March 9th, 2012Bug Fixes:
· Fixed rounding error introduced in v6.6.2 in amount entry fields. This was due to a mistake getting ready for a 64 bit version of Budget.
· Fixed an issue where the Check For Updates would sometimes tell you there was an update when in fact you already have the latest version.
February 22nd, 2012Enhancements:
· Added Allocated and % Allocated columns to Income Distribution report.
· Allowed reminders for Pays to automatically update for next cycle.
Bug Fixes:
· Fixed long date on envelope header and calendar ToDo list.
· Fixed display rounding error in history balances.
· Fixed deleting of cancelled transactions.
· Fixed income distribution report saving as text.
· Fixed check for pay source in use.
· Fixed memory leaks.
· Fixed destination transfer pointers for missing envelopes.
· Fixed XML document format bug not saving/restoring transfer destination account.
· Fixed initializing envelopes earliest and latest dates for transaction missing their account.
· Many minor fixes and cosmetic changes.
October 26th, 2011· Fixes a bug where no new data would be found when syncing with Budget Touch.
October 22nd, 2011New Features:
· Can set a password to encrypt your data file.
· Added a standard calculator alongside the savings calculator.
Bug fixes:
· Fixed initialization of secondary search field in "Find Transactions" window.
· Fixed updating semi-monthly reminders.
· Fixed Setup Assistant integrity error when creating Credit Card accounts first.
· Fixed moving envelope account transfers to different envelopes.
· Statistics ignore transactions with missing (deleted) accounts.
· Fixed XML document format bug not saving/restoring transfer destination account.
May 4th, 2011Enhancements:
· Added setting split charge as tax item.
Bug fixes:
· Fixed history display of transaction type.
· Fixed balancing a credit card payment.
· Fixed handling of split tax items.
· Fixed import rules not properly saving the option to leave transactions unassigned.
April 4th, 2011Bug fixes:
· Fixed crash while editing an amount in a split transaction envelope and then turning off the "Show All Envelopes" checkbox in the transaction editor window.
· Fixed always disabled Reports toolbar button.
· Fixed crash when importing OFX or QIF files on Mac OS X 10.3.9 - 10.5.8.
April 1st, 2011Enhancements:
· When importing OFX data, use ACCTID field as the bank account name.
· When importing QIF or OFX data, if no account names are present use the imported filename as the account name.
Bug fixes:
· Fixed a Setup Assistant Integrity Error 1 when distributing money to envelopes.
· Prevented duplicate available transfer transaction during sync.
· Fixed an issue when importing some QIF files that would not display a sample date or sample currency.
· Fix to not show a zero ident for a debit credit card payment.
· Added account name to balance error message.
· Fixed deleting envelope from an envelope view.
· Fixed bugs when undo-ing pay source changes.
· Fixed display bugs when undo-ing changes in the Balance window.
February 24th, 2011Enhancements:
· Negative numbers in history list now display in white when selected for more contrast between the selection and the text.
· Changed the position and titles of some controls in the split transaction window to improve understanding of how it works.
· Unified Mac App Store and general public versions to use the same ID so preferences will work with either.
Bug fixes:
· Main window history area can now set a reminder when the total bank account is selected.
· Fixed bug that caused credit refunds to not be shown as balanced.
· Fixed bug in statistics graph maximum Y value in some cases.
· Fixed possible integrity error when deleting a split transaction with missing envelopes.
October 29th, 2010Enhancements:
· Added "Cancel" button to delete transaction warning message.
· Added check for and error message when attempting to add a sub envelope to a missing group envelope during sync.
Bug fixes:
· Fixed possible logging error when syncing with Budget Touch.
· Fixed sync message to correctly report counts of items synced.
· Fixed sync balance process to correctly identify balanced credit card payments.
· Fixed possible sync crash.
· Fixed crashes on Mac OS X 10.4 and 10.3 (from version 6.5.4).
October 13th, 2010· Fixed integrity errors that could occur while syncing with Budget Touch.
· Fixed selecting destination account when doing an account transfer.
October 9th, 2010Enhancements:
· Added warning and solution when "Open most recent document" preference will not work due to a setting in System Preference's Appearance pane (Mac OS X 10.6 and later).
Bug fixes:
· Fixed regression where calendar window's Show All Reminders option would not work when the calendar first displayed.
· Fixed a problem with some table headers not displaying the checkbox to toggle all checkboxes in the table.
· Cleaned up some logging methods to include more useful data and less useless data.
September 27th, 2010Enhancements:
· All dialog boxes that have bank account buttons now use the new look for bank accounts.
· Increased speed by about 20% when reading binary Budget Document files.
· Automatically fixes most integrity errors, and can optionally report usage log to Snowmint.
Bug fixes:
· Restored AppleScript capability of Budget which accidentally got turned off in v6.4.1.
· All accounts must have at least one associated envelope not counting the Available envelope.
· Fixed Integrity error when editing or deleting a transfer with one envelope missing.
· Fixed Integrity error when deleting an account transfer.
· Fixed rare crash when importing some QIF files.
July 21st, 2010Enhancements:
· Accounts and envelopes have a small note button on the main window which will open the info window to the note.
Bug fixes:
· Fixed some redrawing problems on the main window, especially seen on Mac OS X 10.4 and 10.3.
· Fixed launching problems on 10.4 and 10.3.
· Fixed several crashing bugs that were initially found in v6.5.
July 13th, 2010Enhancements:
· Added capability to limit the amount distributed to an envelope.
· Added group name to import envelope selector.
· New application icon!
· During sync with Budget Touch, tests for errors before processing.
· Bank accounts on the main window look a little nicer.
· Supports syncing pay and expense info with Budget Touch v1.2 and later.
· Supports syncing of bank account and envelope settings with Budget Touch v1.2 and later.
Bug fixes:
· Fixed search for tax items in transfer transactions.
· Fixed several long-standing memory leaks.
May 3rd, 2010Bug fixes:
· Fixed saving/reading file version number in binary document.
· Fixed display of calendar window on Mac OS X 10.3.9.
April 28th, 2010Bug fixes:
· Account/envelope deletion also removes import rules references to the deleted account/envelope.
· Fixed initialize and setting of cumulative/average switch for main window statistics.
· Fixed entering pay only in deposit rules.
· Fixed display of calendar window on Mac OS X 10.3.9.
April 13th, 2010Enhancements:
· Added investment section asset category allocation.
· Added auto conversion of Budget Touch files opened on the desktop.
· Added support for AES-128 encryption during sync with Budget Touch v1.1 or later.
· Double-clicking a reminder in the transaction entry area of the main window starts recording the transaction in a separate window.
· New look for the calendar on the main window and in the Calendar window.
Bug fixes:
· Fixed deleting an envelope with a negative balance that caused an integrity 1a error.
· Prevented creating split transfer and subsequent integrity error 1a.
· Fixed crash when switching a pay transaction type to a transfer.
· Fixed Profit/Loss report to correctly find a deposit compliment transaction.
· Fixed XML file format saving the pay amount info for Profit/Loss reports.
February 8th, 2010Bug fixes:
· Prevented creating split transfer on main window and subsequent integrity error 1a.
· Fixed crash when switching a pay transaction type to a transfer.
· Fixed non-opening XML files which had OFX/QIF import rules.
· Fixed an exception that could occur when importing files and setting a transaction to split envelopes.
January 19th, 2010Enhancements:
· Added capability to set tax in split transactions.
Bug fixes:
· Fixed crash when opening the pay details drawer.
· Fixed reminders not showing up after reading an XML format file.
January 3rd, 2010· Fixed iPhone/iPod Touch sync on PowerPC-based Macs.
· Fixed setting up Pay Sources after reading an XML format data file.
· Fixed several issues with transactions read from an XML format data file.
· Fixed a bug with envelope views that may have had problems in a data file.
· Imported charge transactions now properly stick with the charge type instead of reverting to checks.
· Fixed index error in statistics that caused a crash.
December 23rd, 2009Enhancements:
· Sync to iPhone/iPod Touch is now available in the trial version (previously required purchase of Budget).
Bug fixes:
· Fixed device sync when device has no data (first time use on device).
· Fixed some missing Balance window features in localized versions of Budget.
· Fixed showing total and averages in statistics table on main window.
· Fixed saving equal/proportional pay flag.
· Fixed date format issues when syncing with iCal on 10.5 and 10.6 (especially in other than US English formats).
December 8th, 2009Enhancements:
· Added support for Budget Touch sync.
Bug fixes:
· Fixed crash when closing reports window after printing one or more reports.
· Fixed transfer of funds to the Available envelope when an envelope is deleted.
· Fixed setting equal or proportional pays in pay allocation table.
· Fixed importing OFX files with non-ASCII characters in them as UTF-8.
· Fixed setting non sequential check numbers.
· Fixed integrity 4 error auto correction for transfers and split transactions.
August 14th, 2009Enhancements:
· Added QIF/OFX import log message.
Bug fixes:
· Fixed updating envelope balance for account transfer when account changed.
· Fixed setting transaction date when creating a new transaction from an imported QIF/OFX file.
· Fixed date handling when editing transactions.
· Fixed handling envelope association when creating envelopes during import.
· Fixed updating envelope balance when deleting an account.
July 11th, 2009Enhancements:
· Envelope balance to expense ratio mini graph can be set for groups and has an improved look.
· Added column to Pay Allocation table to allow setting new envelope mini graph.
· Additional reporting frequencies for "Planned vs Actual" and "Balances over Time" reports.
· Enhanced look to Total box when selected.
· Can change a charge transaction to a debit or a check, debit, or ATM to a charge transaction.
· QIF/OFX file import can now default to the selected bank account on main window instead of requiring a specific account in the Import Rules.
· Bank accounts display on the main window can now display two line bank account names.
Bug fixes:
· Fixed updating of transaction entry envelope selector on main window selection change.
· Fixed transfer window setting "To" envelope to "Available" when doing a transfer drag.
· Fixed rounding error when selling investments.
· Fixed account transfer reminders.
June 7th, 2009Enhancements:
· Redesigned account display.
· Combined all Reports with printing, exporting, and saving as PDF files.
· Much improved main window resizing and toggling individual sections for display.
· Added Envelope option to show a bar indicator on each envelope for balance to expense ratio.
· Transaction creation performance improvement.
Bug fixes:
· Fixed reseting target envelope in pay rules to Available envelope when target envelope is deleted.
· Fixed handling partial refunds.
· Fixed setting default info for transaction entry section.
· Fixed changing "To" account when doing an account transfer.
· Fixed toolbar handling in Mac OS X 10.3.
· Fixed calendar and date field sync.
· Fixed creating envelopes and matching category data during QIF/OFX import.
· Fixed transfer between envelopes.
· Fixed account transfer within an envelope.
· Fixed updating envelope popup buttons to show only associated envelopes when accounts are changed.
· Fixed enabling some non-default toolbar buttons.
· Fixed handling account transfer reminders.
May 2nd, 2009Enhancements:
· Added selected reminder account and envelope info to main window settings area.
· Recording of operational log messages to user ~/Library/Logs/ folder.
· Restricted un-associating envelopes when you only have a single account.
Bug fixes:
· Fixed problems when running on Mac OS X 10.3.
· Fixed recording transaction with pay rules.
· Fixed setup assistant creation of credit card accounts.
· Fixed handling of credit card refund transactions.
· Fixed moving envelopes when you only have a single account.
· Fixed setting of accounts and envelopes in import configuration screen.
· Fixed defaulting info in transaction entry form on type change.
April 24th, 2009Enhancements:
· Configurable main window that can show transaction history, statistics, and transaction entry area.
· Account/envelope associations.
· Main window has user defined envelope views.
· Import rule system to assign transactions to accounts and/or envelopes as desired.
· Import QIF/OFX in Setup Assistant for new users.
· Proportional pay allocations.
· Tax report to show total taxable transactions per envelope.
· URL and Go button added to investment accounts.
· Investment history records sorted by effective date.
· Can now filter history window for log messages and void transactions.
· Added transfer direction to archive format.
· Integrity errors attempt to automatically fix any problems.
· Added capability to skip reminders.
· Added preference for showing the Quick Convert popup in transaction windows.
Bug fixes:
· Fixed updating of allocations amount when selecting different frequencies.
· Fixed account default in pay rules.
· Fixed updating of market value when editing the price per share of an investment.
· Fixed default amount bug when transferring to selected envelopes.
· Fixed total count when showing all transactions.
· Fixed calling deposit rules from import process.
May 22nd, 2008· Added envelope balance column to split deposit window.
· When importing transactions, can assign them to be a split.
· Added warning for duplicate check number.
· Fixed split account transfer setting defaults when an envelope has been deleted.
· Fixed finding tax items with find command multiple criteria.
· Fixed memory leaks when importing OFX files.
March 14th, 2008· Added additional filters to history window for creating reports.
· Deleting an account transfer now deletes both the debit in the "From" account and the deposit in the "To" account.
· Improved parsing QIF files for sample dates and amounts.
· Fixed problem with "Use System Currency" preference setting.
· Fixed memory leaks in History window, Transaction Info window, and Statistics window.
· Fixed bug when importing investment information.
· Fixed rare crashing bug when finishing Setup Assistant.
· Removed extra checkbox from Setup Assistant Pay Source pane.
February 15th, 2008· Fixed crashing bug when printing the history window.
· Fixed crashing bug on Intel-based Macs when printing transactions.
· Fixed initialization of setup assistant variables.
· Cleaned up money formatters in Setup Assistant and Check Printing.
· Updated ILCrashReporter to work on 10.5.