After a long wait, Moneydance 2010 is now within reach! Here are some of the improvements and new features you can look forward to with the new version.
The new sidebar allows single-click access to all account registers, graphs, reports and budgets.

Moneydance can optionally download all connected online accounts in the background. All downloaded or imported OFX/QFX/OFC transactions will go directly into the register and use a simpler new method of “cleaning up” downloaded transactions. If you trust the transactions that download from your bank then you don’t need to do anything.

The new version has improvements in many other areas including budget status reporting, capital gains reports as well as editing and reporting on tags.

Users who purchased Moneydance on or after March 28, 2008 will receive a free upgrade to MD 2010. Purchases prior to then entitle you to a half price upgrade. Moneydance 2010 does not yet have a final release date or price, but we will let you know when these decisions have been made.

Moneydance 2010 is now available for beta testing! (http://moneydance.com/trac/wiki/Moneydance2010Beta).

We invite you to download this beta release if you are willing to report bugs and help us track down issues that may have arisen in this new version.  Please do not use this version for your primary use yet, there are still a few bugs and kinks that need to be worked out.  We would like you to know that this is not a final beta version, as additional features are still being added to Moneydance 2010.

Update: [2009-07-14] We’ve received all of the beta requests we can handle right now. Any further requests to be part of the beta unfortunately cannot be accepted. I hope you’ll stay tuned for the final release!

We’re happy to announce that we’re finally ready to begin external beta testing of the Moneydance iPhone application. We have asked anyone who was interested in beta testing the app to respond to this thread on our old customer support forum, however that forum does not allow us to send private replies to all posters or to get the email addresses for anyone who has posted to the thread. For this reason, I have to ask anyone who is interested to contact us directly (again) so that they can be part of the beta program.

If you are interested in the program, please email the following information to beta-signup@moneydance.com:
– Your iPhone or iPod Touch device ID. Here’s how to find it
– Your full name and email address
– The type of iPhone or iPod Touch device (iPhone: 1st gen, 3G, 3GS, or iPod Touch 1st gen, 2nd gen)
– The login name you used to post to the getsatisfaction iphone app thread

Also, please note that we are limiting the beta process to the first 50 (or so) people who posted to the thread on our support forum. We may add a few others, especially in cases where the first 50 have different configurations (for example, those with 1st gen iPhones).

Yes, we do know that it is now 2009 and has been for nearly six full months. There were just a few minor updates to the 2008 line that we thought you might need to tide you over until MD2010 is released. It is embarrassing to admit, but what we were calling Moneydance 2009 will now be called Moneydance 2010, although it will still be released this year (planning for around October).

Another goodie that will be released (as a private beta) any day now is the Moneydance iPhone (and iPod Touch) application. This is an app that synchronizes with the desktop Moneydance and allows you to record transactions and check out your balances while you are out and about. When you get home it will seamlessly sync with your desktop over wi-fi. We’re very close to a beta release with only a few bugs to iron out. If you’d like to be a part of the private beta, post a message to this thread.

As for today’s update, here is the list of things that have changed since MD2008r3:

• Workaround for Java 1.6 launcher incompatibility on Mac OS X
• Fixed memorization of expenses graph
• Fixed bug in ‘dashboard’ net worth graph to properly account for stock splits
• Added most recent OFX CA certificate
• Fixed bug in online banking when there are multiple accounts per bank
• Fixed bug in online connection setup that caused the same account to be listed multiple times for some connections
• Fixed duplicate transaction prevention that caused investment transactions (and some others) to reappear after having been accepted in a previous download
• Fixed bug in which the APR field is not saved for CDs
• Fixed bug that caused editing a tag to delete it
• Added Verisign Class3 CA Certificate to enable ofx.americafirst.com to keep working
• Made OFX downloads for BANK accounts with type CREDITLINE map to credit card accounts instead of bank accounts
• Updated OFX account info selection and connection handling to better support account information retrieved from banks as well as connections in which the bill payment account information is different from the transaction download information
• Removed Command-D/Ctrl-D shortcut for deleting instead of downloading(!) a transaction
• No longer attempt to retrieve updates to already connected financial institutions from moneydance.com
• Popup date picker now hides after a date is clicked.
• Popup date picker no longer displays if there isn’t enough room in the window

You can get the update from the usual place.

If you’ve been reading the Moneydance support forums and mailing lists you know we’re working on a lot of projects at once here at the The Infinite Kind, LLC. So many things that we need a bit more people-power to make it all happen. If you or someone you know is interested in being part of our team, now is the time to join us. We are looking for one programmer (mostly Java/Swing, but a little Objective C would be nice) and someone to help support our customers. Please click “read more” to check out the ads and contact us if you are interested.

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I’ve got a bad habit of waiting too long to make public releases of Moneydance. It is far too easy for me to keep making bug fixes and improvements to the ‘preview’ line of Moneydance and forget to update the stable line which most people use. Well, the wait is over and Moneydance 2008r3 is now out with a long list of improvements and bug fixes (see below).

With this release, and the completion of a recent server move, I will now focus all of my energies on two areas:

Moneydance 2009. There are lots of great changes in the works for MD2009 which I’ll now be able to give more attention and love. The big improvements are better reporting (including filtering by tags), making online functions require less interaction, and an even more streamlined/intuitive interface for things like budgeting. I’m aiming for a release near mid-February, but can’t make any promises.

iPhone app. The new Moneydance iPhone/iPodTouch application is coming along nicely. It synchronizes accounts and transactions with Moneydance over wi-fi and lets you enter transactions on the go which are then loaded into your desktop Moneydance when you sync. The app is fairly basic right now, but is getting close to being ready for an alpha release to a limited set of testers.

If you’ve already got Moneydance you can click on the “Check for new updates/extensions” link on the ‘home’ screen or you can get it from the download page. Here is the detailed list of improvements in Moneydance 2008r3 (compared to 2008r2):

• Fixed main window sizing when running on windows and Moneydance is quit while the main window is minimized
• Fixed column header display in income category registers
• Homepage graph now shows grouped income/expenses in terms of base currency
• Disabled payees are no longer shown in ‘Send Payment To…’ menu
• More fixes to help window (only applies when running on older systems)
• Added cmd/ctrl-D shortcut for downloading transactions in investment register
• Fixed bug preventing preferences window from appearing when running on older systems
• Fixed some keyboard focus issues in transaction register and splits window
• Fixed calculation of semi-annual items in budget report
• Fixed keyboard focus in account/category popup on linux
• Fixed formatting of some security values in the register (removed extra comma)
• Fixed focus/flicker problem in some secondary dialogs
• Added button to reset the date used for synchronizing downloaded transactions
• Fixed bug in income/expenses home page graph when values of different currencies are added without conversion
• Fixed bug in which investment transaction reminders do not record
• Fixed out-of-memory errors when archiving large files
• Fixed bug in which batch-changing the description field doesn’t change the ‘other side’ of non-split transactions
• Fixed change in transaction entry field appearance after recent update to Java on Mac OS X
• Removed one pixel border from pie charts
• Fixed bug caused by incorrect (or non-existent) sorting of budget items
• Fix cleanup of temporary file when saving on systems that don’t allow renaming files over existing files
• Fixed parsing of certain OFX 2 response headers
• Include .png files in user guide
• Changed line border for home page panels to match the toolbar background (light gray)
• Modified account boxes on home page to show accounts with no name a bit more normally
• Fixed bug in which having more than 512 currencies or securities would hose Moneydance if the exchange-rate/stock-price panels were se\
  t to appear on the home page
• Fixed problem with incorrect offset of day headers in French and other week-starts-on-monday locales
• Most error messages are now selectable to enable copy-and-paste

Dave Wilson is thrilled to release Payoff! 2.00, an update to his Moneydance debt utility. This release includes:

You can update or add Payoff! 2.00 now directly from within Moneydance by clicking the “Check for new updates/extensions” link on the main screen or by selecting the Extensions->Add menu.

Please submit any bugs or enhancement requests via the Moneydance Trac system at http://moneydance.com/trac. Be sure to select the “payoff-extension” component when submitting information in the Trac system. Feel free to contact Dave about Payoff! 2.00 by sending email to payoff@everydave.com

As Gary V. Vaughan found out last year, Moneydance and Moleskines are two great tastes that go great together. Essentially store daily receipts in the Moleskin pocket and empty them out at night, while entering them into Moneydance.

I had been using my own version of this system until about September of last year, and it worked brilliantly for me.

Now that I have replaced my moleskin with a sleek little smart phone you may have heard of, I just take pictures of the receipts I get through out the day, and only keep the ones I need to keep. The rest go in the recycling bin as soon as I come across one.

How do you use Moneydance?

After many months in “preview” release mode, the first update to Moneydance 2008 is finally here! This update has a large number of bug fixes and feature improvements, including the following:

• Added option to store online passwords in the data file when file encryption is enabled
• Added GTE Cybertrust certificate which is used for new American Express OFX server
• Added display of cash balance, number of shares and value of shares to investment accounts on home page
• Fixed automatic entry of new security prices from a non-base-currency investment account
• Added preference setting to determine date window for potential matches to downloaded transactions
• Added currency symbols and “(Expenses)” label in cash flow reports
• Select the account under the cursor when right-clicking in the account or category list
• Internal URL handler now opens http: and https: URLs in an external browser




• Added popup display of splits and other information for the transaction under the mouse cursor when holding down the alt key
• Increased contrast in Net Worth toolbar graph
• Colors for same data sets in pie and line graphs now match
• Visual improvements to graphs
• Updated German, French and Italian translations
• Filter capital gains report by date. Also display a message instead of a blank report if there were no gains for the selected date range
• Income/Expenses thermometer graph now avoids jumping down a level when there is only one category in the thermometer if that one category actually has transactions
• Updated transaction status icons to include an ‘s’ showing whether a transaction is part of a split
• Setting the correct exchange rate for downloaded transactions that are initially assigned to categories with a different currency
• Fixed a handful of bugs in the income/expenses graph on the summary screen
• Fixed bug that prevented elimination of previously matched transactions from download list
• Fixed NullPointerException error if the OFX authentication window is canceled
• Capital Gains report now shows correct total line instead of zero
• Reminders window now refreshes the list of reminders after a reminder has been edited
• Removed confirmation for changing transaction status using the register’s context menu
• No longer show non-reinvested dividend transactions in cost basis reports
• Account balance graph now shows average of end-of-day balances instead of the balance after each and every transaction
• If an existing transaction in the register has the same FI transaction ID as a downloaded transaction but the amount is incorrect or the date is off by more than 15 days then assume the transaction ID is incorrect and they are different transactions.
• Fixed alignment of popup calendar when displayed in small windows such as reminder notifications
• Fixed window layout and behavior when adding an extension that does not have a trusted signature

If you have installed the Moneydance Updater extension you should automatically be notified of the new version, otherwise you can download it here: http://moneydance.com/

As always please let us know if you have any trouble updating. There are many options for getting help on our support page

Around 4am (Arizona), I woke up to the sound of my iphone doing a staccato dance on my night stand. We have been the target of a Joe Job. Essentially, someone (or more likely a spambot) forged their outgoing spam to have our support inbox’s email address as the sender. Due to the nature of email as a protocol, this is actually pretty easy to do, even if it is pretty evil minded.

This means two things. The first, if you sent me an email recently, I haven’t seen it yet. Mail.app (the mail client I use) has had a rough time even staying connected to our mail server. I will try my best to sift through the thousands of out of office and bounce messages but I might accidently overlook yours in the cleaning. The second, this Joe Job makes it look like we sent people spam. We didn’t. We will never ever send you an email that you don’t want. We hate spam, and more importantly we have ethics.

Here at Reilly Tech, we do our very best to help our users; we don’t annoy them with advertisements in our software, we don’t sunset product features, and we sure as hell don’t send spam.

It’s been over a year since the first release of Moneydance 2007, and we’re happy to present the final release of Moneydance 2008. Final, that is, until 2008r2 is ready.

The high-level list of changes over Moneydance 2007 are:

• Improved matching for downloaded transactions
• Zoom-able home page graph for quickly exploring your income and expenses
• Undo/Redo support when modifying transactions
• Over/under budget highlighting in toolbar graph
• Popup calendar for choosing dates
• New Capital Gains report

…among many other bug fixes and interface improvements. For the download, just hit the usual place: moneydance.com.

Of course we’d like to take a break after this release but there are just too many things on which we’re working. Stay tuned for more impressive features in 2008r2 as well as another unrelated application on which we’ve been working secretly for a while. Can you stand the suspense?!

Cheers,
Sean