What's new in Debit & Credit 6.3.2
Mar 8, 2024
- Fixed bug when scheduled transactions in calendar were created without taking into account specified end dates
- Improved logic behind autocompletion for metadata items when creating a new transaction
New in Debit & Credit 6.3.1 (Jan 30, 2024)
- Graphs of the wealth-related reports (“Am I getting richer or poorer?”, “What will happen to my wealth in the future?”) now have more information displayed, their scale was adjusted to accommodate more report items
New in Debit & Credit 6.3 (Jan 23, 2024)
- This update brings improvements to report charts. The improvements are only available if you are running macOS Sonoma.
- Changes to all reports:
- The Y-axis with amounts is now always displayed on the right side
- Reports can be scrolled horizontally and timelines are consistently displayed in one direction across all reports
- Improved selection of items in a report graph. On the Mac, you no longer need to click and keep holding to select something in a graph
- Changes to wealth-related reports:
- The wealth forecast report is now broken down into weeks rather than days when looking at next year. For the daily forecast, please change the report date period to next month or quarter
- The wealth forecast default date period is now next quarter instead of next year. You can change the default date period in the report settings
- Improved display of the X-axis with date periods when looking into reports with shorter date periods
- Changes to the “How my spending is changing?” report:
- Report information for parent categories no longer includes child categories. They are treated now as separate categories. You can enable subcategory grouping in the report settings.
- Other changes:
- Pressing enter on the keyboard can be used to start editing currently selected transaction
- Improvements related to accounts sharing setup
New in Debit & Credit 6.2.1 (Oct 19, 2023)
- Improved compatibility with macOS Sonoma
New in Debit & Credit 6.2 (Sep 14, 2023)
- Improved support for macOS Sonoma
- Support for desktop widgets in macOS Sonoma
- iOS 17 and macOS Sonoma have different calendar permissions. Debit & Credit requires full calendar access, the app now displays correct permission request for that.
New in Debit & Credit 6.1.5 (Jun 15, 2023)
- Fixed bug when a balance forecast could be incorrect if you have recently moved to a different timezone
- Slightly improved PIN code entry animation, there is a very small delay now after typing the last digit
New in Debit & Credit 6.1.4 (May 11, 2023)
- Added support for Apple Savings account.
- If you have an account called "Apple Savings" and you create a new transaction on an account called "Apple Card", the app will automatically create a cashback in the savings account. Any existing scheduled transactions with Apple Card will need to be edited to make the cashback account change to Apple Savings.
New in Debit & Credit 6.1.2 (Apr 11, 2023)
- Added option to use ISO 8601 date formatting when exporting transactions to a CSV file
- Improvements to searching scheduled transactions
New in Debit & Credit 6.1.1 (Mar 3, 2023)
- Slightly refined “before” and “after” search operators. As a reminder, you can put search operators into the search field to get more accurate search results. You can read about them in the user guide.
- Fixed bug when sometimes refunds were incorrectly calculated in the “What do I spend my money on?” report
- Fixed a couple of small UI issues
New in Debit & Credit 6.1 (Feb 20, 2023)
- In this update, the reports engine which generates information for reports was completely rewritten. As a result, the following improvements were made:
- Loading the “What will happen to my wealth in the future?” report with date periods over a year is now 3-4 times faster
- Loading the “What do I spend my money on?” report with enabled grouping option is now up to 50% faster
- Fixed bug when the “How much do I earn compared to my expenses?” report was incorrectly presenting information for mixed splits and refunds with splits
- Fixed bug when selecting only a parent category and then enabling the grouping option in the “What do I spend my money on?” report settings would result in incorrect report results
- Fixed bug when a transfer to an account that is excluded from net wealth calculation was not decreasing amounts in the “What will happen to my wealth in the future?” report
- Fixed bug when split amounts were incorrect when exporting transactions directly from a report
- Fixed bug when total category amounts were rounded when exporting transactions directly from a report
New in Debit & Credit 6.0.2 (Jan 12, 2023)
- Small bug fixes related to financial plans
New in Debit & Credit 6.0.1 (Dec 24, 2022)
- Fixed bug when the "How much do I earn compared to my expenses?" report had an incorrect layout
- Fixed bug when the “How my spending is changing?” report had an incorrect graph when it was broken down by weeks
- Fixed bug when the “How well do I manage my budges?” report had an incorrect graph when a weekly or daily budget was used
- Fixed bug when an upcoming scheduled transaction was duplicated after travelling to a different timezone
New in Debit & Credit 6.0 (Dec 16, 2022)
- I am incredibly pleased to start a new long-term project of modernising underlying technologies used by Debit & Credit. The app has started in 2014 and many things have changed since then. Over the coming months or maybe even years I intend to modernise the code used by the app. This will allow the app to maintain its high level of performance and stability, as well as get new features faster in the future.
- In this version the following parts were rewritten:
- Report graphs
- Report tables
- Exporting reports to PDF
- Using Handoff for reports
- The changes were made only for the users running iOS 16 and macOS Ventura. If you are on an older version, you will see the same old reports.
- Actual report data (information generated by the app) will be rewritten in the next version.
- You should not see any major changes to the reports, I was aiming to keep them the same while rewriting. However, should you see any issues with report graphs or tables, please contact me through the app settings.
New in Debit & Credit 5.6 (Oct 23, 2022)
- macOS Ventura support
- Fixed bug when exported transactions from a report (either to a CSV file or the Numbers app) had incorrect amounts for categories when the "Group subcategories" option was enabled in the report settings
- Fixed bug when sometimes after deleting an account transfers could be duplicated. The fix works only when all devices (both iOS and macOS) are running version 5.6 or newer
New in Debit & Credit 5.5.5 (May 24, 2022)
New in Debit & Credit 5.5.4 (Mar 21, 2022)
New in Debit & Credit 5.5.3 (Feb 18, 2022)
- When upcoming transactions are enabled they are no longer displayed until you scroll the list of transactions of transactions up.
- When you have many attachments it can a bit hard to manage all of them in one place. So now on the “Attachments” page in the app settings attachments are grouped by year.
New in Debit & Credit 5.5.2 (Jan 20, 2022)
- Fixed bug when transfers from/to accounts that are marked as excluded from net wealth calculation were leading to incorrect financial plans calculations
- Improved matching of existing payees when importing a file with transactions
New in Debit & Credit 5.5 (Dec 2, 2021)
- Now you can preview upcoming scheduled transactions in your accounts right next to regular transactions. To do that, click on the "View" menu in the menu bar and select the relevant menu item.
New in Debit & Credit 5.4 (Oct 20, 2021)
- Improved Statement Reconciliation:
- When reconciling transactions with a bank statement, you can drag and drop transactions to rearrange them by date. That way you can make transactions order match your bank statement.
- Also, if you share an account with someone else you will see a new filter option to show transactions only created by them. This is useful if your credit card has supplementary cardholders and their transactions are listed separately on a statement.
- Improved Financial Plans:
- When looking at financial period results, you can quickly see how much expense and income was planned for that period compared to the actual amounts.
- New Icons for Accounts and Folders (macOS 12 Required):
- Added 10 new icons that you can use for accounts and account folders. Please note that they will not sync to devices running iOS 14 or macOS 11.
- Shortcuts App Support (macOS 12 Required):
- Now you can create transactions using the new Shortcuts app in macOS Monterey.
- Copy Scheduled Transaction Amount:
- Added a simple menu action to copy a scheduled transaction amount. This is useful when you have a bill to pay and you just want to copy and then paste an amount into your banking app.
- Reorganized Menu Bar Menus:
- Menu bar commands for importing files were moved into the “File” menu in the menu bar, the new “Transaction” menu bar displays common actions on transactions when there is one selected.
- Scheduled Transaction Notifications Are Time-Sensitive (macOS 12 Required):
- All notifications related to scheduled transactions are marked as time-sensitive by the app.
New in Debit & Credit 5.3.9 (Jul 16, 2021)
New in Debit & Credit 5.3.8 (Jul 8, 2021)
New in Debit & Credit 5.3.7 (May 13, 2021)
New in Debit & Credit 5.3.6 (Apr 29, 2021)
- Creating a new backup in the app preferences is now 4 times faster (instead of 2 seconds it takes less than half of a second now)
- Other minor improvements and bug fixes
New in Debit & Credit 5.3.4 (Mar 11, 2021)
- Added option to filter reports by specific accounts
- Added option to select a different account when paying a scheduled transaction (when using the “Pay with custom options” action)
- Small improvements related to CSV file import
New in Debit & Credit 5.3.3 (Mar 2, 2021)
- This update includes several small features and improvements:
- Improvements to Reports:
- Previously the app was excluding categories from the “What do I spend my money on?” report when they had transactions but the final amount was either positive or zero (for instance, if you had an expense that was later refunded). Now such categories are included in the “What do I spend my money on?” report. Also in the iOS version of the app, the “How well do I manage my budgets” report was slightly redesigned to fit more information.
- Improvements To Search Operators:
- Now you can type “category:none” into the search field to quickly find transactions without a category. Similarly, you can use the same operator for descriptions, payees, tags, and notes.
- Option To Convert Transaction Descriptions Into Notes:
- Transaction descriptions are supposed to be reused with multiple transactions. If you have many descriptions that were used only once, you might be better using transaction notes instead. That will improve the performance of the app in some cases.
- In this update, those customers who have many one-time used descriptions will see an option to convert them into transaction notes. That option will be provided in the advanced app settings, in the "Descriptions" section.
New in Debit & Credit 5.3 (Jan 15, 2021)
- Calendar Integration for Scheduled Transactions:
- Now you have an option to include scheduled transactions into your system calendar. That is useful if you want to see future payments alongside all other calendar events. To use this feature, enable the “Include Into Calendar” option. The option is available when creating or editing a scheduled transaction.
- New Cryptocurrencies:
- In addition to Bitcoin, the following cryptocurrencies were added: Ethereum, Ripple, Litecoin, Stellar, Monero. You can also select gold (XAU) or silver (XAG) as a currency now. Before using one of those new currencies, please make sure to update the app to this version on all of your devices.
New in Debit & Credit 5.2.1 (Jan 5, 2021)
- Displayed remaining budget periods are now more accurate, e.g. "Ends in: 1 week and 5 days" instead of just "1 week"
- The toolbar is now displayed when the app is used in the full-screen mode in macOS Big Sur
- Fixed bug when pressing Esc key sometimes was not closing the new transaction form
- Fixed bug when a financial plan created for just one month was incorrectly calculated
- Fixed bug when printed reports could be clipped on the right side
New in Debit & Credit 5.2 (Dec 11, 2020)
- Importing transactions is now much easier for new users: you no longer need to create accounts before importing a file with transactions. Now the app will recognize accounts in a file and will suggest creating them before completing an import.
New in Debit & Credit 5.1.6 (Dec 11, 2020)
- Fixed bug when item selection in the sidebar was dropping after showing hidden accounts
- Fixed bug when sometimes scheduled transactions had an incorrect next date (only if a weekday repeating period was used)
- Fixed bug when table columns for a financial plan were incorrectly sized after updating a plan
New in Debit & Credit 5.1.4 (Nov 27, 2020)
- Our widgets in macOS Big Sur now have a larger font size.
New in Debit & Credit 5.1 (Nov 10, 2020)
- New design for macOS Big Sur:
- The first time you launch Debit & Credit in macOS 11, you will notice a new toolbar at the top of the app window. It has the same familiar controls as before but looks so much better in Big Sur. The sidebar was also redesigned with new icons. Another great feature is full support for custom accent colors. If you select a custom accent color in the system preferences of your Mac, you will notice that the same color will be used in the app for selections and some of the user interface elements.
- New Widgets:
- Debit & Credit has three new widgets for macOS Big Sur: budgets, accounts, and scheduled transactions. The widgets are configurable and you can set your custom background color to make them match your wallpaper. You can also set a specific budget or an account for the relevant widget if you want to.
- Financial Plan Analysis:
- Once a financial plan ends, you will get a short analysis from the app that will contain insights into your performance. Also in the Mac app, you can now see an annual total for every plan item when using the table view mode.
- Improved Support for Apple Card:
- When adding a new transaction for Apple Card, you will see the new cashback selection available right in the new transaction form. Scheduled transactions now also can have Apple Card cashback recorded automatically. As a reminder, if you have both “Apple Card” and “Apple Cash” accounts in the app you will be able to have daily cash transactions created automatically after creating an expense on Apple Card account.
- Improvements to reports:
- The following two reports now have an option to display quarterly data: “How my spending is changing?” and “How much do I earn compared to my expenses?”.
New in Debit & Credit 4.2.3 (Jul 26, 2020)
- Small improvements and bug fixes
New in Debit & Credit 4.2.2 (Jul 15, 2020)
- Small improvements and bug fixes
New in Debit & Credit 4.2.1 (Jun 10, 2020)
- Small improvements and bug fixes
New in Debit & Credit 4.2 (May 27, 2020)
- New Repeat Periods for Scheduled Transactions:
- Now you can set your scheduled transactions to repeat on a particular day of the month. For instance, you can set a scheduled transaction to repeat on the second Wednesday of the month.
- Merging Metadata Items:
- Sometimes you might need to merge a few descriptions or categories. Now you can do that in the app preferences. Select multiple items, right-click one of them, and select "Merge".
- Shared Financial Plans:
- Your family members can now optionally see your financial plans. To share a financial plan, you need to be also sharing all of your accounts. As a reminder, sharing settings are available in the app settings, in the iCloud sync section.
- Search for Scheduled Transactions:
- When you switch to the "Scheduled" section in the Mac app, you will see a search box. You can use it to search for pretty much everything but it also supports search operators (e.g. "after", "before", "category", etc). You can read more about search operators in the user guide.
New in Debit & Credit 4.1.6 (May 8, 2020)
- Fixed bug when deleting multiple financial plans at once could result in a sync error
- Fixed bug when sometimes converting two transactions into a transfer could result in an incorrect running balance
- Fixed bug when the share extension could crash after tabbing through all fields
- Fixed bug when transactions were incorrectly displayed when more than 50 transactions were created for a single day
- Fixed bug when transaction selection could be incorrect after using the share extension
New in Debit & Credit 4.1.5 (Apr 27, 2020)
- fixed bug when the "Manage Subscription" button was not working
- fixed bug when the new transaction window was not properly centered
New in Debit & Credit 4.1.4 (Apr 23, 2020)
- Fixed bug when starting balance could be incorrect in a financial plan
- Fixed bug when balancing transactions (transactions that are created when you edit account balance) were not included into financial plans
New in Debit & Credit 4.1.3 (Apr 13, 2020)
New in Debit & Credit 4.1.1 (Mar 23, 2020)
- Fixed bug when the app could crash after changing a transaction date
New in Debit & Credit 4.1 (Mar 18, 2020)
- Account Folder Sharing:
- Now you can share account folders with other users. Any new accounts you later create in shared folders will be automatically shared as well. However, please note that it is no longer possible to share individual accounts in a folder, you can only share all accounts in a folder or individual accounts that are not in folders. If you have previously shared accounts in a folder, you will need to set up shared accounts again.
- Improved Account Selection for Sharing:
- Since now the app supports many different types of data that can be shared (accounts, folders, budgets, scheduled transactions) the dialog for picking what data to share was redesigned to offer a better experience.
- Effective Date for Refunds:
- When creating a refund for an existing transaction, the app will allow you to set an “effective date” for it. This is the date that will be used for reports and plan calculations. Consider the following example: you buy something in January and then later sell it in March. When creating a refund transaction for the sale, you want that transaction to be accounted for as if it was recorded in January (you want reports to indicate decreased expense in January and not in March).
- Improved Financial Plans:
- Previously the app was showing unplanned expenses only as categories. Now unplanned expenses with tags will be separately grouped.
- Now you can duplicate existing financial plans. This is useful when you have finished a plan and you want to create a new plan based on it.
- Financial plan calculation is now up to 2 times faster.
- Improved Reports:
- When you open the “What do I spend my money on? report and then select a category, the list of transactions will have amounts for the relevant split categories separately displayed, e.g. “$5 out of $20”. Previously this feature was available only when the report did not have the categories grouping option enabled.
- Improved Transactions Exporting:
- If you use the same child category name more than once in different parent categories, the app will include a parent category name when exporting transactions.
- Background Refresh:
- If you leave the Mac app open it will refresh data in the background every hour to keep up to date with other devices and perform other maintenance tasks.
- Other Improvements:
- Handoff support for financial plans
- Now you can set zero as an amount for expense or income transactions
- Small improvements related to how scheduled transactions are displayed
- On Mac budgets will have different progress bar colour depending on your spending (not in the sidebar, only when “Budgets” section is selected)
- On Mac badges for overspent budgets and overdue scheduled transactions have a prettier font
- Accessibility improvements
New in Debit & Credit 4.0.3 (Mar 8, 2020)
New in Debit & Credit 4.0.2 (Feb 25, 2020)
- Small bug fixes and improvements related to financial plans.
New in Debit & Credit 4.0.1 (Feb 23, 2020)
- Accounts that have "Exclude from net wealth" option enabled are no longer included into financial plans
New in Debit & Credit 4.0 (Feb 18, 2020)
- Financial Plans:
- A completely new section of the app that allows you to create a financial plan for the next 12 months and then compare your financial performance against it. A great tool to see your future net wealth and make decisions about your financial future. To use financial plans you need to need a Mac with macOS 10.15.
- Tax Related Improvements to Reports:
- Now you can export report data with transactions into a single CSV file or to Numbers app. This is great if you need to prepare a categories report with transactions for your tax accountant. At this moment the following reports support this feature: "What do I spend my money on?", "Where do I spend my money?" and "What are sources of my income?"
New in Debit & Credit 3.2.7 (Feb 10, 2020)
- This update improves compatibility with the upcoming big update of Debit & Credit.
New in Debit & Credit 3.2.6 (Dec 2, 2019)
New in Debit & Credit 3.2.5 (Nov 26, 2019)
- fixed bug when "Amount" column was sized incorrectly in the table view mode
- fixed bug when sometimes dark mode was not applied correctly in the reconciliation mode
New in Debit & Credit 3.2.3 (Nov 19, 2019)
- fixed bug when sometimes scheduled transactions were sorted incorrectly
New in Debit & Credit 3.2.1 (Nov 11, 2019)
- New date periods for reports: "Last Month" and "Last Year". Also, report date period selection is visually improved, you can see what dates will be covered by each period.
New in Debit & Credit 3.2 (Nov 4, 2019)
- Shared Scheduled Transactions:
- Now in addition to accounts and budgets you can also share scheduled transactions with other iCloud users (e.g. members of your family). This option has to be enabled in the app preferences after sharing accounts. Please note that other users will have only "read-only" access to your scheduled transactions. Shared scheduled transactions are displayed in a separate section in “Scheduled”.
- Important compatibility notice: should you decide to share your scheduled transactions, please make sure that you installed version 3.2 on all of your devices.
- Improvements to Statement Reconciliation:
- When you finish reconciling your account, your closing statement balance is saved and then is suggested as an opening balance for the next reconciliation.
New in Debit & Credit 3.1.2 (Oct 7, 2019)
- Improvements related to support of "Unlock with Apple Watch" in macOS Catalina. This feature is automatically available if you enable PIN code in the app.
New in Debit & Credit 3.1.1 (Sep 30, 2019)
- now you can select parent categories for budgets separately from child categories
- fixed bug when search could be activated in 10.13 High Sierra
- fixed bug when sometimes budgets could be synced incorrectly between devices
New in Debit & Credit 3.1 (Sep 13, 2019)
- Support for Apple Card Quick Cashback Entry:
- If you create a new transaction on "Apple Card" account, the app will automatically suggest creating a daily cash transaction on "Apple Cash" account (if you have one).
- Share Extension:
- Now you can share a PDF or an image from any other app to quickly create a new transaction with that file in Debit & Credit. Just right click a file in any other app and select "Share" in the menu (you might need to activate "Debit & Credit" there). This is very useful if you often create new transactions with invoices or receipts that you get via email. Moreover, the app will analyze the file you share with it and it will try to suggest the relevant payee, category and account when possible. With time as the app learns it might be able to extract amounts from invoices as well making adding a new transaction a one click experience.
- Unlock With Apple Watch:
- If you use PIN code protection in the app, you will be able to unlock the app with your Apple Watch (watchOS 6 and macOS Catalina required).
- Interactive Reports:
- Now you can click and drag on a report graph to see its details, just like in the iOS version of the app.
- New Date Periods for the Wealth Forecast Report:
- Now you can select from next 3, 5 or 10 years when forecasting your net wealth or account balance.
- Improved Handling of Multiple Timezones:
- Previously the app could separately display transactions made on the same day in different timezones. Now it should handle them correctly.
- Bug Fixes:
- Fixed bug when sometimes the app could show accounts/budgets share as pending in the app settings when it was accepted
New in Debit & Credit 3.0.5 (Jul 9, 2019)
- Improvements related to QIF file import
New in Debit & Credit 3.0.4 (Jun 25, 2019)
- Small improvements related to account folders
New in Debit & Credit 3.0.3 (Jun 11, 2019)
New in Debit & Credit 3.0.1 (May 10, 2019)
- Bug fixes and improvements related to the account folders support added in version 3.0
- Transaction attachments are now uploaded to iCloud faster
- New search operators: "before" and "after". They are used to filter search results by a date period. You can read more about search operators in the user guide.
New in Debit & Credit 3.0 (May 6, 2019)
- This update brings support for account folders. Now you can group accounts into folders and optionally have balance for those folders displayed.
- To create a new account folder, use the "Account" menu in the menu bar. Premium version is required.
New in Debit & Credit 2.10.6 (Apr 27, 2019)
- This update improves compatibility with the future update of Debit & Credit.
New in Debit & Credit 2.10.5 (Apr 4, 2019)
- You will now see a separate warning message if you try to delete a transaction that was previously reconciled
- When multiple scheduled transactions are selected and you right click one of them, the number of transactions will be mentioned in the menu (e.g. Pay 2 transactions)
- Improved date selection, now if you press down or up key on keyboard the app will correctly switch to next/previous day or month
- Improved error messaging for exporting transactions to Numbers app
- Fixed bug when the option to save report settings was not appearing in some cases
- Fixed bug when incorrect date was applied for payments of overdue scheduled transactions
New in Debit & Credit 2.10.4 (Mar 28, 2019)
- Improvements to Dark Mode support in macOS Mojave
New in Debit & Credit 2.10.3 (Mar 22, 2019)
- Improved support for Continuity Camera in macOS Mojave. This feature allows you to add new attachments to your transactions by taking photos or scanning documents with your iPhone or iPad.
New in Debit & Credit 2.10.2 (Mar 15, 2019)
- We added support for Continuity Camera in macOS Mojave. Now you can add new attachments to your transactions by taking photos or scanning documents with your iPhone or iPad.
New in Debit & Credit 2.10 (Feb 22, 2019)
- Child categories are now properly formatted in the dropdown selection when creating a new transaction
- Improved formatting of amounts on the vertical graph axis in reports
- If you use multiple currencies in the app and you change your default currency in the "Am I getting richer or poorer?" report, this new currency will apply to your new wealth calculation
- Performance improvements
- Bug fixes
New in Debit & Credit 2.9.4 (Jan 15, 2019)
- Option to export transaction attachments from the app. Useful if you need to export receipts for tax purposes. This option is available only if you have existing attachments.
- Now if you create a new budget without assigned categories, you will get a warning
- Bug fixes
New in Debit & Credit 2.9.3 (Dec 30, 2018)
New in Debit & Credit 2.9.2 (Dec 18, 2018)
- Added Touch ID support for the new MacBook Air. Touch ID authentication is available when you enable PIN in the app preferences.
- Improvements related to QIF file import
- Fixed bug when sometimes updated account balances were not displayed after file import
New in Debit & Credit 2.9.1 (Dec 10, 2018)
- Improvements related to CSV file import
- Improvements related to the Dark mode support
New in Debit & Credit 2.9 (Dec 3, 2018)
- This update brings undo support for almost all actions in the app. Things like editing a transaction or deleting an account can now be rolled back. To use undo on Mac, press command + Z on your keyboard or go to "Edit" menu.
- Specific accounts can be excluded from your net wealth calculation. To enable this, just edit an existing account in the app settings. Useful if you have a mortgage that you don't want to count for your net wealth.
- Tags can be suggested by default when creating a new transaction on specific accounts. This is useful if for some reason you are looking to filter reports based on a tag that you use only for a particular account.
- If you use multiple currencies in the app, you will now be able to select a currency for a report in its settings.
- When exporting transactions to a CSV file or to the Numbers app, you will have an option to have split categories separated as they were separate transactions. Useful if you are doing a spreadsheet analysis for tax purposes.
- When exporting transactions to the Numbers app, dates can be further reformatted in the Numbers app.
- Improved import of QIF files with split categories
- Improvements related to Touch ID support on the MacBook
- Fixed bug when sometimes the app was showing an incorrect badge label on the app icon for overdue scheduled transactions
New in Debit & Credit 2.8.2 (Oct 3, 2018)
- Improvements related to Dark Mode support in macOS Mojave
- Bug fixes
New in Debit & Credit 2.8 (Sep 25, 2018)
- Added support for dark mode in macOS Mojave
- Added support for notification actions in macOS Mojave. If you receive a notification for a scheduled transaction, you can move your mouse cursor into it to perform one of two actions: either pay or skip it. This is available for scheduled transactions with “Notify when due” option enabled and “Process automatically” option disabled.
- Performance improvements related to the table view mode
- Numerous internal improvements and bug fixes
New in Debit & Credit 2.7.5 (Jul 6, 2018)
New in Debit & Credit 2.7.4 (Jun 27, 2018)
New in Debit & Credit 2.7.3 (Jun 11, 2018)
New in Debit & Credit 2.7.2 (May 4, 2018)
- Multiple improvements related to transaction files (attachments):
- now you can drag and drop a file directly into a transaction to add it as an attachment. Transaction files are available for premium version users only.
- the file size limit for transaction files was increased from 20MB to 50MB
- added search operator for attachments. Enter "attachments:yes" in search box to have your search results filtered by transactions with attachments
New in Debit & Credit 2.7.1 (Apr 15, 2018)
- improvements related to budgets and how refunds are handled for them
- fixed bug when multiple selection of scheduled transactions was not bringing aggregate information in the top panel
- fixed bug when sometimes transactions could not be edited if multiple transactions were selected
- bug fixes related to file import
- other improvements and bug fixes
New in Debit & Credit 2.7 (Apr 3, 2018)
- New features:
- both regular and table view modes were rewritten to provide better user experience. This means better animations on adding or deleting a transaction, better drag and drop experience, improved performance
- you can now change what pieces of information are displayed for a transaction in the regular view mode. For example some people might find useful having payee displayed regardless of any other information available for a transaction. Click on the “View” menu, then select “Transaction Layout…” to change that.
- added option to rearrange metadata transaction fields in the new transaction form. As an example, you can make payee to appear before description in the new transaction form. Click on the “View” menu, then select “Transaction Layout…” to change that.
- date format used by the app can now be adjusted. This is useful if you have limited screen space and you want the “Date” table column to be as short as possible. Click on the “View” menu, then select “Date & Time Settings” to change that.
- you can now reorder your budgets. Just use drag and drop to set them in your preferred order.
- support for search operators. This allows you to have more precise search results when needed. Supported operators are category, payee, description, notes, tag, year. Examples:
- category:coffee
- payee:”Apple Store” (quotes should be used for more than one word)
- year:2014
- Detailed information on this feature is available in the user guide.
- Improvements:
- when in “Budgets” section you can right click a budget and load a report on it straight away from the contextual menu
- when exporting transactions from the app, information about pending/cleared status is included if there are any pending transactions
- when importing transactions from a file the app is now more accurately checking for existing transactions and deselecting them for import
- reports are now automatically updated whenever there is a change downloaded from iCloud
- added shift + command + H shortcut to show/hide hidden accounts
- Bug fixes:
- fixed bug when text in forms could appear blurry in High Sierra
- fixed bug when split view in full screen was not working well
- fixed bug when sometimes “How much do I spend compared to my expenses?” report was showing data out of the relevant date period
New in Debit & Credit 2.6.3 (Feb 12, 2018)
- performance improvements related to displaying attachments in the app settings
- improvements related to sync error handling
- the app will display who created or edited a transaction in the reconciliation mode (applies to shared accounts)
- bug fixes and improvements
New in Debit & Credit 2.6.2 (Jan 22, 2018)
- This update fixes small bugs including a problem when it was not possible to use tab to switch between different fields (in the "New Transaction" form). Version 2.6 had a number of new great features:
- Option to have two reports displayed side by side (Mac and iPad only):
- This is very useful when you want to compare expenses between two different time periods. When adding a second report, the app will automatically suggest the most relevant date period for it. For example, if you are looking at your expenses for this year, the second report will open for the previous year.
- Support for mixed split categories:
- In very rare cases you might want to create a transaction that will include both expense and income split categories. For example, you received a salary with particular deductions that you want to account for. In that scenario you can apply expense split categories to an income transaction. To use this feature, hold option while clicking on "+" when creating a split category.
- Visual improvements to "How my spending is changing?" report:
- Now this report is much easier to read when you compare multiple categories. Definitely worth looking at the new design!
- Exporting transactions from reports:
- When using “What do I spend my money on?” report, you can export transactions from a particular expense category to a CSV file. To do that, just right click a category in a report and select the relevant menu item. The same feature applies to “Where do I spend my money?” and “What are my sources of income?” reports.
New in Debit & Credit 2.6.1 (Jan 16, 2018)
- Option to have two reports displayed side by side (Mac and iPad only):
- This is very useful when you want to compare expenses between two different time periods. When adding a second report, the app will automatically suggest the most relevant date period for it. For example, if you are looking at your expenses for this year, the second report will open for the previous year.
- Support for mixed split categories:
- In very rare cases you might want to create a transaction that will include both expense and income split categories. For example, you received a salary with particular deductions that you want to account for. In that scenario you can apply expense split categories to an income transaction. To use this feature, hold option while clicking on "+" when creating a split category.
- Visual improvements to "How my spending is changing?" report:
- Now this report is much easier to read when you compare multiple categories. Definitely worth looking at the new design!
- Exporting transactions from reports:
- When using “What do I spend my money on?” report, you can export transactions from a particular expense category to a CSV file. To do that, just right click a category in a report and select the relevant menu item. The same feature applies to “Where do I spend my money?” and “What are my sources of income?” reports.
- Premium version is now a subscription:
- Nobody likes subscriptions but unfortunately this is the only way to make app development sustainable these days. There are too many financial apps that were abandoned by their developers because keeping them updated was no longer feasible. Existing customers who purchased premium version for Mac will continue enjoying premium benefits on their Mac devices (similarly, if you purchased premium for iOS, you will continue having premium there).
New in Debit & Credit 2.5.4 (Dec 1, 2017)
- Hot keys are now working when Caps Lock is enabled
- Improvements related to force clicking transactions for editing
- Internal improvements related to scheduled transactions
New in Debit & Credit 2.5.3 (Nov 17, 2017)
- Transactions can be edited using force click (if you have a Force Touch Trackpad).
New in Debit & Credit 2.5.2 (Nov 6, 2017)
- Transactions can be edited or deleted right from a report
- Handoff support for viewing reports and reconciling transactions. Start statement reconciliation on one device (e.g. iPhone) and continue on another
- Multiple improvements to iCloud sync, redownloading all records from iCloud on reinstall is up to 50% faster
- Force quitting the app with sync in progress (for whatever reason) does not create duplicates anymore
- Other bug fixed and improvements
New in Debit & Credit 2.5.1 (Nov 4, 2017)
- Bug fixes related to El Capitan.
New in Debit & Credit 2.5 (Nov 3, 2017)
- transactions can be edited or deleted right from a report
- handoff support for viewing reports and reconciling transactions. Start statement reconciliation on one device (e.g. iPhone) and continue on another
- multiple improvements to iCloud sync, redownloading all records from iCloud on reinstall is up to 50% faster
- force quitting the app with sync in progress (for whatever reason) does not create duplicates anymore
- other bug fixed and improvements
New in Debit & Credit 2.4.3 (Oct 2, 2017)
- This update fixes a bug when transactions for import would be displayed incorrectly (overlapping each other) in High Sierra.
New in Debit & Credit 2.4.2 (Sep 25, 2017)
- Small quality of life improvement: you should see far less new automatically generated refund-related descriptions ("Refund of…") in your descriptions history. Yet they will still be displayed when needed in the transaction history.
- Due to the changes made to the App Store, Debit & Credit has lost all of its ratings that it has collected for many years. If the app will ask you for a new rating, please submit it, this is really important to me.
New in Debit & Credit 2.4.1 (Sep 16, 2017)
- Now you can rearrange reports via drag and drop, the order will be synced to other devices via iCloud
- OFX/QFX files with multiple accounts are now fully supported
- CSV file import supports importing transaction notes a separate column
- Performance improvements and bug fixes
New in Debit & Credit 2.4 (Jun 28, 2017)
- Improvements to reports:
- now you can exclude a particular category or a payee from a report. Right click an item in a report and select the relevant option (available for "What do I spend my money on?", "Where do I spend my money?" and "What are my sources of income?" reports).
- "What will happen to my wealth in the future?" report now has an option to include budgets into calculation.
- Improvements to scheduled transactions:
- now you can select multiple categories for a single scheduled transaction.
- option to create pending scheduled transactions. This option is available if you use pending transactions.
- Improvements to budgets:
- option to include pending transactions into a budget. This option is available if you use pending transactions.
- Other improvements and bug fixes:
- uploading new transactions with multiple categories to iCloud is now 50% faster
- selection colour is now blue when alternate row colours are enabled for the table view mode
- the widget now follows the main app settings for the new transaction form: show/hide pending option, create pending by default and others.
- option to restore alphabetical order of categories if you are currently using custom order. Open categories in the app preferences, right click one of them and then select "Restore Alphabetical Order".
- option to preview transactions in a backup copy. Right click a backup in the app preferences and select "Preview…" (requires macOS Sierra).
- improved loading UI when the app is reinstalled.
- when selecting categories or payees for a report, search box is available if the list of items is long enough.
- major internal changes to improve reliability and performance.
New in Debit & Credit 2.3.1 (Apr 7, 2017)
- Fixed bug when table colums could not be reordered as some other minor bugs.
New in Debit & Credit 2.3 (Mar 30, 2017)
- Shared Budgets:
- now once you start sharing accounts, you can optionally share selected budgets.
- click on "Manage" next to the share panel to enable shared budgets.
- share participants will be able to contribute to budgets by creating transactions on shared accounts, but they will not be able to edit or delete your budgets.
- Significantly improved Touch Bar support:
- Colour indicators are displayed on the Touch Bar for bar chart reports. They can be used to highlight an item in a report.
- For wealth-related and other reports, the slider area now has information about date periods it covers.
- Edit and delete buttons are provided when there is a transaction selected.
- Locations for payees:
- Previously locations could be only created and managed in iOS app.
- Locations are used to quickly create new transactions with pre-filled payee and category fields in iOS app.
- Now you can manage locations for existing payees in the app preferences.
- Improved statement reconciliation table view:
- Table columns can be re-arranged.
- You can sort transactions by any of the available column values, just click on a column header to change sorting.
- Right click the table header to enable/disable some of the optional columns, including uncleared account balance.
- Improvements to budgets:
- When managing previous budget limits, you can add a comment to a limit to have it later displayed in the budget report. Example: you have used a different budget limit only for a couple of months due to a specific event. You can add a note about that to this limit change and it will be later displayed in the budget report.
- When transactions are displayed for a particular budget, amounts for split transactions specifically display how much of the total is attributed to budgeted categories.
- Other improvements and fixes:
- Added option to have running balance displayed in the regular view mode. This option is available in the "View" menu when a particular account is selected.
- Added option to have alternate row colours in the table view mode. This option is available in the "View" menu when the table view mode is enabled. It also applies to the statement reconciliation mode.
- Improvements to the way how refunds are handled by the app
- Transfers are displayed as a single transaction and not as two transactions when all accounts are selected
- Minor improvements to transaction import
- Fixed bug when the app could crash after saving report settings with custom date period.
New in Debit & Credit 2.2 (Jan 31, 2017)
- Added option to save custom report settings as default for a particular report type. This option appears after you change default report settings.
- Budgets can be filtered by transaction tags. This is useful when you want to exclude a particular type of spending from a budget or to filter it by a specific event like a vacation.
- Option to carry over negative budget balances to next periods.
- Transaction amount is automatically calculated based on the amounts of entered split categories.
- Added "Pay With Custom Options" action for scheduled transactions. It allows you to pay a scheduled transaction with custom amount, date and optionally without updating the scheduled transaction itself. This is useful when a partial scheduled payment occurred and you don't want to change next payment date of a scheduled transaction yet.
- Currently selected account is suggested as default when importing transactions.
- CSV column selection is now automatically saved and used for the next import of a similar file when possible.
- Option in the "View" menu to display uncleared account balance in the sidebar.
- Account sidebar's width can be adjusted.
- Improved reliability of automatically processed scheduled transactions.
- Fixed bug when refunds were incorrectly calculated for "How much do I earn compared to my expenses?" report.
- Fixed bug when sometimes scheduled transfers could be incorrectly processed if multiple devices were synced.
New in Debit & Credit 2.1.1 (Nov 14, 2016)
- Improvements to pending transactions:
- Uncleared account balance (calculated including pending transactions) is displayed in the top panel if you have pending transactions.
- Added option to create pending transactions by default (available in the new transaction form settings).
- Added optional table column with running balance that includes pending transactions (right click the table header to activate).
- Pending transactions are now included into account balance forecast and "What will happen to my wealth?" report.
- Support for the Touch Bar & Touch ID on MacBook Pro:
- Tap the Touch Bar to create a transaction, view balance forecast or switch to the statement reconciliation mode.
- Previously used metadata items (categories, descriptions, etc) are suggested on the Touch Bar when you start entering them in the new transaction form.
- Calculator buttons are displayed when entering transaction amount.
- Move the slider in the Touch Bar when viewing a report to navigate through the report graph.
- Unlock Debit & Credit with Touch ID (requires PIN to be enabled in the preferences).
- Other improvements and fixes:
- Balance forecast report graph displays additional axis at zero if your account balance will become negative in the future.
- Future dated transactions that fall into current budget period are now included into budgets.
- Search improvements. Now when searching for a whole amount (e.g. 35) the app displays all transactions with similar amounts (e.g. 35.31, 35.95).
- Added option to hide time in the new transaction form.
- If you share your accounts with someone else, you can enter his name in the search field to find transactions that he created or edited.
- Improved performance of wealth-related reports.
- Improvements related to sharing accounts with other users.
- Fixed bug when transaction form dismissal after editing was a bit slow.
- Fixed UI bug when selection was not be restored after expanding account/budget section.
- Other bug fixes and improvements
New in Debit & Credit 2.1 (Nov 14, 2016)
- Improvements to pending transactions:
- Uncleared account balance (calculated including pending transactions) is displayed in the top panel if you have pending transactions.
- Added option to create pending transactions by default (available in the new transaction form settings).
- Added optional table column with running balance that includes pending transactions (right click the table header to activate).
- Pending transactions are now included into account balance forecast and "What will happen to my wealth?" report.
- Support for the Touch Bar & Touch ID on MacBook Pro:
- Tap the Touch Bar to create a transaction, view balance forecast or switch to the statement reconciliation mode.
- Previously used metadata items (categories, descriptions, etc) are suggested on the Touch Bar when you start entering them in the new transaction form.
- Calculator buttons are displayed when entering transaction amount.
- Move the slider in the Touch Bar when viewing a report to navigate through the report graph.
- Unlock Debit & Credit with Touch ID (requires PIN to be enabled in the preferences).
- Other improvements and fixes:
- Balance forecast report graph displays additional axis at zero if your account balance will become negative in the future.
- Future dated transactions that fall into current budget period are now included into budgets.
- Search improvements. Now when searching for a whole amount (e.g. 35) the app displays all transactions with similar amounts (e.g. 35.31, 35.95).
- Added option to hide time in the new transaction form.
- If you share your accounts with someone else, you can enter his name in the search field to find transactions that he created or edited.
- Improved performance of wealth-related reports.
- Improvements related to sharing accounts with other users.
- Fixed bug when transaction form dismissal after editing was a bit slow.
- Fixed UI bug when selection was not be restored after expanding account/budget section.
- Other bug fixes and improvements
New in Debit & Credit 2.0.1 (Sep 23, 2016)
- Unfortunately, there is a bug in the current version of macOS Sierra that does not allow users to set up iCloud shared data in 3rd party apps downloaded from the Mac App Store. Debit & Credit is directly affected by this bug, please use iOS version of the app to set up shared accounts. We hope to see a fix from Apple soon.
- With version 2.0.1 you can see if a particular transaction on your shared account was created or edited by another iCloud user. This feature applies only to new transactions created with this update.
New in Debit & Credit 2.0 (Sep 19, 2016)
- Version 2.0 is all about shared accounts, which was the #1 requested feature from our users. Now you can share your accounts with other Debit & Credit users! That is absolutely fantastic for managing family finances!
- Shared accounts require premium version of the app as well as iOS 10 and/or macOS Sierra. You can read more about shared accounts in the user guide: http://debitandcreditapp.com/help/managing-data-shared-accounts.html.
- This update also brings file import improvements, expense and income amounts color coding (can be enabled via "View" menu) and many other improvements.
New in Debit & Credit 1.10 (Jun 22, 2016)
- New features:
- Flexible budgets. Now you can change the limit of an existing budget without affecting its previous history. The change will optionally apply only from the current budget period. This is good both for reporting and in case if you use carry over feature for your budgets.
- Option to convert expense or income transactions to transfers. Applies only to transactions imported from files with this version of the app. Just right click a transaction and select ‘Convert to Transfer’. This is option is very useful if you rely on importing files from financial institutions. More information is available in the user guide.
- When deleting a category/payee/tag that is associated with an existing transaction, a separate warning will be displayed about that.
- Improvements:
- Notes field in the transaction form expands as you type
- Improved accuracy of "Am I getting richer or poorer?" report
- Currency exchange rates are downloaded more frequently
- If multiple transactions are selected, the number of transactions in the selection and their sum is displayed
- Other fixes and improvements:
- Fixed: Transactions dated with a future date are no longer included into budget balances
- Fixed: Amounts in reports are no longer rounded if “Always Display Fraction Digits” is enabled in the menu bar
New in Debit & Credit 1.9.3 (May 11, 2016)
- Now after receiving a notification for a scheduled transaction the icon badge will not disappear until you check your scheduled transactions in the app. After that the app will also clear icon badges on other devices synced via iCloud. Please note that the app has to be running for the icon badge to be displayed.
- When multiple scheduled transactions are selected, the total amount is displayed in the top bar (this feature was previously available for regular transactions only).
- Improvements related to file import:
- Fixed: sometimes the app was not importing transfers if both accounts of a transfer were not in the same file.
- Fixed: the app was not properly recognizing amounts of transactions when a decimal separator was different from the one that was expected according to your regional settings (example: importing $1,200.54 in France, where comma is used as decimal and not thousand separator).
- Other fixes and improvements:
- Fixed: "Am I getting richer or poorer?" report was not displaying all information in its graph when its time period was more than five years.
- Fixed: balance was displayed in the wrong table column after marking checked transactions as reconciled.
New in Debit & Credit 1.9.2 (May 4, 2016)
- fixed bug when scheduled transactions were not displayed in 'What will happen to my wealth in the future?' report when double clicking on a report row
- added support for importing tab delimited CSV files
- added support for importing QMTF files
- added support for importing split categories from QIF files
- iCloud synchronization after deleting transactions is 50% faster
- relevant file name is suggested when exporting transactions to a CSV file
- fixed bug when transaction table columns were not automatically resized to fit contents in the statement reconciliation mode
- fixed bug when selecting 'Reports' in the main list was not opening the list of reports if there was already a report displayed
- fixed bug when sometimes the app would freeze on launch for 2-3 seconds
- improvements and fixes related to scheduled transactions
New in Debit & Credit 1.9 (Apr 7, 2016)
- Pending transactions. Now you can mark certain transactions as pending and they will not be used in reports, budgets and account balances. To mark a transaction as pending, right click it and select the relevant option. You can also do that while creating or editing a transaction, however, you will need to activate this feature in the transaction form settings (available in the extra options).
- Transaction filter. Once you start using pending transactions, the filter button will appear in the toolbar. You can use it to filter your transactions by pending or completed status. And it is smart enough not to clutter the interface if you don't use pending transactions!
- Attachments gallery. See and manage all of your attachments in the app preferences (available in "Metadata" tab).
- More customizable table view mode. You can now enable "Notes" column to be displayed. This is handy if you use transaction notes to keep important information like check numbers and you want it to be displayed.
- Detailed user guide. Although we designed the most easy to use financial app, there still might be questions. The guide is available via "Help" menu.
- Significantly improved accessibility across the app. Now you can also control the app with a keyboard.
New in Debit & Credit 1.8 (Feb 25, 2016)
- New features:
- Transaction tags. It is a new dimension for managing your expenses which can be extremely useful. You can read more about tags and how to use them below. Tags require separate activation in the app settings and are available to the premium users only.
- Scheduled transactions can be manually executed (paid) with a different amount. This is handy when you have a one-time payment that has a different amount and you want to process it as an existing scheduled transaction.
- Customizable table view mode. You can right click the table header to select which columns you want to be displayed.
- Improvements:
- Redesigned report settings
- Unified preferences pane for managing metadata (categories, payees, tags, etc)
- Previously used descriptions can be managed in the preferences
- Custom date period can be specified when exporting transactions
- Running account balance is included when exporting transactions for a particular account
- Progress indicator is displayed when the app re-downloads data from iCloud in case you reinstall it (it might take up to 24 hours for this feature to become available)
- Amounts for split transactions are displayed separately from total amounts in the relevant reports
- Now you can right click an account to start reconciliation straight away
- Multi-account QIF files are now supported for import
- Fixes:
- Fixed bug when some exchange rates could not be updated
- Fixed problem when some CSV files could not be imported
- Fixed problem with adding an attachment to an existing transaction in the full screen mode
- Fixed problem when overdue scheduled transactions were not included into the "What will happen to my wealth in the future report?"
New in Debit & Credit 1.7 (Dec 4, 2015)
- Split Transactions. Now you can add more than one category to a transaction. This is handy when your purchase includes more than one category of spending (e.g. groceries and household). To add more than one category to a transaction, place the pointer (cursor) over the category combobox and then click the plus button. After that you will also be able to enter the corresponding amounts for the categories selected (alternatively you can leave some or all categories without assigned amounts to have them assigned automatically based on the total amount of the transaction).
- Improved "What will happen to my wealth in the future?" report. Now you can select the date period for this report (next month, quarter or year). This is useful when using this report for balance forecasting.
- General improvements to iCloud sync, budgets and scheduled transactions.
New in Debit & Credit 1.6 (Nov 8, 2015)
- Now you can set end date for your scheduled transactions. This is handy when you need a repeating scheduled transaction to be active only for a limited period of time.
- Wealth related reports ("Am I getting richer or poorer?" and "What will happen to my wealth in the future?") can be filtered by an account. Effectively this allows you to forecast your future account balance based on active scheduled transactions.
- Improved managing of categories and payees in the app preferences
- Improved QIF import
- Faster app launch
- FAQ available via Help menu
- Other bug fixes and improvements
New in Debit & Credit 1.5.2 (Sep 29, 2015)
- Support for El Capitan full screen split view mode. You can even hide the accounts panel and bring it back temporarily by keeping your cursor at the left edge of the screen.
- Improvements and fixes
New in Debit & Credit 1.5.1 (Aug 26, 2015)
- option to keep "Extra Options" panel expanded by default when adding new transactions. This can be very handy if you frequently add backdated transactions. It also allows you to add new transactions with custom date using keyboard only.
- option to hide transaction time in table view mode (available under "View" menu). When this option is enabled, you listed transactions will display only date, e.g. "25 June 2015".
- account and balance table columns now have right text alignment
- when a transaction form is opened in editing mode, amount is not selected anymore by default
- improved auto-completion for description / category / payee textfields
- improvements related to PIN entry
- slightly updated report icons
- bug fixes
New in Debit & Credit 1.5 (Aug 12, 2015)
- New features:
- new report "How my spending is changing?". Provides a comparison of selected expense or income categories in a timeline
- now you can mark transactions as reconciled when using statement reconciliation mode. These changes are synced to other iOS and Mac devices via iCloud as any other data (statement reconciliation is now available on iPad too)
- total budgeted amount for the current period is displayed when viewing all budgets
- multiple scheduled transactions can be selected and processed at the same time
- Improvements:
- scrolling is much faster when using table view mode for viewing transactions
- table column width is adjusted automatically to fit its content when using table view mode
- attachment can be added to a transaction via drag & drop gesture to the new transaction form
- significantly improved CSV import
- added hot keys for duplicating and refunding transactions
- accessibility improvements
- Bug fixes:
- fixed bug when synchronisation could stop because of the large number transactions to be updated
- fixed bug when synchronisation was not possible after changing iCloud account
New in Debit & Credit 1.4 (Jun 13, 2015)
- New features:
- Attachments. Now you can attach files to your transactions!
- Attachments (just like everything in the app) are seamlessly synced across all of your iOS and Mac devices via iCloud Drive. To add attachments to a new transaction select "Extra options" in the new transaction form.
- Attachments are available for the Premium version customers only. Please note that there is a file size limit of 20MB per file.
- Improved settings. We have added "iCloud Sync" page in the app settings that will help you manage your synchronization.
- Improvements:
- Significantly improved reliability of CSV file import
- Improvements to the scheduled transactions list view
- Transaction notes are now searchable
- CMD + F hotkey support for the search function
- "Extra options" view is automatically expanded if selected transaction has notes or attachments
- Fixes:
- Fixed problem when deleting an account with existing transfers would cause other account balances to change
- Fixed problem when reports were not available when some specific currencies were used in the app
- Accessibility improvements
- Bug fixes
New in Debit & Credit 1.3 (Mar 16, 2015)
- New features:
- bank statement reconciliation mode (available via the menu bar)
- bulk editing of transactions
- multiple transactions (excluding transfers) can be dragged and dropped into another account
- new report "How well do I manage my budgets?"
- reports can be shared and saved in PDF format
- tutorial for new users
- additional help for some options when creating new budget or scheduled transaction
- fullscreen mode support
- Improvements and fixes:
- wealth reports support negative amounts
- other improvements in reports
- fixed bug when negative amounts from previous budget periods were transferred with "carry over" option enabled
- improved handling of scheduled transactions
- improved currency exchange rates handling
- fixed bug when categories could start duplicating
- other bug fixes