What's new in KMyMoney 5.0.5
Jul 12, 2019
- 352029 Tag not shown in ledger if only an category is set
- 393752 Budgeted vs. Actual report: Budgeted values broken if ticks selected to Bi-Monthly, Quarterly or Yearly
- 402672 Can't edit loan account with institution of "Accounts with no institution assigned"
- 405206 OFX import targets the wrong account
- 407021 Show hidden accounts
- 407422 Invalid online statement balance shown
- 407800 21st June 2019 shows as non-processing day when holiday calendar is configured
- 407902 KMyMoney crashes in LEAP15.1
- 407982 Categories with different currencies, no more rate
- 408026 Crash during CSV import
- 408205 Merging payees results in error and data loss if payee is in matched transaction
- 408494 AqBanking File Import does not allow to select account
- 409098 Gnucash importer ignores the accounts currencies
- 409428 Converted amount not entered into exchange rate editor
New in KMyMoney 5.0.4 (Apr 23, 2019)
- 368159 Report Transactions by Payee omits transactions lacking category
- 390681 OFX import and unrecognized tag
- 392305 Not all Asset accounts are shown during OFX import
- 396225 When importing a ofx/qif file, it does not show me all my accounts
- 396978 Stable xml file output
- 400761 Cannot open files on MacOS
- 401397 kmymoney changes group permissions
- 403745 in import dialog, newly-created account doesn’t appear in pulldown menu
- 403825 Transaction validity filter is reset when re-opening configuration
- 403826 Transactions without category assignment are not shown in report
- 403885 Buying / selling investments interest / fees round to 2 decimal places even when currency is to 6 decimal places
- 403886 No way to set/change investment start date in investment wizard
- 403955 After an action, the cursor returns to top of page and does not remain in a similar position to when action was started
- 404156 Can’t select many columns as memo
- 404848 Crash on “Enter Next Transcation”
- 405061 No chart printing support
- 405329 CPU loop reconciling if all transactions are cleared
- 405817 CSV importer trailing lines are treated as absolute lines
- 405828 Budget problems
- 405928 Loss of inserted data in transaction planner
- 406073 Change of forecast method is not reflected in forecast view
- 406074 Unused setting “Forecast (history)” for home view
- 406220 Crash when deleting more than 5000 transactions at once
- 406509 “Find Transaction…” dialog focus is on “Help” button instead of “Find”
- 406525 Subtotals are not correctly aggregated when (sub-)categories have the same name
- 406537 Encrypted file cannot be saved as unencrypted
- 406608 Custom report based on Annual Budget incorrectly getting Actuals
- 406714 Home view shows budget header twice
New in KMyMoney 5.0.3 (Jan 28, 2019)
- 403068 Storing and loading customized information reports in XML is totally broken
- 347685 Transaction contains erroneous *** UNASSIGNED *** in Tags view if no payee is given
- 392684 Unable to remove Payee from transactions
- 396831 5.0 Version – Crashes when importing OFX/QFX File Using Firefox
- 397467 Closed accounts are removed from a historical report each time the report is changed
- 398919 Display schedule transactions with planned post date
- 399260 title of report is truncated in graph view
- 400628 Error Attempting Backup to Samba share – Windows 10
- 400820 KMyMoney crashed when clicking on Forecast>Chart
- 401080 Cumbersome opening of multiple reports
- 401144 Price in exponential format is not interpreted correctly
- 401448 Windows build is broken – ‘_isinf’: identifier not found
- 402101 Allow to reuse check numbers
- 402120 “Pay to” field gets auto filled from previous transaction even if cleared manually
- 402195 CSV importer: Opposite signs option not read from banking profile
- 402200 EnterSchedule dialog too narrow
- 402302 Saving confirmation asked even for unfilled operation
- 402501 Check/transaction number not imported via CSV plugin
- 402534 DB password doesn’t apply while trying to save
- 402547 Unable to save data to database in presence of online jobs
- 402694 in remove shares transaction field tab order sticks in number of shares field
- 402699 Unknown account id mymoneystoreagemgr.cpp:142
- 402708 Division by zero errors in investement reports
- 402750 Rounding problems with stock split factor cause crashes and errors
- 402783 Transaction editor is not reset
- 402794 Automatic category assignment does not respect tax assignment
- 402814 Initial state of “View/Show all accounts” is not correct
- 403039 The Interest pull down field missing when trying to enter income transaction in Investment ledger
- 403156 Cmake fails on Fedora 28 looking for LibAlkimia and Qt4 Core and DBus
- 403529 assigned TAG isn’t shown up in scheduled transaction configuration
- 403565 Crash when importing qif
- 403608 SaveAs defaults to “wrong” file path
- 403617 The currency New Kwanza Angolano has been replaced
New in KMyMoney 5.0.2 (Nov 8, 2018)
- 283784 when using the ‘amount entry widget’ in the ledger view, it hangs off the screen
- 340244 Update the documentation screenshots
- 340902 Saving anonymous file loses relation between investment accounts and brokerage accounts
- 343878 investment account does not have key value pair for lastImportedTransactionDate
- 344409 User is asked to create a new category in splits table if change is aborted
- 368190 “Update Stock and Currency Prices” doesn’t work when base currency is South Korean Won(KRW)
- 385180 investactivities.cpp: 8 * Redundant condition
- 390750 Entering fees in Investment account (ie broker fee) doesn’t appear with transaction
- 391251 Double free or corruption when creating a new asset account.
- 392110 Missing 2 .h files in /usr/include/kmymoney
- 392372 5.0.1 is shown as 5.0.0 in splash screen and about dialog
- 392407 Home page Net Worth Forecast Not correct
- 392477 Cannot create new investment
- 392519 Reports Configure dialog uses a “Find” button instead of an “Apply” button.
- 392603 OFX – Mapping Account – Last Update Change causing Update Account greying – Online Settings disappears
- 392735 Crash on viewing or trying to add data into any account
- 393168 [Patch] Fix working week in 5.x/master
- 393752 Budgeted vs. Actual report: Budgeted values broken if ticks selected to Bi-Monthly, Quarterly or Yearly
- 394384 MySQL connection error with dbname “KMyMoney”
- 394394 problems adding securities to investment accounts
- 395025 csv writer generates invalid file in case field delimiter is used in any field
- 395040 CSV Export of Investment Accounts does not issue transactions on non-English kmymoney installations
- 395100 Last selected view
- 395291 KMyMoney gitt head master, crash on opening any account
- 395459 Ledger Input: Category Field
- 395985 QIF Export manually typing file path adds .qif after every character
- 396174 Cannot create new investment
- 396405 Last digit of date field is obscured by “details column” in ledger view
- 396759 CSV: ordering of buttons when finishing wizard
- 396886 Online Banking Behavior Change Since 4.8
- 396987 Payee “Suggest a category” does not work
- 397020 Opening dates in “all dates” plot
- 397021 Net worth does not appear
- 397023 Default color of imported transaction in the ledger
- 397025 Kmymoney version in help menu, splash screen and apt are different
- 397436 Net worth forecast graph in new file shows formatting problem
- 397457 double clicking in ledger activates edit, but does not select transaction clicked on
- 397675 cannot connect to kmysql database because of prepended slash
- 97824 Limit in number of securities
- 398168 écran d’accueil
- 398394 Account information report crashes
- 398409 KMyMoney does not prompt for password when connecting to database
- 399244 KMyMoney does not work properly when changing from one file to another
- 399309 “show balance chart” does not show 3 months forecast in the future anymore
- 399378 Unable to Update Prices
- 399673 importer file selector does not show QIF files and does not remember last import directory
- Here are some of the new improvements found in this release:
- 396797 Online web source “KMyMoney Currency” does not support price pairs without decimal
- Speedup loading of home page
- KDE binary factory builds for MS-Windows installer
- Add color coding of pos/neg amounts for ‘posted value’ column
- Fix online credit transfer creation
- Some features have been moved to plugins so that they can be turned off if unused
- Provide correct version information for all shared object files
- Improved handling of “Save as…” logic
- Allow to add a timezone offset for OFX import on account basis
- Moved GPG key handling to XML plugin
- Accounts can now take a URL for direct access of the online banking web-site
- Support more than one online banking provider during update
- Added option to keep linebreaks in memo of AqBanking transaction imports
- Remove reference to online balance when unmapping account
- Added feature to make DB password visible during input
New in KMyMoney 5.0.1 (Mar 19, 2018)
- Bug fixes:
- 390264 Clicking autocomplete entry crashes application
- 350850 Kmymoney does not open multiple files correctly
- 377760 Cannot turn off Outbox tab in 4.8.0.
- 390042 can't change ledger sort options in configure dialog
- 390176 File/backup give mount/unmount error, even if "mount" is not checked
- 390232 Don't add new payee from new operation panel
- 390627 QIF Import filter fails
- 390657 Huge gap in report display screen
- 390658 Crash > Tools > Currencies
- 390834 Scheduled transactions: "Enter next transaction" should be available in ledger
- 390873 dollar symbol appears after amount
- 390967 quantity in Investments view should be right-justified
- 391048 Pre-Fill dialog missing
- 391249 Show tip of the day
- 391453 Displaying the ledger without an account having been selected displays a closed account
- 391733 Startup WM Class is wrong
- 391770 CSV importer ignores last line if not followed by a newline
- 391773 Context does not change to ledger view from the find transaction dialog
- 390178 After completing reconcile, Statement/Cleared/Balance show reconcile amounts, not account amounts
- 390406 switching from Investments page to Ledgers always shows same stale closed account ledger
- 390593 Clearing ledger search box doesn't return to the previous position
- 390249 Ctrl+Shift+Space shortcut no longer available
- 390467 Save as defaults to encrypted with no way to not encrypt
- 391961 Home page Net Worth Forecast Y axis starts at 0
- Improvements:
- Remove old locolor icons
- Install local icons in the local datadir
- Fix icon presentation of our own icons
- Fix build with QtWebEngine
- Enable investment actions when appropriate
- Ledger search box now supports the account hierarchy character ":"
- Enable calculator tool button
- Allow CSV importer to deal with Feb 30th
New in KMyMoney 4.8.0 (Jun 16, 2016)
- Added support for online SEPA transactions
- Added support for import from Weboob
- Improved payee matching when importing transactions
- Supports AqBanking versions 5.5.0 or later
- Updated Brazilian account templates
- When an account cannot be closed, a tooltip explains the reason
- Categories no longer have opening date, which caused annoying errors both during input and while running the consistency check
- Do not inadvertently modify start date of schedules
- Solved rounding problems causing reconciliation to fail and investment transaction to show missing assignments of 0.00
- Fixed some annoying consistency check errors
New in KMyMoney 4.7.2 (Apr 29, 2015)
- fix a crash in the transaction split editor
- added the monetary symbol of the Turkish lira
- matching restrictions on an already imported transaction were removed
New in KMyMoney 4.7.1 (Nov 1, 2014)
- fix ledger context menu triggering with multiple selection on Windows
- fix setting all amounts to zero while editing multiple transactions
- zero valued transactions can be entered again just like in 4.6.x
- fix the currency conversion dialog for really big/small conversion rates
- fix investment transaction unassigned value errors in some cases
New in KMyMoney 4.6.2 (Feb 5, 2012)
- OFX files with UTF-8 data can now be imported correctly
- Fix displaying the 'Enter/Skip schedule' action icons in the homepage on Windows
- Fixed the initial size of the schedule entry dialog in some use cases
- Fixed a hang in reports in some scenarios
- Fixed some Finance::Quote related problems on Windows
- Allow editing the memo of multiple transactions
- Fix schedule handling
- Make the QIF import on Windows usable
- Fix GnuCash file import
- Improve item navigation using the keyboard
- Scheduled transactions can now be correctly skipped or ignored when automatic entry is enabled
- Fix the budgets that somehow still reference invalid accounts
New in KMyMoney 4.6.1 (Nov 8, 2011)
- This release contains several fixes, including three fixes for crashes.
New in KMyMoney 4.5.3 (Feb 14, 2011)
- Improve performance with investment account balance calculation
- Switch to AqBanking5
- Don't select the character that starts the split editor #263319
- Support "Gielda Papierow Wartosciowych" as price source #261803
New in KMyMoney 1.0.3 (Feb 18, 2010)
- The KMyMoney development team is pleased to announce a major step forward for what has been described as
- "the easiest personal money tool out there", with the availability of a new stable release, version 1.0.3.
- This is a maintenance release which fixes a few bugs that have been reported and has some updated translations.
New in KMyMoney 1.0.2 (Oct 5, 2009)
- This is a maintenance release which fixes a few bugs that have been reported and has some updated translations.
New in KMyMoney 1.0.1 (Sep 27, 2009)
- This is a maintenance release which fixes a crash when creating credit card and loan accounts.
New in KMyMoney 1.0.0 (Aug 20, 2009)
- A new look and feel, and a new set of icons
- Added investment price reports, investment moving average price
- Added GUI option for expert mode
- Improved scheduled occurrences support
- Improved support for CMake
- Improved text filter for transactions
- Improved charts look and feel
- Improved DB support and performance
- Improved QIF and OFX support
- Updated documentation
- Updated translations
- A lot of bug fixing and polishing rough edges to make this an outstanding release
New in KMyMoney 0.9.2 (Feb 24, 2009)
- Multiple improvements and enhancements to HBCI and OFX
- import, including matching and error handling, among
- others
- Added OFX support for money market accounts
- Added PGP encryption support for more than one key
- Added new reports: Forecast, Schedule Information, Account
- Information, Loan Information, and Reconciliation
- Added hierarchy management to New Account wizard
- Added translations: Swedish, Simplified Chinese, Turkish,
- Romanian
- Added initial support for CMake compilation
- Allow creation of additional Equity accounts and editing of
- Equity transactions
- Allow direct editing and entering of schedules from Home page
- Allow entering viewing and entering schedules on the Ledger View
- Improved home page layout and added more information to
- Financial Summary and Payments
- Improved calculation of returns and multiple currencies in
- investment reports
- Improved investment transaction and online update dialog
- Improved layout of Forecast View
- Improved DB backend, though still in testing phase
- Improved documentation and README files
- Lots of code cleanup
- Updated translations: Argentinian, German, Dutch,
- Portuguese, Brazilian, Italian, French, Spanish
- Many bugfixes in multiple areas: categories, search,
- ledger, reports, keyboard navigation, calculator, budgets,
- import, schedules, accounts, loans
- New Features:
- - Charts. Many of the reports produced by KMyMoney may now be displayed in chart form. Line, bar,
- stacked bar, pie & ring charts are supported where appropriate.
- - Budgets. A new budget feature allows you to specify your future expectations of income and expenditure,
- and then to compare your actual performance against these. You can use your historical data to
- have KMyMoney create a basic budget for you. Budget reports can be displayed as charts if desired.
- Monthly budget overruns can be displayed on your home page, but can be removed if you find it
- too depressing.
- - Forecasts. A forecast can be produced of the future balances of your critical accounts,
- based either on regular scheduled transactions or your historical data. (Sadly, we are unable
- to accurately predict the future value of your investments!). Forecast charts based
- on historical data are under development.
- Major Enhancements:
- Many enhancements have been made to existing functionality, to improve your user experience.
- Among the foremost of these are the following:
- - New 'wizards' have been produced to simplify the setting up of new accounts, and complicated
- situations such as loans and mortgages. One wizard in particular will guide first time users
- through the setting up of their new file, and template lists of frequently-used accounts
- and categories are supplied, often tailored to nationality.
- - Several new options have been provided to enable you to configure KMyMoney to your personal requirements.
- - Defunct accounts may now be marked as closed, so that they no longer clutter up your screens,
- though they are still available for viewing if required.
- - The views of the various ledgers have been revamped to provide better performance, and more
- facilities for sorting and searching transactions, including a 'quick search' option.
- A new multiple transaction selection function will allow you to do some 'bulk' changing of transactions.
- - A new, more comprehensive, transaction autofill facility, based on payee name, has been introduced.
- - Deletion of 'non-empty' payees and categories is now allowed, with the transactions
- being re-assigned as required.
- - Changes have been made to simplify the entry and maintenance of your regular scheduled transactions.
- - Some new reports have been added, new levels of detail have been included, and many of them
- have also been made more configurable. There are also been a number of fixes related to
- multi-currency reports.
- - Warning messages can be displayed if the balance on an account exceeds, or falls below, a given value.
- - A summary of all your accounts can be seen in the home page, including current net worth,
- income and expenses, and the total scheduled income and expenses for current month.
- - If you use OFX or HBCI for online banking, your setup has been made easier, and a manual
- transaction matching facility should simplify reconciliation of your downloaded
- statements. There is support for new versions of AqBanking and libofx, providing more
- flexibility and reliability.
- - And, not least of all, new artwork and cosmetic enhancements may make your usage
- of the product easier and, we hope, more pleasurable.
- Coming along:
- Work on provision of the ability to store your financial data in one of the popular relational databases
- is in an advanced state. It was only withheld from this release pending some performance improvements.
- As mentioned above, work on providing more comprehensive budgetting and forecasting features is also under way.
- Translations:
- Some translations of some of the texts and messages used in this release into languages other
- than English are already available. See the 'Help make a translation' link at
- http://kmymoney2.sourceforge.net/index-devel.html for details of progress on this.
- (The status of this release will be roughly similar to that of HEAD.)
- If you have some fluency in any of the languages which are not yet translated, or which have
- a low percentage of completion, your help would be welcomed. No great technical expertise is
- required, though a knowledge of personal finance terminology would obviously be useful. Initial
- contact should be made to the developer mailing list, see below.
- Technical Issues:
- This release is still dependent on versions 3 of the KDE Desktop Environment and the Qt toolkit.
- Though it has been known to work in a KDE4 environment, the development (for building from source code)
- and runtime versions of these products must also be installed.
- Some caveats:
- Once you have updated your file and saved it under the new release, it may still be possible
- to read it under the older, 0.8, versions, but this is not guaranteed. Hence the warning above,
- to preserve a backup of your current file.
- If you are currently running a 0.8 version of this product which you built from source code ('cvs'),
- it is highly advisable to uninstall it ('make uninstall', 'make clean') before installing this release.
- Bugs and Problems:
- We are eager for as many people as possible to help us by reporting any problems or bugs
- which may be encountered in this release. Please report them either to the developer mailing list at
- [email protected], or via the 'Report a bug' link at http://kmymoney2.sourceforge.net/index-devel.html.
- The developer list can also be used for any offers of help in documentation, translation or programming.
- We thank you all for your support.
New in KMyMoney 0.9.2 (Sep 13, 2008)
- Multiple improvements and enhancements to HBCI and OFX
- import, including matching and error handling, among
- others
- Added OFX support for money market accounts
- Added PGP encryption support for more than one key
- Added new reports: Forecast, Schedule Information, Account
- Information, Loan Information, and Reconciliation
- Added hierarchy management to New Account wizard
- Added translations: Swedish, Simplified Chinese, Turkish,
- Romanian
- Added initial support for CMake compilation
- Allow creation of additional Equity accounts and editing of
- Equity transactions
- Allow direct editing and entering of schedules from Home page
- Allow entering viewing and entering schedules on the Ledger View
- Improved home page layout and added more information to
- Financial Summary and Payments
- Improved calculation of returns and multiple currencies in
- investment reports
- Improved investment transaction and online update dialog
- Improved layout of Forecast View
- Improved DB backend, though still in testing phase
- Improved documentation and README files
- Lots of code cleanup
- Updated translations: Argentinian, German, Dutch,
- Portuguese, Brazilian, Italian, French, Spanish
- Many bugfixes in multiple areas: categories, search,
- ledger, reports, keyboard navigation, calculator, budgets,
- import, schedules, accounts, loans