What's new in My Money 2.0.94
Mar 10, 2015
- Changed Reconciliation workflow so Downloaded and Cleared transactions
- are marked Reconciled automatilly
- Account sparklines and trends now show 6-month data spans
- Electronic transactions status survives after user edits
- Updated MacOS run-time to jre-7u67-macosx-x64
- Cumulative Bug fixes
New in My Money 2.0.91 (Jan 17, 2015)
- Added OFX 2.0.3 Spec Support
- Added support for Suncorp Bank (suncorpbank.co.au) eStatements
- Integration with Shopify data
- Misc:
- Data Input Fonts are now customizable
- Fixed Register Sorting issues
- Cumulative Bug fixes
New in My Money 2.0.90 (Nov 4, 2014)
- Fixed MacOS Yosemite related issues
- Fixed "Transaction edit stalling" named issue
- Fixed code-signing algorythm
- Fixed "Unable to run /usr/bin/open" while sandboxed
New in My Money 2.0.89 (Aug 26, 2014)
- Changed Reconciliation workflow so Downloaded and Cleared transactions are marked Reconciled automatilly
- Account sparklines and trends now show 6-month data spans
- Electronic transactions status survives after user edits
- Updated MacOS run-time to jre-7u67-macosx-x64
- Cumulative Bug fixes
New in My Money 2.0.88 (May 17, 2014)
- This update contains important performance and reliability fixes for OS X 10.9 (Mavericks)
- Full Retina Display support on Mac OS X.
- Previously rendering had been blurry. See 8000629
- Fixed pdf printing on Mavericks
- Cumulative Bug fixes
New in My Money 2.0.87 (Oct 26, 2013)
- Fixed Lists Table Sorting preferences
- Added Total Recalc function to Portfolios
- Updated CitiBank OFX Server Direct Access Information
- Fixed imports for German originated QIF Files
- Increased support of fractional digits to 6 to match Computershare data
- Bug fixes
New in My Money 2.0.86 (Jun 15, 2013)
- Fixed Quicken Essentials for Mac (QEM) category parsing
- Fixed Quicken Essentials for Mac (QEM) missing check numbers
- Mac: Transitioned to native Cocoa file handling and selection
- Mac: Added native layer to handle bookmarked secure resources
- Investments: fixed a bug preventing automated quote updates on startup
New in My Money 2.0.85 (Apr 24, 2013)
- Added import of Quicken Essentials for Mac (QEM) data
- Fixed Delta Community Credit Union connection information
- Added extra security lookups by ISIN/SEDOL, when specified
- Added support for Canadian Mortgage interest compounding
- Fixed backup logic for Mac Appstore versions
- Bug fixes
New in My Money 2.0.84 (Mar 15, 2013)
- Mac: MyMoney is listed in Mac AppStore
- Mac: Minimum requirement for MacOS is changed to OS X 10.6.8 or later
- All: The software is transitioned to OpenJDK project
- Linux: We are re-evaluating Linux distribution
- Bug fixes
New in My Money 2.0.83 (Dec 8, 2012)
- Mac: Adding Sandboxing in preparation for Mac Appstore Listing
- Bug fixes
New in My Money 2.0.82 (Dec 8, 2012)
- Fixed Chase OFX/QFX downloads, updated OFX server information
- Bug fixes
New in My Money 2.0.81 (Aug 18, 2012)
- Fixed backup logic on MacOS Lion and Mountain Lion
- Deprecated syncronization with Google Finance
- Mountain Lion Note - Gatekeeper needs to be set to "Anywhere"
- Bug fixes
New in My Money 2.0.80 (Jun 23, 2012)
- Integration with mymoneylive.com
- Bug fixes
New in My Money 2.0.78 (Apr 23, 2012)
- MyMoneyLive Beta Build #3
- Bug fixes
New in My Money 2.0.77 (Mar 17, 2012)
- Fixed OFX balance generation issues when exporting data
- Added Automated Bug Submission in MyMoneyLive
- Added Portfolio rebalancing in Investments
- MyMoneyLive Beta Build #2
New in My Money 2.0.76 (Feb 27, 2012)
- Fixed American Express OFX synchronization issues
- Fixed dropbox syncronization issues
- Fixed Mac OS X Lion compatibility issues
- MyMoney bug fixes
New in My Money 2.0.75 (Jan 23, 2012)
- MyMoneyLive bug fixes
- MyMoney bug fixes
New in My Money 2.0.74 (Dec 17, 2011)
- MyMoneyLive WebUI released to closed beta
- Bug Fixes
New in My Money 2.0.73 (Oct 22, 2011)
- MyMoneyLive: added Register and Accounts Manager for the web
- Bug Fixes
New in My Money 2.0.72 (Sep 24, 2011)
- Added Refactoring commands for Quick Edit:
- Find all unused Payees
- Remove them
- MyMoneyLive: added APIs for the web version
- Bug Fixes
New in My Money 2.0.71 (Aug 27, 2011)
- Investments: Changed handling of imported data so the unit prices are adjusted to match broker reported transaction totals
- MyMoneyLive: added APIs for the web version
- Bug Fixes
New in My Money 2.0.70 (Jul 25, 2011)
- Fixed handling of Citi Bank generated OFX data
- Fixed ticker resolution for some Italian issues
- Fixed Google Finance sync issues
- Bug Fixes
New in My Money 2.0.69 (Jun 18, 2011)
- Added support for Amazon.com App store
- Bug Fixes
New in My Money 2.0.68 (May 7, 2011)
New in My Money 2.0.67 (Apr 2, 2011)
- Added 2 way sync with Google Finance
- Bug Fixes
New in My Money 2.0.66 (Feb 19, 2011)
- Added user defined reports
- Fixed incorrect position resolution for a given CUSIP
- Porfolio Analyst released to beta
- Bug Fixes
New in My Money 2.0.65 (Jan 15, 2011)
- Fixed OFX connection issues for MorganStanley SmithBarney brokerages
- Fixed refactoring logic for Categories and Sub Categories
- Fixed downloading of bank transactions marked as XFR/XFER
- Updated database engine to the latest version (Apache Derby 10.7.1.1)
- Bug Fixes
New in My Money 2.0.64 (Dec 18, 2010)
- Changed Printed Checks Barcodes to EAN-128A
- Subcategoies are properly sorted in all picklists
- Favorite Payees are grouped together in payee picklists
- Recently used Payees are highlighted/pinned in picklists
- Added Number Removal/Preservation options to downloaded data normalization
- Bug Fixes
New in My Money 2.0.63 (Nov 20, 2010)
- Added a new Search functionaility: Search by Amounts, Payees, Categories
- Added End of the Calendar/Business Month to Date Ranges
- Fixed Monthly Memorized Transactions
- Fixed application hanging in Account Forecasts
- Bug Fixes
New in My Money 2.0.62 (Oct 23, 2010)
- Added a new option to better control Bank Post Dates resolution
- Fixed OFX issues with missing currency definitions
- Fixed synchronization issues with Fifth Third Bank
- Fixed Fidelity Investments OFX "account-up-to-date" issue
- Fixed spiking balances in Account Forecasts
New in My Money 2.0.61 (Oct 1, 2010)
- Printing of Deposit Slips (compatible with Peachtree or Quickbooks)
- Account Spark Lines are color coded / optional
- Added right mouse click popups in Account Registers
- Greek Translation: ευχαριστίες Vassileios Bamiatzis
- Fixed issues with moving positions between Portfolios
- Added Account Market Value reporting to Balance Sheets
- Performance Improvements
New in My Money 2.0.60 (Sep 11, 2010)
- Microsoft Money Imports: Transactions with Missing Payees are allowed to go through
- Fixed issue with Transaction Dates reset after Split Adjust Dialog
- Added new Date Range options
- Added Font customization for Checks and Deposit Slips
- Added Maximum Balance visualization
- Added Account sparkline visualization
New in My Money 2.0.59 (Aug 21, 2010)
- Investment Positions are automatically reconciled against brokerage reported balances
- Modified workflow for Income Reinvestment Transactions
- Added Balance Sheet reports
- All reports are localized
- Historical snapshots added to Account forecasting
- Fixed decimal point issues in Calculator
- Bug fixes
New in My Money 2.0.58 (Jul 31, 2010)
- Updated Financial Institutions directory
- Added two new refactoring options:
- Convert downloaded transaction to Transfer
- Convert downloaded transaction to Split-Transfer
- Fixed Register filter losing focus while typing
- Added extra step in Memorized Transactions workflow:
- Transaction will be popped up in an editor before manual entry
- Fixed Exchange Rates precision issue
- All Reports have been recompiled so all fonts are user customizable
- Bug fixes
New in My Money 2.0.57 (Jul 10, 2010)
- Updates to all translations
- Updates to the online manual
- Portfolio Manager released to retail
- Bug fixes
New in My Money 2.0.56 (Jun 12, 2010)
- Added Amount tolerance to Data Matching algorithm
- Expanded (to 18) sources for Historical Stock Prices
- Fixed locale conversions in Investment dialogs
- Added parsing of 401k Positions
- Added Portfolio Summary system report
- Updated Spanish translation
New in My Money 2.0.55 (May 15, 2010)
- Major revisions to QIF Importing functionality, previosly discarded QIFs are backfilled with data, cleansed and allowed to go through.
- Added Porfolio Cashlows visualization
- Added Portfolio Composition visualization
- Added Security Charting tools
- Added support for old OFX spec (1998/DTD1.5)
- Category Autofills are transaction type sensitive
- Bug fixes
- Updated OFX Information for:
- TD Bank
- RBC Wealth Management (RBC Dain Rauscher)
New in My Money 2.0.54 (Apr 24, 2010)
- Added new options to control Dates on Check Entry
- Added new Date Ranges options
- INVEST:
- Added Average Cost Basis to all Gain/Loss calculations
- Added Newton-Raphson method to all IRR calculations
- Bug fixes
New in My Money 2.0.53 (Mar 20, 2010)
- Fixed Reconciliation workflow issues
- Accounts Manager will show Account totals and running balance
- New refactoring option: Copy Payee into Memo
- Updated OFX Connection Settings for American Express
- INVEST:
- Fixed commision/fee logic on BUY transactions
- Added manual price updates for securities
- Added Quote normalizer for automatic pence->pound conversions
- Positions could be moved between porfolios on the same account
- Microsoft Money generated balances will be ignored on CSV-8 formats
- Fixed QIF importing issues for Accrued Interest and Bond Payments
- Fixed unit and unit price precision issues in dialogs
- Added Portfolio/Position metrics: Gain/Loss(Total|Unrealized|Realized),Quantity,Return Rates
New in My Money 2.0.52 (Feb 20, 2010)
- Replaced OFX Banks Balance with Todays Balance on info screens
- Fixed overcounting issue in accounts forecasting
- Fixed repeat payment issue on P&L reports
- Updated Spanish translation
- INVEST:
- Added trade technical indicators to analytics
- Released Mac and Linux versions into public open beta
New in My Money 2.0.51 (Jan 30, 2010)
- Fixed Date conversion issues when importing from certain banks
- Numerics can be right aligned in Accounts, Portfolios and Positions tables
- Fixed loan payments reporting on P&L reports
- Updated OFX Connection Settings for:
- Chase Bank
- Mountain America Credit Union
- LOAN:
- Assets can be assigned to existing loans
- Fixed miscellaneous loan workflow issues
- INVEST: Released windows version into public beta.
New in My Money 2.0.50 (Dec 28, 2009)
- Added Mortgage Setup Workflow
- Loans can be associated with Asset Accounts
- Expanded Currency Exchange dialog to calculate rates in addition toamounts
- Better support for French (and French derived) number formats
- Tag history dialog will calculate and display tag running balances
- Manual Backup dialog will prompt for backup folder if needed
- INVEST:
- Added support for multiple portfolios per Investment Account
- All Existing databases will be upgraded to Investment schema
- Mac:
- Fixed UI elements broken by Java for Mac OS X 10.6 Update 1
New in My Money 2.0.49 (Nov 20, 2009)
- Added Comparative Profit and Loss Reports
- Fixed issue with multiple-split transfers booked twice on P&L reports
- Fixed issue with fractional precision on Loan interest rates; it is now possible to originate and track loans with unlimited fractional points
- Unwanted OFX Normalization could be switched off
- Fixed issues with spot exchange rates applied incorrectly on EURUSD pairs
- Provided a workaround for Wachovia OFX communications
- INVEST: Added Import of Investment data from:
- Microsoft Money (CSV-12) formats
- QIF Investment (Standard) formats
- QIF Investment (German) formats
- OFX Investments
New in My Money 2.0.48 (Oct 24, 2009)
- Added synchronization with Investment Checking Accounts
- It is now possible to synchronize checking accounts held at Investment Companies;
- INVEST: Added
- Reinvestment of Capital Gains
- Reinvestment of Dividents
- Automatic Entry Transactions:
- It is now possible to schedule Recurring Transactions to be posted automatically at specified times
New in My Money 2.0.47 (Sep 19, 2009)
- Chart Of Accounts(COA) will summarize and show category totals
- Spot currency exchange rates are resolved and applied automatically
- Register Navigator is now properly resizable
- Added support for zero interest rates on Loans
- Fixed issue with Loan payments not following amortization table
- Fixed issue with memorized transactions skipped when moved on a calendar
- Mac: Snow Leopard compatibility fixes
- INVEST - Added:
- Commodity Channel Index
- AR/BR Indicator
- Directional Movement Index
- Exponential Moving Average
- Added Dutch Translation
New in My Money 2.0.46 (Aug 21, 2009)
- Closed named issue 2447 (Chicago Split).
- Under certain conditions large memorized splits persisted incorrectly.
- INVEST: Added Technical Analysis display.
- INVEST: Added Bollinger Bands indicators.
- Added customizable Date ranges on the reports.
- Predefined check numbers are user-customizable.
- Fixed P&L(Custom) calculation.
- Added Portuguese Translation.
- Added Italian Translation.
New in My Money 2.0.45 (Jul 18, 2009)
- BETA: Added syncronization with FreshBooks.com.
- Form autofills are now optionable.
- Loans could be recalculated for length and APR with loan amortization tables. properly updated; added balloon payment provisions to the loan terms.
- Splits are properly sorted in all split transactions dialogs.
- Added Profit and Loss (P&L) Reports.
- Added Euro Ribbon pack.
- Added Dollar Faces Ribbon pack.
- Added German Translation.
New in My Money 2.0.44 (Jun 18, 2009)
- Added support for Fortis Banking Group OFX formats.
- Added accounting support for Loan related fees, expenses and transfers.
- Balance forecasting is expanded to include Loans.
- History searches will show accumulated totals.
- Fixed disappearing FID in bank synchronization dialog.
- Added Date ranges to automatic synchronizations, it is now possible to specify download start and end date ranges.
- All calculators are now Account Locale sensitive.
- Fixed AquaComboBoxEditor issue on certain Macs receiving MacOS updates.
New in My Money 2.0.43 (May 22, 2009)
- Added Transaction Tagging functionality.
- List Manager is expanded to hanlde custom tags.
- Added New Loan Wizard workflow.
- Added Quick Loan Calculator.
- Added Loan Amortization Scheduler.
- Search is tuned to locate records in closed and archived accounts.
- Added ledger entries merging functionality.
- Fixed memorized dates range issues: bugzilla#2098,2099,2100, 2121,2129,2143,2152,2162,2164,2167,2169,2170,2190,2220,2231,2242,2243,2263,2267,2282,2283,2286,2288,2290,2299,2307,2313 2314,2315,2316,2322.
New in My Money 2.0.42 (Apr 17, 2009)
- Business check printing is enabled, supported templates are:
- Form #7000 Standard laser checks - 3 per Page.
- Form #7200 Business Voucher checks.
- Checkbook Printing enabled.
- Added Currency Converter.
- Auto-Fill will recall and prefill recent amount on new checks.
- Added current Account balance sparkline to Registers info panel.
- Timezones can be customized independent from OS.
- Mac: Performace improvements on large datasets.
- Mac: Slow scrolling issue in register tables fixed.
New in My Money 2.0.41 (Mar 21, 2009)
- Added new Transaction Type - Template.
- Memorized transactions are now editable and templatable.
- Check for updates on a program startup is optionable.
- Fixed the sorting of entries on a single day issue.
- Fixed the payee resolution issue on mixed split transactions.
- Reconciliation workflow changes:
- Account recons can be temporarily postponed.
- New transactions support during recons.
- Added British currency ribbon pack.
New in My Money 2.0.40 (Feb 18, 2009)
- Added Southeast Asian currencies.
- My Money is now compatible with Unicode CLDR Project providing better support for formatting of localized dates, times, time zones, numbers, currency values; sorting text; choosing languages or countries by name.
- Added Calendar Tab functionality, it is now possible to visualize and manage upcoming and pending Bills and Deposits from the Calendar view.
- My Money Calendar is now compatible with Google and MacOS Calendars.
New in My Money 2.0.39 (Jan 16, 2009)
- Check numbers are enabled for split transactions.
- Spanish translation.
- Added Categorized reports.
New in My Money 2.0.38 (Dec 28, 2008)
- Added support for Pending Transactions.
- Added Database maintenance options including:
- Checking data for consistency and integrity.
- Rebuilding data and indexes.
- Support for freezing and unfreezing of data.
- Automated data backup options.
- Performance improvements on large databases.
- Support fot left-to-right languages.
New in My Money 2.0.37 (Nov 7, 2008)
- Numerous fixes on mixed splits and split withdrawals workflows.
- Transfers are properly resolved and recorded in reports.
- Database Access permissions: 740,871,1219,1266,1394,1481,1497,1501.
- Database Autoloaders: 93, 98, 102, 224, 625, 855, 1067, 1121, 1144, 1145, 1146, 1147, 1393, 1558, 1559.
- Invalid split transfers: 485,975,1518,1536,1560.
New in My Money 2.0.36 (Oct 24, 2008)
- Microsoft Money importing improvements:
- Duplicate transactions are allowed to go through
- Invalid imported splits are fixed when possible
- Performance Improvements
New in My Money 2.0.35 (Oct 10, 2008)
- Data Exports are enabled:
- Exports to: legacy Quicken, regular Quicken, QuickBooks and QuickBooks Accountant.
- Exports to Microsoft CSV-8 formats.
- New search functionality to find transactions with missing payees, no categories or potential duplicates.
- Currency exchange rates are properly accounted for when transfering funds between accounts.
- Support for discount, effective and nominal rates.
New in My Money 2.0.33 (Sep 12, 2008)
- New Category/SubCategory views in the register.
- Categories and Payees could be setup to be color highlighted.
- New duplicate transactions search options.
- New Loan Account type added.
- Mac/Linux: UI is synced up with Windows version.
New in My Money 2.0.32 (Aug 29, 2008)
- Customization options for OFX connections to banks
- Product licensing is enabled
- Bug fixes: File permissions issues while creating new database
- Bank status issues
- Reconciled dialog issues addressed
New in My Money 2.0.31 (Aug 1, 2008)
- Recurring bills and deposits are enabled.
- Account balance forecasting added to analytics
- New refactoring option: Quick swap of Payee and Memo fields
- Bug fixes: Plugin Issues, QIF Importing issues
New in My Money 2.0.30 (Jul 7, 2008)
- Fixed OFX signup and downloading issues for: U.S. Bancorp (usbank.com)
- Reconciling Credit Cards (and liabilities in general) assumes that end balances are negative, similar to paper statements.
- Popup help is user restrainable
- Transactions types are 'actionable', user can change them through menus or keyboard shortcuts
- Details of OFX connections can be captured for analysis (@see wiki for instructions)
- Bug fixes: Field truncation bugs; EDT issues
New in My Money 2.0.29 (Jun 4, 2008)
- Fixed OFX signup and downloading issues for: Chase Bank (U.S. consumer and commercial banking) and Fidelity Investments
New in My Money 2.0.28 (May 30, 2008)
- Autosync with the the participating banks is enabled. It is now possible to update your account information and download data into My Money database directly from a bank.
- Bug fixes
New in My Money 2.0.26 (May 10, 2008)
- Many improvements on downloaded data matching:
- We now match data by statistically significant string fragments and allow to fine-tune this through options.
- We use N-Gram analysis (@see wiki) and Markov chaining to calculate internal data rankings.
- Added Canadian Banks information to the master bank file
- Mac: First 64-bit build
New in My Money 2.0.24 (Apr 26, 2008)
- Bug fixes and performance improvements.
New in My Money 2.0.22 (Apr 5, 2008)
- Multi-Account QIF support, imports from Quicken/Mac, Moneydance, iBank and Jumsoft Money
- Memorized Transactions are enabled
- Performance fixes
- Lists of FI's and Banks are now Quicken compatible
- Added Transacion editing in Reconciliation dialog
- Numerous bug fixes