug in passphrase prompt when switching files
  • Tweaked wording of positive/negative credit/liability account balances
  • If the syncing method is changed or disabled, reset or disconnect all the other sync methods. This way, if a shared folder is selected for syncing, another virtual synced document can be created by turning syncing off and then on again. This also provides a way to purge Dropbox Connection authentication information from the local storage, which forces re-authentication.
  • Sidebar and account icon colours are now themeable

New in Moneydance 2017.3 (1601) Preview (Mar 8, 2017)

  • Fix for Discover connections, removing nearly all http headers, and updated OFX server test process
  • project file updates and restore changelog to the proper location

New in Moneydance 2017.2 (1595) Preview (Jan 6, 2017)

  • Fixed bug when upgrading from a pre-2014 data file that would disconnect syncing from the previously configured sync folder. The result was syncing being disabled or using a different folder ID than was previously used. This update fixes the problem when migrating and also restores the previous sync folder status as well as continues to sync with any newly configured sync folder for mobile devices.
  • app source info update to allow for custom branded colours

New in Moneydance 2017.0.1 (1589) Preview (Nov 11, 2016)

  • No longer discard the amount's sign for specific downloaded investment transactions, such as a negative amount for an interest-income transaction
  • Cleaned up text descriptions for the different kinds of category sets for new files
  • move default python script template into a file/resource rather than embedded in the code
  • updated updater extension
  • also updating the "marketing" version as required by the app store for further processing

New in Moneydance 2017 (1587) Preview (Oct 28, 2016)

  • reduce logging clutter in dropbox sync interface
  • slight tweak to homepage view management

New in Moneydance 2017 (1586) Preview (Oct 28, 2016)

  • Fix bug when importing a file into a new account set (such as from the Welcome Window)

New in Moneydance 2017 (1585) Preview (Oct 28, 2016)

  • remove libjfxmedia library as it is not needed and uses private APIs, making it incompatible with the Mac App Store
  • update in-app URLs for support and purchasing
  • fix colours, in-app URLs, and updating of the demo-mode info bar at the top of the summary view after a license key is entered

New in Moneydance 2017 (1584) (Oct 26, 2016)

  • Added GeoTrust G3 certificate which is used by OneAmerica
  • Change default filename for exported backups to filename-YYYYMMDD.moneydancearchive
  • Files restored from backups/archives now take the name of the backup file by default, and will not overwrite the current version of the file with the same name
  • Always use the most recent printing API
  • Fix restoring/opening from a .moneydancearchive so that it disables syncing and resets sync path information for the reconstituted file
  • Improve layout of security matching window when importing investment data from OFX
  • Adjustment to QIF import to try and skip obsolete prices with auto-setting prices or exchange rates
  • Check if we have more recent historical prices before auto-updating the current price from a QIF import
  • Tweak currency/security price editing window and QIF importer so not overwrite manually updated rates/prices
  • Fix scaling and margins in built-in asset allocation and security performance graphs
  • Fix bug when opening an account’s associated web site for the first time if a specific web site hasn’t yet been set
  • Updated register split/combined icons and apply colour from toolbar foreground theme
  • Show full path to external files in the File->Open submenu
  • More intuitive matching of formatted date substrings in quick-search
  • Separate and sort data files by internal/external status as well as alphabetically in the File->Open menu
  • Improvements to security subtypes to ensure that any custom subtypes are synced across computers
  • Only allow sync passphrase to be changed if syncing is disabled, and show a message that other sync client’s passphrases will need to be updated to match
  • Add editor to the Python script runner window, along with a prompt to install the current script as a (temporary) extension if it contains a ‘moneydance_extension’ variable
  • Update format of tab delimited data export, and fix the export so that it only includes the selected account, if any
  • UI tweaks to budget detail table popup and the account selector
  • Fix budget calculation bug (thanks @ronnie_macgyver for the help!)
  • Fix problem with post-load verification of currency/security snapshots
  • Fix label positioning in asset allocation graph
  • Cleaned up portfolio allocation and other graphs
  • Update layout of the reminders view on the summary screen
  • Fixes to scroll bar thumb visibility and size
  • Add Entrust intermediate certificate to allow connections to M&T Bank Direct Connect
  • Reduce the amount of file updates pushed to dropbox or the configured shared folder
  • Add a local signal file that can be deleted to force moneydance to push new sync info to the shared folder or dropbox
  • Avoid certain situations which could cause the appearance of ‘restored…’ accounts or categories that overwrite the account or category info that it was intended to be restoring
  • Disallow selection of inactive categories as a default category for a bank account
  • Improve the auto-setting of exchange rate and security price information based on recorded transactions and transaction reminders
  • Tweak budget toolbar graph colours and style
  • Fix bug with security selector in investment accounts not updating properly
  • Fix duplicate action on investment transactions (including DivReinvest)
  • Fixed bug that prevented syncing from continuing when encountering an old txn log file that was closed uncleanly
  • Change display of the income/expenses homepage graph explorer to use dotted line guides for transactions and allow clicking on the entire row to go to that transaction
  • Added a total label for any overdue or upcoming amounts in the home page reminder panel
  • only show the Dropbox Folder method as a sync option if we’re not constrained to a sandbox
  • T (or ctrl-T) in a register will now centre you on today’s transactions (or the location where a transaction with today’s date should be)
  • In the new budget view, show amounts in the “fancy” format (with currency prefixes/suffixes and thousands delimiters) but without decimal places. Unless the amounts are zero, in which case they are completely unadorned because you don’t care about the currency for zero values.
  • Added URL/URI scheme hook into Moneydance
  • Avoid potential error syncing data to mobile devices when an account doesn’t have a default category
  • Restructure how data files are validated and synced when opened
  • If debugging is active (ie the console window is visible) include a ‘show details’ action in the account list window context menu
  • Added syncing of attachments
  • Perform currency conversion when subtotalling in cash flow reports (fixes #3707)
  • Shutting down Moneydance or switching files now includes a more thorough clean-up process that runs in the background
  • Use a simplified sync settings window when a data file is a secondary sync node
  • Allow changing the encryption passphrase on a secondary sync node if the passphrase is no longer able to decrypt the test data
  • Updated Norwegian translation (thanks Gideon van Melle!)
  • Graph/report account choose now excludes inactive/disabled accounts by default
  • Improve performance when quickly changing the cleared status of many transactions (fixes #4936)
  • Fixed bug where duplicate transactions were not properly matched if they were correction transactions but were missing a correction ID
  • Ensure that temporary files are deleted if a dropbox API upload fails
  • The OFX login window now pre-loads the last known user ID
  • Correctly roll amounts from non-budgeted categories in the parent category in the budget report
  • Sidebar header nodes now expand/collapse on single click instead of double, matching the summary view behaviour
  • Fix drag action on split-register view (fixes #5194)
  • Fix bug in Income and Expenses report in which the transaction’s memo field wasn’t being shown correctly for investment and VAT transactions
  • When autocompleting text fields, if no match is found, revert to text as originally typed, instead of with what case autocomplete had (fixes #5111)
  • Reminder sorting on summary page now sorts by date and description instead of just date
  • Make sure budgets are imported correctly when upgrading from Moneydance 2011 or older
  • Fix category subtotalling in budget report
  • Refresh attachments panel after deleting an attachment, so there’s no ghost thumbnail
  • Using the ‘as of’ date in the reconciler window will now use the date-posted or online date of the transaction when determining if a given transaction falls within a statement’s date window
  • Automatic backups now occur after a file is closed
  • Replace ’60 days’ filter with a customisable filter button in bank and credit card registers
  • Remove exports to older versions of Moneydance (some of which may be unreliable)
  • Add export to JSON format, including all syncable objects, local file settings, and app context data such as version, date, and installed extensions
  • Add button to console window which will save a copy of the error message log
  • Add budget report option to subtotal categories (off by default), matching the calculations of Moneydance 2014
  • Save size and location of reminders window
  • Update investment account values in the sidebar when security prices change
  • When doing a manual backup, default to user-defined backup location, if one exists
  • Manually exported backup/archive files have the date in the default filename
  • Special handling if there is an unexpected error loading a data file
  • Fix small display bug in reminder editing window (fixes #4870)
  • Ability to edit custom theme colours in the preferences window
  • Improved error messages when filling out online payee details
  • Exclude items from budget when category is deleted (fixes #5184)
  • No longer auto-calculate prices and amounts in the investment register if we’re editing an existing transaction
  • Fix bug in which typing a new amount or price with the entire contents of an amount, price or rate field is selected will cause the auto-calculated amount to be reset to zero.
  • Improved behaviour when dealing with OFX correction transactions
  • Ensure that sure root account currency always matches base currency
  • No longer show categories in the VAT/GST transaction settings window account selector
  • In VAT report, sort transactions by date instead of cleared status
  • Fix issue on VAT/GST settings window in which it was sometimes impossible to set the taxable category
  • When editing values in the VAT/GST settings window, remove an entry when a date is deleted
  • add __file__ global variable when executing a python script in the console
  • Added sample Python script with a template for a basic script and installable extension
  • Add option to use tax date in Income and Expenses, VAT/GST and Transactions reports
  • More frequent file consolidation to improve performance
  • Add list of ‘generic payee’ regular expressions to reduce the matching score for transaction descriptions like ‘CHECK[ #][ ]’
  • Fixed transaction matching bug in which some previously downloaded transactions were incorrectly being offered as merge candidates for newly downloaded transactions
  • Refresh budget table and summary amounts when rolling over or calculating from previous periods
  • Update app icon for Linux installers
  • Fix support for importing OFX files with Japanese characters.
  • Fix drill-down references to avoid jumping into a category register
  • Refresh budget table and summary amounts when rolling over or calculating from previous periods
  • Add Entrust CA certificate
  • Add built-in support for Python, including the creation of sample script templates and a script runner menu that loads scripts and runs them using the built-in interpreter
  • Added support for extensions written in Python
  • Added a flag to certain OFX services (looking at you Citi Cards) that tells Moneydance to ignore transactions before the download date window
  • Fix merge-downloaded-transaction bug which could cause existing duplicates to not be listed as merge candidates, even if they were nearly identical, if there were more than one transactions with the same amount on the same date
  • Fix misalignment of horizontal transaction separator lines
  • Additional data integrity checks
  • Use base currency in Income and Expenses report when selected account is not the root account

New in Moneydance 2015.8 (1369) Preview (Aug 11, 2016)

  • fix subtotally of categories in budget report so that items aren't counted doubly

New in Moneydance 2015.8 (1368) Preview (Aug 4, 2016)

  • add flag to connection for ignoring old, unrequested transactions. fixes costco card redownload issue.
  • add button for saving logs from console window
  • fix NPE in last commit when trying to close window.
  • logging improvements

New in Moneydance 2015.8 (1367) Preview (Jul 15, 2016)

  • add option to budget report to subtotal categories, and set default to off. this makes the report match the behviour of md2014.
  • when doing a manual backup, default to user-defined backup location (if it exists).
  • add timestamp to manaul backup file name.

New in Moneydance 2015.8 (1366) Preview (Jun 21, 2016)

  • submodule update to fix budget report.

New in Moneydance 2015.8 (1365) Preview (Jun 6, 2016)

  • fix for sorting issues in transaction matching panel.

New in Moneydance 2015.8 (1364) Preview (Jun 2, 2016)

  • add higher security cipher suites needed for some banks.

New in Moneydance 2015.8 (1363) Preview (May 16, 2016)

  • submodule update to fix issue with quotes and rate extension causing crashes.
  • Merge branch 'moneydance2015' of bitbucket.org:infinitekind/moneydance_desktop into moneydance2015
  • copyright headers in developer kit sample source files

New in Moneydance 2015.8 (1362) Preview (Mar 24, 2016)

  • fix for reminders window when using dark theme on linux.

New in Moneydance 2015.8 (1361) Preview (Mar 21, 2016)

  • fix support for importing OFX files with Japanese characters.

New in Moneydance 2015.7 (1360) Preview (Mar 21, 2016)

  • fix drill-down references to avoid jumping into a category register

New in Moneydance 2015.7 (1357) (Mar 16, 2016)

  • Sort similar payees by score before adding to the downloaded transaction match panel
  • Updated Portuguese and Brazilian/Portuguese translations (thanks Sara Borges!)
  • Fixed bug where number of shares wasn’t updated when creating a stock split until the program was restarted.
  • Add approved certificate authorities for OFX connections
  • Meet BB&T connection requirements (TLSv1 only, no negotiation) but use protocol negotiation for all other connections
  • Improved debugging tool for https connections
  • Credit cards accounts can now also accept all banking data.
  • Fix budget list sorting in various places.
  • The new budget table now no longer recalculates the actual and budgeted values for each table cell every time it is redrawn, thus saving many kilowatts worth of CPU and making the interface feel so much snappier.
  • Fixed blank labels on compounding period for securities
  • Fix issue where CREDITLINE accounts could not be imported into internal credit card accounts.
  • More user-friendly error message if there are low-level issues loading a data file.
  • Change reconcile window beginning balance to be a label instead of an input field, so it’s obviously uneditable.
  • Save size and location of pre-reconcile window.
  • When auto-completing split transactions, tags from the splits are now copied to the new transaction
  • Fix for weirdness related to rounding/truncating of budget amounts causing strange behaviour in the budget mini-graphs
  • Tweaks to transaction details sidebar and preference setting
  • Use the (slightly looser) default acceptable versions of SSL/TLS when connecting to banks (required for Los Alamos)
  • Fix calculation of mixed interval budgets based on past history. (note: the budget detail panel still doesn’t automatically refresh after editing a mixed interval budget)
  • Remove space for “yes” string in Danish translation which made it ridiculously difficult to delete non-empty accounts or categories
  • Make the code that checks for the confirmation string ignore leading or trailing whitespace
  • Enable type-to-complete in loan account setup for interest and escrow account choosers.
  • Fix the way memos are saved on splits in register. The old description was being copied into the memo incorrectly.
  • Fix: We weren’t reading file encodings correctly when importing OFX files
  • Sometimes debugging info wasn’t showing in logs when it should have been
  • Fix error when setting up online banking after upgrading rom pre-2015 versions of Moneydance (regression from build 1302)
  • Use different Client UIDS when different user accounts connect to the same bank via OFX. This should solve the problem with connections to Chase when multiple user accounts are used in the same data file. In theory.
  • Subtotal categories on budget report.
  • Fix memo display when editing split transactions.
  • Updated Italian translation (thanks to Livio Bertacco!)
  • Fix Transaction Filter report not always showing description correctly in two-line mode.
  • Fix tags on splits in Transaction Filter report.
  • Automatic backups were firing twice on Macs in some circumstances. Fixed.
  • Now use the Archives folder as the default backup location.
  • Fix initial hight balance on transactions report.
  • Fix highlight problem with payees in bill pay window.
  • Fix auto-selection of online payee when sending payments from transaction reminders
  • Extra automatic backups weren’t getting cleaned up as expected. Fixed.
  • Improve support for Hebrew and many Asian language fonts.
  • Ensure that only investment accounts show up in Investment Performance report.
  • Remove Archive function, as it never helps in the current form
  • Fix NPE in Security Detail panel.
  • Force Fifth-Third Bank connection setup process to show download-enabled bank accounts as options for online bill payment
  • Put the payee popup/completion widget into the proper fields when editing the other side of a transaction
  • Support increased refreshing of OFX service information
  • Make sure backup runs when switching data sets.
  • Add null check to backup location selection dialog on windows.

New in Moneydance 2015.7 (1358) Preview (Mar 16, 2016)

  • refresh budget table and summary amounts when rolling over or calculating from previous periods
  • add new Entrust CA certificate

New in Moneydance 2015.7 (1357) Preview (Mar 14, 2016)

  • additional checks for and handling of orphan accounts or categories

New in Moneydance 2015.7 (1356) Preview (Mar 11, 2016)

  • fix how transaction filter report handles searches on reconciliation status with splits.

New in Moneydance 2015.7 (1355) Preview (Mar 8, 2016)

  • account for currencies with non-base categories when calculating the summary totals in the balance table

New in Moneydance 2015.7 (1354) Preview (Mar 7, 2016)

  • Fixed recent bug that caused the new budget table contents to not update when going forwards or backwards between periods

New in Moneydance 2015.7 (1353) Preview (Mar 3, 2016)

  • fix NPE when removing items with a null parent account.

New in Moneydance 2015.7 (1352) Preview (Mar 1, 2016)

  • Fix ability to edit VAT/GST using settings window.

New in Moneydance 2015.7 (1351) Preview (Mar 1, 2016)

  • Improve logging of transaction import errors.

New in Moneydance 2015.7 (1350) Preview (Feb 25, 2016)

  • add cert needed by MSUFCU.

New in Moneydance 2015.7 (1349) Preview (Feb 23, 2016)

  • fix to issue that sometimes caused importing .md files to put accounts under the wrong root account.
  • ignore resource fork files ("._" files) when reading in .txn files.

New in Moneydance 2015.7 (1348) Preview (Feb 22, 2016)

  • updated Portuguese and Brazilian/Portuguese translations

New in Moneydance 2015.7 (1347) Preview (Feb 16, 2016)

  • sort similar payees by score before adding to match panel.

New in Moneydance 2015.7 (1346) Preview (Feb 15, 2016)

  • added more security certificates

New in Moneydance 2015.7 (1345) Preview (Feb 9, 2016)

  • fixed bug where number of shares wasn't updated when creating a stock split until the program was restarted.

New in Moneydance 2015.7 (1344) Preview (Feb 9, 2016)

  • add certificate authorities

New in Moneydance 2015.7 (1342) Preview (Feb 9, 2016)

  • creidt cards accounts can now also accept all banking data.
  • fix budget list sorting in various places.

New in Moneydance 2015.7 (1341) Preview (Feb 9, 2016)

  • the new budget table now no longer recalculates the actual and budgeted values for each table cell every time it is redrawn, thus saving many kilowatts worth of CPU and making the interface feel so much snappier.
  • Fixed blank labels on compounding period for securities

New in Moneydance 2015.7 (1340) Preview (Feb 9, 2016)

  • fix issue where CREDITLINE accounts could not be imported into internal credit card accounts.

New in Moneydance 2015.7 (1339) Preview (Jan 30, 2016)

  • more user-friendly error message when there are problems loading data file.

New in Moneydance 2015.7 (1338) Preview (Jan 30, 2016)

  • update strings
  • change reconcile window beginning balance to be a label instead of an input field, so it's obviously uneditable.
  • save size/loc of pre-reconciler window.

New in Moneydance 2015.7 (1337) Preview (Jan 30, 2016)

  • when auto-completing split transactions, tags from the splits are now copied to the new transaction

New in Moneydance 2015.7 (1336) Preview (Jan 17, 2016)

  • fix for weirdness related to rounding/truncating of budget amounts causing strange behaviour in the budget mini-graphs

New in Moneydance 2015.7 (1335) Preview (Jan 15, 2016)

  • tweaks to transaction details sidebar and preference setting

New in Moneydance 2015.7 (1334) Preview (Jan 12, 2016)

  • fix calculation of mixed interval budgets based on past history
  • (note: the budget detail panel still doesn't automatically refresh after editing a mixed interval budget)

New in Moneydance 2015.7 (1326) Preview (Dec 18, 2015)

  • Use different Client UIDS when different user accounts connect to the same bank via OFX. This should solve the problem with connections to Chase when multiple user accounts are used in the same data file. In theory.

New in Moneydance 2015.7 (1325) Preview (Dec 16, 2015)

  • Merge branch 'master' of bitbucket.org:infinitekind/moneydance_desktop
  • 'master' of bitbucket.org:infinitekind/moneydance_desktop:
  • build 1324 save location of divider on confirmation panel.
  • build 1323 transaction reminder editor now displays correctly (fix regression form build 1322).
  • build 1322 first pass at option to have confiramtion/attachment display in main window instead of as a popup.
  • build 1320 fix NPE in online banking setup process.
  • build 1320 subtotal categories on budget report.
  • build 1319 fix memo display when editing split transactions. closes #4166
  • build 1318 updated Italian translation (thanks to Livio Bertacco!) fix Transaction Filter report not always showing desciption correctly in two-line mode.
  • encodings setting in project file
  • include Thawte root CA
  • merge localisation update

New in Moneydance 2015.7 (1324) Preview (Dec 16, 2015)

  • save location of divider on confirmation panel.

New in Moneydance 2015.7 (1320) Preview (Dec 4, 2015)

  • subtotal categories on budget report.

New in Moneydance 2015.7 (1319) Preview (Nov 28, 2015)

  • fix memo display when editing split transactions. closes #4166

New in Moneydance 2015.7 (1318) Preview (Nov 24, 2015)

  • updated Italian translation.
  • fix Transaction Filter report not always showing description correctly in two-line mode.
  • move SearchTxnList out of model.

New in Moneydance 2015.6 (1299) (Oct 6, 2015)

  • Add automatic archive-export feature
  • Add menu item for restoring backups
  • Update last modified date of data bundle/folder when items in the bundle change.
  • Make transaction details popup moveable
  • Save size/location of Transaction Details window.
  • Additional data integrity validation when opening a data file
  • Fix currency display in budget view
  • Fix how ‘replace’ correction actions are handled in downloaded transactions, fixing duplication issue with Schwab and Bank of American downloads
  • Show last 4 digits of payee number in payee selection list, if there is more than one payee with the same name
  • Fix running total amount in total row on Transactions report
  • Actually sort by date and category when subtotaling by category in txn filter report
  • Fix date sorting on transactions filter report when subtotaling by account or category
  • Fixed bug in which editing the ‘other side’ of a transaction places the original description into the memo of the other (split) side of the transaction
  • Fixed bug in which undo-ing a change causes a duplicate of the changed transaction to appear in the register until a restart is applied
  • Change wording on encryption menu item to focus more on password setting and saving
  • Fix bug that caused dropbox/mobile syncing to not stop when it was disabled
  • Refresh attachment panel when switching transactions
  • Graph/report name selector dropdown on memorize dialog now correctly shows list of graphs or reports
  • Improve splits and currency/security history re-ordering
  • Add same line memos option to Transaction Filter, Transactions, Detailed Cash Flow, and Detailed Income & Expense reports
  • Fix account and category subtotaling in Transaction filter report
  • Fix import of group-by option on cash flow report when upgrading from 2014 files
  • Update security certificates
  • add RateAdjustmentOption setting for reminders (not yet enabled in UI)
  • When memorizing graphs and reports, text now matches the type
  • Fix handling of DivReinvest txns in lot matching window
  • Missing checks report now flags duplicate check numbers
  • Fix default category selection in payment pane and transaction reminder windows
  • unset JAVA_TOOL_OPTIONS in unix launcher to workaround some linux package breaking things
  • Rename “clear” button on security history window to “clear all”
  • Add confirmation dialog when clearing security/currency price history snapshots
  • New indicator icon that a reminder is scheduled for weekly/monthly/daily/etc periods
  • Fixed delay in recalculating cost basis in the portfolio panel when an investment account is updated
  • Prevent deleted budgets from re-appearing
  • remove all references to RC4 (outdated encryption algorithm) from https support
  • Automatically refresh online banking service connection info older than 4 days
  • Online banking Refresh button now forces a service update, instead of just a profile update
  • Now accept drag-and-drop of moneydance and MoneydanceArchive data files to open
  • Updated fonts so that calendar titles and other text appears properly on windows 7
  • Tags field now gets focus properly in batch change window.
  • Category popup in investment registers will now only show the security name instead of :
  • Fix error caused by recent change to totaling of income/expense intervals using exchange rates as of the interval dates
  • Category field now gets focus when opening batch change->category dialog
  • Income and Expenses reports subtotaled by period will now total and convert any inter-currency amounts as of the last date in the period rather than the current date
  • Save size and location of lot matching window
  • Fix cost basis in portfolio report
  • Speed up text display in console window.
  • In investment account registers, the register tab is now correctly highlighted when opening the register by selecting a txn in the security detail view
  • When deleting transactions, the warning message now tells you how many txns you are about to delete
  • Fix security sorting in the account selector of various reports. Securities are now properly sorted under the parent investment account.
  • Fix warning when deleting cleared tons. Also warns if other side of txn is cleared
  • Fix layout problem when “too many accounts to show” label is used on the summary screen
  • Don’t try and use helvetica [neue] for the UI on windows
  • Updated German localisation
  • Slight speedup (and memory reduction) to data file loading
  • Make it possible to delete items from mixed-interval budgets
  • Fix average cost basis calculation on Capital Gains report
  • Fix import window title
  • Fix line breaks in account set descriptions when creating a new file
  • Fix ROI number reported on investment performance report.
  • Restored (and improved) transaction highlighting when pressing the alt key while the mouse cursor is over a transaction in a bank register
  • Fix bug that was causing reminder transactions to not load address book entries properly
  • Add support for importing moneydancearchive files directly
  • Fix check selection window to allow checks to be selected for printing. Also, de-uglify font in that window
  • If in the UK, take advantage of local settings such as the first day of the week

New in Moneydance 2015.4 (Jun 25, 2015)

  • If a report row references a split transaction, ‘drilling down’ into it now opens the transaction in the entry account register rather than the category register
  • Batch changing the category now works for bank transactions in investment account registers
  • Handle foreign currency information when importing/downloading transactions
  • Show security name in lot matching window title
  • Tweak report title font size
  • Fixed loop when cancelling lot matching window
  • Sort transactions by date in detailed cash flow report
  • Improve consistency in reports when showing the description and memo fields for the other sides of transactions
  • Show the new-transaction panel at the top of the register when the sort order has more recent transactions appearing at the top
  • Unset reconciling status when duplicating a cleared transaction, since the duplicate should be considered new.
  • Show more consistent description and memo fields in transaction reports
  • Fixed bug that is often triggered by removing certain budgets from the sidebar
  • When re-connecting an account to an OFX service, we no longer reset the last-download date so that the next connection doesn’t re-download all available transactions (which could go back quite a while)
  • Tab/comma-delimited exports now properly format dates
  • Fix bug in which expanded/collapsed sidebar section state was not preserved
  • Many behind-the-scenes improvements to budget bars and account selection
  • Move File->Export Archive menu to just below the regular Export menu
  • Fix bug that caused inter-currency reminder notifications to have any prices/rates overwritten when being applied
  • Updated linux installers/packages to use java 1.8.0_45
  • Fixed summary screen budgets in which the selected budget (or whether a budget was selected) wouldn’t be remembered, resulting in lots of “not in budget” labels appearing for categories which were actually in a budget
  • Fix bug that excluded certain possible buy transactions from lot matching
  • Fix bug that caused the ‘available shares’ column to be inaccurate when matching stock purchase/sale lots
  • Fix a sorting error that could occur when opening an insanely huge register full of transactions with the same date and entry date-time
  • Under-the-hood changes relating to transaction sorting
  • Hopefully fix an issue in which investment performance graphs don’t adjust for splits until after a restart immediately after updating from Moneydance 2014
  • Automatically select the budget item row when editing a budget item
  • Fix budget editor/viewer bug that used way more CPU than necessary
  • Ensure security/stock splits are always sorted to make sure that security history graphs and calculations are properly computed
  • Avoid stack overflow errors in cases when account hierarchies are broken (such as if an account is set as its own parent)
  • Add CA certificate for SecureTrust to allow Marshland FCU to work
  • Fixed bug in which an account could possibly be set as the parent of one of it’s ancestors, causing a rift in space-time
  • Fix sidebar scrollbar background colour on windows
  • Fix alignment of preference options for decimal points
  • Make budget bar font more readable and match new theme better
  • Added preference setting to use higher contrast colours
  • Slight improvement to performance when showing unconfirmed transaction details or transaction attachments in the register
  • Fixed bug in which no transaction attachments were displayed for transactions with more than one attachment
  • Improved presentation of transaction attachments
  • Set a sensible name for print jobs
  • Restore the ability to request a wider date range for certain banks when downloading transactions
  • Fix bug when syncing updates to split transactions from mobile devices
  • Fix bug in the install-extensions window
  • Fix horrible title font size and lack of antialiasing in printed reports
  • Fix foreground colour differences in bank vs investment registers
  • Add fields/settings for credit card accounts: payment type, rate expiration, etc (merged from Debt Insights extension)
  • Show transaction details in a slightly more readable format (no more XML ugliness)
  • Add a DebtPaymentSpec account setting to the core API (merged from Debt Insights extension)
  • Exclude inactive accounts from the download all action.
  • Fix for garbled text bug that affects some Windows computers.
  • Vastly improve UI performance when many values are updated in many different parts of the UI
  • Duplicated investment transactions now retain their internal tags which identify the kind of transaction (ie Dividend, MiscIncome, etc)
  • Added a marker to future transactions that has high contrast with the foreground/background colours to ensure that they stand out for all types of colour-blindness
  • Improved lot matching UI to prevent buy transactions from displaying when no sell transaction is selected
  • Implement probably undetectable speedups
  • Fixed bug in which lot matching information from MD2014 was not reflected in the MD2015 UI
  • Added Symantec intermediate CA certificate to allow trusted connections to Hilliard Lyons bank (which doesn’t send the intermediate cert).
  • Use numeric/monospaced font for values in security detail
  • Added Verisign Root CA Certificate
  • Fix bug in which online banking payee list changes are not saved across restarts
  • Minor fix for locale display in preferences
  • Use a 64 bit number when calculating the next check number, to avoid overflow in very rare circumstances
  • Added Dutch Locale (thanks to Gideon van Melle!)
  • updated German text (thanks to Marc Kaulisch!)
  • More tweaking of the font used for numeric fields
  • Transactions recorded locally from an online bill payment now use the “processing” date provided by the bank upon submission of the payment, but only if it makes sense.
  • The online bill payment panel now requests confirmation before deleting a payee or cancelling a payment
  • No longer use light-grey for the second row of transaction details in the register
  • Increase contrast between foreground and background colours in the register; especially for future transactions.
  • Use numeric/monospaced font for rates and foreign amounts in the register
  • Trying out some alternative fonts for numeric values
  • Temporarily restrict secure connections to TLS1 because BB&T’s (and other bank’s) OFX servers will not negotiate a TLS1.1 or 1.2 connection
  • When submitting online bill payments, if the bank returns a “processed date” of today then use the payment date
  • When matching downloaded transactions that have check numbers, allow a 3x wider date window for potential merges
  • Fixed bug in which duplicating an existing mixed-interval (old style) budget caused the copy to become a new style budget
  • Entries in the transaction entry payee/description popup and now sorted properly

New in Moneydance 2015.3 (1175) (Mar 10, 2015)

  • Temporarily restrict secure connections to TLS1 because BB&T's (and other bank's) OFX servers will not negotiate a TLS1.1 or 1.2 connection
  • When submitting online bill payments, if the bank returns a "processed date" of today then use the payment date
  • When matching downloaded transactions that have check numbers, allow a 3x wider date window for potential merges

New in Moneydance 2015.3 (1170) (Mar 3, 2015)

  • added Verisign Root CA required by SunCoast FCU
  • added fallback font selection of Segoe UI (mainly for Windows 8/10 installs)

New in Moneydance 2015.2 (1145) (Feb 25, 2015)

  • Many fixes for Dropbox syncing
  • Fix crash when starting Moneydance on some Mac OS X configurations
  • Fix intermittent problems with opening Moneydance on Windows (32bit)
  • Fix bug that prevented migrating Quicken Essentials data
  • Fix bug that prevented attachments from being deleted
  • Fix data duplication in some instances when upgrading from a previous version
  • Improve performance and lower RAM usage
  • Fix duplicate downloaded transactions
  • Fix reminders for every N months reverting to every month
  • No longer ask to save a transaction twice when another transaction is selected while there are pending changes to the selected transaction
  • Fix issue with iOS and Android apps showing the wrong currency for accounts and when entering transactions
  • Fix report and graph memorisation
  • Fix import problems with Text Importer extension
  • Fix loan account reminder creation
  • Add status bar updates when syncing and saving occurs
  • Fix currency/security snapshots and splits going missing (should restore lost ones)
  • Improve graph quality for retina displays
  • Fix Account Balances report when an as-of date is set
  • Fix hide on homepage setting not being honored
  • Sort currencies and securities alphabetically on the summary screen
  • Sort online payees alphabetically in the online bill payment window
  • Fix the creation of an initial transfer transaction upon creating/editing a loan account
  • Budget status table is now refreshed properly when editing budget items
  • Make error message when clicking cancel when prompted for a password human-readable
  • Fix lower-casing of autocompleted tags
  • Fixed inability to create new reminders from the calendar context menu
  • Prevent duplicated (and triplicated!) transactions when importing from QIF
  • Fix bug where new automatically created security accounts under investment accounts (such as when downloading/importing via ofx/qfx) would name the sub-account with the security ID rather than the security name.

New in Moneydance 2015 (Feb 25, 2015)

  • Redesigned look, including all retina/high-resolution graphics
  • New storage system which supports enryption and allows for easy and efficient syncing of all data.
  • The option to sync all of your data via Dropbox or any shared folder
  • New syncing mechanism: provides the ability to incrementally encrypt and sync all of your data between computers

New in Moneydance 2014.5 (Feb 25, 2015)

  • The Windows installer is now signed with our developer certificate, so Windows users will see that Moneydance has been signed and verified by us, The Infinite Kind!
  • Set local transaction date for online payments to the date given by the bank
  • The match/merge confirmation panel for online transactions no longer shows inactive categories
  • Fixed bug with bi-weekly budgets that caused them to not be able to be edited
  • Fixed bug that caused some data files to become huge when encrypted with non-ASCII hint text in some rare cases
  • Fixed freezes when importing transactions into investment accounts while the account register is visible
  • Fixed online transaction downloads for certain network/computer configurations
  • Fixed the popup selector for securities which previously did not update when a different investment account was selected
  • Various other minor or background fixes

New in Moneydance 2014.4 (Feb 25, 2015)

  • Fix to HTTP cookie handling and added Entrust Certificate Authority, allowing connections to Edward Jones brokerage.
  • Allow bank account OFX files to be imported into investment accounts
  • Quick-entry of transactions uses the correct direction (deposit vs payment) depending upon the direction of previous transactions with the same description
  • Fixed behaviour of new-transaction action in investment accounts if the normal or bank register hasn’t yet been selected
  • When importing data directly from Quicken Essentials, use the current locale to determine the base currency
  • Drag-and-drop is now used to reorder items when editing the items in the check number list
  • Allow investment accounts (such as Morgan Stanley Smith Barney) that are presented as bank accounts from OFX servers to still download
  • Run QIF import in the background to avoid freezing the UI if imports take longer than a few milliseconds
  • Account/category popover is now at least as wide as the register column that spawned it
  • Fixed layout of security selector in the security details panel
  • Fix HTTP redirection handling, which recently affected the quotes/rates extension
  • No longer show useless square brackets around tags in the split transaction window
  • Added option to use bank or local dates when merging downloaded transactions
  • Un-invert prices of downloaded transactions that are automatically added to the security history
  • Show a scaled down copy of the window instead of the app icon when minimised to the dock
  • Fixed archiving when option to only removed cleared transactions is selected.
  • Now include thousands separators in amounts on printed checks
  • Enable sub-pixel anti-aliasing in report viewer (only applies to windows)

New in Moneydance 2012.5 (Feb 25, 2015)

  • Brand new archiving mechanism, with an option to keep reminders in the archive file
  • Fixed bug which prevented importing QEM files from the Welcome Window
  • Fixed bug that prevented re-enabling direct-to-dropbox syncing
  • Fixed status message when syncing
  • Fixed bug that prevented connections to a couple of OFX services due to non-OFX certificates
  • Added CA certificate for Thawte OFX services
  • Added command-S (ctrl-S on non-macs) keyboard shortcut to force a save
  • Added option to suppress saving until exiting the app (or shortcut is used)
  • Added retina-capable setting to pre-Lion download (currently doesn’t work with the Lion/MountainLion apps)
  • Fixed bug in which moved or deleted external data files that had previously been opened by Moneydance were re-created
  • Workaround for a bug in which non-downloaded transactions that are marked as downloaded (from an extension) cannot be confirmed
  • Accept files ending with “.moneydancexml” in the File->Open file selector
  • Removed ability to batch-change accounts for transactions in investment accounts

New in Moneydance 2012.2 (Jan 3, 2013)

  • Improved launch screen with options to import directly from Quicken Essentials, start with a QIF file, open an existing file, or to start a fresh new set of accounts
  • Record check number for submitted online payments from banks that provide it
  • Ability to import multiple QIF files in one step
  • Improved performance of file saving and prevent rare situations in which it could freeze the app
  • Suppress display of duplicate memo fields on the “other side” of transactions
  • Minor improvements and bug fixes
  • Improved performance and behaviour of Archive function
  • If only one Moneydance window is open then the command-W (ctrl-W on windows/linux) shortcut will not close it.
  • Restored file/document icon in the window title bar on macs
  • Fixed bug in which the number of days to sync to dropbox was not being remembered

New in Moneydance 2011 R2 Build 803 (Dec 19, 2011)

  • Minor behind the scenes change

New in Moneydance 2011 Build 802 (Dec 19, 2011)

  • Restored old transaction report
  • Removed redundant 'done' button on graph/report window
  • Added April 6th option for fiscal year start date

New in Moneydance 2011 Build 801 (Dec 19, 2011)

  • Added full-screen mode on Lion (dependent upon the next update from Apple)
  • Inactive accounts are no longer included in any net worth calculations (specifically the dashboard graph)
  • Simplified the online banking authentication window
  • Fixed bug in which editing of similar-transaction matching candidates actually changed the existing transactions on which they were based
  • No longer overlap transaction download date windows in an effort to eliminate duplicate transactions caused by banks sending the same transactions with different transaction IDs.
  • Fixed changing-cleared-transaction warning such that it doesn't get triggered if you are changing the cleared flag and not the value.
  • Set the description on the 'other side' of downloaded transactions that are confirmed based on 'similar payees'
  • Fixed bug which caused account registers to forget the single vs two-line mode setting
  • Fixed bug which caused ugly gray background at the top of some account views
  • Fixed bug in which hide-on-homepage setting was not being saved for asset accounts

New in Moneydance 2008r4 Build 640 (Jun 23, 2009)

  • Fixed memorization of expenses graph