Fri 10 Aug 2007
It’s been a long time coming, but the first public update to Moneydance 2007 is now here. This update includes a bunch of new features and a lot of bug fixes or minor interface improvements. If you are already running Moneydance you can click on the “check for new updates/extensions” link on the main screen or the updater extension.
This update is free for everyone who has purchased a license on or after January 1, 2004. The upgrade is half price ($15) for all other customers and a paltry $29.99 for everyone else. Of course, we have a free download and a very liberal trial period to let you get a good feel for what Moneydance can do before committing.
Some of the highlights of the update:
- Added print function in account and category list windows
- Added Open Recent sub-menu with recently opened files
- Added non-prorated budget interval option
- Added batch change feature to quickly change certain fields for many transactions at once
- Improved matching algorithm for downloaded transactions
- Improved interface for editing split transactions
- Many minor interface improvements and bug fixes
For the full list of changes, click the read more link below.
- Added print function in account and category list windows
- Added Open Recent sub-menu with recently opened files
- Fixed calculation of some budget item intervals
- Incorporated full German translation from project Geldtanz
- Allow matching of investment transactions with invalid CUSIP IDs to the correct security
- Use newer account selectors in account and category properties windows
- Accounts and categories are immediately re-sorted after being changed
- Removed redundant file window when the File->Import OFX/OFC menus are selected
- Improved conversion of OFX investment transactions into Moneydance investment transactions
- Made it so that both the backspace and delete key will delete a transaction in the register
- Fixed problem with +/- buttons in budget window not appearing properly on windows
- Reversed sign on balance display for income category register
- No longer confirm unsaved transaction changes if the don’t-confirm-transaction-changes option is set
- Updated certificate handling to accept Hewitt and Fidelity certificates
- Many minor GUI updates
- Added initial Persian/Farsi translation from Moin Ayazifar
- Added non-prorated budget interval option
- Allow bypassing the change-PIN part of setting up an OFX connection
- Fixed bug where the fee was being deducted from sell transactions improperly
- Added batch change feature to quickly change certain fields for many transactions at once
- Added account balance popup/overlay to bank and credit card registers
- Fixed sort order for investment transactions in list of pending downloaded transactions
- Made scroll wheels work in account/category popups
- Account sections on home page will now remember their expanded/collapsed state
- Made online transactions marked as DEBIT, but with positive amounts, be recorded as negative
- Transaction report now sorts by date, check#, and then amount
- For dividend reinvestment transactions, the fee is now included as part of the dividend amount instead of being taken from the cash balance
- Fix bugs in and improve transaction matching when attempting to locate similar transactions from which to copy the payee and category
- Switched to the built-in java URL connection handler which includes proxy support
- Added new OFX certificate from Verisign. This fixes a problem connecting to Florence Savings Bank or any bank that doesn’t include the new cert in its cert chain.
- Improved the display of investment transactions in the list of downloaded transactions
- Embedded downloaded investment transactions list in investment register
- Use new investment transaction editor for downloaded transactions. This allows users to change the transaction type or any other settings before recording the transaction.
- Reduced limit on number of items displayed in upcoming reminders window
- Excludes transactions after the “end” date from the quick-view net worth graph
- Improved matching algorithm for downloaded transactions
- Fixed a bug that prevented Moneydance from working properly when categories that were referenced in budgets were deleted
- Added mnemonics to menus
- Portfolio panel now updates when a security within that portfolio changes
- Reset transaction download synchronization when online banking is disabled for an account
- Added ability for extensions to add property fields when editing accounts
- Bill payment connections will now submit new payments as part of synchronization requests
- Fixed bug in which report text was cut off vertically if the user’s default font size was greater than normal
- Added price field to the add-security/currency window
- Fixed minor bug and improved performance in monthly calendar display
- For transactions that have security prices, add the price to the security history if it isn’t already there
- Fixed bug that caused new currencies with something other than two decimal places to not be able to parse and format amounts properly until a restart
- Will now continue reading OFX response, even if an HTTP error code was reported in order to get a more detailed error message
- Fixed focus issue with edit-splits window and transaction editing in general
- Made split totals update as the amounts are typed
- Fixed net worth calculation by applying stock split ratios to all graphed transaction values
- Switched second two colors in the thermometer graph to aid visibility
August 11th, 2007 at 9:55 am
Thank you for all your efforts Sean. Moneydance has become a very nice, stable and well-featured product. At this point I think one of the most important tasks is getting a good set of help files for the program. As I’m sure you’re well aware, there is a huge market out there but many of them are going to require more “hand holding” than Moneydance currently provides with the program. The user forums and other venues are good for filling in the blanks in the current online help provided with the program, but I think for the average user, better online help will be key to expanding Moneydance’s appeal.
Some time ago I suggested a community effort to produce help files, perhaps following the wiki model. If your time is primarily taken up with programming new features, fixing bugs, etc., perhaps that would be a way to jumpstart the process of creating comprehensive help.
August 14th, 2007 at 8:47 am
Sorry, but I am disappointed. You have known since December 2006 that printing in Linux did not work. The changes and fixes in this release are nice, but what does it take to get real bugs moved to the top of the list? When you charge money for software, you are at least obligated to make the included features actually work. The only reason I am able to use the program is thanks to the efforts of FXman1209, a 19 year old from NJ who discovered a fix to the underlying Java bug that is the cause of the print problem.
August 14th, 2007 at 10:04 am
jppayne: I’m sorry that you are disappointed, but the bug to which you are referring isn’t within Moneydance and there is nothing we can do to fix it. There are a couple of bugs to which you may be referring, both of which are in the CUPS/Ghostscript system and the way that they (don’t) interact with java.
Believe me, if it was the kind of thing we could fix on our end it would have been history a long time ago. Unfortunately we don’t have control over the versions of ghostscript and CUPS server configuration options that are shipped with some versions of linux.
August 14th, 2007 at 6:37 pm
Sean;
I appreciate your position, but why can’t you bundle the Linux version with the “Blackdown” version of Java that provides the fix? Either that or at least provide that info in a readme file with the download.
August 14th, 2007 at 6:48 pm
crlinder: I’m the guy in charge of helping. As far as Help goes, I agree with you, there is a lot of room for me to provide better support. We’ve started a wiki project (so far we’ve had 4 editors), and I’m trying to keep a prevalent presence in the forums. I think we can also do a bit more about making these resources obvious.
Please don’t hesitate to post a thread in the forums about anything I can do to make things work better.
August 14th, 2007 at 9:03 pm
I am using Ubuntu 7.04 on a Dell Optiplex Gx1 Pentium III with a Lexmark Z611 printer. The MD reports all print satisfactorily. The printing bug reported in this discussion must be the printer drivers for a specific printer.
So far I like the changes and bug fixes- keep em coming.
August 31st, 2007 at 6:20 am
dchriscoe; It is a well known CUPS/JVM/Ghostscript bug, not a specific printer driver. If you have a locally connected printer then you probably see the issue. If you have a network printer, and you use cups, then you will probably see the issue.
September 1st, 2007 at 7:57 am
Nickel ! utilisateur depuis de nombreuses années…et Moneydance est en constante évolution.
September 5th, 2007 at 5:17 am
I like to have a report and chart that will show the reminders in the future. ex. i want to know my forcast expences and incomes for a spesific period and the view must be analyzed by category, dates, mounths etc. In the end of reoprt must have sum of the reminds bills or deposits. This report is the most usefull to organize the future and to let you know what do you have to planed. (This is not a budget report it is a schedule report).
September 5th, 2007 at 8:30 am
Hi Sotiris, you can actually do this already using the “Balance Predictor” extension. It generates a graph showing your projected balance based on either reminders or past transactions.
September 12th, 2007 at 2:06 am
I have purchased and using MD with great joy under Mac. I would like to suggest inclusion of HELOC account type, which is neither a regular checking account nor a regular credit card account. While I have read workarounds like creating two separate accounts for on account, it is just not practical.
September 17th, 2007 at 8:53 am
Hello
Very interesting information! Thanks!
G’night
September 20th, 2007 at 12:52 am
Hello Sean,
I too love Moneydance. I use it all the time. I’m using the http://www.moneydance.com/preview version. Does that make it automatically the Big Update Release 2 version? I would think so.
Some things to annoy you while you’re here :)
I don’t use my machine online, nor have I set it up for online. Any chance for your extensions to download as independent files to add?. How about if it needs the key to do this?
I’m about to take out a loan. Calc on daily balances, and I’m going to use an offset account. This simply reduces my loan interest by reducing the loan figure equal to the amount in the offset account, calculated on a daily basis. I’m going to make this happen manually in Moneydance. I hope I can choose “daily balances” in the future, and I hope that sometime there will be an account which talks to the loan account and interacts re balances and daily calculations for the particular month length.
When setting dates for reports, I want to set initial date, and then “today’s date” as final date for memorised reports.
I started a graph with the interest trends for two different loans in the same window. At the mo., if one loan starts in one year and the next starts the next year, the later loan shows a horizontal line until the actual start of that loan because the start date is the date for the earliest loan trend. It would be nice if the later trend begins at the start date for the later loan. Trivial, I know. Yours, Greg Breslin
September 24th, 2007 at 12:20 pm
Thank you for Moneydance. I used MS Money or Quicken previously. I wanted to switch entirely to Linux and Moneydance made that possible. Even more than that, if I ever did (which there is no way now that I have been liberated) go back to Windows I would still use Moneydance over the other two. And the price with free updates make it a wonderful product. I hope it will continue to be upgraded over the years to come.
October 13th, 2007 at 12:14 pm
Have you improved ability to add split transactions?
November 9th, 2008 at 10:24 am
Would be great if we could batch change tags, so that we can easily add tags to a group of transactions.