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Money Changelog

What's new in Money 8.0.13

Apr 17, 2024
  • Dividend transactions improvements
  • Transfer Scheduled transactions improvements
  • Payee name in transactions fixes
  • Tag location in transaction note fixes
  • Tag chooser scroll fixes
  • Various UI/UX enhancements
  • Other minor fixes and improvements

New in Money 8.0.12 (Apr 9, 2024)

  • Fixed account order in Reports
  • Fixed search by subcategories and uncetegorized transactions
  • Fixed an issue where scheduled transactions were not displayed
  • Improved category settings in reports
  • Various UI/UX enhancements
  • Other minor fixes and improvements

New in Money 8.0.11 (Mar 27, 2024)

  • Scheduled investment transactions
  • Add tag to multiple transactions without replacing notes
  • Transaction split order sync
  • Search by category improvements
  • Scheduled payments improvements
  • Budgets and goals fixes and improvements
  • Various UI/UX enhancements
  • Miscellaneous minor fixes and improvements

New in Money 8.0.10 (Mar 8, 2024)

  • Search by transaction splits notes and tags
  • Include transfers in custom budgets
  • Transactions import improvements
  • Fixed crash when changing budget category to/from One Time
  • Various UI/UX enhancements
  • Miscellaneous minor fixes and improvements

New in Money 8.0.9 (Mar 1, 2024)

  • Decimal places for transaction amounts are now always visible.
  • Smart Account search functionality has been fixed.
  • Custom Budgets/Goals have been fixed and improved.
  • Transaction filter issues have been resolved.
  • Improvement in printing Smart Account transactions.
  • Enhancements made to report periods with custom start dates.
  • Improved search functionality.
  • Various UI/UX enhancements.
  • Miscellaneous minor fixes and improvements.

New in Money 8.0.8 (Feb 20, 2024)

  • Spent widget show amount depending on month start date
  • Crash when importing transaction
  • Crash when editing transaction
  • Payee icon editing has been improved.
  • Fixes have been applied to scheduled payments.
  • Performance enhancements for Smart Accounts and the Payee Chooser.
  • Various UI/UX improvements and fixes.

New in Money 8.0.7 (Feb 15, 2024)

  • Spent widget show amount depending on month start date
  • Tabbing between transaction fields fixes
  • Payee icon editing has been improved.
  • Fixes have been applied to scheduled payments.
  • Performance enhancements for Smart Accounts and the Payee Chooser.
  • Various UI/UX improvements and fixes.

New in Money 8.0.6 (Jan 31, 2024)

  • Connections to Institutions improvements
  • Savings Goals performance improvements
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 8.0.5 (Jan 29, 2024)

  • Connections to Institutions improvements
  • Savings Goals performance improvements
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 8.0.3 (Jan 21, 2024)

  • Tabbing between fields improvements
  • Connections with financial institutions improvements
  • Payee auto categorization improvement
  • More precise number of shares in investment transactions
  • More Attachment types in iOS
  • Add Tag to a Transaction in iOS fix
  • Other minor fixes and improvements

New in Money 8.0 (Dec 11, 2023)

  • New Features:
  • Multiple Budgets: Manage your finances with ease by creating and tracking multiple budgets for different aspects of your life.
  • Savings Goals Functionality: Plan for the future and achieve your financial objectives by setting up savings goals within the app.
  • Tags for Splits: Enhance your expense tracking with the ability to add tags for splits, providing detailed insights into your spending habits.
  • User Interface Refresh:
  • Refreshed User Interface: Experience a sleek and modern look with our updated user interface, designed to make navigating the app more intuitive and enjoyable.
  • Improvements and Fixes:
  • Bug fixes and performance improvements for a smoother user experience.

New in Money 7.1.1 (Oct 24, 2023)

  • Contact Support fix
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.1 (Sep 15, 2023)

  • Added macOS Sonoma support
  • Fixed transactions download from financial institutions.
  • Fixed the Account chooser in transaction import.
  • Resolved an issue with a custom start date in Reports.
  • Fixed permissions when sharing an Account.
  • Fixed Tag search in Reports and Budgets.
  • Fixed scheduled payments reconciliation warning.
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.29 (Jul 19, 2023)

  • Fixed issues with real-time stock market prices
  • Improved transactions download from financial institutions
  • Enhancements to Reports and Budgets
  • More precise address of payees
  • Improved transaction duplicate finder
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.28 (May 21, 2023)

  • Enhanced biometric authentication
  • Resolved budget multiple everything else deletion
  • Transactions download from date improvements
  • Enhanced transaction duplicate recognition from financial institution
  • Reconciliation period by previous period
  • Addressed lag in scheduler table view
  • Payee icons download fixed
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.27 (Apr 23, 2023)

  • Fixed stock market real time price issues
  • Improved the reconnection process for online institutions
  • Fixed an issue with the transaction list in iOS reports
  • Fixed an issue with the account column in the scheduler table view
  • Resolved a crash editing transactions in place in reports
  • Resolved a crash with online institutions holdings
  • Resolved a crash with on pre 10.14 macOS
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.26 (Apr 15, 2023)

  • Biometrical authetication improvement
  • Online Institutions improvements
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.25 (Apr 9, 2023)

  • Scheduled transaction notification fixes
  • Institution sorting improvements
  • Integration with online institutions improvements
  • Smart rules by amount fixes
  • Custom stock price improvements
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.24 (Apr 2, 2023)

  • Several crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.23 (Mar 26, 2023)

  • Reconciliation improvement
  • Transfer Transaction fixes
  • Other crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.22 (Mar 20, 2023)

  • Scheduled Transfer fixes
  • Other crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.21 (Mar 15, 2023)

  • Reconciliation improvements
  • Biometrical Authentication improvements
  • Reports custom date change fixes
  • Add Transaction to Group improvements
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.20 (Mar 8, 2023)

  • Ability to keep Accounts when deleting Account Group
  • Warning when entering Transactions into a reaconciled period
  • Corrections to Transfer reconciliation
  • Added attachment add icon in the Transaction edit view
  • Several crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.19 (Jan 9, 2023)

  • Investment accounts integration with institutions improved
  • Import transactions time parsing by locale improved
  • Integration with Online Institutions improved
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.18 (Dec 23, 2022)

  • Integration with online institutions improvements
  • Scheduler notification badge fix
  • Report with smart accounts fix
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.17 (Nov 15, 2022)

  • Online institution setup fix
  • Report crash fix
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.15 (Oct 28, 2022)

  • macOS Ventura 13.0 support
  • Holdings download from investment Acocunts (MX Atrium)
  • Smart Account fixes
  • Reconciled transactions edit confirmation fix
  • Several crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.14 (Oct 26, 2022)

  • Holdings download from investment Acocunts (MX Atrium)
  • Smart Account fixes
  • Reconciled transactions edit confirmation fix
  • Several crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.13 (Sep 27, 2022)

  • Scheduled payments fixes

New in Money 7.0.12 (Sep 23, 2022)

  • Online Banking fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.11 (Sep 14, 2022)

  • Online Banking fixes
  • Ability to search Transactions by Category including Subcategories
  • Ability to filter by Transfer Categories in Smart Accounts
  • Transfers with Tags minor fixes
  • Transfer Reconciliation fixes
  • Reconciliation window minor UI fixes
  • Several Crash fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.10 (Sep 5, 2022)

  • Added scheduler autopay functionality
  • Added confirmation to edit reconciled transactions
  • Hidden closed accounts in category chooser
  • Update transactions from financial institutions adjustments
  • Improved online institution search by country
  • Fixed scheduler scroll to date
  • Fixed crash when deleting categories in preferences
  • Fixed crash with smart accounts
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.9 (Jul 13, 2022)

  • Nested smart predicates in Smart Accounts and Rules
  • Merge Income and Expense transactions into Transfer
  • Refund coloring in Budgets
  • Multiple transactions edit Split amount fixes
  • EBank connection multiple fixes
  • WebBank file download and import fix
  • Purchases validation with unreliable internet connection fix
  • Delete transaction in recent transactions fix
  • Automatic transactions download in background fix
  • Fixed crash when addind investment transaction
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.8 (May 24, 2022)

  • Fied data import from Web Bank
  • Fixed eBank transaction duplicates
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.7 (Apr 19, 2022)

  • Investment Stocks suggestions
  • Report and Budget calculation fixes
  • EBank connection fixes
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.6 (Apr 11, 2022)

  • Budget Categories now includes subcategories transactions
  • Biometrics fixes
  • Bank Connection fixes
  • Fixed crash in Institutions search
  • Fixed crash when opening Money
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.5 (Apr 5, 2022)

  • Fixed crash in Transaction search
  • Bank connection fixes
  • Removed Payee Name optimization in import
  • Fixed freeze in budgets
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.4 (Mar 28, 2022)

  • Fixed crash in Reports detail view
  • Fixed Budget crash
  • Date reset fix in Multiple Transactions edit
  • Several UI fixes
  • Other minor fixes and improvements

New in Money 7.0.3 (Mar 21, 2022)

  • Fixed crash at launch
  • Improved online institutions sort
  • Improved online institutions search
  • Fixed Account balance adjusment with pending transactions
  • Disabled background aggregation for some accounts with MFA
  • Fixed investment price download for stock symbols with special characters
  • Fixed restore original Payee in import window
  • Added smart account filter by Categories including Subcategories
  • Fixed smart account filter in Reports
  • Fixed import smart rules with transfer categories
  • Other minor fixes and improvements

New in Money 7.0.2 (Mar 21, 2022)

  • Improved online institutions sort
  • Improved online institutions search
  • Fixed Account balance adjusment with pending transactions
  • Disabled background aggregation for some accounts with MFA
  • Fixed investment price download for stock symbols with special characters
  • Fixed restore original Payee in import window
  • Added smart account filter by Categories including Subcategories
  • Fixed smart account filter in Reports
  • Fixed import smart rules with transfer categories
  • Other minor fixes and improvements

New in Money 7.0.1 (Feb 25, 2022)

  • Fixed Premium validation
  • Currency rate is more precise now
  • Fixed search by transaction amount
  • Currency rate now remains fixed when copying and moving transactions
  • Dismissing notification no longer launches Money
  • Other minor fixes and improvements

New in Money 7.0 (Feb 21, 2022)

  • Bank connections now support Open Banking (PSD2) connections;
  • Transactions will now download automatically from banks (without manual request);
  • Revamped the transaction edit view to be more informative and intuitive;
  • ICloud sync is now quicker and more reliable than ever;
  • Improved diagnostic logging to make sure that we can investigate potential problems even more effectively;
  • Transactions will now be displayed on a map with location access enabled;
  • Fixed a bunch of bugs and crashes that had been reported over time.

New in Money 6.0.18 (Mar 17, 2021)

  • Fixed an issue that prevent multi-factor authentication protected accounts from connecting;
  • Fixed an issue that caused "Client error 422" for some connections;
  • Fixed an issue that caused transactions with annual recurrence scheduled after the 28th day of the month to disappear.

New in Money 6.0.17 (Mar 4, 2021)

  • Fixed an issue that caused some bank connections to time out;
  • Fixed an issue that prevented some bank connections from working if credentials changed.

New in Money 6.0.16 (Feb 26, 2021)

  • Fixed an issue that prevented the app from opening on macOS High Sierra.

New in Money 6.0.15 (Feb 25, 2021)

  • “Uncategorized” budget section will now correctly include transactions without categories;
  • Updated SaltEdge banking provider’s API. Older Money versions will not be able to use SaltEdge connections from March 1, 2021.

New in Money 6.0.14 (Feb 3, 2021)

  • Added support for OAuth connections for some US/Canadian institutions;
  • Random old scheduled transactions should no longer appear as unpaid.

New in Money 6.0.13 (Jan 12, 2021)

  • Fixed a weird crash that some of you experienced after last update.

New in Money 6.0.12 (Jan 8, 2021)

  • Fixed: a freeze occurring for users using a 12-hour time format;
  • Fixed: some Scheduler payments were not displayed;
  • Fixed: some Scheduler payments showed incorrect dates/times;
  • Fixed: some backups did not display dates;
  • Made some improvements that should result in better performance in Table view.

New in Money 6.0.11 (Dec 23, 2020)

  • Improved performance;
  • Fixed several rare issues that could cause crashes here and there.

New in Money 6.0.10 (Dec 20, 2020)

  • Fixed a startup crash on macOS Mojave (10.14) and older;
  • Fixed several rare issues that could cause crashes here and there.

New in Money 6.0.7 (Nov 13, 2020)

  • Fixed an issue that sometimes prevented Money from starting with no internet connectivity;
  • Marking a transaction as refund will now correctly change its sign;
  • Table view: Notes & Tags field will no longer display text placeholders in every cell;
  • Other UI and technical fixes here and there.

New in Money 6.0.4 (Oct 9, 2020)

  • Fixed several rare crashes;
  • Fixed transfer category inclusion/exclusion in Budget;
  • Other UI and technical fixes here and there.

New in Money 6.0.3 (Oct 9, 2020)

  • Transactions are now grouped correctly under Today/Yesterday in different timezones;
  • Fixed compatibility with macOS High Sierra;
  • Minor UI and technical improvements all over.

New in Money 6.0.2 (Oct 9, 2020)

  • Fixed:
  • Another pesky crash that did not go away after the previous one.

New in Money 6.0.1 (Oct 9, 2020)

  • Fixed:
  • A pesky crash that some of you experienced after updating to 6.0.

New in Money 6.0 (Oct 9, 2020)

  • Shared Accounts: maintain accounts with family and friends;
  • Completely revamped iCloud sync: much quicker and more reliable than ever;
  • Various interface improvements to improve visibility and consistency with macOS;
  • Investment data will be downloaded quicker and more reliably than ever!

New in Money 5.6.10 (Oct 1, 2019)

  • Up to 1 year of transaction history downloads for newly connected accounts.

New in Money 5.6.9 (May 20, 2019)

  • New: Table view can now display the Account column;
  • Improved: Better recognition of stock codes across international markets;
  • Fixed: Recurring transactions report did not include Loan account payments;
  • Fixed: Transfer transactions sometimes displayed incorrect amounts in Future Forecast report;
  • Fixed: Amounts in report printouts went out of bounds when using very long Payee names;
  • Fixed: Payee suggestions were sometimes displayed even with location access disabled;
  • Fixed: Refunds were sometimes displayed incorrectly in reports;
  • Fixed: Duplicating transactions sometimes caused empty splits to appear;
  • Fixed: Notification Center widget sometimes displayed incorrect scheduled transactions;
  • Improved the accuracy of various translations;
  • Fixed a couple of crashes reported by the users;
  • Various other fixes and optimizations here and there to make Money run even faster and smoother.

New in Money 5.6.6 (Mar 10, 2019)

  • Added a scroll bar to the accounts list;
  • Buttons that appear during account reconciliation will no longer overlap the transaction filter button;
  • Fixed an issue that sometimes prevented from connecting to PayPal accounts;
  • Made improvements to iCloud sync, so your reports and budgets should sync much smoother;
  • Improved sync behavior when internet connection is unstable;
  • Fixed a couple of crashes reported by the users;
  • Various other fixes and optimizations here and there to make Money run even faster and smoother.

New in Money 5.6.5 (Feb 19, 2019)

  • Fixed an issue that caused some GBX stock values to be downloaded incorrectly;
  • Fixed an issue that caused incorrect results when displaying negative parameters in Smart Accounts;
  • Money will now import transaction timestamps from CSV;
  • Other minor fixes for bugs and crashes reported by users;
  • Updated banking connection framework to improve the overall experience when using bank connections (earlier versions will no longer be able to connect starting from March 1).

New in Money 5.6.4 (Feb 4, 2019)

  • Transaction filter button will no longer obstruct the 'Download Transactions' button;
  • Fixed an issue that caused incorrect Net Worth Report printouts;
  • Improved bank connection process where the page could go out of bounds and leave elements inaccessible.

New in Money 5.6.3 (Jan 30, 2019)

  • Transaction filters in accounts: time, status, parameters;
  • Budget items will now display individual progress bars;
  • Improved handling of #Tagged transactions in Smart Accounts;
  • Reports for a specific category will no longer display its subcategories unless selected;
  • Fixed an issue that caused reports to sometimes display data from an incorrect period;
  • Fixed a couple of crashes reported by the users;
  • Various other fixes and optimizations here and there to make Money run even faster and smoother.

New in Money 5.6.2 (Jan 14, 2019)

  • CSV export will now include timestamps;
  • Improved Money behavior in various timezones;
  • Sorting choices in Table View will be retained between sessions;
  • Fixed a couple of crashes reported by the users;
  • Various other fixes and optimizations here and there to make Money run even faster and smoother.

New in Money 5.6.1 (Dec 31, 2018)

  • Fixed the issue that caused account transaction list printouts to be empty;
  • Fixed an issue that caused Money to show a badge when no scheduled transactions were due;
  • Fixed several crashed reported by users.

New in Money 5.6 (Dec 20, 2018)

  • Rich notifications about due scheduled transactions;
  • Added icon badges for due scheduled transactions;
  • Duplicate payees and categories can now be automatically found and merged in Preferences;
  • Reports can now be exported to CSV;
  • Fixed an issue that sometimes caused the spinner to spin infinitely when downloading new transactions;
  • Fixed an issue that caused Notification Center widget for Money to display incorrectly in Dark Mode;
  • Various other fixes and optimizations here and there to make Money run even faster and smoother.

New in Money 5.5.5 (Dec 4, 2018)

  • Fixed a couple of crashes reported by users;
  • Fixed an issue, which in rare cases caused some recent transactions not to be downloaded from banks;
  • Fixed an issue in reports filtered "by Tag", which caused transaction amounts to be flipped when tags with special characters were used;
  • Various other fixes and optimizations here and there to make Money run even smoother.

New in Money 5.5.4 (Nov 16, 2018)

  • Fixed a couple of crashes reported by users;
  • Quitting Money while it's locked should no longer freeze it;
  • Fixed an issue that sometimes caused the Budget's Everything Else line to become invisible;
  • Fixed an issue that sometimes caused dividends and stock split information not to be downloaded;
  • Fixed an issue that sometimes caused investment accounts not to sync properly;
  • Money should no longer freeze when adding Payee locations on macOS Sierra;
  • Various other fixes and optimizations here and there to make Money run even smoother.

New in Money 5.5.3 (Oct 31, 2018)

  • Fixed a couple of crashes reported by users
  • Fixed an issue that prevented Accounts from being listed in Report and Budget options
  • Search bar elements will now move correctly when resizing the side bar
  • Various other fixes and optimizations here and there to make Money run even smoother

New in Money 5.5.2 (Oct 16, 2018)

  • Optimized large database handling. Initial syncs with iCloud will be much quicker from now on;
  • Editing multiple transactions no longer causes some of them to lose notes;
  • Fixed an issue that sometimes prevented users from changing category icons;
  • Fixed an issue that caused several Payee overlays to open up when adding new payees;
  • Fixed an issue that sometimes caused notes to be displayed incompletely in Table view;
  • Fixed an issue that did not allow correctly mapping Investment transactions when importing from CSV;
  • Fixed an issue that sometimes stopped Money from downloading stock values after adding multiple stocks in a row;
  • Fixed an issue that sometimes prevented ctrl + click from invoking the contextual menu;
  • Improvements to the Dark Mode of Money to improve visibility of smaller interface elements on non-Retina displays;
  • Various other fixes and optimizations here and there to make Money run even smoother.

New in Money 5.5 (Sep 25, 2018)

  • macOS Mojave support;
  • Custom-colored tags;
  • TouchID support (requires MacBook Pro with Touch Bar);
  • Various fixes and optimizations here and there to make Money run even smoother.

New in Money 5.4.5 (Aug 23, 2018)

  • Switched Payee Search to Apple Maps;
  • Fixed an issue that sometimes caused pending transactions downloaded from banks not to be shown;
  • Ctrl + clicking on a trackpad now correctly invokes contextual menus where it's supposed to;
  • Improved CSV import: dates without separators are now correctly recognized;
  • Bank connection window can now be manually resized;
  • Got rid of several pesky crashes that some of you reported;
  • Various fixes and optimizations here and there to make Money run even smoother.

New in Money 5.4.4 (Aug 7, 2018)

  • Fixed the issue that caused the app to crash when importing certain OFX files;
  • Fixed the issue that caused transactions to not display correctly when switching form Table to List view;
  • Made improvements to Chinese and Portuguese localizations;
  • Fixed several iCloud issues that in rare cases caused abnormally long sync times or crashes during sync;
  • Various fixes and optimizations here and there to make Money run even smoother.

New in Money 5.4.3 (Jul 30, 2018)

  • Fixed the issue that prevented adding more than one scheduled transaction in Table view;
  • Fixed the issue that cause Money to crash when scheduling an existing transaction in Table view;
  • Fixed the Table view issue that caused payee fields to remain empty when previously used payees were selected;
  • Fixed the issue that sometimes caused pending transactions to disappear;
  • Adding scheduled transactions in Table view now automatically enters edit mode;
  • Users re-enabling iCloud should no longer see the mysterious message telling to contact support unless they really have to;
  • Various fixes and optimizations here and there to make Money run even smoother.

New in Money 5.4.2 (Jul 20, 2018)

  • Fixed wrong URL error when using Direct Download feature.

New in Money 5.4.1 (Jul 20, 2018)

  • Fixed crash on launch in some cases when iCloud is enabled;
  • Fixed scheduled transactions Pay function.

New in Money 5.4 (Jul 18, 2018)

  • Money has now transitioned to a free download model allowing users to test the app before buying. Existing users will automatically receive Money Standard activation, so Money will continue to work normally with lifetime unlimited accounts and transactions. The Money Premium subscription with Direct Downloads is available separately. New users can choose between Money Standard one-time purchase and Money Premium subscription with Direct Downloads.
  • Changes:
  • Added new table view feature which allows users to keep tracking of more transactions at once;
  • Added custom transactions sort in table view;
  • Added multiple transactions edit;
  • Money now has one month free trial for Direct Downloads feature to try before purchasing;
  • Major iCloud sync changes, which should improve syncing speed and fix bugs;
  • Performance improvements and bug fixes.

New in Money 5.3.5 (Apr 10, 2018)

  • Fixed and improved downloading and importing Web Connect files;
  • Improved error handling with Direct Downloads accounts;
  • Imported transactions will now be displayed in the same order as the statement;
  • Improved CSV import field recognition and saving for later import attempts;
  • Investment transactions should now be imported from CSV more reliably;
  • Running balance will no longer become incorrect due to pending transactions;
  • Pressing Cmd + N in transaction popover now adds a new transaction;
  • Smart Accounts can now be printed (File > Print in the menu bar);
  • Fixed the issue that caused Money Basic activation to get disabled without internet connection;
  • Stock price editing is now more reliable in cases when automatic prices are not available;
  • Money will no longer freeze when changing Budget periods;
  • Thailand stocks are now automatically displayed in Thai Baht currency;
  • Other bug fixes and performance improvements.

New in Money 5.3.4 (Mar 20, 2018)

  • Fixed a rare issue that caused some transactions to not be displayed;
  • Other bug fixes and performance improvements.

New in Money 5.3.3 (Mar 9, 2018)

  • Money now speaks Portuguese!
  • Added OFX 2.2 support;
  • Money now downloads pending Transactions in Direct Downloads-enabled accounts;
  • Fixed the issue that sometimes caused Direct Downloads setup to display an empty bank account selection window;
  • Fixed the issue that sometimes caused the Direct Downloads setup window to freeze;
  • Add Account button in Direct Downloads setup should no longer become disabled;
  • Fixed PayPal login window;
  • Fixed the issue that caused Money to crash while editing a transaction’s payee in import sheet;
  • Improved error handling in Direct Downloads setup;
  • Localized CSV import fields;
  • Other bug fixes and performance improvements.

New in Money 5.3.2 (Feb 26, 2018)

  • Money will now perform much quicker in investment accounts;
  • Fixed the issue that sometimes caused Direct Downloads setup to display an empty bank account selection window.

New in Money 5.3.1 (Feb 19, 2018)

  • Direct Downloads with over 50,000 financial institution connections;
  • Local data backups for extra security (available in Preferences);
  • Added popular cryptocurrency support;
  • Money is now free to try before purchasing!
  • Addressed issues which prevented some investment values from downloading;
  • You can now enter your own values to investments;
  • Fixed the issue, which prevented reconciling transactions on start/end dates;
  • Addressed various interface issues like misplaced buttons and interface elements;
  • Made a bunch of performance improvements so Money should feel quicker and smoother;

New in Money 5.3 (Feb 13, 2018)

  • Money has now transitioned to a free download model allowing users to test the app before buying. Existing users will automatically receive Money Standard activation, so Money will continue to work normally with lifetime unlimited accounts and transactions. The Money Premium subscription with Direct Downloads is available separately. New users can choose between Money Standard one-time purchase and Money Premium subscription with Direct Downloads.
  • This is the one you've been waiting for:
  • Direct Downloads with over 50,000 financial institution connections;
  • Local data backups for extra security (available in Preferences);
  • Added popular cryptocurrency support;
  • Money is now free to try before purchasing!
  • What else is new:
  • Addressed issues which prevented some investment values from downloading;
  • You can now enter your own values to investments;
  • Fixed the issue, which prevented reconciling transactions on start/end dates;
  • Addressed various interface issues like misplaced buttons and interface elements;
  • Made a bunch of performance improvements so Money should feel quicker and smoother;

New in Money 5.2.4 (Jan 4, 2018)

  • Fixed the issue which prevented Money from displaying surrounding payees;
  • Overall stability and reliability improvements.

New in Money 5.2.2 (Oct 16, 2017)

  • Fixed an issue that caused incorrect characters display after importing OFX files;
  • Fixed an issue that caused incorrect month display in reports after using touch bar;
  • Fixed an issue that caused changes to scheduled transaction dates to be reverted;
  • Fixed an issue that sometimes caused different account balance and net worth displays;
  • Fixed an issue that sometimes caused iCloud data to be lost after using Undo.

New in Money 5.2.1 (Oct 4, 2017)

  • Fixed Transactions date bug in different time zones.

New in Money 5.2 (Sep 25, 2017)

  • Money is now fully compatible with macOS High Sierra.
  • The reconcile end date chooser no longer goes beyond the display boundaries;
  • Fixed the issue, which caused losing transaction data after undo;
  • Improved Italian localization;
  • Added Import date and time format yyyy-mm-ddthh:mm:ss;
  • Added starting Balance Transaction in Investment Account to be the regular type;
  • Fixed the issue that caused a Loan interest category in spendings report to display as uncategorized;
  • Fixed the issue that caused Account balance to differ from Running balance;
  • Fixed the issue that caused incorrect currency rates after Transaction duplication;
  • Fixed a CSV importing issue, which caused errors when the file had different income/expense fields and data in both;
  • Fixed the issue, which caused cursor jumping while editing notes;
  • Fixed a crash that occurred when excluding categories from Budget or Report.

New in Money 5.1.7 (Aug 25, 2017)

  • Added a 4-weekly scheduling option;
  • Improved iCloud sync reliability, especially for changes made without internet connectivity;
  • Fixed the issue where creating a new transaction with a payee would not suggest the last-used category;
  • Improved the reliability of data import from previous versions of Money or third-party sources;
  • Fixed the issue, which prevented Money from displaying newly added stocks in Investment accounts;
  • Fixed the issue, which caused newly added currencies to not be displayed for selection immediately after adding;
  • Fixed the issue, which caused incorrect calculation of capital gains after selling a part of an equity;
  • Fixed the issue, where reports would not display the split amounts correctly;
  • Fixed the issue, which caused the selection to switch away from the field that was being edited;
  • Duplicating transactions in Smart Accounts now results in correct duplicates;
  • Modified the rounding algorithms to ensure more accurate display of data;
  • Improved the overall performance and reliability of the app.

New in Money 5.1.6 (Jul 11, 2017)

  • Categories can now be added to budget simply by dragging & dropping;
  • Fixed various interface and functionality issues reported via the 'Contact Support' section;
  • Improved the reliability of the app when deleting multiple transactions;
  • Fixed the issue, which resulted in empty category names after clicking the Add button multiple times;
  • Fixed the issue, which caused multiple alerts to be displayed when editing transactions and switching between apps;
  • Fixed the issue, which caused smart accounts to display incorrect balance with split transactions;
  • Fixed the issue, which sometimes prevented Cmd + F shortcut from working;
  • Improved the overall performance and reliability of the app.
  • New features in recent releases:
  • Data encryption and security;
  • Running balance;
  • Korean localization;
  • Custom sorting in budgets.

New in Money 5.1.5 (Jun 26, 2017)

  • Fixed various interface and functionality issues reported via the 'Contact Support' section;
  • Fixed bug that caused not closing popups in payee settings;
  • Fixed bug that caused not changing payee icons to PNG format images;
  • Fixed bug that caused bad search results after searching for transactions by tag;
  • Fixed localization bugs;
  • Fixed bug that caused failing attempts to change password using recovery key;
  • Fixed crash that caused Money 4 file import which includes Scandinavian characters in currency;
  • Fixed crash after adding payee in settings;
  • Improved the overall performance of the app, which caused crashes after particular steps.

New in Money 5.1.4 (Jun 20, 2017)

  • Fixed various interface and functionality issues reported via the 'Contact Support' section;
  • Added Budget sort feature that includes Budgeted, Actual, Name and also Custom sorting options;
  • Fixed transaction bug that caused disappearing payee while new transaction is being added;
  • Fixed crash after QIF file import;
  • Fixed bug that caused negative zero balance in account balance;
  • Improved the overall performance and stability of the app.

New in Money 5.1.1 (May 26, 2017)

  • Fixed various interface and functionality issues reported via the 'Contact Support' section;
  • Improved the reliability and UI of Investment Accounts;
  • Fixed the issue that sometimes resulted in inaccurately imported investment data;
  • Fixed the issue that sometimes caused scheduled transfers to have different dates;
  • Fixed the issue that sometimes caused imported transactions to lose amounts and categories;
  • Improved the reliability of transfers to/from Investment Accounts;
  • Fixed the issue that prevented accounts from being reconciled while using certain currencies;
  • Fixed the issue where a folder would display balance in different currency from the accounts within;
  • Fixed the rare issue where dates imported from CSV would be inaccurate;
  • Improved the overall performance and stability of the app.

New in Money 5.1 (May 15, 2017)

  • Added 256-bit AES data encryption and password authentication functionality to protect your data;

  • Added Running Balance - now you can track your account balance every step of the way;
  • 
 Improved sync reliability;

  • Fixed various interface and functionality issues reported via the 'Contact Support' section;
  • Fixed the issue that caused Portfolio Market Value to be calculated incorrectly in Investment Accounts;
  • Fixed the issue that sometimes caused stocks from London Stock Exchange to be calculated incorrectly;
  • Fixed the issue that caused manually entered stock values to disappear after restarting the app;
  • Fixed the issue that caused some transactions entered in ’today’ to display as ‘tomorrow’;
  • Fixed the issue that sometimes caused the app to delete only one side of a transfer transaction;
  • Fixed the issue that caused the app to return an empty recurring transaction report;
  • Fixed the issue that caused some transactions to lose tags after merging them;
  • Fixed the issue that sometimes caused a crash when changing frequency in Budget;
  • Improved the overall performance and stability of the app.

New in Money 5.0.4 (Apr 26, 2017)

  • Fixed various bugs reported through the 'Contact Support' section;
  • Improved sync speed and reliability;
  • Increased the number of digits available for stock prices to 6 digits after decimal point;
  • Improved the reliability of editing Investment income/expense transactions;
  • Fixed various interface bugs;
  • Fixed the issue that caused the keyboard shortcut for reconciliation to stop working in certain cases;
  • Improved the overall performance and stability of the app.
  • Improved Money 4 data import reliability:
  • Fixed an issue that prevented importing some password protected files;
  • Fixed an issue that caused duplicate transfer transactions;
  • Fixed an issue that caused investment transactions to import to a wrong date;
  • Improved currency rate, stock price, and share quantity rounding precision.

New in Money 5.0.3 (Apr 13, 2017)

  • Fixed various bugs reported through the 'Contact Support' section;
  • Improved Money 4 data import reliability;
  • Improved sync speed and reliability;
  • Fixed the issue that prevented scheduled transactions from being paid;
  • Fixed an issue that did not allow manual price entry for custom stocks;
  • Fixed various interface bugs;
  • Fixed the issue that caused some text entry fields to lose focus;
  • Improved the interface while using the Chinese language;
  • Investment accounts now allow entering partial stocks (numbers after decimal point);
  • Improved the overall performance and stability of the app.

New in Money 5.0.2 (Apr 12, 2017)

  • Fixed various bugs reported through the 'Contact Support' section;
  • Improved Money 4 data import reliability;
  • Improved sync speed and reliability;
  • Fixed the issue that prevented scheduled transactions from being paid;
  • Fixed an issue that did not allow manual price entry for custom stocks;
  • Fixed various interface bugs;
  • Fixed the issue that caused some text entry fields to lose focus;
  • Improved the interface while using the Chinese language;
  • Investment accounts now allow entering partial stocks (numbers after decimal point);
  • Improved the overall performance and stability of the app.

New in Money 5.0.1 (Apr 4, 2017)

  • Fixed various bugs reported through the 'Contact Support' section;
  • Fixed a crash when adding transactions with location services off;
  • Adding a transaction from the transaction list now adds the transaction to the first account in the list by default;
  • Fixed various interface bugs;
  • Improved overall performance and stability of the app.

New in Money 4.7.5 (Oct 3, 2016)

  • OS X Sierra compatibility improved.

New in Money 4.7.4 (Aug 31, 2016)

  • Direct downloads from Wells Fargo fixed.

New in Money 4.7.3 (Jul 21, 2016)

  • Detection of duplicate transactions during import improved
  • Downloads via WebBank improved
  • New Belarus Ruble (BIN) currency added

New in Money 4.7.2 (Jan 12, 2016)

  • Issue with direct downloads from Chase fixed

New in Money 4.7.1 (Dec 7, 2015)

  • Speed issue with the Cyrillic alphabet fixed.

New in Money 4.7 (Sep 29, 2015)

  • Support for OS X El Capitan added
  • Fixed the location popover issue in the Payee view
  • Fixed the non-default currency issue in loan accounts
  • Fixed the world market data bug in Portfolio

New in Money 4.6 (Nov 10, 2014)

  • Various Yosemite compatibility fixes
  • Fixed issues with the Export screen after changing the export format
  • Improved detection of the date format in data downloaded from Bank of America
  • Georgian lari (GEL) added to the currency list
  • French localization improvements
  • Minor interface fixes
  • Other minor fixes and improvements

New in Money 4.5.5 (Jun 9, 2014)

  • Fixed issue with investment account filters in reports
  • Fixed issue with the settings in Portfolio view
  • Fixed crash following document duplication after QIF import
  • Fixed issue with refreshing the scheduled transactions list
  • Fixed issue of the scheduler date picker
  • Fixed crash when opening some documents from Dropbox
  • Fixed separator bug in CSV import and export
  • Fixed category selection issue on Mavericks
  • Fixed loan balance bug
  • Fixed issues with MT940 import
  • Fixed currency duplication issue
  • Fixed issue of blank export window
  • Fixed check transaction issue in OFX import
  • Fixed bug in displaying Iranian Rial amounts
  • Fixed decimal point issue in the share number field of investment accounts
  • Other minor improvements and bug fixes

New in Money 4.5.4 (Feb 7, 2014)

  • Fixed bugs in balance calculation
  • Fixed issue with the category and payee choosers in the import window
  • Other minor improvements and fixes

New in Money 4.5.3 (Jan 23, 2014)

  • Improved decimal separator selection during import
  • Fixed exporting format issues
  • Fixed issue with negative amounts after exporting to QIF
  • Fixed issue with displaying incomplete list of payee's transactions when filters are selected
  • Fixed issue with currency of unbudgeted transactions
  • Fixed Portfolio sorting issue
  • Fixed issue in subcategory search
  • Fixed cursor issue in search
  • Fixed issue with note duplication in new transactions
  • Fixed calendar syncing issues on OS X Mavericks
  • Fixed freezing issue after opening Future Transactions report
  • Other minor fixes and improvements

New in Money 4.5.2 (Nov 19, 2013)

  • Bug fixes in Dropbox sync
  • Fixed issue with the balance column

New in Money 4.5.1 (Nov 19, 2013)

  • Bug fixes in Dropbox sync
  • Fixed issue with negative and positive amounts after import

New in Money 4.5 (Oct 18, 2013)

  • Added Dropbox storage and syncing
  • Added full support for OS X Mavericks
  • Fixed crash due to certain market values in Portfolio
  • Fixed amount discrepancies when printing checks
  • Improved recognition of decimal marks during data import
  • Improved French localization
  • Minor interface improvements
  • Other minor fixes and improvements

New in Money 4.4.7 (Sep 5, 2013)

  • Transaction type issue when importing OFX files fixed

New in Money 4.4.6 (Aug 27, 2013)

  • Direct downloads from Citibank and First Republic Bank fixed
  • Direct download bug after canceling fixed
  • Date display bug in account reconciliation fixed
  • Custom date selection issue in reports fixed
  • Issue in category merging fixed
  • Password field issue fixed
  • Links to the Help file fixed
  • Checkbox issue in budgets on retina fixed
  • Transaction type issue when importing OFX files fixed
  • Bug in importing notes/payees with diacritic symbols fixed
  • Issue with extra “Total” line in reports fixed
  • French and German localizations improved
  • ZMW currency added
  • Minor interface fixes
  • Other minor fixes and improvements

New in Money 4.4.5 (May 7, 2013)

  • Bug in Net Worth report fixed
  • Other minor fixes and improvements

New in Money 4.4.4 (Mar 26, 2013)

  • Redesigned import window
  • Added duplicate detection during import
  • Added MT940 import
  • Added bulk payee/category editing during import
  • Improved account sorting during import
  • Improved CSV and QIF export
  • Other import/export fixes and improvements
  • Fixed issue with split scheduled transactions after upgrading
  • Fixed report-related crashes after upgrading
  • Fixed smart account-related crashes after upgrading
  • Fixed transaction duplication upon closing the app
  • Improved calculations of investment assets in Net Worth reports
  • Other minor fixes and improvements

New in Money 4.4.3 (Feb 23, 2013)

  • Fixed crash when syncing data files with taxes
  • Fixed bug with data migration from iCloud folders
  • Improvements and bug fixes in reports
  • Improvements and bug fixes in localizations
  • Other minor improvements and bug fixes

New in Money 4.4.2 (Jan 30, 2013)

  • iCloud sync replaced with sync via Wi-Fi.
  • Versions brought back.
  • Fixed bug in bar reports.

New in Money 4.4.1 (Dec 22, 2012)

  • iCloud sync fixes.
  • Automatic download of currency rates fixed.
  • Reports improvements and bug fixes.
  • Bug in importing CSV investment transactions fixed.
  • Bugs of smart rules fixed.
  • Other minor improvements and bug fixes.

New in Money 4.4 (Dec 13, 2012)

  • Added sync via iCloud
  • Added support for retina displays
  • Added import/export via email
  • Added saving of window position and dimensions between app uses
  • Added possibility of disabling Apple’s default currency rounding
  • Improved direct downloading system
  • Improved timing of all-day scheduled payments (12:00 am)
  • Removed mandatory saving after creating new file
  • Fixed issue of multiple Scheduler reminders
  • Fixed import of investment transactions via direct downloads and OFX
  • Fixed list of payee transactions
  • Fixed issue with opening Money v4.2.4
  • Multiple report interface improvements
  • Several import/export fixes

New in Money 4.3 (Oct 25, 2012)

  • Added Foursquare integration
  • Added location functionality in Payees
  • Added support for Mountain Lion
  • Added sandboxing
  • Added category merging
  • Added alert when deleting categories/subcategories with transactions assigned to them
  • Improved French localization
  • Fixed notification error after completing a one-time scheduled transaction or the final payment of a recurring transaction
  • Fixed issue with account scrolling after importing
  • Fixed issue with fiscal year budgets
  • Fixed payee entering in new payee-based transactions
  • Fixed budgeted amount issue in one-time budgets
  • Fixed issues when creating very large reports
  • Fixed graph grading issue in Portfolio
  • Fixed category sorting by favorites
  • Fixed calculation error after editing transaction amounts in Reconcile mode
  • Fixed multi-currency issue when exporting to QIF
  • Fixed new report bug in budget reports
  • Minor interface and usability improvements

New in Money 4.2.4 (May 24, 2012)

  • Fixed crash when some default categories are missing during sync.
  • Fixed crash when adding category and subcategory with the same name.
  • Fixed bug in recognition of license numbers.

New in Money 4.2.3 (May 23, 2012)

  • Improved accuracy of annual percentage rates in loan accounts
  • Improved chart interface in Spending by Payees reports
  • Improved interface in adding new budget items
  • Expanded list of banks that support direct downloads
  • Fixed issue with syncing reports that have been edited on iPhone
  • Fixed Scheduler alert issue after sync
  • Fixed end dates of report periods
  • Fixed bank number error in direct downloads
  • Fixed iCal sync issues
  • Fixed amount and frequency issues in one-time budgets
  • Fixed issue with changing password for direct downloads
  • Fixed crashes related to various choosers
  • Fixed crash when downloading transactions via OFX DIrect Connect
  • Fixed crash when overwriting data files
  • Fixed crash in unnamed accounts
  • Fixed crash when entering new lines in category/payee chooser
  • Fixed error when syncing duplicated files
  • Fixed crash when performing calculations in Detail View
  • Fixed error after double-clicking tag
  • Fixed various sync issues
  • Minor improvements in French localization
  • Other minor fixes and improvements
  • Other minor improvements and bug fixes

New in Money 4.2.2 (Apr 19, 2012)

  • Added scrolling in split scheduled transactions with multiple categories
  • Added keyboard shortcuts for reconciling transactions
  • Added Favorites feature for payees
  • Added search by tags
  • Improved top bar in the transaction list
  • Improved quick entering of transactions
  • Improved detection of iPad/iPads for syncing
  • Improved tag naming
  • Improved localizations
  • Fixed issue with deposit transactions in French version
  • Fixed issue with renminbi in Portfolio
  • Fixed issue when creating a transfer transaction in Categories
  • Fixed sync error after updating Mac and iPhone versions
  • Fixed issue with accounts being deleted after sync
  • Fixed other minor sync issues
  • Fixed password issue after updating
  • Fixed issue with reports of scheduled transactions
  • Fixed issue with budgeting periods
  • Fixed issue with saving full screen status
  • Fixed bug in Undo

New in Money 4.2.1 (Apr 19, 2012)

  • Fixed bugs in sync with the iPhone/iPad versions
  • Fixed bugs in reports of scheduled transactions
  • Other minor improvements and bug fixes

New in Money 4.2.1 (Mar 20, 2012)

  • Fixed bugs in sync with the iPhone/iPad versions
  • Fixed bugs in reports of scheduled transactions
  • Other minor improvements and bug fixes

New in Money 4.2 (Mar 13, 2012)

  • Added multiple budgets
  • Added balance of reconciled transactions
  • Added bar charts for reports of net worth
  • Added quick-add button in Budgets
  • Added payee-based entering of new transactions
  • Added starting account balance as a transaction
  • Added sync with Money for iPad
  • Improved sync with Money for iPhone
  • Improved crash reporting
  • Improved category selection when adding a new transaction
  • Improved French localization
  • Improved color assignment to income/expense transactions
  • Improved list of financial institutions for direct downloads
  • Improved report speed
  • Improved context menu in subcategories
  • Improved speed of opening the Payees section
  • Improved report removal
  • Improved printing of transactions and reports
  • Improved speed of viewing transactions in the thumbnail mode
  • Improved category search in Budgets
  • Improved entering of new categories
  • Fixed transfer duplication issue
  • Fixed CSV and OFX import issues
  • Fixed importing from Money 3
  • Fixed data downloads from Kuala Lumpur Stock Exchange
  • Fixed minor amount discrepancy in investment accounts
  • Fixed currency issues in smart accounts
  • Fixed issue of resetting column widths
  • Fixed crash when adding tags
  • Fixed crash when removing tags
  • Fixed report crashes
  • Fixed crash on undo after deleting an item
  • Fixed crash on undo after importing
  • Fixed PDF exporting
  • Fixed crash when adding a new report
  • Fixed issue with credit card alerts after updating Money 3 file
  • Fixed time zone discrepancies after restoring data file
  • Fixed button disabling after failed sync
  • Other minor improvements and bug fixes.

New in Money 4.1.2 Build 2409 (Oct 27, 2011)

  • Reports bug fixes.
  • Category field bug fixes.
  • Portfolio bug fixes
  • QIF import bug fixes
  • Other minor improvements and bug fixes.

New in Money 4.1.1 Build 2405 (Oct 13, 2011)

  • New feature: Large sidebar icons.
  • Printing Smart Accounts bug fixes.
  • Rounding amounts bug fixes.
  • Reports bug fixes.
  • Import bug fixes.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 4.1 Build 2381 (Sep 27, 2011)

  • New feature: Full Screen.
  • New feature: Versions.
  • Compatibility with Lion bug fixes.
  • Import bug fixes.
  • Other minor improvements and bug fixes.

New in Money 4.0.3 Build 2358 (Aug 10, 2011)

  • Compatibility with Lion bug fixes.
  • Bug fixes in upgrading data files from Money 3.
  • Import bug fixes.
  • Sync bug fixes.
  • Other minor improvements and bug fixes.

New in Money 4.0.2 Build 2346 (Jul 21, 2011)

  • Compatibility with Lion.
  • Smart accounts improved.
  • Portfolio improved.
  • Reports bug fixes.
  • Reconciling bug fixes.
  • Bug in copying transfer transactions fixed.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 4.0.1 Build 2334 (Jul 7, 2011)

  • Bug fixes in upgrading data files from Money 3.
  • Import bug fixes.
  • Budgets improvements.
  • Direct downloads improvements.
  • Portfolio improvements.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 4.0 Beta 14 (Jun 15, 2011)

  • New budget system.
  • Portfolio currencies improved.
  • Bugs in the payee status bar fixed.
  • Upgrade of Money 3 starting balances improved.
  • Show Welcome Screen option added to the Help menu.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2994 Beta 13 (Jun 14, 2011)

  • Choosing default currency for new files improved.
  • Sync bug fixes.
  • Money 3 data file upgrade bug fixes.
  • CSV import bug fixes.
  • Smart Accounts text bug fixes.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2991 Beta 12 (Jun 9, 2011)

  • CSV import bug fixes.
  • Bottom status bar bug fix.
  • Localizations improved.
  • Interface improved.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2986 Beta 11 (Jun 3, 2011)

  • Multiple validations error fixed.
  • Saving bug fixed.
  • Sync improved.
  • QIF import improved.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2979 Beta 10 (May 27, 2011)

  • Sync crash fixed.

New in Money 4.0 Build 2977 Beta 9 (May 26, 2011)

  • New feature: Badge to show a number of checks to be printed. (Overview)
  • Default reports added.
  • French localization added.
  • German localization added.
  • Italian localization added.
  • Beta 7 data files crash with some Smart Accounts fixed.
  • Crash with some Money 3 Smart Accounts fixed.
  • Interface improvements.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2969 Beta 8 (May 21, 2011)

  • New feature: Moving to the Applications folder.
  • New feature: New account sheet appears when creating new document.
  • New feature: Confirmation when deleting reconciled transactions.
  • New category icons.
  • Multi-currencies improved.
  • Case-insensitive autocomplete when adding new currency.
  • Overview bug fixes.
  • Budgeted income bug fixes.
  • Reconciling bug fixes.
  • Account balance calculation bug fixes.
  • Upgrading with Money 3 password-protected accounts improved.
  • Money 3 data file upgrade bug fixes.
  • Fixed crash when closing the welcome screen.
  • Interface improvements.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2959 Beta 7 (May 13, 2011)

  • New feature: Sync with Money for iPhone 2.0
  • New feature: Check/Uncheck selected transactions during import.
  • "Account" column added into Smart Accounts.
  • Smart Accounts bug with multiple currencies fixed.
  • Money 3 data file upgrade bug fixes.
  • QIF import improved.
  • Backup to folder bug fixed.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2947 Beta 6 (May 6, 2011)

  • New feature: Copy transactions when dragging.
  • Saving UI preferences improved.
  • Currencies list updated.
  • QIF improvements and bug fixes.
  • Direct downloads bugs fixed.
  • WebBank's files download bugs fixed.
  • Taxes bugs fixed.
  • Balances calculations bugs fixed.
  • Minor UI issues fixed.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2933 Beta 5 (Apr 23, 2011)

  • QIF import bug fixes.
  • Overview bugs fixed.
  • Portolio bugs fixed.
  • Money 3 data file import improved.
  • Credit Card Accounts improved.
  • Smart Accounts improved.
  • Search improved.
  • Printing reports improved.
  • Minor UI issues fixed.
  • Other minor improvements and bug fixes.

New in Money 3.6.7 Build 2901 (Mar 22, 2011)

  • Help bug fixes.
  • Bug fixes in Invoices preferences.
  • Multi-currencies bug fixes.
  • Smart accounts improved.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 4.0 Build 2889 Beta (Mar 4, 2011)

  • First public beta release.

New in Money 3.6.6 Build 2817 (Dec 2, 2010)

  • Import bug fixes.
  • QIF export bug fixes.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 3.6.5 Build 2510 (Sep 2, 2010)

  • UTF16 files import fixes.
  • Import improved.
  • Reports bug fixes.
  • WebBanks improved.
  • Interface improvements.
  • Other minor improvements and bug fixes.

New in Money 3.6.4 Build 2466 (Aug 10, 2010)

  • New transaction filters added.
  • Speed improved.
  • Interface improvements.
  • Other minor improvements and bug fixes.

New in Money 3.6.3 Build 2477 (Jul 28, 2010)

  • New feature: Invoices search.
  • New feature: Duplicate reports.
  • Sorting improved.
  • Smart accounts bug fixes.
  • Printing account balances bug fixes.
  • QIF import bug fixes.
  • Interface improvements.
  • Other minor improvements and bug fixes.

New in Money 3.6.2 Build 2405 (Jun 30, 2010)

  • New currency added - Botswana Pula (BWP).
  • New currency added - New Turkish Lira (TRY).
  • QIF import bug fixes.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 3.6.1 Build 2347 (Jun 7, 2010)

  • Sync bug fixes.
  • Undo/Redo bug fixes.
  • Date bug in Smart Accounts fixed.
  • Default currency bug fixed.
  • Other minor improvements and bug fixes.

New in Money 3.6 Build 2330 (May 28, 2010)

  • New feature: Full reconciling.
  • New feature: Smart Accounts export.
  • Printing improved.
  • Sorting improved (by number).
  • Portfolio quotes download fixed.
  • Crashes during sync fixed.
  • Import bug fixes.
  • Fixed problems with duplicating.
  • Technical documentation improved.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 3.5 Build 2199 (Apr 21, 2010)

  • New feature: Sync with the iPad version.
  • Transaction dragging bug fixed.
  • Help updated.
  • Other minor improvements and bug fixes.

New in Money 3.4.11 Build 2155 (Mar 31, 2010)

  • Cmd+F shortcut added.
  • OFX import bug fixes.
  • Reports date range bug fixes.
  • Portfolio bug fixes.
  • Other minor improvements and bug fixes.

New in Money 3.4.10 Build 2111 (Mar 3, 2010)

  • CSV Investment transactions import added.
  • QIF import bug fixes.
  • Report bug fixes.
  • Duplicate detection bug fixes.
  • Other minor improvements and bug fixes.

New in Money 3.4.9 Build 2086 (Feb 12, 2010)

  • Sync bug fixes.
  • Budget reports bug fixes.
  • CSV export bug fixes.
  • Import bug fixes.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 3.4.8 (Jan 20, 2010)

  • Japanese localization added.
  • Transaction Center export to CSV file added.
  • Case-insensitive comparison in Payees/Categories.
  • Report bug fixes.
  • Import bug fixes.
  • Other minor improvements and bug fixes.

New in Money 3.4.7 (Dec 29, 2009)

  • WebBank bug fixes.
  • CSV import bug fixes.
  • Taxes bug fixes.
  • Reconciling bug fixes.
  • Other minor improvements and bug fixes.

New in Money 3.4.6 (Dec 21, 2009)

  • Snow Leopard bug fixes.
  • Import bug fixes.
  • Currency rates conversion bug fixes.
  • Reports improved.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 3.4.5 (Nov 24, 2009)

  • WebBank downloads improved.
  • CSV and QIF imports improved.
  • Invoices items sorting improved.
  • Reports improved.
  • Up to 4 decimal numbers supported in Taxes
  • Other minor improvements and bug fixes.

New in Money 3.4.4 (Oct 27, 2009)

  • Sync with Jumsoft Money for iPhone bug fixes.
  • OFX import improved.
  • Other minor improvements and bug fixes.

New in Money 3.4.3 (Oct 8, 2009)

  • Some Snow Leopard compatibility fixes.
  • Russian localization added. (Thanks to Vlasov Yaroslav http://blog.underapples.ru.)
  • Portfolio calculations improved.
  • QIF import improved.
  • Sorting improved.
  • Help updated.
  • Money for iPhone sync with powerpc computers fixed.
  • Other minor improvements and bug fixes.

New in Money 3.4.2 (Sep 3, 2009)

  • Snow Leopard compatibility.
  • Sync with the iPhone version improved.
  • Upgrade from previous Money versions improved.
  • Localizations improved.
  • Other minor improvements and bug fixes.

New in Money 3.4.1 (Aug 20, 2009)

  • A bug in initial sync with the iPhone version fixed.
  • Help updated.
  • Other minor improvements and bug fixes.

New in Money 3.4 (Aug 18, 2009)

  • New feature: sync with iPhone version.
  • Added new currency - Azerbaijan Manat (AZM).
  • Invoices have been improved.
  • Fixed bug with data revert.
  • Fixed bug with default currency after first launch.
  • Fixed bug with invoices auto numeration.
  • Minor interface improvements.
  • Localizations have been improved.
  • Other minor improvements and bug fixes.

New in Money 3.3.3 (Jun 29, 2009)

  • WebBank file download has been improved.
  • Transactions sorting has been improved.
  • Quote and price use 4 decimal places by default.
  • Minor interface improvements.
  • Other minor improvements and bug fixes.

New in Money 3.3.2 (Jun 9, 2009)

  • Added new currency - Malagasy Ariary (MGA).
  • Import has been improved.
  • Fixed some problems with multi-currencies.
  • Other minor improvements and bug fixes.

New in Money 3.3.1 (May 14, 2009)

  • Improved import (uses UTF8 encoding by default).
  • Reports have been improved.
  • Fixed bug with Simple invoice style and multiple pages.
  • Fixed problem with transfer transactions reconciliation.
  • Localizations have been improved.
  • Other minor improvements and bug fixes.

New in Money 3.3 (Apr 15, 2009)

  • New feature: Invoice templates editor.
  • WebBanks have been improved.
  • QIF import have been improved.
  • Fixed bug with Smart Accounts deletion.
  • Minor interface improvements.
  • Localizations have been improved.
  • Other minor improvements and bug fixes.

New in Money 3.2.5 (Mar 17, 2009)

  • New feature: Exporting reports to csv file.
  • Fixed bug with grid icon when adding new subcategory.
  • WebBanks have been improved.
  • Invoices have been improved.
  • Reports have been improved.
  • Other minor improvements and bug fixes.

New in Money 3.2.4 (Feb 2, 2009)

  • Added Italian localization.
  • Added Dutch localization.
  • New Invoice Style - Simple.
  • Invoices have been improved.
  • Fixed problem with saving.
  • Fixed problem with loan accounts.
  • Reports have been improved.
  • Other minor improvements and bug fixes.

New in Money 3.2.3 (Jan 15, 2009)

  • Password protection has been improved.
  • QIF import has been improved.
  • Reports have been improved.
  • Categories grid view has been improved.
  • Fixed taxes calculation.
  • Fixed bug with sending reports and invoices.
  • Other minor improvements and bug fixes.

New in Money 3.2.2 (Dec 23, 2008)

  • New feature: Currency rates download on startup.
  • Fixed problem with currency rates download.
  • Fixed reports bug with multiple currencies and accounts.
  • Fixed bug with payees combobox sorting.
  • Fixed bug with hiding "Closed Accounts" group.
  • Other minor improvements and bug fixes.

New in Money 3.2.1 (Dec 4, 2008)

  • Fast transactions adding (hold Ctrl and press OK).
  • Added Invoice Styles button.
  • Import has been improved.
  • Fixed Invoices bug with company duplication.
  • Fixed bug with search.
  • Fixed bug with grid size save.
  • Fixed problem with subcategories in bills.
  • Other minor improvements and bug fixes.

New in Money 3.2 (Nov 25, 2008)

  • New feature: Grid View.
  • New Portfolio interface.
  • New sheets interface.
  • Improved csv import.
  • Improved search.
  • Improved French, German localizations.
  • Fixed problem with reports date ranges.
  • Fixed problem with taxes.
  • New Uncategorized icon.
  • Other minor improvements and bug fixes.

New in Money 3.1.2 (Oct 16, 2008)

  • Improved speed.
  • Improved German localization.
  • Fixed Transaction Center balances when using multi-currencies.
  • Fixed problem with hiding columns in reports.
  • Fixed problems with duplicating.
  • Fixed shortcuts.
  • Other minor improvements and bug fixes.

New in Money 3.1.1 (Oct 14, 2008)

  • Added German localization. (Many thanks to Diana Wagner).
  • Improved autocomplete.
  • Fixed problems with splitted transactions.
  • Other minor improvements and bug fixes.

New in Money 3.1 (Oct 2, 2008)

  • New feature: Taxes.
  • New feature: Library (Transactions Center, Flagged, Uncategorized).
  • New feature: Flagging transactions.
  • New feature: Transactions Cover Flow.
  • New feature: Reports customization.
  • Option to use subcategory field.
  • Fixed OFX investment data import.
  • Fixed bug with invoice transactions copying.
  • Fixed bug with transfer and multi-currencies.
  • Fixed problem with invoice taxes.
  • Other Interface improvements.
  • Other minor improvements and bug fixes.

New in Money 3.0.4 (Aug 26, 2008)

  • Fixed problems with some smart criteria.
  • Fixed invoice bug with taxes.
  • Fixed some bugs with reports and localizations.
  • OFX import has been improved.
  • Other minor improvements and bug fixes.

New in Money 3.0.3 (Aug 11, 2008)

  • Added French currencies translations.
  • Fixed bug with reports and subcategories.
  • Other minor improvements and bug fixes.

New in Money 3.0.2 (Aug 8, 2008)

  • Added French and Chinese localizations.
  • Added more Budget periods.
  • Fixed bug with categories when editing multiple transactions.
  • Fixed bug when after launch selected account has passsword.
  • Fixed bug with selection after editing transaction.
  • Other minor improvements and bug fixes.

New in Money 3.0.1 (Jul 30, 2008)

  • New feature: CSV export.
  • CSV import has been improved.
  • Ability to hide Portfolio and Invoices.
  • Fixed powerpc bug.
  • Fixed problem with Budget Monitor and subcategories.
  • Fixed bug with remembering sorting info.
  • Other minor improvements and bug fixes.

New in Money 2.5.9 (Jul 9, 2008)

  • New feature: Backup to Hard disk.
  • Fixed bug with total balance in the reconcile window.
  • Fixed problem when fonts are missing.
  • Fixed bug with save while running on Tiger.
  • Other minor improvements and bug fixes.

New in Money 2.5.8 (Apr 24, 2008)

  • New feature: Ability to change account type.
  • New feature: Ability to change transaction type.
  • New feature: Auto-fill by payee's last transaction.
  • QIF import has been improved.
  • Other minor improvements and bug fixes.

New in Money 2.5.7 (Mar 18, 2008)

  • Added new currency - Angola Kwanza (AOA).
  • Import has been improved.
  • Sorting has been improved.
  • WebBanks have been improved.
  • Quotes download has been fixed.
  • Other minor improvements and bug fixes.

New in Money 2.5.6 Build 660 (Feb 21, 2008)

  • Added account name column in Smart Accounts.
  • QIF import has been improved.
  • Other minor improvements.
  • Other small bug fixes.

New in Money 2.5.5 (Jan 30, 2008)

  • Fixed undo bug after deleting transaction.
  • Fixed autocompletion in comboboxes.
  • QIF import has been improved.
  • OFX import has been improved.
  • Other small bug fixes.

New in Money 2.5.4 (Jan 11, 2008)

  • New feature: Duplicates detection when importing.
  • New feature: Cut, copy, paste of transactions.
  • New feature: Scrolling to the bottom of transactions view.
  • Fixed QIF comments import.
  • Fixed bug with reports show.
  • Other small bug fixes.

New in Money 2.5.3 (Dec 21, 2007)

  • New feature: Editing multiple transactions.
  • New feature: Editing multiple payees. (Changing their type).
  • New feature: Ability to exclude Labels with Zero Values in Reports.
  • New feature: Transaction inherits label color from the bill that created it.
  • Added new currency - Serbian Dinar (RSD).
  • Fixed bug with default categories' duplication.
  • Other small bug fixes.

New in Money 2.5.2 (Dec 4, 2007)

  • New feature: Added options "before tomorrow" and "after today" to Report's criteria.
  • Fixed QIF categories import.
  • Fixed OFX payees import.
  • WebBanks were improved.
  • Other small bug fixes.

New in Money 2.5 (Nov 7, 2007)

  • Compatibility with Leopard.
  • New feature: Address Book integration and vcard import.
  • QIF import has been improved.
  • Added preview sheet when importing to an existing account.
  • Matching categories and payees after import.
  • Data file upgrading from earlier versions has been improved.
  • Other small bug fixes.

New in Money 2.3.1 (Sep 14, 2007)

  • QIF and OFX imports have been improved.
  • New feature: Table views will now save custom column ordering and widths.
  • Added ability to download currency rates from internet.
  • Added Transaction Status to Smart Account's criteria.
  • Fixed update of Total Column after editing transaction.
  • Other small bug fixes.