My Money Changelog

What's new in My Money 2.0.83

Dec 8, 2012
  • Bug fixes

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)

  • Bug fixes

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)

  • Bug fixes

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