What's new in Moneyspire 2024 24.0.9
Apr 1, 2024
- Added German translation
- Resolved issue with budget subtotals
- Unbudgeted expenses now included in status bar categories over budget
- Resolved issue with Overview screen error message (Windows)
- Other changes and fixes
New in Moneyspire 2024 24.0.8 (Feb 26, 2024)
- Resolved issue with budget and custom date range
- Resolved issues with transaction register search field
- Resolved issue with Date Comparison report total
- Resolved issue with some investment accounts not being included in Balance Sheet report
- Resolved issue with blank categories being included in reports when tax-related is selected
- Resolved issue with exclude transfers option in Overview screen
- Resolved issue with investment checking accounts in Moneyspire Connect
- Resolved issue with currency format and importing OFX/QFX files
- Saved Reports window is now larger and resizable
- Resolved issue with Overview screen error message (Windows)
- Resolved issue with Moneyspire Connect Setup (Microsoft Store version)
- Resolved issue with Help > Show Log Folder menu option (Microsoft Store version)
- Other changes and fixes
New in Moneyspire 2024 24.0.7 (Dec 11, 2023)
- Resolved issue with invoice number (Pro Version)
- Improved help manual
- Translated help manual to Spanish
- Translated help manual to French
- Translated help manual to Italian
- Translated help manual to Portuguese
New in Moneyspire 2024 24.0.6 (Nov 29, 2023)
- Improved Spanish translation
- Added French translation
- Added Italian translation
- Added Portuguese translation
New in Moneyspire 2024 24.0.3 (Oct 25, 2023)
- Resolved issue with popup fields (Mac)
New in Moneyspire 2024 24.0.2 (Oct 24, 2023)
- Resolved issue with not being able to click on categories in expenses report chart
- Resolved issue with setting budget amount for April on budgets with separate amounts for each month
- Resolved issue with clearing search (Windows)
- Now displays total due for invoices on the status bar at the bottom right (Pro Version)
- Added support for 3 decimal places for invoice rate (Pro Version)
- Resolved issue with downloading currency exchange rates when using comma decimal separator
- Resolved issue with currency conversion on Overview screen
- Resolved issue with currency conversion on parent accounts
- Resolved issue with transfers on mobile app (iOS/Android)
- Resolved issue with multiple currency transfers on mobile app (iOS/Android)
- Other changes and fixes
New in Moneyspire 2024 24.0.1 (Oct 9, 2023)
- Resolved issues with Reminder calendar in dark mode (Windows)
- Green checkmarks no longer disappear after doing a reminders search
- Adjusted fonts sizes for transaction popup form
- Inline transaction form now has increased font sizes when larger font size is selected in preferences
- Added grand total at bottom of Income vs. Expense report when subtotaling by tag
- Added grand total at bottom of Income vs. Expense report when subtotaling by payee
- Now displays correct grand total difference when comparing two date ranges in Date Comparison report
- Transaction register now sorts correctly after search when adding transaction
- Now remembers Import CSV date format
- Can now copy budget amounts to other months for monthly budgets with separate amounts for each month
- Resolved issue with date not fitting in Transaction History report when large font size is selected in Preferences
- Resolved issue with duplicate transaction checker
- Parent accounts now display correct balance when they have child accounts with different currencies
- Other changes and fixes
New in Moneyspire 2024 24.0.0 (Oct 6, 2023)
- Brand new 2024 release
- Improved UI that is more aesthetically pleasing and functional
- Streamlined reports screen for more efficient report generation and viewing
- Can now generate reports for both tagged and untagged transactions together
- Now shows grand total for tag when generating Income vs. Expense Summary report and subtotaling by tag
- Added option to quickly exclude transfers from reports
- Added option to compare two date ranges (i.e. two specific years, two specific months, and so on) in Comparison report
- Now auto-completes existing saved report name when you are adding/editing a saved report so you do not have to type in the whole name
- Added back and forward buttons to make navigating through the application easier and more efficient
- Popup transaction window now uses larger font size if larger font size is selected in the Preferences
- Splits window now uses larger font size if larger font size is selected in the Preferences
- Left sidebar now groups accounts in expandable/collapsible sections
- Accounts tab now groups accounts in expandable/collapsible sections
- Can now mark accounts as favorites and they will be displayed at the top of the left sidebar (View > Sidebar Accounts menu option)
- Can now mark saved reports as favorites and they will be displayed at the top of the left sidebar (Tools > Saved Reports menu option)
- Can now sort reminders
- Can now search reminders
- Can now auto record reminders X days in advance
- Reminders that are set to automatically record now display a green checkmark
- Can now choose Reminders screen as start page in preferences
- Can now specify weekly budget amounts
- Added new weekly budget view
- Added new yearly budget view
- Added Export button to Budget screen to export budget to PDF and spreadsheet
- Now shows the last date you updated your file to help you remember where you left off (bottom of Overview screen status bar)
- Added new weekly view for Overview screen
- Added new yearly view for Overview screen
- Added new custom date range view for Overview screen
- Added option to quickly exclude transfers from overview screen
- Can now bulk edit transaction dates
- Can now specify investment accounts as the source account for reminders
- Moneyspire Connect now downloads pending transactions
- Moneyspire Connect downloaded transactions can now be automatically categorized based on vendor industry (Tools > Categories menu option)
- Added Apple Silicon optimized version for M1/M2 processors in addition to Intel (Mac version)
- Added additional world currencies
- Can now sort invoices (Pro version)
- Can now search invoices (Pro version)
- Added multi-currency support to mobile apps (iOS/Android)
- Mobile apps now show last 12 months of transactions instead of just the last 100 transactions (iOS/Android)
- Added Face ID/Touch ID support to mobile app (iOS)
- And many more improvements and fixes
New in Moneyspire 2024 23.0.9 (Jul 14, 2023)
- Resolved error message when downloading some currency rates/stock prices
New in Moneyspire 2024 23.0.8 (Jul 14, 2023)
- Resolved currency exchange rate and stock price download issue
New in Moneyspire 2024 23.0.7 (May 7, 2023)
- Resolved currency exchange rate and stock price download issue
New in Moneyspire 2024 23.0.5 (May 3, 2023)
- Improved QIF file import
- Resolved OFX/QFX file import issue
- Resolved category merge issue
- Reminder calendar is now displayed in HiDPI (Windows)
- Resolved split issue (Android)
- Other changes and fixes
New in Moneyspire 2024 23.0.4 (Dec 8, 2022)
New in Moneyspire 2024 23.0.3 (Nov 27, 2022)
- Improved cloud sync
- Resolved issue with Archive Accounts
- Other changes and fixes
New in Moneyspire 2024 23.0.2 (Nov 18, 2022)
- Darkened background colors on user interface so it is easier to read
- Made font size bigger on bottom status bar so it is easier to read
- Resolved issue with invoices badge
- Resolved issue with budget rollover
- Added option to preferences to turn off auto-filling last transaction details
- Resolved issue with auto-filling last transaction details on inline transaction form
- Other changes and fixes
New in Moneyspire 2024 23.0.1 (Nov 18, 2022)
- Resolved upgrade issue
- Resolved invoices issue
New in Moneyspire 2024 23.0.0 (Oct 28, 2022)
- Brand new 2023 release
- Improved the look of the user interface and now it is more modern and easier to read
- Automatically fills in number, amount, tags and memo when adding transaction for a payee (in addition to filling in category)
- Added status bar with useful information to the bottom of the application window
- Added a separator line between current and future transactions in the register
- Balances on left sidebar are now colored
- Added badge on Reminders tab that shows how many reminders are due/past due
- When selecting multiple transactions in the register, the total of the transactions is displayed in the status bar
- Moved Cleared Balance from the register to status bar so the register is less cluttered
- Can now merge categories
- Can now merge payees
- Can now print stub on left side of check
- Can now right click on a transaction to Split
- Added a "Window" menu with various shortcuts such as Minimize window, show Accounts tab, and so on
- Can change transaction register date range and other view options from the status bar to speed up application and customize view
- Dark Mode for the Moneyspire desktop application is now optional, even when the operating system is set to Dark Mode
- Transactions are now sorted by check # when checks are on the same day
- When opening the transaction register, the transaction from the most current date is highlighted instead of the last transaction in the list
- Reports now support HiDPI on Windows
- Added hot key to show/hide left sidebar
- Can now record partial payments for invoices (Pro version)
- Added badge on Invoices tab to show how many invoices are due/past due (Pro version)
- Dark Mode for the Moneyspire mobile application is now optional, even when the operating system is set to Dark Mode
- Added date field shortcut keys on Windows (already supported on Mac): t - today's date, m - beginning of month, h - end of month, y - beginning of year, r - end of year
- Improved duplicate transaction checker for Moneyspire Connect and file imports
- Improved Moneyspire Connect feature
- Improved Moneyspire Cloud feature
- And many more improvements and fixes
New in Moneyspire 2024 22.0.15 (Aug 14, 2022)
- Added Dominican Peso (DOP) currency
- Resolved issue with exporting Balance Sheet report to spreadsheet
- Other changes and fixes
New in Moneyspire 2024 22.0.12 (Mar 3, 2022)
- Improved cloud sync
- Other changes and fixes
New in Moneyspire 2024 22.0.11 (Feb 22, 2022)
- Added additional world currencies
- Resolved issue with Add Transaction window (Mac)
- Other changes and fixes
New in Moneyspire 2024 22.0.9 (Feb 8, 2022)
- Can now include sub-accounts in reconcile
- Improved Moneyspire Cloud sync
- Resolved Tab issue in transaction window (Windows)
- Resolved drag and drop file issue (Mac)
- Parent account total is now display on Accounts screen (Mobile)
- Other changes and fixes
New in Moneyspire 2024 22.0.8 (Jan 27, 2022)
- Improved Moneyspire Cloud sync
- Added additional world currencies
- Resolved add investment transaction issue
- Other changes and fixes
New in Moneyspire 2024 22.0.7 (Jan 17, 2022)
- Resolved issue with report charts
- Improved category field
- Other changes and fixes
New in Moneyspire 2024 22.0.6 (Dec 27, 2021)
- Resolved issue with expenses chart
- Can now copy and paste reports to spreadsheet
- Timestamp is now added to filename when making a manual backup
- Other changes and fixes
New in Moneyspire 2024 22.0.4 (Dec 20, 2021)
- Improved date field
- Improved autocomplete feature in category field
- Improved charts on high DPI displays
- Can now right click on account in left sidebar to edit it, attach a file and go to website
- Can now right click on saved report in left sidebar to open Saved Reports window
- Increased width of invoice number field
- Added Select All button to Reconcile window
- Added Dark Mode support (Windows)
- Installer now asks whether to add a Dock shortcut (Mac)
- Installer now asks whether to add a Desktop shortcut (Windows)
- Other changes and fixes
New in Moneyspire 2024 22.0.3 (Dec 17, 2021)
- Improved date field
- Improved autocomplete feature in category field
- Improved charts on high DPI displays
- Can now right click on account in left sidebar to edit it, attach a file and go to website
- Can now right click on saved report in left sidebar to open Saved Reports window
- Increased width of invoice number field
- Added Select All button to Reconcile window
- Installer now asks whether to add a Dock shortcut (Mac)
- Installer now asks whether to add a Desktop shortcut (Windows)
- Other changes and fixes
New in Moneyspire 2024 22.0.2 (Nov 18, 2021)
- Resolved issue with drag and drop in file attachments window (Windows)
- Resolved issue with displaying sub-account names
- Resolved issue with connecting to certain financial insitutions in Moneyspire Connect
- Other changes and fixes
New in Moneyspire 2024 22.0.1 (Nov 10, 2021)
- Improved category field autocomplete
- Resolved issue with checking for software update
- Resolved issue with displaying sub-accounts in sidebar
- Resolved issue with displaying invoices
- Resolved issue with playing sound effect
- Other changes and fixes
New in Moneyspire 2024 22.0.0 (Nov 1, 2021)
- Brand new 2022 release
- Can now add file attachments to accounts, such as bank statements
- Increased file attachment size from 5 to 7 MB
- Can now limit number of days for backup files
- Backup filenames now have timestamps
- Added option to reset colors in preferences
- Can now export Balance Sheet report to spreadsheet
- Resolved issue with calculations in amount fields not calculating when clicking the Save/Add/etc. button in some windows (Mac)
- Can now add subaccounts
- Can now clear payee, category and tags when bulk editing transactions
- Can now right-click on transaction or reminder to go to payee's website
- Can now right-click on an account to go to bank's website
- Optimized data file size
- Can now right click on invoice and record payment and mark as paid (Pro version)
- Added additional world currencies
- Current account is highlighted on left sidebar
- Can now delete individual Moneyspire Connect bank connections
- Now shows market value for investment accounts on left sidebar
- Resolved issue with typing in investment transaction action and then tabbing to next field
- Resolved issue with printing checks when no font name was selected
- Now warns user that untagged transactions will be hidden in reports
- Landscape designed reports now print in landscape mode
- Reports have larger font size when font size is increased in Preferences
- Can now export Advanced Find window results to spreadsheet file
- Resolved issue with Custom Date Range report option not popping up on second click (Windows)
- Can now set the credit limit for credit card and view remaining credit
- Currently selected transaction is now selected again after adding file attachment
- Can now hide accounts from the left sidebar
- Plays sound effect when saving transaction (can be turned off in Preferences)
- Improved dark mode report display and printing
- Improved category fields so you only need to type part of the category and not the beginning
- Now will make a backup once a day if you keep the app open and not just when you close the app
- Resolved OFX/QFX file import issue
- Can now import QBO files from financial institutions
- Can now reset the view preferences from register if there are any display or sorting issues
- Can now right click on transaction in register to mark as cleared or uncleared
- Added drag and drop option to File Attachment window
- Improved help manual
- And many more improvements and fixes
New in Moneyspire 2024 21.0.7 (Jul 26, 2021)
- Resolved issue with report period popup on some systems
New in Moneyspire 2024 21.0.6 (Jul 25, 2021)
- Resolved issue with Balance Sheet report Custom Day option
New in Moneyspire 2024 21.0.5 (Jul 19, 2021)
- Resolved issue with Custom Date Range setting popping up when switching reports
New in Moneyspire 2024 21.0.4 (Jul 12, 2021)
- Resolved issue with setting up Moneyspire Connect with some banks
- Other changes and fixes
New in Moneyspire 2024 21.0.3 (Jun 18, 2021)
- Resolved issue with file attachment scanning (Mac)
- Resolved issue with Comparison Report and Last 12 Month option
- Resolved issue with "View > This month's transactions" menu option not being check marked when selected
- Net worth on Overview screen will now update when "View > Show today's balance" menu option is toggled
- Resolved issue with color picker in Preferences window (Mac)
- Resolved issue with pressing Ctrl + Return keys when adding a transaction to add another transaction (Mac)
- No longer resets report date period selection when switching between different report types
- Resolved issue with changing payee when recording reminder
- Resolved issue with setting amount for newly added budget categories
- Other changes and fixes
New in Moneyspire 2024 21.0.2 (Dec 24, 2020)
- Improved installer (Mac)
- Resolved issue with clicking on certain parts of reports
- Net worth in Overview screen now reflects selected date period
- Resolved amount issue when recording reminders
- When clearing a search in the register, will now scroll to bottom if list is sorted ascending
- Now remembers last transaction date when inputting investment transactions
- Added "This year" date period option to reports
- Other changes and fixes
New in Moneyspire 2024 21.0.1 (Nov 10, 2020)
- Added net worth to Overview screen
- Accounts with 0 balance are no longer included in Balance Sheet report
New in Moneyspire 2024 21.0.0 (Nov 10, 2020)
- Brand new 2021 release
- Up to 50% faster report generation
- Up to 50% faster transaction register performance
- Added First Aid feature that checks your Moneyspire data file for issues and resolves them automatically
- Dark Mode support on macOS
- High contrast black mode support on Windows
- Can scan attachments directly from scanner
- Can email reports directly from the software - and lets you know when recipient opens the report
- Added Lending Loan option for lending out loans to people with interest and principal payments
- Reminders can now be linked to Moneyspire Connect so you can download current bill amounts
- Can download current balance from Moneyspire Connect when reconciling
- Can right-click to go to other end of transfer transaction in the register
- Invoices can now have a custom logo image (Pro edition)
- Can email invoices directly from the software - and lets you know when recipient opens the invoice (Pro edition)
- Can choose custom date range for Monthly Comparison report
- Balance Sheet report now includes closed accounts if they are selected
- Net Worth Trend Chart report now includes closed accounts if they are selected
- Improved duplicate transaction checker with better visual display as well as ability to go back to the register
- Improved Moneyspire Connect so duplicate transactions do not keep getting downloaded
- Can now remember Moneyspire Cloud password
- Added additional world currency support
- Investments with 0 shares are automatically hidden from the Portfolio
- Added a second check preset option so you can save two check calibrations (such as business and wallet checks)
- Can now search by account in Advanced Find window
- Can now search by Uncleared, Cleared and Reconciled status in Advanced Find window
- Can now mark transactions as Cleared and Uncleared in Advanced Find window
- Added support for Split transactions in mobile app
- Added Cleared Balance to mobile app
- Improved Dark Mode in mobile app
- And many more improvements and fixes
New in Moneyspire 2024 2020 20.0.15 (Aug 9, 2020)
- Resolved OFX/QFX file import issue
New in Moneyspire 2024 2020 20.0.14 (Aug 3, 2020)
- Added Qatari riyal currency
- Resolved OFX/QFX file import issue
- Can now export All transactions register to spreadsheet
- Categories are now automatically filled in based on payee when adding reminders (just like when adding transactions)
- Can now press the Return/Enter key to sign in to Moneyspire Connect instead of having to click the Sign in button
- Resolved PDF export issue (Windows)
- Other changes and fixes
New in Moneyspire 2024 2020 20.0.13 (Apr 17, 2020)
- Added the "View > Show only downloaded transactions" menu option to isolate imported transactions in the register from Moneyspire Connect or OFX/QFX file imports - This functionality is optional, you may continue to handle downloaded transactions the way you have been previously doing
- Added the "Accept downloaded transaction" menu option when you right-click on a downloaded transaction in the register to accept it - This functionality is optional, you may continue to handle downloaded transactions the way you have been previously doing
New in Moneyspire 2024 2020 20.0.12 (Apr 10, 2020)
- Added scrollbar to Overview screen so it is more readable on smaller screens
- Made the color of future reminders in the transaction register a darker gray so they are easier to read
- Memo is used for payee when importing ofx/qfx files that contain blank payees
- Resolved issue with importing ofx/qfx files that contain multiple accounts
- Can now export Portfolio window to spreadsheet
- Can now export categories to spreadsheet (from Tools > Categories menu option)
- Categories window (Tools > Categories menu option) now lists whether category is income or expense
New in Moneyspire 2024 2020 20.0.9 (Mar 25, 2020)
- Added cloud sync button to main window for one-touch cloud syncing
- Improved cloud sync reliability
- Other changes and fixes
New in Moneyspire 2024 2020 20.0.8 (Mar 10, 2020)
- Can now Hide sidebar balances (can be toggled from the View menu)
- Added 'Show last 12 months transactions' option to the View menu
- Can now show either today's balance or actual balance pertaining to the register (can be toggled from the View menu)
- Can now export Accounts tab, Reminders tab and Budget tab to spreadsheet
- Can now enter a positive initial balance when setting up credit card/liability accounts
- Can now enter a positive balance when reconciling credit card/liability accounts
- No longer asks you if you want to cancel your changes if you opened up a transaction to view it and didn't make any changes
- Transaction display is now automatically refreshed when editing/bulk-editing transactions from the Find window
- Resolved issue with exporting PDF file with Japanese characters
- Resolved QIF/QMTF file import issue
- Other changes and fixes
New in Moneyspire 2024 2020 20.0.6 (Jan 16, 2020)
- Balance and cleared balance for future transaction reminders in register are now independent
- Balances displayed on Accounts screen and left sidebar are now for today's date
- Can now choose what categories are used in Overview screen
New in Moneyspire 2024 2020 20.0.3 (Nov 21, 2019)
- Resolved QIF import issue
- QIF import now remembers date format selection
- Other changes and fixes
New in Moneyspire 2024 2020 20.0.2 (Nov 17, 2019)
- Resolved PDF export issue (Mac)
- Resolved Moneyspire Connect issue
- Resolved OFX/QFX file import issue
- Resolved register sorting issue
- Added preference to choose Account screen to be the start page instead of Overview screen
- Added additional world currency support
- Resolved scrollbar issue in Reports screen
- Other changes and fixes
New in Moneyspire 2024 2020 20.0.0 (Oct 31, 2019)
- Brand new 2020 release
- New Overview screen gives you a quick view of your finances to see how you are doing for the month and what is coming up
- Now displays account balances on left sidebar so you will always know your balances no matter what part of the application you are in
- New All transactions screen allows you to add transactions for all your accounts in one place to save time
- Now optionally displays your future transaction reminders in the register (30, 60 or 90 days in advance) to help you easily plan for upcoming expenses
- New 12 month budgeting option lets you to specify individual budget amounts for each month allowing for greater budget flexibility
- Now individual accounts can be excluded from budgets to give you even finer control over your budget
- Added additional world currency support
- Improved user interface design for a more delightful user experience
- Mobile app: Can now remember your sign in information so you can access your finances quicker
- Mobile app: Accounts are now grouped by type and display total balances for each account type
- Mobile app: Now displays register balance so you know your balance as you are working with your transactions
- Mobile app: Can now search the register to help you locate transactions faster
- Mobile app: Transactions in register now display category
- Mobile app: More colors are used throughout the app as indicators for easier viewing of information
- Mobile app: New sync menu option so you can sync your Moneyspire data without needing to sign out
- Mobile app: Can now drag tables down to refresh your data for easier syncing
- Mobile app: Improved user interface for a more enjoyable user experience
- Other changes, enhancements and fixes to both desktop and mobile applications to improve user experience
New in Moneyspire 2024 2019 19.0.31 (Aug 14, 2019)
- Resolved ofx/qfx file import issue
New in Moneyspire 2024 2019 19.0.21 (Jul 17, 2019)
- Resolved issue with Moneyspire Connect and Moneyspire Cloud setup windows
- Escape key no longer triggers Advanced Find window from main window
New in Moneyspire 2024 2019 19.0.20 (Jul 15, 2019)
- Checks if any auto-record reminders are due and records them to the register, even if the app is kept open (doesn't only check on startup like before)
- Checks if any software updates are available, even if the app is kept open (doesn't only check on startup like before)
- Other enhancements and fixes
New in Moneyspire 2024 2019 19.0.18 (Jul 15, 2019)
- Resolved issue with transaction entry date field that affected some systems (Windows)
- Resolved Moneyspire Connect auto-refresh issue
- Resolved ofx/qfx file import issue
- Other enhancements and fixes
New in Moneyspire 2024 2019 19.0.17 (Jul 1, 2019)
- Added PDF export feature for reports and other parts of the application (File > Export to PDF)
- Added Print and Export buttons to Reports section
- Resolved OFX/QFX file import issue
- Resolved Moneyspire Connect refresh 404 error issue
- Other enhancements and fixes
New in Moneyspire 2024 2019 19.0.16 (Jun 24, 2019)
- Added button to the transaction register to open the Find window
- Saved reports are now available from the report section under the report type selection
- Other enhancements and fixes
New in Moneyspire 2024 2019 19.0.15 (Jun 20, 2019)
- Resolved issue with reconcile balance
- Now automatically sets focus to popup transaction form field based on what field you double-clicked on in the register
- Resolved issue with blank payees not showing up when clicking on budget item detail
New in Moneyspire 2024 2019 19.0.14 (Jun 3, 2019)
- Resolved issue with check print confirmation dialog
- Resolved issue with reconcile feature
- Resolved ofx/qfx import issue that affected some files
- Added support for importing ofx/qfx files that contain multiple accounts
New in Moneyspire 2024 2019 19.0.13 (May 28, 2019)
- Improved Moneyspire Connect auto-refresh
- Resolved issue with date getting cut off in printout of transaction register on some systems
- Resolved ofx/qfx import issue that affected some files
- Improved application startup when existing instance is already running (Windows)
- Added Tanzanian shilling currency (TZS)
- Splits are now sorted alphabetically by category for easier split entry
New in Moneyspire 2024 2019 19.0.12 (Mar 29, 2019)
- Added Malagasy Ariary currency
- Added Macau Pataca currency
- Added Papua New Guinean Kina currency
- Updated Indian Rupee currency to new symbol
- Improved Moneyspire Connect auto refresh
New in Moneyspire 2024 2019 19.0.11 (Mar 19, 2019)
- Resolved Moneyspire Connect auto refresh issue
New in Moneyspire 2024 2019 19.0.10 (Mar 19, 2019)
- Resolved Moneyspire Connect auto refresh issue
- Improved Moneyspire Cloud performance
New in Moneyspire 2024 2019 19.0.9 (Mar 15, 2019)
- Improved Moneyspire Connect auto refresh performance
- Moneyspire Connect now supports two-factor authentication during auto refresh
New in Moneyspire 2024 2019 19.0.8 (Mar 14, 2019)
- Resolved Moneyspire Connect password update issue
- Added Haitian Gourde currency
New in Moneyspire 2024 2019 19.0.7 (Mar 7, 2019)
- Resolved currency exchange rate download issue
- Resolved CSV file import issue
New in Moneyspire 2024 2019 19.0.5 (Feb 21, 2019)
- Credit card accounts with 0 balance now still show as a 0 dollar liability in the balance sheet report
- Added Clear Cache button to Moneyspire Cloud sign in window
- Resolved issue with OFX/QFX file import
- Added account name to duplicate transaction checker
- Other changes and enhancements
New in Moneyspire 2024 2019 19.0.4 (Feb 21, 2019)
- Resolved issue with downloading stock quotes
New in Moneyspire 2024 2019 19.0.3 (Dec 19, 2018)
- Moneyspire Connect now forces an account refresh to ensure all the latest transactions are downloaded
- Can now double-click attachments to quickly preview
New in Moneyspire 2024 2019 19.0.2 (Dec 19, 2018)
- Addressed preferences file issue
- Addressed issue with payee field top border on popup transaction form (Windows)
- Addressed issue with menu bar disappearing (Windows)
- Added Save Report button to Income vs expense detail report and other reports
- Other changes and enhancements
New in Moneyspire 2024 2019 19.0.0 (Nov 2, 2018)
- Added transaction attachments feature to allow attachment of receipts, documents, images and more for improved organization of your finances
- Accounts on the left side are now categorized by type for easier reading
- Can now mark categories as closed to help declutter your data
- Can now mark payees as closed to help declutter your data
- Accounts screen now lists the cleared balances and last reconcile dates to save you time by not having to unnecessarily open account registers to see this information
- Improved cloud sync feature to support concurrent use (multiple connections/users can now work at the same time and changes will be properly synced)
- Accounts screen now shows balances as of today's date (instead of future transaction balances) to save you time by not having to unnecessarily open account registers to see today's balances
- Added Save Report button to reports screen for quicker saving of reports
- Saved balance sheet report title is now displayed to better help you differentiate between different balance sheet reports
- Tags can now be set for transactions in the iOS app for improved recording of your spending on the go
- Payee field automatically fills in as you type in the iOS app (just like the desktop app) to help you save time
- Number field automatically fills in as you type in the iOS app (just like the desktop app) to help you save time
- Improved date entry in the iOS app for easier entry of transactions on the go
- Improved category entry in the iOS app for easier entry of transactions on the go
- Can now set transactions with blank payees in the iOS app for better parity with transaction entry on the desktop app
- Can now set transactions with blank categories in the iOS app for better parity with transaction entry on the desktop app
- Improved desktop app user interface for better user experience
- Improved iOS app user interface for better user experience
- Improved desktop app performance to save you time
- Improved iOS app performance to save you time
- Other changes, enhancements and fixes to improve user experience
New in Moneyspire 2024 2018 18.0.39 (Sep 7, 2018)
- Can now reset Moneyspire Connect account from the Moneyspire Connect setup window
- Check calibrator now supports wider checks
- Fixed issue with currency rates download
- Fixed issue with Moneyspire Connect last download date being incorrectly set
New in Moneyspire 2024 2018 18.0.36 (May 19, 2018)
- Fixed issue with Direct Connect setup with some banks.
New in Moneyspire 2024 2018 18.0.35 (May 17, 2018)
- Closed accounts are now hidden from category field when adding a new transaction and in other parts of the application
- Other changes/fixes
New in Moneyspire 2024 2018 18.0.34 (May 15, 2018)
- Fixed issue with importing of Moneyspire Connect transactions
New in Moneyspire 2024 2018 18.0.33 (May 13, 2018)
- Fixed issue with inline transaction editor.
New in Moneyspire 2024 2018 18.0.30 (May 3, 2018)
- Added refresh button to Moneyspire Connect Setup window for troubleshooting and making sure accounts are up-to-date.
New in Moneyspire 2024 2018 18.0.29 (Apr 29, 2018)
- Fixed issue with Moneyspire Connect
- Fixed issue with application not starting on some systems
New in Moneyspire 2024 2018 18.0.28 (Apr 27, 2018)
- Released new and improved Moneyspire Connect service (Note: you must relink your Moneyspire Connect accounts in this update)
- Fixed issue with reports on Japanese systems
- Fixed issue with OFX file import
- Other changes/fixes
New in Moneyspire 2024 2018 18.0.27 (Apr 6, 2018)
- Fixed issue with investment account balances
- Fixed issue with QIF imports
- Other changes/fixes
New in Moneyspire 2024 2018 18.0.26 (Apr 3, 2018)
- Can now subtotal reports by tag for Income vs. Expense reports
- Transaction history report now displays transaction tags
- Payees and categories are no longer required when adding a transaction or reminder
- Can now include blank (unassigned) payees and categories in reports
- Fixed issue with CSV import preview window
- Total is now displayed at bottom of account list in Accounts screen
- Other changes/fixes
New in Moneyspire 2024 2018 18.0.24 (Mar 27, 2018)
- Fixed issue with starting app
- Improved QIF import speed and responsiveness
- Added progress bar to QIF import window
New in Moneyspire 2024 2018 18.0.23 (Mar 26, 2018)
- Now checks for software updates when application is launched, instead of when application is closed
- Added XCD currency
- Fixed issue with inline transaction editor
- Can now hide sidebar from the View menu
New in Moneyspire 2024 2018 18.0.21 (Mar 15, 2018)
- Added preference to not automatically categorize imported transactions
- Added preference to customize default data folder
- Added option to View menu to hide cleared transactions from transaction register
- Income is displayed first in Income vs. Expense reports
- Improved duplicate transaction checker when importing transactions from financial institutions
- Can now select date for Balance Sheet report
- Fixed Online Bill Pay issue with some institutions
- Other changes/fixes
New in Moneyspire 2024 2018 18.0.20 (Mar 8, 2018)
- Fixed issue with loan reminders not appearing in balance forecast for source account.
New in Moneyspire 2024 2018 18.0.19 (Mar 6, 2018)
- Added support for Belarusian Ruble, Moldovan Leu, Seychelles Rupee, Moroccan Dirham and Ukrainian Hryvnia currencies
- Printout of Accounts screen now shows market values for investment accounts and not cash value
- Fixed problem with Online Bill Pay feature not working with some banks
- Investments no longer have to be selected in Portfolio window when downloading prices
- Loan reminders are now included in balance forecasts for loan accounts
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.18 (Jan 9, 2018)
- Improved QIF import
- Improved CSV import
- Can now import OFX/QFX files that contain extra text at the bottom
- Improved German translation
- Added scrollbar to report settings section
- Fixed issue with balance in transaction register when custom date range is selected
New in Moneyspire 2024 2018 18.0.16 (Dec 29, 2017)
- Added German translation
- Improved QIF import
New in Moneyspire 2024 2018 18.0.15 (Dec 21, 2017)
- Fixed Moneyspire Connect issue
- Can now transfer to investment accounts from non-investment accounts
- Fixed QIF import issue
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.14 (Dec 18, 2017)
- Fixed issue with splits
- Fixed issue with Moneyspire Connect
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.13 (Dec 15, 2017)
- Improved QIF import
- Improved stock price downloads
- Improved exchange rate downloads
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.12 (Dec 14, 2017)
- Fixed various QIF/QMTF import issues
- Fixed issue with reauthenticating Moneyspire Connect connections
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.11 (Dec 6, 2017)
- Fixed issue with QIF and CSV import dates on some systems
- Fixed issue with OFX import/Direct Connect not working on some systems
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.10 (Dec 6, 2017)
- Fixed issue with investment transactions
- Fixed issue with Online Bill Pay
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.9 (Dec 2, 2017)
- Fixed issue with import duplicate transaction checker
- Added "All" and "Clear" buttons to Import Direct Connect/Moneyspire Connect window
- Fixed issue with reports on Japanese systems
- Fixed issue with printing checks on French systems
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.8 (Nov 29, 2017)
- Investment transactions can now be categorized and included in reports
- Fixed issue with downloading of stock quotes from certain exchanges
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.6 (Nov 22, 2017)
- Added Cost Basis to Portfolio window
- Added Percent Gain to Portfolio window
- Added summary to bottom of Portfolio window
- Can now view Portfolio for specific account rather than all accounts
- Portfolio window is now resizable
- Portfolio window is now colored
- Improved stock quote download
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.5 (Nov 17, 2017)
- Fixed issue with downloading of stock quotes
New in Moneyspire 2024 2018 18.0.4 (Nov 16, 2017)
- Fixed downloading of stock quotes
- Fixed downloading of currency rates
- Fixed QIF import issue
- Fixed copy to spreadsheet issue
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.3 (Nov 14, 2017)
- Fixed issue with Direct Connect and some financial institutions
- Fixed issue with report tags
- Added zero baseline to balance forecast chart
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.2 (Oct 30, 2017)
- All transactions are now checkmarked by default in Balance Forecast
- Fixed issue with budget summaries
- Reminder is now marked as cleared when Clear New Transactions preference is turned on
- Other changes and fixes
New in Moneyspire 2024 2018 18.0.1 (Oct 30, 2017)
- Fixed issue with transaction register columns
New in Moneyspire 2024 2018 18.0.0 (Oct 14, 2017)
- Brand new 2018 release
- Improved user interface that is more attractive and easier to read
- Added new Tags feature for enhanced transaction categorization and reporting
- Added new Monthly Comparison report to report category amounts over multiple months in a spreadsheet-like view
- App is now a 64-bit optimized application for better performance
- Can now drag and drop import files into application window for quicker importing
- Can now search for payee text in Find window rather than having to match payee exactly
- Balance forecast now includes a chart
- Balance forecast now includes uncleared transactions
- Can now print Budget screen
- Can now copy budget to spreadsheet
- Reminders list is now included when printing the Reminders calendar
- Direct Connect and Moneyspire Connect import windows are now unified for quicker importing
- Added Loan Reminder feature to automatically calculate interest and principal payments
- Reconcile feature now remembers last reconcile date
- Also includes changes from last few updates: Budget Rollover, Multi-Language Support, Moneyspire Connect, Moneyspire Cloud, etc.
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.57 (Sep 20, 2017)
- Fixed Moneyspire Connect setup issue
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.55 (Sep 9, 2017)
- Improved Direct Connect setup (Tools->Direct Connect setup menu option)
- Fixed budget progress bar issue with new budget rollover feature
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.54 (Sep 2, 2017)
- New budget rollover feature (enable from the Edit Budget window)
- Transaction notification arrow now appears on accounts shortcut list
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.53 (Aug 30, 2017)
- Added support for Italian and Portuguese languages
- Translated help manuals for supported languages
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.52 (Aug 28, 2017)
- Added support for French language
- Merged QIF and QMTF import features
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.51 (Aug 28, 2017)
- Added support for UK English and Spanish
- Fixed QIF import issue
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.48 (Aug 21, 2017)
- Improved importing of splits from QIF files from other financial applications
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.47 (Aug 16, 2017)
- A gray arrow now marks accounts on the account list that have new transactions from imports
- Fixed Direct Connect issue for some institutions
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.46 (Aug 11, 2017)
- Investment account market values are now displayed on the Accounts screen instead of the cash balance
- Improved importing of QIF file for investment accounts
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.45 (Aug 4, 2017)
- Improved Income vs. Expense Detail report
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.44 (Jul 27, 2017)
- Enhanced the Advanced Find feature to allow searching for the other end of transfer transactions
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.43 (Jul 25, 2017)
- Fixed QIF export issue
- Fixed Direct Connect import issue
- Reports now show other side of transfer for transfer transactions
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.42 (Jul 24, 2017)
- Can now specify accounts in Balance Sheet and Net Worth Trend reports
- Balance Sheet and Net Worth Trend chart reports now show market value for investment accounts (instead of cash balance)
- Can now print Reconcile screen
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.41 (Jul 19, 2017)
- Fixed issue with transaction history report dates being cut off on some systems
- Added option to switch Withdrawal and Deposit fields in transaction register (View->Column Order menu option)
- Newly imported transactions in the register are now marked with an arrow for easy spotting (until you close the application)
- Fixed issue with Moneyspire Cloud set up on some systems
- Other changes and fixes
New in Moneyspire 2024 2017 17.0.40 (Jul 8, 2017)
- Improved import duplicate transaction checker so it does not keep reporting transfer transactions as duplicates for OFX/QFX, Direct Connect and Moneyspire Connect imports
- Fixed Moneyspire Cloud issues that some customers were experiencing
- Investment account transaction register now displays share quantity and value
New in Moneyspire 2024 2017 17.0.37 (Jul 3, 2017)
New in Moneyspire 2024 2017 17.0.36 (Jun 30, 2017)
New in Moneyspire 2024 2017 17.0.35 (Jun 29, 2017)
- Added new Moneyspire Cloud service for easy sharing of Moneyspire data between computers and mobile devices (Tools->Moneyspire Cloud Setup menu option)
- Invoice output now displays the text "Description" instead of "Product" for item list
- Other enhancements, changes and fixes
New in Moneyspire 2024 2017 17.0.34 (Jun 12, 2017)
- Fixed issue with autocategorization of blank payees when importing transactions
- Now remembers duplicate transactions so you are no prompted to check them off again when importing your transactions via Direct Connect, Moneyspire Connect, and OFX/QFX file imports.
New in Moneyspire 2024 2017 17.0.28 (May 17, 2017)
- Fixed issue with setting up Moneyspire Connect with some financial institutions
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.27 (May 8, 2017)
- Added new Moneyspire Connect service for downloading transactions from over 9,000 financial institutions in the U.S. and around the world (learn more at www.moneyspire.com/moneyspire-connect)
- Can now bulk edit and delete transactions from the Advanced Find window
- Further improved reports to fit larger numbers
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.26 (May 6, 2017)
- Added new Moneyspire Connect service for downloading transactions from over 9,000 financial institutions in the U.S. and around the world (learn more at www.moneyspire.com/moneyspire-connect)
- Can now bulk edit and delete transactions from the Advanced Find window
- Further improved reports to fit larger numbers
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.25 (Apr 21, 2017)
- Further improved reports to fit larger numbers
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.24 (Apr 18, 2017)
- Transaction register is now sorted by sort column selected, and then by transaction input order, sorting by date remains the same (first by date, then by input order with deposits being first)
- Pie charts are now limited to 20 of the largest slices (with the 20th slice containing all excess slices), making pie charts easier to read and fit on the screen
- Modified reports to better fit large numbers/text
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.23 (Apr 14, 2017)
- Fixed issue with Advanced Find feature and splits
- Transaction register now sorts first by date and then secondly by any other selected column (i.e. Category, Payee, etc.)
- Fixed issue with long amounts or text not showing in some reports
- Fixed QIF import issue
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.22 (Apr 12, 2017)
- Added support for importing QMTF (Quicken Mac export) files
- Fixed potential issue with some windows not opening properly
- Added option to investments to divide downloaded price by 100 (Such as for users in the UK)
- Can now customize check font
- Added Retina support
- Updated user interface
- Other changes/fixes
New in Moneyspire 2024 2017 17.0.21 (Mar 31, 2017)
- Can now add a new reminder by double-clicking an empty space in the calendar
- Can now add a new transaction by clicking on an empty space in the transaction register
- Duplicating/copying and pasting a transaction no longer copies its reconciled status
- Can now go to specific page numbers in report viewer
- Can now add a new reminder by double-clicking an empty space in the calendar
- Fixed CSV import issue
- Other minor improvements/fixes
New in Moneyspire 2024 2017 17.0.20 (Mar 18, 2017)
- Released brand new Moneyspire 2017 Pro edition with invoicing feature.
New in Moneyspire 2024 2017 17.0.19 (Mar 10, 2017)
- Fixed summaries in Income vs. Expense reports
- Fixed issue with Cash Flow Detail report not working when there were an excess amount of transactions to report
- Improved look and feel of Budget screen
- Added Transaction History report
New in Moneyspire 2024 2017 17.0.17 (Mar 5, 2017)
- Replaced Cash Flow reports with Income vs. Expense reports for better reporting capabilities
- Renamed Balances/Net Worth report to Balance Sheet report
- Foreign currency amounts are now preserved in Balance Sheet report
- Added new accounts list print out feature
New in Moneyspire 2024 2017 17.0.16 (Mar 3, 2017)
- Report rows are now colored for easy reading
- Improved QIF import
- Expenses chart now displays saved report title
- Fixed problem where duplicate imported transactions were marked as cleared when they were already reconciled
New in Moneyspire 2024 2017 17.0.15 (Feb 25, 2017)
- Saved report name now shows as title of cash flow summary and cash flow detail reports
- Improved export to spreadsheet feature
- CSV import settings are now remembered
- Fixed CSV import issues
- Currency exchange rate downloads are now more up-to-date
New in Moneyspire 2024 2017 17.0.14 (Feb 24, 2017)
- Now remembers if Accounts and Saved Reports folders are expanded in Shortcuts bar
- Added Tools->Saved Reports menu option to edit and delete saved reports
- Other minor changes and fixes
New in Moneyspire 2024 2017 17.0.13 (Feb 22, 2017)
- Improved check calibrator
- Fixed backup folder issue
- Updated Direct Connect financial institution list
- Improved Direct Connect
- Can now close some app windows with Esc key
New in Moneyspire 2024 2017 17.0.11 (Feb 10, 2017)
- Added new file browser to make opening Moneyspire files and backups easier
- Updated Direct Connect financial institution list
- Updated help manual
New in Moneyspire 2024 2017 17.0.10 (Feb 8, 2017)
- Accounts are now grouped by type with totals on the Accounts screen
- Fixed Direct Connect issues
- When the transaction register is sorted by date, transactions with the same date are listed in the order they were inputted (deposits are still listed first)
New in Moneyspire 2024 2017 17.0.7 (Jan 30, 2017)
- Moved black menu bar (Accounts, Reminders, Budget, and Reports tabs) from left side of app window to top of app window (now they are green tabs at the top)
- Added Accounts/Saved Reports shortcut bar to left side of app window
- Added Income/Expense totals to budget screen
- Other minor fixes/changes
New in Moneyspire 2024 2017 17.0.6 (Jan 16, 2017)
- Budgets now display parent category summaries
- Improved budget screen look and feel
- Other miscellaneous fixes and changes
New in Moneyspire 2024 2017 17.0.5 (Dec 19, 2016)
- Added subtotal by parent category option in reports, so now you can subtotal by individual category or parent category (in addition to payee)
- Add Assets vs. Liabilities chart on Accounts screen
- Fixed issue with report totals not being displayed correctly with some currencies
- Other miscellaneous fixes and changes
New in Moneyspire 2024 2017 17.0.4 (Nov 8, 2016)
- Added new visual check printing calibration feature for improved check calibration.
- Added feature to print transaction register (File->Print menu).
- Fixed issue with reminder calendar list being sized too small when app is launched.
- Fixed issue with windows being hidden when app is launched (especially affected by multi-display computers).
- Other miscellaneous fixes and changes.
New in Moneyspire 2024 2017 17.0.3 (Oct 21, 2016)
- Reports now take up less space, to fit on smaller screens better.
- Added File->Export Spreadsheet menu option for reports and transaction register.
- Fixed issue with blank lines appearing in transaction register when View->Hide Reconciled Transactions menu option is selected.
- Improved the speed of the Reminders section when loading several reminders.
- Fixed issues with reports feature.
New in Moneyspire 2024 2017 17.0.1 (Oct 14, 2016)
- Initial public release.
- Enhanced reminder repeat options.
- Enhanced reports feature.
- Improved user interface.
New in Moneyspire 2024 16.0.50 (Sep 12, 2016)
- Fixed Direct Connect issues that were affecting some banks.
New in Moneyspire 2024 16.0.48 (Jun 24, 2016)
- Fixed issue with printing checks.
- Fixed issue with Direct Connect with some banks.
- Fixed issue with reminders sometimes not ending after the specified end date.
- Fixed issue with File->Save As menu option on some systems.
New in Moneyspire 2024 16.0.47 (Jun 15, 2016)
- Changed "checks" to "cheques" for U.K. English users.
- Fixed issue where changes were not automatically saved when app is quit on some systems.
- Fixed issues with some financial institutions and Direct Connect, and added support for more financial institutions.
- Can now toggle reminders on and off in Balance Forecast feature so you can experiment with future balances.
New in Moneyspire 2024 16.0.46 (Jun 7, 2016)
- Fixed issue with help file sometimes not working.
- Fixed issue with Moneyspire data files not being opened when double clicked.
- Fixed issue with some detailed report items not being grouped together correctly.
- Fixed issue with deleting budget.
New in Moneyspire 2024 16.0.44 (May 29, 2016)
- Fixed problem with loading databases that are marked as read-only.
- Fixed problem where Help->Show Data Folder menu option showed temporary folder instead of actual folder.
- Took currency symbols out of report and budget screens for easier reading (currency symbol still in heading to denote currency used).
- Can now specify import start date for OFX, QFX, QIF and CSV file imports.
New in Moneyspire 2024 16.0.42 (May 25, 2016)
- Updated application icon (icon is now a red checkbox).
- Changed the way data files are loaded so that files accessed through network will now work properly.
- Fixed problem with Direct Connect and some financial institutions that report software is out of date.
New in Moneyspire 2024 16.0.41 (May 19, 2016)
- Accounts, Categories, Reminders, Budgets, Payees and Currency windows are now resizable, and their size and location are now remembered.
- Fixed problem with budgets and currencies that use a comma as a decimal separator instead of a decimal point.
New in Moneyspire 2024 16.0.40 (May 10, 2016)
- Fixed problem with Direct Connect on some account types in version 16.0.38/16.0.39 upgrade.
- Closed accounts are no longer shown in Direct Connect account list.
New in Moneyspire 2024 16.0.38 (May 9, 2016)
- Calculations that end with an arithmetic operator (but no number) no longer fail (i.e. "14.95+26.99+10+")
- Importing investment account transactions via Direct Connect, OFX and QFX files no longer unnecessarily asks user to specify account for transaction transfers.
- Improved Direct Connect and OFX/QFX file importing for non-investment accounts (like checking accounts held at investment brokerages).
- Added shortcut keys for date fields: "+": One day forward, "-": One day back, "t": Today, "m": Beginning of month, "h": End of month, "y": Beginning of year, "r": End of year.
- Typing the first few characters of an item in a list will now highlight it (for example, in the Tools->Categories menu option if you type "Foo" it will highlight the item labeled "Food").
- Fixed issue with negative results being allowed in amount fields when they were not supposed to be allowed (when user inputted a calculation).
- Improved QIF file import from other financial software applications.
- Added "Shares in" and "Shares out" investment transaction actions.
New in Moneyspire 2024 16.0.37 (Mar 23, 2016)
- Fixed application launch error on OS X 10.7 and 10.8 systems.
New in Moneyspire 2024 16.0.36 (Mar 23, 2016)
- Can now input calculations directly into amount fields (i.e. "30.23 + 4.95" will result in "35.18").
- Can now paste values into amount fields that contain symbols (i.e. "$23.54", "(23.54)", "-23.54", etc.).
- Clicking on a blank spot on the left side bar no longer selects last row.
- "Category" column header no longer gets cut off on reports in some situations.
- Updated the popup calendar and calendar button in the date field to make the date field more compact and sleek.
- Fixed QIF importing issues.
New in Moneyspire 2024 16.0.35 (Feb 26, 2016)
- Fixed issue with detailed cash flow report not sorting correctly by category name.
- Fixed issue with deleting payees, and can now select multiple payees when deleting them.
- Fixed issue with not being able to scroll down accounts on left side.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.34 (Feb 16, 2016)
- Can now set budget amounts for account transfers.
- Reports now include account transfers.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.33 (Jan 27, 2016)
- Fixed issue with split memos not showing up in reports.
- Fixed issue with incorrect number of splits displayed in transaction register in the category column.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.21 (Nov 13, 2015)
- Moved transaction register buttons and search field back to the top.
- Replaced "+" and "-" headings back to "Credit" and "Debit".
- Fixed issue with deleting reminders.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.20 (Nov 5, 2015)
- Today's date on the reminder calendar is shaded so you can easily spot it.
- Moved transaction register buttons and search to the bottom of the screen for user interface consistency.
- Made other adjustments to the user interface to improve consistency and ease-of-use.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.18 (Oct 31, 2015)
- Fixed issue with cleared balance.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.17 (Oct 30, 2015)
- Fixed issue with reminders accidentally popping up when clicking another window over the reminders calendar.
- Now reminders in the calendar must be double-clicked to be recorded rather than single clicked (for user interface consistency and to prevent accidental clicking).
- Changed "Record" button text to "Save" when adding or editing transactions, reminders, etc. to make the functions clearer to understand.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.16 (Oct 30, 2015)
- Updated graphics and changed reminder calendar day color to make it easier to read.
- Reminder calendar now shows future upcoming reminders, just not the current upcoming ones.
- Closed accounts are no longer shown on left side (you can view them in the Tools->Accounts menu option).
- Added option to print vouchers below checks.
- Changed "Debit" and "Credit" headings to "+" and "-" to make them more clear and easier to understand.
- Added "Duplicate Transaction" and "Duplicate With Today's Date" features (found when right-clicking a transaction).
- Added Show Local Data Folder option in Help menu.
- Added Show Log Folder option in Help Menu.
- Added Memo Reminder feature which allows you to add non-transaction reminders to remind you of general financial tasks you need to accomplish.
- Fixed reminder end date issue.
- Split transactions now display number of splits in the Category column and are colored for easier reading.
- Added keyboard shortcuts for import feature.
- Open dialogs now attempt to start off in the correct folder when possible.
- Fixed issue with View->Hide Reconciled menu option not being remembered when application is closed.
- Now remembers Notes window location.
- Splits window can now be resized.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.15 (Oct 15, 2015)
- Fixed issue with initial balance not being correct when setting up Direct Connect for the first time.
- Added shortcut button to main window for import feature.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.11 (Oct 15, 2015)
- Fixed issue with Direct Connect feature and some financial institutions.
- Fixed issue with payee and category popup menus not showing selection without scrolling down.
- Fixed issue with autocomplete and matching case when adding transaction.
- Fixed issue with software auto update.
- Other enhancements, changes and fixes.
- Fixed issue with Direct Connect feature and some financial institutions.
- Fixed issue with payee and category popup menus not showing selection without scrolling down.
- Fixed issue with autocomplete and matching case when adding transaction.
- Fixed issue with software auto update.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.8 (Oct 15, 2015)
- Fixed issue where some list columns were not wide enough on some systems.
- Fixed issue with transaction register custom date range not being saved when application closed.
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.7 (Oct 15, 2015)
- Added preference “Use form to add and edit transaction”.
- Added preference “Don't remember last date when adding transaction”.
- Added preference “Automatically mark as cleared when adding transaction”.
- Added preference “Don't automatically mark as cleared when importing transaction”.
- Added preference “Backup Folder”.
- Can now hide cleared transactions when Reconciling.
- Can now resize Reminders calendar.
- Fixed issue with copying and pasting text when adding/editing a transaction.
- Added Direct Connect support for more financial institutions.
- Can now Show Backup Folder from Help menu.
- Showing Data Folder from Help menu now opens the folder the current data file is in (and not the default data folder).
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.6 (Oct 15, 2015)
- Added transaction register search feature.
- Added menu option to open folder containing data and backups (Help->Show Data Folder).
- Other enhancements, changes and fixes.
New in Moneyspire 2024 16.0.4 (Sep 25, 2015)
- Can now specify font size for all printing in the application (checks, reports, etc.)
- Other enhancements, changes and fixes.