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MoneyWiz Changelog

What's new in MoneyWiz 3.7.8

Jul 10, 2020
  • Bug fixes

New in MoneyWiz 3.7.7 (May 7, 2020)

  • Bug fixes

New in MoneyWiz 3.7.6 (May 7, 2020)

  • Bug fixes
  • Ability to attach PDF files as receipts

New in MoneyWiz 3.7.5 (Apr 6, 2020)

  • Bug fixes

New in MoneyWiz 3.7.4 (Mar 26, 2020)

  • Many SaltEdge banks can now download more than 3 months of transactions during initial syncing (when linking the accounts for the first time)
  • Support for new banks
  • Bug fixes

New in MoneyWiz 3.7.3 (Mar 5, 2020)

  • Support for Dark Mode on macOS 10.14 and above. You can enable it via Settings / General.
  • Added support for new banks
  • Bug fixes

New in MoneyWiz 3.7.2 (Mar 5, 2020)

  • Fixed an incompatible browser alert for some online banking connections
  • Fixed a bug related to budgets with forecasted transactions in different currency than the budget
  • Fixed an issue with QFX files import
  • Fixed an issue with CSV files import
  • Fixed a sync issue affecting the number of shares of a holding
  • Fixed a bug where a whitespace in the SYNCbits password will cause 'Invalid credentials' error at sign in

New in MoneyWiz 3.7.1 (Jan 30, 2020)

  • Fixed an incompatible browser alert for some online banking connections
  • Fixed a bug related to budgets with forecasted transactions in different currency than the budget
  • Fixed an issue with QFX files import
  • Fixed an issue with CSV files import
  • Fixed a sync issue affecting the number of shares of a holding
  • Fixed a bug where a whitespace in the SYNCbits password will cause 'Invalid credentials' error at sign in

New in MoneyWiz 3.7.0 (Jan 23, 2020)

  • This update brings a lot of bug fixes & small improvements.

New in MoneyWiz 3.5.3 (Jul 9, 2019)

  • Bug fixes

New in MoneyWiz 3.5.1 (Jun 5, 2019)

  • We now have a new, much improved icon! Special thanks to Michael Flarup (https://dribbble.com/flarup) for the work he pulled on the new icon!
  • Bug fixes and other improvements

New in MoneyWiz 3.4.0 (Feb 20, 2019)

  • We brought back the budget indicator showing the spent vs time left ratio
  • Lots of other bug fixes

New in MoneyWiz 3.3.4 (Feb 18, 2019)

  • Bug fixes
  • Improved app start time

New in MoneyWiz 3.3.3 (Feb 8, 2019)

  • Bug fixes

New in MoneyWiz 3.3.0 (Feb 5, 2019)

  • MoneyWiz 3 Standard (non-subscription) version now available via Settings / License. MoneyWiz 3 Standard for macOS will unlock SYNCbits and some additional features on all of your macOS devices. Fast SYNCbits account switching for those of you who have multiple SYNCbits accounts Improved UI for budget indicators (matching the iOS design) Bug fixes

New in MoneyWiz 3.2.0 (Dec 4, 2018)

  • Bug fixes and improvements

New in MoneyWiz 3.1.5 (Nov 19, 2018)

  • Bug fixes and stability improvements

New in MoneyWiz 3.1.0 (Nov 7, 2018)

  • Design improvements: sidebar now takes less space so you can see more of your data!
  • macOS Mojave Dark Mode fixes.
  • Fixed an issue where report chart might not display account currency properly.
  • Made it possible for account balance to be affected by transaction filters. If your balance looks strange after updating, make sure to check your account filters! You can find them on top of your Account register: “Filters” button on Deskop and a row of buttons on Mobile.
  • Upcoming Scheduled transactions can now be displayed in the Account register (31 days in the future) without the need to pay them in advance. To use this, just change transaction filters to Forecast.
  • Upcoming Scheduled transactions can now be displayed in the Budget registers too (until next budget cycle date).
  • It’s now possible to change the color scheme of category icons: either standard red/green or much more colorful! Try for yourself in Settings -> Transaction layout.
  • Improved subscription management system, making subscription renewals much easier. No action required from you though.
  • Dashboard section features have been moved to other places in the application.
  • New way of displaying stock and crypto holding icons.
  • Made it easier to access database and debug logs folders.
  • Fixed the number of decimals for AFA, IDR, LAK, MZM, TMT, UGX and VND and other fixes for some rarer currencies.
  • Many Online Banking syncing fixes and improvements.
  • Fixes related to manual importing of files.
  • Hundreds of bug and crash fixes, greatly improved speed and performance!

New in MoneyWiz 3.0.4 (Jul 3, 2018)

  • Various bug fixes.

New in MoneyWiz 3.0.3 (Jun 19, 2018)

  • fixed crash on editing budget transfer
  • fixed yodlee error 2002
  • readjusted size of dock icon for Mac
  • added explanations on why sync in latest version is not compatible with previous versions
  • fixed crash related to investment account and reports
  • fixed crash with online banking investment accounts
  • Vietnamese dong now has no decimals
  • fixed issue when searching currency name where space adds two spaces
  • fixed issue with multiple currencies with the same symbol
  • fixed issue where outgoing transfer in forex account increases the account balance
  • fixed widely popular sync crash

New in MoneyWiz 3.0.1 (Jun 7, 2018)

  • Fixed various bugs reported after the 3.0.0 release.

New in MoneyWiz 3.0.0 (Jun 4, 2018)

  • Support for crypto-currencies (& altcoins) and FOREX accounts, integration to some exchanges via SaltEdge for automatic download of trades. Manual work with crypto-currencies (even unlisted pairs).
  • Ability to see the aggregated portfolio of an entire group of investment/forex/crypto accounts. If you have grouped multiple accounts of investment/crypto/forex type into the same group and that group has no other types of accounts, the group will have an icon on its right side, that looks like an eye. Tap it and you will see the aggregated portfolio information.
  • Much improved sync performance
  • Lots of bug fixes and performance improvements
  • Lots of improvements to online banking
  • GDPR compliance

New in MoneyWiz 2.7.6 (Jan 24, 2018)

  • Bug fixes.

New in MoneyWiz 2.7.5 (Jan 19, 2018)

  • Fixed a number of crashes
  • Fixed german localization
  • Fixed issue with duplicated last month on bar chart reports

New in MoneyWiz 2.7.1 (Dec 15, 2017)

  • Fixed several crashes
  • Fixed issue with disconnecting OB account on Mac
  • Improved duplicates recognition with SaltEdge transactions
  • Fixed crash on Mac 10.8.5

New in MoneyWiz 2.7.0 (Dec 5, 2017)

  • Fixed issue with empty transparent windows in mission control
  • When stock is available on Yahoo, but historical data is not, MoneyWiz now allows manual price updates
  • Fixed issue where auto-skip changes the sign of the transaction
  • Fixed issue where manual price updates on stocks are set with wrong time
  • Added Belarusian translation (by Viktar Mishyn)
  • Fixed bug when budget transfer in past period remains after deleting one of the budgets
  • Fixed issue with BYR currency
  • Record number from SaltEdge transactions will be stored in the memo
  • Fixed bug with selecting accounts with keyboard on Mac
  • When stock symbol is not available on Yahoo, MoneyWiz will store the price from Yodlee automatically
  • Fixed issue where MoneyWiz skips importing SaltEdge transactions that are similar to existing transfers
  • Added handling for duplicate transactions with SaltEdge banks, where the bank changes the description of the transactions.
  • Fixed crash with updating stock prices from Yodlee and Yahoo at the same time
  • Increased speed of Yodlee connections, it's now 4 times faster

New in MoneyWiz 2.6.11 (Nov 3, 2017)

  • Bug fixes.

New in MoneyWiz 2.6.10 (Nov 2, 2017)

  • This update changes the currency exchange rates platform that we use. If you had any issues with multi-currency accounts, this update will fix them. We apologize for any inconvenience caused, the issue is the result of Yahoo Finance ceasing to support their currency exchange rate API.

New in MoneyWiz 2.6.9 (Nov 1, 2017)

  • This update fixes a bug that could've caused duplicate transactions for some of our users using Online Banking via SaltEdge.

New in MoneyWiz 2.6.7 (Oct 25, 2017)

  • Fixed migration issue on old macOS versions (10.10 and older)
  • Fixed Touch ID double authentication on start on High Sierra (10.13)
  • Fixed category name issue when parent category has same name as child category
  • Fixed various budget issues
  • Transaction in reports will now show the account name and currency
  • Fixed crash with creating a group during import from online banking

New in MoneyWiz 2.6.6 (Oct 18, 2017)

  • This update fixes a bug that was causing a crash for some customers.

New in MoneyWiz 2.6.5 (Oct 17, 2017)

  • Features:
  • Optimized for macOS 10.13
  • Ability to disable TouchID use on macOS but still use PIN protection
  • Ability to manually set cost basis of investment holdings
  • Ability to manually set the price of a security (in case it's not supported for auto update of the price, such as some mutual funds)
  • Performance improvements
  • Fixed a visual issue with the subscriptions screen on iPad
  • Made investment G/L calculations to take dividends, fees etc. into account
  • Implemented a check to avoid duplicating transactions when a scheduled transaction executes in an online banking account
  • We've implemented a feature that we call "The ultimate OB data consistency check". This feature will use advanced logic to determine when Yodlee or SaltEdge is not providing us with accurate data, and MoneyWiz will try to mitigate it on its own or inform of you if that happens and it's unable to handle it automatically
  • MoneyWiz loading time decreased by around 25%
  • Improvements:
  • Fixed an issue where adding multiple transactions one after another may result in the transactions showing up in random order but not the order in which you entered them
  • Fixed an issue where a manually deleted online banking transaction would re-appear after a new sync
  • Disabled the reminder to review MoneyWiz
  • Various fixes related to handling MFA accounts via Yodlee
  • Fixed a crash that happened if you deleted the category of a split transaction monitored by 2 or more budgets
  • Fixed an issue where with creating a transaction of 0 value in a budget
  • Fixed a bug where some groups may not appear in the list of accounts & groups
  • Fixed a crash when generating a custom report
  • Fixed a an issue where performing a gesture on a transaction via the Dashboard would result in a crash
  • Fixed a crash related to restoring a subscription via the Subscriptions screen
  • Fixed an issue where budget may not properly calculate if Rollover is used
  • Fixed an UI issue where some accounts' names may get truncated
  • Fixed an issue related to working with transactions where the transaction is posted in account in one currency but monitored in a budget in a different currency
  • Fixed an issue with SaltEdge online banking where MoneyWiz would incorrectly ask you to re-enter your credentials
  • Fixed an issue where an alert for wrong balance may appear twice
  • Fixed a crash when clicking on stock's Details button
  • Fixed a visual glitch where investment portfolios would not show up at times
  • Fixed a visual issue where the account & amount fields were not visible when editing a transaction in a currency different from the account's currency
  • Fixed a rounding issue with investment accounts
  • Fixed an issue where some investment assets may not get auto updates of their price
  • Fixed an issue with decimal button missing from the keyboard when inputing JPY transactions
  • Fixed a bug that may have caused crashes for some customers when changing a category of a transaction
  • Fixed an issue where for some UK based customers with investment accounts, the amount won't properly calculate as MoneyWiz did not consider pence vs pound difference between different brokerage firms
  • Fixed an issue where the account list may show up empty when creating a budget
  • Fixed an issue where for some Yodlee customers it was impossible to select the login type (where applicable)
  • Fixed a crash related to saving specific reports
  • Fixed a bug where some transactions won't import from online banking after they were converted to transfers (affecting only SaltEdge linked accounts)
  • Fixed an issue with Yodlee where some login fields would be so long that they would be cut out of the screen
  • Fixed an issue with the Cashflow report where it included pending transactions when it shouldn't have
  • Fixed a crash for some TouchID users
  • Fixed an issue where MoneyWiz may not start translated in your local language
  • Various other crash fixes, bug fixes and stability improvements

New in MoneyWiz 2.6.4 (Jul 11, 2017)

  • This update fixes a crash related to refreshing a SaltEdge linked accounts.

New in MoneyWiz 2.6.3 (Jul 10, 2017)

  • Various UI improvements related to investment accounts and their transactions
  • Fixed a bug where some people would see 8 zeroes after the decimal separator, when they should not
  • Fixed an issue with disappearing PIN keyboard
  • Fixed an issue related to displaying proper information when working with unknown tickers
  • Fixed an issue where a budget could not be created if automatic decimal entry was enabled
  • Stock details will now open up the Yahoo Finance website instead of Google Finance
  • Fixed several issues and a crash related to entering decimal signs
  • Fixed an issue where the calendar won’t show up when selecting a date for a buy/sell transaction
  • Fixed an issue where trying to buy MoneyWiz will open up a blank page
  • Made it possible to disable Touch ID on MoneyWiz for Mac
  • Various UI improvements
  • Various localizations improvements
  • Fixed a bug where the report chart view sometimes crops the report end date
  • Various sync related issues have been resolved
  • Performance improvements related to searching transactions
  • Fixed a bug where the selected account gets deselected on a sync cycle
  • Fixed a bug where the statistics report filter by accounts was not taken into account
  • Online banking will now download transactions with timestamps when the bank provides them (previously they would only download with date, without time)
  • Fixed a bug related to de-sync

New in MoneyWiz 2.6.0 (Jun 29, 2017)

  • INVESTMENT ACCOUNTS:
  • If you want to connect your financial institution to MoneyWiz, so that MoneyWiz would download all existing holdings & trades as well as new trades, please do so by adding an Online Banking account and then search for your financial institution. Even if it didn't show up previously it now may appear in search results as we've added support for over 3,700 Investment Accounts institutions.
  • If you want to manually manage your investment account and enter trades manually, just add a new Investment Account.
  • MoneyWiz will automatically refresh your holdings values once per hour
  • MoneyWiz can handle buy/sell/short/cover. You can also add expenses/incomes/transfers to investment accounts. If you're connected via Online Banking, MoneyWiz will automatically handle all transaction/trade types.
  • Support for stocks, bonds, options, ETFs, precious metals and every other tradable commodity.
  • Support for most stock markets in the world - just make sure to enter the proper holding symbol/ticker and MoneyWiz will handle it.
  • Investment Accounts also introduce a brand new transaction view in MoneyWiz where you have a chart on top and a table below it. You can switch the table to show either trades (transactions) or holdings.
  • MoneyWiz can handle all types of Investment/Brokerage accounts, including retirement accounts (IRA, 401k etc), self managed accounts etc.
  • WHAT ELSE:
  • Newly downloaded transactions from Online Banking will now be marked with a "new" text in their transaction status flag (the red/green flag on the left hand side, that indicates whether the transaction is cleared or pending)
  • Bug fixes, stability improvements, security improvements

New in MoneyWiz 2.5.13 (Apr 14, 2017)

  • This update fixes a bug where trying to subscribe to MoneyWiz, using PayPal would make MoneyWiz crash.

New in MoneyWiz 2.5.12 (Feb 21, 2017)

  • Bug fixes.

New in MoneyWiz 2.5.10 (Feb 1, 2017)

  • Bug fixes

New in MoneyWiz 2.5.7 (Jan 17, 2017)

  • This update fixes several bugs.

New in MoneyWiz 2.5.4 (Jan 12, 2017)

  • This update fixes over 30 reported bugs and improves the performance.

New in MoneyWiz 2.5.3 (Dec 13, 2016)

  • IMPORTANT: In this update we're renaming the app from "MoneyWiz 2" to "MoneyWiz Premium". That means that any old shortcuts may not work. If that happens just create new shortcuts to MoneyWiz Premium. Apologies for the inconvenience. We're doing this in our effort to differentiate the two versions of MoneyWiz and cause less confusion in the future.
  • This update brings compatibility for MacBook Pro with Touch Bar systems and fixes several bugs.
  • TOUCH ID SUPPORT:
  • If you have a Touch ID enabled Mac, and MoneyWiz has a PIN code enabled, then you can use Touch ID to log into MoneyWiz.
  • TOUCH BAR SUPPORT:
  • We've created a beautiful and functional Touch Bar integration:
  • Accounts - you will see the list of accounts and their balances on your Touch Bar.
  • Budgets - you will see the list of Budgets and their balances on your Touch Bar.
  • In table view (spreadsheet like view for transactions), selecting a transaction shows up transaction option buttons such as Edit, Delete, Duplicate, Set Cleared, Set Pending.
  • In transaction entry - when you focus on the Payee, Description or Tag field, all previously used payees, descriptions or tags will be displayed in the Touch Bar so you can easily select one. Typing in the field will also filter out any records that don't match what you've typed.

New in MoneyWiz 2.5.2 (Nov 8, 2016)

  • This update fixes several bugs and improves stability.

New in MoneyWiz 2.5.1 (Oct 27, 2016)

  • This update fixes the issue with strange budgets & reports amounts.
  • Other minor bug fixes

New in MoneyWiz 2.5 (Oct 27, 2016)

  • Tags - tag transactions for additional reporting power. Budgets also support tags.
  • Receipts sync - sync your attached transaction receipts across all devices (enable it via the SYNCbits menu)
  • 14 new reports.
  • Ability to add filters to reports by categories, payees and tags.
  • New type of reports visualization - spreadsheet report (Categories vs Tags report uses it)
  • Offset categories - MoneyWiz now allows you to enter transactions with minus sign, which you can use to offset categories (both income & expense) in case you want to handle reimbursements for example. Remember that MoneyWiz still has built-in Refunds functionality!
  • Budgets can now be created with 0 amount, which can help those of you who prefer envelope style budgeting.
  • Improved SaltEdge online banking
  • Much improved online banking auto-categorization. Really, it’s like a whole new experience there!
  • Auto-completers for manually entered transactions are now account independent.
  • New currency added - BYN
  • Ability to disable auto-categorization for online banking accounts (it’s individual setting per account. Access it by editing the account and then go to the Extended options).
  • Ability to set MoneyWiz to not create new categories when they come from online banking (it’s individual setting per account. Access it by editing the account and then go to the Extended options).
  • Over 100 bug fixes

New in MoneyWiz 2.3.12 (Aug 24, 2016)

  • Fixed a crash related to activating the Premium version.

New in MoneyWiz 2.3.11 (Aug 17, 2016)

  • Fixed a bug related to auto-categorization during first time OB import.

New in MoneyWiz 2.3.10 (Jul 25, 2016)

  • General bug fixes.

New in MoneyWiz 2.3.9 (Jul 8, 2016)

  • General bug fixes.

New in MoneyWiz 2.3.7 (Jun 17, 2016)

  • Fixes the issue where if you only had a Manual Transactions subscription it won't allow you to create Online Banking accounts, which it should based on our new subscription model.'

New in MoneyWiz 2.3.6 (Jun 17, 2016)

  • Fixed bug where you can't activate MoneyWiz Premium via Restore Purchases'.

New in MoneyWiz 2.3.4 (Apr 8, 2016)

  • Bug fixes
  • Improved auto-categorization for transactions coming in from Online Banking

New in MoneyWiz 2.3.3 (Mar 22, 2016)

  • Bug fixes.

New in MoneyWiz 2.3.1 (Mar 6, 2016)

  • Apologies for any inconveniences caused in the previous release due to bugs. Everything that was reported is now fixed!

New in MoneyWiz 2.3 (Feb 26, 2016)

  • 1 month free trial for the yearly Online Banking subscription + redesigned Subscriptions screen
  • Profit & Loss Report
  • New Reports
  • Reports are now divided into sections for easier navigation
  • By default MoneyWiz will now assume that a transaction is not a split unless you specify it will be. This allows us to close the Accounts or Categories picker as soon as you select an Account or a Category when creating a transaction, reducing the number of taps necessary to create a transaction.
  • Ability to create a new category directly from the transaction entry screen
  • Lots of smaller improvements and bug fixes

New in MoneyWiz 2.2.1 (Nov 17, 2015)

  • Bug fixes & stability improvements
  • Small UI improvements

New in MoneyWiz 2.2 (Oct 26, 2015)

  • Visual effects (blur & vibrancy)
  • Redesigned transaction entry screen
  • Much improved Advanced Reconcile
  • Ability to set scheduled transactions in online banking accounts to auto-skip
  • Min & Max values on reports graphs
  • Currency sign will now appear in front of amounts for currencies which have a single character symbol (such as $, €, £ etc.)
  • Ability to search for online banks by country code
  • Warning indicator if an online banking account hasn’t been refreshed for more than 24 hours
  • Hungarian translation
  • Improved online banking auto-categorization and duplicates recognition
  • Over 100 fixes & improvements

New in MoneyWiz 2.1 (Aug 12, 2015)

  • Advanced Reconciliation of transactions. Just select the account you want to reconcile and click on the "scales" button near the search bar.
  • Interface improvements in the following screens: Create Account, Enter PIN
  • Fixed issues with intrusive messages
  • Stability improvements
  • Fixed issue with PDF reports not being generated properly
  • Fixed issue with Online Banking not accepting passwords with special characters
  • Fixed issues related to wrongful calculations in Reports
  • 30+ other bug fixes

New in MoneyWiz 2.0.7 (Jul 13, 2015)

  • Fixed "Invalid Subscription" error for 32bit devices
  • Fixed Yodlee beta banks showing up in the list of supported banks
  • Fixed calculations for liabilities in Statistics report
  • Other minor fixes

New in MoneyWiz 2.0.6 (Jun 30, 2015)

  • Improved Online Banking automatic categorization. Now it also takes into account the correlation between Payee and Category, so when you change the category of a transaction that came from Online Banking, MoneyWiz should learn that the next time transaction with this payee comes in.
  • General stability improvements.

New in MoneyWiz 2.0.5 (May 29, 2015)

  • Online banking improvements
  • Stability improvements
  • Fixed PIN issue that would occasionally prevent you from entering your PIN

New in MoneyWiz 2.0.4 (Apr 10, 2015)

  • Added integration with Yodlee to support more than 12,000 new banks, making MoneyWiz support more than 15,000 banks in total in 41 countries.
  • Stability improvements & bug fixes

New in MoneyWiz 2.0.3 (Feb 18, 2015)

  • Significantly improved load time
  • Fixed bugs related to online banking
  • MoneyWiz will now detect duplicates and not import them (when they come from online banking)
  • Improved performance for search and displaying all transactions
  • 70+ bug fixes and stability improvements

New in MoneyWiz 2.0.2 (Jan 27, 2015)

  • FEATURES:
  • You can now disconnect online banking accounts /via Edit of the account/
  • Ability to import memo field from QIF files
  • IMPROVEMENTS:
  • 130+ bug fixes & stability improvements
  • Performance improvements
  • Fixed online banking not downloading most recent transactions
  • Fixed subscription error for online banking
  • Fixed crashes on some devices
  • Improved load time on iPad
  • Improved performance of graphics in reports, when you have a report for very long period
  • Mac OS X 10.8 support
  • Added 50+ new banks to online banking

New in MoneyWiz 2.0.1 (Jan 13, 2015)

  • Feature: Online Banking integration
  • Feature: Loan Accounts
  • Feature: Ability to re-order the transactions list and entry form's layout
  • Feature: Dynamic resizing of the date column
  • Feature: Shortcut to save a transaction + ability to save it and open the form for new transaction
  • Feature: Improved international export of CSV files
  • Feature: Improved date format in table view
  • Feature: Ability to manually lock/unlock split payment fields
  • Feature: Easier access to editing the total amount of a split payment
  • Feature: Category creation improvements
  • Feature: POS style entering of transactions (i.e. without entering the dot manually)
  • Feature: Ability to exclude account from NetWorth calculations
  • Feature: Remember your scroll position when switching between accounts or budgets
  • Feature: Currencies search (in Settings -> Currencies)
  • Feature: Bulk editing of transactions, via Budgets
  • Feature: Ability to convert a normal transaction to a scheduled transaction via drag&drop
  • Feature: Import (CSV, OFX, QIF) from Clipboard
  • Feature: Ability to customize what columns to see in the table view of transactions
  • Feature: Ability to crop images upon attaching
  • Feature: Double clicking on a category or a payee (in Settings) opens it for Edit
  • Feature: Categories management allows you to delete & move multiple categories at once
  • Feature: Default currency sorts on top of the enabled currencies list
  • Feature: Ability to resize the preferences window
  • Feature: Ability to split a refund by accounts
  • Feature: Ability to search for transactions amounts using the ~ sign, to search for amounts close to something
  • Feature: The maximum number of budgets you can have is now 999 (used to be 99)
  • Feature: Visualization of split payments in Budgets section
  • Feature: Increased auto-completer history from 50 to 100 transactions
  • Feature: Currency names are now translated
  • Feature: Ability to import MT940, MT942 and CAMT053 file formats
  • Feature: Allow pending transactions in budgets
  • Feature: Show attachments in table view
  • Feature: Transfer transactions can have a check number
  • Feature: For transfers, set sent/received date and clear/pending status separately
  • Feature: Improved duplicates recognition during import
  • Feature: Ability to VOID a check
  • Feature: Ability to manually delete items from auto-completers
  • Feature: Ability to set automatic local backups
  • Feature: Ability to adjust an account’s balance via right-click menu item on the account itself
  • Feature: Rollover feature for budgets
  • Feature: Ability to set encoding for CSV exports
  • Feature: Ability to set separator for CSV exports
  • Feature: Ability to set date format for CSV exports
  • Feature: Income/Refund checks would allow letter and special characters
  • Feature: Merge categories when deleting
  • Feature: Envelope budgeting
  • Feature: Local push notifications
  • Feature: Automatic recognition of similar payees during Import
  • Feature: BitCoin Support
  • Feature: Lists with payees are now contacts-list like (scrollable by letter)
  • Feature: Ability to group accounts, see balance for each group
  • Feature: Time pickers now go on a 5 minute interval
  • Feature: “Last Year” predefined period for reports generation
  • Feature: Live progress indication during Import
  • Feature: Improved options for recognized duplicate transactions during import
  • Feature: Ability to select accounts in the Statistics report
  • Feature: Printing of reports directly from MoneyWiz
  • Feature: Ability to customize how your transaction entry forms look and what fields they have
  • Feature: Reports period is now shown above the chart as well
  • Feature: Graph charts visualize in red line when they go to negative value
  • Feature: Ability to export transaction receipts in PDF reports
  • Feature: Ability to include uncategorized transactions in the Categories report
  • Feature: Ability to see deposits & withdraws in separate columns in the table view
  • Feature: Ability to resize the chart size in Reports
  • Feature: Ability to see all transactions from all accounts, at once
  • Feature: Ability to see the original amount & currency, when working with foreign currency transactions
  • Feature: The table view of transactions now has alternating colors
  • Feature: Ability to set “week” as frequency for scheduled transactions
  • Feature: The lists of budgets now shows also used amount and days left
  • Feature: Ability to change the type of transaction (for example convert expense to transfer)
  • Feature: The lists of transactions are now grouped by months as visual separation via headers
  • Feature: Brand new charts design
  • Feature: Chart legend (with list of accounts for example), with the ability to show/hide each entry of the legend dynamically
  • Feature: New chart type - column drill-down
  • Feature: Custom reports - you can now build your own reports by whatever data you need
  • Feature: Ability to select accounts in the Payees report
  • Feature: Ability to edit transactions via Reports
  • Feature: The “Additional Information” for accounts is now multi-line
  • Feature: New section - Dashboard
  • Feature: Statistics widget for the Dashboard
  • Feature: Accounts & Groups balances widget for the Dashboard
  • Feature: Pending Transactions widget for the Dashboard
  • Feature: Scheduled Transactions widget for the Dashboard
  • Feature: Transactions which are split by category will now show multiple category icons at once
  • Feature: New category icons
  • Feature: Ability to create categories on the go (when creating a transaction)
  • Feature: List of accounts now shows icons and groups (when selecting an account anywhere)
  • Feature: Hidden accounts now shows as a regular group of accounts
  • Feature: Ribbons for cleared/pending transactions will now work for color blind people (i.e. they have different shape)
  • Feature: Ability to customize what and where to see in the transaction cell
  • Feature: Scheduled transactions that have been paid in full are now visually marked as such
  • Feature: Groups to have separate currency
  • Feature: Ability to pin/unpin reports charts to top while scrolling (so they either scroll or not)
  • Feature: Saving a report now saves the Sort state as well
  • Feature: Monthly total for trends report
  • Feature: Ability to convert existing MoneyWiz 1.x accounts into online accounts
  • Feature: Ability to distinguish forecasted transactions and real transactions, in Forecast report
  • Feature: New report - Categories drill down
  • Feature: Each budget can now have an icon

New in MoneyWiz 1.6.0 (Dec 10, 2014)

  • Bug fixes on sync
  • Preparation for MoneyWiz 2
  • IMPORTANT NOTICE ABOUT SYNC:
  • After you install this update, MoneyWiz will make a long (few minutes) sync…this is normal. It’s to assure the correctness of all your sync data and to update it to a newer version format. Please, just wait until the rotating wheel stops (indicating that sync has finished). Do not close MoneyWiz during this time and do not attempt to create new transactions or anything else. Just give it time to finish.

New in MoneyWiz 1.5.3 (Mar 14, 2014)

  • Stability improvements

New in MoneyWiz 1.5.2 (Dec 21, 2013)

  • Bug fixes

New in MoneyWiz 1.5.0 (Dec 12, 2013)

  • 100 + improvements

New in MoneyWiz 1.4.1 (Apr 20, 2013)

  • Stability improvements

New in MoneyWiz 1.4.0 (Mar 6, 2013)

  • Includes more than 50 new features and a lot of bug fixes and speed optimizations.
  • Some of the most noticeable features are:
  • Refunds functionality
  • Checkbook register
  • Auto-pay of scheduled transactions
  • Split income transactions
  • Hide accounts from the list of accounts
  • PIN protection will now be 4 digits only
  • Ability to set the language of MoneyWiz manually from Settings
  • Ability to convert normal transactions to scheduled
  • Lots improvements to QIF, OFX and CSV import
  • Improved Push Notifications

New in MoneyWiz 1.3.6 (Sep 13, 2012)

  • Fixed data migration crash
  • Export to PDF and CSV (QIF and OFX to come in a future update)
  • Mac OS X 10.8 compatibility improvements
  • Other bug fixes

New in MoneyWiz 1.3.5 (Jul 23, 2012)

  • CSV import
  • Navigate in popovers with the keyboard
  • Retina MacBook Pro ready, with high resolution artwork
  • Fixed bad fonts rendering
  • Optimised speed for scrolling in list of transactions
  • Stability improvements. Fixed the issue related to high CPU usage.
  • Sync will no longer make MoneyWiz so unresponsive while downloading large updates
  • Proper support for decimals in all world currencies (for example, for JPY there will be no decimal part, for Arabic countries there will be 3 digits after the decimal part etc...)
  • Payees will no longer be case sensitive. Existing payees that have the same name with just different upper/smaller case letters will be automatically merged.
  • Improved OFX import
  • Improved CSV export
  • You can configure currencies to show symbols instead of currency codes...i.e. show $ instead of USD. /Configuration via Settings -> Currencies/
  • Show running balance in the Forecast and Account Balance reports, if running balance is enabled
  • QIF import will now recognise transactions split into several categories and create them properly
  • Fixed glimpse of data when PIN is enabled
  • Improved translations
  • Ability to filter scheduled transactions by account, if you type in the account name into the search field
  • Payees will no longer be case sensitive
  • 90+ fixes and minor improvements

New in MoneyWiz 1.3.4 (Jun 4, 2012)

  • New Feature: Bulk editing of transactions to set cleared, pending, reconciled and unreconciled status.
  • New Feature: Button in sidebar - for fast access to Preferences and indication if sync is in progress
  • New Feature: Added new shortcuts to table view
  • Fixed alerts on Mac
  • Fixed dynamic reports on the Mac
  • Fixed paying scheduled transaction in the future on Mac
  • Fixed numbers formatting in table view
  • Fixed delayed display of pie chart reports
  • Fixed bulk edit of transactions with no description
  • Various minor design/interface improvements
  • New Feature: End date of scheduled transactions
  • New Feature: Skip for scheduled transactions
  • New Feature: Import of transfer transactions with OFX and QIF
  • New Feature: Auto-categorisation when importing with QIF and OFX
  • Fixed running balance when transactions have same date and time
  • Trends report now includes transfers from and to the selected accounts
  • Fixed forecast report
  • Fixed renaming of transfers
  • Fixed scheduled transactions with amount less than 1
  • Fixed sub-categories linking during import
  • 60+ minor fixes and improvements
  • Improvements to all translations
  • Version number is now equal to iOS version numbers (1.3.4)