Adds the capability to select multiple transactions in the Accounts View to allow the user to change all of the selected transactions' dates to a new value or to toggle all of their Cleared statuses concurrently. Bug fix: prevents the double display of source/destination account names, following the second clearance of a transfer transaction in the Accounts and Payees Detail Views.

Some fixes for some bugs introduced in Version 3.4: Scheduled transfer transactions that are entered automatically on launch are now processed correctly with valid entries for source and destination accounts in the Accounts and Payees Views; When the Account Filter is set to an individual account in Schedule View, the selected account balance is always displayed now, even if the transaction is between two ASSETS accounts; and When partially reconciled transfer transactions are scheduled in the Accounts and Payees Views, the original source and destination accounts now populate the EditScheduledTransaction dialogue box.

Removed/cleared entries in Balance/Net Worth column of Reports View against transactions to and from the Transfer ENABLER Account. Fixed bug: Scheduled transfer transactions were not passing through Transfer Account on manual and auto entry. Added final source/destination account details to Transfer Account text in detailViews and dialogue boxes. Added capability to generate scheduled transactions from normal transactions in the Accounts and Payees views. Balances in Schedule View are always displayed when Account Filter set to an individual account. Default period and repeats for new scheduled transactions now set to Once Only and 1. Improved layouts in initial Payees and Balances Views displays and removed superfluous Sidebar Toggle Buttons from Detail Views.

Adds the capability to specify a limit to the number of times that scheduled transactions are repeated. Adds the capability to clear transactions between ASSETS/LIABILITIES accounts separately to support the timely reconciliation of delayed transfer transactions, for example payments made from a bank account to a credit card account that arrive in the credit card account some time after they have left the bank account.

Compatibility with iOS 26 plus various user interface improvements, such as removing spurious Back Buttons from top level views, which could cause users to close files by mistake. Searchbars added to Payees View and to Select Payee/Select Account modal sheets.

The Account Filter selection, applied by the user in the Schedule View, is recorded in the transactions file, when the file is saved, and restored when reopening an existing transactions file. The user can now set the Period of a Scheduled Transaction to "No Repeat" to support the early addition of future one-off transactions. One-off scheduled transactions are deleted once they have been entered, automatically and/or manually.

Schedule View upgrades: AC Balance Column now shows future Net Worth, when no account filter is applied, and future account Balance, when the account filter is applied; the Net Worth/Balance column is now colour coded - green for transactions that increase Net Worth/Balance and red for transactions that decrease Net Worth/Balance; Net Worth/Balance column title/section header changes to reflect its contents and its contents are colour coded - green for positive values and red for negative values; Account Filter selection options limited to just the relevant asset/liability accounts. Net Worth/Balance column title/section header changes to reflect its contents in Reports View. Edit Transaction Dialogue boxes in Account, Payees and Schedule Views are now "sticky": data entered in a split transaction is saved when switching to normal and restored on switching back; To and From Accounts entered in a normal transaction are saved when switching to split and restored on switching back. iPad Views improved/cleaned up to make best use of available space by removing toolbars and adding custom back arrows where needed - payees search/filter function moved from top of Payees View sidebar to modal sheet as a result.

byte order mark (BOM) added to the start of exported CSV files, so that they can be opened directly in MS Excel. Bug fixed that caused new payees, added to the datafile in iNetWorth, not to be listed in alphabetical order when the same datafile is opened in MyNetWorth. Capability added to allow the user add a New Account from the Select Account dialogue box, as well as via the Edit Accounts dialogue box.

Adds the capability to import Accounts Trees, that are pre-populated for personal users and/or PCC Treasurers, into newly created transactions files.

Adds the capability to toggle the sort order of transactions tables, generated in bespoke reports, between ascending by date and descending by date (default). The selected sort order applies to reports that are exported to CSV and the selected sort order is remembered on leaving More View and reapplied on returning to More View.

Message displayed in ExportFilterView in Landscape mode on iPhone to rotate to Portrait Mode (to make all filters visible/tappable). Added capability to generate and export transactions reports that are grouped by account when filtered by INCOME or EXPENSES categories. Replaced tick marks with Yes and crosses with No in CSV files exported from Reports View.

Enablers are treated as Asset/Liability, rather than Income/Expense, accounts when calculating balances in BalancesView.

Added the capability to filter the Balances View by (optional) start and end dates. Added the capability to export the Balances View (with additional Balance Sheet and Profit & Loss sections included) to a CSV file.

User interface updated in line with iOS 18. Multiple minor bug fixes and code improvements.

Fixed bug introduced in version 2.11; selection of Złoty as the displayed currency is now written to file and there is no reversion to Swiss Franc (after quitting and restarting the app).

Polish Złoty added to selectable currencies. Users can restore a backup from a file that has a different source name from the currently selected file, after confirming their decision to override the warning displayed in a dialogue box. Missing 'Cleared' column heading added to CSV file exported from More View.

Added the capability to Duplicate scheduled transactions. Added the capability to filter the Schedule View transactions table by Account. Added a Cleared column to the bespoke reports generated in the More View.

A new column, providing a forecast of future Account Balances against each scheduled transaction, has been added to the Schedule View in Landscape orientation.

Added colour to Accounts Detail view - credit transactions are now listed in green and debit transactions are listed in red. Added Bi-Annual repetition option to the range of scheduled transactions' periods. Fixed bug causing error in the display of subtransactions' To and From labels in the Accounts, Payees and Schedule Views. Fixed bugs in editing subtransactions in the Accounts, Payees and Schedule Views. Improved the search function in Account and Payee selection dialogue boxes.

Fixes bug introduced in Version 2.5, which prevents expansion of Account Groups in Accounts View.

Bug fix to prevent a potential crash that could be caused by opening a corrupted transactions file.

Bug fixes in Reports View. All transactions occurring on filtered start and end dates (and all those in between, of course) appear in report generated.

Fixed bug that could allow iNetWorth to corrupt the Transaction File settings that support the restoration of expanded nodes in the AccountsView and BalancesView OutlineViews when the Transaction File is opened in MyNetWorth. Added non-US (Other) Dollar option for currency symbol, which sets date to international rather than US format.

Fixed bug preventing the display of subtransactions in Accounts View when the subtransaction has a different parent from the selected account. Fixed bugs in Reports View in the display of unfiltered reports and reports, where only the payee filter is set.

Updated for compatibility with iOS and iPadOS 16.1. iPad version optimises use of available screen space.