April 24th, 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
March 15th, 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
December 8th, 2012· Mac: Adding Sandboxing in preparation for Mac Appstore Listing
· Bug fixes
December 8th, 2012· Fixed Chase OFX/QFX downloads, updated OFX server information
· Bug fixes
August 18th, 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
June 23rd, 2012· Integration with mymoneylive.com
· Bug fixes
April 23rd, 2012· MyMoneyLive Beta Build #3
· Bug fixes
March 17th, 2012· Fixed OFX balance generation issues when exporting data
· Added Automated Bug Submission in MyMoneyLive
· Added Portfolio rebalancing in Investments
· MyMoneyLive Beta Build #2
February 27th, 2012· Fixed American Express OFX synchronization issues
· Fixed dropbox syncronization issues
· Fixed Mac OS X Lion compatibility issues
· MyMoney bug fixes
January 23rd, 2012· MyMoneyLive bug fixes
· MyMoney bug fixes
December 17th, 2011· MyMoneyLive WebUI released to closed beta
· Bug Fixes
October 22nd, 2011· MyMoneyLive: added Register and Accounts Manager for the web
· Bug Fixes
September 24th, 2011Added Refactoring commands for Quick Edit:
· Find all unused Payees
· Remove them
· MyMoneyLive: added APIs for the web version
· Bug Fixes
August 27th, 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
July 25th, 2011· Fixed handling of Citi Bank generated OFX data
· Fixed ticker resolution for some Italian issues
· Fixed Google Finance sync issues
· Bug Fixes
June 18th, 2011· Added support for Amazon.com App store
· Bug Fixes
May 7th, 2011· Bug Fixes
April 2nd, 2011· Added 2 way sync with Google Finance
· Bug Fixes
February 19th, 2011· Added user defined reports
· Fixed incorrect position resolution for a given CUSIP
· Porfolio Analyst released to beta
· Bug Fixes
January 15th, 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
December 18th, 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
November 20th, 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
October 23rd, 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
October 1st, 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
September 11th, 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
August 21st, 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
July 31st, 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
July 10th, 2010· Updates to all translations
· Updates to the online manual
· Portfolio Manager released to retail
· Bug fixes
June 12th, 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
May 15th, 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)
April 24th, 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
March 20th, 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
February 20th, 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
January 30th, 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.
December 28th, 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
November 20th, 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
October 24th, 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
September 19th, 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
August 21st, 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.
July 18th, 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.
June 18th, 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.
May 22nd, 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.
April 17th, 2009Business 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.
March 21st, 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.
February 18th, 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.
January 16th, 2009· Check numbers are enabled for split transactions.
· Spanish translation.
· Added Categorized reports.
December 28th, 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.
November 7th, 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.
October 24th, 2008Microsoft Money importing improvements:
· Duplicate transactions are allowed to go through
· Invalid imported splits are fixed when possible
· Performance Improvements
October 10th, 2008Data 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.
September 12th, 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.
August 29th, 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
August 1st, 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
July 7th, 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
June 4th, 2008· Fixed OFX signup and downloading issues for: Chase Bank (U.S. consumer and commercial banking) and Fidelity Investments
May 30th, 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
May 10th, 2008Many 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
April 26th, 2008· Bug fixes and performance improvements.
April 5th, 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
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