My Money 2.0.78 - Changelog

What's new in My Money 2.0.78:

April 28th, 2012

· Bug fixes

What's new in My Money 2.0.77:

March 17th, 2012

· Fixed OFX balance generation issues when exporting data
· Added Automated Bug Submission in MyMoneyLive
· Added Portfolio rebalancing in Investments
· MyMoneyLive Beta Build #2

What's new in My Money 2.0.76:

February 26th, 2012

· Fixed American Express OFX synchronization issues
· Fixed dropbox syncronization issues
· Fixed Mac OS X Lion compatibility issues
· MyMoney bug fixes

What's new in My Money 2.0.74:

December 19th, 2011

· MyMoneyLive WebUI released to closed beta
· Bug Fixes

What's new in My Money 2.0.73:

October 24th, 2011

· MyMoneyLive: added Register and Accounts Manager for the web
· Bug Fixes

What's new in My Money 2.0.72:

September 26th, 2011

Added Refactoring commands for Quick Edit:
· Find all unused Payees
· Remove them
· MyMoneyLive: added APIs for the web version
· Bug Fixes

What's new in My Money 2.0.71:

August 29th, 2011

· Investments: Changed handling of imported data so the unit prices are adjusted to match broker reported transaction totals
· MyMoneyLive: added APIs for the web version
· Bug Fixes

What's new in My Money 2.0.70:

July 25th, 2011

· Fixed handling of Citi Bank generated OFX data
· Fixed ticker resolution for some Italian issues
· Fixed Google Finance sync issues
· Bug Fixes

What's new in My Money 2.0.69:

June 19th, 2011

· Added support for Amazon.com App store
· Bug Fixes

What's new in My Money 2.0.68:

May 10th, 2011

· Bug fixes

What's new in My Money 2.0.67:

April 5th, 2011

· Added 2 way sync with Google Finance
· Bug Fixes

What's new in My Money 2.0.66:

February 21st, 2011

· Added user defined reports
· Fixed incorrect position resolution for a given CUSIP
· Porfolio Analyst released to beta
· Bug Fixes

What's new in My Money 2.0.65:

January 17th, 2011

· Fixed OFX connection issues for MorganStanley SmithBarney brokerages
· Fixed refactoring logic for Categories and Sub Categories
· Fixed downloading of bank transactions marked as XFR/XFER
· Updated database engine to the latest version (Apache Derby 10.7.1.1)
· Bug Fixes

What's new in My Money 2.0.63:

November 22nd, 2010

· Added new Search functionality: Search by Amounts, Payees, Categories
· Added End of the Calendar/Business Month to Date Ranges
· Fixed Monthly Memorized Transactions
· Fixed application hanging in Account Forecasts
· Bug Fixes

What's new in My Money 2.0.60:

September 13th, 2010

· Microsoft Money Imports: Transactions with Missing Payees are allowed to go through
· Fixed issue with Transaction Dates reset after Split Adjust Dialog
· Added new Date Range options
· Added Font customization for Checks and Deposit Slips
· Added Maximum Balance visualization
· Added Account sparkline visualization

What's new in My Money 2.0.56:

June 12th, 2010

· Added Amount tolerance to Data Matching algorithm
· Expanded (to 18) sources for Historical Stock Prices
· Fixed locale conversions in Investment dialogs
· Added parsing of 401k Positions
· Added Portfolio Summary system report
· Updated Spanish translation

What's new in My Money 2.0.55:

May 15th, 2010

· Major revisions to QIF Importing functionality, previosly discarded QIFs are backfilled with data, cleansed and allowed to go through.
· Added Porfolio Cashlows visualization
· Added Portfolio Composition visualization
· Added Security Charting tools
· Added support for old OFX spec (1998/DTD1.5)
Updated OFX Information for:
· TD Bank
· RBC Wealth Management (RBC Dain Rauscher)
· Category Autofills are transaction type sensitive
· Bug fixes

What's new in My Money 2.0.54:

April 24th, 2010

· Added new options to control Dates on Check Entry
· Added new Date Ranges options

INVEST:

· Added Average Cost Basis to all Gain/Loss calculations
· Added Newton-Raphson method to all IRR calculations

· Bug fixes

What's new in My Money 2.0.53:

March 21st, 2010

· Fixed Reconciliation workflow issues
· Accounts Manager will show Account totals and running balance
· New refactoring option: Copy Payee into Memo
· Updated OFX Connection Settings for American Express
INVEST:

· Fixed commission/fee logic on BUY transactions
· Added manual price updates for securities
· Added Quote normalizer for automatic pence->pound conversions
· Positions could be moved between portfolios on the same account
· Microsoft Money generated balances will be ignored on CSV-8 formats
· Fixed QIF importing issues for Accrued Interest and Bond Payments
· Fixed unit and unit price precision issues in dialogs
Added Portfolio/Position metrics:

· Gain/Loss(Total|Unrealized|Realized),Quantity,Return Rates

What's new in My Money 2.0.52:

February 20th, 2010

· Replaced OFX Banks Balance with Todays Balance on info screens
· Fixed overcounting issue in accounts forecasting
· Fixed repeat payment issue on P&L reports
· Updated Spanish translation

INVEST:

· Added trade technical indicators to analytics
· Released Mac and Linux versions into public open beta

What's new in My Money 2.0.51:

January 31st, 2010

· Fixed Date conversion issues when importing from certain banks
· Numerics can be right aligned in Accounts, Portfolios and Positions tables
· Fixed loan payments reporting on P&L reports
Updated OFX Connection Settings for:

· Chase Bank
· Mountain America Credit Union

LOAN:

· Assets can be assigned to existing loans
· Fixed miscellaneous loan workflow issues

· INVEST: Released windows version into public beta

What's new in My Money 2.0.50:

December 26th, 2009

· Added Mortgage Setup Workflow
· Loans can be associated with Asset Accounts
· Expanded Currency Exchange dialog to calculate rates in addition to amounts
· Better support for French (and French derived) number formats
· Tag history dialog will calculate and display tag running balances
· Manual Backup dialog will prompt for backup folder if needed

INVEST:
· Added support for multiple portfolios per Investment Account
· All Existing databases will be upgraded to Investment schema

What's new in My Money 2.0.49:

November 20th, 2009

· Added Comparative Profit and Loss Reports
· Fixed issue with multiple-split transfers booked twice on P&L reports
· Fixed issue with fractional precision on Loan interest rates; it is now possible to originate and track loans with unlimited
· fractional points
· Unwanted OFX Normalization could be switched off
· Fixed issues with spot exchange rates applied incorrectly on EURUSD pairs
· Provided a workaround for Wachovia OFX communications
INVEST: Added Import of Investment data from:
· Microsoft Money (CSV-12) formats
· QIF Investment (Standard) formats
· QIF Investment (German) formats
· QFX Investments

What's new in My Money 2.0.48:

October 24th, 2009

· Added synchronization with Investment Checking Accounts
· It is now possible to synchronize checking accounts held at Investment Companies;

· INVEST: Added
· Reinvestment of Capital Gains
· -Reinvestment of Dividents

Automatic Entry Transactions:
· It is now possible to schedule Recurring Transactions to be posted automatically at specified times

What's new in My Money 2.0.47:

September 19th, 2009

· hart Of Accounts(COA) will summarize and show category totals
· Spot currency exchange rates are resolved and applied automatically
· Register Navigator is now properly resizable
· Added support for zero interest rates on Loans
· Fixed issue with Loan payments not following amortization table
· Fixed issue with memorized transactions skipped when moved on a calendar
· Mac: Snow Leopard compatibility fixes
· INVEST: Added

· Commodity Channel Index
· AR/BR Indicator
· Directional Movement Index
· Exponential Moving Average

· dded Dutch Translation

What's new in My Money 2.0.46:

August 21st, 2009

· Closed named issue 2447 (Chicago Split)
· Under certain conditions large memorized splits persisted incorrectly
· INVEST: Added Technical Analysis display
· INVEST: Added Bollinger Bands indicators
· Linux: Upgraded UI to match Ubuntu 9
· Added customizable Date ranges on the reports
· Predefined check numbers are user-customizable
· Fixed P&L(Custom) calculation
· Added Portuguese Translation
· Added Italian Translation
· Added French Translation

What's new in My Money 2.0.45:

July 18th, 2009

· BETA: Added syncronization with FreshBooks.com
· Form autofills are now optionable
· Loans could be recalculated for length and APR with loan amortization tables properly updated; added balloon payment provisions to the loan terms
· Splits are properly sorted in all split transactions dialogs
· Added Profit and Loss (P&L) Reports
· Added Euro Ribbon pack
· Added Dollar Faces Ribbon pack
· Added German Translation

What's new in My Money 2.0.44:

June 18th, 2009

· Added support for Fortis Banking Group OFX formats
· Added accounting support for Loan related fees, expenses and transfers
· Balance forecasting is expanded to include Loans
· History searches will show accumulated totals
· Fixed disappearing FID in bank synchronization dialog
· Added Date ranges to automatic synchronizations, it is now possible to
· specify download start and end date ranges
· All calculators are now Account Locale sensitive
· Fixed AquaComboBoxEditor issue on certain Macs receiving MacOS updates

What's new in My Money 2.0.43:

May 22nd, 2009

· Added Transaction Tagging functionality
· List Manager is expanded to handle custom tags
· Added New Loan Wizard workflow
· Added Quick Loan Calculator
· Added Loan Amortization Scheduler
· Search is tuned to locate records in closed and archived accounts
· Added ledger entries merging functionality
· Fixed memorized dates range issues: bugzilla#2098,2099,2100, 2121,2129,2143,2152,2162,2164,2167,2169,2170,2190,2220,2231, 2242,2243,2263,2267,2282,2283,2286,2288,2290,2299,2307,2313, 2314,2315,2316,2322

What's new in My Money 2.0.42:

April 17th, 2009

Business check printing is enabled, supported templates are:

· Form #7000 Standard laser checks - 3 per Page
· Form #7200 Business Voucher checks

· Checkbook Printing enabled
· Added Currency Converter
· Auto-Fill will recall and prefill recent amount on new checks
· Added current Account balance sparkline to Registers info panel
· Timezones can be customized independent from OS
· Windows: bundled JRE upgraded to version 6.0.12
· Mac: Performace improvements on large datasets
· Mac: Slow scrolling issue in register tables fixed

What's new in My Money 2.0.41:

March 20th, 2009

· Added new Transaction Type - Template
· Memorized transactions are now editable and templatable
· Check for updates on a program startup is optionable
· Fixed the sorting of entries on a single day issue
· Fixed the payee resolution issue on mixed split transactions

Reconciliation workflow changes:

· Account recons can be temporarily postponed
· New transactions support during recons

· Added British currency ribbon pack

What's new in My Money 2.0.40:

February 18th, 2009

· Added Southeast Asian currencies
· My Money is now compatible with Unicode CLDR Project providing better support for formatting of localized dates, times, time zones, numbers, currency values; sorting text; choosing languages or countries by name
· Added Calendar Tab functionality, it is now possible to visualize and manage upcoming and pending Bills and Deposits from the Calendar view
· My Money Calendar is now compatible with Google and MacOS Calendars

What's new in My Money 2.0.39:

January 17th, 2009

· Check numbers are enabled for split transactions
· Spanish translation
· Added Categorized reports
· Linux: Added 64-bit version

What's new in My Money 2.0.38:

December 27th, 2008

· Added support for Pending Transactions
Added Database maintenance options including:

· Checking data for consistency and integrity
· Rebuilding data and indexes
· Support for freezing and unfreezing of data

· Automated data backup options
· Performance improvements on large databases
· Support for left-to-right languages

What's new in My Money 2.0.37:

November 8th, 2008

Bug Fixes:

· Numerous fixes on mixed splits and split withdrawals workflows
· Transfers are properly resolved and recorded in reports

Database Access permissions:

· 740,871,1219,1266,1394,1481,1497,1501

Database Autoloaders:

· 93,98,102,224,625,855,1067,1121,1144,1145,1146,1147,1393,1558,1559

Invalid split transfers:

· 485,975,1518,1536,1560

What's new in My Money 2.0.36:

October 24th, 2008

Microsoft Money importing improvements:

· Duplicate transactions are allowed to go through

· Invalid imported splits are fixed when possible

· Performance Improvements

What's new in My Money 2.0.35:

October 11th, 2008

Data Exports are enabled:
· Exports to: legacy Quicken, regular Quicken, QuickBooks and QuickBooks Accountant
· Exports to Microsoft CSV-8 formats

· New search functionality to find transactions with missing payees, no categories or potential duplicates
· Currency exchange rates are properly accounted for when transfering funds between accounts
· Support for discount, effective and nominal rates

What's new in My Money 2.0.33:

September 12th, 2008

· New Category/SubCategory views in the register
· Categories and Payees could be setup to be color highlighted
· New duplicate transactions search options
· New Loan Account type added
· Mac/Linux: UI is synced up with Windows version

What's new in My Money 2.0.32:

August 29th, 2008

· Customization options for OFX connections to banks
· Product licensing is enabled
· Bug fixes: File permissions issues while creating new database 192,220,239,274,277,404,532,561,614,731,771,781,782,792,822
· 862,892,893,933,961,1043,1072,1097,1189,1209,1222,1231,1262,1264,1279 1289,1294
· Bank status issues
· 1210,1211,1216,1226,1227,1240,1241,1242,1243,1247,1248,1249,1253,1265 1268,1269,1272,1275,1288,1304,1310,1319
· Reconciled dialog issues addressed