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MoneyWell Changelog

What's new in MoneyWell 3.1.2

Jun 7, 2021
  • New:
  • Add a memo field to Events in the Spending Plan.
  • Updated:
  • Make changes to accomodate USAA’s new Direct Connect method
  • Add Option for CSV Imports to ignore empty columns
  • Add more useful error message when trying to enter license code
  • Add a (visible) option to backdate Direct Connect dates for institutions who misuse the last updated Date (Citi, USAA)
  • Fixes:
  • Fix CSV import bug when importing check transactions
  • Fixes for a number of crashes

New in MoneyWell 3.0.15 (Nov 12, 2020)

  • Dark Mode (finally)
  • macOS 11 (Big Sur) compatibility
  • Add retina versions of all graphics that hadn’t been updated previously.
  • Refresh sourcelist icons
  • Tidy up some areas of the app which were still using MoneyWell 2 UI

New in MoneyWell 3.0.15 (Oct 28, 2020)

  • Make transaction reports slightly easier to read by making spacing clearer for certain groupings
  • Migrate Crash reporting / analytics from Fabric to Microsoft App Center
  • Add a hidden preference to work around Citi Direct Connect issue
  • Fix issue caused by Fifth Third Direct Connect changes
  • Fix a crash which can occur on startup under certain conditions.

New in MoneyWell 3.0.14 (May 8, 2020)

  • Fixes a UI bug which can cause cells to become invisible when reconciling
  • Fixes a potential crash when downloading transactions from investment accounts
  • Fixes a potential crash when manually adding investment transactions
  • Always display currency symbol on reports

New in MoneyWell 3.0.13 (May 8, 2020)

  • Small update to allow app to luanch properly under 10.15 (Catalina)

New in MoneyWell 3.0.12 (Jul 30, 2019)

  • Fix the (lack of) filtering when searching in favourites and scheduled transactions

New in MoneyWell 3.0.11 (Jul 18, 2019)

  • Fix a crash which can occur when attempting to search within certain specific fields
  • Temporarily disable the “Sync” menu option until sync is back

New in MoneyWell 3.0.10 (Jul 17, 2019)

  • Fixes Undo / Redo support
  • Allows searching in split transactions
  • Minor stability improvements

New in MoneyWell 3.0.9 (Jan 23, 2019)

  • Fixed a bug where sometimes the Payee field wasn’t selected when creating a new Transaction
  • Fixed a bug where sometimes the Payee field wasn’t selected when creating a new Transaction in Reconcile
  • Fixed a bug where the incorrect Event was selected after creating a new Event in the Spending Plan
  • Fixed a bug which sometimes caused MoneyWell to crash when deleting an Event

New in MoneyWell 3.0.8 (Jan 18, 2019)

  • Fixed crash when deleting newly created transactions.

New in MoneyWell 3.0.7 (Jan 14, 2019)

  • Update all application strings to refelect new ownership
  • Update financial institution lists

New in MoneyWell 3.0.6 Build 3029 (Dec 13, 2017)

  • Improves management of private local backups. MoneyWell will now keep the last 3 months worth of local backups only.
  • Improves document tracking in the Welcome window. Should now properly reflect the contents of the “File > Open” menu item.
  • Improves handling of Welcome window at launch. Should prevent an issue where it could be displayed even if a document was properly restored.
  • Fixes the running balance when setting up a new document. Was not including the “Initial Balance” transaction. Reopening the document would properly update the totals but that’s no longer necessary.
  • Fixes a bug when migrating a document store. When triggered, this would result in a document that could no longer be saved.
  • Fixes tracking of synced documents when using multiple documents. Would erroneously update the bookmark data to the last auto-opened document.

New in MoneyWell 3.0.5 Build 3027 (Sep 28, 2017)

  • Reverted build environment to match that of the 3.0.2 build until we can workaround issues in the newer SDK. This doesn’t revert the changes from the last two builds, just the SDK we were building against.
  • Updated crash reporting framework (Crashlytics for those curious).
  • Fixes selection handling when adding new transactions.

New in MoneyWell 3.0.4 Build 3026 (Sep 28, 2017)

  • Fixes an Auto Save issue that was introduced in the 3.0.3 update.

New in MoneyWell 3.0.3 Build 3025 (Sep 28, 2017)

  • General:
  • Initial changes for High Sierra compatibility.
  • Added menu command to clear out any existing Dropbox credentials from the Keychain. Useful when troubleshooting authorization issues.
  • Now disables the Refresh button for manually created connection settings.
  • Disabled pasting transactions between documents. Previously this would cause MoneyWell to crash.
  • Disabled dragging transactions between documents. Previously this would fail silently (without crashing).
  • Automatic Downloads:
  • Better sanity checking of status and error messages in OFX responses. Should allow MoneyWell to surface more of these messages even if incorrectly formatted. Specifically, verification messages from Chase will now be displayed in the UI instead of a generic failure code.
  • Sync Workflows:
  • Updated Sync Setup workflow. Fixed misaligned password entry fields, focuses the first password entry field when shown, and the Set Password button responds to the Return key now.
  • Updated the Sync Reset workflow. Fixed view resizing issue.
  • Updated the Sync Status window. No longer possible to mess up the window layout by resizing, cleaned up display of document name, and updated sync icon.

New in MoneyWell 3.0 Build 3016 (Mar 20, 2017)

  • Now using HTTPS for in-app update checks.
  • Fixes for MoneyWell 2 and Apple NFR license keys.
  • Updates copyright strings.

New in MoneyWell 2.3.10 Build 1906 (Mar 28, 2016)

  • Now using HTTPS for in-app update checks. This change addresses a security issue in the underlying Sparkle framework. If you are concerned about the safety of your connection you can manually update via our new, in progress, secure site.
  • Updated the new site to include a download link for MoneyWell 2 in addition to MoneyWell 3.
  • Trims excess white space from license keys so that pasting from email works more reliably.
  • Updated to use the latest development tools.
  • Updates copyright strings.

New in MoneyWell 2.3.9 Build 1904 (Oct 1, 2015)

  • Fixes Direct Connect on El Capitan.
  • Fixes in-app updating on El Capitan.
  • Note: Version 2.3.8 will not auto-update! The same bug that prevents Direct Connect in version 2.3.8 also prevents that version from auto-updating.

New in MoneyWell 2.3.8 Build 1903 (Oct 1, 2015)

  • El Capitan compatibility.

New in MoneyWell 2.3.7 Build 1890 (Aug 22, 2015)

  • Latest Dropbox SDK for better 64-bit compatibility. Greatly reduces sync related crashes!
  • Fix for exchange rate lookups. It’s now possible to look up more than one rate at a time.
  • Updated DDMathParser for better expression evaluation.
  • Fix for crash resolving bookmark data. Another one! Yay, sandboxing.
  • Updated Connect As options in the Online Connections sheet.

New in MoneyWell 2.3.6 Build 1886 (Jun 11, 2015)

  • Fix for math expression regression. In version 2.3.4 you could enter basic math in the various input fields. That was broken in version 2.3.5. Now it’s back.

New in MoneyWell 2.3.5 Build 1885 (Jun 4, 2015)

  • Better document tracking. MoneyWell should no longer get confused when the synced document is moved or renamed.
  • Prevent opening of multiple Welcome windows.
  • Fix for Quick Look of attachments.
  • Fix crash when setting the starting bucket balances.
  • Fix for the sync status label disappearing in Yosemite.
  • Fix for crash loading financial institutions.
  • Updated to build with Apple’s latest tools.
  • Supports delta updates for much smaller downloads.
  • Updated copyright strings.

New in MoneyWell 2.3.4 Build 1873 (Mar 6, 2014)

  • Added currency label to Bucket Transfer panel
  • Added tab-delimited file export to reports
  • Added Edit > Copy on reports to save tab-delimited export to clipboard
  • Improved timing for generation of scheduled transactions after launch
  • Improved feedback on Starting Bucket Balances panel
  • Fixed restore of previous selection on Source List
  • Fixed crash of Starting Bucket Balances panel on save
  • Fixed crash scenarios after Fill Buckets and other panels
  • Fixed fill amount calculation on Spending Plan
  • Fixed alignment of period total on Spending Plan
  • Fixed visual glitch switching from Reports to Cash Flow
  • Fixed sale currency of split children to match parent
  • Fixed negative account amount from flipping to positive on Starting Bucket Balances
  • Fixed split transactions to leave parent transfers alone
  • Fixed OFX import to update account numbers consistently
  • Fixed OFX import to handle empty FITID elements

New in MoneyWell 2.3.3 Build 1865 (Feb 5, 2014)

  • Improved reports to handle landscape and other print options
  • Improved Fill Buckets to show proper currency of totals
  • Improved Reconcile view running balances to be more logical
  • Improved Reconcile view to show transaction date in list to avoid confusion
  • Improved Spending Plan view to show currency for event and plan
  • Improved support for QIF imports using the .qmtf extension
  • Improved support for OFX import of shares per contract transactions
  • Improved OFX import of REINVEST transactions
  • Improved OFX share price totals to fix rounding errors
  • Improved column resizing on Cash Flow by always showing the running balance column
  • Improved sync status button labels to be more clear
  • Improved sleep state by removing unnecessary timer activities
  • Improved speed of sync on quit
  • Fixed Source List to restore expanded groups
  • Fixed refresh of bucket balances when in groups on view change
  • Fixed refresh of Cash Flow header after starting bucket balances update
  • Fixed Fill Buckets problem with multiple currencies
  • Fixed a file save issue
  • Fixed crash on list refresh
  • Fixed rounding error on OFX import with no accounts present
  • Fixed failure to save open document list
  • Fixed loss of focus on document password panel
  • Fixed scheduled transaction generation to occur soon after midnight
  • Fixed bucket balances to refresh after cash flow start date change
  • Fixed blank spending plan start date
  • Fixed hang on sync clear process
  • Fixed Fill Buckets to handle multiple currency income buckets properly
  • Fixed missing default buckets on new document creation
  • Fixed crash deleting a bucket transfer with a missing side

New in MoneyWell 2.3.2 Build 1854 (Jan 9, 2014)

  • Improved scheduled transaction auto-generation to remove sync duplicates
  • Improved bucket transfers to allow for multiple currency amount changes
  • Improved account transfer currency handling allowing zero amount resets
  • Improved descriptions for account and bucket transfers
  • Fixed save problems under OS X Lion (10.7)
  • Fixed several crashes under OS X Lion (10.7)
  • Fixed crash deleting statement in Reconcile
  • Fixed failed initial Dropbox sync causing spinning cursor
  • Fixed Fill Buckets to use expense bucket currency code
  • Fixed problem stopping opening of previous documents
  • Fixed first opening of Sample document
  • Fixed auto-update installer

New in MoneyWell 2.3.1 Build 1830 (Nov 11, 2013)

  • Improved sort order of Fill Buckets panel to reflect date/priority settings
  • Improved order of plan periods in Fill Buckets
  • Improved Fill Buckets event popover button to show count
  • Fixed crash on Fill Buckets panel
  • Fixed Split Transaction panel to save changes without Return press
  • Fixed Fill Buckets when several zero amount income buckets exist
  • Fixed exception importing OFX files with unescaped ampersands
  • Fixed Fill Buckets to show hidden buckets with active events
  • Fixed Starting Bucket Balances to handle currency exchange rates
  • Fixed exception on Favorites view
  • Fixed filter on Spending Plan
  • Fixed Bank of America downloads by adjusting downloads dated today
  • Fixed locking/unlocking of transaction edit controls via menu commands
  • Fixed sync reset issue
  • Fixed reconcile of open transactions
  • Fixed order of split transaction columns for existing documents
  • Fixed the Fill Buckets period dates when plan offset days > 0
  • Fixed plan period bug with first of year start dates and weekly plans
  • Fixed a problem with scheduled transaction view locking up
  • Fixed a crash during adding new accounts

New in MoneyWell 2.3 Build 1823 (Oct 26, 2013)

  • Updated for Mavericks
  • Updated with improvements from MoneyWell for iPad
  • Improved Fill Buckets to allow for amount change or fill select
  • Improved Fill Buckets to use most recent deposit date for fill date
  • Improved and simplified Starting Bucket Balances
  • Improved split transaction editing
  • Improved new document process
  • Added account transfers to split transactions
  • Added editable download date on Account popover
  • Added license reset
  • Fixed Mavericks bug where multiple duplicate statements would be created on launch
  • Fixed autosave for direct downloads and sync changes
  • Fixed auto-reconcile to ignore voided transactions
  • Fixed loss of editing changes when locking a transaction
  • Fixed reconciled date from changing when marked as reconciled on Cash Flow
  • Fixed generated dates for day of week repeats to properly use start date
  • Fixed fill dates for non-repeating events
  • Fixed crasher on reports
  • Fixed OFX import of INCOME element
  • Fixed calendar popover to only dismiss when a day is selected
  • Fixed License window message
  • Fixed layout problem with Info panel overlapping list
  • Fixed Welcome window layout issues and updated text
  • Fixed problems with hide/show of graph
  • Dozens of smaller improvements and enhancements

New in MoneyWell 2.2.3 Build 1607 (Aug 12, 2013)

  • Improved performance of Fill Buckets panel
  • Improved performance of Spending Plan view/edit
  • Improved performance of Scheduled Transaction generation
  • Improved startup performance for documents with hundreds of attachments
  • Added a Show Attachments Folder command to the Help menu
  • Fixed occasional crash on save
  • Fixed recurring date calculations for events and scheduled transactions
  • Fixed export problems under OS X Lion
  • Fixed refresh of event amounts
  • Fixed a crash related to exchange rates
  • Fixed the appearance of the Welcome panel even when documents are open
  • Fixed Cash Flow header to show sum of selected scheduled transactions
  • Fixed single occurrence scheduled transactions to allow generation
  • Fixed running bucket balance calculations after an account download
  • Fixed missing autosave and sync after an account download
  • Fixed a crash of export while not the cash flow view
  • Fixed a crash sorting on attachment column in compact views
  • Fixed duplicate transaction to copy tags
  • Fixed exchange rate updates to ignore zeros
  • Fixed sort order of exchange rates
  • Fixed tag creation to trim whitespace
  • Fixed event fill occurrence to respect the end date or count
  • Fixed refresh of next occurrence on scheduled transactions
  • Fixed spending plan graph and event detail to use start of current period
  • Fixed report footer page count
  • Fixed smart filter creation crash
  • Fixed window restore corruption issue
  • Fixed crash on import with missing file
  • Fixed repeat of events and transactions for first sunday of month
  • Fixed fill amount calculation for events ending in the near future
  • Fixed repeat of events for first day/weekday/weekend day

New in MoneyWell 2.2.2 Build 1588 (Jun 8, 2013)

  • Fixed sort order of scheduled transaction account pop-ups
  • Fixed duplicate sync document if launched by opening document from the Finder
  • Fixed save and restore of open documents when OS X open to close documents is active
  • Fixed migration older documents (contact support if you see voided transactions)
  • Fixed two issues related to import failure for certain OFX files
  • Fixed import lock up when dropping more than one document on the Dock icon
  • Fixed crash on refresh of cash flow view totals

New in MoneyWell 2.2.1 Build 1586 (Jun 3, 2013)

  • Improved sync status to show timestamp of last sync
  • Fixed crash opening/converting documents
  • Fixed performance issue with hundreds of attachments
  • Fixed crash sorting cash flow list by attachments
  • Fixed repeating Dropbox authorization browser tabs
  • Fixed import problem with complex OFX element tags
  • Fixed refresh of full sync document
  • Fixed missing CLIENTUID in OFX downloads

New in MoneyWell 2.2 Build 1584 (May 29, 2013)

  • Improved Secure Sync including speed and reliability enhancements
  • Improved app security by activating Mac App Store Sandboxing
  • Improved performance for large documents
  • Improved QIF/OFX/delimited import speed and feedback
  • Improved Direct Connect download speed and feedback
  • Improved copy/paste support for split transactions
  • Improved navigation between transactions for faster editing
  • Improved feedback during sync operations
  • Improved bucket transfer add via drag and drop to show default amount
  • Improved source list selection after deletions
  • Improved Spending Plan bar graph visual for historic and current month
  • Improved sync setup to be less complicated
  • Added support for multiple attachments including drag and drop
  • Added OS X Quick Look for attachments
  • Added Preferences for favorites, transfers, and currency rounding
  • Added bank download info popover allowing view/restore of original values
  • Fixed graph views when multiple currencies are involved
  • Fixed Cash Flow header sum of transactions with multiple currencies
  • Fixed export to properly contain only selected accounts/buckets
  • Fixed calculations for Reinvest transactions
  • Fixed portfolio totals for mixed currencies
  • Fixed portfolio refresh issues
  • Fixed bucket transfers to correct visual change to manual
  • Fixed header text on summary reports
  • Fixed Duplicate Transaction to not use common clipboard
  • Fixed split transaction editor to refresh amounts better
  • Dozens of smaller improvements and enhancements

New in MoneyWell 2.1.1 Build 1322 (Oct 9, 2012)

  • Improved security holding popover to allow manual and automatic price updates
  • Improved transaction editing amount and bucket fields with keyboard shortcuts
  • Improved cash flow search filter by including original payee and memo
  • Improved sort on Reconcile view to use reconciled date
  • Improved control over creation of Favorites by adding a user-preference
  • Improved amount entry to ignore common currency characters
  • Improved selection of accounts used for Duplicates view after importing
  • Improved reconciled running balance calculations to be more consistent
  • Improved lookup of current price on imported securities (OFX and QIF)
  • Improved amount calculator to handle percentage calculations
  • Improved display of split children when filtered to a bucket group
  • Improved support for Shift key during startup to skip opening any documents
  • Improved Download to active an import for offline accounts
  • Improved horizontal spacing on Spending Plan compact list view
  • Improved restore of document layout to work with or without OS X Restore activated
  • Improved support for custom investment security symbols
  • Improved update of security price during a new investment transaction
  • Fixed errors when browsing document versions
  • Fixed "Document changed by another application" and other autosave errors
  • Fixed editing of smart filters with tests for split children
  • Fixed account and bucket order in smart filter editor
  • Fixed refresh of graph and header when transaction bucket assignment changes
  • Fixed smart filter to show split children properly
  • Fixed status mismatch on split parents and children
  • Fixed scheduled transaction amount refresh on type change
  • Fixed order of transactions in a bucket to show proper running balance
  • Fixed inconsistent stock symbol lookup on transaction entry
  • Fixed extraneous console log entries during amount entry
  • Fixed Fill Buckets to show proper required amount even when no income is available
  • Fixed autocomplete on investment security ticker entry
  • Fixed loss of decimals on amount and formula entry when using commas
  • Fixed OFX import of mutual funds to assign proper quantity on the last transaction
  • Fixed exception error on Favorites view when a security was selected
  • Fixed date format on Reconcile view
  • Fixed new document guide to finish when accounts are imported
  • Fixed graph height to shrink when window height is too small
  • Fixed Spending Plan refresh issues (buckets and header)
  • Fixed compact Cash Flow list to show date properly for bucket transfers
  • Fixed bucket running balances to use the account order in the source list
  • Fixed duplicate investment security symbols during manual entry
  • Fixed crash on Reconcile view when using the compact list style
  • Fixed several import issues including creation of new accounts
  • Fixed duplicate checking to only review selected import accounts
  • Fixed fill dates on non-repeating events
  • Fixed compact Favorites list to hide unused values
  • Fixed Update Similar Transactions to avoid assigning buckets to split transactions
  • Fixed initial bucket optional flag setting on accounts
  • Fixed Spending Plan filters
  • Fixed Download to ignore hidden accounts
  • Fixed buckets with missing currency codes
  • Fixed Transfers smart filter to exclude bucket transfers
  • Fixed lockup on editing a transaction
  • Fixed failure to update type when favorite was applied to a scheduled transaction
  • Fixed disabled New Bucket Transfer menu command when no buckets were selected
  • Fixed sorting to use account and bucket description
  • Fixed sorting to be case-insensitive for memo, account, and bucket names
  • Fixed assignment of favorite to add tags to new transactions
  • Fixed bucket optional flag on newly created scheduled transactions
  • Fixed display of check number on list for non-check transactions
  • Fixed restore of Cash Flow filter of transaction status
  • Fixed hidden check reference field when editing multiple checks
  • Fixed payee autocomplete to use favorites in alphabetical order
  • Fixed alignment of amounts on events that had no bucket assigned
  • Fixed running balance graph to show proper values when filtered to a group
  • Fixed duplicate split children display when filtered by a smart filter
  • Fixed merging transactions to update all the amounts properly
  • Fixed lingering bucket assignment on favorites with no bucket option enabled
  • Fixed restore of Filters settings
  • Fixed visuals and text on Filter Status Bar
  • Fixed refresh of Cash Flow view when empty group is selected
  • Fixed refresh of Cash Flow header when source list item names are changed
  • Fixed refresh of Cash Flow header when multiple items or groups are selected
  • Fixed Source list so it stops moving items around when groups are present
  • Fixed refresh of events after dragging to change priority
  • Fixed persistence of Reconcile view column layout
  • Fixed persistence of Spending Plan view column layout
  • Fixed crash after sync reset
  • Fixed selection of "All Transactions" for View > Show All command
  • Fixed repeating transaction type pop-ups in Info panel
  • Fixed a crash running MoneyWell when sync is active
  • Fixed source list icons to display properly on high-def displays
  • Fixed loss of focus when using Edit Next and Edit Previous transaction commands
  • Fixed disappearing transactions when added with a quick or smart filter active
  • Fixed flipping of equal and not equal when editing split child smart filter
  • Fixed refresh of Cash Flow list when smart filters are edited
  • Removed capitalized import formatting

New in MoneyWell 2.1 Build 1250 (Jul 23, 2012)

  • Improved navigation needing fewer clicks with Accounts, Buckets, and Investments in a single source list
  • Improved bucket fills by giving you control over which events get money each time you get paid
  • Improved event priority allowing drag to reorder events regardless of the date
  • Improved list views with a compact, single-line view to allow you to see more content
  • Improved source list organization using account and bucket groups
  • Improved filter controls to allow for a date range selection
  • Improved delimited imports to save your settings for each account
  • Improved scheduled transactions to allow transaction creation before their scheduled date
  • Improved split transactions to allow viewing split children directly on the transaction list
  • Improved graphs with a better date selector, informative mouseovers, better visuals, and legends
  • Improved performance with faster startup, faster filters, and faster navigation
  • Dozens of bug fixes from the feedback of our 2.0 release

New in MoneyWell 2.0.3 Build 1115 (Apr 18, 2012)

  • Improved sync with MoneyWell 1.5.3 for iPhone
  • Improved handling of poorly formatted OFX files
  • Fixed 15510 OFX download error for some banks
  • Fixed random addition of an empty investment account
  • Fixed QIF import of split transactions
  • Fixed stalled import when blank aliases exist for favorites
  • Fixed a crash during QIF import
  • Fixed the creation of a blank "New Account" on OFX imports
  • Fixed matching memos from appending on merge of imported transactions
  • Changed QIF import to default to cleared status
  • Fixed QIF export of multiple-line memos
  • Fixed exchange rate reversal for new bucket transfers
  • Fixed missing split children when All Transactions selected for reports
  • Fixed amount change on transfers between different currency accounts
  • Fixed currency display for scheduled transaction info panel
  • Fixed account popover to allow removal of online connection selection
  • Fixed account selection in reconcile view
  • Fixed update of transaction amount after the creation of a new transfer

New in MoneyWell 2.0.2 Build 1100 (Mar 10, 2012)

  • Improved Cash Flow view performance
  • Improved Spending Plan view performance
  • Improved Fill Buckets performance and behavior
  • Improved sync reliability with MoneyWell for iPhone v1.5.2
  • Improved interface for changing a transaction to a transfer
  • Improved interface for changing a transaction to a split
  • Improved reports to use intelligent currency conversion and formatting
  • Improved transfers to only update matching status on Pending changes
  • Improved duplicates matching
  • Improved header display of online account balance information
  • Improved scheduled transactions to generate on switch to cash flow view
  • Improved currency support on spending plan and bucket fills
  • Improved currency display on mixed currency transaction lists
  • Improved investment share units to support four decimal places
  • Improved QIF and delimited imports to intelligently add buckets with proper types
  • Improved favorite matching during import
  • Added support for OFX version 103 financial institutions
  • Added support for individual connect as settings for accounts
  • Added a command to remove selected transactions from last import smart filter
  • Added Tax Summary and Tax Detail report options
  • Added search options for register and plan amounts in addition to the main sale amount
  • Added save of ascending sort order outside of Lion Restore process
  • Added context menu to Investments view
  • Fixed rounding error on splits that use a different currency than the account
  • Fixed crash on undo of new statement
  • Fixed save error related to statements requiring an account
  • Fixed account balance to include future non-pending transactions
  • Fixed missing memo on new bucket transfers
  • Fixed exchange rates for high ratio currencies like VND
  • Fixed display color of negative small amounts
  • Fixed the Unassigned smart filter to exclude investments
  • Fixed pop-up controls on account and bucket popovers to work with Accessibility on
  • Fixed delete of items on Investment view
  • Fixed broker ID problems during OFX direct downloads
  • Fixed broken smart filters created for amount searches
  • Fixed broken smart filters created with empty bucket name predicates
  • Fixed website links in menus and panels
  • Fixed new account guide to only download newly added accounts
  • Fixed merge transactions to not touch the status of reconciled transactions
  • Fixed tab order in new transfer panel
  • Fixed calendar pop-up button to be disabled on a locked transaction
  • Fixed zero total for securities on Portfolio view
  • Fixed crash on spending plan filters
  • Fixed stock totals when using transfers in and out
  • Fixed broken new account button on Investments view
  • Fixed ability to hide smart filters on Accounts view
  • Fixed running balance issue related to transactions with different currencies
  • Fixed missing command line import file support for Saldomat customers

New in MoneyWell 2.0.1 Build 1090 (Feb 9, 2012)

  • Improved bucket fill to process events in a more logical order
  • Improved online connection security by storing passwords in OS X Keychain
  • Added inline calculations to amount fields
  • Fixed blank preferences panel
  • Fixed invalid date range error on new reconcile statements
  • Fixed inability to delete favorites
  • Fixed inability to delete scheduled transactions

New in MoneyWell 2.0 Build 1088 (Feb 8, 2012)

  • Built for Lion - full-screen support, auto restore, auto save, and more
  • Redesigned Interface - cleaner, more informative, and easier on the eyes
  • Event-based Budgeting - build your spending plan faster and more accurately
  • Intelligent Bucket Fill - one click and your buckets are filled
  • Interactive Reports - dynamic, on-screen reports
  • Quick Filters - new filter bars give you faster searches with more focus
  • Smart Filters - create and name filters as reusable transaction searches
  • Transaction Tags - create tags to track transactions and use as report breakouts
  • Investment Support - track your individual stocks and your portfolio
  • Repeating Transactions - new repeat options are more flexible than ever
  • Calendars - new pop-up calendars for clickable date entry

New in MoneyWell 1.7.1 Build 652 (Oct 26, 2011)

  • Improved sync settings
  • Improved sync integrity
  • Improved sync performance
  • Fixed several sync errors
  • Fixed check references appearing on deposits and withdrawals

New in MoneyWell 1.7 Build 643 (Oct 26, 2011)

  • Added Dropbox sync capability
  • Lion: Fixed search for amounts
  • Lion: Fixed initial refresh of main window
  • Lion: Fixed Welcome panel appearing during a restore
  • Fixed refresh of Financial Institutions list
  • Fixed QIF export sequencing of transactions
  • Fixed support link in Help menu

New in MoneyWell 1.6.8 Build 622 (Mar 29, 2011)

  • Improved the duplicates view to include fewer false positive matches
  • Improved reports to show transfers when bucket group option is off
  • Fixed an OFX import issue when a comma is used as the decimal separator
  • Fixed OFX import to ignore poorly formatted OFX check transaction notation
  • Fixed QIF import to handle buckets without names properly
  • Fixed reports to properly show split transactions with both account and bucket group options

New in MoneyWell 1.6.7 Build 616 (Feb 5, 2011)

  • Improved duplicate view by adding 1 and 2 year options history range
  • Improved duplicate matching by extending date range
  • Improved OFX import with matching account numbers and different types
  • Improved OFX import to deal with empty elements
  • Improved contrast of split children on the list
  • Improved QIF to recognize account type of "CREDIT CARD"
  • Fixed duplicates view to reset flags properly
  • Fixed QIF import to only compare account name only if there is one on import
  • Fixed OFX direct connect to use requiresClientUID value
  • Fixed reports to exclude voided transactions
  • Fixed QIF import of balance date on account

New in MoneyWell 1.6.6 Build 606 (Nov 23, 2010)

  • Fixed problem with loading sync daemon.

New in MoneyWell 1.6.5 Build 605 (Nov 18, 2010)

  • Improved refresh of Cash Flow view transaction list
  • Fixed problem with quit failing when unsaved documents were open
  • Fixed problem of document getting marked as changed when first opened

New in MoneyWell 1.6.4 Build 601 (Nov 9, 2010)

  • Improved refresh to delay removal of transactions from Unassigned smart bucket after a bucket assignment
  • Improved the Cash Flow Summary to show longer bucket names by changing word wrap and spacing
  • Improved sync performance
  • Changed the default behavior of favorites to not overwrite an existing bucket assignment
  • Fixed crash opening certain large documents
  • Fixed refresh of bucket balances after merging buckets
  • Fixed refresh of transaction list when bucket is assigned via drag and drop
  • Fixed duplication of favorite aliases during sync
  • Fixed repeating transactions to use current exchange rate
  • Fixed interface freeze after resizing default buckets panel
  • Fixed a refresh problem of account/bucket detail after hiding an account/bucket
  • Fixed Show Matching button to properly scroll connected transfer transaction into view on the list

New in MoneyWell 1.6.3 Build 593 (Oct 22, 2010)

  • Improved sync to only occur on when necessary
  • Improved performance of automatic exchange rate updating
  • Improved Cash Flow view to always show future open transactions
  • Fixed automatic sync to always respect user preference to turn it off
  • Fixed refresh of transaction order and running balances after changes
  • Fixed refresh of Reconcile view to keep scroll position after sync
  • Fixed improper add bucket prompt on transaction detail bucket change for Unassigned folder items
  • Fixed transaction detail refresh showing wrong transaction after account or bucket change
  • Fixed incorrect transaction selection after drag and drop of non-selected row on transaction tree
  • Fixed crash on startup if sync file setting was corrupted
  • Fixed CSV/delimited import to recognize newly added deposit types on first import
  • Fixed Split Transaction panel to show cash transfers as active

New in MoneyWell 1.6.2 Build 586 (Oct 5, 2010)

  • Added automatic refresh of exchange rates
  • Added Quicken 2010 for Windows OFX direct connect emulation
  • Added user option to disable automatic update prompt for similar transactions
  • Added a check all/none command to update similar transaction panel
  • Improved open speed for large documents
  • Improved Syncing Preferences panel
  • Fixed sync problems where bucket balances were different on a device
  • Fixed sync problems when transactions are deleted on iOS devices
  • Fixed sync problems for changed money flows
  • Fixed a crash on initial refresh of transactions list for certain documents
  • Fixed transaction split panel to remember size between launches
  • Fixed refresh of bucket and account balances for pending transaction flag changes
  • Fixed refresh of bucket and account balances for transfer transaction changes
  • Fixed fail of auto save after delete of a split transaction child
  • Fixed a refresh of transaction list on payee change
  • Fixed search transactions filter failure on certain amounts

New in MoneyWell 1.6.1 Build 571 (Aug 17, 2010)

  • Improved description of changed information during sync conflict resolution
  • Fixed sync issues with MoneyWell for iPhone (requires version 1.0.2)
  • Fixed OFX import to recognize deposits improperly marked as checks
  • Fixed conversion failure for documents pre 1.5
  • Fixed split transaction amounts for conversions pre 1.5
  • Fixed problem with cash transfer transactions in splits
  • Fixed failed document opening after conversion to 1.6
  • Fixed refresh of Reconciled view when transaction reconcile flag is changed
  • Fixed recalc of running balance when transactions are dragged and dropped to reorder

New in MoneyWell 1.6 Build 564 (Aug 6, 2010)

  • Added WiFi syncing with MoneyWell for iPhone
  • Added ability to read and assign buckets from delimited (CSV) import files
  • Added automatic document backups with user-defined history levels
  • Added test to correct dates with years missing century (< 100)
  • Added a hidden preference to ignore OFX transaction types on import
  • Improved performance of totals refresh when transactions are changed
  • Improved performance of the drag and drop bucket assignment for transactions
  • Improved drag and drop of transactions to refresh the list to show bucket or account change
  • Improved refresh of Reconcile view when adding a transaction or changing its date
  • Improved transaction selection after a deletion
  • Improved Favorites list to show amount only when save option is active
  • Improved graph information pop-up to show amounts in a more logical order
  • Improved Buckets List to be disabled when the view doesn't support a bucket selection
  • Improved order of transactions when imported
  • Improved order of transactions when sorted by status
  • Improved QIF import to handle missing end of record character
  • Fixed a calculation problem with bucket balances for certain cash flow start dates
  • Fixed split transactions that are transfers to keep connection to split parent
  • Fixed certain date format bugs while importing QIF and delimited files
  • Fixed zero date on reconciled transactions that caused them to be hidden in Reconcile view
  • Fixed receipt attachment in Transaction Detail to be locked for no selection
  • Fixed a calculation error changing a transaction from reconciled to open
  • Fixed lock up loading the financial institutions list when adding a new online account
  • Fixed validation errors on bucket and account move after new addition
  • Fixed refresh issue on bucket or account recalculations
  • Fixed display of decimal places on Cash Flow view
  • Fixed repeating transactions to only add transactions to the end if necessary
  • Fixed Fill Buckets to use the 15th of the month as the start of the second half
  • Fixed transfers to use Pending status if date is in the future
  • Fixed transfers to sequence new transactions as last on the date used
  • Fixed switching of transaction view so it always saves changes in detail panel
  • Fixed Duplicates view to show correct selected transaction in detail
  • Fixed Transaction Detail to disable controls when no transaction is selected
  • Fixed Scheduled view crash when deleting last item on list
  • Fixed selection of new transaction on Scheduled view
  • Fixed refresh of account balance after transaction drag and drop
  • Fixed refresh of bucket balance after transaction drag and drop
  • Fixed refresh of transaction list after undo or redo
  • Fixed Spending Plan panel to ignore Escape key and avoid accidental data entry loss
  • Fixed an OFX import bug that caused the account type to switch to checking
  • Fixed refresh issue causing the transaction list to appear empty
  • Fixed Fill Buckets panel to appear even if no income buckets are available

New in MoneyWell 1.5.3 Build 511 (Mar 31, 2010)

  • Added support for OFX banking that requires CLIENTUID (15510 error)
  • Added keyboard shortcut for toggling transaction lock
  • Added context menu to Duplicates view
  • Improved automatic transaction adding in Split Transaction Panel
  • Changed Unlock Document panel to work better with the document window
  • Changed the Account localized balance calculation to use the current balance times exchange rate
  • Changed test for reconcile date to allow same date range
  • Changed the Reconcile view to allow a statement with zero transactions to be reconciled
  • Changed calculations for dropped bucket amount to test for nil amounts
  • Changed Exchange Rates panel to allow changing of base currency rate
  • Fixed allowing bucket assignments on split parents and fixes existing splits
  • Fixed multiple prompts for passwords on locked documents
  • Fixed Delete Transaction menu command to deactivate on a zero selection count
  • Fixed problem with corrupted transactions
  • Fixed bucket entry on Transaction Detail to be disabled when transaction is a split
  • Fixed bucket entry on Transaction Detail to ignore a blank entry on a transfer
  • Fixed drag and drop creation of money flow that caused a negative amount in the New Money Flow panel
  • Fixed problems with duplicate exchange rates appearing on Exchange Rates panel
  • Fixed problems caused by zero date transactions
  • Fixed update of cash only transfers in Split Transactions Panel
  • Fixed graph pop-up info panel to not blink when shifting between label and bars
  • Fixed reports to suppress bucket optional and transfer transactions for better totals
  • Fixed a problem where split transactions could leave an invalid cash transfer transaction
  • Fixed Bucket Summary and Account Summary to refresh properly on transaction changes
  • Fixed Transaction Detail so it disables Cash only and transfer account controls for split transactions

New in MoneyWell 1.5.2 Build 500 (Mar 22, 2010)

  • Added option to show reconciled balance instead of running balance
  • Added tooltip for transaction information from financial institution
  • Added context menus to both Reconcile and Favorites views
  • Added ability to send an alias to the ignored alias list directly from the Favorite Detail
  • Optimized refresh of cash flow view
  • Improved performance for documents with several accounts
  • Improved performance of Split Transaction panel
  • Improved performance of add transaction in documents with dozens of accounts and buckets
  • Improved Welcome panel to not be modal
  • Improved Get License panel to lessen confusion
  • Changed to open default document when MoneyWell switches to become the frontmost application
  • Changed Reconcile view to have the option for displaying reconciled balance
  • Changed localized amount to always update on transaction amount change
  • Changed Status pop-up to stay unlocked even if transaction is locked
  • Changed QIF import to ignore imported category if bucket is assigned by a favorite
  • Restored delete key on Manage Online Connections panel
  • Fixed bucket refresh when reassigning transactions
  • Fixed account refresh when reassigning transactions
  • Fixed bucket refresh when changing money flows
  • Fixed Fill Buckets first half fill when late previous month fills exist
  • Fixed OFX import hang dealing with UTF8String error
  • Fixed failure to remember selected accounts if accounts are hidden
  • Fixed various problems with split transactions and transfers
  • Fixed Fill Buckets to not refresh unless fill date is actually changed
  • Fixed Duplicates view so it updates the Transaction Detail every time
  • Fixed transaction reports to properly handle split transactions
  • Fixed odd looking text on the Preferences Panel
  • Fixed split transaction parent to reject bucket assignment, even by use of a favorite
  • Fixed refresh of graph on money flow changes
  • Fixed graph info window to close on graph refresh
  • Fixed Transaction Detail lock button to save edit changes
  • Fixed Transaction Detail status change to Reconcile to save edit changes
  • Fixed new bucket prompt in Transaction Detail
  • Fixed repeat iteration label to refresh immediately
  • Fixed Transaction Detail to refresh when locked status is changed outside of that view
  • Fixed repeating transactions when set to daily or weekly
  • Fixed initial balance calculation
  • Fixed initial download after discovering accounts via OFX
  • Fixed refresh of transaction list after opening Sample document
  • Fixed new transaction to not remember future dates

New in MoneyWell 1.5.1 Build 485 (Mar 7, 2010)

  • Added difference amount to graph pop-up window
  • Added preferences for base currency, calculation and display precision
  • Added the transaction list column selection as a right-click menu on column header
  • Added the ability to auto-create a Favorite by dragging transactions to a bucket
  • Improved start-up time
  • Improved performance of adding a new transaction
  • Improved OFX import to handle comma or decimal point separators for decimals
  • Improved performance of add/change/delete transaction operations
  • Improved support for add/change/delete in the different views
  • Improved search performance and added default Amount and CheckRef field searching
  • Improved refresh of all transaction views to reduce hangs and crashes
  • Improved OFX import to handle comma or decimal point separators for decimals
  • Improved refresh of cash flow view on transaction changes (updates sorted position)
  • Improved refresh of cash flow view for split transaction Transaction Detail edits (keeps split expanded)
  • Improved list views to resize the payee column only for window resizes
  • Changed OFX password change to only submit a request after a failed access attempt
  • Changed memo column to display by default
  • Changed the Fill Buckets panel to not reset all flows based on the timing change of a bucket
  • Changed routine to check for damaged transactions to run on every open and not just on conversion
  • Fixed OFX password change tag sequence error
  • Fixed a problem handing OFX imported numbers that had a + prefix
  • Fixed QIF export when split transactions are in the export data
  • Fixed cash only transaction so it picks the first cash account in sequence order
  • Fixed refresh of account and bucket balances after transaction deletion
  • Fixed hang after merging duplicates and then switching back to Cash Flow view
  • Fixed hang after deleting a scheduled transaction and then switching to Scheduled view
  • Fixed transaction selection issue when switching views
  • Fixed reconcile sum when multiple transactions are selected
  • Fixed update of running balance on paste
  • Fixed order of newly pasted transaction(s) to be last on any specific date
  • Fixed next/previous transaction movement commands to flow past or through splits
  • Fixed next/previous transaction movement commands to save edit changes
  • Fixed next/previous transaction movement commands to scroll selection into view when necessary
  • Fixed potential failure in QIF and CSV import of amounts
  • Fixed new transfer transaction to properly set the pending flag when appropriate
  • Fixed new transaction to set the pending flag when appropriate
  • Fixed running balance to update after creation of a new transfer
  • Fixed display of decimal places on account and bucket summary views
  • Fixed transaction selection issues and transaction detail refresh
  • Fixed Reconcile view to properly update when switching from another view
  • Fixed selected statement to scroll to visible
  • Fixed undo on Duplicates view from causing an endless loop (spinning beach ball cursor)
  • Fixed bucket pop-up on Transaction Detail to show newly added buckets
  • Fixed refresh after bucket deletion
  • Fixed selection of Favorite after payee name change
  • Fixed bucket priority to match the list sequence on a new document
  • Fixed reconcile smart fix to look for open transaction match first
  • Fixed reconcile check all and check none operations to use transaction dates for range
  • Fixed the Memory Flows list to remember column and sort settings
  • Fixed refresh of Account Summary view upon startup
  • Fixed selection of new transaction on Reconcile view
  • Fixed setting of reconciled date when transaction is cleared or reconciled
  • Fixed export to respect selection or filter when option is active
  • Fixed split parents so they no longer have a bucket assignment
  • Fixed conversion of splits that had a split total signed different than the transaction type
  • Fixed Spending Plan panel size to better fit 13" screens by default
  • Fixed date limit error on transaction search
  • Fixed failure to add a new account when internet connection is behind a proxy server
  • Fixed status change on split parent to always update children
  • Fixed new manual money flow creation to show correct needed amount for the target bucket
  • Fixed a bug where the split transaction panel would lock up on an amount change
  • Fixed the graph where it didn't show February on a -2 day of the month setting
  • Fixed calculation and save errors when day of month setting was end of month, -1, or -2
  • Fixed graph refresh error when view limits changed while a column filter was active
  • Fixed graph info pop-up window to not appear when panel is open on top of main window
  • Fixed graph to show dashed planned column even without transaction data to plot
  • Fixed Transaction Detail to use the account currency and decimal places setting
  • Fixed problem where bucket balance could show as zero even with assigned transactions and money flows
  • Fixed problem where Fill Buckets would create all money flows from a single income bucket instead of combined group
  • Fixed Amount and CheckRef search to respect localized number formatting
  • Fixed problems with reconcile statement selection and date range checking
  • Fixed overwriting account and routing numbers with empty strings on QIF and OFX imports
  • Removed "MoneyWell" connect as type to avoid connection failures

New in MoneyWell 1.5 Build 447 (Feb 12, 2010)

  • Revamped user interface for more efficient navigation
  • New Cash Flow View with collapsible Money Flow List
  • Drag and drop reordering of transactions within a single day
  • New running balance column
  • New Reconcile view with Smart Fix technology
  • New Account Summary showing mini net worth information
  • New Bucket Summary showing overview of bucket and cash flow accounts
  • New Quick Sums showing account, bucket, transaction or money flow sums
  • New All Accounts item shows consolidated accounts view
  • New Split Transaction panel allows for full control of split children
  • New collapsible split transactions for better transaction list split grouping
  • Collapsible buckets list
  • Drag and drop account assignment
  • Lockable transactions to avoid accidental changes
  • New smarter Fill Buckets panel
  • New Cash Flow Summary report
  • New prompt to merge active buckets when deleting
  • New preference to open multiple documents automatically
  • New preference to define auto save timing
  • New view options for the Transactions List
  • New void transaction ability
  • Improved copy/paste of transactions to Numbers or Excel
  • Improved pop-up detail window for graph columns
  • New transaction-level exchange rates
  • Account selection remembered between sessions
  • New Starting Bucket Balances panel for easier cash flow setup
  • New user-defined spending plan starting day of the month
  • Improved Direct Connect Banking
  • Improved user control over importing and merging transactions
  • New Ignored Alias List
  • New custom report titles
  • New memo field on money flows
  • New manual money flows that don’t affect fill buckets
  • Dozens of other features and fixes

New in MoneyWell 1.5 Beta (Jan 29, 2010)

  • Improved performance (give feedback if you think it is faster or slower in areas).
  • All new Reconcile view with Smart Fix technology.
  • Revamped Account List with All Accounts selection.
  • Revamped Bucket List with All Transactions selection and collapsible sections.
  • New Cash Flow view combining transactions, money flows and cash flow graph.
  • New split transactions grouping on transactions list.
  • New split transaction editor panel.
  • New Cash Flow menu with improved cash flow setup.
  • New Fill Buckets panel with drag and drop priorities.
  • New Documents preference panel to allow for groups of documents to automatically open.

New in MoneyWell 1.4.13 (Dec 10, 2009)

  • Fixed merge transactions to not use date from financial institution.

New in MoneyWell 1.4.12 (Sep 17, 2009)

  • Added a warning panel to keep MoneyWell from opening 1.5 and newer databases.
  • Added Show Welcome Panel to Window menu.
  • Changed merge transactions to use date from financial institution.
  • Fixed missing save after newly updated database finishes.
  • Fixed Create Transfer from Selection to set bucket optional flag.
  • Fixed missing shortcut key for Make Bucket Optional.

New in MoneyWell 1.4.11 (Aug 20, 2009)

  • Added CLIENTUID tag support for OFX direct connect downloads (Zions Bank).
  • Changed account detail updated date field to be editable.
  • Fixed memorized transaction list amount not showing values in the thousands.
  • Fixed problem with export of split transactions.

New in MoneyWell 1.4.10 (Jul 10, 2009)

  • Added preference to turn off appending of memos on merge.
  • Fixed QIF export to properly group split transactions.
  • Fixed QIF import to properly sequence split transactions.
  • Fixed transaction date change to not change cleared date on cleared transactions.

New in MoneyWell 1.4.9 (Jun 27, 2009)

  • Added shortcut key for Make Bucket Optional.
  • Improved number format selector on CSV and QIF imports to handle non-U.S. decimal delimiters.
  • Improved duplicate merge to intelligently append memo field text.
  • Improved text description on Set Password panel.
  • Fixed CSV import to properly handle tab-delimited data with blank columns.

New in MoneyWell 1.4.8 (May 24, 2009)

  • Fixed OFX import bug hiding imported transactions.
  • Fixed Spending Plan historic amount to use account currency.
  • Fixed account sort on reports to use only user sequenced order.

New in MoneyWell 1.4.7 (May 17, 2009)

  • Improved duplicate merges to update check reference if available.
  • Fixed import of OFX file bug from 1.4.6.
  • Fixed changing of transaction status to save edits in progress.
  • Fixed bucket balance total to update after cash flow start amount change.
  • Fixed reports to show localized account currency on account breaks.

New in MoneyWell 1.4.6 (May 14, 2009)

  • Improved import of OFX files that have missing element data.
  • Improved import of QIF files when transactions are missing dates.
  • Improved download of financial institution info from nothirst.com.
  • Changed minimum window size to support smaller screens.
  • Fixed Allocate Income to pick the correct month half by default.
  • Fixed crash if Search Transactions was active prior to a reconcile.
  • Fixed duplicates matching to pick oldest transaction first.
  • Fixed several buttons to have a clearer accessibility identity.

New in MoneyWell 1.4.5 (Apr 9, 2009)

  • Changed pending flag to also turn off if date sent to current or past.
  • Improved QIF import to handle poorly formatted lines with whitespace.
  • Fixed problem displaying memorized transactions list.
  • Fixed data entry loss on Transaction Detail when account changed.
  • Fixed initial connection panel to appear properly under Tiger.
  • Fixed locked bucket entry on Memorized Transaction Detail under Tiger.
  • Fixed double-click on account to active edit mode on Account Detail.

New in MoneyWell 1.4.3 (Feb 5, 2009)

  • Added ability to manually merge two selected transactions.
  • Added Customize Toolbar and Hide Toolbar to View menu.
  • Added memo field search for memorized transaction aliases during imports.
  • Fixed interface freezing on Reconcile view for certain accounts.
  • Fixed Allocate Income to recognize previous early allocation.
  • Fixed Reconcile view to properly refresh the transaction list when the date range is changed.
  • Fixed Split totals to show properly in Reconcile view.
  • Fixed Hide Split Children and Show Split Totals to toggle each other as needed.
  • Fixed graph to show amounts of split children even when they are hidden.
  • Fixed a refresh problem on transaction list after downloads and imports.
  • Fixed cash flow start date and amount to point to new bucket after merge.
  • Fixed interface freezing when adding an account without an internet connection.
  • Fixed reports to exclude pending transactions.
  • Fixed disappearance of repeating pending transactions when one was marked as Open.
  • Fixed repeating transaction to work properly when ending set to Never.
  • Fixed error stopping Update Similar Transactions panel from appearing.
  • Fixed problem with autosave not occurring after editing money flows.
  • Fixed encoding problem with certain direct downloads that caused interface to freeze.
  • Fixed sample date not showing on certain QIF files prior to import.

New in MoneyWell 1.4.2 (Jan 6, 2009)

  • Dramatically increased speed of import processing.
  • Added ability to read Quicken exported dates using quoted years.
  • Added ability to keep bucket assignments on transaction copy/paste.
  • Added ability to import multi-account OFX files.
  • Added prompt to Update Similar Transactions after adding memorized transaction.
  • Added transaction list context menu command to Update Similar Transactions.
  • Added bucket list context menu command to Resequence Alphabetically.
  • Improved feedback before transactions are updated.
  • Changed bucket totals to show transaction amounts when filtered to a month or if cash flow start date is in the future.
  • Changed Duplicates View to only appear after import if duplicates exist.
  • Changed QIF import to set transaction as cleared by default.
  • Reduced the color saturation on red and green bucket amount badges.
  • Reduced the width of "check all" graphic for more room on Reconcile view.
  • Fixed Edit > Add Default Buckets to not trigger default accounts panel.
  • Fixed OFX direct type setting for credit card and liability accounts.
  • Fixed the limited width on the check number column.
  • Fixed problem with new bucket losing name when dragged to new position.
  • Fixed selection of pasted transactions.
  • Fixed refresh of main window after Duplicates view is closed.
  • Fixed import to first select All Transactions bucket.
  • Fixed a problem with direct downloads of money market accounts.
  • Fixed a problem with refresh of Reconcile view totals during add/delete.
  • Fixed out of sequence transactions after OFX import.
  • Fixed search entry for financial institutions to reset to cleared.
  • Fixed import of OFX files from investment accounts.
  • Fixed deposits with check numbers in OFX imports to stay as deposits.
  • Fixed a problem parsing OFX information when ORG or FID was blank.
  • Fixed sort order on the transactions list status column.

New in MoneyWell 1.4 (Dec 8, 2008)

  • Improved performance.
  • Cleaner interface with bucket amount badges, new icons, and smoother workflow.
  • OFX Direct Connect transaction downloads.
  • New Sample File to help when first using MoneyWell.
  • Simplified new document creation with auto-download of account settings.
  • Auto-calculation of starting balance transaction.
  • New Online Connection Manager.
  • Receipts can now be attached transactions both documents and emails.
  • New built-in Receipt Viewer.
  • Faster Duplicates Review with user-defined date range selection and transaction merging.
  • Automated removal of duplicate imported transactions.
  • New delimited file import support (CSV) with user-defined field order.
  • New user-defined bucket order (drag and drop).
  • New intelligent check number assignment to find check number in payee name.
  • New scheduled transfer transactions.
  • New ability to allocate income a selected number of days prior to next month.
  • New grouping options on reports for accounts and buckets.
  • New Spending Plan Detail report.
  • New memorized transaction quick lookup button on Transaction Detail.
  • New Update Matching Transactions panel with detail review and selection.
  • New cleared/reconciled date entry on Transaction Detail.
  • Improved new transaction creation to remember last changed date.
  • New clickable cash flow start indicator on graph.
  • New "Open last document on startup" preference.
  • New keyboard shortcuts to edit a transaction with quick date or bucket selected.
  • Improved flow of data entry on Transaction Detail.
  • Improved Exchange Rates panel with full currency name and delete.
  • New ability to merge buckets (hold down Option key during drag and drop).
  • New ability to skip opening the default file by holding down the Control key.
  • Improved graph to only show cash flow feedback for active rollover months.
  • Improved transaction list sorting to keep downloaded order from financial institutions and split entry order.
  • Improved drag and drop money flow creation to auto-fill overspent amount.
  • Improved memorized transaction and multi-transaction update process.
  • Improved Allocate Income to more evenly distribution combined income.
  • Improved auto-complete to remember original capitalization.
  • Improved Bucket Detail to show all money flows in decending order.
  • Improved last import flag to only clear for newly imported accounts.
  • Improved date time-zone management.
  • Improved memorized transaction to not change type if "Check" is selected.
  • Fixed right-click highlighting on lists.
  • Fixed duplicated memorized transaction when clicking Memorize.
  • Fixed opening MoneyWell from command line to always process the import file if specified.
  • Fixed Tab key order on Reconcile view.
  • Fixed buckets list to not alter amounts until new money flow is accepted.

New in MoneyWell 1.3.10 (Aug 18, 2008)

  • Fixed Transaction Detail lost of focus problem for split/scheduled changes.

New in MoneyWell 1.3.9 (Aug 11, 2008)

  • Fixed bug where main window could lock up when selecting a bucket.
  • Fixed Scheduled Transactions refresh when adding a new transaction.
  • Fixed display of repeat every text.
  • Fixed disabled setting for repeating transaction fields.
  • Fixed date issues for New Zealand and Australian customers.

New in MoneyWell 1.3.8 (Jun 26, 2008)

  • Improved performance of Review Duplicates and Reconcile views
  • Changed Review Duplicates view to behave more logically
  • Changed Reconcile view to refresh after appearing (to avoid display bug)
  • Changed Review Duplicates and Reconcile views to close with Escape key
  • Fixed shortcut key for toggle reconcile (Cmd Shift R)
  • Fixed alternate shortcut key for delete (Delete)
  • Fixed default settings panel layout when resized
  • Fixed table column settings to be persistent for individual documents
  • Fixed transaction detail bucket entry on 10.4 to allow typed entry
  • Fixed alias list on memorized transaction detail to display correctly
  • Fixed localization of spending plan name
  • Fixed localization of several undo titles
  • Fixed localization of smart bucket names

New in MoneyWell 1.3.7 (Jun 9, 2008)

  • Added tooltips to Add Bucket and Action Menu buttons on main window
  • Fixed Frequency and Timing pop-up menus on Spending Plan panel
  • Fixed Reconcile panel so it doesn't interrupt entry of dates and amounts
  • Fixed Reconcile panel so it hides previously reconciled transactions
  • Fixed refresh of graph when showing/hiding future transactions
  • Fixed a problem where transaction date was changed during reconcile

New in MoneyWell 1.3.6 (Jun 5, 2008)

  • Account-Specific Currency & Exchange Rates: MoneyWell now allows you to set a different currency for each account and define exchange rates for each. Transfers between accounts automatically calculate transaction amounts based on the proper rate. Add as many accounts and currencies as you'd like!
  • Schedule Your Future: With MoneyWell's scheduled transactions, you can set a transaction to repeat daily, weekly, monthly, or yearly and control the iteration span and duration. Open transactions with a future date are marked as "Pending" and can be hidden to avoid affecting bucket totals. There's also a brand new view for transactions. In addition to the "Current" and "Memorized" views, you can now choose a "Scheduled" view to see the next schedule transaction in each series. This is a great place to manage your future transactions.
  • Added Allocate Income Intelligence: Allocate Income is a quick way to spread incoming money out across your expense buckets with one or two mouse clicks and now it's even smarter. You can assign monthly timing (first half, second half, or all month) to each bucket and MoneyWell will flow money based on your choices. You can now also combine several income buckets in a single allocation.
  • Ordering Your Accounts is a Drag: Instead of leaving accounts ordered by type and name, you can now simply drag accounts up or down the list to set your own order. This allows you to put your most used accounts at the top for quick viewing. You can also hide seldom used accounts and buckets.
  • Reporting for Duty Sir!: MoneyWell does a great job of showing just what you need to see on screen to manage your finances, but sometimes you just need paper for your CPA or records. With version 1.3, you now have four additional reports, including Transaction Report with Subtotals, Bucket Summary Report, Tax Detail Report, and Tax Summary Report. Just click Print and select the report style, selection method and time period. You can even choose a custom date range.
  • Context Menus for Power Users: Why have the ability to right-click your Mighty Mouse if there's no context menu when you do it? MoneyWell now fills that need for power users and provides context menus for accounts, buckets, and transactions. Right-click on a closed account and hide it or a transaction and reconcile it. You can even mark a transaction to not require a bucket assignment for balance adjustments and other special cases.
  • Same Great Graph with Triple the Feedback: MoneyWell's Cash Flow Graph is a great tool to quickly spot spending trends and improve your habits, but now you can even see more than ever before. Just by pausing your mouse cursor over a bar, you'll see a tool tip that not only tells you the exact amount spent but also the money flows in and out that month and rollovers too. Additionally, the graph incorporates money flows into the column feedback and will now show you red hash marks when you spend more than you have allocated and blue hash marks when you exceed your planned amount.

New in MoneyWell 1.3.3 (May 8, 2008)

  • Improved performance of transaction detail entry and selection
  • Improved performance of cash flow graph refresh
  • Added progress indicator to graph refresh
  • Added Flow As option to Allocate Income giving user control over timing
  • Added View menu option to control future time period for viewing pending transactions
  • Added prompt to update memo on scheduled transactions
  • Added Bucket column to current, reconcile, and duplicates lists
  • Added Resend License Code button to license dialog
  • Changed memorized transaction to also update buckets when multiple transactions are selected
  • Changed buckets refresh to allow transaction to stay in detail panel during bucket assignment change
  • Changed tables and views to save specific layouts for each document
  • Fixed Search Transactions to properly find amounts with zero cents
  • Fixed transaction detail to keep focus on bucket entry after change
  • Fixed problem opening documents on some 10.4 systems

New in MoneyWell 1.3.2 (Apr 26, 2008)

  • Added option to graph bucket optional transactions
  • Fixed rounding problem on reconcile view
  • Fixed refresh of transactions on account selection change
  • Fixed a problem handling postfix negative number on QIF import
  • Fixed duplicates view to use red backdrop for all marked transactions

New in MoneyWell 1.3.1 (Apr 24, 2008)

  • Account-Specific Currency & Exchange Rates: MoneyWell now allows you to set a different currency for each account and define exchange rates for each. Transfers between accounts automatically calculate transaction amounts based on the proper rate. Add as many accounts and currencies as you'd like!
  • Schedule Your Future: With MoneyWell's scheduled transactions, you can set a transaction to repeat daily, weekly, monthly, or yearly and control the iteration span and duration. Open transactions with a future date are marked as "Pending" and can be hidden to avoid affecting bucket totals. There's also a brand new view for transactions. In addition to the "Current" and "Memorized" views, you can now choose a "Scheduled" view to see the next schedule transaction in each series. This is a great place to manage your future transactions.
  • Added Allocate Income Intelligence: Allocate Income is a quick way to spread incoming money out across your expense buckets with one or two mouse clicks and now it's even smarter. You can assign monthly timing (first half, second half, or all month) to each bucket and MoneyWell will flow money based on your choices. You can now also combine several income buckets in a single allocation.
  • Ordering Your Accounts is a Drag: Instead of leaving accounts ordered by type and name, you can now simply drag accounts up or down the list to set your own order. This allows you to put your most used accounts at the top for quick viewing. You can also hide seldom accounts and buckets.
  • Reporting for Duty Sir!: MoneyWell does a great job of showing just what you need to see on screen to manage your finances, but sometimes you just need paper for your CPA or records. With version 1.3, you now have four additional reports, including Transaction Report with Subtotals, Bucket Summary Report, Tax Detail Report, and Tax Summary Report. Just click Print and select the report style, selection method and time period. You can even choose a custom date range.
  • Context Menus for Power Users: Why have the ability to right-click your Mighty Mouse if there's no context menu when you do it? MoneyWell now fills that need for power users and provides context menus for accounts, buckets, and transactions. Right-click on a closed account and hide it or a transaction and reconcile it. You can even mark a transaction to not require a bucket assignment for balance adjustments and other special cases.
  • Same Great Graph with Triple the Feedback: MoneyWell's Cash Flow Graph is a great tool to quickly spot spending trends and improve your habits, but now you can even see more than ever before. Just by pausing your mouse cursor over a bar, you'll see a tool tip that not only tells you the exact amount spent but also the money flows in and out that month and rollovers too. Additionally, the graph incorporates money flows into the column feedback and will now show you red hash marks when you spend more than you have allocated and blue hash marks when you exceed your planned amount.
  • Click the Accounts, Buckets, or Transactions titles to quickly select all items
  • New smart bucket to group the last import of transactions
  • Additional keyboard shortcuts like the forward delete key for removing transactions
  • Additional commands in the action menu at the bottom of the buckets list
  • Improved import intelligence to better match duplicates
  • Dozens of bug fixes and visual improvements

New in MoneyWell 1.3 (Apr 16, 2008)

  • Account-Specific Currency & Exchange Rates: MoneyWell now allows you to set a different currency for each account and define exchange rates for each. Transfers between accounts automatically calculate transaction amounts based on the proper rate. Add as many accounts and currencies as you'd like!
  • Schedule Your Future: With MoneyWell's scheduled transactions, you can set a transaction to repeat daily, weekly, monthly, or yearly and control the iteration span and duration. Open transactions with a future date are marked as "Pending" and can be hidden to avoid affecting bucket totals. There's also a brand new view for transactions. In addition to the "Current" and "Memorized" views, you can now choose a "Scheduled" view to see the next schedule transaction in each series. This is a great place to manage your future transactions.
  • Added Allocate Income Intelligence: Allocate Income is a quick way to spread incoming money out across your expense buckets with one or two mouse clicks and now it's even smarter. You can assign monthly timing (first half, second half, or all month) to each bucket and MoneyWell will flow money based on your choices. You can now also combine several income buckets in a single allocation.
  • Ordering Your Accounts is a Drag: Instead of leaving accounts ordered by type and name, you can now simply drag accounts up or down the list to set your own order. This allows you to put your most used accounts at the top for quick viewing. You can also hide seldom accounts and buckets.
  • Reporting for Duty Sir!: MoneyWell does a great job of showing just what you need to see on screen to manage your finances, but sometimes you just need paper for your CPA or records. With version 1.3, you now have four additional reports, including Transaction Report with Subtotals, Bucket Summary Report, Tax Detail Report, and Tax Summary Report. Just click Print and select the report style, selection method and time period. You can even choose a custom date range.
  • Context Menus for Power Users: Why have the ability to right-click your Mighty Mouse if there's no context menu when you do it? MoneyWell now fills that need for power users and provides context menus for accounts, buckets, and transactions. Right-click on a closed account and hide it or a transaction and reconcile it. You can even mark a transaction to not require a bucket assignment for balance adjustments and other special cases.
  • Same Great Graph with Triple the Feedback: MoneyWell's Cash Flow Graph is a great tool to quickly spot spending trends and improve your habits, but now you can even see more than ever before. Just by pausing your mouse cursor over a bar, you'll see a tool tip that not only tells you the exact amount spent but also the money flows in and out that month and rollovers too. Additionally, the graph incorporates money flows into the column feedback and will now show you red hash marks when you spend more than you have allocated and blue hash marks when you exceed your planned amount.
  • Click the Accounts, Buckets, or Transactions titles to quickly select all items
  • New smart bucket to group the last import of transactions
  • Additional keyboard shortcuts like the forward delete key for removing transactions
  • Additional commands in the action menu at the bottom of the buckets list
  • Improved import intelligence to better match duplicates
  • Dozens of bug fixes and visual improvements

New in MoneyWell 1.2.10 (Feb 23, 2008)

  • Automatic Memorized Transactions: It's said that the best features in software are the ones you don't even realize are there�this is one such feature. Lots of financial programs remember previous payee names and transactions, but too often these applications end up collecting so much garbage information that it becomes a maintenance task for the user to clean up. MoneyWell is very smart about memorized transactions: It only creates one after the user cleans up the payee name and assigns a bucket. It even finds other similar transactions and fixes those at the same time. It only takes a couple of imported bank downloads before MoneyWell starts cleaning up all your transactions automatically.
  • Cash-Only Transactions: MoneyWell 1.2 plugs a hole to stop one of the most common leaks in a spending plan: Pocket cash. With one click, user can create transactions that transfer money to a special cash account. Once in the cash account, users can add transactions for every cash transaction and properly assign each a bucket. Since these are outside of a reconciled checking or credit account, users don't have to deal with split transactions just to hide their spending. It's so easy to use, people may actually start tracking the cash in their pocket.
  • Transaction Listing Report: MoneyWell gives you all the tools you need to manage your spending right in the main window, but there are times when it's nice to have a paper copy of your information. This new report uses the active filters to generate a hard copy of the selected transactions. Just like the information on the screen, this report is clean and organized. Users can get a snapshot of the transactions shown without complex report configuration dialogs.
  • Duplicate Transaction Review: With the power to import many standard financial file formats like OFX, QFX, and QIF, it's easy to pull in duplicate transactions. Now after an import, the transactions list in MoneyWell morphs to show color-coded duplicates and prompts the user to review these selections. The user can uncheck suggested duplicate transactions to keep them or check others to mark them for deletion. Once the user is satisfied with the selection, a single click removes the duplicates.
  • Daily Balance Display: Users can now quickly select any transaction to see what the balance is as of that date in a convenient status message at the bottom of the MoneyWell window. This works no matter what transaction view is active or what filter is set. MoneyWell even allows users to select multiple transactions to get a sum total displayed in the new status message area. This gives the feedback of a running balance column without clutter and wasted screen space.
  • Copy/Paste of Transactions: MoneyWell 1.2 has been taught to share as well. Users can select a group of transactions, copy them, and then paste them into applications like Numbers� from Apple or Microsoft Excel�. In fact, users can paste a list of transactions into any application that accepts tab-delimited text�even an email message! Not only can MoneyWell share with other applications, but it can share with itself. Copy (or cut) transactions from one MoneyWell document and paste them into another.