Preview/Beta Release of Moneydance 2010

Note: Moneydance 2010 has now been released to the public. However we will continue to use this page (for the time being) for identifying and fixing issues with the new release. If you have helped test the Moneydance 2010 Beta please email sreilly@… to obtain a complimentary license key. Please include your trac ID in your email.

Welcome to the Moneydance 2010 Beta distribution page. Please only use this beta release if you are willing to report bugs and help us track down issues that may have arisen in this new version. To download the beta, use the download link below that is appropriate for your operating system:

Build 743:

Warning: Moneydance 2010 uses a new data file format, so any .md files that you save with this version will not be readable by Moneydance 2009 and earlier versions

Bug Reporting

To file a bug or feature request, please first do a search to see if someone else has already submitted the same issue using one of the queries below. If the issue has not already been reported, please use this form to submit it.

Open Bug Reports:

Results (1 - 20 of 178)

Ticket Resolution Summary
#2735 -- Calculating balance properly
#2733 -- Transaction report does not work correctly with tags on other side.
#2731 -- Investment account download completely botched MD2010 r2 (735)
#2730 -- Transaction total incorrect with multiple currencies
#2729 -- Batch change->Account in investment accounts is broken
#2728 -- Advance search logical or operator does not function correctly
#2727 -- sidebar resizing asymmetry
#2726 -- income and expense report excludes valid txns
#2724 -- Budget Report - parent category values double count subcategory amounts
#2721 -- Graph not showing sub category totals correctly
#2720 -- Not Calculating brokerage fee on sell - new & different
#2718 -- Profit Calculator Produces error message
#2716 -- Currently opened file does not save when opening an existing md file by double clicking it
#2710 -- popup menus don't respect Dock
#2706 -- Cursor position & field selection changes if you switch away then return
#2696 -- net worth graph doing incorrect date reporting
#2693 -- Position cursor in field where user double clicked when editing transaction
#2692 -- MD often hangs while scrolling in lists
#2690 -- Preferences that require a restart to take effect.
#2689 -- Investment performance report all dates incorrect.

Because we are a somewhat democratic organization, you can find a list of all open defect tickets sorted by the number of votes here

Open Enhancement Requests:

Results (1 - 20 of 173)

Ticket Resolution Summary
#2734 -- Include check number in detailed income and expense report
#2732 -- Add option to keep existing prices when importing security prices from csv
#2725 -- Security Chart Graph Saves Properties
#2723 -- Increase height of transaction matching in register
#2717 -- Add account information report
#2715 -- Memo field on reports
#2714 -- Archive investment accounts
#2713 -- Cheque Printing - Switch to Landscape for Partial Pages
#2711 -- Remove shares
#2709 -- Request for Expense Chart
#2708 -- Sidebar Report Grouping
#2707 -- Reports: Specify Start Date through to 'Today' Option
#2700 -- group budget expenses by fixed/flexible
#2699 -- can reports remember last settings?
#2698 -- improve labeling of report filter options
#2697 -- Add ability to subtotal by month in Detailed Income & Expense Report
#2695 -- Redefine budget month
#2694 -- Add stock symbol to left of price in Portfolio view
#2686 -- Add currency option to all reports
#2685 -- Allow entry of date an price at the same time when manually entering a new security price

Closed Tickets:

Change Log

Build 743 20100222-2118:

  • Change budget report to allow non-budgeted categories to be shown, and also to hide items that are all zeroes
  • Repair memorization of the subtotal option on budget reports
  • Fix a text display for investment transaction types
  • Improve the default settings selections for the budget and search reports, when using the non-memorized reports
  • Remove scary looking (but harmless) call stack from error log when editing a budget
  • Don't mark the file has changed when all you did is look at the budget list
  • Fix an issue caused by forcing the account selector to 'all accounts' mode, make Net Worth Graph behave like the Net Worth Report
  • Make the account selection list control aware of the different types of accounts and set the radio buttons to match
  • Revamp the expense report so that individual accounts can be included, in support of Trac ticket #1359
  • Repairs to various algorithms to handle stock splits correctly, including Net Worth Report, Net Worth Graph and Portfolio Report. Resolving Trac ticket #2534
  • Re-introduce integer constants in InvestUtil? for backward compatibility with extensions
  • Make the Income graph consistent with changes to updated Expenses graph
  • No longer overwrite a non-empty memo field when accepting a downloaded transaction
  • Show or hide the info text / filter toggle in certain add/remove dialogs
  • Second UI approach to allow selecting multiple accounts, in support of Trac #1359
  • Minor fixes for Trac tickets #2536 and #1880
  • Do not allow selecting security currency types as the base type for accounts, resolving trac ticket #2616
  • Improvements in the income and expense graphs, simplifying the interface
  • Reduce clutter in the account selection list control
  • Sort the list of securities / currencies when asking the user to pick from the list
  • Remove radio buttons for account selector. Add a mode switch option
  • Fixed typo bug with (very rare) OFX delete transaction display
  • Added dark line to top of selected transaction in the downloaded-txn-option-list for clarity
  • Improved look of XY/line graph panel
  • Fix account selector filtering and add filtering to the Income and Expense graph. Applies to ticket #1359
  • Properly handle income and expense accounts in the account balance report
  • Improve account selection on Income and Expense Report. Fix memorization
  • Add text in support of ticket #2580 to show the account in the detailed income and expenses report
  • Improve report column auto-sizing
  • Add account selection to detailed in support of Trac ticket #1359
  • Add the Account column in support of Trac ticket #2480
  • Show parent description of splits if split description is blank - Trac ticket #2475
  • Properly handle cost basis when the stock splits. Fixes for both average cost and lot-based cost (ticket #2617)
  • Fixed bug in which other-side transactions were not included in budget reports
  • Rearrange currency/security import window and workflow
  • Hide the category account selection list when we're automatically picking the top N categories
  • Added a short delay between account downloads when downloading-all to let the GUI do any necessary processing
  • Allow OFX connections to certain banks using OFX version 1.0.3
  • Fixed behavior of up/down keys in splits editor, resolving ticket #1545
  • Resolve ticket #2632 by changing calculator shortcut to command/ctrl-shift-L
  • Collapse budget items of the same category into one budget report row, resolving ticket #2603
  • Hide zero balance securities in net worth report, resolving ticket #2605
  • Improve consistency between budget report, budget dashboard and budget bars on home page
  • Add sale transaction commission to lot-based costs (already included in average cost), resolving ticket #2617
  • Fix a boundary condition issue in account balance graph data selection, resolving ticket #1744
  • Improve graph appearance, particularly line charts
  • Revise the Annual ROI percentage when 'all dates' is used, locking the date to the last transaction (ticket #2602)

Build 740 20100204-2107:

  • Change budget report to allow non-budgeted categories to be shown, and also to hide items that are all zeroes
  • Updates to the French and Brazilian/Portuguese translations
  • Allow category accounts to be marked 'Tax Related' and to use this marking with the income and expense report.
  • Clarify that the start date is as of the start of the day, not the end in the investment performance report
  • Fixed cut/copy/paste menus and shortcut keys
  • Improve the transaction report by subtotaling and totaling correctly, plus handle currency better in security transactions
  • Fix an issue with tag settings in memorized reports
  • Fix a keyboard focus bug in the register
  • Disable the Next button while downloading/updating FI connection information for a quick fix to the situation where a user clicks Next multiple times while waiting for the download
  • Fixed dates of transaction reminder notifications when invoked from calendar view
  • Create formal enum for investment transaction type
  • Properly handle all transaction types in the investment report
  • Don't always include zero in security price graph on the security detail panel
  • Also format the price labels with the correct decimal places
  • Investment performance report: Add the ability to hide zero balance accounts.
  • Investment performance report: Fix issues with dates older than securities
  • Clean up some issues with report dates older than securities in portfolio report
  • Fixed bug in string parsing involving currency conversion between currencies with different decimal places
  • Add the cash balance to the account total balance and cost basis in portfolio report
  • Allow security and currency price history to be imported from a text file (comma separated, tab separated, or '|'-separated)
  • Handle quotation marks in the data when importing security price history
  • Fixed issue in which using the up/down arrow in the transaction cleared status field would display the status popup menu as well as select the previous/next transaction in the list, putting the register into a funky state
  • When searching for similar transactions to an online transaction, if a candidate for matching was not downloaded, use the manually entered payee/description for matching. Otherwise, the description as originally downloaded is used to match.
  • Change batch-change-category behavior so that it properly deals with investment transactions.

It also now works with split transactions, although setting every split to the same category is a bit silly

  • Really hide sidebar when toggling visibility (it no longer re-appears when the window is resized)

Build 738 20100125-1112:

  • Allow reverting of auto-merged downloaded transactions in new matching interface
  • Fixed indentation of sub-account nodes in sidebar (and allowed all nodes to be indented)
  • Improved performance and resource usage of sidebar view
  • Tightened up the sidebar indentation a bit to save screen space
  • Made download-all-transactions not open registers for all accounts that are downloaded.
  • When transactions are deleted through the register they are also removed from the (hidden) selection
  • Prevent saving of window size and location when the window (frame) is minimized/iconified
  • Added support for CLIENTUID tags that uniquely identify the OFX client installation
  • Added "Duplicate Transaction" item to the default register action popup menu
  • Full redesign of downloaded transaction matching/merging feature
  • Repair issue in account balance graph when the price of the security is exactly $1.
  • Make the default size of the graph and report options window larger to avoid controls being cut off.
  • Do not accept clicks in the multi-account selection panel when the control is disabled
  • Support searching on the Tax Date field
  • Generate a search report right from the search results.
  • In budget bars: add a 'this week' and 'last week' option for those who track weekly budgets
  • In budget bars: allow multiple budget items to be specified for the same category
  • Add information to the splits window about the parent transaction to which they belong
  • Create a new search report that does the same thing as advanced search but memorizable and printable. Addresses part or all of Trac #1826, #1883, #1999, maybe others.
  • added print function and double-click handling to quick-search register on home page
  • Add cleared status and tag searching
  • Fix an issue where stock splits were not correctly shown in the currency/security graph
  • Add a ticker symbol column to the portfolio report
  • Add a portfolio report. Addresses part or all of Trac #221, #1574 and #2365, maybe others.
  • Fixed a summation bug in net worth report
  • Fix cost basis in multiple locations. Sale fees/commissions apply only to the sale transaction. Make cost basis consistent.
  • Fixed columns in investment transaction reminder editing (as opposed to notification)
  • Include sales fees/commissions in the cost basis report for consistency
  • Capital gains fixes - handle short sales better, add sales fees to the basis (short term basis first, then long term)
  • Add the share balance to Net Worth when showing securities, providing a way to see share balances as of a given date
  • Fix a bug where 'null' was being copied to the Clipboard when copying reports or graphs
  • Fix a bug where a modified but not memorized report was displaying a blank title
  • Add an investment performance report, addressing part or all of Trac #532 and #1910, and possibly others.
  • Fix an issue with percentages where the wrong symbol may have been used as decimal
  • Allow integer percentages to have trailing zeroes to look nice on a report
  • Fixed bug where thousands delimiter (usually a comma) wasn't displaying for values in currencies that had zero decimal places
  • Set the title of embedded reports to the memorized report name in order to be consistent with the previous (and new-window) memorized reports
  • Update the amount shown when a register search is updated
  • Fix bug when in auto-child-account select mode and the user selects an account type in account type mode

Build 735 20091227-2224:

  • Fixed bug preventing the get-extension-info menus from working
  • Fixed bug with home page updating

Build 734 20091227-0112:

  • Bumped up (way up) the threshold for suggesting replacement description+category based on similar past transactions

Build 733 20091226-2354:

  • Updates to French translation
  • License key is now displayed in the About window along with a Copy to Clipboard button
  • Save reconcile window sizes in all workflows that close the window
  • Fix incorrect summation of cash value in investment accounts (trac ticket #2424)

Build 732 20091223-2256:

  • Added user preference for whether or not downloaded transactions should be automatically merged/matched (at download/import time) with local transactions.
  • Add ability to 'export' MD2010 data to a MD2008 data file with no data loss

Build 731 20091223-0114:

  • Reset the progress bar if it was previously indeterminate
  • Added 'confirmed' balance type to accounts that is shown (if different from the regular balance) in the register balance panel
  • More tweaks to layout of the bottom bar status label and progress indicator
  • Improvements and bug fixes to the transaction confirmation process including better differentiation between merging/matching and similar-payee transaction cleanup
  • When on a Mac, don't show look-and-feel option in preferences and always use the system look and feel
  • Don't discard undo operation stack unless we are changing data files (previously it would reset when selecting another account)
  • Some tweaks to fix problems with certain home page views when multiple home pages are displayed

Build 730 20091221-2017:

  • Add the date of the report to the account balance report header
  • Allow showing security balances in the net worth report to provide calculation of a security value as of a specified date

Build 729 20091220-2349:

  • minor change to sidebar redrawing to ensure unconfirmed indicator (blue dot) is hidden after the last unconfirmed transaction is confirmed.
  • Allow canceling in the save-changes-to-transaction window, for example if the user currently has unsaved edits to a transaction and accidentally selects a different txn
  • Improved behavior of transaction matching and categorization of downloaded transactions based on similar previous transactions. We now provide for merging a downloaded transaction with an alternative merge candidate. Also provide a slightly clearer list of options in the transaction confirmation popup.
  • Fixed behavior if user hits ESC in the save-changes-to-file question dialog
  • Update the status bar while saving or exporting
  • Fix scrolling issue by scrolling to the end when changing search text, and other times where major changes are made. Addresses tickets #2342 and #2369
  • Fix sizing bug that was cutting off the text (height too small) typed into the search field on windows/linux
  • Memorize report as 'today' when using today's date so that it always uses the current date. Addresses ticket #2327
  • Fix longstanding resizing bug with the columns in the register (at least on Windows). Addresses ticket #2328
  • Tweak to Graph/Report list window
  • Updated style of budget bars settings button for consistent appearance
  • Distinguish graphs and reports in the add/remove sidebar window so that similar-named graphs/reports like Income And Expense aren't confusingly right next to each other
  • Improve efficiency of asset allocation graph in portfolio panel
  • Improved asset allocation graph to memorize whether the graph is for the 'current date'
  • Increased buffer sizes to improve performance when reading/writing to network files

Build 728 20091217-0115:

  • Added mechanism for truncating OFX Transaction IDs for certain banks (I'm looking at you, Discover)
  • Added menu item and shortcut key (ctrl/cmd-shift-F) for the advanced search window
  • Fix bug where memorized reports could not be removed (#2316), make reports and graphs consistent
  • Account Balances report: move the "all account types" checkbox below the account selector so that it looks more connected to the account selector
  • Account Balances report: Changed the name of "all account types" to be more descriptive (include income/expense categories)
  • Fix reconcile register redrawing when a transaction was modified (for example, cleared) in a different register
  • Net Worth Report: Do not allow selection of securities (too much info) but automatically roll security values into investment account values. Reduce over-use of boldface font.
  • Change account balances per user requests (#2336) so that one currency type is used, but they can still see shares in the last column
  • Fixed bug in which the first startup window would disappear when attempting to start by importing a QIF file but the main MD window would never appear
  • remove license key line from stderr console (bad idea... it should go in the About window)
  • downloading: Fixed bug in which reverting a similar-match transaction does not set the description/memo fields back to the original online values
  • downloading: the merge-match scanner now no longer considers any transactions that have been marked as 'cleared' by the user

Build 727 20091215:

  • Reduced maximum memory flag on windows installer/launcher in hopes that it fixes the unable-to-start-JVM error some people are seeing
  • Removed newline from select-extension-source header text and made the text fill the available space
  • When installing an extension from a file, remove the extra step of typing a filename or clicking the "Browse" button
  • Added a 10 pixel space above security performance graph for a little more visual separation
  • Removed redundant top line border from investment register filter panel
  • Removed obsolete "show online transactions" menu item
  • Added new "Confirm Selected New Transactions" menu item (shortcut: command-enter) for accepting the displayed suggestion for confirming selected online transactions
  • Side bar fixes to add/remove dialog to fix 'Current Balance: null', put tooltips back in to show full account name, don't show a tooltip if it doesn't exist
  • Allow 'null' sidebar selections to go through the controller, preventing the need to sometimes select a non-homepage entry in order to get home-page clicks to work
  • Put full path to data file back into main window title bar on non-macs

Build 726 20091214-1252:

  • Fix selection bug introduced when fixing the select-by-type bug
  • Fix Tag Summary report to be consistent with the data model, fix negation applied inside loop
  • Repair Net Worth report issue in which starting balance of transaction-less accounts was not included
  • Revamp security detail panel to use new charts
  • Generate graphs on a background thread to keep the UI responsive
  • Net Worth Report: now that securities are selectable auto-select securities (and other child accounts) when selecting the parent
  • update payee-specific information such as account number list when the user changes the payee in the send-payment window
  • no longer omit hidden-on-home-page accounts from sidebar by default

Build 725 20091212-0008:

  • default settings now have the automatic download turned off
  • widened range of free-upgrade license keys
  • don't show redundant split count in tags field
  • fix error reported in ticket #2317
  • refine handling of automatically-added graph/report suffixes
  • return Account menu to its rightful place and fixed a few look-and-feel related issues
  • fix error reported in ticket #2312
  • fix ticket #2282 and remember the size and location of upcoming reminders
  • print license key to the error log/console window upon startup
  • updated copyright statement and tweaked about box
  • added keyboard shortcut to show/hide sidebar (command-shift-S)
  • added lazy loading of register panels to conserve memory and startup time
  • added transaction filter to investment register
  • added "unconfirmed" filter to both bank and investment registers
  • added scrolling back to the portfolio panel
  • changed the "actions" button in the budget bar home page panel to a "settings" button
  • added OS name/version and Java VM version/vendor to the console at startup
  • fixed "save as" error that some (out of date?) versions of Mac java would produce
  • better memorization of currency graph parameters
  • address ticket #2176 by converting all values to a single currency when building asset allocation graph so that we are now comparing apples to apples
  • include cash balance of investment account in the asset allocation graph
  • fix bug that caused MDV8 encrypted data files to lose their encryption after being loaded and saved while in debug mode
  • now save all files using the MDV8 data file format (as opposed to just when in debug mode)
  • fixed really old bug causing incorrect initial column widths in the edit-splits window
  • fixed hang when reverting online transactions
  • slight change to try and fix register focus after clicking in the register
  • include securities when the parent investment account is included in net worth report
  • allow selection to include securities in the net worth report (note: may conflict with above change)
  • changed "Summary Page" to "Home Page" in View menu

Build 720 20091207-1409:

  • various fixes to background tasks including downloading and autosaving

Build 719 20091207-0125:

  • Fixed register spacebar issue from build 717
  • Fixed report tag filtering in multiple places
  • Fixed record-on-date behavior of calendar popup
  • Fixed close-window-and-exit bugs in archiving process and when deleting the account that is opened in the only visible register
  • Fixed Tag Total Report to handle tags that are assigned on either side of a transaction
  • Renamed Transaction Tag Total report to Tag Summary report
  • Allow calendar popup menu to show an option to record the next occurrance of a reminder, as long as it is in the next month (plus three days)
  • Fixed display of tags in the register, specifically tags that come from the "other side" of a transaction
  • Removed double-alert message when downloading transactions from an account register
  • Download status (number of transactions downloaded) is now reported in the status bar rather than showing the popup window when there are no more new transactions
  • Downloading, apart from background downloading now (temporarily) happens in the foreground instead of a background thread

Build 717 20091206-1706:

  • Repair the incorrect total swap of account balance and net worth reports, moving parameters back to where they belong. Trac #2208
  • Added Tag Summary report
  • Added batch-change of tags
  • Fixed cross-platform button placement on certain dialogs
  • Fix bug in duplicating budget (Trac #2280), add ability to set budget dates for all budget items in one fell swoop
  • Changed reconciler window to use modern register type with improved keyboardability

Build 716 20091205-0114:

  • Fixed error when setting title bar before the UI is fully constructed
  • Fixed error when invoking certain menus (such as remove-extension)
  • Fixed appearance for some button bar panels when on a mac
  • Display tags from 'other side' of a transaction in the register
  • Improve algorithm for finding similar transactions to those that have been downloaded
  • Repaired and improved behavior of the accept-downloaded-transaction panel
  • Improved text layout on various dialog boxes and text panels
  • Add java version to the message log upon startup

Build 715 20091203-0033:

  • tweaked text message panels for more efficient sizing
  • Ensure graph data set colors are in sync when multiple related graphs are shown with new JFreeChart API
  • Added filtering by tags to cash flow and detailed cash flow reports
  • Added filtering by tags to income and expense graphs
  • Added transaction filtering to the income and expenses reports (regular and detailed)
  • re-added backward compatibility for some memorized graphs that only apply to a selection of accounts
  • Enabled new account selection panel for income and expense reports
  • Fixed window title bar test when the home page or non-account registers are selected
  • Fixed initial state of View->Show/Hide Source List menu