Fixes bug, introduced in V4.1 (to address the app crashing in macOS 27, when adding a credit transaction in the Accounts View), that empties the pre-populated From/To Account ComboBoxes, when editing or duplicating transactions in the Payees and Schedule Views.

Adds the option to display transactions' and balances' amounts without any currency symbol. Sets the minimum deployment OS version to macOS 14 (Sonoma) in accordance with Apple recommendations. Fixes a bug that caused the app to crash, when adding a transaction in the Accounts View and selecting the Credit radio button - when running macOS 27 (Golden Gate). Disables the built-in Type Select function in Accounts and Payees Views, which was replaced by dedicated search functions in earlier versions, and removes the associated supporting code.

Adds the capability to search, i.e. filter, transactions tables in the Accounts, Payees and Schedule Views. This makes finding transactions to duplicate, rather than enter from scratch, much quicker and easier. Adds keyboard shortcuts for Add transaction (⌘N), Search for transaction (⌘F) and Hide Cleared/Show All transactions (⌘L). Fixes bug that was permitting the editing of sub-transactions in the Accounts View. Fixes bug that was allowing windows to be reduced in size until the tab bar is truncated horizontally or disappears vertically (in Reports View). Disables the (superfluous) ToggleSideBar button in Balances and Schedule Views.

The dates displayed all transactions tables are now set in accordance with the region associated with the full range of selected currencies (instead of just £ - Pound and $ US Dollar); however, Date Picker date formats remain either DD/MM/YYYY (for all but $ - US Dollar) or M/D/YY ( $ - US Dollar only). Fixes a bug in Payees View, whereby scheduling an existing split transaction failed to copy its sub-transactions across to the Edit Scheduled Transaction Dialogue Box.

Following the addition of the capability to import transactions from a CSV file exported from an online banking app, the user interface has been improved by adding context menus to the Transactions Tables in the Accounts, Payees and Schedule View to augment the Transaction Editing Buttons as potential shortcuts. Remove and Edit/Enter buttons have been added to the Import Transactions File modal sheet (in addition to the existing context menu) to maintain consistency of user interface design. Some bug fixes have also been incorporated: in the automatic processing of split scheduled transactions on app launch; and in the export of a currently loaded MyNetWorth for Mac (.mnydata) dataset as a MyNetWorth for Windows (.mnw) Transactions File.

Adds the capability to import a set of transactions that have been exported from an online banking app in a Comma Separated Variable (CSV) file.

Fixes a bug (introduced in v 3.7) that caused MyNetWorth Preview to crash when a transaction was moved between accounts in Accounts Detail View using the Move button and the user then selected a new account in the Accounts View sidebar.

Bug fix: On launching MyNetWorth Preview for the first time after installation the filename of current transactions file was set to "BareMMData" and a Shared Transactions File alert box was displayed. The filename of current transactions file is now set to "Untitled" and no alert box is displayed. On saving the current transaction file for the first time, the user is prompted to choose a new filename and location.

Adds the capability to select multiple transactions in Accounts View for concurrently changing the transactions' date and/or toggling their cleared status.

Some fixes for bugs introduced in Version 3.5: 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. Added padding around windows to match macOS Tahoe GUI.

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.

Reworked Alerts for compatibility with both Tahoe and Sequoia. Improved Manage Accounts and Manage Payees functions. Disabled TypeSelect in Accounts and Payees SourceViews (not really needed in AccountsSourceView and causing conflicts with new Searchbar in PayeesSourceView).

Added a search bar to Payees Source View. Fixed bugs in adding a new payee in Payees View. Edited alert dialogue boxes for macOS 26 compatibility.

The Account Filter selection, applied by the user in the Schedule View, is saved, when leaving the Schedule View, and restored, when reopening the Schedule View. The Account Filter selection is also recorded in the transactions file, when the file is saved on quitting the app, and restored on relaunching the app and 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 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 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. Performance improvements incorporated when reopening Balances and Reports Views by preventing unnecessary recalculations; progress overlays are now displayed in Balances and Reports Views, when their contents are being calculated or refreshed. Various minor bug fixes implemented.

Adds byte order mark (BOM) to all CSV files exported from MyNetWorth Preview to provide full compatibility with Microsoft Excel.

Adds the capability to open new transaction files based upon pre-populated personal and/or PCC Treasurer Accounts Trees.

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. Save button in dialogue boxes is enabled when an Amount has been committed but the Amount Textfield still has focus.

Improvements to BalancesView. Start and end dates reset to dates of first and last transaction upon opening a new or existing transaction file. Enablers are treated as Asset/Liability, rather than Income/Expense, accounts when calculating balances. ProgressView overlays added to BalancesRightView and BalancesPieChartView and displayed during the calculation of balance values (as well as in BalancesLeftView).

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.

Added code to ensure that secure access to user selected files are always disabled after use to prevent any kernel resources leaks. Fixed bug in Rename/Move Transactions File function that could delete the original datafile, if it was replaced rather than Renamed or Moved. Added code to Open Transactions File function to: remove the old bookmark before setting new one; provide feedback and guidance to user, if inability to bookmark the new file is due to a macOS 15.0 bug (fixed in 15.1); and prevent deleting of Sandbox datafile, if secure access is not granted to the new file. Improved the content of various User Alert messages.

Polish Złoty added to selectable currencies. Hide Cleared can be selected to Off/On by default in Settings/Preferences. Hide Cleared button is enabled when an Account Group is selected in the Accounts View. 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 a dialogue box. Missing 'Cleared' column heading added to CSV file exported from Reports View.

Added the capability to filter the Schedule View transactions table by account. Added a Cleared column to the Reports View. Fixed a bug in the display of Current Balance when the sort direction is set to Ascending. Fixed bugs in importing MyNetWorth for Windows files.

The Accounts Tree, as well as the transaction tables in the Accounts, Payees, Schedule and Reports Views, can now be exported to a Comma Separated Variable (CSV) file for importing into spreadsheets or other finance managers. A bug has been fixed so that accounts that are added in dialogue boxes, rather than using the Edit Account buttons in the Accounts View sidebar, are now sorted correctly for display in the Accounts View sidebar. Removed need to commit textfield values before being able to save and close dialogue boxes.