* Fixed a bug that prevented the Undo/Redo menus in some windows from being updated * Ensure that the monthly calendar shown on the summary page always starts out with the first-day-of-week setting from the preferences * Fix timezone parsing when encountering date strings with timezones in OFX files * Fix Tag Total report bug which showed incorrect values when transactions with multiple splits referenced tags * Don't enable the fee field or category when editing bank transactions in an investment register * Improved readability of the custom color theme editor window * Ensure console menu button icon is visible in all color themes * Added preferences option to not show the splash screen * Fixed a bug when printing reports while using a dark color scheme, which caused the reports use to light colours for the report text * Fixed an issue which could cause delays and heavy RAM usage when making updates while the net worth toolbar graph was visible * When syncing data recorded on mobile devices, moneydance now applies updated exchange rates to inter-currency transactions

* Fixed a bug that sometimes caused deleted accounts to reappear if they had been in the sidebar at the time of deletion * Improvements to net worth calculations, including an option to exclude specific accounts as well as options to include future transactions * Added a register icon (blue circle with line through it) to indicate transactions that have been downloaded and merged * Added an 'Un-Merge from Download' action to the transaction register popup menu, for local transactions that have been merged with downloaded transactions * In the Securities window, there are now options to show or hide securities with zero/nonzero balance, or based on active/inactive status that had been merged with a downloaded counterpart * When removing a security from an investment account, you now have the option to remove the security from the file if it isn't used in any accounts * Added Security Details report, to make it easy to view and export all of the details you could ever want * Reminders list improvements, include a maximum width, showing next occurrences, and sorting the list case insensitively * Fixed bug on linux that prevented using the up/down arrows to select items in register field popups * Added a quick-search field to the filter the Securities window to quickly find specific securities * Improved layout of the check number popup configuration window * Fixed a bug which in rare circumstances could cause the accounts list window to not show any accounts * Fixed a bug which in extremely rare circumstances could result in very large sync files being uploaded * The QIF import window now remembers its size and location for subsequent imports * Fixed bug in which the summary page expenses browser would draw long transaction descriptions over the amount * Changed some default http timeouts from 5 minutes to 1 minute to try and catch an occasional dropbox connection getting stuck * Added a default fee category setting to investment accounts, which is applied to all new or downloaded investment transactions * The investment register now shows full paths for categories and fee categories * Improved performance of iCloud Drive syncing, especially when there are a large number of changes * Added preferences setting to specify the first day of the week (overriding system default) * Fixed report printing bug * Allow investment transaction fees to be assigned to income categories * Fixed excruciating pauses after changes are made when iCloud Drive syncing is enabled * Fixed excruciating pauses after changes are made while the Net Worth toolbar graph is visible * In the Currency and Security list windows, inactive/hidden values are greyed out * Improved rounding and display of prices and exchange rates * Added per-security and per-currency option to display prices using a reduced number of decimal places * Various reports now show inactive accounts greyed out * Bug fixes to the net worth toolbar graph and summary page value * Performance improvements to the net worth toolbar graph and summary page net worth calculation * Added more context menus on right-click, including the option to copy most numbers shown in investment views and report cells * Python extension can now add custom summary page views declaratively * Case-insensitive sorting to accounts and categories in popups and reports * When saving reports or graphs to a file, use the title as the default filename in the save window * Moneydance now automatically assigns the current exchange rate to inter-currency transactions synced from mobile devices

Today marks the release of Moneydance 2024.2, our most ambitious update yet, filled with enhancements that will transform your personal finance management experience. As always, our updates are inspired by your feedback and our unwavering commitment to making Moneydance not just useful, but a joy to use. Below are just a few of the improvements in this update! Adjust Your Balance With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or online balance. Just specify the correct balance for your account, with shortcuts to choose the latest online balance, or other presets, and Moneydance will get things into line. Batch Change Amounts Managing financial data often requires adjustments and corrections. With Moneydance 2024, you can now make these changes in bulk through a simple yet powerful feature: Batch Change Amounts. Want to reverse a bunch of transaction amounts? Just select them, choose Batch Change -> Amount from the register menu, and use the expression "{value} * -1". Need to convert a selection of transactions from Euros to your local currency? Enter "{value} EUR". This feature is designed to save you time and can be undone with just a click. Searchable Accounts and Categories Finding the exact account or category you need in the Accounts or Categories windows is now a breeze. Filter by name, type, currency, or security. Looking for all bank accounts? Type "Bank". Need to find Apple shares across your investments? Just search "AAPL". Plus, we've enhanced the usability of account hierarchies and added the option to hide inactive accounts, keeping your financial overview clutter-free. Super-Powered Date Ranges Your financial analysis just got sharper with more customizable date ranges. Alongside expanded predefined ranges like "Last 180 days", you can now adjust the offset and size of most ranges. Shift them earlier or later, or extend them to capture multiple periods—perfect for when you need to compare your financial growth over time. And yes, your custom settings are remembered across graph and report sessions. **Enhanced Auto Backup Settings** Your data is precious, so we’ve upgraded our backup functionality. Moneydance 2024 allows you to keep multiple automatic backups per day, ensuring you never lose a single financial move due to a mishap or misplaced update. **Expanded Context Menus** Right-clicking (or control-clicking on Mac) in Moneydance now reveals more options than ever. Quickly add or remove accounts from the sidebar, edit details, reconcile transactions, adjust balances, or even open an account in a new window—all from the convenience of a context menu. We believe that these new features will make managing your finances easier and more flexible than ever before. So why wait? Download the latest version of Moneydance today and experience the joy of finance management!

Today marks the release of Moneydance 2024.2, our most ambitious update yet, filled with enhancements that will transform your personal finance management experience. As always, our updates are inspired by your feedback and our unwavering commitment to making Moneydance not just useful, but a joy to use. Below are just a few of the improvements in this update! Adjust Your Balance With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or online balance. Just specify the correct balance for your account, with shortcuts to choose the latest online balance, or other presets, and Moneydance will get things into line. Batch Change Amounts Managing financial data often requires adjustments and corrections. With Moneydance 2024, you can now make these changes in bulk through a simple yet powerful feature: Batch Change Amounts. Want to reverse a bunch of transaction amounts? Just select them, choose Batch Change -> Amount from the register menu, and use the expression "{value} * -1". Need to convert a selection of transactions from Euros to your local currency? Enter "{value} EUR". This feature is designed to save you time and can be undone with just a click. Searchable Accounts and Categories Finding the exact account or category you need in the Accounts or Categories windows is now a breeze. Filter by name, type, currency, or security. Looking for all bank accounts? Type "Bank". Need to find Apple shares across your investments? Just search "AAPL". Plus, we've enhanced the usability of account hierarchies and added the option to hide inactive accounts, keeping your financial overview clutter-free. Super-Powered Date Ranges Your financial analysis just got sharper with more customizable date ranges. Alongside expanded predefined ranges like "Last 180 days", you can now adjust the offset and size of most ranges. Shift them earlier or later, or extend them to capture multiple periods—perfect for when you need to compare your financial growth over time. And yes, your custom settings are remembered across graph and report sessions. **Enhanced Auto Backup Settings** Your data is precious, so we’ve upgraded our backup functionality. Moneydance 2024 allows you to keep multiple automatic backups per day, ensuring you never lose a single financial move due to a mishap or misplaced update. **Expanded Context Menus** Right-clicking (or control-clicking on Mac) in Moneydance now reveals more options than ever. Quickly add or remove accounts from the sidebar, edit details, reconcile transactions, adjust balances, or even open an account in a new window—all from the convenience of a context menu. We believe that these new features will make managing your finances easier and more flexible than ever before. So why wait? Download the latest version of Moneydance today and experience the joy of finance management!

We've fixed a bug in the previous update that prevented setting up new online banking connections.

* When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold (for main windows this time) * Fix a bug when first creating up a custom color theme * No longer show a value in the price column of an Investment Transactions report or Securities Detail screen if the transaction doesn't have a price applied * Include more information in Moneydance+ error notification windows * Fix extensions window updating after adding or removing an extension * When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold. This helps avoid the tiny-window-in-corner-of-screen problem that a few people had been experiencing. * Fixed Turkish Lira currency ID in default data set * Moneydance now always shows the download options menu if alt is pressed when clicking the download button * You can now merge transactions which were downloaded from different financial institutions using the same service * The create-account window is now cancelable with the escape key (except on Mac, sorry. It's a long story) * Updated 32-bit Windows installers * Updated bundled Quotes & Rates extension to work with Yahoo Quotes connection * Fixed new-transaction button when switching between investment accounts * Creating a new transaction from the Security Detail screen now creates a transaction pre-set to the selected security * Fix category filtering in advanced search window * Moneydance+ setup window refresh button now fully reloads connections, accounts, and then connection metadata * Process synced mobile transaction updates in the same order they were made * Reduce volume of cash register sound by 50% * If a window's remembered location is outside the virtual screen bounds, reset it to the default (centered) location * Update to file selection on macOS Monterey and Ventura to again show bundles as single files instead of folders, and to allow selection of all Moneydance files, including much older versions * Fixed bug that sometimes prevented full disconnection of a Moneydance+ account * Enabled the close-window button on the window shown when printing checks * Fixed the Help->Register Moneydance menu not appearing even if Moneydance wasn't registered/activated * Prevent inefficient processing in Moneydance+ status updates when a connection isn't available * Periodically checks for reminders to auto-commit instead of checking only when opening a file * Now shows the number of decimal places for a currency or security in their info window * Disconnected banks are now no longer shown in the Moneydance+ accounts window * Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn't show updates performed on the desktop * Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window * Hide inactive accounts from the Moneydance+ Setup account picker popup menu * The Download buttons on account registers no longer show entries for disabled/removed connections * Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account * When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency. * Fix a bug resulting in a blank window being displayed in certain circumstances * Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app * Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed * Added an option to the security account settings window to indicate that the account is inactive * Hide inactive securities from the investment account security detail view, unless there are shares owned or were otherwise active recently

Welcome to the single most significant update to Moneydance in our twenty-three-year history! Rather than dump a giant list of changes in your lap, let's start with our three tentpole features for Moneydance 2022: Moneydance+. Now with a single click, you can seamlessly download all of your transactions from tens of thousands of banks and credit card accounts. It even works with PayPal and Wise.com! Moneydance+ accesses an order of magnitude more banks than Moneydance has ever supported, and we're excited to roll it out initially for US and Canadian bank, credit card, and investment accounts, with the EU and UK soon to follow. iCloud Drive Syncing. For years, we've heard that many Apple customers would prefer to drop Dropbox and sync using the iCloud Drive that was built-in to their Macs. With this update, Moneydance for Mac can finally do precisely that. We’ll be releasing updates to the iPhone and iPad apps shortly. Dropbox syncing will still be available, but there will be an even more seamless sync setup experience on Apple devices. Finally, we've noticed how many customers loved Kevin Stembridge's Money Foresight extension, which helps you budget and predict balances based on transaction reminders. It's a great way to plan recurringly scheduled expenses and income. With Kevin's help, we've incorporated the feature into the Foresight tools within Moneydance. Check it out for a beautiful new way to plan your financial life! We know you’re going to love the new features. As usual, you can purchase Moneydance with a one-off payment, and it’s yours to keep, forever, with no sunsetting of features. Oh, and there were also a ton of the usual minor improvements and bug fixes. Here are the ones that fit: * Download Moneydance+ transactions from multiple source accounts, for example PayPal and a bank account * Improved feedback (window shake and select password) when an incorrect password has been entered * Download button is always enabled and shows all download options plus option to set up downloads * Added window when restoring a .moneydancearchive file, providing the options to rename the restored file and keep or reset sync settings * The escape key now hides various dialog and prompt windows by default * Improved backup speed * Show all decimal places for prices in Net Worth and Portfolio reports * Improve currency/security history window calculation that determines whether an edited price was changed * Improved currency and security list window, including more useful display and remembering their size and position * Fix high contrast theme in which secondary text had the same color as the default * Case-insensitive sorting of accounts, categories, graphs, reports, securities, and currencies * Fix sorting by category in registers by clicking on column header * When downloading transactions, we now ensure the requested start date/time is the first second of the day, and never in the future * Double-clicking a transaction in the Advanced Find window now shows the transaction in the account in which it was entered * New securities now default to 5 decimal places (was 4) * Improvements and bug fixes to Investment Transactions and Transaction Filter reports, including a new category filter option * Show extension list download errors inline in the extensions window * Improved status updates when downloading and de-duplicating transactions * Automatic date axis labels in graphs * Allow saving reports to CSV with a Byte Order Mark ("CSV, Encoded for Excel") * Improved handling of rare encryption errors in older parts of some data files * Fixed a bug when importing some CSV files which contain multi-level category names, such as "Entertainment:Coding" * Added loan accounts to income/expenses graph options * Improve popup behaviour for transaction entry fields, including appearance and keyboardability * Inactive accounts can now be selected in Transaction Filter report and Advanced Find window

* Added detailed check number popup settings, accessible by selecting Edit List from the popup list. This includes a per-account editable list of entries as well as the option to include recent entries from either the same account or all accounts. * Added Security Price History report * Added progress indicators and status descriptions to all non-instantaneous import processes, and made long-running imports cancelable * Performance improvements of long imports * When importing QIF files from the file chooser, double-clicking a file, or using drag-and-drop, use the currently selected account as the default import destination if the account type is even remotely compatible with the file * Fix default destination account selection for QIF files with "liability" accounts * Improved handling of quoted fields in tab/comma/etc delimited text file imports * Updated report viewer with improved auto-sized column and report widths * Updated Brazilian-Portuguese translations (thanks Heitor Moreira da Silva!) * Remove amount sign override for downloaded transactions marked as 'payment' in credit card accounts * Improve embedded browser compatibility with some banking sites * Now uses new method for calculating cost and gain for average cost securities, taking stock splits into account * Tweaks to custom https/TLS used for online banking connections * Switch most cost and gain reports and graphs for Average Cost securities to use the new calculation method * Improved report printing clarity, column sizing, and spacing * Improved text colour contrast in merge-transaction confirmation panel * Improved register scroll position behaviour, including making it dependent upon the sort order * When importing downloaded accounts or transactions, the account matching window now has the option to skip subsequent confirmation windows after selecting the destination account * Improved color theme editor, with more descriptive labels for each color * Differentiate document file icons from the app icon * Improved encoding of commas and large numeric values in tab-delimited report exports (and copying to clipboard) * Date changes on mobile transactions will apply to both normal and tax dates * Fixed recording of loan account reminders to avoid possible extra zero-amount split when there is no escrow amount * Fixed printing of account and category lists * Added intermediate thawte CA certificate for internally-managed connections to Voya * Hide the overdue section on summary screen if there are no overdue reminders * Allow automatic category guessing to use transfer accounts as categories if the similarity threshold is high enough * In cost calculations account for the possibility that a non-zero number of shares adjusted for splits could be zero * No longer include inactive accounts in the batch-change-account account selector * Increase buffer size when exporting a backup/archive to significantly speed up shutdown * Ignore invalid security/currency prices/rates when importing from a QIF file rather than abort the import * More fully reset sync parameters in old files when loading a file from an archive/backup * Fix bug when importing Quicken Essentials for Mac files that contained blank category names * Fix bug in which VAT/GST was applied to reminder transactions even when the checkbox was unselected * Improved window layout and highlight colors for selected files in the Welcome Window * Graph/report date range and grouping options now include fiscal years and quarters * Fixed bug in which undo actions in the python/moneybot window didn't apply to text edits * Workaround Magic Mouse issue which made selecting accounts from popups or displaying the date picker very difficult * Remove extraneous historical prices from the base currency upon loading * Fixed long-standing bug which prevented mouse cursor feedback to show when register columns are resizeable * Transaction register bug fixes and tweaks

- Importing CSV and other delimited files now doesn't automatically merge transactions that seem like duplicates, but provides an option defaulting to the value of the auto-merge setting in preferences - Improved visibility of the selected date period in the budget manager when using the solarized dark theme - Fixes to importing specific QIF import files which specify an account header for a single account - Minor tweak to downloaded transaction sidebar headers - Added option to show either the Welcome Window or the most recently opened file on startup - Fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files - Fixed bug in the Welcome to Moneydance window which would sometimes cause the window to be unresponsive - Changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode - Override downloaded credit card transactions with a transaction type of 'payment' and negative amount to have a positive amount - Show the abbreviated list of available currencies in the currency override popup of the QIF import settings - Simplify code that specifies whether fileUIDs are used in OFX messages (no functional effect) - Added ability to log all outgoing http/https requests from embedded browser - Added a setting to ignore the OFX/QFX TRNTYPE in downloaded bank transaction amounts and rely solely on the sign of the amount - Pie chart lines in portfolio asset allocation graph are now based on the colour scheme - Allow for slightly different dates when eliminating duplicate transfers in QIF imports - Tidy up buy/sell markers in security detail graph - No longer show security accounts in the QIF import settings as they just add clutter with no functional benefit - No longer add caret prefix to stock ticker symbols imported from QIF files - QIF importer now uses 50 (instead of 70) as the year cutoff to determine whether the century part of the year is 19 or 20

We couldn't be more excited to bring you this major update to Moneydance. Let's start with the major highlights: * Dark Mode - Moneydance now integrates smoothly with your darker themed desktop * Ridiculously Easy Import - now you can migrate your data from other applications and downloaded files without needing to fuss with a multi-step process or deal with complicated settings. Moneydance analyzes files to figure out the best way to import the data. * Since 2015 Moneydance has stored every change made to your files. While these changes didn't take much space, they did result in many small files that could slow down the opening and closing of Moneydance. Moneydance 2019 will automatically compress and consolidate the older history in your data which can reduce file size by a decent amount, but the most significant change is the increased speed of opening and closing your files. * Moneydance now stores security prices relative to their associated currency, which means that updating exchange rates will not affect the prices of non-base-currency securities. * Python-based extensions. You can now easily package Python scripts as extensions and have them launched from the main extensions menu. * Built-in browser (as a beta/preview level feature) for secure communication with your bank, broker, payment service, or other data source. You can now open an embedded WebKit-based browser to log in to any bank's website. Moneydance will recognize and import any files downloaded from that site. You can even use Python scripting to automate the process, providing an effortless way to sync your accounts. All without needing to upload your passwords and financial information to any third party services. In addition to the above, we've squeezed hundreds of smaller improvements into this update. We hope you enjoy it!

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.10 brings further improvements including: * Workaround certain horribly broken OFX responses (Wells Fargo) * Improved 'similar transaction' handling of downloaded transactions by scoring older transactions slightly lower and transactions touching inactive categories much lower. * Fix floating point accuracy issue in gains/basis calculation * Fixed bug that caused security holdings with the same name under different investment accounts to be interspersed when sorting for some reports * Fixed bug in which certain changes to historical currency rates or security prices were not saved across restarts * Improved bundled stock price and exchange rate updating, and added two new sources: IEX Trading, and European Central Bank * Workaround changes to OFX files from several banks which change the meaning of transactions labeled as 'payment' or 'charge' has changed, and (sometimes) the amount is incorrectly negated * Update to OFX response header parsing to handle OFX2 headers plus the XML header tag * Improved QIF export to include liability and asset account types * Improved QIF export to more clearly specify the starting balance of accounts * Improved QIF export to encode forward slashes in account or category names * Net worth total shown on summary page now excludes accounts that are marked as not to be included in net worth calculations * Fixes to average cost basis and capital gains report calculations (thanks Stuart Beesley!) * Workaround for Ally Bank OFX/QFX files which omitted all newlines after the header section * Fix bug that set default exchange rate to 1.0 for new inter-currency entries in a split transaction * Compensate for some Chase OFX files not having a blank line delimiter between headers and body * Ensure the sort order and presence of security/currency history entries are updated when an entry's date is changed * Fixed bug when editing a new inter-currency transaction with splits which set the default exchange rate for the transaction to 1 * Improved 'similar transaction' handling of downloaded transactions by scoring older transactions slightly lower * Transactions referencing inactive categories are also now scored much lower

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.8 brings further improvements including: * Corrected buy/sell markers in security performance graph by adjusting for splits and removing markers for non-priced transactions * Fixed bug in which min/max amounts in memorized Transaction Filter reports switched to the same value in both fields when re-edited * Security detail transaction list now shows the cleared status from the parent transaction in the investment register * Reliability and efficiency improvements (speed and RAM) for files with large currency and security price histories * Updated Spanish translation * Revamp of capital gains report calculations for securities with average cost * Fix fog a bug which could use unnecessary disk space and RAM when security and currency price histories were updated * Automatically check for and remove any orphan historical price entries when opening a file * Add ability to include currency exchange rates in imported QIF files. In the !Prices section, put a caret (^) before the three digit currency ID and the 'price' will be interpreted as an exchange rate relative to the current file's base currency. * Fixed bug with selection and editing of the 'other side' of transfer transactions * Prevent unrecognised transaction sort settings from stopping the UI (especially in the reconciler window) * Fix bugs related to re-editing transactions, adding attachments, and duplicating transactions from the register when the auto-create-new-transactions option is disabled * Improvements and fixes to mouse click handling, especially when using Apple's Magic Mouse * Fixed error when reading security prices during QIF imports * Fixed bug in which the QIF Import 'Account Info Only' option didn't suppress import of all investment transactions * Fixed bug which resulted in an error when attempting to install an unsigned extension * Added certificates to support a few bank changes (including Wells Fargo and Aon Hewitt)

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.7 brings further improvements including: * Fix bug that could cause Moneydance to fail to open a file when encountering a budget entry that references a deleted category * Fix syncing bug that caused Moneydance to re-download changes since the last local save. This speeds up file loading, syncing, and prevents the data from jumping around shortly after launch * Improved finding and filtering of similar previous transactions when showing match and merge options for unconfirmed downloaded transactions * QIF file importer now uses a security's relative base currency when importing security prices and has improved logic for when historical prices are imported or ignored in favor of more recent existing prices * Fixed budget calculation of un-budgeted transactions when a category is budgeted in some but not all time periods * Importing a security's history in the current/historical price window now interprets prices based on the relative currency set * Automatic updating of a security's price from transaction entry now correctly translates from non-base currency investment accounts * API/model change to preserve more specific investment transaction types (buy, sell, div, divreinv, dirxfr, short, cover, etc instead of combining them into buy/sell, dividend, short/cover, etc) * Add ability for security and currency histories to be manually imported with more flexible headers (including Alphavantage CSV files) * Fixed bug that prevented wildcard imports of Moneydance classes from Python scripts * Re-enabled as-you-type price and amount updating when changing existing investment transactions * Fixed connection problems with Fidelity Investments and Country Bank for Savings * Fixed graphical glitch when collapsing or expanding sub-accounts on the summary screen * Suppress redundant pushes to mobile sync folder (and the resulting notifications, which alas are a bug that must be fixed on the Dropbox side) * Fix layout of portfolio panel when returning to the portfolio view from a different view

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.7 brings further improvements including: * Fix syncing bug that caused Moneydance to re-download changes since the last local save. This speeds up file loading, syncing, and prevents the data from jumping around shortly after launch * Improved finding and filtering of similar previous transactions when showing match and merge options for unconfirmed downloaded transactions * QIF file importer now uses a security's relative base currency when importing security prices and has improved logic for when historical prices are imported or ignored in favor of more recent existing prices * Fixed budget calculation of un-budgeted transactions when a category is budgeted in some but not all time periods * Importing a security's history in the current/historical price window now interprets prices based on the relative currency set * Automatic updating of a security's price from transaction entry now correctly translates from non-base currency investment accounts * API/model change to preserve more specific investment transaction types (buy, sell, div, divreinv, dirxfr, short, cover, etc instead of combining them into buy/sell, dividend, short/cover, etc) * Add ability for security and currency histories to be manually imported with more flexible headers (including Alphavantage CSV files) * Fixed bug that prevented wildcard imports of Moneydance classes from Python scripts * Re-enabled as-you-type price and amount updating when changing existing investment transactions * Fixed connection problems with Fidelity Investments and Country Bank for Savings * Fixed graphical glitch when collapsing or expanding sub-accounts on the summary screen * Suppress redundant pushes to mobile sync folder (and the resulting notifications, which alas are a bug that must be fixed on the Dropbox side) * Fix layout of portfolio panel when returning to the portfolio view from a different view

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.6 brings further improvements including: * Improved investment portfolio screen layout * Updated Stock Quotes and Exchange Rate updater to use Alphavantage.co * Streamline online banking setup process * Tweak connection headers to satisfy BBVA Compass online banking server * Improve interface for opening a synced file * When finding autocompletion matches, allow matches from other accounts if no similar transactions were found in the current account * Updated Python interpreter to version 2.7.1 * Added CA certificates to enable connections to more online services including Alphavantage.co, Capital One Investing, and others. * Fixed translate currencies tool window * Mute dropbox notifications when writing sync files unless debug flag is set (such as when console window is open) * Security detail transaction register now remembers column width settings * Clicking the blank area at the bottom of a register (such as in the reconciliation window) no longer treats it as a click on the last transaction * Fixed bug that prevented changing the rate for an existing currency or security history entry via the API (such as the Security Price Entry extension) * Improvements to online transaction confirmation options (removing redundant merge option) * Better handle erroneous transactions when loading data to prevent sync loops * Tweak mac app bundle info to workaround missing menubar on high sierra in non-English locales * Fix About Moneydance window to always show the correct build number * Fix Welcome to Moneydance window to always show the correct build number * Work around macOS High Sierra bug that caused a crash when certain file chooser windows are invoked * Fix bug preventing correct entry of share values for securities with 10 or more digits * Fix bug preventing auto-categorisation of downloaded transactions that have a very short (under 4 characters) description

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.5 brings further improvements including: * Please note that the printing issue present since macOS 10.12.4 is fixed by macOS 10.13 (High Sierra). We strongly recommend updating to High Sierra as soon as it is available if you need to print (even to a PDF file) * Fix issue that duplicated existing transactions after they were changed on a mobile device * Fix built-in text file import to not ignore credit_amount and debit_amount fields * Fixed issue with online banking/investment connections to Vanguard * No longer dismiss the new-file-from-sync window until the initial sync has successfully completed * Avoid warning/info messages when custom security subtypes are loaded or changed * Handle situations in which synced data can be left inconsistent if Moneydance crashed or was killed before the initial sync completed * Ignore some generic prefixes in the description/payee fields for the purposes of finding similar downloaded and local transactions * Added encrypted storage and handling of HTTP cookies for OFX connections * Added markers showing the date and price of buy or sell transactions on the security detail graph (thanks to James Larus!) * Prevent unnecessary modifications which require pushing new data sets to mobile devices and sometimes causing numerous Dropbox modification exceptions * Fix bug in which the 'other amount' field for a transaction is editable even if the transaction being edited is split * Fix bug that auto-set an incorrect historic rate or stock price when manually entering a dividend transaction * Dropbox sync uploads now no longer invoke notifications * Workaround for file load/save window crash on High Sierra * Performance improvements mostly related to investing and currencies with many historical price entries * Added keyboard shortcuts for marking selected transactions as uncleared, reconciling, or cleared A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank.

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.4 brings further improvements including: * Restored 'best match' indicator to the downloaded transaction confirmation interface. Use command+enter to confirm a downloaded transaction with the highlighted action * Fixed bug in Python scripting * Detect slow extensions and log performance information (locally) * Fix bug preventing Dropbox syncing from working properly when the sync folder grows beyond 2000 updates * Improved detection of duplicate downloaded transactions A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank.

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. Moneydance 2017.3 brings further improvements including: * Improved computer-to-computer syncing and smoother setup of synced computers. Simply install Moneydance on any computer and select the File->New menu and choose the Open Synced File option to have full access to your finances from anywhere. Changes are automatically synced between computers without fear of conflict. * Improved Scripting with Python: In addition to the Python script runner, this version includes some additional Python Libraries (Requests, and mathplotlib) as well as the ability to load and run extensions written in Python, or more easily edit and run your own scripts. * New text file importer! Import all kinds of text files (CSV, tab-delimited, etc) with automatic delimiter, field type, and date format detection. It also detects and eliminates duplicates, cleans up descriptions, and automatically guesses categories based on previous imports. * Display new syncing method notification when opening a file stored in Dropbox * Improve automatic merging of downloaded transactions * Move to Dropbox v2 API (so please update quickly to keep mobile app syncing working!) * Update HTTP implementation to work around problems with Discover online banking * Improve security by removing all traces of previous encryption passphrase * In cash flow (and detailed cash flow) reports, expenses are now shown in negative numbers so that the display along with income values makes sense * Add new Python libraries for use in built-in scripts and extensions: matplotlib, and requests. * Fix bug in which dividend reinvestments were displayed as regular dividends * Set default cost basis method for new security accounts based on the cost basis calculation method from the most recently created or edited security * Attempt to reduce the ridiculous delay when connecting to printing system on macOS Sierra 10.12.4 and later (but it's still slow... we're working on it!) * Add option to change time period for upcoming reminders shown on the summary screen * Improve initial opening speed by consolidating recent changes into a single batch * Fix automatic setting of exchange rate or security price based on new transactions * Update trusted certificate list to allow connections to more banks * Update the process for opening synced files * More undo-able operations * Improved developer/plugin/scripting support: access to online banking transaction processing and merging, onling banking authentication, and undo/redo support for changes to any syncable objects. * Visual improvements to sidebar * Fixed bug in passphrase prompt when switching files * Tweaked wording of positive/negative credit/liability account balances * If the syncing method is changed or disabled, reset or disconnect all the other sync methods. This way, if a shared folder is selected for syncing, another virtual synced document can be created by turning syncing off and then on again. This also provides a way to purge Dropbox Connection authentication information from the local storage, which forces re-authentication. * Sidebar and account icon colours are now themeable A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank.

This update includes visual improvements and bug fixes, including faster performance and more reliable conversion of sync settings and other data from older versions of Moneydance. In addition to the minor improvements, we've also got a host of big changes over Moneydance 2015! As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. Moneydance 2017 brings big improvements including the following highlights: - Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. - Style! Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks. - Python! Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. - A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included on our blog.

Moneydance 2017 is available now, packed with improvements that make managing your money easier and faster. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. This version brings big improvements including the following highlights: - Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. - Style! Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks. - Python! Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. - A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Basically, we think of Moneydance as the Duck Duck Go of personal finance software. Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included on our blog.

Moneydance 2017 is available now, packed with improvements that make managing your money easier and faster. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. This version brings big improvements including the following highlights: - Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. - Style! Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks. - Python! Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. - A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Basically, we think of Moneydance as the Duck Duck Go of personal finance software. Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included on our blog.

I'm happy to report that we've released the seventh update to Moneydance 2015! We've made quite a few improvements in this version. Here are some of the most exciting: - Improved support for non-western fonts - Various fixes to the transactions reports - Option to allow the confirmation popup window to be docked next to the register, a la Moneydance 2014 - Upgraded security settings for connections - Performance improvements in the budgeting interface More detailed release notes are available on the infinitekind.com blog.

If you'd like some light bedtime reading, here is the exhaustive list of improvements in this update: * Add menu item for restoring backups * Make transaction details popup moveable * Additional data integrity validation when opening a data file * Fix currency display in budget view * Fix how 'replace' correction actions are handled in downloaded transactions (applies to Schwab and Bank of America downloads) * Show last 4 digits of payee number in payee selection list, if there is more than one payee with the same name * Fix running total amount in total row on Transactions report * Sort by date and category when subtotaling by category in txn filter report * Fix date sorting on transactions filter report when subtotaling by account or category * Fixed bug in which editing the 'other side' of a transaction places the original description into the memo of the other (split) side of the transaction * Fixed bug in which undo-ing a change causes a duplicate of the changed transaction to appear in the register until a restart * Change wording on encryption menu item to focus more on password setting and saving * Fix bug that caused dropbox/mobile syncing to not stop when it was disabled * Graph/report name selector dropdown on memorize dialog now correctly shows list of graphs or reports * Improve splits and currency/security history re-ordering * Add same line memos option to various reports * Fix account and category subtotaling in Transaction filter report * Fix import of group-by option on cash flow report when upgrading from 2014 files * Update security certificates * When memorizing graphs and reports, text now matches the type * Fix handling of DivReinvest txns in lot matching window * Missing checks report now flags duplicate check numbers * Fix default category selection in payment pane and transaction reminder windows * Rename "clear" button on security history window to "clear all" * Add confirmation dialog when clearing security/currency price history snapshots * Fixed delay in recalculating cost basis in the portfolio panel when an investment account is updated * Prevent deleted budgets from re-appearing * Automatically refresh online banking service connection info older than 4 days * Online banking Refresh button now forces a service update, instead of just a profile update * Now accept drag-and-drop of moneydance and MoneydanceArchive data files to open * Tags field now gets focus properly in batch change window. * Category popup in investment registers will now only show the security name * Category field now gets focus when opening batch change->category dialog * Income and Expenses reports subtotaled by period will now total and convert any inter-currency amounts as of the last date in the period rather than the current date * Save size and location of various windows * Fix cost basis in portfolio report * The register tab is now correctly highlighted when opening the register by selecting a transaction in the security detail view * When deleting transactions, the warning now tells you how many transactions you are about to delete * Fix security sorting in the account selector of various reports. Securities are now properly sorted under the parent investment account. * Fix warning when deleting cleared transactions * Fix layout problem when "too many accounts to show" label is used on the summary screen * Updated localisations * Fix average cost basis calculation on Capital Gains report * Fix ROI number reported on investment performance report. * Restored (and improved) transaction highlighting when pressing the alt key while the mouse cursor is over a transaction in a bank register * Fix bug that was causing reminder transactions to not load address book entries properly * Fix check selection window to allow checks to be selected for printing * If in the UK, take advantage of local settings such as the first day of the week

Re-add stock quote and exchange rate downloader function Changed code-signing process to avoid the (harmless) occasional repair library folder message from OS X. Our recent major update to Moneydance 2015 is below: Moneydance 2015 introduces a completely redesigned look, including all retina/high-resolution graphics. But it's not just superficial! We've also been hard at work on many more updates: - a brand new storage system which fully encrypts absolutely everything (even attachments!) and allows for easy and efficient syncing of all data - the option to sync all of your data via Dropbox or any shared folder - free-form tags: no need to select tags from a popup (though you still can) and painstakingly curate the list of tags. Now you can just type in tag names with autocompletion! - many more minor improvements throughout the app. If there's anything you'd like changed about Moneydance, please send us a message at http://infinitekind.com/help and we promise to give it serious consideration. If you enjoy Moneydance, please rate it in the app store. Every rating and review helps!

Moneydance 2015 introduces a completely redesigned look, including all retina/high-resolution graphics. But it's not just superficial! We've also been hard at work on many more updates: - a brand new storage system which fully encrypts absolutely everything (even attachments!) and allows for easy and efficient syncing of all data - the option to sync all of your data via Dropbox or any shared folder - free-form tags: no need to select tags from a popup (though you still can) and painstakingly curate the list of tags. Now you can just type in tag names with autocompletion! - many more minor improvements throughout the app. If there's anything you'd like changed about Moneydance, please send us a message at http://infinitekind.com/help and we promise to give it serious consideration. If you enjoy Moneydance, please rate it in the app store. Every rating and review helps!