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Release Notes

Moneyspire 2016 Release Notes

Version 16.0.50 (2016/09/10)

• Fixed Direct Connect issues that were affecting some banks.

Version 16.0.48 (2016/06/24)

• Fixed issue with printing checks.
• Fixed issue with Direct Connect with some banks.
• Fixed issue with reminders sometimes not ending after the specified end date.
• Fixed issue with File->Save As menu option on some systems.

Version 16.0.47 (2016/06/14)

• Changed "checks" to "cheques" for U.K. English users.
• Fixed issue where changes were not automatically saved when app is quit on some systems.
• Fixed issues with some financial institutions and Direct Connect, and added support for more financial institutions.
• Can now toggle reminders on and off in Balance Forecast feature so you can experiment with future balances.

Version 16.0.46 (2016/06/07)

• Fixed issue with help file sometimes not working.
• Fixed issue with Moneyspire data files not being opened when double clicked.
• Fixed issue with some detailed report items not being grouped together correctly.
• Fixed issue with deleting budget.

Version 16.0.44 (2016/05/28)

• Fixed problem with loading databases that are marked as read-only.
• Fixed problem where Help->Show Data Folder menu option showed temporary folder instead of actual folder.
• Took currency symbols out of report and budget screens for easier reading (currency symbol still in heading to denote currency used).
• Can now specify import start date for OFX, QFX, QIF and CSV file imports.
• Fixed problem with help button icon not correctly displaying on some Windows versions.

Version 16.0.43 (2016/05/24)

• Fixed problem with inline transaction form.

Version 16.0.42 (2016/05/24)

• Updated application icon (icon is now a red checkbox).
• Changed the way data files are loaded so that files accessed through network will now work properly.
• Fixed problem with Direct Connect and some financial institutions that report software is out of date.

Version 16.0.41 (2016/05/18)

• Accounts, Categories, Reminders, Budgets, Payees and Currency windows are now resizable, and their size and location are now remembered.
• Fixed problem with budgets and currencies that use a comma as a decimal separator instead of a decimal point.

Version 16.0.40 (2016/05/09)

• Fixed problem with Direct Connect on some account types in version 16.0.38/16.0.39 upgrade.
• Closed accounts are no longer shown in Direct Connect account list.

Version 16.0.39 (2016/05/09)

• Fixed problem with amounts with symbols (i.e. "$19.95") not being allowed in amount fields.

Version 16.0.38 (2016/05/08)

• Calculations that end with an arithmetic operator (but no number) no longer fail (i.e. "14.95+26.99+10+")
• Importing investment account transactions via Direct Connect, OFX and QFX files no longer unnecessarily asks user to specify account for transaction transfers.
• Improved Direct Connect and OFX/QFX file importing for non-investment accounts (like checking accounts held at investment brokerages).
• Added shortcut keys for date fields: "+": One day forward, "-": One day back, "t": Today, "m": Beginning of month, "h": End of month, "y": Beginning of year, "r": End of year.
• Typing the first few characters of an item in a list will now highlight it (for example, in the Tools->Categories menu option if you type "Foo" it will highlight the item labeled "Food").
• Fixed issue with negative results being allowed in amount fields when they were not supposed to be allowed (when user inputted a calculation).
• Improved QIF file import from other financial software applciations.
• Added "Shares in" and "Shares out" investment transaction actions.

Version 16.0.37 (2016/03/22)

• Fixed application launch error on OS X 10.7 and 10.8 systems.

Version 16.0.36 (2016/03/21)

• Can now input calculations directly into amount fields (i.e. "30.23 + 4.95" will result in "35.18").
• Can now paste values into amount fields that contain symbols (i.e. "$23.54", "(23.54)", "-23.54", etc.).
• Clicking on a blank spot on the left side bar no longer selects last row.
• "Category" column header no longer gets cut off on reports in some situations.
• Updated the popup calendar and calendar button in the date field to make the date field more compact and sleek.
• Fixed QIF importing issues.

Version 16.0.35 (2016/02/26)

• Fixed issue with detailed cash flow report not sorting correctly by category name.
• Fixed issue with deleting payees, and can now select multiple payees when deleting them.
• Fixed issue with not being able to scroll down accounts on left side.
• Other enhancements, changes and fixes.

Version 16.0.34 (2016/02/15)

• Can now set budget amounts for account transfers.
• Reports now include account transfers.
• Other enhancements, changes and fixes.

Version 16.0.33 (2016/01/26)

• Fixed issue with split memos not showing up in reports.
• Fixed issue with incorrect number of splits displayed in transaction register in the category column.
• Fixed issue with adding split transactions (Windows).
• Other enhancements, changes and fixes.

Version 16.0.21 (2015/11/12)

• Moved transaction register buttons and search field back to the top.
• Replaced "+" and "-" headings back to "Credit" and "Debit".
• Fixed issue with deleting reminders.
• Other enhancements, changes and fixes.

Version 16.0.20 (2015/11/04)

• Today's date on the reminder calendar is shaded so you can easily spot it.
• Moved transaction register buttons and search to the bottom of the screen for user interface consistency.
• Made other adjustments to the user interface to improve consistency and ease-of-use.
• Other enhancements, changes and fixes.

Version 16.0.18 (2015/10/30)

• Fixed issue with cleared balance.
• Other enhancements, changes and fixes.

Version 16.0.17 (2015/10/29)

• Fixed issue with reminders accidentally popping up when clicking another window over the reminders calendar.
• Now reminders in the calendar must be double-clicked to be recorded rather than single clicked (for user interface consistency and to prevent accidental clicking).
• Changed "Record" button text to "Save" when adding or editing transactions, reminders, etc. to make the functions clearer to understand.
• Other enhancements, changes and fixes.

Version 16.0.16 (2015/10/27)

• Updated graphics and changed reminder calendar day color to make it easier to read.
• Reminder calendar now shows future upcoming reminders, just not the current upcoming ones.
• Closed accounts are no longer shown on left side (you can view them in the Tools->Accounts menu option).
• Added option to print vouchers below checks.
• Changed "Debit" and "Credit" headings to "➕" and "➖" to make them more clear and easier to understand.
• Added "Duplicate Transaction" and "Duplicate With Today's Date" features (found when right-clicking a transaction).
• Added Show Local Data Folder option in Help menu.
• Added Show Log Folder option in Help Menu.
• Added Memo Reminder feature which allows you to add non-transaction reminders to remind you of general financial tasks you need to accomplish.
• Fixed reminder end date issue.
• Split transactions now display number of splits in the Category column and are colored for easier reading.
• Added keyboard shortcuts for import feature.
• Open dialogs now attempt to start off in the correct folder when possible.
• Fixed issue with View->Hide Reconciled menu option not being remembered when application is closed.
• Now remembers Notes window location.
• Splits window can now be resized.
• Other enhancements, changes and fixes.

Version 16.0.15 (2015/10/15)

• Fixed issue with initial balance not being correct when setting up Direct Connect for the first time.
• Added shortcut button to main window for import feature.
• Other enhancements, changes and fixes.

Version 16.0.11 (2015/10/05)

• Fixed issue with Direct Connect feature and some financial institutions.
• Fixed issue with payee and category popup menus not showing selection without scrolling down.
• Fixed issue with autocomplete and matching case when adding transaction.
• Certain date formats now display appropriately in the date field when adding transaction and other functions (Windows).
• Fixed issue with software auto update.
• Other enhancements, changes and fixes.

Version 16.0.8 (2015/10/02)

• Fixed issue where some list columns were not wide enough on some systems.
• Fixed issue with transaction register custom date range not being saved when application closed.
• Other enhancements, changes and fixes.

Version 16.0.7 (2015/10/02)

• Added preference “Use form to add and edit transaction”.
• Added preference “Don't remember last date when adding transaction”.
• Added preference “Automatically mark as cleared when adding transaction”.
• Added preference “Don't automatically mark as cleared when importing transaction”.
• Added preference “Backup Folder”.
• Can now hide cleared transactions when Reconciling.
• Can now resize Reminders calendar.
• Fixed issue with copying and pasting text when adding/editing a transaction.
• Added Direct Connect support for more financial institutions.
• Can now Show Backup Folder from Help menu.
• Showing Data Folder from Help menu now opens the folder the current data file is in (and not the default data folder).
• Other enhancements, changes and fixes.

Version 16.0.6 (2015/09/18)

• Added transaction register search feature.
• Added menu option to open folder containing data and backups (Help->Show Data Folder).
• Other enhancements, changes and fixes.