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Release Notes

Moneyspire 2017 Release Notes

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Version 17.0.57 (2017/09/19)

• Fixed Moneyspire Connect setup issue
• Other changes and fixes

Version 17.0.55 (2017/09/08)

• Improved Direct Connect setup (Tools->Direct Connect setup menu option)
• Fixed budget progress bar issue with new budget rollover feature
• Other changes and fixes

Version 17.0.54 (2017/09/02)

• New budget rollover feature (enable from the Edit Budget window)
• Transaction notification arrow now appears on accounts shortcut list
• Other changes and fixes

Version 17.0.53 (2017/08/29)

• Added support for Italian and Portuguese languages
• Translated help manuals for supported languages
• Other changes and fixes

Version 17.0.52 (2017/08/26)

• Added support for French language
• Merged QIF and QMTF import features
• Other changes and fixes

Version 17.0.51 (2017/08/25)

• Added support for UK English and Spanish
• Fixed QIF import issue
• Other changes and fixes

Version 17.0.48 (2017/08/17)

• Improved importing of splits from QIF files from other financial applications
• Other changes and fixes

Version 17.0.47 (2017/08/13)

• A gray arrow now marks accounts on the account list that have new transactions from imports
• Fixed Direct Connect issue for some institutions
• Other changes and fixes

Version 17.0.46 (2017/08/10)

• Investment account market values are now displayed on the Accounts screen instead of the cash balance
• Improved importing of QIF file for investment accounts
• Other changes and fixes

Version 17.0.45 (2017/08/03)

• Improved Income vs. Expense Detail report
• Other changes and fixes

Version 17.0.44 (2017/07/26)

• Enhanced the Advanced Find feature to allow searching for the other end of transfer transactions
• Other changes and fixes

Version 17.0.43 (2017/07/24)

• Fixed QIF export issue
• Fixed Direct Connect import issue
• Other changes and fixes

Version 17.0.42 (2017/07/23)

• Can now specify accounts in Balance Sheet and Net Worth Trend reports
• Balance Sheet and Net Worth Trend chart reports now show market value for investment accounts (instead of cash balance)
• Can now print Reconcile screen
• Other changes and fixes

Version 17.0.41 (2017/07/18)

• Fixed issue with transaction history report dates being cut off on some systems
• Added option to switch Withdrawal and Deposit fields in transaction register (View->Column Order menu option)
• Newly imported transactions in the register are now marked with an arrow for easy spotting (until you close the application)
• Fixed issue with Moneyspire Cloud set up on some systems
• Other changes and fixes

Version 17.0.40 (2017/07/07)

• Improved import duplicate transaction checker so it does not keep reporting transfer transactions as duplicates for OFX/QFX, Direct Connect and Moneyspire Connect imports
• Fixed Moneyspire Cloud issues that some customers were experiencing
• Investment account transaction register now displays share quantity and value

Version 17.0.37 (2017/07/01)

• Maintenance release

Version 17.0.36 (2017/06/29)

• Minor adjustments/fixes

Version 17.0.35 (2017/06/28)

• Added new Moneyspire Cloud service for easy sharing of Moneyspire data between computers and mobile devices (Tools->Moneyspire Cloud Setup menu option)
• Invoice output now displays the text "Description" instead of "Product" for item list
• Other enhancements, changes and fixes

Version 17.0.34 (2017/06/10)

• Fixed issue with autocategorization of blank payees when importing transactions
• Now remembers duplicate transactions so you are no prompted to check them off again when importing your transactions via Direct Connect, Moneyspire Connect, and OFX/QFX file imports.

Version 17.0.30 (2017/05/30)

• Fixed issue with importing transactions (Windows)

Version 17.0.28 (2017/05/16)

• Fixed issue with setting up Moneyspire Connect with some financial institutions
• Fixed issue with setting up Moneyspire Connect on Windows 7
• Other changes/fixes

Version 17.0.27 (2017/05/06)

• Added new Moneyspire Connect service for downloading transactions from over 9,000 financial institutions in the U.S. and around the world (learn more at www.moneyspire.com/moneyspire-connect)
• Can now bulk edit and delete transactions from the Advanced Find window
• Further improved reports to fit larger numbers
• Other changes/fixes

Version 17.0.25 (2017/04/20)

• Further improved reports to fit larger numbers
• Other changes/fixes

Version 17.0.24 (2017/04/17)

• Transaction register is now sorted by sort column selected, and then by transaction input order, sorting by date remains the same (first by date, then by input order with deposits being first)
• Pie charts are now limited to 20 of the largest slices (with the 20th slice containing all excess slices), making pie charts easier to read and fit on the screen
• Modified reports to better fit large numbers/text
• Other changes/fixes

Version 17.0.23 (2017/04/13)

• Fixed issue with Advanced Find feature and splits
• Transaction register now sorts first by date and then secondly by any other selected column (i.e. Category, Payee, etc.)
• Fixed issue with long amounts or text not showing in some reports
• Fixed QIF import issue
• Other changes/fixes

Version 17.0.22 (2017/04/11)

• Added support for importing QMTF (Quicken Mac export) files
• Fixed potential issue with some windows not opening properly
• Added option to investments to divide downloaded price by 100 (Such as for users in the UK)
• Fixed check printing problem introducted in version 17.0.21 (Windows)
• Fixed report landscape printing problem introducted in version 17.0.21 (Windows)
• Can now customize check font
• Added Retina support
• Updated user interface
• Other changes/fixes

Version 17.0.21 (2017/03/30)

• Can now add a new reminder by double-clicking an empty space in the calendar
• Can now add a new transaction by clicking on an empty space in the transaction register
• Duplicating/copying and pasting a transaction no longer copies its reconciled status
• Can now go to specific page numbers in report viewer
• Can now add a new reminder by double-clicking an empty space in the calendar
• Fixed CSV import issue
• Other minor improvements/fixes

Version 17.0.20 (2017/03/17)

• Released brand new Moneyspire 2017 Pro edition with invoicing feature

Version 17.0.19 (2017/03/09)

• Fixed summaries in Income vs. Expense reports
• Fixed issue with Cash Flow Detail report not working when there were an excess amount of transactions to report
• Improved look and feel of Budget screen
• Added Transaction History report

Version 17.0.17 (2017/03/05)

• Replaced Cash Flow reports with Income vs. Expense reports for better reporting capabilities
• Renamed Balances/Net Worth report to Balance Sheet report
• Foreign currency amounts are now preserved in Balance Sheet report
• Added new accounts list print out feature

Version 17.0.16 (2017/03/02)

• Report rows are now colored for easy reading
• Improved QIF import
• Expenses chart now displays saved report title
• Fixed problem where duplicate imported transactions were marked as cleared when they were already reconciled

Version 17.0.15 (2017/02/24)

• Saved report name now shows as title of cash flow summary and cash flow detail reports
• Improved export to spreadsheet feature
• CSV import settings are now remembered
• Fixed CSV import issues
• Currency exchange rate downloads are now more up-to-date

Version 17.0.14 (2017/02/23)

• Now remembers if Accounts and Saved Reports folders are expanded in Shortcuts bar
• Added Tools->Saved Reports menu option to edit and delete saved reports
• Other minor changes and fixes

Version 17.0.13 (2017/02/21)

• Improved check calibrator
• Fixed backup folder issue
• Updated Direct Connect financial institution list
• Improved Direct Connect
• Can now close some app windows with Esc key

Version 17.0.11 (2017/02/09)

• Added new file browser to make opening Moneyspire files and backups easier
• Updated Direct Connect financial institution list
• Updated help manual

Version 17.0.10 (2017/02/08)

• Accounts are now grouped by type with totals on the Accounts screen
• Fixed Direct Connect issues
• When the transaction register is sorted by date, transactions with the same date are listed in the order they were inputted (deposits are still listed first)

Version 17.0.7 (2017/01/29)

• Moved black menu bar (Accounts, Reminders, Budget, and Reports tabs) from left side of app window to top of app window (now they are green tabs at the top)
• Added Accounts/Saved Reports shortcut bar to left side of app window
• Added Income/Expense totals to budget screen
• Other minor fixes/changes

Version 17.0.6 (2017/01/15)

• Budgets now display parent category summaries
• Improved budget screen look and feel
• Other miscellaneous fixes and changes

Version 17.0.5 (2016/12/19)

• Added subtotal by parent category option in reports, so now you can subtotal by individual category or parent category (in addition to payee)
• Added Assets vs. Liabilities chart on Accounts screen
• Fixed issue with report totals not being displayed correctly with some currencies
• Other miscellaneous fixes and changes

Version 17.0.4 (2016/11/08)

• Added new visual check printing calibration feature for improved check calibration
• Added feature to print transaction register (File->Print menu)
• Fixed issue with reminder calendar list being sized too small when app is launched
• Fixed issue with windows being hidden when app is launched (especially affected by multi-display computers)
• Other miscellaneous fixes and changes

Version 17.0.3 (2016/10/20)

• Reports now take up less space, to fit on smaller screens better
• Added File->Export Spreadsheet menu option for reports and transaction register
• Fixed issue with blank lines appearing in transaction register when View->Hide Reconciled Transactions menu option is selected
• Improved the speed of the Reminders section when loading several reminders
• Fixed issues with reports feature

Version 17.0.1 (2016/10/12)

• Enhanced reminder repeat options
• Enhanced reports feature
• Improved user interface
• Other enhancements and fixes