March 4th, 2013· Several bugs were fixed for this release. Basic OFX and CSV export has been added.
November 1st, 2012· Tabular style reports will start with a better default page size the first time the report is run.
· Reminder dates were not correct if it was modified after being executed.
· Display a message if an error occurs during a budget export (Read only file, etc)
· Reworked the Balance Sheet report. Results are displayed by period instead of a running balance and retained income / expense is calculated.
· Added a new Simple Investment account type. This can be used for Annuities or Guaranteed Retirement accounts that you cannot actively manage.
· Added a utility script that can be run to remove weekend security history.
· Update to the latest Insubstantial/Substance L&F release.
· Improve security price import from Yahoo. Dates returned from Yahoo are now used. This prevents history entries on weekends and financial holidays.
· Corrections to the reporting in the Income and Expense by Payee pie chart report as well as GUI behaviour improvements. It now has a chart for debit and credits. (Pranay Kumar)
· Updated DynamicJasper to the latest release.
· Updated XStream and Mina dependencies to the latest releases.
· Add new controls to the historical security import dialog to make selection of securities faster and easier.
· The Income and Expense pie chart now displays the default currency in addition to the account currency when multiple currencies are being used. (Pranay Kumar)
· Added an option for matching to the last similar entry when entering transactions. (Pranay Kumar)
· Updated the Spanish Translation. (Marcelo Abeldaño)
· A exception would occur when trying to generate a loan payment with a zero percent interest rate.
May 8th, 2012· A file corruption bug when using Java 7 was fixed.
· Improvements were made to OFX import, budget entry, and handling of hidden and locked accounts.
· A new fast and compact file format was added.
· Java 7 users should upgrade to this release.
March 12th, 2012· Help build system no longer requires OS level installed dependencies and now uses Maven
· Update to Insubstantial 7.1 and the latest JGoodies dependencies
· Fixed an NPE that would randomly occur at startup
· Corrected budget UI controls state when adding a budget for the first time and deleting the last budget
· Printable reports can now be saved as xls files
· Improved mt940 import (Patch #3487030, Arnout Engelen)
· Fixed issue with large budget values being clipped in the budget UI
· Working xls and xlsx export of budget results
· Improve handling of multiple currencies in the budget UI
January 10th, 2012· 01/08/12 A default user and password is now set if not specified when using client / server functionality
· 01/08/12 Add a Yearly period option for Budgets
· 01/08/12 Add a command line option to help detect UI code that hangs the EDT
· 01/07/12 Corrected some UI update and threading and performance issues with the Budget interface
· 01/03/12 Reinvested dividends where not showing a correct value in the register total column (Bug #3467513)
· 01/02/12 Close any open windows first when closing a file
· 01/01/12 Switched build system over to Maven and Ant hybrid
· 12/28/11 Expand budgeting help for budget properties
· 12/28/11 Add functionality to control account types for a budget (income, expense, asset, liability)
· 12/28/11 Selected budget year was not be used when editing goals and switching between budgets
· 12/26/11 Update to the latest, JGoodies, XStream, Mina, JFreeChart external dependencies
· 12/25/11 Update to the latest args4j external dependencies
December 26th, 2011· Budgeting functionality was added, several minor bugs were fixed, and various minor usability improvements were implemented.
July 29th, 2010· Added CTRL-F4 shortcut to close the active register window (Feature Request #2889093)
· Added an option to disable the Substance Look and Feel animations
· The report print button would not work when using the Substance Look and Feel
· Updated to the latest DynamicJasper and JasperReports
July 19th, 2010· Added functionality to adjust the global font size when using the Substance look and feel
· Added Startup option to control automatic load of the last open file (Feature Request #2933793)
· Improve duplicate transaction functionality (Feature Request #1683578)
· Fix for a random NPE occurring at startup (Bug #3020688)
· Update to SwingX 1.6.1
· Reworked the validation framework to use JXLayer
· Integrate JXLayer into the UI to improve effects and behavior
· A Portfolio report column name was not being displayed correctly
· The expansion state of the account list view is now restored on start
· Reimplement the account list view so the appearance is correct for certain look and feels
· Add Substance Look and Feel to the main distribution
June 28th, 2009· 06/26/09 Detect and correct accounts with self parenting
· 06/20/09 Prevent a user from assigning an account's parent as itself.
· 06/18/09 Begin migration to MigLayout to replace Forms Layout
· 06/07/09 Use JXColorSelectionButton to select register colors.
· 06/05/09 Add network activity indicator when updating security prices and exchange rates in the background.
· 06/04/09 Update to JasperReports 3.1.4
· 06/04/09 Add ellipsis symbol to truncated text in reports
· 06/04/09 Update to DynamicJasper 3.0.6
· 06/03/09 Correctly handle file encoding of OFX V1 files.
· 06/01/09 Add a new option to automatically select text when a field receives focus
· 05/31/09 New report to show income and expense by payee (Pranay Kumar)
· 05/29/09 Updated Portuguese translation (Pietro Augusto)
· 05/25/09 Improved handling of validation errors
· 05/04/09 Integrate the SwingX libraries for improved usability
· 04/22/09 Fix for Bug #2500229, Display a warning if a Security is not selected when creating an investment transaction.
· 04/22/09 Correctly handle an attempt to open a zero length file.
· 04/20/09 Fix for Bug #2734778, Default currency was not accessible immediately after creating a new XML file.
· 04/10/09 Add an escape key listener to most all dialogs and add additional bounds listening to dialogs that did not already have it.
April 1st, 2009· Correct identification of OFX 2.0 files that are now starting to show up in the wild.
· Fixed report of multiple currencies for the Monthly and End-of-Month account balance charts.
· Switched to DocBook for creating content for the JavaHelp system.
· Add menu commands to perform background updates on security prices and exchange rates.
· Fix for bug #2690988, poor form layout behavior for recurring entry creation in OSX.
· Various updates to the Spanish translation (Marcelo Abeldaño).
· Transaction reconcile was not occurring per the selected options.
· Reconciled state of the opposite side of a transaction was not preserved when modifying.
· Fix for bug #2691568 (Andrey Bondarenko).
· Much improved account tree UI behavior when security prices change.
· Remove unused fields from the Create/Modify Security Dialog.
· Improve amortization UI behavior.
· Reporting has been reworked. Report preferences are persistent; Font size is configurable; CSV export has been improved; Consistent appearance for all reports; Now uses Jasper and DynamicJasper report APIs.
· Render investment quantities with a fixed decimal to improve appearance.
April 1st, 2009· Correct identification of OFX 2.0 files that are now starting to show up in the wild.
· Fixed report of multiple currencies for the Monthly and End-of-Month account balance charts.
· Switched to DocBook for creating content for the JavaHelp system.
· Add menu commands to perform background updates on security prices and exchange rates.
· Fix for bug #2690988, poor form layout behavior for recurring entry creation in OSX.
· Various updates to the Spanish translation (Marcelo Abeldaño).
· Transaction reconcile was not occurring per the selected options.
· Reconciled state of the opposite side of a transaction was not preserved when modifying.
· Fix for bug #2691568 (Andrey Bondarenko).
· Much improved account tree UI behavior when security prices change.
· Remove unused fields from the Create/Modify Security Dialog.
· Improve amortization UI behavior.
· Reporting has been reworked. Report preferences are persistent; Font size is configurable; CSV export has been improved; Consistent appearance for all reports; Now uses Jasper and DynamicJasper report APIs.
· Render investment quantities with a fixed decimal to improve appearance.
January 1st, 2009· In addition to several obscure bugfixes, this release adds OFX support for credit cards and the OFX version 2 file format.
· Handing of automatic backups has been improved.
November 30th, 2008· This release address several usability issues and fixes a potential corruption when a jdb file is closed on exit.
· Updating is strongly recommended if you are using the 2.x series.
November 16th, 2008· This release fixes a bug when trying to import 1.x files and saving in the JDB format.
· Several other minor bugs were corrected.
November 3rd, 2008· This is a rewrite leveraging the new features of Java 6.0.
· Files from the 1.x series can be imported.
October 2nd, 2008· 10/01/08 Yahoo UK has reverted to the security symbol instead of the ISIN number for downloading data
· 10/01/08 Fix for Bug #1991337. The portfolio report should use the account currency instead of the default currency, and it was not factoring in the exchange rate for securities with different reported currencies.
· 10/01/08 Change how UI elements are handled when a file is loaded and unload. This circumvents Java Bug #6472844 which was causing a memory leak.
· 09/25/08 Yahoo security download info occasionally contains extra white space. Protect against a NumberFormatException when parsing
· 09/23/08 Prevent incorrect moving of an account
· 09/23/08 Update to latest JFreeChart jar
· 09/23/08 Update to latest db40 6.4 jar
· 09/22/08 Fix for Bug #2080742. The direction of the currency conversion was not correct
· 09/21/08 Correctly set the enabled state of the Reports menu when a file is not loaded
· 09/20/08 Prevent the import of a MT940 file if a jGnash file is not loaded
· 09/20/08 Fix for Bug #2098347. Prevent the import of an OFX file if a jGnash file is not loaded
· 09/19/08 Fix the enabled state of the reminder panel buttons and prevent an NPE if a file is not loaded.
· 09/17/08 Fix the investment account reconciliation process
· 09/09/08 Fix the reported reconciled amount for investment accounts
· 08/27/08 Fix for Bug #2068074. Reminder modifications were not handled correctly
· 08/20/08 Localization fixes
· 08/18/08 Update to latest Pentaho reporting jar
October 2nd, 2008· Reporting issues in the portfolio report and the use of accounting terms for some account types were fixed.
· A fix was implemented to expose errors created using an old version of the archive function.
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