SEE Finance Changelog

What's new in SEE Finance 2.3.0

Dec 28, 2022

Additions:
None.
Adjustments:
Compatibility adjustments for macOS 13.0 Ventura.
Dropped support for macOS 10.12 Sierra.
Adjusted the user agent sent for OFX Direct Connect downloads for some specific institutions as required.
Bug Fixes:
Fixed an issue downloading current security price information.
Fixed an issue where transaction rows could be hidden behind white blocks on macOS 13 Ventura.
Fixed an issue not being able to Tab into and through some tables and between their column values on macOS 13 Ventura.
Fixed an issue where the initial report selection table wasn’t showing row divider lines on macOS 13 Ventura.
Fixed an issue importing transactions from a CSV file and importing transactions not checked for import.

New in SEE Finance 2.2.3 (Dec 28, 2021)

New in SEE Finance 2.2.2 (Oct 29, 2021)

New in SEE Finance 2.2.0 (Nov 15, 2020)

Additions:
Now a universal app that runs natively on both Apple silicon and Intel-based Macs.
New app and document icons to match the style of macOS 11.0 Big Sur.
Added an option to view developer log information of general activity being performed by the program. It can be accessed by holding down the Option key while viewing the “SEE Finance” menu and selecting the “Show Developer Log…” option.
Adjustments:
Numerous adjustments for compatibility with macOS 11.0 Big Sur.
Changed how the program identifies itself for OFX Direct Connect downloads. This may require reactivating or verifying downloads for some institutions.
Adjusted accounts downloads to still process any successful downloaded accounts when one or more others failed.
Adjusted the Custom Account Download option to show an alert when attempt to download for all accounts and none have stored credentials for the download connection.
Adjusted the all Transactions section to automatically set the account for transactions if there’s only one account in the file.
Stopped applying last used settings for transactions when selecting adjustment payees.
Adjusted the calendar popups to not close when selecting a date which also corrects odd behavior when clicking dates in the previous/next month as well as the dot to show the currently selected date’s month.
Improved loading time of Calendar viewing option.
Reports and budgets that show multiple intervals which are for whole months or years now display headings such as “Dec 2020” Instead of “12/1/20 - 12/31/20” which should be easier to read and can make column widths smaller.
The Tags column is no longer shown for reports listing transactions if Tags are not in use in the file.
Sorting securities and positions by Change, Gain/Loss or Return will now sort by % Change, % Gain/Loss and ROI.
Stopped changing file permissions to Owner RWX, Group R, and Other Users R on each save.
Terminal database errors are now self reported.
Bug Fixes:
Fixed an issue where the wrong currency formatter could be used for the popup amounts of the “Net Income Over Time” and “Expenses Over Time” bar charts.
Fixed an issue where the wrong date formatter could be used for the month listings of the “Net Income Over Time” and “Expenses Over Time” bar charts.
Fixed an issue where the reported information for Net Worth, Account Balance, and Investment Values reports with a set date range that covered only one interval would display information as of the end date and not as of the start date as expected.
Fixed an issue where renaming a report or budget in the report/budget selection table which has already been loaded wouldn’t trigger the report/budget to be reloaded with the new name.
Fixed an issue importing memos for split transactions contained in QIF files exported from Banktivity due to the memos being listed out of order.
Fixed an issue inappropriately showing an alert about importing transactions with a year of 2020 when importing from QIF, QMTF and CSV files.
Fixed and issue where the Investments-Importing preference for “Prevent transactions with an undefined cash source/destination from affecting account cash balances” couldn’t be turned off.
Fixed an issue connecting to Vanguard, and possibly other institutions, due to not returning requested cookies from previous connections.
Fixed an issue connecting to BBVA USA.
Fixed an issue when selecting accounts for in the “Custom Account Download” where the start and end dates wouldn’t be updated to the default dates when choosing the “All Accounts” option when an individual account was previously selected and the dates were not previously changed.
Fixed an issue importing QFX/OFX files from American Express.
Fixed an issue allowing the same Tag to be listed for a transaction multiple times in an import which resulted in a database saving error.
Fixed an issue where selecting the “Apply to All Accounts” option when adjusting account settings would eventually have those settings lost.
Fixed an issue where the splits section of scheduled transactions would show the wrong background color when the scheduled transaction wasn’t unlocked for editing.
Fixed an issue where the split transactions could be out of order when generated from a scheduled transaction.
Fixed an issue where the “Batch Edit” option wouldn’t set the status for scheduled transactions in the “Setup” section.
Fixed an issue getting the next or previous check number for a transaction when pressing +/- when there were multiple transactions with check numbers on the closest prior day.
Fixed an issue where an unconfirmed edited value for a split transaction could be lost if switching away from the file’s window.
Fixed an issue where an unconfirmed edited value for a transaction could be lost when performing an option from the Transactions menu.
Fixed an issue in the “Hide and Show Accounts” window when rearranging accounts using drag and drop window where the order of accounts wouldn’t be updated properly when there were accounts not included in the sidebar beneath the account being dropped.
Fixed an issue generating backup files where the backup file progress window might not close.
Fixed a crash that could occur when opening a file that is showing the all Transactions view and a scheduled transaction posts a transfer transaction.
Fixed an issue where a missing font could cause the program to crash.

New in SEE Finance 2.1.6 (Jul 1, 2019)

Additions:
Added a Memorized Transactions feature that applies the last used settings for payees to transactions during account downloads and file imports.
Added the ability to change the account type for accounts.
Added an option to budgets for selecting to show totals as of the current date or totals for the entire budget period.
Added the ability to rearrange accounts in the "Hide and Show Accounts" window using drag and drop.
Added a Colors-General preference for setting the subheading color for printouts.
Added a Colors-General preference for setting whether or not to draw row gridlines for printouts.
Added the option to set how many backup files to keep in the program’s General preferences.
Adjustments:
Adjusted the Memorized Transactions feature that applies the last used settings for payees to prefer information from the most recently modified transaction for that payee in the same account as the edited transaction when one is available.
Adjusted the Memorized Transactions feature that applies the last used settings when selecting a payee to not be performed when setting payees via the Transactions menu options.
Adjusted the budgets that show information over multiple intervals to list overall totals per category.
Adjusted new budgets to not have the uncategorized and "Other" category listings preselected by default.
Adjusted the budget settings view to have budgeted amounts for categories that vary within the budget to show "Varies" for the overall amount instead of an average.
Adjusted the budget settings view to show the overall budgeted amounts for the sections to be for the whole budgeted period and not the average for the budget intervals.
Adjusted the option to merge payees to pre-select the first selected payee as the merge "Into" option.
Adjusted the option to merge categories to pre-select the first selected category as the merge "Into" option.
Adjusted the import window for account downloads and OFX/QFX file imports to indicate when transactions for the selected account have been automatically removed based on having matching FI IDs with existing transactions in the file.
Adjusted the QIF exports to not generate and export a starting balance transaction.
Implemented a workaround for importing QIF files from untrusted sources that incorrectly list commission amounts.
Adjusted the "Batch Edit" option to check the boxes for values to be set as when beginning to type in a value.
Adjusted the program to track the sidebar width for the program overall instead of per file in order to correct an issue restoring table column widths which are also tracked for the program overall.
Bug Fixes:
Fixed an issue specific to version 2.1.4 where the "Last Month" and "Last Year" options for transactions wouldn’t show the expected date range of transactions.
Fixed an issue where a crash could occur when adding an attachment to a transaction while the file was in the middle of saving to disk.
Fixed an issue where the reconciling to statement option wasn’t auto-filling the beginning and ending date based on the previous reconciling session.
Fixed an issue where attempting to sort transactions in the reconciling window by the status column would cause a crash.
Fixed an issue in reports where the Status column heading icon wasn’t being drawn for transaction listings.
Fixed an issue where budgets wouldn’t update their layout when changing the budget’s settings to or from where it would list multiple intervals.
Fixed an issue where the saved position for accounts wouldn’t be updated after accounts were deleted. Automatically corrected as needed.
Fixed an issue where the saved application state for deleted accounts wouldn’t ever be deleted.
Fixed an issue where creating, deleting or rearranging accounts wouldn’t be reflected in the "Hide and Show Accounts" window.
Fixed an issue when exporting transactions where the selected date range could be reset when changing the account(s) to export.
Fixed an issue when downloading transactions where the selected date range could be reset when changing the account(s) to download.
Fixed an issue when selecting to delete list items where the number of transactions the item was being used by was based on the information saved in the file and not the information currently loaded for the presented the alert.
Fixed an issue when selecting to delete list items where the number of scheduled transactions the item was used by wasn’t being included in the presented the alert.
Fixed an issue with the "Batch Edit" option where the check number field wouldn’t respond to the + and - keys for setting the next/previous check number for the selected account.
Fixed an issue where the progress window for generating backup files would be dismissed when making backups for multiple open files at once.
Fixed an issue where generating a backup file could fail without notice and the progress window would not be dismissed.
Fixed an issue when clicking on a row and dragging down and the divider line wouldn’t be shown under the first row.
Fixed an issue that could occur going from multiple transactions selected to selecting a single transaction and the Save, Cancel and/or Edit buttons could be shown inappropriately.
Fixed an issue where the text color for the values of selected rows could be incorrect when going from a single selected row to multiple rows selected.

New in SEE Finance 2.1.4 (Jun 11, 2019)

Adjustments:
Adjusted the Memorized Transactions feature that applies the last used settings when selecting a payee to now include setting the memo.
Adjusted the reconciling mode to only include transactions with dates on or before the date the account is being reconciled to.
Changed the Investments-General preference for "Download prices only for active securities" to be on by default.
Adjusted the preferred order of prices to be used for securities in reports to be the current price, then the historical price, then the last price paid. Determination is based on the availability of each type of price on or before the reported date and then comparing which is closest to the reported date in this preferred order. The current price will be preferred over the historical price and the last price paid in the case of same day ties. The historical price will be preferred over the last price paid in the case of same day ties.
Adjusted the program to not display the main view until the balances have finished updating for the first time or order to avoid showing blank balances.
Adjusted the process of creating new files by file import or by converting files from older versions to wait until the investment positions finished updating before finishing up.
Added in-program prompt for App Store Reviews for Mac App Store version.
Bug Fixes:
Fixed an issue with the Overview section's Net Worth and Portfolio graphs where the date shown for the selected point would incorrectly be the day before the next point when the graph was set to a date period greater than one year.
Fixed an issue with the Overview pie charts where the “Last Month”, “Last Quarter” and “Last Half Year” options where they could exclude the last day for the period.
Fixed an issue where the reports, budgets and Overview graphs wouldn’t be marked to be updated after investment positions were updated.
Fixed an issue changing the options for being included in reports for account groups and accounts where the reports and budgets wouldn’t be marked to be updated.
Fixed an issue where the shown information for a report would not reload after editing an existing report’s date period when it was already being shown.
Fixed an issue where the alert about stopping reconciling could be shown inappropriately after selecting to be finished reconciling.
Fixed an issue where the text color of transaction values in the “Scheduled Transactions - Pending” section.
Fixed an issue where the text color for transaction amounts wouldn’t be shown in white like other text values when initially selecting the transaction when using the mouse.
Fixed an issue not drawing the proper row background color after expanding or collpasing rows for some tables.
Fixed an issue converting files from older versions where setting up derivative securities could result in the account balances being slow to update after the conversion.
Fixed an issue where a saving error could occur when an object was created, edited and deleted all within the same save cycle.
Fixed an issue where a saving error could be reported when it wasn’t actually an error.

New in SEE Finance 2.1.3 (Jun 3, 2019)

New in SEE Finance 2.1.2 (May 26, 2019)

New in SEE Finance 2.1.1 (May 26, 2019)

New in SEE Finance 2.1.0 (May 22, 2019)

Additions:
Added a "Memorized Transactions" feature where editing the payee for transactions will now auto-fill details from the last edited transaction using that payee.
Added a new reconciling mode.
Added a backup file feature. Occurs when closing the file, quitting program, or at 3 am for any file that has had changes made to it. Last 10 backup files are kept and only one per day.
Added a new Overview view with multiple graphing options, balance information, and a notes section.
Added a Holdings section for individual investment accounts.
Added the ability to list investment positions in the Portfolio’s Holdings section by account or as aggregate positions.
Added account cash balance listings in the Portfolio and they are listed under the currency type(s).
Added a “Move Transaction…” option to the Transactions menu.
Added a “Schedule Transaction” option to the Transactions menu.
Added a “Merge Transactions” option to the Transactions menu. Intended for use when manually recorded transactions do not get matched to transactions from downloads and file imports.
Added a “Batch Edit…” option to the Transactions menu that allows for setting various values for the selected transaction(s).
Added “Mark as Cleared” option to the Transactions menu and to the contextual menu for transaction tables. Responds to keyboard shortcut Command-K.
Added a “Create Transfer Transaction…” option to the Transactions menu.
Added a “Go to Corresponding Transfer Transaction” option to the Transactions menu.
Added a ”Create Balance Adjustment Transaction” option to the Transactions menu.
Added “Select All” and “Deselect All” options to the menu of search options for searching transactions.
Added an option to duplicate reports.
Added an option to duplicate budgets.
Scheduled Transactions section nows shows a balance popover for referencing balance information for the entire file.
Added option to Downloads preferences for “Review transactions before accepting”.
Added a Transactions-General preference to check for duplicate transactions while manually entering transactions.
Added keyboard shortcuts to get to the Securities, Flags and Exchange Rates lists.
Adjustments:
Changed the “Cleared” icon from being a solid colored circle to being a white circle with a smaller solid color circle.
Multiple tags can now be set using the program’s Transactions menu option to set tags for the selected transaction(s).
Changed transaction entry of tags to place the mouse cursor at the end of the tags when adding or removing a tag from the list instead of selecting all set tags.
When setting the status of multiple transactions using menu options any selected transactions marked with the Voided status will no longer be changed. The Voided status for transactions can only be removed by editing the transaction individually.
Adjusted searches that cover numeric values, such as transaction amounts, to only search for numeric values if there’s no letters in the search.
Added a check if needing to prompt to save a transaction when beginning a search.
Added alerts when saving changes to reconciled transactions that involve changing the date, amount or status of the transaction.
Corresponding transfer transactions will now only be generated if the account or category was edited for the transaction. This change is intended to prevent transactions setup as transfers, but not linked to a corresponding transfer transaction from generating corresponding transfers when editing settings that one wouldn’t expect to trigger a corresponding transfer to be generated. A corresponding transfer transaction can be created for transactions without a linked corresponding transfer using the “Go to Corresponding Transfer Transaction” option in the Transactions menu.
If the split details is being shown when the selection changes to transaction that is not split then the split details will be hidden. The split details will be shown again whenever the selection changes to a transaction that does has splits as long as the split details has not be selected to be hidden.
Adjusted Tab order of items when split details are shown and Full Keyboard Access is on.
Can now set investment transaction types in the Transactions view using the Transactions menu option.
Investment positions will now list Money Market Mutual Funds before all other security types except the Currencies listing.
Adjusted the preferred order of prices to be used for securities in reports to be the current price, the historical price, then the last price paid. Determination is based on each type price on or before the reported date and then comparing which is closest to the reported date in this preferred order.
Adjusted how a manually recorded or imported historical price can become the current market price for a security to be when the historical price’s date is equal to or later than the date of when the current market price was last set. Previously the check was only if the historical price’s date was later than the date of when the current market price was last set.
The Portfolio’s Securities section now remembers the expanded state of items.
The Portfolio’s Securities section now remembers the selection of items.
The Portfolio’s Holdings section now remembers the expanded state of items.
The Portfolio’s Holdings section now remembers the selection of items.
The tool tips for security unit prices in the Securities and Holdings lists now include the as of date for the price.
Adjusted graphs for security prices to not constrain the y axis to zero. Control-click to change this option.
Adjusted graphs for security prices to show grid lines.
Adjusted the axes and inner background colors of graphs showing security prices.
Reports and budgets now load up to 25x faster.
Adjusted item based reports to use the amount set for a transaction instead of the amount applied to balance. This would allow for transactions such as Reinvest Dividend transactions to be included in Category report totals. This applies to Payee, Transaction Type, Category, Tags and Security Transaction reports.
Adjusted Tag reports to include the Tags column when listing transactions since transactions can have multiple tags.
Adjusted Category reports that are specifically on tax related categories to list tax code information when the file and report is based in USD.
Investment Values reports now include cash balance listings when all securities are set to be included.
Adjusted the PDF views for reports and budgets to remember their settings for being automatically resized or having a set scale and their display mode (single page or two pages).
Can now edit the “Next Date” for scheduled transactions which actually just edits the scheduled transaction’s “Start Date” to be the desired next date.
Adjusted the reports to not pre-select listings when choosing to select the “Specific X” items for a report such as pre-selecting the “Uncategorized” and “Other” listings when choosing to select “Specific Categories” for a report.
Increase and decrease amount column names are now adjusted by account type when importing transactions.
Added prompt to edit the name of new accounts when creating them by download or by importing OFX/QFX files if the name is still the default name.
Adjusted transaction downloads and imports into existing account to generate any needed adjustment transactions for the account’s starting balance and/or holdings of securities to account for any unavailable transaction history.
Adjusted duplicate transactions check to give more priority to a transaction with a matching check number and amount compared to a transaction with a matching date and amount.
Adjusted duplicate transactions check to consider downloaded/imported transactions to be duplicates to existing transactions if they’re within four days apart and have the same amount regardless if there’s multiple possible matches. This also applies to merging declined transactions into existing transactions. Before downloaded/imported transactions with more than one possible match to an existing transaction would be allowed through for the user to resolve.
Adjusted CSV file exports from reports listing transactions to stopping listing splits with an asterisk in front of their dates when the split is pulled out from its overall transaction.
Adjusted CSV file exports from reports listing transactions to have a “Split” column for referencing if the listing is a split from a transaction.
Adjusted CSV file exports from reports listing security information to include “Symbol”, “Identifier” and “Security Currency” columns for referencing security information.
Balance popovers now respond to the keyboard shortcut of Command-B.
Balance popovers will now stay shown if you click them or use the Command-B keyboard shortcut.
Settings popovers will now close when changing views.
Changed the merge window for merging payees and categories to be more like other windows.
Adjusted graphs to base their fonts and sizes on the font and size set for the tables.
Restructured saved application state for files. The saved application state for older version 2 files will be converted.
Added a device access log to files for each device with the name being the device’s name and hardware ID. This resolves the issue with files not having their modification dates updated due to the usual info saved being in subfolders inside the file. This log also has a reference to the location of the file when last saved on the device which is used to help determine if the file is a copy and needs a new file ID to help distinguish it from the original file and any other copies of the original file.
The keyboard shortcuts window now remembers its last location on screen.
Adjusted the program to better handle Command-Period in place of the Escape key.
Adjusted text color of section headings for Dark Mode.
Allowing more supporting windows to be miniaturized.
Improved resolving of file conflicts for files stored on iCloud.
Adjusted the program to better handle saving errors and report them if they ever occur.
Improved the default errors presented to include more information when available.
Bug Fixes:
Fixed an issue where a file would fail to save when an account is created then deleted before the account was saved to the file.
Fixed an issue where creating a new file by only creating accounts manually wouldn’t autosave the file.
Fixed an issue when editing uncategorized split transactions to have categories when the option to show only uncategorized where the program wouldn’t refresh and exclude the transaction.
Fixed an issue where editing an existing split transaction’s overall amount, which would create a new split to account for the difference, and not editing any of the splits then selecting to undo wouldn’t delete the split that was created to account for the previous difference. This could result in an extra split that had an amount, but wasn’t accounted for in the transaction’s overall amount. Existing transactions with these extra last splits will be deleted automatically.
Fixed an issue where editing an existing split transaction’s overall amount, which would create a new split to account for the difference, and not editing any of the splits could result in the alert about an uncategorized transaction when saving the transaction not being shown if there were not any other changes to any of the split transactions.
Fixed an issue where the in-direct changes for a split transaction might not be updated during editing such as the overall transaction type not showing as “Split” when changing the transaction type of a split to vary from the other splits.
Fixed an issue where a transaction could show “Split” for values that didn’t actually vary across splits. Existing transactions will be updated automatically.
Fixed an issue where the calendar view could show a blank bottom row when the shown month was the last month in the selected date range.
Fixed an issue where a custom color for the Unreviewed flag wouldn’t be always be used.
Fixed an issue not being able to set an account back to the default blue color (RGB: 50,100, 175).
Fixed an issue where attempting to sort transactions by some columns would cause a crash.
Fixed an issue where attempting to sort the Securities list by the Type column would cause a crash.
Fixed an issue when creating a new security while entering a transaction where the new security’s type listing in the securities or holdings lists wouldn’t be expanded to show its listings if it wasn’t already.
Fixed an issue where a crash could occur when generating very large PDFs for reports and budgets.
Fixed an issue where the program could freeze temporarily while generating very large reports and budgets.
Fixed an issue where reports would leave a value blank instead of listing zero for an interval when no transactions occurred in that interval.
Fixed an issue listing transactions in reports and showing the wrong color for the Pending status icon.
Fixed an issue listing transactions in reports and not showing the proper background row color.
Fixed an issue where reports could not load properly when triggered to reload while already loading.
Fixed an issue where the names of items used for subgrouping in reports could be unnecessarily clipped.
Fixed an issue where the amounts for the transactions of items used for subgrouping in reports would always be the amount set regardless if the transaction was voided.
Fixed an issue not using the underlying security price for the values of derivative positions in the Investment Values reports when the preference to use the underlying security for the derivative market price was on.
Fixed an issue where the cost basis and gain/loss information in Investment Values reports could be listed incorrectly for the same securities held in multiple accounts when the report is on the Portfolio.
Fixed an issue with the “Bi-Annual” Frequency option for scheduled transactions posting every two days instead of every two years.
Fixed an issue where transactions due from scheduled transactions could be possibly generated more than once.
Fixed an issue where the origin setting for transactions from duplicated transactions and for transaction generated from scheduled transactions wouldn’t be saved. Any existing transaction without a set origin will be set to “Manual Entry”.
Fixed an issue where the balance popovers wouldn’t always update the shown balances when choosing to undo/redo while the balance popover was shown.
Fixed an issue where transactions could be imported without a set amount when the amount was not set in the import. Existing transactions without a set amount will be updated automatically.
Fixed an issue where a second account download could be allowed while one was already being performed.
Fixed a crash that could occur while setting up download connections.
Fixed an issue where a crash could occur when downloading accounts.
Fixed an issue that could occur when creating multiple accounts at once by download where one or more zero amount starting balance transactions could be added in addition to the expected starting balance transaction.
Fixed an issue when importing OFX or QFX files during the “Welcome” intro where the default categories list would be deleted which should only occur when importing QIF or QMTF files for a new file.
Fixed an issue importing categories from QIF files where the existing default categories wouldn’t get updated with the settings from the imported categories when matched.
Fixed an issue importing payees, categories, and tags for transactions where if there was an existing item with the same name, but not a case sensitive match then that value wouldn’t be set for the transaction.
Fixed an issue merging categories where the list of categories wasn’t showing the parent category’s name for subcategories.
Fixed an issue converting files from older versions where the transaction type might not get set for split transactions.
Fixed an issue converting files from older versions where the balances wouldn’t update to exclude accounts marked to not be included in balances.
Fixed an issue converting files from older versions where the origin of transactions wouldn’t be set properly.
Fixed an issue catching possible duplicate transactions where imported transactions with matching dates and amounts might be let through when there’s more than one possible match that has matching dates and amounts.
Fixed an issue catching possible duplicate transactions when a transaction already has a reference to being downloaded, imported from a file, or converted from a previous version of the program and a duplicate is attempted to be downloaded/imported through a different means and would not considered a match due mismatching dates.
Fixed an issue not setting the status for an existing transaction that had declined matching transaction during a download or file import when the transaction already had a reference to being downloaded, imported from a file, or converted from a previous version of the program.
Fixed an issue when merging duplicate transactions from downloads/imports where the existing transaction’s status could be changed to a lower status.
Fixed an issue when downloading exchange rates where balances would be re-calculated and the shown data would be reloaded when there weren’t any changes to the exchange rates.
Fixed an issue not validating currently edited fields in supporting windows when proceeding to continue such as not taking the currently set start date for an export if the start date is still being edited.
Fixed an issue handling supporting windows and not always properly determining if they were already visible onscreen or miniaturized.
Fixed an issue where supporting windows weren’t being listed as options in the program’s Windows menu.
Fixed an issue where open and save panels would close when selecting to create a new folder.
Fixed an issue with VoiceOver and some alerts not allowing the option which will ignore the alert to proceed.
Fixed an issue where the origin, flag and status icons for transactions wouldn’t be listed in VoiceOver when multiple transactions were selected.
Fixed an issue where the program wouldn’t prompt about an update being available when left open overnight.

New in SEE Finance 2.0.8 (Jan 20, 2019)

Additions:
Added a contextual menu to the sidebar account list with the same options as the main Accounts menu plus some of the options from the File and Transactions menus.
Added a "Mark All Transactions as Reviewed" option to the program’s Transactions menu to clear the flag for any transactions flagged as "Unreviewed" or as "Needs further review".
Added an alert when setting the transaction type via the Transactions menu option to notify the user if the new transaction type is not compatible with the currently set amount and result in changing the amount.
Added a hidden "Update Account Balances" option to the program’s Accounts menu (press Option while viewing the menu). Should never be needed.
Added a "Tax Related" menu option to the contextual menu for the main Categories list.
Added a "Size to Fit" option to the Columns menu for tables that have optional columns. This option will adjust the widths of the columns to fit into the available width.
Added an option to set fonts back to the default font.
Adjustments:
Adjusted the program to stop automatically discarding split transactions that don’t vary in settings from the overall transaction or from other splits. Now only split transactions without an amount set will be discarded automatically.
Adjusted partial date entry estimation when the year is not entered to assume the user wants the next year when recording transactions with months January, February and March while the current date is October, November or December and assume the user wants the previous year when recording transactions with months October, November and December while the current date is January, February or March.
Entering the units and amount for investment transactions will now calculate the unit price automatically if it wasn’t previously set.
Entering the unit price and amount for investment transactions will now calculate the units automatically if it wasn’t previously set.
Selecting to Edit a transaction that is selected and unlocked for editing will now place keyboard focus on the first editable field if no field currently has focus otherwise the transaction row will get keyboard focus.
Adjusted settings popover for transactions to keep the "Start" and "End" date selectors enabled even when the date period isn’t set to "Custom Range". Editing either date field will change the date period setting to "Custom Range".
For reports and budgets, transactions using account specific payees, including the "Other Account" and "Former Account" kinds of payees, will no longer result in the transactions being considered a transfer.
Adjusted reports that show item values in intervals to show individual item grand totals for the entire report period.
Adjusted reports to not show overall totals when only one item is included in the report such as a Category report only including one category covering one period of time.
Adjusted reports that show a section of totals for intervals to now show a grand total for the entire report period.
Adjusted reports with the Format of "Transactions Only" to show the column for the basis of the report such as showing the Category column for a Category report.
Adjusted reports to make sure interval columns are wide enough to prevent values from being clipped.
Adjusted most reports to no longer show in-line interval changes due to width considerations.
Security Transaction reports no longer allow for "No Transaction Type" option when customizing the transaction types since investment transactions require an investment transaction type.
Stopped listing "Other Securities" in Security Transaction reports.
Budgets showing multiple intervals now show overall total information.
Adjusted reports and budgets setup buttons to show "Go Back" instead of "Cancel" when in the middle of setup.
Changed the default security sectors to GICS style sectors.
Improved the check if the selected date format is appropriate when importing QIF, QMTF and CSV files.
Adjusted QIF file importing to check for the same account for being listed with multiple sections of transactions and combining them into the one account.
Adjusted QIF file importing to discard zero amount splits.
Converting a file saved with an older version will now apply the old file’s password to the new file.
When converting a file saved with an older version any scheduled transactions set to add without notice will have their status set to "Recorded" in the new file instead of "Pending".
Adjusted all tables to make sure text is centered based on the set font size and set row height.
Adjusted icons for all tables to be based on the set font size instead of the set row height.
When setting fonts the default system font will now be used instead of the variations that can get applied when customizing the font size.
Enable hardened runtime on macOS.
Bug Fixes:
Fixed an issue where typing in dates could behave strangely for some date formats.
Fixed an issue where transactions would not be removed from display when they no longer meet the settings restricting the shown transactions after editing.
Fixed an issue where editing a transfer transaction might not trigger the balance to be updated for the corresponding transfer transaction.
Fixed an issue where zero amount investment transactions wouldn’t always show the zero amount in the decrease and increase field as expected such as when entering a Dividend and the zero amount showing in the Decrease fields instead of the Increase field.
Fixed an issue where existing investment positions could not update properly after creating, deleting or editing transactions due to beginning the review of the transactions involved at an incorrect starting point.
Fixed an issue where changing the account for an investment specific transaction to a non-investment account wouldn’t clear the investment transaction type. All existing transactions with inappropriate settings due to this will be adjusted automatically.
Fixed an issue where changing the account for an investment specific transaction to a non-investment account wouldn’t be fully restored when selecting to undo the change.
Fixed an issue where changing the transaction type for an investment specific transaction to a non-share changing transaction wouldn’t clear the units, price per unit and commission values. All existing transactions with inappropriate settings due to this will be adjusted automatically.
Fixed an issue where the program would unnecessarily re-insert infinite values for investment percent information when the value was already infinite.
Fixed an issue where voided transactions could be included in investment positions.
Fixed an issue where sorting transactions by the Tags column would sort the based on the count of tags and not the name(s) of the tag(s).
Fixed an issue where the option to "Go to Today" might select the wrong transaction in the table of transactions depending on how the transactions were being sorted in the transactions table.
Fixed an issue with not drawing the calendar views to fill the available height which was also causing an issue being able to Tab through items or use the arrow keys to change items.
Fixed an issue with calendar views drawing items upside down when they are on the same day as a selected item when the calendar view reloads its data.
Fixed an issue where selecting to finish editing a shown calendar item by pressing Command-e would just beep.
Fixed an issue where selecting to split a selected calendar item that wasn’t currently shown would just beep instead of showing the item’s details.
Fixed an issue that could occur when drawing color icons in calendar view popovers.
Fixed an issue that could occur when drawing tags in calendar view popovers.
Fixed an issue with the "Semi-Monthly" frequency type where it was always restricted to being the 1st and 16th of the month. Now it is based on being on the 1st through 15th and then 15 days later in second half of the month or the last of the month.
Fixed an issue with some date intervals not being generated properly for reports including "Semi-Monthly", "Four Weeks" and "Bi-Weekly".
Fixed an issue where the name of listings could be clipped in Cash Flow reports.
Fixed an issue where closed investment position listings could show up in reports when the position was re-opened and open on the reported date.
Fixed an issue where the values for investments in reports could be inaccurate when the reported date(s) coincided with a non-share changing transaction such as a cash dividend.
Fixed an issue where budgets with more than one interval could show incorrect total amounts.
Fixed an issue where PDFs for reports and budgets could show the start of another section at the bottom of a page without there being enough space to show a single row value.
Fixed an issue exporting QIF files where transactions that had a split without a set category wouldn’t have the blank category line included.
Fixed a crash that could occur if the option to ask to flip transaction amounts is on for importing CSV files.
Fixed an issue where it wasn’t possible to import one individual row from a CSV file.
Fixed an issue when importing transactions from CSV files where non-investment transactions could be setup with the basic settings for being an investment transaction. This could result in getting an alert about losing security details unless the the transaction type is changed. All existing transactions with inappropriate settings due to this will be adjusted automatically.
Fixed an issue restoring table column widths.
Fixed an issue where the alignment of text fields for split transactions when the transaction wasn’t being edited.
Fixed an issue drawing the proper text colors in tables depending on the field and the row background color color.
Fixed an issue drawing the proper text colors in the calendar view depending on the row background color.
Fixed an issue where the expanded items for the sidebar could be forgotten if the file has a password and if the file was closed before entering the password.
Fixed an issue where the sidebar buttons weren’t named appropriately for VoiceOver.
Fixed a crash that could occur when closing a file.
Fixed an issue where offsetting changes to the database during the same save were not being removed which could result in objects that were both inserted and deleted during that same save reappearing.
Fixed an issue where the "About SEE Finance" window would not open on macOS 10.14 Mojave.
Fixed an issue where some table headers could be drawn incorrectly on macOS 10.14 Mojave.

New in SEE Finance 2.0.7 (Jan 20, 2019)

New in SEE Finance 2.0.6 (Sep 28, 2018)

Additions:
Added support for Dark Mode in macOS 10.14 Mojave.
Added a keyboard shortcuts reference window to the program's Help menu.
Adjustments:
Various adjustments for compatibility with macOS 10.14 Mojave.
Automatically created corresponding transfers will use the same transaction type as the originating transaction if compatible otherwise it will have the “Payment” transaction type for credit card and loan accounts and the “Transfer” transaction type for all others.
Editing a linked transfer will now keep the payee and memo the same in both transactions involved in the transfer. Existing linked transfers are not updated.
If the preference for “Automatically create and update transfer transactions” is off then deleting a transaction that was previously linked to a corresponding transfer will not delete the corresponding transfer.
Adjusted start, end and as of dates in OFX Direct Connect downloads to include time zone information for most institutions.
Adjusted the duplicate transactions check to only consider exact amount matches as possible matches.
Adjusted available options for the applications available to identify as for downloads.
Adjusted the program to download quotes for indexes when the “Download prices only for active securities” preference is on.
Adjusted the default timeout interval for internet connections from 30 seconds to 60 seconds.
Adjusted the option to duplicate transactions to set the transactions status to “Recorded” when the original transaction is marked as “Cleared” or “Reconciled”. Otherwise the same transaction status is set.
Adjusted the option to “Mark as Reconciled” to not require selecting to save the transaction if no other changes have been made to the transaction.
Adjusted the program not to create a “Starting Balance” transaction when creating accounts manually and the balance was set to zero.
Adjusted the program to show the security’s symbol or identifier for security and position listings when the security’s name has not been set.
Adjusted the date popovers to show the current date when no date is set for security issue date, maturity date, or expiration date.
Adjusted the badge numbers to draw a darker text color when shown with a lighter background.
Adjusted the indicator fields to draw a darker text color when shown with a lighter background.
Adjusted available currencies to include: VES, STN and MRU.
Bug Fixes:
Fixed an issue where the “Last Month” and “Last Quarter” options in the program could result in an incorrect ending date.
Fixed an issue where entering an “Increase” amount with a decimal value could result in the decimal value being ignored when the decimal separator is the comma.
Fixed a crash that could occur while setting the color of items in a table.
Fixed an issue converting files saved in version 1.X or earlier where the tax related status and tax code for categories would not be set.
Fixed an issue where the end date reported in a response in OFX Direct Connect downloads would not be used for the next download request’s start date. Instead the original end date requested was being used which is usually, but not always the same as the end date in the response.
Fixed an issue updating the profile URL for existing OFX Direct Connect download connections when institutions change their profile URL.
Fixed a crash that could occur when downloading transactions for multiple accounts at once.
Fixed an issue importing categories from QIF files where parent categories could not have their expense/income setting or tax info set correctly when the categories are out of alphabetical order in the QIF file.
Fixed an issue importing transactions from CSV files listed with categories not setup in the program and a blank category would be created.
Fixed an issue with the duplicate transactions check where an existing transaction’s status could be set to a lower status such as a “Reconciled” transaction being changed to “Cleared”.
Fixed an issue exporting QIF files and using a grouping separator for prices and volume values for historical prices.
Fixed an issue exporting QIF files and listing “(null)” for a credit card account’s credit limit.
Fixed an issue not being able to collapse the first group of securities or positions in the Portfolio section.
Fixed an issue with split transactions and split scheduled transactions that have varying tags across the splits and the overall transaction’s tags not being set correctly to “Split” in the database. The program will correct existing transactions and scheduled transactions.
Fixed and issue where the “Style” option for Flags wouldn’t display the default color when no color has been selected for the flag.
Fixed and issue where the Account column was an available optional column in the transactions table for individual account Transaction views.
Fixed an issue where the background of text fields in the sidebar could be incorrectly drawn.
Fixed an issue where selecting to show a supporting window that was miniaturized would create a another window.
Fixed an issue where exchange rates could download unnecessarily when multiple currencies are in use.

New in SEE Finance 2.0.5 (Mar 9, 2018)

New in SEE Finance 2.0.3 (Jan 11, 2018)

New in SEE Finance 2.0.2 (Dec 23, 2017)

New in SEE Finance 2.0.1 (Dec 15, 2017)

New in SEE Finance 1.1.11 (Oct 19, 2017)

New in SEE Finance 1.1.10 (Jul 28, 2017)

New in SEE Finance 1.1.8 (May 23, 2017)

New in SEE Finance 1.1.7 (May 2, 2017)

New in SEE Finance 1.1.6 (Apr 29, 2017)

New in SEE Finance 1.1.5 (Apr 27, 2017)

New in SEE Finance 1.1.4 (Feb 16, 2017)

New in SEE Finance 1.1.3 (Feb 16, 2017)

New in SEE Finance 1.1.2 (Dec 22, 2016)

New in SEE Finance 1.0.11 (Sep 1, 2016)

New in SEE Finance 1.0.10 (Aug 5, 2016)

New in SEE Finance 1.0.9 (May 11, 2016)

New in SEE Finance 1.0.8 (Mar 11, 2016)

New in SEE Finance 1.0.7 (Mar 10, 2016)

Additions:
Added preference of whether or not to adjust the date range of shown transactions based on the dates of newly imported transactions.
Added the ability to drag and drop OFX, QFX, QIF, QMTF and CSV files onto the main left hand sidebar Account List to import accounts or import transactions from the file.
Added “Format” menu options in the Edit menu for editing the formats of text views.
Added “Every Four Weeks” option for “Frequency” setting in reports and budgets.
Added “Last Four Weeks” option for budget “Period”.
The type of file export is now remembered and restored for most fie export actions throughout the program.
Adjustments:
Downloads preference for “Automatically Remove Transactions with the Same FI IDs” is now on by default.
Investments-Importing preference for “Transactions Listed with an Undefined Cash Source or Destination Should be Listed With Their Account as Their Category to Prevent an Effect on the Account's Cash Balance” is now on by default for new users.
Adjusted the program’s file open panel to default to the location of the last open program file if known instead of the location of the last open or save panel used in the program.
Balances reports now only price bonds that are past their maturity date at par value if the Investments-General preference of “Use PV of a Bond Formula for Bond Quotes” is turned on. Otherwise the known market price will be used.
Importing OFX/QFX files and Direct Connect downloads now check for automatically removing transactions from within the same import/download which have the same FI ID if the option to remove is on in the program’s Downloads preferences. Added due to an issue with Bank of America double listing transactions in their downloads.
Adjusted the programs OFX/QFX file importing to check for dates with only a year being set and 0 being set for the month and day. It will now default to the first of that year.
Date controls in account Overview for history date range can now set the day of the month.
Contextual menu of Sidebar table and the gear button’s menu now list their keyboard shortcuts.
Contextual menu of Transactions tables now list their keyboard shortcuts.
Adjusted wording of the alert indicating when a backup of the file will not be generated when closing a file or quitting the program due to the file being within the designated backup file folder.
Bug Fixes:
Fixed an issue and added an alert if the default location for storing backup files is missing when the backup location is customized. Previously the program would not present an alert and would just generate a backup and store it in the default backup file location.
Fixed a crash that could occur when an account download connection fails due to a general connection issue.
Fixed an issue where download connections could not be setup at an institution due to using the same Client ID for different user names at the same institution.
Fixed an issue where creating an investment account by downloading information could double the value of the account when the stated “cash balance” is actually the balance of the held securities.
Fixed an issue where a security ticker symbol could be entered or imported with blank space at the beginning or end of the string.
Fixed an issue where split transactions were not being included in investment positions.
Fixed an issue where investment gains/losses would not show infinity.
Fixed an issue with “Return of Capital” transactions not being included in gain/loss calculations of stocks and options.
Fixed an issue dragging and dropping OFX, QFX, QIF, QMTF and CSV files onto the Dock icon for the program and not performing the appropriate import action.
Fixed an issue when checking for possible duplicates during importing where check number integer comparisons were being incorrectly performed when the integers were past the maximum possible integer.
Fixed an issue exporting investment transaction amounts to QIF files for non-share related transactions specific transactions where the amount should be listed as a negative amount.
Fixed an issue where new statements where not always being selected and scrolled to after being created.
Fixed an issue where the default name for a new statement could incorrectly be the next month’s name.
Fixed an issue after successfully entering registration information and the program’s “SEE Finance” and “File” menu options were not enabled if a file was not already open.
Fixed an issue where the correct font would not be used for a newly added table column.
Fixed an issue where some view transitions would appear upside down on OS X 10.11 El Capitan.
Fixed an issue drawing custom buttons where width was too wide on OS X 10.11 El Capitan.

New in SEE Finance 1.0.6 (Nov 5, 2015)

New in SEE Finance 1.0.5 (Aug 5, 2015)

New in SEE Finance 0.9.18.0 (Jul 17, 2015)

New in SEE Finance 0.9.17.6 (May 14, 2015)

New in SEE Finance 0.9.17.5 (Apr 17, 2015)

Adjustments:
For Direct Connect downloads, the next request’s “Start Date” is now the last successful transaction download’s end date as provided by the institution instead of the date of the request of the last successful transaction download to account for occurrences when the institution doesn’t provide a transaction end date in their response. If the account is being setup for downloads and the institution doesn’t provide a transaction end date in their response then the next request’s “Start Date” will be the beginning of the day of the date the connection was setup.
Vanguard Direct Connect downloads have their download requests start and end dates sent without time info.
Downloading transactions now only downloads transactions for accounts that are not set as “Hidden” when using the “All Accounts” option.
Bug Fixes:
Fixed an issue with the Category reports where categories would not always be listed in the report’s PDFs if they had a zero total and transactions were involved.
Fixed issues generating Category report summary totals where parent and subcategories are included and there being variation in the parent and subcategories “Expense” settings and values.
Fixed an issue where the PDF Views for reports could have a single page PDF scrolled to the bottom instead of being scrolled to the top.
Fixed an issue where loading a copy of a file that initially display’s a report’s PDF view would cause the PDF to be printed.
Fixed an issue with the option to “Edit Tab Order of Transaction Fields” where the date field wouldn’t be included in the tab order if it wasn’t the first option.
Fixed an issue where Security Info fields were showing “NA” as placeholders for new transaction numerical amounts.
When importing CSV files, if the deposit and withdrawal amounts share the same column the transaction type column will be used to distinguish whether or not the transaction’s amount should be positive or negative.
Fixed an issue where the "Portfolio" listing could be marked as "Hidden" by pressing the space bar in the "Hide/Show Accounts" menu option.
Fixed an issue where the Investments-Importing preference field for “Update Security Market Prices with Market Prices Found in Account Downloads and Imported Files” was not having its value set when initially shown in the preference window.

New in SEE Finance 0.9.17.4 (Feb 27, 2015)

Adjustments:
When setting up account Direct Connect downloads the program will now prompt to change the password if the institution indicates to do so after the initial connection is successful.
New statements are now named such as “January 2015” by default.
Reconcile windows now always show full scroll bars regardless of OS X System Preference.
Adjusted most controls to be in the next key loop.
“Store User Info in Apple Keychain” is now “Store Credentials in Apple Keychain”.
Added “1 Jan 10” date format and other date formats for QIF and CSV file importing.
Improved the guessing of text encoding when importing files with unknown text encoding.
Added “Quicken® Windows 2015” as an option for the Downloads preference of “For Downloads Identify As:”.
Bug Fixes:
Fixed an issue where downloading for "All Accounts" could possibly send multiple requests for the same account.
Fixed an issue when creating investment accounts by download or by importing OFX/QFX files where if the same security was listed in different positions the “Position Adjustment” transaction for the security would be inaccurate.
Fixed an issue during downloads or importing OFX/QFX files where the Import window’s “Note: X transactions were removed due to being an exact duplicate with an existing transaction” message could have the wrong number of transactions shown when change the program’s preference for automatically removing transactions with the same FI ID.
Fixed an issue where creating an investment account by downloading information could leave the investment account's subtype blank.
Fixed an issue where the underlying security setup for recorded option transactions would inappropriately be named with the option’s name.
Fixed an issue with percent change values in PDF reports for Yosemite not showing percent changes (not multiplied by 100).
Fixed an issue exporting investment positions to CSV and PDF files and the wrong currency codes being used.
Fixed an issue double clicking split transactions in report “List View” tables to go to the transaction in its respective account and the wrong transaction being selected.
Fixed an issue selecting the last known statement for accounts.
Fixed an issue where the placeholder for zero amounts was “No Selection”, now it is “0”.
Fixed an issue where using the optional columns menu for the main payees list and adding or removing the payee hidden column wouldn’t update the hide/show payee button.
Fixed an issue deleting saved URLs from account Online views.
Fixed an issue loading help files on some versions of OS X.

New in SEE Finance 0.9.17.3 (Nov 10, 2014)

New in SEE Finance 0.9.17.2 (Nov 7, 2014)

New in SEE Finance 0.9.17.1 (Sep 6, 2014)

New in SEE Finance 0.9.16.1 (May 31, 2014)

New in SEE Finance 0.9.16.0 (Apr 23, 2014)

Additions:
Added the option to add “-CQO” or “-HQO” to a security’s “Yahoo! Symbol” to download current quotes only or historical quotes only.
Adjustments:
Adjusted option symbol check for additional information to account for mini options carrying “7” at the end of the underlying security’s symbol.
Adjusted CSV file import to accept “Expired” and “Expiration” as option transaction types and translates them into “Shares In” and “Shares Out” transactions.
Adjusted the tables that show background row colors to not draw text shadows.
Changed the wording of the alert presented when trying to add a new transaction which would be created with a date that is outside of the account’s date range of shown transactions.
Adjusted Reconcile window statement tables to allow for wider date columns.
Adjusted loan amortization schedule setup window’s tables to size to fit.
Added Quicken® Windows 2014 as an option to identify the program as for OFX Direct Connect downloads.
Bug Fixes:
Fixed an issue updating investment quotes where a freeze could occur.
Fixed an issue in recent versions where sub-investment position listings would not be marked as closed when those units were offset based on FIFO.
Fixed an issue with the program’s online browsers in account Online views when a PDF is selected and being prompted to load the PDF in the browser or download it (both options indicated to “Download”).
Fixed an issue where changing a transaction type’s amount restriction didn’t update the raw transaction amount for transactions if needed.
Fixed an issue where editing transactions during a search which caused no more transactions to be in the search results could lock up the display.
Fixed an issue where reloading table data could be done before the last reload was finished.
Fixed an issue drawing green recently downloaded indicator icons when the Date column is not the first column.
View animations fixed for retina displays.
Graph drawing adjusted for retina displays.
Fixed an issue drawing graphs unless the window was resized.

New in SEE Finance 0.9.15.0 (Feb 4, 2014)

New in SEE Finance 0.9.14.16 (Jan 4, 2014)

New in SEE Finance 0.9.14.15 (Dec 14, 2013)

New in SEE Finance 0.9.14.14 (Dec 6, 2013)

New in SEE Finance 0.9.14.13 (Nov 2, 2013)

New in SEE Finance 0.9.14.12 (Oct 25, 2013)

New in SEE Finance 0.9.14.11 (Oct 5, 2013)

Additional info: Compatible with Mac OS X 10.9 Mavericks.
Exchange rates can now be set manually.
Column sorting for budgets is now remembered.
Improved OFX/QFX file importing.
Improved built-in web browsers for accounts.
Various other adjustments and bug fixes.
Additions:
Exchange rates can now be set manually for each file in the "Update Exchange Rates" window accessed in the Accounts menu.
Column sorting for budgets is now remembered between sessions.
Pop-up windows for the built-in browsers now allow file downloads and printing.
Adjustments:
The delete keyboard shortcut no longer defaults to deleting reports in the reports views unless the table of created reports is selected.
When switching from "Categories" to "Monitor" in the budgets the selected "Income" or "Expenses" view is kept chosen.
The "Any" or "All" option for Transaction Filter constraints being met in order to apply the filter now defaults to "All" to prevent possible user error.
Adding a new "payment segment" to a loan schedule now auto-fills the last payment segment's values for interest rate, regular payment account, other amount and whether or not to automatically calculate the regular payment amount.
Bug Fixes:
Fixed an issue downloading multiple accounts and the accounts not displaying in the import window when one or more of the downloaded accounts had a failed download.
Fixed an issue with the program's "Check/Update Connections" feature where valid connections would improperly show a connection error due to a change in the IDs used for institutions.
Fixed an issue where some connection/download requests did not timeout correctly which could cause progress indicator windows to not be dismissed.
Fixed an issue when declining to import a file downloaded temporarily for importing into accounts using the built-in browsers where the temporary file would be deleted when closing the SEE Finance data fie instead of when declining the import.
Fixed an issue properly importing quotes for UK securities when they are listed in Pounds on Yahoo! Finance.
Fixed an issue where if an account's "Start" and "End" date range for shown transactions did not include today when splitting a transaction the user would receive an improper error alerting the transaction date was out of range.
Fixed an issue with the Memo reports where if the same memo was listed multiple times it could be listed incorrectly multiple times.

New in SEE Finance 0.9.14.10 (Aug 1, 2013)

New in SEE Finance 0.9.14.9 (Jun 27, 2013)

New in SEE Finance 0.9.14.8 (May 15, 2013)

Adjustments:
"OK", "Import" and "Accept" buttons for the download transactions window, import transactions windows and most windows with "Accept" buttons now respond to using the "Enter/Return" keyboard shortcut to proceed.
Adjusted the program's investment quote downloads to take into account that Yahoo! Finance's current market quote information maybe older than Yahoo! Finance's historical market quote information due to Yahoo! Finance using different providers for current market quotes and historical market quotes. The program will use the most recent available quote between the listed current market quote and historical market quotes.
Improved CSV importing of investment transactions for partial word matching of "Security Action" values.
Bug Fixes:
Fixed an issue saving account notes.
Fixed an issue downloading current market index quotes.
Fixed an issue with the program's new "Check/Update Connections" option where if different institutions were using the exact same Direct Connect downloads server and institution IDs then their displayed names in the program could not be correct (self updating if you run this check again).
Fixed an issue where the program could crash downloading transactions for an individual account if the user manually set the Apple Keychain Services comment for the connection in Keychain Access.
Fixed an issue importing accounts from multiple QIF files.
Fixed an issue importing CSV for accounts which have not yet imported a CSV file where not all of the saved CSV import settings from the last imported CSV file was restored (number of rows to skip, decimal separator, category matching style, run filters, and mark as reconciled).
Fixed an issue where the program's "Memorized Transactions" feature that applies default transaction type, category, memo and amount information when manually selecting a transaction's payee could cause existing values set for a transaction to be overwritten if you switched from one existing payee to another.
Fixed an issue where the program's "Memorized Transactions" feature could change an imported transaction whose amount is zero to a the default amount for the payee.
Fixed an issue where the "Gear" action icon displayed in upper right hand corner of tables with optional columns would be cutoff in OS X 10.8 when the option to always show table scroll bars is turned on for OS X.

New in SEE Finance 0.9.14.7 (Mar 16, 2013)

Additions:
Added a "Check/Update Connections" option in the Accounts menu to be able to update general Direct Connect information for institutions actively being used in the program.
Added the ability to set a stock option transaction's number of shares per contract.
Added an Investments preference to automatically match cash dividend transactions and corresponding share purchase transactions and replace them with one "Reinvest Dividend" transaction.
Adjustments:
The saved account specific settings CSV file column separator and whether or not to "Flip" amounts are now just the default button option when having the preference to ask what to do when importing CSV files.
For investment accounts in GBP when importing transactions from CSV files the program checks if the price paid values are listed in Pence.
Adjusted the program's amortization schedule setup to allow for periods where the interest owed is more than the payment amount causing an increase in the outstanding principal amount.
Bug Fixes:
Fixed an issue where account login credentials would not be saved properly to Apple's Keychain Services when creating an account's download connection after the account was created.
Fixed an issue while entering text in the search field where the entered text could be selected in the middle of entry causing the next keystroke to clear the previously entered text.
Fixed an issue with the account notes field not always updating when selecting different individual accounts of the same account type.
Fixed an issue when entering investment transactions for new securities where if the symbol was entered before entering the security's name the security object in the program would not be updated with the set name.
Fixed an issue where when setting a security's name in the Security List would not update the name used in positions for that security.
Fixed an issue with not using the proper number of shares per contract for updating the price paid and gain/loss for investment positions containing "Shares In" and "Shares Out" transactions.
Fixed an issue where securities listed with Pounds as their currency were not converting downloaded historical prices from Yahoo! Finance from Pence to Pounds.
Fixed an issue showing the proper cost basis and sales amount for positions that were initially short positions in Investments reports.
Fixed an issue with CSV file exports of Balances reports showing investment positions listing currency symbols in price paid amounts.
Fixed an issue where values for subcategories could possibly not be included in the budget's actual amount listings.
Fixed an issue with budget income and expense "Actual" totals being incorrect when the budgeted included categories and subcategories and one or more of the subcategories of a category not sharing the same value for being designated as "Expense" categories as their "parent" category.
The program now moves a budgeted item between the Income and Expenses lists when changing that category's "Expense" setting.
Fixed an issue with using the budget "Period" options and the budget's actual start and end dates not being saved to the database.
Fixed an issue where Transaction Filters missing their action transaction in the database would prevent the Transaction Filters view from loading.
Fixed an issue updating recurring transaction next occurrence dates.
Fixed an issue with Credit Card, Investment, and Loan account's Reconcile windows not remembering the transactions "Start" and "End" date range for individual accounts when the accounts do not make use of statements.
Fixed an issue where using the space bar to toggle check boxes of multiple selected table rows would not work properly if the System Preferences Keyboard option for "Full Keyboard Access" was set to "All controls".

New in SEE Finance 0.9.14.6 (Feb 28, 2013)

Additions:
Added an "Account Notes" field to the Overview view of every account type.
Added the ability to lower the upper portion of account Overview views.
Stock options can now have historical quotes manually entered or imported.
Added an Investments preference to only download investment quotes for active securities.
Added an Investments preference for whether or not historical quotes for options should be based on the underlying security's historical quotes since historical quotes are not available for options. This affects the Balances reports in the program.
CSV file import settings are now saved on an account by account basis.
Added a "Save As…" option when selecting to print an account's transactions with options to save the printout as a CSV or PDF file.
Added an option to print only reconciled transactions when selecting to print an account's transactions.
Added an option to print only unreconciled transactions when selecting to print an account's transactions.
Added the option to print and export the category tax codes list by Control/Right clicking the table.
Added support for returning HTTP general error codes when attempting to setup account Direct Connect download connections.
Added a hidden preference to be able to log the last Direct Connect download's requests and responses and not automatically have account credentials removed (they're removed by default).
Added "Quicken® Windows 2013" as an option for having the program identify itself as for OFX Direct Connect downloads.
Added "Current Month", "Current Year", and "Current Week" as Period options in budgets.
Added an option to graphs for whether or not to constrain the Y-axis to zero for the account balances of the Balance reports and individual account views. Setting is accessed by Control/Right clicking the graph.
Adjustments:
Improved file loading performance.
Removed the "Untracked Income" and "Untracked Expenses" category options from Category reports and budgets and replaced them with options for "Uncategorized Income", "Other Income Categories", "Uncategorized Expenses", and "Other Expense Categories". The "Other Income Categories" and "Other Expense Categories" options include results for categories that are not included in the report's/budget's list of included categories.
Removed the "Untracked" payee listing from Payee reports and replaced it with options for "No Payee" and "Other/Hidden Payees". The "Other/Hidden Payees" option includes results for payees that are not included in the report's list of included payees.
Removed the "Untracked" payee listing from Transaction Type reports and replaced it with options for "No Transaction Type, and "Other Transaction Types". The "Other Transaction Types" option includes results for transaction types that are not included in the report's list of included transaction types.
Removed the "Untracked" memo listing from Memo reports and replaced it with the "Other Memos option. The "Other Memos" option includes results for memos that are not included in the report's list of included memos.
The main Payees list now displays hidden account payees.
The main Categories list now displays hidden account categories.
The program now checks for updates daily when having the preference for to check for updates for the program turned on (previously only done when the program was first opened).
Improved process for determining which file encoding should be used when importing various file types and the file's encoding is not known.
Program now remembers the last used setting for storing Direct Connect download connection user info in Apple's Keychain Services when setting up account downloads.
Fixed an issue with the program not properly checking for possible higher versions of the OFX protocol being used based on the profile information sent out by an institution.
When creating investment accounts from Direct Connect download or importing a OFX or QFX file the program now runs a check for whether or not the account's cash balance is held in a money market fund security in order to prevent inappropriately generating a starting balance transaction for the account.
When importing investment transactions from CSV files, "Sale" is now matched to the "Sell" transaction type action.
Following the possible duplicate transactions check, existing transactions that were matches for declined imported transactions are no longer display the green indicator icon indicating they were recently imported/updated from the download if they were previously marked as reconciled.
Creating new transactions now automatically selects the default first item in the tab order instead of always the transaction date field.
Alerts validating transaction dates now display a four digit year.
Investment position tables sorted by date will now sort by date then security name.
Shares In/Out transactions now show their cost basis information for their respective investment position's "Total Paid" amount.
Changed the budget Periods of "Last Week" and "Last Two Weeks" to cover Sunday through Saturday weeks instead of past 7 and past 14 days respectively.
Selecting a budget's Period setting now refreshes the budget's listed "Start" and "End" dates that represents the selected date range.
Bug Fixes:
Fixed an issue when creating a new account manually or by download the Transactions view for the account was not loaded by default (last used view for that account type could still be shown).
Fixed an issue when creating a new account manually or by download the new account would not be selected if its overall account type listing in the main Account List was collapsed.
Fixed an issue where the "Setup Downloads…" menu option in the main Account List's contextual menu as well as in the gear action buttons would not always be properly enabled for banking, credit card, investment and loan accounts.
Fixed an issue where the investment account balance listings in the main Account List could possibly not refresh properly following updating investment quotes which downloaded new quote information.
Fixed an issue where a freeze could occur when entering a transaction amount and then using the option to press "Command up/down arrow" to switch row selection.
Fixed an issue where the default interest category for loans that were lent was being set to "Interest Expense" instead of "Interest Income".
Fixed an issue with entering or importing historical prices and the current price when multiples are entered or imported and the latest quote was not the current day.
Fixed an issue not being able to import historical quotes for bonds from CSV and QIF files.
Fixed an issue where available security prices were not importing when creating investment accounts using Direct Connect downloads.
Fixed an issue generating Direct Connect download logs when a only one account which already had a valid download connection setup would attempt to download transactions and that attempt was denied by the institution.
Fixed an issue that could occur after importing accounts from files where the selection in the main Account List would change inappropriately.
Fixed an issue with the program not remembering to save downloaded files to a temp location when using the Online view's built-in web browsers for accounts.
Fixed an issue when merging information from a declined imported transaction due to having a duplicate existing transaction that is split where the memos in the split transaction could be replaced with the memo from the downloaded transaction.
Fixed an issue exporting the proper transaction amount for investment transactions into QIF files in situations where the transaction amount is a negative amount due to the commission in a security sale being larger than the value of the shares.
Fixed an issue with reports in currencies different than the included transactions having totals possibly being slightly more than the sum of their individual listed converted transaction amounts due to non-rounding of amounts to the number of decimal places for the report's currency.
Fixed an issue with the Balances reports not using the proper exchange rate for values of historical bond positions when there the last price paid is used for the bond's price (not a more recent historical quote available).
Fixed an issue in the Investments reports view where the appropriate results view button wasn't displaying the proper selection when switching between the Gains and Losses views.
Fixed an issue when selecting actions using the program's contextual menus than involve displaying a window while in another application would not present the expect window until the application was selected.
Fixed an issue where account transactions could not be printed using Portrait page orientation.
Fixed an issue displaying the proper balance for transactions listed in statements for "Single Mutual Fund" accounts.
Fixed an issue where the split ratio fields could be hidden when entering investment split transactions into statements.
Fixed an issue where Transaction Filters based on the account's name would not work when run on transactions imported from CSV files.
Fixed an issue when accepting pending recurring transactions if the amount for a transaction was currently being edited the newly entered amount would not be accepted.

New in SEE Finance 0.9.14.5 (Sep 27, 2012)

Additions:
Bonds can now have historical quotes manually entered or imported.
Added an option to the security historical quote graph's contextual menu to view adjusted close prices.
Adjusted close prices for historical quotes can now be manually entered in the Security List and the Watch List.
Adjusted close prices for historical quotes can now be imported from CSV files.
Added an Investments preference for having bond quotes based on using the PV of a bond formula. This setting applies to setting bond market prices or yields and also controls if the bond prices used in Balances reports. Balances reports will use historical quotes if available otherwise will use the last price paid for the bond if this preference is turned off.
Adjustments:
Bonds are now expected to be entered using percentage of par information. The program will auto adjust previous bond transactions for the 0.9.14.5 update.
li>Bonds are no longer forced to use the present value of a bond formula for estimating market price.
Treasury bonds are no longer forced to use current US bond rates only when using the present value of a bond formula for estimating market price.
Table columns for amounts and other columns with primarily fixed width values now do not automatically resize when resizing the window or adjusting other columns.
When creating investment accounts by importing OFX/QFX files or by using OFX Direct Connect downloads the program no longer attempts to generate position adjustment transactions when the investment positions list is not listed in the file/download (previously assumed all positions were closed).
Added another download connection timeout check for Direct Connect downloads to prevent a frozen connection with some institution's Direct Connect download servers.
PDFs generated for reports now show an asterisk "*" before the transaction's date if it is a split transactions.
Statement PDF window will no longer be closed automatically when switching to another view for the same account.
When importing transactions from CSV files if the security type is missing, but the transaction type is set to "Buy to Open", "Buy to Close", "Sell to Open" or "Sell to Close" then the transaction will be set to have their "Option" security type.
When importing option transactions from CSV files the program will attempt to create a standard option symbol from the security's name when a standard symbol is not imported. The program will also attempt to extrapolate the underlying symbol, option type, strike price and maturity date from the security's name.
Bug Fixes:
Fixed an issue not correctly generating investment position adjustment transactions for accounts created from OFX/QFX files or OFX Direct Connect downloads when the position was a short position on the security.
Fixed an issue not importing accrued interest for bonds when importing OFX/QFX files or using OFX Direct Connect downloads. The accrued interest information is now imported as a separate "Misc. Inv. Expense" transaction.
Fixed an issue creating investment accounts from Direct Connect downloads and the investment account subtype not being set properly.
Fixed an issue where a security's "Yahoo! Symbol" being a blank space would result in the security not attempting a quote download from Yahoo! Finance based on it's regular security symbol.
Fixed an issue when using the "Group Positions by Account" option in the Portfolio view's position tables where an account that was set as "Hidden" and to "Hide Balance" would still have its positions listed.
Fixed an issue causing a crash closing a file's window when the file's data is still loading.
Fixed an issue with the "Possible Duplicate Transactions Found" window not utilizing the full table width for columns.
Fixed an issue with the green recently downloaded transactions indicator icon for accounts in the Account List not being removed when the last recently downloaded transaction is deleted.
Fixed an issue with statement and transaction image windows not displaying PDFs when initially opened.
Fixed an issue where report PDF views could display a blank PDF view initially.
Fixed an issue not being able to delete all historical investment quotes on OS X 10.8 Mountain Lion.
Fixed an issue where setting a transaction filter's transaction type setting could delete a transaction in the program.

New in SEE Finance 0.9.14.4 (Jul 26, 2012)

Additions:
Added the green recently downloaded indicator icons to the Reconcile window's transactions register table
Setting up accounts with OFX Direct Connect downloads now checks entered password lengths against the min and max lengths indicated by the financial institution.
Added a hidden preference to have investment accounts with transactions in currencies other than the account's designated currency to import using their original currency information into separate accounts (email support for details).
Adjustments:
CSV file importing now allows the import of bond, CD and option security types.
Made an adjustment when importing option symbols from imported CSV files, OFX/QFX files and in OFX Direct Connect downloads to clean up white space and remove some unnecessary characters.
Importing option transactions from CSV and OFX/QFX files can now obtain the underlying symbol, maturity date, option type and strike price from the option's symbol when listed in the common option symbol format.
Updated the method of creating dates/times from OFX/QFX files. If the listed date is shown as having GMT as the time zone and zero for the minutes and seconds then the default time of day for the respective date value will be used by the program.
Option payoff charts now use the underlying security's adjusted close quotes when available.
Bug Fixes:
Fixed an issue not properly matching investment positions that contained investment split transactions (specific to versions 0.9.14.2 and 0.9.14.3).
Fixed an issue not picking up "Buy to Open", "Buy to Close", "Sell to Close" and "Sell to Open" for option transactions imported from OFX/QFX files and in OFX Direct Connect downloads.
Fixed an issue in Balances and Investment reports where the proper exchange rates for investment positions in different currencies were not being used.
Fixed an issue in investment accounts where the wrong label was being listed on the balance field when scrolling transactions.
Fixed an issue causing a crash on OS X 10.5 generating PDFs.

New in SEE Finance 0.9.14.3 (Jul 21, 2012)

New in SEE Finance 0.9.14.2 (Jul 20, 2012)

Additions:
Added a General preference that allows you to not display the account balances in the main Account List in the program ("Display Account Balances in Account List"). For situations when you do not want others viewing all your account balances.
Added keyboard shortcut options to the main Account List where you can hold down key combinations to switch the balances to: reconciled balance, unreconciled balance, last known online available balance, last known online ledger balance, available credit (credit card accounts), switching between including early posted transactions in balances, and switching between the investment account cash or total balance. The full list of keyboard shortcuts is available in a separate reference window accessed by selecting "SEE Finance Keyboard Shortcuts" from the Help menu. These are listed under "Accounts".
Added keyboard shortcut options to the main Account List where you can hold down "Command Option i" to clear the green recently imported transactions icons. The same keyboard shortcut applies to removing these icons from individual transactions.
Clicking on a date in a calendar pop-up window now closes the pop-up window.
Adjustments:
Adjustments made to optimize the performance of investment position updating.
Adjusted duplicate transactions check so that a match based on date and amount would not be considered an "Exact" match if the amount is exact, but the date is two days apart.
Bug Fixes:
Fixed an issue with the code signing of the application in OS X 10.5 and 10.6 that caused the program to request authorization for Apple Keychain access for the login credentials of Direct Connect downloads every time a download was performed.
Fixed an issue when setting up Direct Connect downloads or performing a download request where general html connection errors would freeze the program by not removing the download progress indication window (a proper error is now shown).
Fixed an issue where the transaction date selector was not being automatically selected for new transactions.
Fixed an issue converting transaction amounts in imported OFX/QFX files for transactions in currencies other than the account's currency.
Fixed an issue with importing investment transactions for securities in currencies different than the account's designated currency and the created security not having the proper price from the imported file.
Fixed an issue with entering investment transactions for securities in currencies different than the account's designated currency and the created security showing the wrong price (now defaults to zero until updated).
Fixed an issue with setting the price of a security in a positions view that is in a different currency than the Portfolio's designated currency and having the amount not converted properly.
Fixed an issue where the size of the progress indicator window during Direct Connect downloads was too large after the first set of download requests.
Fixed an issue marking the file as having changes if the editing was not ended using the return or Tab key.
Fixed an issue where balances in the Account List could be cutoff when certain fonts are selected.

New in SEE Finance 0.9.14.0 (Jul 6, 2012)

Additions:
SEE Finance is now code signed to be compatible with OS X Mountain Lion's Gatekeeper's option to only allow applications downloaded from "Mac App Store and identified developers".
Added "Create Balance Adjustment Transaction…" feature to the Transactions menu.
Added "List Style" options to the Balances reports. The optional List Styles are "Account List" which is the previously report formatting option and a new "Net Worth" option listing account balance information in a typical net worth format.
Added an "Account" Constraint Item option for Transaction Filters for filtering transactions by account titles.
Added an "Amount" Constraint Item option for Transaction Filters for filtering transactions by amount titles. Amount constraint items only work with "Equal To", "Less Than" and "Greater Than" Constraint options. Amounts are compared based on their absolute values.
Added a rebuild database feature in the File->Database menu.
The recent searches list is now saved between sessions.
Added a Transactions-Importing preference for importing OFX/QFX files to ignore the time of day listed in dates since some institutions do not list time of day information properly.
Added an export option to loan account's amortization schedules (CSV or PDF file exports).
Added an export option to the Balances view table's contextual menu (CSV or PDF file exports).
Added an export option to the Payees view table's contextual menu (CSV or PDF file exports).
Added an export option to the Transaction Types view table's contextual menu (CSV or PDF file exports).
Added an export option to the Categories view table's contextual menu (CSV or PDF file exports).
Added an export option to the Recurring Transactions view table's contextual menu (CSV or PDF file exports).
Adjustments:
Creating a new transaction now resets the transaction date selector's selection (year, month & day) to the first option.
The "Client ID" for OFX Direct Connect download connections is now saved with each file and remains the same when the file is copied or moved (converted to a new file).
No longer not trusting the account balance listed in QIF files when importing accounts from QIF files using the "File Was Created By: Other Financial Institution or Website" (a previous adjustment for errors in iBank created QIF files).
When accepting a possible duplicate transactions check if the option for "Merge Any Declined Imported Transaction's Information Into the Corresponding Existing Transaction Match" is checked then the corresponding existing transaction that was considered a match will appear with the green recently downloaded icon in the transactions register.
Marking a recently imported transaction as reconciled will now remove its green recently downloaded icon in the transactions register.
Changed the "Margin Interest", "Misc. Inv. Expense" and "Misc. Inv. Income" transaction types to no longer affect an investment account's cash balance if it setup as a transfer transaction.
The previous close value for securities is no longer setup initially as the first transaction's price paid. The previous close value for securities not listed on Yahoo! Finance will be cleared.
P/E ratio and EPS listings are now displayed using a generic number formatter instead of using a currency formatter.
Adjusted investment position printouts to include the security name when the security name column is selected in the table in program.
In transaction tables listing investments the "Security" column now lists the security's symbol and name such as "AAPL - Apple Inc.".
Changed report table columns names for transactions from using "Payment" and "Deposit" column names to use "Debit" and "Credit" respectively.
Balance reports using the option to "Show Investment Positions" now include the number of shares and price per share information for each security in printouts and exported CSV files.
Exporting reports and budgets now prompts the user for the save name and location for the file as well as the ability to export the file as a CSV or PDF file.
Exporting investment positions now prompts the user for the save name and location for the file as well as the ability to export the file as a CSV or PDF file.
Exporting investment security lists now prompts the user for the save name and location for the file as well as the ability to export the file as a CSV, QIF, or PDF file.
Exporting transactions into QIF, CSV or TXF files now prompts the user for the save name and location for the file.
Exporting the category list now prompts the user for the save name and location for the file as well as the ability to export the file as a CSV, QIF or PDF file.
Added tool tips to search bar options (Payee, Type, Category, Memo, Amount).
Added an alert when entering a positive amount for a credit card statement's starting balance which indicates the credit card company owes the customer money.
The program now remembers the file download setting for "Save file to a temp location for importing into a SEE Finance account." when downloading files using the account Online view built-in web browsers.
Setting a category's tax code by double clicking the tax code in the tax code window now also sets the category to be tax related.
Updated available currencies.
Bug Fixes:
Fixed an issue with OS X 10.7.4 and importing files from the built-in web browsers and storing the files in a temp location.
Fixed an issue importing transaction amount's incorrectly from Direct Connect downloads, OFX, and QFX files when the transaction amount is not listed in the account's default currency.
Fixed an issue incorrectly handling ampersand, greater than and less than symbols in account user login IDs or passwords in OFX Direct Connect downloads.
Fixed an issue importing multiple OFX, QFX and QIF files on Mac OS X 10.5.
Fixed an issue where the an unconfirmed field edit was not being validated and saved when closing the application or the file's window (E.G. the last field you're in the middle of editing is not being confirmed and saved when closing the file/application if you have not pressed enter or changed fields).
Fixed an issue when setting a transaction's transaction type that has an amount restriction not recording the possible change in the transaction's amount in the database.
Fixed an issue changing a security's Yahoo! Finance Symbol and the program not attempting to download profile information about the company until after the file is closed and re-opened.
Fixed an issue not updating the current banking rates in the Portfolio section.
Fixed an issue not updating quotes for securities listed as ETFs in the program when performing Direct Connect downloads and OFX/QFX file imports.
Fixed an issue not updating investment positions if securities are discovered to have their security types mis-listed based on downloaded information from Yahoo! Finance.
Fixed an issue with short sales of stock showing an inverted gain/loss amount.
Fixed an issue where the Balances column would not be selected by default for transaction register printouts.
Fixed an issue restoring the sorting of top table of transactions of the account in the Reconcile window.
Fixed an issue restoring the last selection of statement transactions between sessions.
Fixed an issue where the transaction type would not be searched in statement searches.
Fixed an issue when setting an account to hide/unhide its balance it would not be removed/added as a selectable option in the current view's list of accounts, payees or categories.
Fixed an issue in Balance reports where security prices in a different currency then the report would could have the currency conversion done twice.
Fixed an issue with progress indicator bar's top and bottom borders being cutoff in the display when performing account Direct Connect downloads.
Fixed an issue validating Transactions menu items.
Fixed an issue with the program's self-updating process incorrectly indicating the update download failed when logged in with a user that does not possess the permission to delete and install the program without having to authenticate as the administrator. Note that updates to the program's self-updating process have a delay in their effectiveness (seen in the following update).

New in SEE Finance 0.9.13.7 (Apr 28, 2012)

New in SEE Finance 0.9.13.6 (Mar 16, 2012)

New in SEE Finance 0.9.13.5 (Feb 4, 2012)

New in SEE Finance 0.9.13.4 (Sep 9, 2011)

New in SEE Finance 0.9.13.3 (Sep 3, 2011)

New in SEE Finance 0.9.13.2 (Aug 11, 2011)

Adjustments:
Holding down "Option a" with a credit card account selected in the accounts list will switch the credit card account balances to display the accounts available credit.
Changed the "Dividend", "LT Cap. Gain", "MT Cap. Gain" and "ST Cap. Gain" transaction types to allow either positive or negative values by default for new files.
Improved QIF file importing of CDs and Bonds.
When importing from QIF files if a transaction is listed as split, but only has information for one split transaction then that split transaction's category and memo will become the overall transaction's category and memo and the single split will be removed. Fixes a fairly common issue with Quicken's "Quick Fill Transactions" creating single line splits.
Importing investment transactions from CSV files will now recognize if the transaction type is "Purchase" and treat it as "Buy".
Adjusted setting up accounts for Direct Connect downloads to not select the option for using Account Discovery by default when the institution does not indicate either way if Account Discovery is an option.
Restricted Citi account downloads to never allow simultaneous requests due to a possible issue with their server returning jumbled account information.
Files will be prevented from closing temporarily if the investment positions are being entered into the database.
Chinese RMB currency now displays with two decimal places.
Bug Fixes:
Fixed a Lion specific issue where the action button in table corners were not being drawn properly depending on the System Preferences General preference for showing scroll bars.
Fixed a Lion specific issue in tables with indicator triangles for expanded information were overlapping values.
Fixed a Lion specific issue importing OFX, QFX, and QIF files into the program by double clicking them in Finder or by dragging them to the application's icon.
Fixed a crash that could occur when importing multiple OFX, QFX, or QIF files at once.
Fixed an issue where the option to import transactions would still run if no accounts were in a file.
Fixed an issue importing an OFX/QFX or QIF file when no account is selected and not being able to select the account for the import to go into.
Fixed an issue getting the correct URL for Direct Connect download connections based on the information contained in the initial profile request.
Fixed an issue deleting payee names and transactions using this payee were not shown to be updated until the file was closed and re-opened.
Fixed an issue when adding categories that have subcategories in budgets after their subcategories have already been added and the totals for earlier added subcategories not being included until the file is closed and reopened.
Fixed an issue loading the tax codes of subcategories.
Corrected a misspelling for the category tax code 653 - "Investment expense, int".
Fixed an issue that caused a crash when deleting some split transactions and when entering split transaction amounts using the pop-up calculators.
Fixed an issue with transaction type restrictions and importing or running filters on transactions and the specified transaction type's amount restriction not being compatible with the transaction's amount.
Fixed an issue with saving split transactions in the database that were created by transaction filters if the transaction that was filtered did not previously have split transactions.
Fixed an issue with transaction filter's transactions that had split transactions added and new values for previously existing splits not being saved properly in the database.
Fixed an issue with report tables not refreshing their display after moving to another view and coming back to the same report.
Fixed an issue in the Balance reports where the market value for a bond, which is based on the common PV of a bond formula, was returning the incorrect value if the reported date was the same day and month as the bond's maturity date.
Fixed an issue causing a crash during investment quote updating.
Fixed an issue printing transactions using a range of dates and the transactions being out of date order.
Fixed a crash in the built-in web browsers and using pop-up windows.
Fixed an issue with the program hanging during launch if there is an invalid internet connection setup.
Fixed an issue with using the space bar to toggle check boxes and the Keyboard preference Full Keyboard Access turned on for "All Controls".

New in SEE Finance 0.9.13.1 (Jul 6, 2011)

New in SEE Finance 0.9.13.0 (Jun 29, 2011)

New in SEE Finance 0.9.12.9 (Feb 3, 2011)

New in SEE Finance 0.9.12.8 (Jan 26, 2011)

New Features:
Added popup windows ability for built-in web browser.
Added preferences for calculator keyboard shortcuts for amount fields and pop-up calculators.
Added preference to enter amounts without needing to enter the decimal symbol.
Added preference to use the return key to select the next editing field.
Added preference to show option position gain/loss based on the underlying security's market price.
Added preferences to set connection timeout interval investment quote download connections and account download connections.
Setting an investment transaction's security symbol will now update the transaction with the security's name if available.
Adjusted investment composition and sector exposure pie chart slices to display titles as well as value and percentage information.
Bug Fixes:
Fixed an issue where a crash could occur when updating quotes for securities listed with improper security types and the self correcting security type correction feature getting stuck in a loop.
Fixed an issue in regions using the comma as the decimal separator could not enter investment transaction prices or number of shares.
Fixed an issue not allow drop down boxes to be selected by clicking the down arrow.
Fixed an issue when entering searches and the field would select the searched value while typing causing the next key stroke to delete the previously entered value.
Preference for showing negative numbers in parenthesis no longer also shows negative numbers with minus sign.
Fixed an issue for users using the preference for showing negative amounts in parenthesis and negative amounts not being abled to be entered.
Adjusted the duplicate check import to reduce match rating if check numbers are not equal.
Locking a transaction will now move focus to the selected transaction table.
Changing an investment transaction's transaction type from a security unit changing transaction type to one that does not affect security units now removes relevant values.
Fixed an issue in the Balance reports not showing the proper number of held shares if the last investment transaction for a particular security was an investment split.
Corrected the overlapping of the progress indication and the Income/Expenses buttons in the Budgets view.
Fixed issue where hidden accounts were still being included in the Balances printouts.
Fixed issue where exchange rates would attempt to download when updating investment positions when the preference to only update exchange rates manually is set.
Fixed issue when changing a category's tax related status would not mark reports as needing to be updated.
Changing the amount of quotes to download preference now alerts users the saved downloaded historical quotes in any open file will be reset.
Changing the amount of quotes to download preference now only deletes saved downloaded historical quotes instead of all saved historical quotes.
Fixed an issue calculating option gains/losses.
No longer deleting investment historical quotes for securities when setting their Yahoo! Finance symbol to one of the not applicable settings.
Fixed issue where the "Edit" and "Graph" buttons were non-responsive in the "Statements" views of credit card and loan accounts.

New in SEE Finance 0.9.12.7 (Jan 13, 2011)

New Features:
Improved VoiceOver support.
Updated most buttons to provide VoiceOver support.
Added VoiceOver descriptive labels to all controls.
Tables with optional columns now have the optional columns menu as part of the table's contextual menu options.
Most tables have a menu for column sorting as part of the table's contextual menu options.
All overall account types (Banking, Credit Cards, etc) now use the file's default currency in the balance listings.
Investment transactions, securities and positions now can have up to six significant decimal digits for prices and shares.
Investment transactions now automatically have their security name updated when it is changed by downloading information and before exporting to files.
Closed positions now show security graphs.
Added placeholder images for transactions, statements, payees, types and categories instead of using the application's icon.
Clicking the Dock icon when application is running without a file open will now attempt to open the most recently used file.
Changing various account specific settings such as Start and End range dates, Hide Closed, Hide Inactive and others now marks the file as having been changed.
Added preference to automatically remove downloaded transactions that have the exact same financial institution unique transaction ID as transactions in the account and they are removed before they are shown in the import window. Otherwise they are shown in the import window and will only be caught as duplicates if the duplicate check feature is turned on.
Improved importing of MS Money QIF files.
Added more columns choices available for CSV file importing.
Improved QIF exporting.
Improved CSV exporting.
Improved TXF exporting.
Added the ability to set amount restrictions on transaction types (for example a custom transaction type can be restricted to only allow negative transaction amounts).
Added ability to increment check numbers by pressing "+" for the next check number and "-" for the previous check number.
Changed table corner button for optional columns to use an action image (gear image).
Made registration codes easier to enter.
Improved self updating process.
Bug Fixes:
Fixed an issue in the Balance reports using zero for the market value of an investment position if the last price paid was zero (such as with a shares in/out transaction) instead of using an available historical quote for that date in time.
Fixed an issue in the Transactions Icon View tables for investment transactions that would not format the numbers of shares for the minimum number of fraction digits.
Fixed an issue changing an account's type/subtype and this causes the account to also have its named changed to have "- 1" appended to it.
Fixed an issue not importing CSV and QIF files for statements if the file extension was in all caps.
Fixed an issue in calculating the running share balance in the transactions table of Single Mutual Fund investment accounts after investment splits.
Fixed an issue not showing cost basis for some closed positions due an error comparing zero.
Fixed an issue where securities without a proper symbol set would still try to request investment quotes.
Fixed an issue not including return of capital amounts in cost basis of closed positions.
Total paid for investment positions is now taken from transaction amounts where applicable (instead of using price paid x shares plus commission).
Fixed an issue where investment transaction's amounts were not being rounded for the account's currency format when the amount was set based on changes in price paid or shares which caused possible minute balance discrepancies.
Fixed an issue not printing out security symbols when printing the Security List and the Watch List.
Selecting to run a filter in the filters view on all transactions now updates investment positions if needed.
Fixed an issue not interpreting multiple ampersands in OFX/QFX files.
Fixed an issue creating investment accounts from OFX/QFX files and downloaded information and issues with the created position adjustment transactions not being adjusted for investment splits.
Fixed an issue downloading transactions and interpreting warnings as errors which improperly blocked the completion of new downloaded information.
Fields now validate editing when moving selection (for example entering an amount and selecting to create a new transaction will validate the currently edited amount before creating the new transaction).
Fixed an issue losing a selection of a field when switching back and forth between the general and security info views when editing investment transactions.
In budgeted categories with subcategories the fixed amount for overall categories is now required to be at least the sum of the fixed amounts of all its subcategories.
Fixed an issue displaying the proper pie chart slice amount for slices with amounts under 5% for some pie charts.
Fixed an issue where default transaction names, types and categories could have their names changed (reset all default names).
Fixed an issue with some fonts being cutoff in tables.
Fixed an issue displaying the proper currency formatter in the recurring transaction's amount field if recurring transactions were in different currencies.

New in SEE Finance 0.9.12.6 (Dec 4, 2010)

New Features:
Added historical quote editing and importing for securities in the "Watch List".
Securities listed with the "Other" security type now attempts to download quote and other information from Yahoo! Finance.
All securities ever held are now kept in the Security List.
Added an option to hide inactive securities from the Security List.
Investment composition and sector exposure pie charts now show symbol and name for individual positions.
Default currency is now initially set based on the system's settings.
Bug Fixes:
Fixed an issue with the built in help files not opening on Mac OS X 10.5.
The QIF file import now recognizes the ScriptIssue investment transaction type (aka investment split).
Fixed an issue where downloaded transactions were not importing transactions that were dated before the requested date (they were pending transactions during the last request). However, some institutions refuse to respond to transaction requests without a least one of the latest transactions regardless of its date and therefore must be selected not to be imported or let it be removed during the duplicate transaction check that occurs after the import.
Fixed an issue causing a crash when deleting some reports.
Fixed an issue allowing categories with blank names being imported through QIF files.
Fixed an issue with the possibility of categories with blank names causing a crash when updating budgets.
Fixed issue listing UK stock indexes in pence instead of pounds.
Fixed an issue not allowing special restricted characters to be deleted from text values in fields except when deleting the whole text value.
Fixed an issue changing investment transaction types from a negative restrictive amount type to a positive restricted amount type and the amount not being updated.
Fixed an issue loading views with the Page Curl transition option.
Investment securities found in QIF files that do not have a list of prices for that security now uses the price paid from the latest transaction for that security.
Fixed an issue importing bond current market price information from QIF files.
Bonds are now compare bond symbols if available.
Fixed an issue changing an account's type to "Loan" and the loan amortization schedule setup window refusing to accept input until it was closed and re-opened.

New in SEE Finance 0.9.12.5 (Nov 27, 2010)

New Features:
Added ability to manually enter and edit investment historical prices (all saved investment historical quotes were deleted for this update).
Added ability to import investment historical prices from CSV and QIF files.
Added ability to export investment historical prices to QIF and CSV files.
Importing accounts from QIF files now also imports historical prices for securities.
Downloading investment transactions or importing investment transactions from OFX/QFX files now updates current market values for securities if the information is available in the download or imported file (also an Investments preference that can be turned on/off).
Improved creating investment accounts from Direct Connect downloads or importing from OFX/QFX files and setting up initial account investment position and starting balance information.
Added option to delete only downloaded investment historical prices in bulk (File menu option) which leaves the manually entered and imported historical prices intact.
Importing transactions now updates the account's shown "Start" and "End" date range as needed to show the newly imported transactions.
Added additional warning when importing QIF and CSV files with suspected incorrectly set date formats for the dates found in the file.
When downloading transactions fails due to invalid account login credentials those login credentials are now removed from Apple's Keychain if applicable.
Added Currencies preference to have currency formatters use parentheses for negative amounts.
Added initial balance date field for when creating accounts manually.
Added pop-up calculators to budget tables for budgeted and fixed amounts.
Added option to delete a loan's amortization schedule setup.
Bug Fixes:
Fixed an issue importing QIF files and categories in investment accounts including tag or class names.
Made an adjustment importing OFX/QFX files to recognize the SUBACCTFUND info for investment specific transactions that indicates the funds for the transaction should not affect this account's cash balance (the transaction gets the account category name for the account it is in).
Made an adjustment to the Category report graph view that when pie charts are selected they automatically switch to positive or negative pie chart values when switching to income or expenses only listings as appropriate.
Fixed issue where the editable fields for manually setting security symbols and prices were not accepting values.
Fixed an issue where the Balance reports would not automatically update if displayed when new investment quotes finish downloading.

New in SEE Finance 0.9.12.4 (Nov 13, 2010)

New Features:
Added option for investment option graphs to switch between the option's historical payoff values and the option's underlying security's historical quotes. The option's historical payoff values are based on the difference between strike price and the underlying security's price on a given date.
Added the ability to list just the Portfolio in the Balances report.
Position listings in the Balances report are now sorted by security symbol.
Added the ability for investment transactions to have the program automatically calculate shares or price paid per share for investment transactions when the transaction amount is set and either the shares or price paid per share is entered.
Exporting of CSV files from reports and budgets no longer exports currency symbols in amount values and instead lists the currency code in an additional column where applicable.
Improved undo/redo handling.
Changed how Total listings are handled in reports. These listings no longer include every value from every account selected and do not repeat listing all transactions in the generated PDF reports.
Added "All Income Categories" and "All Expense Categories", "All Tax Related Categories", "All Tax Related Income" and "All Tax Related Expenses" category selection options to Category reports.
Category reports now save the report's "Income" and "Expense" view selection on a report by report basis.
Added an "All" selection to Category reports in addition to the existing "Income" and "Expenses" viewing options.
Pop-up calculators in amount fields now respond to "a" to enter the current selection's amount.
Added pop-up calculators to table amount field columns where applicable.
Added pop-up calendar date windows to table columns where applicable.
Added ability to press return in edit fields to tab to next field.
Transactions menu options for creating transfer transactions now allows for creating transfers between accounts in different currencies.
Recurring transactions that are also transfers between accounts in different currencies now create both sides of the transfer in each account using the currently known exchange rate for the currency conversion.
Added ability to move more than one transaction at once to another account using the "Transactions" menu option for "Move Selected Transaction(s)…".
Duplicate transaction check now also compares transactions based on check numbers.
Bug Fixes:
Fixed an issue updating investment quotes where the quote update would not finish if a security was not listed with an appropriate symbol on Yahoo! Finance.
Fixed an issue updating investment quotes where a crash would occur occasionally if selecting to restart the quote download or closing the file when the quote download was in progress.
Fixed an issue showing investment option's underlying security information if the option was on something other than a stock such as options on indexes.
Added a check to prevent files saved with newer versions from being opened by incompatible earlier versions (not retroactive, begins with this version).
Changed how Direct Connect download user credentials are saved in Apple's Keychain. Now only one item is saved in Apple's Keychain per connection instead of saving each item (user name, user password and account ID) individually. Removes the old items once they are used again.
When downloading transactions some institutions will never return without at least one transaction regardless of the requested start and end date. Now when downloading transactions any transactions that are outside the requested start and end dates are removed automatically.
Removed alert when creating statements outside the selected date range of shown statements. Now the dates are just automatically adjusted as appropriate for the new statement to appear.
Built in calculator and date pop-up windows now respond to both the return and enter keys.
Fixed issue with pop-up date windows beeping when entering some keyboard shortcuts.
Fixed an issue using the keyboard shortcut to add an hour to dates and it would only use AM time values.
Fixed issue selecting to edit an account and the current account type not being initially selected.
Fixed an issue with the duplicate transactions check when downloading or importing transactions not working properly on some machines.
Fixed an issue with the duplicate transactions check when downloading or importing transactions and matching partial payee names in either the imported transaction or existing transactions. It also now uses case insensitive matching.
Fixed an issue in budgets where if an expense budgeted item had only had income values and a zero fixed amount there would still be a pending amount (vice versa for income categories that only have expense values).
Fixed an issue using the "Semi-Monthly" recurring transaction type and initial start dates in the last half of the month.

New in SEE Finance 0.9.12.3 (Oct 9, 2010)

New Features:
Performance enhancements specific to Mac OS X 10.5 Leopard. For performance reasons it is now required to run in 32-bit mode on computers with Intel processors. Earlier versions of SEE Finance allowed the application to run as a 64-bit on Leopard and some users may need to undo this setting on their computer in order for SEE Finance to run properly again. If the application already successfully opens you do not need to do anything. If the application refuses to open follow the instructions on this link to run SEE Finance in 32-bit mode if you are using Mac OSX 10.5 Leopard.
Improved speed and memory performance when updating investment positions.
Printouts now use word wrap if text wraps to another line.
Added "Pending" column to budget printouts.
Added support for plugins such as Flash in the built in browsers for accounts.
Added ability to adjust which columns are shown in the "Pending Recurring Transactions" table.
Added ability to adjust which columns are shown in transaction tables during importing.
Added exchange rates and update investment quotes menu options to the account list's contextual menu.
Added new setting for importing files that allows users to indicate where the imported file came from. This allows the program to identify if the file came from an untrusted source. Specifically this setting can help identify and correct issues due to invalid exported files from iBank™ and other software and websites.
Added a check on imported files from Xpenser.com that allows users to flip the transaction amounts for transactions since CSV files exported by Xpenser.com lists deposits as negative amounts and expenses as positive amounts all in the same column.
Bug Fixes:
All dates are now saved independent of time zone and daylight savings. Current saved dates are adjusted accordingly and all transaction dates have their time of day reset to noon.
Fixed an issue loading statement transactions from the database.
Improved the recognition of file encodings when importing files.
Fixed an issue handling stock investment splits for short positions.
Fixed an issue updating stock investment positions in the portfolio where the same security is held in multiple accounts and an investment split occurred when the held security was no longer held in one of these accounts when the investment split occurred.
Fixed an issue in printouts for investments where the amounts would not always show four decimal places when appropriate.
Fixed an issue not showing balance amount in opening and closing balance listing in statement printouts.
Fixed an issue where a security type was required to set a filter transaction's security symbol.
Fixed an issue with filters not running on investment transactions that had an investment specific transaction type that was not an investment unit changing transaction type.
Fixed an issue where occasionally changing investment transaction type, category or memo could cause a crash when updating the selected payee's memorized values.
Fixed an issue where Category reports would not allow a change in the report currency.
Fixed an issue in category pie charts where if there were only subcategories with values in the pie chart the amounts would be doubled.
Fixed an issue where subcategories in pie charts could be displayed multiple times for each transaction or report information they represented
Fixed an issue updating the graph for reports when switching to another report that has a different graph type.
Fixed an issue not allowing Category reports that have the "Transactions" list style to print or be exported.
Fixed an issue where transactions in reports were not being shown in their native currency if the report's currency was different from the transaction's currency.
Fixed an issue in Cash Flow reports showing Income and Expenses in the reports native currency if the included accounts were in a different currency than the report's currency.
Fixed a crash in the Balance reports due to an endless loop specific to reports with bonds and the program running on Mac OS X 10.5.
Fixed crash in reports due to changing the preference for printout font, font size, or colors.
Fixed some issues related to running the program in 64-bit mode.
Fixed an issue in the budgets where a transaction with an expense category that had a positive amount would be included in the values of "Untracked Income" instead of being included in the values of that expense category.
Adjusted budgets to require budgeted amounts for categories that have subcategories that are also included in the budget to have a budgeted amount of at least the sum of the budgeted amount for all the subcategories.
Fixed an issue in the budgets where if a subcategory was not included in the budget, but its parent category was the values for the subcategory were being included in both its parent category and the untracked listing
Fixed an issue with formatter colors in budgets when using custom positive and negative formatter colors.
Fixed an issue in budgets where if there was not a budgeted amount, but an actual amount the monitor bar was not displaying.
Made an adjustment for importing CSV files in order to properly set amounts as negative amounts when the imported CSV file uses only one column for transaction amounts and all the amounts are listed as positive values with their deposit/withdrawal status indicated by a separate transaction type column.
Fixed an issue where after rearranging account types and selecting to edit or hide/show accounts would undo the arrangement of the accounts until the file was reopened.
Removed the invalid "Customize Toolbar" option from the "Window" menu since there is no toolbar.

New in SEE Finance 0.9.12.2 (Sep 19, 2010)

New in SEE Finance 0.9.12.1 (Sep 16, 2010)

New in SEE Finance 0.9.12.0 (Sep 15, 2010)

New Features:
New and improved reports with different options for viewing reports results in tables, PDF views and graphs.
Added PDF view to reports (PDFs are based on WYSIWYG from selected columns in the tables).
Reports can now hide/show report details or results (Command 3 raises results, Command 4 lowers details).
Revised Balance reports with options to view historical account cash and investment position values compared to desired time intervals.
Added line graph option to Balance reports.
Revised Custom reports which are now called Category reports.
Added Cash Flow reports.
Added Payee reports.
Added Transaction Type reports.
Added Memo reports.
Improved pie charts with the ability to select pie slices and view their underlying components where applicable.
Added bar chart options to reports.
Added a pop up calculator option to amount fields (activated by pressing "=").
Added shortcut keys to date pickers.
Added keyboard shortcuts to select previous and next transactions (Command up and Command down).
Improved autocompletion for category entry. For example "a-f" would select "Auto - Fuel".
Added ability to set a custom tab order for the transaction "Edit" view fields for each account type (accessed through the Transactions menu).
Improved transaction printing (added two line printout option and more WYSIWYG).
Added ability to print the Balances listing.
Added ability to print loan amortization schedules.
Added ability to print the Payee list.
Added ability to print the Transaction Type list.
Added ability to print the Category list.
Added ability to print investment positions (prints position components if one is showing its position components).
Added ability to export investment positions to CSV files (exports position components if one is showing its position components).
Historical quotes downloaded for investment positions are now saved in the file's database.
Added Investments preference for the number of years of historical quotes to download and save in the database.
Historical quotes downloaded for investment positions can be deleted by selecting "Database" and then "Delete All Investment Historical Quotes" from the "File" menu.
Added proper handling of investment Return of Capital transactions.
Added levels to investment portfolio overview composition and sector exposure pie charts (can click into the pie chart slices to find the positions if there are not any short positions).
Added preference to order same date transactions by order they were entered or by credits then debits by magnitude.
Added the ability to hide account overview details in individual account's "Overview" views allowing for larger graphs and tables (raise/lower using Command 4).
Added ability for tables to have columns not spanning the whole table's width.
Added ability to reset saved table column information in the General preferences.
Adjusted split transactions to add another split if the last split's amount is changed from the auto-calculated amount.
Locking transactions now confirms any current editing of a transaction value.
Creating new statements now uses the last statements date and ending balance for the next statements start date and starting balance.
Adding transactions between the reconcile transactions and statement transactions tables keeps the original reconciled status.
Better handling of imported files and matching the file's encoding properly.
Added ability to create accounts by importing multiple OFX/QFX or QIF files at once.
Added ability to import transactions from multiple OFX/QFX files at once.
Added ability to import a single OFX or QFX file that contains info for multiple accounts and allowing to import into each separate account at the same time.
Added ability to switch the payee and memo columns when importing or downloading OFX and QFX files.
When importing transactions and the setting "Mark Imported Transactions as Reconciled" is checked and duplicates are found for imported transactions it will mark existing transactions as reconciled if they were an exact or high match for an imported transaction that was not selected to be imported.
Subcategories without an image now inherit the image of parent.
Subcategories without a color now inherit the color of parent.
Added Activated column to recurring transactions table.
Added ability to edit recurring transactions for date and amount when presented in the Pending Recurring Transactions window.
Added check number columns to duplicate check window tables.
Added Keyboard Shortcuts window accessed through the application's Help menu.
Improved file loading speed and general performance enhancements.
Performance improvements specific to Mac OS X 10.5.
Bug Fixes:
Fixed an issue using time zones in Direct Connect connections not being accepted by institution servers (uses dates converted to EST).
Fixed an issue importing OFX/QFX files when they do not contain unique IDs which caused issues with them mistakenly being marked as duplicates.
Fixed an issue downloading multiple accounts from the same institution.
Transactions downloaded or imported using OFX or QFX files now uses time setting from files if available.
Fixed an issue printing items and not fitting all the columns on a single page when appropriate.
Fixed an issue with budgets using a range of dates and monthly values being rounded inaccurately.
Fixed issue where budget values were not showing proper colors for the performance bar indicators.
Fixed handling of reinvestment transactions in reports to be counted as income.
Fixed an issue creating a recurring transaction from a current transaction and the new recurring transaction not being selected in the recurring transactions list.
Fixed an issue making a recurring transaction from an existing split transaction and the splits not being saved for the new recurring transaction.
Fixed an issue create recurring transaction from existing transaction with split transactions and the splits not being saved in the database for the new recurring transaction.
Fixed an issue drawing pie chart labels.
Fixed an issue calculating values for multiple holdings of the same option.
Fixed improper handling of loan recurring payments having offsetting values for interest and other payments as split transactions in the loan's payment (no longer uses split transactions for payments and attempts to correct past transactions based on the loan's current setup).
Fixed an issue updating exchange rates and losing the account's selected transaction.
Fixed sorting of payee and category names to sort account specific names alphabetically.

SEE Finance Changelog

What's new in SEE Finance 2.3.0

New in SEE Finance 2.2.3 (Dec 28, 2021)

New in SEE Finance 2.2.2 (Oct 29, 2021)

New in SEE Finance 2.2.0 (Nov 15, 2020)

New in SEE Finance 2.1.6 (Jul 1, 2019)

New in SEE Finance 2.1.4 (Jun 11, 2019)

New in SEE Finance 2.1.3 (Jun 3, 2019)

New in SEE Finance 2.1.2 (May 26, 2019)

New in SEE Finance 2.1.1 (May 26, 2019)

New in SEE Finance 2.1.0 (May 22, 2019)

New in SEE Finance 2.0.8 (Jan 20, 2019)

New in SEE Finance 2.0.7 (Jan 20, 2019)

New in SEE Finance 2.0.6 (Sep 28, 2018)

New in SEE Finance 2.0.5 (Mar 9, 2018)

New in SEE Finance 2.0.3 (Jan 11, 2018)

New in SEE Finance 2.0.2 (Dec 23, 2017)

New in SEE Finance 2.0.1 (Dec 15, 2017)

New in SEE Finance 1.1.11 (Oct 19, 2017)

New in SEE Finance 1.1.10 (Jul 28, 2017)

New in SEE Finance 1.1.8 (May 23, 2017)

New in SEE Finance 1.1.7 (May 2, 2017)

New in SEE Finance 1.1.6 (Apr 29, 2017)

New in SEE Finance 1.1.5 (Apr 27, 2017)

New in SEE Finance 1.1.4 (Feb 16, 2017)

New in SEE Finance 1.1.3 (Feb 16, 2017)

New in SEE Finance 1.1.2 (Dec 22, 2016)

New in SEE Finance 1.0.11 (Sep 1, 2016)

New in SEE Finance 1.0.10 (Aug 5, 2016)

New in SEE Finance 1.0.9 (May 11, 2016)

New in SEE Finance 1.0.8 (Mar 11, 2016)

New in SEE Finance 1.0.7 (Mar 10, 2016)

New in SEE Finance 1.0.6 (Nov 5, 2015)

New in SEE Finance 1.0.5 (Aug 5, 2015)

New in SEE Finance 0.9.18.0 (Jul 17, 2015)

New in SEE Finance 0.9.17.6 (May 14, 2015)

New in SEE Finance 0.9.17.5 (Apr 17, 2015)

New in SEE Finance 0.9.17.4 (Feb 27, 2015)

New in SEE Finance 0.9.17.3 (Nov 10, 2014)

New in SEE Finance 0.9.17.2 (Nov 7, 2014)

New in SEE Finance 0.9.17.1 (Sep 6, 2014)

New in SEE Finance 0.9.16.1 (May 31, 2014)

New in SEE Finance 0.9.16.0 (Apr 23, 2014)

New in SEE Finance 0.9.15.0 (Feb 4, 2014)

New in SEE Finance 0.9.14.16 (Jan 4, 2014)

New in SEE Finance 0.9.14.15 (Dec 14, 2013)

New in SEE Finance 0.9.14.14 (Dec 6, 2013)

New in SEE Finance 0.9.14.13 (Nov 2, 2013)

New in SEE Finance 0.9.14.12 (Oct 25, 2013)

New in SEE Finance 0.9.14.11 (Oct 5, 2013)

New in SEE Finance 0.9.14.10 (Aug 1, 2013)

New in SEE Finance 0.9.14.9 (Jun 27, 2013)

New in SEE Finance 0.9.14.8 (May 15, 2013)

New in SEE Finance 0.9.14.7 (Mar 16, 2013)

New in SEE Finance 0.9.14.6 (Feb 28, 2013)

New in SEE Finance 0.9.14.5 (Sep 27, 2012)

New in SEE Finance 0.9.14.4 (Jul 26, 2012)

New in SEE Finance 0.9.14.3 (Jul 21, 2012)

New in SEE Finance 0.9.14.2 (Jul 20, 2012)

New in SEE Finance 0.9.14.0 (Jul 6, 2012)

New in SEE Finance 0.9.13.7 (Apr 28, 2012)

New in SEE Finance 0.9.13.6 (Mar 16, 2012)

New in SEE Finance 0.9.13.5 (Feb 4, 2012)

New in SEE Finance 0.9.13.4 (Sep 9, 2011)

New in SEE Finance 0.9.13.3 (Sep 3, 2011)

New in SEE Finance 0.9.13.2 (Aug 11, 2011)

New in SEE Finance 0.9.13.1 (Jul 6, 2011)

New in SEE Finance 0.9.13.0 (Jun 29, 2011)

New in SEE Finance 0.9.12.9 (Feb 3, 2011)

New in SEE Finance 0.9.12.8 (Jan 26, 2011)

New in SEE Finance 0.9.12.7 (Jan 13, 2011)

New in SEE Finance 0.9.12.6 (Dec 4, 2010)

New in SEE Finance 0.9.12.5 (Nov 27, 2010)

New in SEE Finance 0.9.12.4 (Nov 13, 2010)

New in SEE Finance 0.9.12.3 (Oct 9, 2010)

New in SEE Finance 0.9.12.2 (Sep 19, 2010)

New in SEE Finance 0.9.12.1 (Sep 16, 2010)

New in SEE Finance 0.9.12.0 (Sep 15, 2010)

New in SEE Finance 0.9.11.0 (May 29, 2010)

New in SEE Finance 0.9.10.0 (Mar 17, 2010)