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Release Notes

Moneyspire 2018 Release Notes


Version 18.0.39 (2018/09/05)
  • Can now reset Moneyspire Connect account from the Moneyspire Connect setup window
  • Check calibrator now supports wider checks
  • Fixed issue with currency rates download
  • Fixed issue with Moneyspire Connect last download date being incorrectly set
Version 18.0.36 (2018/05/18)
  • Fixed issue with Direct Connect setup with some banks
Version 18.0.35 (2018/05/16)
  • Closed accounts are now hidden from category field when adding a new transaction and in other parts of the application
  • Other changes/fixes
Version 18.0.34 (2018/05/15)
  • Fixed issue with importing of Moneyspire Connect transactions
Version 18.0.33 (2018/05/11)
  • Fixed issue with inline transaction editor
Version 18.0.30 (2018/05/02)
  • Added refresh button to Moneyspire Connect Setup window for troubleshooting and making sure accounts are up-to-date
Version 18.0.29 (2018/04/27)
  • Fixed issue with Moneyspire Connect
  • Fixed issue with application not starting on some systems
Version 18.0.28 (2018/04/26)
  • Released new and improved Moneyspire Connect service (Note: you must relink your Moneyspire Connect accounts in this update)
  • Fixed issue with OFX file import
  • Other changes/fixes
Version 18.0.27 (2018/04/05)
  • Fixed issue with investment account balances
  • Fixed issue with QIF imports
  • Other changes/fixes
Version 18.0.26 (2018/04/02)
  • Can now subtotal reports by tag for Income vs. Expense reports
  • Transaction history report now displays transaction tags
  • Payees and categories are no longer required when adding a transaction or reminder
  • Can now include blank (unassigned) payees and categories in reports
  • Fixed issue with CSV import preview window (Mac)
  • Total is now displayed at bottom of account list in Accounts screen
  • Other changes/fixes
Version 18.0.24 (2018/03/26)
  • Fixed issue with starting app (Mac)
  • Improved QIF import speed and responsiveness
  • Added progress bar to QIF import window
Version 18.0.23 (2018/03/23)
  • Now checks for software updates when application is launched, instead of when application is closed
  • Added XCD currency
  • Fixed issue with inline transaction editor
  • Can now hide sidebar from the View menu
Version 18.0.21 (2018/03/12)
  • Added preference to not automatically categorize imported transactions
  • Added preference to customize default data folder
  • Added option to View menu to hide cleared transactions from transaction register
  • Income is displayed first in Income vs. Expense reports
  • Improved duplicate transaction checker when importing transactions from financial institutions
  • Can now select date for Balance Sheet report
  • Fixed Online Bill Pay issue with some institutions
  • Other changes/fixes
Version 18.0.21 (2018/03/12)
  • Added preference to not automatically categorize imported transactions
  • Added preference to customize default data folder
  • Added option to View menu to hide cleared transactions from transaction register
  • Income is displayed first in Income vs. Expense reports
  • Improved duplicate transaction checker when importing transactions from financial institutions
  • Can now select date for Balance Sheet report
  • Fixed Online Bill Pay issue with some institutions
  • Other changes/fixes
Version 18.0.20 (2018/03/06)
  • Fixed issue with loan reminders not appearing in balance forecast for source account
Version 18.0.19 (2018/03/05)
  • Added support for Belarusian Ruble, Moldovan Leu, Seychelles Rupee, Moroccan Dirham and Ukrainian Hryvnia currencies
  • Printout of Accounts screen now shows market values for investment accounts and not cash value
  • Fixed problem with Online Bill Pay feature not working with some banks
  • Investments no longer have to be selected in Portfolio window when downloading prices
  • Loan reminders are now included in balance forecasts for loan accounts
  • Other changes and fixes
Version 18.0.18 (2018/01/08)
  • Improved QIF import
  • Improved CSV import
  • Can now import OFX/QFX files that contain extra text at the bottom
  • Improved German translation
  • Added scrollbar to report settings section
  • Fixed issue with balance in transaction register when custom date range is selected
Version 18.0.16 (2017/12/28)
  • Added German translation
  • Improved QIF import
Version 18.0.15 (2017/12/21)
  • Fixed Moneyspire Connect issue
  • Can now transfer to investment accounts from non-investment accounts
  • Fixed QIF import issue
  • Other changes and fixes
Version 18.0.14 (2017/12/17)
  • Fixed issue with splits
  • Fixed issue with Moneyspire Connect
  • Other changes and fixes
Version 18.0.13 (2017/12/14)
  • Improved QIF import
  • Improved stock price downloads
  • Improved exchange rate downloads
  • Other changes and fixes
Version 18.0.12 (2017/12/11)
  • Fixed various QIF/QMTF import issues
  • Fixed issue with reauthenticating Moneyspire Connect connections
  • Other changes and fixes
Version 18.0.11 (2017/12/05)
  • Fixed issue with QIF and CSV import dates on some systems
  • Fixed issue with OFX import/Direct Connect not working on some systems (Mac)
  • Other changes and fixes
Version 18.0.10 (2017/12/04)
  • Fixed issue with investment transactions
  • Fixed issue with Online Bill Pay
  • Other changes and fixes
Version 18.0.9 (2017/12/01)
  • Fixed issue with import duplicate transaction checker
  • Added "All" and "Clear" buttons to Import Direct Connect/Moneyspire Connect window
  • Fixed issue with reports on Japanese systems
  • Fixed issue with printing checks on French systems
  • Other changes and fixes
Version 18.0.8 (2017/11/28)
  • Investment transactions can now be categorized and included in reports
  • Fixed issue with downloading of stock quotes from certain exchanges
  • Other changes and fixes
Version 18.0.6 (2017/11/21)
  • Added Cost Basis to Portfolio window
  • Added Percent Gain to Portfolio window
  • Added summary to bottom of Portfolio window
  • Can now view Portfolio for specific account rather than all accounts
  • Portfolio window is now resizable
  • Portfolio window is now colored
  • Improved stock quote download
  • Other changes and fixes
Version 18.0.5 (2017/11/16)
  • Fixed issue with downloading of stock quotes
Version 18.0.4 (2017/11/15)
  • Fixed downloading of stock quotes
  • Fixed downloading of currency rates
  • Fixed QIF import issue
  • Fixed copy to spreadsheet issue
  • Other changes and fixes
Version 18.0.3 (2017/11/12)
  • Fixed issue with Direct Connect and some financial institutions
  • Fixed issue with report tags
  • Added zero baseline to balance forecast chart
  • Other changes and fixes
Version 18.0.2 (2017/10/26)
  • All transactions are now checkmarked by default in Balance Forecast
  • Fixed issue with budget summaries
  • Reminder is now marked as cleared when Clear New Transactions preference is turned on
  • Other changes and fixes
Version 18.0.1 (2017/10/15)
  • Fixed issue with transaction register columns
Version 18.0.0 (2017/10/12)
  • Brand new 2018 release
  • Improved user interface that is more attractive and easier to read
  • Added new Tags feature for enhanced transaction categorization and reporting
  • Added new Monthly Comparison report to report category amounts over multiple months in a spreadsheet-like view
  • App is now a 64-bit optimized application for better performance (Mac)
  • Can now drag and drop import files into application window for quicker importing
  • Can now search for payee text in Find window rather than having to match payee exactly
  • Balance forecast now includes a chart
  • Balance forecast now includes uncleared transactions
  • Can now print Budget screen
  • Can now copy budget to spreadsheet
  • Reminders list is now included when printing the Reminders calendar
  • Direct Connect and Moneyspire Connect import windows are now unified for quicker importing
  • Added Loan Reminder feature to automatically calculate interest and principal payments
  • Reconcile feature now remembers last reconcile date
  • Also includes changes from last few updates: Budget Rollover, Multi-Language Support, Moneyspire Connect, Moneyspire Cloud, etc.
  • Other changes and fixes