Release Notes

Version 24.0.9 - Desktop (2024/03/29)

• Added German translation
• Resolved issue with budget subtotals
• Unbudgeted expenses now included in status bar categories over budget
• Resolved issue with Overview screen error message (Windows)
• Other changes and fixes

Version 24.0.8 - Desktop (2024/02/24)

• Resolved issue with budget and custom date range
• Resolved issues with transaction register search field
• Resolved issue with Date Comparison report total
• Resolved issue with some investment accounts not being included in Balance Sheet report
• Resolved issue with blank categories being included in reports when tax-related is selected
• Resolved issue with exclude transfers option in Overview screen
• Resolved issue with investment checking accounts in Moneyspire Connect
• Resolved issue with currency format and importing OFX/QFX files
• Saved Reports window is now larger and resizable
• Resolved issue with Overview screen error message (Windows)
• Resolved issue with Moneyspire Connect Setup (Microsoft Store version)
• Resolved issue with Help > Show Log Folder menu option (Microsoft Store version)
• Other changes and fixes

Version 24.0.7 - Desktop (2023/12/08)

• Resolved issue with invoice number (Pro Version)
• Improved help manual
• Translated help manual to Spanish
• Translated help manual to French
• Translated help manual to Italian
• Translated help manual to Portuguese

Version 24.0.6 - Desktop (2023/11/28)

• Improved Spanish translation
• Added French translation
• Added Italian translation
• Added Portuguese translation

Version 24.0.3 - Desktop (2023/10/24)

• Resolved issue with popup fields (Mac)
• Resolved issue with Windows 7 (Windows)

Version 24.0.2 - Desktop/Mobile (2023/10/23)

• Resolved issue with not being able to click on categories in expenses report chart
• Resolved issue with setting budget amount for April on budgets with separate amounts for each month
• Resolved issue with clearing search (Windows)
• Now displays total due for invoices on the status bar at the bottom right (Pro Version)
• Added support for 3 decimal places for invoice rate (Pro Version)
• Resolved issue with downloading currency exchange rates when using comma decimal separator
• Resolved issue with currency conversion on Overview screen
• Resolved issue with currency conversion on parent accounts
• Resolved issue with transfers on mobile app (iOS/Android)
• Resolved issue with multiple currency transfers on mobile app (iOS/Android)
• Other changes and fixes

Version 24.0.1 - Desktop (2023/10/08)

• Resolved issues with Reminder calendar in dark mode (Windows)
• Green checkmarks no longer disappear after doing a reminders search
• Adjusted fonts sizes for transaction popup form
• Inline transaction form now has increased font sizes when larger font size is selected in preferences
• Added grand total at bottom of Income vs. Expense report when subtotaling by tag
• Added grand total at bottom of Income vs. Expense report when subtotaling by payee
• Now displays correct grand total difference when comparing two date ranges in Date Comparison report
• Transaction register now sorts correctly after search when adding transaction
• Now remembers Import CSV date format
• Can now copy budget amounts to other months for monthly budgets with separate amounts for each month
• Resolved issue with date not fitting in Transaction History report when large font size is selected in Preferences
• Resolved issue with duplicate transaction checker
• Parent accounts now display correct balance when they have child accounts with different currencies
• Other changes and fixes

Version 24.0.0 - Desktop/Mobile (2023/10/03)

• Brand new 2024 release
• Improved UI that is more aesthetically pleasing and functional
• Streamlined reports screen for more efficient report generation and viewing
• Can now generate reports for both tagged and untagged transactions together
• Now shows grand total for tag when generating Income vs. Expense Summary report and subtotaling by tag
• Added option to quickly exclude transfers from reports
• Added option to compare two date ranges (i.e. two specific years, two specific months, and so on) in Comparison report
• Now auto-completes existing saved report name when you are adding/editing a saved report so you do not have to type in the whole name
• Added back and forward buttons to make navigating through the application easier and more efficient
• Popup transaction window now uses larger font size if larger font size is selected in the Preferences
• Splits window now uses larger font size if larger font size is selected in the Preferences
• Left sidebar now groups accounts in expandable/collapsible sections
• Accounts tab now groups accounts in expandable/collapsible sections
• Can now mark accounts as favorites and they will be displayed at the top of the left sidebar (View > Sidebar Accounts menu option)
• Can now mark saved reports as favorites and they will be displayed at the top of the left sidebar (Tools > Saved Reports menu option)
• Can now sort reminders
• Can now search reminders
• Can now auto record reminders X days in advance
• Reminders that are set to automatically record now display a green checkmark
• Can now choose Reminders screen as start page in preferences
• Can now specify weekly budget amounts
• Added new weekly budget view
• Added new yearly budget view
• Added Export button to Budget screen to export budget to PDF and spreadsheet
• Now shows the last date you updated your file to help you remember where you left off (bottom of Overview screen status bar)
• Added new weekly view for Overview screen
• Added new yearly view for Overview screen
• Added new custom date range view for Overview screen
• Added option to quickly exclude transfers from overview screen
• Can now bulk edit transaction dates
• Can now specify investment accounts as the source account for reminders
• Moneyspire Connect downloaded transactions can now be automatically categorized based on vendor industry (Tools > Categories menu option)
• Added Apple Silicon optimized version for M1/M2 processors in addition to Intel (Mac version)
• Added additional world currencies
• Can now sort invoices (Pro version)
• Can now search invoices (Pro version)
• Added multi-currency support to mobile apps (iOS/Android)
• Mobile apps now display more transaction history (iOS/Android)
• Added Face ID/Touch ID support to mobile app (iOS)
• And many more improvements and fixes