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iCash Changelog

What's new in iCash 7.6.5

Apr 20, 2018
  • Chart panel now displays all accounts or payees of selected type if no category has been selected. Fix: Chart panel not displaying payees in the payee pull-down menu. Fix: Double-click on Overview panel payee list not opening the selected payee. Fix: Crash on exiting the application on given occasion. Fix: The buttons and menus when viewing payees in main panel have been all verified.

New in iCash 7.6.3 (Apr 1, 2018)

  • The Statistics panel has been fully rewritten since it was not possible to port it to 64-bit.
  • Fix: Bank Statement import rules column resizing issue.
  • Fix: Icon in listbox display issue in Retina/Hi-Dpi screens.

New in iCash 7.6.2 (Feb 7, 2018)

  • [Chg] Cancelling the creation of a new account when entering transactions return the focus to the related field. The application no longer displays Update Plan expiration alerts when the option for checking for new versions has been deactivated. Maxprog server will no longer send Update Plan expiration notifications when the option for checking for new versions has been deactivated. Fix: Currency update from the internet now works again. Fix: Issue when entering a new payee when part has been autocompleted with wrong case.

New in iCash 7.6.1 (Jun 21, 2017)

  • It is now possible to display the '+' sign on all positive amounts, new preference setting.
  • The application now asks user for creating new accounts when entering transactions.
  • 'About app' window last line has a hidden contextual menu with info, registration, unregistration and setting reset options.
  • The Bank Statement import preview now identifies with a red background the entries with default values (not processed by a rule).
  • When browsing thru the Bank Statement import file records, matching rule gets selected automatically in the rule list (if any).
  • The Bank Statement import data column viewer now displays tooltips so we can see all the text.
  • Transaction entry debit account pull-down list order has been restored, bank is again listed first.
  • The Bank Statement import preview now uses better coloring for the transaction amounts.
  • The Bank Statement rule editor now capitalizes the comment part according to capitalization settings.
  • Fix: Duplicate/Transfer window crash on Windows.
  • Fix: Add Now window crash on Windows (when called from scheduler).
  • Fix: Hi-DPI picture issue on Windows.
  • Fix: Red color for scheduled transactions has been restored in the Account Statement report.
  • Fix: Bank Statement import issue with rules when comment includes given characters like comma, colon, semicolon, pipeline, etc.
  • Fix: The Bank statement import uppercase option now only affects first character, others are lowercased.

New in iCash 7.6 (Jan 22, 2017)

  • iCash now supports Hi-DPI/Retina screen mode. All toolbar and control buttons have been replaced by Hi-DPI/Retina grey icons. All icons and pictures used by the application have been redesigned to be Hi-DPI/Retina. Fix: Crash when using the 'File > Print' and 'File > Page Setup' menus on macOS 10.12 (Sierra). Fix: Documents not recognizing iCash as the appropriate viewer/editor. Fix: Startup folder not expanding automatically after closing the document with it expanded. Fix: Calendars not showing previous year last month when going backward. Fix: The transaction comment field text is no longer deleted when moving the cursor and adding new text. Fix: Statistics panel aesthetic small fixes.

New in iCash 7.5.9 (Oct 12, 2016)

  • Fix: Issue with multiple transaction editor not showing the comboboxes menus.
  • Fix: Return key not handled properly in Comment and Project fields.
  • Fix: Totals not visible next to 'Transaction' when selecting several transactions.
  • Fix: Key shortcuts using the shift key no longer blocked by transaction input fields.
  • Fix: Payee, comment and project fields no longer deleted when going thru fields.
  • Fix: Switching panels no longer reset the transaction entry panel.

New in iCash 7.5.8 (Jun 17, 2016)

  • When selecting several transactions the input panel is now reseted and cleared. When on the transaction input day field and pressing the space bar, the focus is now moved to the amount field. The transaction amount field now responds to the up and down arrows to navigate thru last transactions. The transaction input day field no longer supports the Ctrl+space/Cmd+Space shortcut. Feature moved the the amount field. When changing the working account on the top-left of the transaction panel, the input fields are now reseted and cleared. The transaction comment field menu now includes previously used comments for same accounts and payee. By right-clicking on the transaction comment field right menu arrow, you now get previously used comments for same accounts ignoring the payee. The 'Edit > Select All' menu (Ctrl-A/CMD-A) when on the Transaction list is now instantaneous. The 'Edit > Select All' menu (Ctrl-A/CMD-A) when on the Queries list is now instantaneous. Fix: Document window height was limited to available height minus 100 pixels. Fix: The transaction type, origin account and target account comment lines now display the '&' character properly when present. Fix: Difficulties when trying to select part of the text inside combo boxes in the transaction input panel. Fix: All combo boxes now respond properly to the 'Edit > Select All' menu (Ctrl-A/CMD-A). Fix: Tracking number not incremented when inputing a transaction by payee and autocompletion. Fix: The transaction payee field now properly autocompletes even when typing accentuated characters. Fix: The transaction bulk edition window payee field now properly autocompletes. Fix: Several interface aesthetics fixes. Fix: A space character added by the system after selecting a transaction, double-clicking on the amount field and entering a new number. Fix: Combo boxes still showing previous menu choices even when all the text has been deleted. Fix: The transaction input combo field menus not displaying the '&' characters properly when present. Fix: When a transaction completes, the comment field not always set to the last used comment for same accounts and payee. Fix: Project not set from favorites on given occasions. Fix: Budget type and category totals on list multiplied by 12 when comparing with a period smaller than a year. Fix: Budget type and category totals reseted to yearly when comparison has been deactivated. Fix: Scheduler adding 1 more transaction when selecting a given number of transactions. Fix: Scheduler displaying wrong 'Last Transaction' when scheduling by number. Fix: Scheduler displaying wrong 'Next Transaction' when scheduling by number and opening a saved entry. Fix: Formatting display problem on the Overview panel when mixing currencies and changing format for default currency. Fix: Several interface aesthetics fixes on MS Windows version. less

New in iCash 7.5.7 (Apr 14, 2016)

  • The transaction status bar now also displays separate debit and credit info for scheduled transactions.
  • The Import from a Bank Statement window now allows you to change the input text capitalization.
  • The Account Statement report now includes tracking numbers along with transaction comments.
  • The P&L General Ledger report now includes tracking numbers along with transaction comments.
  • Status bar indexes are now saved and restored for each document.
  • The Account Statement and P&L General Ledger screen and printout reports now have better column widths.
  • Fix: The document opening progress dialog is now updated properly.
  • Fix: The transaction edition window now works properly on MS Windows.
  • Fix: When selecting a favorite, the comment and project are now properly set (MS Windows).
  • Fix: Problem when right clicking on Comment field arrow, entry not added when selected on MS Windows. Fix: Several interface aesthetics fixes.

New in iCash 7.5.6 (Feb 17, 2016)

  • The Payee field can also be used at a starting point for transaction auto-completion.
  • The data checking tool is now faster and much more responsive.
  • The budget list now scrolls with no lags, values updating has been optimized.
  • Fix: Duplicate, Transfer and Split menu not working on given occasions.
  • Fix: Problem when splitting a reconciled transaction causing balance error.
  • Fix: Empty project now set properly when splitting a transaction.
  • Fix: Export to XLS, TXT and HTML no longer causes a system wrong extension alert on Mac OS.

New in iCash 7.5.5 (Jan 13, 2016)

  • Transaction input field autocomplete has been restored to work in a similar way as in v7.5.3 with several important enhancements.
  • Access to recent transactions from given input fields pressing the command and left arrow keys (Control key on Windows).
  • Access to matching transactions from given input fields pressing the command and right arrow keys (Control key on Windows).
  • Access to transaction favorites from given input fields pressing the command and up arrow keys (Control key on Windows).
  • Transactions full autocompletion from the Day field pressing the Space bar or command-Space to go back (Control key on Windows).
  • Fix: Problem with transaction autocomplete in given occasions affecting the Payee, amount and comment.
  • Fix: Problem in Split window when entering numbers after the decimal separator.
  • Fix: Problem in batch Transaction Edition window with the amount field.
  • Fix: Problem in Scheduled Transaction Edition window with the amount field.
  • Fix: Problem in Favorite Edition window with the amount field.
  • Fix: Performance problem when browsing thru panels.
  • Fix: Old files no longer cause windows to open with the toolbar hidden below the menu bar.

New in iCash 7.5.4 (Nov 19, 2015)

  • Groups/Splits now indicate if they contain attachments with a Clip icon. The 'Last Transactions' window you get in the transaction panel now is bigger and includes the date. A new 'Help > What's new' menu let's the user read the version history from newer to older. After transactions are duplicated or transferred, duplicated/transferred transactions are now selected. Old fashioned buttons have been updated to match current system interface design. The transaction amount field now has a contextual menu from where numbers can be pasted from the clipboard. The password verification window now shakes when the password is wrong (Mac only). You can now use up and down arrows directly inside the tracking number field. The application no longer depends on any Carbon libraries on Mac OS X, Cocoa only. When the scheduler adds a transaction the tax type is now set to the destination account tax type if tax is 0. The transaction panel now uses combo boxes controls instead of the combination of text field and pull-down menus. The transaction edition window now uses combo boxes controls instead of the combination of text field and pull-down menus. The number of comments is no longer limited in the transaction panel. The number of comments in the transaction favorites editor is no longer limited to 15 but 50. Fix: Issue when using the 'Import from an Account Statement' window on MS Windows. Fix: Aesthetics glitches on the 'Import from an Account Statement' window on MS Windows. Fix: Payment Summary report issue when selecting all payees and a given project. Fix: Several menus related to attachments are no longer active for groups and multiple selections. less

New in iCash 7.5.3 (Mar 18, 2015)

  • [Upg] Preference Window: pressing the ALT, CMD or CTRL key when clicking on the Factory Default button will fully reset the document settings.
  • [Upg] Amounts entered in the budget Expense and Liability parts are automatically converted into negative numbers, '+' will force positive.
  • [Upg] You can now sort transactions by tracking numbers pressing the command, option or Control key when clicking on the column header.
  • [Chg] 'Interval' column renamed 'Period' in the Budget panel.
  • [Chg] In queries, when expanding a group/split, transactions not belonging to the search are now displayed grayed.
  • [Chg] In queries, transactions not belonging to the search are no longer added to the totals.
  • [Chg] Groups/Splits are now displayed in bold everywhere.
  • [Fix] Software freezing when calculating a budget in given occasions.
  • [Fix] When duplicating a transaction more than once, new data not taken into account.
  • [Fix] Several alert and error windows did not have all buttons correctly localized.
  • [Fix] Pressing the ALT, CMD or CTRL key when opening a document will reset the document settings.
  • [Fix] Expense budget to balance difference now use colors less confusing.
  • [Fix] Statistics 'All types > All categories > By Category' returning empty results.
  • [Fix] Budget calculation sometimes wrong when comparing with a quarter period.
  • [Fix] Query export sometimes missing transactions when grouped.

New in iCash 7.5.2 (Nov 12, 2014)

  • [Upg] List cell height restored to previous value when using default font.
  • [Upg] The Import from a Bank Statement comment in the Preview list is now editable.
  • [Upg] In the Import from a Bank Statement window, when adding a new rule and a record is selected, comment is automatically entered.
  • [Upg] In the Import from a Bank Statement window, total file record is now visible along with current record.
  • [Upg] The records that are handled by any of the available rules are now identified as long as errors.
  • [Upg] In the Import from a Bank Statement window, you can now set different target accounts for incomes and expenses.
  • [Upg] New navigation buttons added to the Import from a Bank Statement window.
  • [Upg] New Tools button added to the Import from a Bank Statement window with Find and Go To record options.
  • [Fix] The Import from a bank statement window minimum size has been reduced to fit MacBook screens.
  • [Fix] The Import from a bank statement preview now uses proper colors for transaction amounts.
  • [Fix] Transaction Day entry now correctly set if last day of month and month or year is changed.
  • [Fix] Project name was not properly escaped in a couple of queries.
  • [Fix] Localization corrections.
  • [Fix] Quarters and semesters years not correct on charts for given fiscal year settings.
  • [Fix] Yosemite (10.10) small fixes.

New in iCash 7.5.1 (Nov 21, 2013)

  • [Upg] Single transaction duplication window now includes editable data of that transaction.
  • [Upg] The Query panel now allows to find transactions with attachments.
  • [Upg] Size 14 added to list and control preferences.
  • [Upg] It is now possible to renumber transactions (tracking number).
  • [Upg] Monthly/Quarterly/Yearly spending limit added to expense account (similar to bank overdraft limit).
  • [Fix] The transaction comment auto-complete gets deactivated after pressing the delete key.
  • [Fix] The transaction payee auto-complete gets deactivated after pressing the delete key.
  • [Fix] The transaction comment pull-down menu is now sorted by date (as before 7.5).
  • [Fix] The transaction fields are now cleared after editing a transaction.
  • [Fix] Pasted styles introduced in the transaction editor are now reformatted when tabbing thru controls.
  • [Fix] Several key combinations now work properly in the transaction editor.
  • [Fix] Several fixes regarding setting window fonts.
  • [Fix] File Manager locks on Maverick (10.9) on activation if containing lot of files.
  • [Fix] Russian localization fixes.
  • [Fix] Small Maverick (10.9) fixes.

New in iCash 7.5 (Jul 9, 2013)

  • [Fix] Transaction lists columns are now resizable everywhere.
  • [Fix] Current transaction amount is now displayed when accessing the iCash calculator.
  • [Fix] The transaction comment pull-down menus are now sorted alphabetically.
  • [Fix] Tracking number no longer blank when selecting a transaction thru the Payee link.
  • [Fix] It is now possible to double-click and select words in all transaction fields.
  • [Fix] The transaction comment auto-complete now works as expected.
  • [Fix] The transaction status line is now properly resized when the window is resized.
  • [Fix] Comment color set to black when selecting a comment from the comment pull-down menu.
  • [Fix] Project color set to black when selecting a project from the project pull-down menu.

New in iCash 7.4.9 (Jan 15, 2013)

  • [Fix] Lowest transaction date has been changed from 1980 to 1970.
  • [Fix] 'By category' Statistics are now working again.
  • [Fix] 'By category' Statistics column headers fix.
  • [Fix] Transaction sorting by date failure in given occasions.
  • [Fix] Problem when computing the query/find total when multiple currencies.
  • [Fix] Query result 'Select All' now also show the selection total.
  • [Fix] Query 'Into' account pull-down menu displaying deactivated accounts.
  • [Fix] Several interface aesthetics fixes.

New in iCash 7.4.8 (Oct 26, 2012)

  • [Fix] Budget list is now sorted alphabetically.
  • [Fix] Budget semiannually payment calculation is now accurate for custom dates ranges.
  • [Fix] In the transaction panel, transactions sorted by date are now also sorted by record number.
  • [Fix] Groups/Splits not properly sorted in given occasions.
  • [Fix] Several Mountain Lion fixes.

New in iCash 7.4.7 (Jun 5, 2012)

  • [Upg] The Overview panel now offers the possibility to show the current Quarter, the last Quarter or a given Quarter.
  • [Upg] The P&L and Money Flow summary reports now offer the possibility to show the same Semester, Quarter or Month over the years.
  • [Upg] The Balance report now offers the possibility to show the balance for the same Semester, Quarter or Month over the years.
  • [Upg] The P&L, Money Flow, Account Statement, Payment Summary and Taxes reports can now be done for a given quarter.
  • [Upg] The chart panel now offers the possibility to show the same Semester, Quarter or Month over the years.
  • [Upg] The statistics panel now offers the possibility to show the same Semester, Quarter or Month over the years.
  • [Upg] The Query panel now includes 'Current Quarter', 'Last Quarter' and Q1 to Q4 as choices for the Query date range.
  • [Upg] The Query panel 'Undefined' and 'Custom range' choices have been moved to the top of the list.
  • [Upg] 'Payee' choice added to the 'Where' pull-down menu for the Balance Sheet, P&L statement/summary, Money Flow Statement/Summary reports.
  • [Upg] The query panel now allows to search checks by number.
  • [Upg] The SQL Query window now allows to save the results of SELECT queries.
  • [Upg] The budget panel now includes new comparison periods, Current Quarter, Last Quarter, 1º, 2º, 3º and 4º Quarters.
  • [Upg] The budget panel now includes new calculation periods, Current Quarter, Last Quarter, 1º, 2º, 3º and 4º Quarters, January, February...
  • [Upg] A progress bar is now displayed when creating reports.
  • [Chg] When a payee is selected and the 'Edit' menu is chosen from the payee pull-down menu, the payee record is displayed.
  • [Fix] Budget summary totals not properly computed (issue introduced in v7.4.6)
  • [Fix] Several fixes and enhancements to Import and Export preset handling.

New in iCash 7.4.6 (Apr 17, 2012)

  • [New] It is now possible to export transactions, accounts, categories and contacts to XML files.
  • [New] It is now possible to import transactions, accounts, categories and contacts from XML files created by iCash.
  • [New] It is now possible to copy and paste transactions between months inside the same document or between different documents.
  • [New] It is now possible to cut and paste transactions between months.
  • [New] Tax summary report showing both collected and refundable taxes along with he difference between them.
  • [Upg] The transaction status information now displays the scheduled transaction total for selected month.
  • [Upg] By clicking on the transaction status information it is now possible to see the reconciled & unreconciled transaction total.
  • [Upg] It is now possible to create a SQL dump file of a document and recreate it with that file (similar to XML dump).
  • [Upg] The tax report now display a column with the tax rates.
  • [Upg] The SQL Query window now displays related data when pointers to other tables and also now displays boolean and doubles properly.
  • [Chg] The unreconciled total in the main status bar is now preceded by the word 'Pending' rather than displayed in parenthesis.
  • [Chg] Simplification of the 'File > Import' menu, now it displays the same window as when clicking on the 'Import' button.
  • [Chg] Simplification of the 'File > Export' menu, now it displays the same window as when clicking on the 'Export' button for transactions.
  • [Chg] iCash File manager has been renamed 'iCash's File Manager' to allow the user to identify the application the window belongs to.
  • [Chg] PowerPC support has been dropped. The application is now Intel Only. As result the application size has been reduced by half.
  • [Fix] Scheduled transactions no longer displayed when selecting reconciled transactions in the account statement.
  • [Fix] Only unreconciled transaction displayed when selecting unreconciled transactions in the account statement.
  • [Fix] Profit and loss summary now properly calculates the average values for fiscal years not starting on january.
  • [Fix] General status incomes/expense displaying wrong values for fiscal years not starting on january.
  • [Fix] Selecting all in the query panel with lots of transactions is now faster.
  • [Fix] iCash File Manager no longer gets confused when the user trash a document from the system file manager and reactivate iCash.
  • [Fix] Tax records are now copied when creating a document based on a previous iCash document.
  • [Fix] Budget comments are now copied when duplicating a budget.
  • [Fix] Budget comments and scheduler extended parameters are now copied when creating a new file using a previous iCash document.
  • [Fix] Budget amounts are now properly calculated for custom date ranges.
  • [Fix] Budget Summary is now properly calculated for custom date ranges.
  • [Fix] The File Manager is now displayed when double-clicking on the application Finder icon or clicking on the Dock icon (Mac Only).
  • [Fix] Export persistent preset is now different depending on the export type.

New in iCash 7.4.5 (Mar 20, 2012)

  • Upg - All the Import and Export window settings are now persistent during the whole session.
  • Upg - It is now possible to fully select the accounts to be used to calculate the full balance in title.
  • Upg - The Export window now has a 'Clear' button to reset the field selection.
  • Upg - The Account Statement report now allows you to show only the reconciled or unreconciled transactions.
  • Upg - The budget now displays OK/KO icons on the right where the budget is matched depending on the selected range.
  • Upg - It is now possible to add comments to each budget line.
  • Upg - The multiple transaction editor window now allows you to append text to existing comments.
  • Upg - New 'Transaction > Add Text To Comment' menu allowing you to append text to existing comments.
  • Chg - The maximum iCash document size has been increased from 2 Gb to 64Gb. As a drawback, initial files are now bigger.
  • Chg - The Budget export now includes all the columns.
  • Fix - Account statement no longer takes next month scheduled transaction into account in totals.
  • Fix - Default month and year in the transaction panel is now set by document rather than the application.
  • Fix - Documents with a size over 1 Gb now show a size in Gb in the file manager.
  • Fix - Budget now displays the values depending of the comparison range instead of the fixed yearly range.
  • Fix - Budget income color when superior to selected range is now blue rather than red.
  • Fix - Budget category and type calculations not refreshed on screen after editing amounts in given occasions.
  • Fix - Budget status line not updated after editing an account in given occasions.
  • Fix - Budget export no longer output numbers with currency symbols.

New in iCash 7.4.5 (Mar 20, 2012)

  • Upg - All the Import and Export window settings are now persistent during the whole session.
  • Upg - It is now possible to fully select the accounts to be used to calculate the full balance in title.
  • Upg - The Export window now has a 'Clear' button to reset the field selection.
  • Upg - The Account Statement report now allows you to show only the reconciled or unreconciled transactions.
  • Upg - The budget now displays OK/KO icons on the right where the budget is matched depending on the selected range.
  • Upg - It is now possible to add comments to each budget line.
  • Upg - The multiple transaction editor window now allows you to append text to existing comments.
  • Upg - New 'Transaction > Add Text To Comment' menu allowing you to append text to existing comments.
  • Chg - The maximum iCash document size has been increased from 2 Gb to 64Gb. As a drawback, initial files are now bigger.
  • Chg - The Budget export now includes all the columns.
  • Fix - Account statement no longer takes next month scheduled transaction into account in totals.
  • Fix - Default month and year in the transaction panel is now set by document rather than the application.
  • Fix - Documents with a size over 1 Gb now show a size in Gb in the file manager.
  • Fix - Budget now displays the values depending of the comparison range instead of the fixed yearly range.
  • Fix - Budget income color when superior to selected range is now blue rather than red.
  • Fix - Budget category and type calculations not refreshed on screen after editing amounts in given occasions.
  • Fix - Budget status line not updated after editing an account in given occasions.
  • Fix - Budget export no longer output numbers with currency symbols.

New in iCash 7.4.4 (Feb 14, 2012)

  • [Upg] Pressing the Delete key when selecting and account or category in the overview will delete it if not used.
  • [Opt] Selecting a budget and expanding/collapsing folders is now much faster.
  • [Fix] Entering a heading 'e' in the project field no longer triggers the project editor.
  • [Fix] Several interface fixes.
  • [Fix] Several budget fixes.
  • [Fix] The application no longer crashes after creating a backup.
  • [Fix] Budget calculations are done even on collapsed folders.
  • [Fix] Budget categories folder status are now saved and restored properly.
  • [Fix] Calculator paste button now takes the number that is visible instead of the internal calculation.
  • [Fix] Account statement no longer show next month scheduled transaction when selecting a month.
  • [Fix] Updating a transaction tracking number to an empty string is now properly displayed on list.
  • [Fix] The Transaction panel Bank pull-down menu now longer change selection when adding bank accounts from other pull-down menus.

New in iCash 7.4.3 (Dec 13, 2011)

  • Upg - SQL engine has been updated in order to enhance stability, speed and file security.
  • Fix - Favorites sorting by Project/Comment has been fixed.
  • Fix - Lion issue causing the database to be case-sensitive on searches has been fixed.

New in iCash 7.4.2 (Nov 15, 2011)

  • Upg - Search box added to the Overview panel.
  • Upg - Search box added to the Contacts, Accounts and Categories window.
  • Chg - It is now possible to open as many chart windows as needed.
  • Fix - Searches no longer case sensitive in given systems/computers.
  • Fix - The chart window now select the same interval as the main window.
  • Fix - The pie chart now also work with none P&L accounts.

New in iCash 7.4.1 (Sep 13, 2011)

  • New - A new 'Advanced' preference panel now allows you to adjust some specific settings.
  • Upg - The project field now offers auto-completion as you type (like account and payee fields).
  • Upg - The budget pull-down menu now has a 'Duplicate' menu.
  • Upg - When selecting a transaction and an account was later deactivated, this new status is now displayed below the account field.
  • Upg - Accounts are now displayed as 'Deactivated' in the transaction panel after selecting a transaction using deactivated accounts.
  • Chg - Cursor now changes when on active labels (blue underlined labels like 'Day' in transaction panel).
  • Fix - The transaction breakdown no longer disappear from the balance panel after minimizing and maximizing the window.
  • Fix - iCash now works properly with Lion in Japanese, Chinese and Korean.

New in iCash 7.4 (Jun 14, 2011)

  • Upg - It is now possible to create pie charts for a given month.
  • Upg - New navigation buttons to change the chart period back and forth.
  • Chg - Import from a bank statement, comment is no longer converted to lowercase.
  • Chg - The Account Statement no longer displays transaction comments.
  • Fix - Import from a bank statement, transaction type is now always recognized, including when not a default one.
  • Fix - Split root transaction no longer set to 0 (Broken in 7.3).
  • Fix - The Payee pie chart works again (Broken in a previous version).

New in iCash 7.3 (May 17, 2011)

  • [New] New Money Flow Statement and Money Flow Summary reports.
  • [Chg] In the french version 'Transaction' has been replaced with 'Opération'.
  • [Chg] The OFX import now lets you select a target bank account on each import.
  • [Chg] The split window now includes the 'Project' column.
  • [Upg] New 'Account > Reconcile', 'Category > Reconcile' and 'Transaction > Reconcile All' menus.
  • [Fix] The account statement was not displaying groups in given situations.
  • [Fix] The Import from a bank statement now automatically handles dates with only two digits.

New in iCash 7.2.1 (Apr 20, 2011)

  • [Fix] Account statement now takes care of selected payee/project when listing scheduled transactions.
  • [Fix] Period calculation error on budget comparison values, especially for the variation.

New in iCash 7.2 (Mar 15, 2011)

  • [New] The export window now let the user create and reuse presets.
  • [New] It is now possible to import QIF and OFX/QFX files dropping then do the transaction list.
  • [Fix] Liabilities no longer displayed in the P&L summary report.
  • [Fix] Numbers are now exported without any thousand separator.
  • [Fix] Zonic payment system removed because of anti-virus false positives on Windows.

New in iCash 7.1 (Feb 15, 2011)

  • New - It is now possible to select what fields to export when exporting Transactions, Accounts and Categories.
  • Upg - On first run the software now selects the right default starting day for the week depending on the language.
  • Upg - 'Saturday' can now be set as first day of week.
  • Fix - The Account Statement and Profit & Loss report printouts now show the date properly.
  • Fix - Small format arrangements to the Payment Summery Report.
  • Fix - All calendars now start with Sunday or Monday depending on the preferences.
  • Fix - A problem on Windows version causing the scheduler to fail on last days of the month.
  • Fix - Liabilities no longer displayed in the P&L statement report.

New in iCash 7.0.1 (Jan 11, 2011)

  • Opt - The queries involving projects have been optimized.
  • Fix - Account Statement now displaying splits properly.
  • Fix - Project and contact type tables are now indexed.

New in iCash 7.0 (Dec 14, 2010)

  • [New] It is now possible to flag/unflag transactions from any list. That allows fast transaction marking for future queries or multiple edits.
  • [New] The File Manager now allows to set a default document that will be directly opened at startup instead of just showing the File Manager.
  • [New] The Account Statement report now displays the scheduled transactions for the selected period (this option can be disabled from the preferences).
  • [New] It is now possible to set an Overdraw/Credit limit to Bank, Asset an Liability accounts and activate a warning when reaching a given percentage.
  • [New] It is now possible to change the transaction and account icons using any of the 5 different included sets.
  • [Upg] When selecting transactions in the transaction panel, the total of the selection is now displayed next to the transaction IDs.
  • [Upg] Account types can now be freely renamed and the default comment can be changed.
  • [Upg] Categories now have an editable comment as accounts and types.
  • [Upg] It is now possible to get statistics per category in addition to per account.
  • [Upg] The Overview panel now displays the number of transactions accounts are used in.
  • [Upg] The Profit and Loss Statement and the Profit and Loss Summary reports now includes the Liability accounts.
  • [Upg] Budgets now include the 'Liabilities' type in addition to Incomes and Expenses.
  • [Upg] The Startup type (aka Equity) is now visible and listed in the Overview panel.
  • [Upg] The Favorites now offers 'Project' support.
  • [Upg] The scheduler preview chart can now show the data grouped by day or month in addition to current option displaying all transactions.
  • [Upg] It is now possible to force the scheduler to create the transactions the last day of the running month.
  • [Upg] New [Last Year] and [Last Month] tags added to all comment pull-down menus (Transaction, Scheduler and Favorites windows).
  • [Upg] The Transaction Multiple Edit window now allows to remove transaction types just by checking the transaction type check box.
  • [Upg] There is no longer any limit for deactivated projects, deactivated projects are no longer a fixed preference entry.
  • [Upg] It is now possible to set the export character encoding for Transactions, Accounts, Categories, Statistics, Reports and Budgets.
  • [Upg] Reports can now be exported to HTML in addition to Excel and Plain Text.
  • [Upg] It is now possible to create backups with scheduled transactions deactivated, ideal for archiving documents.
  • [Upg] Contact types are now editable.
  • [Upg] You can now import contacts from the Mac Address Book using simple Drag and Drop.
  • [Chg] Some Transactions icon colors has been modified:
  • Bank transfers -> Gray
  • Asset purchases -> Green
  • Debt repayments -> Yellow
  • Equity transactions -> Yellow
  • Stock/Funds transactions -> Purple
  • [Chg] Portfolio accounts are now identified with a purple icon and Equity/Startup accounts with a yellow icon.
  • [Chg] It is now possible to get an account statement report for any account from the Overview contextual menu.
  • [Chg] The scheduler preview chart no longer gets inverted when changing the sort direction.

New in iCash 6.6.2 (Nov 16, 2010)

  • [Fix] File Manager had sometimes problem sorting files properly by date.
  • [Fix] Totals are now set to zero when clicking on the Query 'Clear' button.
  • [Fix] No font type or size is changed when opening and closing the preferences.
  • [Fix] Query selection total is now currency safe and better handle splits.
  • [Fix] Favorite list reloaded when adding a favorite and the favorite window is visible.
  • [Fix] Budget not properly computed with collapsed folders. Now folder are automatically expanded.
  • [Fix] Transaction list is now reloaded after using the 'Add to Scheduler' menu.

New in iCash 6.6.1 (Oct 12, 2010)

  • [Chg] Group/Split display in list slightly modified to offer better information about the accounts involved.
  • [Fix] Tax field no longer auto-completes when selecting a transaction using an account that was assigned a tax.
  • [Fix] The scheduler preview chart is now computed properly for bank transfers when a single account is selected.

New in iCash 6.6 (Sep 14, 2010)

  • [Upg] Support for OFX v2 imports.
  • [Fix] Some list column header names have been fixed.
  • [Fix] OFX/QFX import - Transactions with same ID (duplicates) imported in given occasions.
  • [Fix] Issue when importing a bank statement with separated columns for debit and credit.
  • [Fix] The scheduler preview balance is now computed properly for bank transfers when a single account is selected.

New in iCash 6.5 (Aug 18, 2010)

  • [Upg] Little change in split/group total calculation to allow debt to debt type transfers.
  • [Upg] It is now possible to enter amounts with no heading zero (.50) in the split panel.
  • [Upg] Both the . and , key are now supported to enter decimal separators in the split panel.
  • [Upg] Bank accounts are now identified in all lists including in queries and balance breakdown.
  • [Upg] Select All and Select None menus are now available in the scheduler.
  • [Fix] Double-clicking a transaction in the query panel now takes the user to the transaction in the transaction panel for grouped transactions as well.
  • [Fix] Confirmation dialog now displayed when selecting a new import preset with unsaved changes in previous preset.
  • [Fix] It is now possible to remove an import preset right after creating it.

New in iCash 6.4.2 (Jul 13, 2010)

  • [Upg] SQL engine has been updated in order to enhance stability, speed and file security.
  • [Upg] Old SQL v1 engine has been removed so it is no longer possible to open old v1 based files with this version. Use 6.4.1 for the conversion first.
  • [Fix] Editing multiple transactions no longer creates reconciliation issues.
  • [Fix] Changing font type and size now also affects status bars.

New in iCash 6.4.1 (May 18, 2010)

  • [Upg] Flickering on MS Windows has been greatly reduced when moving or resizing windows.
  • [Fix] Account Statement no longer display duplicate payee/accounts for groups.
  • [Fix] It is now possible to set taxes again. Broken in previous version.
  • [Fix] Payee no longer reseted in query when changing date.

New in iCash 6.4 (Apr 13, 2010)

  • [New] iCash is now available in Polish and Czech.
  • [New] iCash is now available in Arabic and Hebrew.
  • [Chg] The OFX importer now sets the transaction type to 'Check' if a not null tag is detected.
  • [Fix] The scheduler preview balance no longer modified on bank transfers.
  • [Fix] Several fixes related to tax management and display.

New in iCash 6.3 (Mar 16, 2010)

  • Upg - iCash is now available in Japanese and Korean.
  • Upg - It is now possible to drag/reorder rules in the bank statement import window.
  • Upg - It is now possible to create accounts and payees from the split window.
  • Upg - The split window 'Accounts' menu now allow to display all accounts.
  • Upg - Groups/Splits now display all payees involved.
  • Chg - Group transaction type is now displayed rather than 'Group'.
  • Fix - Payee summary no longer fails when searching for an null project.
  • Fix - Rates are no longer auto-completed when modifying an existing transaction.

New in iCash 6.2 (Feb 17, 2010)

  • [Fix] The Scheduled transaction preview now get sorted by date properly.
  • [Fix] It is now possible to create accounts and payees from the import bank statement preview.
  • [Fix] During the bank statement importing, payee is no longer persistent.
  • [Fix] Consistency error when calculating statistic average values.
  • [Fix] Issue with scheduled transactions to be added once and to be delete right after.
  • [Fix] Several problems have been fixed related to using iCash on a Russian system.

New in iCash 6.1 (Jan 12, 2010)

  • [New] It is now possible to change all windows font and size.
  • [Upg] iCash is now available in Simplified and Traditional chinese.
  • [Upg] iCash is now available in Catalan (Català).
  • [Upg] A confirmation dialog is now shown when clicking on the Budget 'Calculate' button.
  • [Upg] Refund transactions (Expense/Asset -> Bank) now are displayed in green.
  • [Fix] The Scheduled transaction preview now get sorted by date properly.
  • [Fix] The Balance panel now get sorted by amount properly.
  • [Fix] Refunds from asset accounts are now shown with positive values.
  • [Fix] Group total calculation issue is given situation.
  • [Fix] Comment is again filled after selecting a favorite.
  • [Fix] Split window now computes total properly including when using the comma as the decimal separator.
  • [Fix] The split window no longer allows to add transactions with a greater amount than the total.
  • [Fix] Portfolio to Bank transactions no longer appear negative.
  • [Fix] iCash no longer crashes when creating a file copying data from another one and the file already exists.
  • [Fix] The budget variation calculation may be wrong when selecting a custom range equal or less than a month.
  • [Fix] Attachment icon is now displayed in groups as well.

New in iCash 6.0 (Dec 15, 2009)

  • [New] Support for transaction attachments - A file (picture, excel sheet, PDF…) can be added to any transaction.
  • [New] It is now possible to select a transaction and directly create a split thanks to the new 'Split' function.
  • [New] The Scheduler now includes a preview and a chart in order to get a picture of the upcoming transaction impact.
  • [New] Tax editor, the possibility to assign taxes to accounts and calculate transaction tax automatically.
  • [New] Monthly, Quarterly, Semi-annually and Yearly Balance statement.
  • [New] Support for importing bank statements using a set of user-defined rules.
  • [New] It is now possible to list Payees in the Overview Panel and take advantage of the instant transaction breakdown panel.
  • [New] It is now possible to create Payee line, columns and pie charts.
  • [Upg] You can now enter partial favorites, favorites with only the fields you need.
  • [Upg] The favorite edition window now includes 'Clear' buttons to remove pull-down menu selections, and a general 'Clear' button to clear all fields.
  • [Upg] When applying a partial favorite only non-null data is applied keeping any existing field selection.
  • [Upg] The favorite window now has a 'Duplicate' function and buttons are now located in a toolbar.
  • [Upg] Transaction group handling and display have been enhanced in order to make it easier to use.
  • [Upg] Queries - 'Doesn't contain' added to rules when selecting 'Comment'.
  • [Upg] A calendar is now displayed when choosing the scheduled transaction "Add Now" menu.
  • [Upg] Possibility to create 'by category' pie charts.
  • [Upg] SQL engine has been updated in order to enhance stability, speed and file security.
  • [Upg] It is now possible to create net of taxes P&L and payment reports thanks to new 'Net of Taxes' option.
  • [Chg] When selecting a month transactions the list is scrolled to properly show the last entry.
  • [Chg] Project field included when entering a new transaction and auto-completion is active.
  • [Chg] The account statement report now shows groups rather than single transactions.

New in iCash 5.5 (Sep 15, 2009)

  • [Upg] The overview breakdown preference settings are now saved and restored.
  • [Chg] It is now possible to change the currency of a used account despite rates will not be updated.
  • [Chg] A warning is now displayed when trying to group in the Query panel, transactions from different months.
  • [Fix] Rounding problem in pie chart when using given number settings in system preferences.
  • [Fix] Group total display problem when using same origin account and that account is not a bank account.
  • [Fix] It is no longer possible to enter Payees with the same name (to avoid confusions when entering transactions).
  • [Fix] The 'Contact' edition window no longer locked when trying to modify an entry.

New in iCash 5.4.4 (Jul 14, 2009)

  • [Upg] Scheduled transactions are now automatically deactivated as soon as they expire.
  • [Fix] Group calculation issue when mixing expenses with transfers.
  • [Fix] Payee no longer get deleted when trying to delete one or several characters.
  • [Fix] 'Total' sometimes placed in the wrong place in the chart data list causing sudden variations in the chart.
  • [Fix] Charts are now a bit more responsive and show 'Calculating...' during data crunching.
  • [Fix] Dutch localization fixes (Duplicate 'Wis' button in transaction panel renamed 'Verwijder').
  • [Fix] It is now possible to set a scheduled transaction to be deleted even when selecting 'Only once'.
  • [Fix] Day field properly focused when entering a transaction by pressing the enter key in the contact field.
  • [Fix] Data is now saved to the '~/Library/Application Support/Maxprog' folder rather than '~/Documents/Maxprog'.

New in iCash 5.4.3 (Jun 16, 2009)

  • [Fix] A shortcut conflict has been removed between panels and windows (Ctrl/Cmd-1 to Ctrl/Cmd-5).
  • [Fix] Some Swedish localization typos has been removed.
  • [Fix] Dutch localization has been fully revised.
  • [Fix] Payee can now be removed from new transactions (broken in previous release).

New in iCash 5.4.2 (May 12, 2009)

  • [Opt] Selection of budgets is now much faster.
  • [Fix] Period Balance sheet variation sign is now properly applied.
  • [Fix] Transaction deletion issue on Windows.
  • [Fix] The Payee pull-down menu on the Query panel now sorts entries alphabetically.
  • [Fix] The project manager now allows to deactivate more entries. The limit is now 1024 total length of deactivated project names.
  • [Fix] The budget panel now only shows enabled accounts and categories with at least one enabled account.
  • [Fix] Charts and reports no longer get 'cropped' for Quarterly results when no transactions in first months of fiscal year.

New in iCash 5.4 (Apr 14, 2009)

  • Upg - It is now possible to set a document fiscal year starting month.
  • Upg - The query panel Payee pull-down menu now only shows the payees used in transactions related to the query.
  • Upg - It is now possible to select several results from a SQL query, including with the 'Select All' menu.
  • Upg - It is now possible to enter amounts with no heading zero (.50) both in the transaction panel and the calculator.
  • Upg - Both the . and , key are now supported to enter decimal separators.
  • Upg - Pressing the +-*/ operator keys in the amount field will now show the calculator with the amount and operator entered.
  • Upg - It is now possible to delete current number digit by digit using the Delete key in the calculator.
  • Upg - It is now possible to Group and Ungroup transactions from both the Query and the Overview panel.
  • Upg - Transaction status bar now display the money flow percentage ((Incomes-Expenses)/Incomes).
  • Upg - It is now possible to create accounts and categories from the OFX and the QIF target account selector.
  • Upg - OFX import now displays a progress window.
  • Upg - The statistics panel now support the 'Edit -> Copy', 'Edit -> Select All' and 'Edit -> Select None' menus.
  • Upg - Deactivated accounts, contacts and projects can be hidden from their respective manager window thru a contextual menu.
  • Upg - The General Ledger now includes payee/issuing information.
  • Upg - The Budget now allows you to compare data with a custom date range.
  • Chg - The General Ledger now uses standard dates following the operating system settings.
  • Fix - Bank pull-down menu on the transaction panel now always keeps its value after switching panels.
  • Fix - Payee no longer right-cropped when trying to delete text.
  • Fix - Daily, Weekly and bi-weekly scheduled transactions are now added properly to the transaction panel.
  • Fix - There is no tab stops anymore on pull-down menu on the transaction panel.
  • Fix - Queries on amount between 2 values no longer show an error window.
  • Fix - Next scheduled transaction date is now properly computed when editing or adding a transaction to the scheduler.
  • Fix - OFX import now check for duplicates using the FITID field.
  • Fix - Query panel is now updated when switching using shortcuts.
  • Fix - The general ledger by project now only shows the transaction of the select project.
  • Fix - QIF import bank transfers are no longer imported twice.
  • Fix - Several important fixes regarding QIF imports.
  • Fix - Deactivating a non-selected scheduled transaction no longer deactivated the selected ones.
  • Fix - Composite query key handling has been enhanced in order to avoid conflicts with panel switching shortcuts.

New in iCash 5.3 (Mar 17, 2009)

  • [Upg] Possibility to expand or collapse all grouped transactions.
  • [Upg] It is now possible to deactivate/disable contacts.
  • [Upg] Deactivated scheduled transactions now appear grayed.
  • [Upg] Scheduler now lists transaction's payee/issuing.
  • [Fix] 'Transaction -> Save' button with 'Cmd+S' shortcut is now 'Ctrl+Alt+S' on Windows.
  • [Fix] When importing transaction from text, extra trailing line breaks no longer repeat last transaction.
  • [Fix] You can again deactivate a scheduled transactions without selecting it first.
  • [Fix] As soon as you delete/edit/deactivate/duplicate a scheduled transaction, the transaction panel gets updated.
  • [Fix] Queries on transaction amounts no longer fail on given numbers.
  • [Fix] Queries on transaction amounts now include groups.
  • [Fix] Project is displayed on list including for grouped transactions.

New in iCash 5.2 (Feb 10, 2009)

  • [Upg] It is now possible to deactivate and hide projects from the project manager.
  • [Upg] Main window and other open managers are now updated after a successful SQL Query.
  • [Upg] It is now possible to set the week starting day (Sunday or Monday) on the preferences in order to display calendars.
  • [Upg] New 'Transaction -> Save' button with 'Cmd+S' shortcut to save the modifications of the selected transaction.
  • [Chg] When adding a transaction already assigned to a project, that project name is now visible in the project field.
  • [Fix] We now show an alert when trying to open a document already opened by another instance of iCash.
  • [Fix] Budget totals are now always visible including after collapsing and expanding a row.
  • [Fix] The chart is now cleared when switching formats.
  • [Fix] A date format issue causing SQL queries failure on given occasions has been fixed.
  • [Fix] General status bar balance properly computed even if any of the account used has been deleted.
  • [Fix] The pie chart now always show the right values when deactivating accounts.
  • [Fix] Folder icon on the preview panel is no longer blank (QT issue).
  • [Fix] Comment no longer right-cropped when trying to delete text.
  • [Fix] Adding a transaction to an empty project and clicking on Cancel no longer remove the project from the transaction.
  • [Fix] Several corrections have been done to the portuguese and spanish localizations.

New in iCash 5.1 (Jan 13, 2009)

  • [Upg] All Project pull-down menus are no longer limited to 20 entries.
  • [Upg] All Project pull-down menus are now ordered by name.
  • [Chg] Budget variations are now always calculated except when values are equal to zero.
  • [Fix] Comment no longer right-cropped when trying to insert text.
  • [Fix] The tracking number is now visible for groups and grouped transactions as well.
  • [Fix] Transaction panel now displays scheduled transactions depending on the bank pull-down menu selection.
  • [Fix] Budget overall status now show a properly signed variation percentage.
  • [Fix] Budget income variations are now properly signed.

New in iCash 5.0 (Dec 15, 2008)

  • [New] The transaction panel now shows scheduled transactions in light grey with a distinctive icon.
  • [New] Possibility to postpone or convert a scheduled transaction into a real transaction from the transaction panel.
  • [New] Scheduler 'Add Now' button ¡n order to manually add scheduled transactions ahead of time.
  • [New] 'Payment summary' report displaying one or several payees activity.
  • [New] Possibility to easily merge accounts together ( Account -> Merge menu)
  • [New] Possibility to edit several transactions at once (Transaction -> Edit menu).
  • [New] Profit & Loss General Ledger Report.
  • [New] You can now use the Project Manager to rename or delete projects.
  • [Upg] File manager enhancements:
  • New optimization tool for compacting and defragmenting iCash documents.
  • Multiple file drops support.
  • Possibility to move selected file to the trash or only remove them from the list.
  • 'Tools' button added to the tool bar to give a quick access to database maintenance procedures.
  • 'Delete' menu/button to remove files from list and optionally from hard disk.
  • 'Duplicate' menu/button to fully clone documents from existing files.
  • The 'Recent Documents' window has been renamed 'File manager'.
  • File Manager no longer lists only the last used 25 documents but all of them.
  • [Upg] Account manager enhancements
  • The account manager window has been redesigned and now uses a toolbar.
  • Possibility to duplicate accounts.
  • You can merge several accounts together.
  • Quick access to import and export of accounts, QIF and Plain Text alike.
  • [Upg] SQL Query editor now have a command pull-down menu with most SQL used commands and keywords.
  • [Upg] Currency editor is now accessible thru a toolbar button.
  • [Upg] The Scheduler, Contacts and Currencies windows now have a toolbar that gives direct access to all functions.
  • [Upg] New 'Show All Transactions' overview contextual menu to display all the transactions for a type, a category or an account.
  • [Upg] New 'Account Statement' menu in Transaction contextual menu to create a report directly.
  • [Upg] The contact manager now allows you to duplicate, import and export contacts.
  • [Upg] The Transaction panel date navigation now includes a new reset button between 'Previous' and 'Next' to come back to current month.
  • [Upg] All Transaction lists last column now shows each transaction tracking number next to the reconciliation check box.
  • [Upg] All Transaction lists now show the Project (if any) in the comment column, between brackets.
  • [Upg] The transaction tracking number now can be changed thru up and down buttons.
  • [Upg] The Account Statement report now allows the selection of a Payee as an additional query criteria.
  • [Upg] Most printouts are now stripped to make them easier to read.
  • [Upg] Possibility to create accounts from the transaction edition account pull-down menu
  • [Upg] Possibility to create accounts from the transaction multiple edit window.
  • [Upg] Selection total displayed when highlighting transactions from the query panel.
  • [Upg] Transaction ID/IDs/Range displayed when selecting transactions from the Transactions panel.
  • [Upg] There is no longer limits regarding the number of projects.
  • [Upg] The Budget panel now shows a status bar with colored overall Budget P&L, Period P&L and variation.
  • [Upg] The Budget panel 'Variation' column now shows amounts rather than percentages.
  • [Upg] Scheduler 'Print' button ¡n order to get a printed copy of all your scheduled transactions.
  • [Upg] The favorites window has been enhanced and now allows the creation, deletion and modification of favorites.
  • [Chg] Category editor toolbar button has been enhanced.
  • [Chg] The main window toolbar icons have been re-arranged.
  • [Chg] Budget variation now shows values corresponding to the difference between current balance and selected budget.

New in iCash 4.5 (Nov 11, 2008)

  • [[Upg] Project pull-down menus are no longer limited to 20 entries.
  • [Upg] Project and Query Presets pull-down menus are now ordered alphabetically.
  • [Chg] Pie chart now automatically discards wrongly signed accounts.
  • [Chg] When jumping to a transaction from the query or overview panel, the 'Change' button is set to default.
  • [Chg] Romania leu currency (ROL) changed to the new leu (RON).
  • [Fix] Several interface glitches have been fixed.

New in iCash 4.4.1 (Jun 17, 2008)

  • [Upg] Query panel, project can now be entered with a pull-down menu like for transactions.
  • [Upg] Several enhancements applied to the report panel.
  • [Upg] All windows are now identified with the name of the document they belong to.
  • [Fix] Queries with empty string parameter work again.
  • [Fix] Transaction export again includes amount signs.

New in iCash 4.4 (May 13, 2008)

  • [New] Payment summary report displaying one or several payees activity.
  • [Upg] It is now possible to select the account types for calculating the balance on the overview panel.
  • [Upg] Possibility to send e-mails and browser web pages from the Contact window.
  • [Upg] Project now included on reports when selected.
  • [Upg] Scheduled transaction editor now supports projects.
  • [Upg] It is now possible to create accounts and payees from the scheduler editor.
  • [Upg] A scheduled transaction can now be set to be deleted once it has expired.
  • [Upg] Scheduled transaction fields can now be reseted/cleared.
  • [Upg] New 'Add To Scheduler' menu added to main menu and transaction list contextual menu.
  • [Upg] It is now possible to duplicate scheduled transactions using the Transaction->Duplicate menu or the Cmd-D shortcut.
  • [Fix] Transaction type again allow custom trailing text. Broken in v4.3.
  • [Fix] Several Budget cosmetic enhancements.

New in iCash 4.3 (Apr 15, 2008)

  • [Upg] It is now possible to compare budgets with current data.
  • [Upg] Account, Category and Transaction HTML export now uses stripped blue background and include the doc. name.
  • [Chg] Document file now use the '.icash' extension by default (Mac OS X).
  • [Chg] Transaction Type rewritten with proper case when tabbing thru fields.
  • [Chg] Transaction type, origin and target accounts rewritten with proper case when losing focus.
  • [Fix] It is now possible to create a document copying the data from an opened file.
  • [Fix] Several German, French, Spanish, Dutch and Russian localization fixes.
  • [Fix] It is no longer possible to use tools from the File manager with opened files.

New in iCash 4.2.2 (Mar 11, 2008)

  • [Upg] It is now possible to select what accounts to use to calculate general balance displayed in status bar.
  • [Upg] Automatic back-ups can be deactivated from the preferences.
  • [Upg] Currencies can now be updated automatically when opening a document.
  • [Upg] Account Statement report now includes a new column for Payee/Issuing.
  • [Chg] Preference panel has been redesigned and enhanced.
  • [Fix] New bank status display is now always visible.
  • [Fix] Balance panel and balance status now automatically updated when updating exchange rates or default currency.

New in iCash 4.2.1 (Feb 13, 2008)

  • [Upg] Transaction panel: selected Bank account balance is now displayed along with the transaction count.
  • [Upg] Faster and more reliable database engine.
  • [Upg] Is is now possible to change budget amounts typing the numbers directly (similar to MS Excel).
  • [Upg] You can now use the Return, shift-Return, Space and Shift-Space to move between budget entries.
  • [Upg] Swedish manual added to the package.
  • [Chg] Transaction panel: the income/expense status line now depends on the selected bank.
  • [Chg] The Payee field now trigger the auto-complete function as the origin and target accounts.
  • [Chg] iCash now generates smaller files. Size is now similar to v3.
  • [Fix] Balance sheet now always show the correct date(s).
  • [Fix] Balance sheet no longer display infinite values for the variation ratio.
  • [Fix] It is now always possible to start an amount with the decimal separator.
  • [Fix] Content disappearing when selecting a budget line on Windows.
  • [Fix] Escape key now restore previous value when editing a budget entry.

New in iCash 4.2 (Jan 9, 2008)

  • [New] It is now possible to uses previous transactions in order to create new ones.
  • [Upg] New 'Clear' button added to transaction panel to reset all entry fields.
  • [Upg] New 'Clear' button added to Account Manager window to reset all entry fields.
  • [Upg] The QIF 'All' and 'Transactions' import now let the user select the file encoding.
  • [Upg] Long comments are now saved to the Memo field when importing an OFX file.
  • [Upg] Overview breakdown panel lets you display transactions as grouped or not.
  • [Upg] Account sets can be added to the 'Components/Account Sets/' as XML files.
  • [Upg] 3 new account sets added to swedish version.
  • [Chg] 'Change' and 'Delete' button positions inverted in Transaction panel and Account Manager.
  • [Chg] Origin and target accounts rewritten with proper case when tabbing thru fields.
  • [Chg] Tracking number is now recorded depending on the accounts used in the transaction.
  • [Fix] Auto-complete deactivated when tabbing thru the Payee field.
  • [Fix] Report range is back on printouts.
  • [Fix] Jumping to a transaction from Queries panel now take care of current view.
  • [Fix] Overview panel transaction viewer no longer disappear after restarting iCash.
  • [Fix] Favorites window now allows to add favorites again.
  • [Fix] Report date is now always printed.
  • [Fix] Pie chart percentage ratios not taking care of currency.

New in iCash 4.1 (Dec 12, 2007)

  • [Upg] It is now possible to edit and deactivate the default transaction types.
  • [Upg] The 'Duplicate' function has been extended to allow multiple copies of transactions.
  • [Upg] New Balance Sheet Detailed report displaying Types, categories and accounts.
  • [Upg] A Calendar has been added to transaction panel (accessible by clicking on 'Day').
  • [Upg] A Calculator has been added to transaction panel (accessible by clicking on 'Amount').
  • [Upg] It is now possible to create an Account Statement report specifying a project.
  • [Upg] New 'Account Statement' menu in Overview contextual menu to create and a report directly.
  • [Upg] New 'Edit | Select None' menu.
  • [Chg] Liability total added to Balance sheet report.
  • [Fix] Documents displayed under main menu bar on given occasions (Mac OS)
  • [Fix] German and Italian localizations corrections.

New in iCash 4.0 (Nov 14, 2007)

  • [New] It is now possible to create budgets and calculate values taking existing data.
  • [New] The overview panel can be used to browse thru types, categories and accounts.
  • [New] The overview panel can now be set to display the accounts as a flat list.
  • [New] It is now possible to automatically update currency rates thru the internet.
  • [New] Support for Bar and pie charts.
  • [Upg] Document balance status now uses colors to display positive and negative amounts.
  • [Upg] Transaction balance status now uses colors to display positive and negative amounts.
  • [Upg] Possibility to hide deactivated accounts from Overview panel.
  • [Upg] Possibility to deactivate accounts from Overview panel and Account window.
  • [Upg] New shortcut to go thru panels (Cmd-1 to 6 on the Mac and Ctrl-1 to 6 on Windows).
  • [Upg] Transaction printout now shows amounts in color.
  • [Upg] Reports printout now shows amounts in color.
  • [Upg] Balance report can now be created by category.
  • [Upg] Balance report can now display two dates and the variation between them.
  • [Upg] It is now possible to duplicate/transfer transactions keeping the same day.
  • [Upg] 'Edit | Refresh' menu can be used to refresh any panel.
  • [Upg] Interface enhancements for Mac OS 10.5 (Leopard) and Windows Vista.
  • [Chg] The scheduler window is now a resizable standard document window.
  • [Chg] The currency editor window is now a resizable standard document window.
  • [Chg] Report date range start date is now set to first day of current year by default.
  • [Fix] Help file not accessible from inside the application in given occasions.

New in iCash 3.4.1 (Oct 16, 2007)

  • [Upg] Faster and more reliable database engine.
  • [Fix] New added transactions always focused including on descending sorting.