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Fortora Fresh Finance Changelog

What's new in Fortora Fresh Finance 2.0.13

Jun 18, 2015
  • Fixed Direct Connect version compatibility error with some banks
  • Application title bar now displays the current account or application section you are on
  • Added Net Worth chart report

New in Fortora Fresh Finance 2.0.12 (Jun 8, 2015)

  • Fixed problem with "Select File" windows not fitting on the screen
  • Adjusted the look of the reminder calendar to make it easier to read and to make more items fit on it
  • Adding a transaction now remembers last transaction's date

New in Fortora Fresh Finance 2.0.11 (May 29, 2015)

  • Fixed problem with setting column order
  • Fixed problem with copy and paste on input fields
  • Can now copy and paste budget screen to spreadsheet application
  • Fixed problem with activation screen showing up unnecessarily on startup
  • Fixed problem with Delete key sometimes not deleting transactions

New in Fortora Fresh Finance 2.0.10 (May 12, 2015)

  • Fixed font size being too small on Mac
  • Fixed problem with transaction sorting by date in Find window
  • Added memo column to balance forecast
  • Due and past due reminders are now color marked
  • Can now edit transactions from Find window

New in Fortora Fresh Finance 2.0.9 (May 5, 2015)

  • Fixed problem with font size
  • Added Accounts, Reminders and Budgets to Tools menu

New in Fortora Fresh Finance 2.0.8 (Apr 16, 2015)

  • Improved user interface and graphics
  • Added separate reminders screen, and can now add/edit reminders from that screen
  • Moved balance forecast feature to transaction register
  • Moved import/Direct Connect button from transaction register to File menu
  • Moved transaction register "customize" button to the View menu
  • Improved font sizes, can now choose "Normal", "Large" and "Larger" from the Preferences
  • Reordered menus to make them cleaner and easier to understand
  • Moved New Transaction shortcut to File menu
  • Merged "Copy" and "Copy to Spreadsheet" menu options in the Edit menu to prevent any confusion
  • Moved configuration section to Tools menu
  • Moved New Account feature to File menu
  • Can now edit an account's properties from the transaction register by clicking the "Edit" button and selecting "Edit Account" from within the transaction register
  • Added seaprate budget screen, and can now add/edit budgets from that screen
  • Moved column order configuration from Preferences to View menu
  • Moved Delete Transaction feature to Edit button in transaction register
  • Moved Investment Portfolio feature from Tools menu to transaction register
  • You can now delete reminders, budgets, accounts only from within the edit screen. So to delete an reminder, you would edit it and then click the Delete Reminder button.
  • *** TEMPORARILY removed Net Worth chart, it will be added as a report option in the next update ***

New in Fortora Fresh Finance 2.0.7 (Mar 21, 2015)

  • Fixed problem with loading saved reports

New in Fortora Fresh Finance 2.0.6 (Apr 26, 2014)

  • Added ability to save reports
  • Credits are displayed before debits in the transaction register for transactions that occur on the same day to prevent erroneous negative balances
  • Other changes and fixes

New in Fortora Fresh Finance 2.0.5 (Mar 31, 2014)

  • Fixed issue with Cleared Balance column and Reconciled transactions
  • Balances on the left are now displayed in Bold for easier reading
  • Find feature now also lists subcategory transactions when searching for transactions with a specific category
  • Fixed issue with transaction date order in Find feature
  • Check numbers are now displayed in their own color and style in the Number column for easier reading (customizable from the Preferences)
  • Other changes and fixes

New in Fortora Fresh Finance 2.0.4 (Feb 3, 2014)

  • Fixed issue with Cleared Balance column
  • You can now specify an amount for "Unbudgeted Expenses", that is, for expense categories that have not been assigned a budget amount. This is particularly useful for specifying a budget amount for other categories that you do not wish to track, but that you still want to be accounted for in the budget. To specify the "Unbudgeted Expenses" amount, please click on Configuration and then add or edit your budget.
  • Other changes and fixes

New in Fortora Fresh Finance 2.0.3 (Jan 20, 2014)

  • Brand new overview screen (with Net Worth Trend chart and integrated budget status)
  • Brand new reports feature with seamless navigation and multiple time period comparison
  • The ability to mark categories that are tax-related (for tax reports)
  • The ability to hide reconciled transactions from the transaction register
  • Improved look and feel of the user interface Improved performance
  • And much more

New in Fortora Fresh Finance 1.9.19 (Nov 23, 2013)

  • Added a workaround for a bug in Bank of America's systems that prevented some users from downloading their transactions via Direct Connect.

New in Fortora Fresh Finance 1.9.17 (Sep 4, 2013)

  • Fixed issue with configuring Direct Connect on some systems.

New in Fortora Fresh Finance 1.9.16 (Sep 3, 2013)

  • Fixed issue with configuring Direct Connect on some systems.

New in Fortora Fresh Finance 1.9.14 (Aug 29, 2013)

  • Maintenance release.
  • Optimized file download size.

New in Fortora Fresh Finance 1.9.13 (Aug 19, 2013)

  • Minor issue fix with cash flow column heading.

New in Fortora Fresh Finance 1.9.12 (Aug 16, 2013)

  • Fixed issue with balance forecast not remembering selected date.
  • Fixed issue with cash flow items on the home screen not being correctly sorted by date.
  • Fixed "date too soon" issue on some direct connect imports.
  • Other enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.10 (Apr 27, 2013)

  • Added feature to create reminders from existing transactions (click the Edit Button->Create reminder from transaction option).
  • Fixed issue with importing some QIF files.
  • Other enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.9 (Apr 17, 2013)

  • Added support for inline adding/editing of investment transactions (not just in a popup window like previously).
  • Added support for additional investment transaction actions ('Misc Income' and 'Misc Expense').
  • Fixed issue with some buttons not displaying correctly.
  • Fixed issue with the Control+Return key not working to trigger the 'Add More' button when adding a new transaction.
  • Other enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.8 (Apr 4, 2013)

  • Added Direct Connect support for additional financial institutions.
  • Fixed issue with skipping a reminder.
  • Fixed issue with first field not being automatically in focus when adding/editing a transaction.
  • Fixed issue with payee not displaying correctly in cash flow expenses on the home screen in some cases.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.7 (Mar 21, 2013)

  • Fixed issue with some backup files not restoring correctly.
  • Fixed additional issues with some windows not correctly closing/updating.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.6 (Mar 11, 2013)

  • You can now schedule online payments directly (in addition to scheduling online payments from transaction reminders) from the "Tools->Online Bill Pay" menu option.
  • You can now modify previously scheduled online payments from the "Tools->Online Bill Pay" menu option.
  • You can now add/modify/delete online bill pay payees from the "Tools->Online Bill Pay" menu option.
  • Fixed issue with some windows not correctly closing/updating.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.3 (Jan 14, 2013)

  • Added option to select the download start date for Direct Connect downloads.
  • Fixed issue with foreign transaction transfer currency rates.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.2 (Jan 7, 2013)

  • Added support for viewing and canceling previously scheduled online bill payments.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.1 (Jan 4, 2013)

  • Added support for Online Bill Pay.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.9.0 (Jan 3, 2013)

  • Added Direct Connect support for additional financial institutions.
  • Added support for additional currencies.
  • Resolved issue with the Direct Connect feature and duplicate transactions that affected some systems.
  • Resolved issue with some accounts that had the same name.
  • Other various enhancements, changes and fixes.

New in Fortora Fresh Finance 1.8.8 (Dec 20, 2012)

  • Resolved some issues with 10.5 systems.

New in Fortora Fresh Finance 1.8.7 (Dec 18, 2012)

  • Improved Direct Connect feature and added support for over 300 new financial institutions.
  • Added debit and credit totals (and their difference) to the reminder screen.
  • Fixed issue where new transactions were sometimes not displayed until the register was refreshed.
  • Other various changes and fixes.

New in Fortora Fresh Finance 1.8.6 (Dec 5, 2012)

  • Transfers now have their own cleared (checkbox) status.
  • Transfer splits now have their own cleared (checkbox) and reconcile status.
  • Fixed issue with spurious un-reconciliation of some transactions on some systems
  • Other various changes and fixes.

New in Fortora Fresh Finance 1.8.3 (Nov 15, 2012)

  • Now displays grand total of transaction reminders in the Reminders screen.
  • Fixed issue with updating the balance display on the left side when deleting a transfer.
  • Fixed issue where the main window's title bar is displayed slightly off the top of the screen on some systems.
  • Other various changes and fixes.

New in Fortora Fresh Finance 1.8.2 (Nov 9, 2012)

  • Can now resize columns while editing a transaction inline.
  • Can now scroll the transaction register while editing a transaction inline.
  • Fixed issue with updating the balance display on the left side when adding a transfer.
  • Other various changes and fixes.

New in Fortora Fresh Finance 1.8.1 (Nov 1, 2012)

  • Enhancements/Changes:
  • Improved inline direct editing of transactions.
  • Other various enhancements and changes.
  • Fixes:
  • Various fixes.

New in Fortora Fresh Finance 1.7.9 (Oct 17, 2012)

  • Enhancements/Changes:
  • Installer now asks if the user wants to add an icon to the dock and launch the application after the installation finishes.
  • Other various enhancements and changes.
  • Fixes:
  • Fixed issue with clicking on items in the cash flow screen.
  • Other various fixes.

New in Fortora Fresh Finance 1.7.8 (Oct 5, 2012)

  • Enhancements/Changes:
  • Changed the spreadsheet feature so that now all fields are editable (and clickable) at the same time (rather than one-by-one) - This makes adding/editing items even easier and faster.
  • Code signed the application for OS X Mountain Lion Gatekeeper.
  • Other various enhancements and changes.
  • Fixes:
  • Demo database no longer automatically reopens when the application is relaunched.
  • Other various fixes.

New in Fortora Fresh Finance 1.7.7 (Jul 26, 2012)

  • Various fixes/enhancements

New in Fortora Fresh Finance 1.7.6 (Jun 28, 2012)

  • New Features: Now displays current unassigned amount when working with category split items.
  • Fixes: Various fixes.

New in Fortora Fresh Finance 1.7.5 (Jun 10, 2012)

  • Fixed problem that caused the application to crash on some systems under certain circumstances.

New in Fortora Fresh Finance 1.7.1 (May 22, 2012)

  • New Features:
  • Added reminder calendar to homepage.
  • Added splitters to homepage to allow resizing of the account list, calendar, and cash flow.
  • Enhancements/Changes:
  • Split the Amount column in the transaction register into two columns, Debit and Credit, for better readability.
  • Improved the spreadsheet functionality so it is more familiar, and works like a typical spreadsheet application.
  • Other various enhancements and changes.
  • Fixes:
  • Various fixes.

New in Fortora Fresh Finance 1.5.3 (Apr 27, 2011)

  • Improved database and other various enhancements.

New in Fortora Fresh Finance 1.4.2 (Apr 29, 2010)

  • Added investment support - You can now manage your investment accounts in Fortora Fresh Finance, and download your investment transactions from your financial institutions.
  • Now automatically tabs to respective withdrawal/deposit field when adding transactions - Depending on the selection in the number field, the application will now automatically tab to the appropriate withdrawal or deposit field automatically, making inputting transactions faster.
  • Added additional currencies - Added additional world currency support.
  • Added customizable data and backup folder options - The location to store your data files and automated backups is now customizable.
  • Added Direct Connect compatibility mode - Added a ‘compatibility mode’ option in the Direct Connect account setup window for financial institutions who limit what software and versions can connect to them.
  • Enhanced Snow Leopard compatibility (Fortora Fresh Finance for Mac) - Added additional support for Mac OS X Snow Leopard.
  • Other enhancements and fixes - Additional enhancements and fixes that improve the functionality and usability of the software.

New in Fortora Fresh Finance 1.3.5 (Aug 18, 2009)

  • Duplicate transaction checker now automatically marks duplicate transactions as cleared when importing data from your bank.
  • Now when you download transactions from your bank that already exist in the register, the duplicate transaction feature will automatically mark your existing transactions as cleared, so you don’t have to.
  • Improved CSV import feature - Improved importing of CSV files so that additional CSV types can be handled.
  • Added additional currencies - Added support for additional world currencies.
  • Improved auto complete for category fields in Fortora Fresh Finance for Mac - Now when you enter a category and press the colon (”:”) key, Fortora Fresh Finance for Mac will automatically move the cursor to the end of the inputted text, making it much quicker to enter subcategories.
  • Improved speed - Various parts of the software have been optimized to increase speed, such as when loading the transaction register.
  • Other enhancements and fixes - Additional enhancements and fixes have been made to improve the software.

New in Fortora Fresh Finance 1.3.4 (Apr 27, 2009)

  • Various fixes and enhancements.

New in Fortora Fresh Finance 1.3.3 (Mar 26, 2009)

  • Duplicate transaction checker for QIF import, custom titles for reports, and a fix for Direct Connect to some banks.

New in Fortora Fresh Finance 1.3.1 (Mar 19, 2009)

  • Added duplicate transaction checker to QIF import.
  • This allows for mixing manually inputted and imported transactions without resulting in duplicates when importing QIF files (just like OFX/QFX files and Direct Connect).
  • Added customizable title to reports.
  • You can now specify a custom title for your reports.
  • Fixed problem with Direct Connecting to some banks.
  • Various enhancements/fixes.

New in Fortora Fresh Finance 1.3 (Mar 9, 2009)

  • Added duplicate transaction checker when importing OFX/QFX/Direct Connect - This allows for mixing manually inputted and automatically imported transactions without resulting in duplicates. For example, you may input a check, or a transaction as you made it, and then download the rest of your transactions from your bank, and the software will now notify you that possible duplicate items exist and ask you to confirm them.
  • Added additional color to budget progress bars - Orange now means you have reached your budget, red means you have surpassed your budget.
  • Fixed problem with the software remembering the selected budget date range
  • Can now double-click on categories in reports to see transaction details/”drill-down” reports - In cash flow reports and income/expense reports you can double-click on the category names to see the actual transactions that make up the reported totals, just like you can do from the budgets screen.
  • Various enhancements/fixes.

New in Fortora Fresh Finance 1.2.8 (Jan 21, 2009)

  • Added Report Templates feature - You can now save your report settings to a template so that you can quickly recall them later.
  • Added Import Filter training feature - You can now automatically setup your import filters based on your current transaction set.
  • Can now edit/view transactions from detailed reports - You can double-click on individual transactions in a detailed report to view/edit the transaction’s details.
  • Added search bar to detailed reports - Now there is a search bar at the top of detailed reports so that you can easily locate individual transactions.
  • Fixed problem with reconciling transfers.
  • Added ‘Account’ and ‘Memo’ columns to reminders list.
  • Can now view transactions details in budgets.
  • You can now double-click on an individual budget item (or entire budget) to see the transaction details.
  • Now can subtotal by payee in reports - When filtering by payee in reports, the report is subtotaled by payee.
  • Can now automatically include subcategories/subtotal by parent category in reports
  • Added an option to the reports screen “Include subcategories” which will automatically include the subcategories of a parent category, and will subtotal the report by parent category.
  • Control+Return activates ‘Add More’ option when adding transactions.
  • Various enhancements/fixes.

New in Fortora Fresh Finance 1.2.7 (Dec 6, 2008)

  • Added Direct Connect feature.
  • Added View->Payee Info menu option.
  • Improved Charts/Graphs to make them more legible, and also clickable.
  • Added new popup calendar for date fields.
  • Fixed problem with importing some OFX/QFX files.
  • Added option to turn off cash flow screen on homepage.
  • Added date range to budget screen.
  • Added interest field for loan and credit card accounts.
  • Added additional fields to payees.
  • Fixed problem in cash flow screen.
  • Various enhancements/fixes.

New in Fortora Fresh Finance 1.2.6 (Oct 30, 2008)

  • Added cash flow summary to home screen.
  • Added check printing feature.
  • Added net worth report.
  • Added totals to budget screen.
  • Added additional currencies.
  • Added 'Next Check Number' option to transaction number field.
  • Defaults to your Home folder when selecting import file.
  • Added option to not record transaction reminder to register.
  • Fixed problem with importing OFX/QFX files in Mac OS X 10.4.
  • Various fixes/enhancements.

New in Fortora Fresh Finance 1.2 (Sep 4, 2008)

  • Added OFX/QFX import support.
  • Added Budget vs. Income/Expenses report.
  • Reports can now include transfers.
  • Improved budget progress bar.
  • Accounts can now be added as budget items.
  • Improved printing.
  • Various enhancements and fixes.

New in Fortora Fresh Finance 1.1.7 (Aug 7, 2008)

  • Improved QIF import feature to better handle certain QIF files.
  • Added customizable colors for credits/debits.
  • Now sorts the number column by transaction type, in addition to check number.
  • Can now cut/copy/paste transactions between accounts.
  • Added bulk-edit feature ("Edit->Set Category" menu option, etc.).
  • Can now sort transactions by cleared status.
  • Added more colors to the pie chart, and made other adjustments, to improve readability.
  • Added expenses bar graph.
  • Added transaction number field to reminders.
  • Various fixes/enhancements.

New in Fortora Fresh Finance 1.1.6 (Jul 19, 2008)

  • Improved search feature.
  • Transaction number field is now a popup and is customizable.
  • Reminders can now be automatically recorded.
  • Accounts can now be closed.
  • Improved budget forecast tool.
  • Improved date fields; Dates can now be entered directly; " " key increases day; "-" key decreases day; "T" key inserts today's date.
  • Various fixes/enhancements.

New in Fortora Fresh Finance 1.1.5 (Jun 26, 2008)

  • Added search feature.
  • Added two chart reports.
  • Improved print outs.
  • Added option to not remember last transaction date when adding a transaction.
  • Various fixes/enhancements.

New in Fortora Fresh Finance 1.1.4 (Jun 16, 2008)

  • Various fixes/enhancements.

New in Fortora Fresh Finance 1.1.2 (May 19, 2008)

  • Can now import QIF files from other financial packages.
  • Added Import Filter feature so that transactions can be automatically categorized when importing from banks.
  • Fixed some issues with the multi-currency feature.
  • Various fixes/enhancements.

New in Fortora Fresh Finance 1.1.1 (May 5, 2008)

  • Various enhancements and fixes.

New in Fortora Fresh Finance 1.1 (Mar 25, 2008)

  • Various enhancements and fixes