RELEASE NOTES
3.05 Release Updates
1) Added markers to show link between multiple To/From account transactions on Transaction History screen.
2) Updates to OFX/QFX file processing.
3) Fixed problem that caused income accounts to be improperly shown when viewing past budgets
4) Fixed problem that did not handle the attempt to create duplicate account names properly.
3.04 Release Updates
1) Fixed problem with initial Payable/Receivable accounts when entering transaction from Reconciliation screen.
2) Fixed problem on Reconciliation screen that kept some OFX/QFX files from being processed.
3.03 Release Updates
1) Work-around for problem with OFX/QFX files with inconsistent transaction IDs dependent on account activity.
2) Fixed problem that kept account balance from being auto-updated from Reconciliation screen when updating initial budget.
3.01 Release Updates
1) Work-around for problem with HSBC OFX files (their .QFX files can be processed correctly).
2) Added toggle to contents of RollOver Ratio and Expenditures boxes on main screen.
3.00 Release Updates
1) Fixed problem that caused incorrect amount to be displayed on Budget Update screen after editing a Credit Card payment.
2) Fixed problem with closing RollOver accounts when opening a new monthly budget.
3) Added Forecasting module to Reports screen.
2.74 Release Updates
1) Fixed problem that caused first expense category to be missing from Spending Report
2) Fixed field display problem on Reminder screen
3) Fixed problem when switching a transaction's To/From accounts from the Transaction History screen
2.73 Release Updates
1) Fixed problem that caused expense to be removed from current budget when removed from budget template
2) Fixed problem updating entries in the pending transaction list on the Budget Update screen
2.72 Release Updates
1) Workaround for displaying dates added to compensate for issue with Windows® 10 Creator's Edition
2) Added indicator to Reminders screen to denote reminders with an attached transaction
3) Fixed problem that prevented editing of split transactions from the Transaction History screen.
2.71 Release Updates
1) Added option to display Reminders by type
2) Added graphical view of Non-Discretionary expense allocations to Account Setup screen
2.70 Release Updates
1) Added graphical view of expense allocations to Account Setup screen
2) Fixed problem exiting View Past Budget screen after viewing Summary Report
3) Fixed incorrect value display on Summary report (from 10/2016 until upgrade to v2.70)
4) Added charts to Summary, Difference, and Rollover reports
5) Added Spending report
2.63 Release Updates
1) Enhanced display of Non-Discretionary Account information on the Account Setup screen.
2.62 Release Updates
1) Fixed problem with using an inactive Receivable or Payable account as the 'From' account in a transaction.
2.61 Release Updates
1) Fixed problem with saving updates from the Set Account Balances screen.
2) Fixed problem with duplicate Merchant and duplicate Payee
names.
2.60 Release Updates 1) Compensate for bank error in construction of OFX file - Transaction ID for previously cleared transaction changed by bank from one download to the next.
2.55 Release Updates 1) Fixed problems with editing transactions in the
multiple To/From accounts dialog.
2) Fixed problem that prevented transactions being added
from Reconciliation screen.
3) Compensate for bank error in construction of OFX file -
Merchant Name erroneously placed in Memo field.
2.54 Release Updates 1) Added support for for version 2.xx OFX transaction files. 2) Fixed problem that caused next check number to be improperly set. 3) Added in-program notification of update availability. 2.53 Release Updates 1) Tentative Matching can now be disabled for Checking Reconciliation. 2) Main screen now shows monthly allocation remaining as a dollar amount instead of a percentage. 3) Fixed problems in handling Multiple To/From Account transactions on the Reconciliation screen. 4) The Multiple To/From account dialog now requres at least 2 accounts be entered. 5) Fixed Windows 10 related issues on Reconciliation screen. 2.52 Release Updates 1) Retain last expense category for credit transactions entered from Reconciliation screen as the default for future transactions with the same merchant. 2) Fixed problem that allowed a transaction to be matched against a previously matched transaction on the Reconciliation screen. 3) Fixed error generated when entering a transaction using a credit account that does not have an Action Day specified. 4) Credit card payments can now be added to the budget template without also being added to the current budget. 2.51 Release Updates 1) Fixed problem that could cause Allocation and Expended totals to be incorrectly recorded during budget "close-old / open-new" process
2.50 Release Updates
1) Added Action Day, Over Budget, RollOver Funding alerts to main screen
2) Non-discretionary flag (in Account Setup) now used to calculate the
Non-Discretionary (Emergency Fund) ratio
3) Added Setup Guide interview to aid in creation of first working budget
4) Added Help (via Menu or <F1> key) for each screen
5) Allow Expense type account to be converted to a RollOver type