Updated OS Builds If report contains content that doesn't exist (i.e. category not in date range) alert the user. Icon update to Liquid Glass

Features . Improved account navigation to allow for larger visual space . Improved look and feel of group account charting . Improved look and feel of charting colors, fonts, labels . Account Groups .. Charts now show balance on hover (on bars that have changes) .. Triangles indicate change in balance .. Improved pie chart with totals (donut style) . Reporting data now allows multiselect (for copy) . Report values can be copied (to the clipboard) . Account values can be copied (to the clipboard) . Added tips for common functionality Bug Fixes . Show proper recommendations when editing Scheduled Entry . In account groups scheduled entries, include entries that across other accounts in other groups

Features . Improved color scheme, consistent dark mode colors added to charts . Improved investment transaction import, take into account transaction type to report payment/deposit . Improved refresh of account data if account is open during import . Reduce crowding in layouts . Allow moving of transactions across acounts . Limit category list to include investment or accounts depending on related entries (i.e. if account only show account) . Improve month based reporting to include first / last day (improve day time filtering) . On group view of accounts, show total amount as part of pie chart . Improved grid line visuals on charts . Improved value formats on chart axis depending on value amounts . Improved scheduled entry creation and lists . Improved scheduled entry setup, don't update values if user hasn't changed fields . Improved refresh of related views when scheduled entries are added,deleted,modified . Improved sorting in scheduled entries Bug Fixes . Fix refresh issue when importing transactions, now refreshes if user is viewing account/investment and completes transaction import . Allow create/update of number values on account and investment entries . Account type group views should listen for refresh events (i.e. if scheduled entries added update the view) . Fixed crash when group view charts change set of accounts . Allow update of scheduled entry to change whether or not it uses business days . Fix sorting of scheduled entries by frequency . Ensure when scheduled entry is added the scheduled entries view is refreshed . Ensure visuals in group account views are consistent across account/investment types . Improve investment import around Buy/Share/Fees transactions . In investments show transaction type in 'number' field and add payee as description . Fixed inability to enter check number on an existing entry . Fixed reporting in 'last month' to remove values outside the month range . Fix issues with users changing description, category, business days on scheduled entries

Features - On startup default to accounts view - Improve general look and feel of charts - Allow user to pick 'today' when entering a scheduled entry (instead of the scheduled day) - Improve color contrast for users using dark mode - Improve scheduled entry amounts that are linked between accounts, show values relative to the account viewed Fixes - Fixed issue where user couldn't update scheduled entry amount after the scheduled entry was created - Fixed issue with category create, including users sub and tax categories if they were provided - Don't allow category name to be changed after create - When showing the account group pie chart containing account balances, don't include 'future' amounts if they are present (show amount as of today) - Fixed issue when editing amount in scheduled entry, allow the user to include decimal point and pennies

Features . Added in 'last day' (of month) concept to scheduled entries . Improved flow and feedback in the Add/Update Scheduled Entries UI . Allow user ability to enter scheduled entry 'today' or on the scheduled date . Refresh UI to show newly added or updated scheduled entries if user has Account View open Bug Fixes . Fixed bug when deleting scheduled entry within the Account view (could crash) . Fixed bug when creating a category, include the chosen subcategory and tax category . Fixed bugs related to categories name changes when they have children (should not be allowed)

Features - Users can now move transactions between accounts (for all except investments) - Reporting also includes 'Last Month' as a range option - Fixed case where account is created but related category for the account is not, now checks and creates if needed

You can now create multiple named reports, and reports include chart data as well as value data. Many additional options on reporting including filtering on empty categories or not, as well as showing weekly breakdown for ranges 45 days or less. Additional ranges for reports are also included.

Features . Basic reporting now available (via button lower left) that allows for reporting across accounts, categories and date ranges Bug Fixes . Fixed case where checkboxes overlap in list of scheduled entries for sets of accounts

Features - Account summary now shows balance as of end of today (doesn't include any future entries already entered) - Improved scheduled entry chart related to entries that occur today (don't use timezone for dates, start at beginning of day) - Usability change, if you change date on an existing entry don't re-sort (so stays at same position unless view refreshes) - Internal change to use system logging - Minimum Mac OS version is now 13.5 Fixes - Internal issues after upgrade to latest XCode version (15), primarily around default value changes for views - If scheduled entry is created without a category, attempting to use that entry would crash (now it doesn't) - Bar, StackedBar charts drop shadow moved to correct location for negative values

Features . When choosing categories on the Accounts summary view, the categories are now 'sticky', the settings are used again next time. . Added selection options in the categories for Accounts summary view, to quickly pick all, categories that are shared across all times, current and last. . Changed breakdown entry ui so that it appears with the product instead of floating.

Features . Added overall Account view, showing spending by categories in Bank and Credit Card accounts. . Added search ability in investment accounts, search for record by text, category and amount. . Added support for importing QFX files in import of transactions . Improved Import of Transactions, determines matching records (records already imported) vs new records and allow user to alter set of match and new. Bug Fixes . Fixed crash issue when deleting investment entries . Fixed issue that prevented export of account entries in a QIF file (export of account now works)

- Added search ability in accounts to search for a record by text, category and amount. - Improved account summary view, providing information if account balance crosses zero in the next 45 days, charts comparing last three months, same month last year and last month, and any upcoming entries. - Improved readability of charts with changes to colors and text overlay.

Added summary view when you click on an account type. The summary view shows balances, upcoming transactions and projected balances. When viewing account entries, tooltips are now available describing fields and noting if entry was updated in the last 24 hours. While viewing account scheduled entries, if you then add a new scheduled entry it now automatically refreshes to include the entry. Fixed error that is thrown when using Twice Yearly scheduled entry and creating projected balances.

Improved refresh. When viewing an account and its entries as well as the schedule, changes in scheduled entries and any entry changes are reflected in the chart immediately. Improved chart color to use system colors. Allow product window to be made smaller than default size. Fixed bug that threw an error when deleting an entry linked to an entry in another account.

Includes integrated help documentation with links to release notes and online documentation

Features . Now supports Credit Card accounts (via add, import was already supported) . When creating entries, use the last date entered as next date . When creating entries, warn if date is far in the past or future . Added default categories . Added sub category to categories, to more easily identify income and expenses . Added tax categories to categories, to aid in grouping and sorting . Breakdown values are now grouped by tax and sub category values . Added ability to update categories . When showing scheduled entries that impact a credit card, properly stop entries when balance reaches zero . Added stronger link concept between entries that impact multiple accounts (for example if paying credit card from checking account), allows content to properly update when changed Bug Fixes . Fixed display issue when editing a Schedule Entry that uses averages . Fixed refresh of Breakdown information for an entry when changing or updating values . Fixed crash when sorting newly entered Scheduled Entry . Fixed a redraw issue when adding multiple scheduled entries . When choosing discard for a partially entered entry clear content

* Feature: When the user hovers over a bar that shows amounts, include date * Bug: When trying to find the date for a scheduled entry on a business day, it could skip forward (If scheduled for month that ends on non-business day) * Bug: When using scheduled entries, product was attempting to sort entries in a cases where no sort description was provided (this would cause an error) * Bug: When looking for new scheduled entries, the product was attempting to set category name for entries in a case where none existed (this would cause an error)

Features * Updated entry based on scheduled entry, no longer recorded as 'today' but instead recorded as the date that is scheduled * Added ability to breakdown a new entry before saving * Adding scheduled entry ‘frequency’ now allows type ahead regardless of case * Added ability to skip scheduled entry even if not older than today * Added sort for breakdown entries (via click on category/memo/amount) Fixes * When adding a new transaction to the same day (scheduled entry or otherwise) the updated balance calculated didn’t start with where the entry was inserted * Fix issue where weekly scheduled entry was off by one day * Fix refresh issue where adding scheduled entry while viewing account scheduled entries doesn’t show until you move and come back (now it refreshes immediately) * Fix error when deleting a scheduled entry (crash) * Fixed issue where editing a scheduled entry that has no breakdown and editing breakdown and choosing cancel, amount goes to zero * Creating scheduled entry from discovered entry should include correct breakdown categories from discovered entry * Creating scheduled entry should use currency rounded to 2 places * Account scheduled chart: Future account entries should not be the starting balance but included on those days on scheduled entry chart

Enhancements * When viewing accounts scheduled entries, default sort is by next date (which entry will occur next) * Clipboard can now be used (and edit menu), copy/paste now active * Deleting linked entry (category is another account) should delete the corresponding entry * Ability to export single account (as QIF) * Ability to import single QIF account and merge (existing entries aren't duplicated) Fixes * Fixed issue where scheduled entry has an account with other details in category but doesn’t record entry in other account. (scheduled entry should create related entries across accounts) * Improved UI refresh when restoring from backup (was not correctly refreshing account list or active account on restore) * Fixed issue where user isn't guided back to partially entered entry * Fixed refresh issue when creating scheduled entry

Enhancements * Improved creation of categories * Accounts now have ability to record description in summary * Improved layout in breakdown view. * Account names are now sorted * Improved flow when using New, Backup and Restore * Improved Account view of projected balances * Date range on x-axis * Hover over changes shows the details * Ability to see additional projected balance ranges * 3 Months, 6 Months, Year * Fixed issue when starting with 'New' and you have existing data (error removing old data no longer occurs) * Fixed issue where sort was still indicated on Scheduled Entries list, but is no longer sorted * Fixed issue calculating next date on Scheduled Entry and taking business days into account * Resolved issue where breakdown entries would show difference as "-$0"

Enhancements * Improved category lookup by not taking case into account (so groceries is the same as Groceries) * Improved account lookup when adding scheduled entry by not taking case into account * Users can now sort scheduled entries by description, frequency, next date, account, category, amount * Any scheduled entry whose next entry is in the past will be highlighted with a yellow background color * Scheduled Entries in the past now have the ability to skip / skip older * skip moves scheduled entry to next date * skip older moves next entry to next date after or equal to now * Entries can be created from Scheduled Entry * When done, the Entry is created and the Scheduled Entry moves its next entry date forward * Scheduled Entries can now be edited Fixed * Changing amount in breakdown and clicking save doesn't include the amount being modified * Account Entries new entry would show a random category value * When scheduling entries, don't allow or require 'Business Days' when choosing Weekly/Daily scheduled entries * Account Scheduled view was not showing all combined scheduled entries * When scrolling in Scheduled Entries text color was not refreshing correctly (would be blue instead of black) * When entering an Account Entry and then viewing the Account Scheduled Entries, chart values were not updated