What's new in My Money 2.0.83
Dec 8, 2012
New in My Money 2.0.81 (Aug 18, 2012)
- Fixed backup logic on MacOS Lion and Mountain Lion
- Deprecated syncronization with Google Finance
- Mountain Lion Note - Gatekeeper needs to be set to "Anywhere"
- Bug fixes
New in My Money 2.0.80 (Jun 23, 2012)
- Integration with mymoneylive.com
- Bug fixes
New in My Money 2.0.78 (Apr 28, 2012)
New in My Money 2.0.77 (Mar 17, 2012)
- Fixed OFX balance generation issues when exporting data
- Added Automated Bug Submission in MyMoneyLive
- Added Portfolio rebalancing in Investments
- MyMoneyLive Beta Build #2
New in My Money 2.0.76 (Feb 26, 2012)
- Fixed American Express OFX synchronization issues
- Fixed dropbox syncronization issues
- Fixed Mac OS X Lion compatibility issues
- MyMoney bug fixes
New in My Money 2.0.74 (Dec 19, 2011)
- MyMoneyLive WebUI released to closed beta
- Bug Fixes
New in My Money 2.0.73 (Oct 24, 2011)
- MyMoneyLive: added Register and Accounts Manager for the web
- Bug Fixes
New in My Money 2.0.72 (Sep 26, 2011)
- Added Refactoring commands for Quick Edit:
- Find all unused Payees
- Remove them
- MyMoneyLive: added APIs for the web version
- Bug Fixes
New in My Money 2.0.71 (Aug 29, 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
New in My Money 2.0.70 (Jul 25, 2011)
- Fixed handling of Citi Bank generated OFX data
- Fixed ticker resolution for some Italian issues
- Fixed Google Finance sync issues
- Bug Fixes
New in My Money 2.0.69 (Jun 19, 2011)
- Added support for Amazon.com App store
- Bug Fixes
New in My Money 2.0.68 (May 10, 2011)
New in My Money 2.0.67 (Apr 5, 2011)
- Added 2 way sync with Google Finance
- Bug Fixes
New in My Money 2.0.66 (Feb 21, 2011)
- Added user defined reports
- Fixed incorrect position resolution for a given CUSIP
- Porfolio Analyst released to beta
- Bug Fixes
New in My Money 2.0.65 (Jan 17, 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
New in My Money 2.0.63 (Nov 22, 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
New in My Money 2.0.60 (Sep 13, 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
New in My Money 2.0.56 (Jun 12, 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
New in My Money 2.0.55 (May 15, 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
New in My Money 2.0.54 (Apr 24, 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
New in My Money 2.0.53 (Mar 21, 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
New in My Money 2.0.52 (Feb 20, 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
New in My Money 2.0.51 (Jan 31, 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
New in My Money 2.0.50 (Dec 26, 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
New in My Money 2.0.49 (Nov 20, 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
New in My Money 2.0.48 (Oct 24, 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
New in My Money 2.0.47 (Sep 19, 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
New in My Money 2.0.46 (Aug 21, 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
New in My Money 2.0.45 (Jul 18, 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
New in My Money 2.0.44 (Jun 18, 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
New in My Money 2.0.43 (May 22, 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
New in My Money 2.0.42 (Apr 17, 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
New in My Money 2.0.41 (Mar 20, 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
New in My Money 2.0.40 (Feb 18, 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
New in My Money 2.0.39 (Jan 17, 2009)
- Check numbers are enabled for split transactions
- Spanish translation
- Added Categorized reports
- Linux: Added 64-bit version
New in My Money 2.0.38 (Dec 27, 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
New in My Money 2.0.37 (Nov 8, 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
New in My Money 2.0.36 (Oct 24, 2008)
- Microsoft Money importing improvements:
- Duplicate transactions are allowed to go through
- Invalid imported splits are fixed when possible
- Performance Improvements
New in My Money 2.0.35 (Oct 11, 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
New in My Money 2.0.33 (Sep 12, 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
New in My Money 2.0.32 (Aug 29, 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