MoneyWell Release History

Version 1.5.3 (511) - March 30, 2010

Added support for OFX banking that requires CLIENTUID (15510 error)
Added keyboard shortcut for toggling transaction lock
Added context menu to Duplicates view
Improved automatic transaction adding in Split Transaction Panel
Changed Unlock Document panel to work better with the document window
Changed the Account localized balance calculation to use the current balance times exchange rate
Changed test for reconcile date to allow same date range
Changed the Reconcile view to allow a statement with zero transactions to be reconciled
Changed calculations for dropped bucket amount to test for nil amounts
Changed Exchange Rates panel to allow changing of base currency rate
Fixed allowing bucket assignments on split parents and fixes existing splits
Fixed multiple prompts for passwords on locked documents
Fixed Delete Transaction menu command to deactivate on a zero selection count
Fixed problem with corrupted transactions
Fixed bucket entry on Transaction Detail to be disabled when transaction is a split
Fixed bucket entry on Transaction Detail to ignore a blank entry on a transfer
Fixed drag and drop creation of money flow that caused a negative amount in the New Money Flow panel
Fixed problems with duplicate exchange rates appearing on Exchange Rates panel
Fixed problems caused by zero date transactions
Fixed update of cash only transfers in Split Transactions Panel
Fixed graph pop-up info panel to not blink when shifting between label and bars
Fixed reports to suppress bucket optional and transfer transactions for better totals
Fixed a problem where split transactions could leave an invalid cash transfer transaction
Fixed Bucket Summary and Account Summary to refresh properly on transaction changes
Fixed Transaction Detail so it disables Cash only and transfer account controls for split transactions

Version 1.5.2 (500) - March 21, 2010

Added option to show reconciled balance instead of running balance
Added tooltip for transaction information from financial institution
Added context menus to both Reconcile and Favorites views
Added ability to send an alias to the ignored alias list directly from the Favorite Detail
Optimized refresh of cash flow view
Improved performance for documents with several accounts
Improved performance of Split Transaction panel
Improved performance of add transaction in documents with dozens of accounts and buckets
Improved Welcome panel to not be modal
Improved Get License panel to lessen confusion
Changed to open default document when MoneyWell switches to become the frontmost application
Changed Reconcile view to have the option for displaying reconciled balance
Changed localized amount to always update on transaction amount change
Changed Status pop-up to stay unlocked even if transaction is locked
Changed QIF import to ignore imported category if bucket is assigned by a favorite
Restored delete key on Manage Online Connections panel
Fixed bucket refresh when reassigning transactions
Fixed account refresh when reassigning transactions
Fixed bucket refresh when changing money flows
Fixed Fill Buckets first half fill when late previous month fills exist
Fixed OFX import hang dealing with UTF8String error
Fixed failure to remember selected accounts if accounts are hidden
Fixed various problems with split transactions and transfers
Fixed Fill Buckets to not refresh unless fill date is actually changed
Fixed Duplicates view so it updates the Transaction Detail every time
Fixed transaction reports to properly handle split transactions
Fixed odd looking text on the Preferences Panel
Fixed split transaction parent to reject bucket assignment, even by use of a favorite
Fixed refresh of graph on money flow changes
Fixed graph info window to close on graph refresh
Fixed Transaction Detail lock button to save edit changes
Fixed Transaction Detail status change to Reconcile to save edit changes
Fixed new bucket prompt in Transaction Detail
Fixed repeat iteration label to refresh immediately
Fixed Transaction Detail to refresh when locked status is changed outside of that view
Fixed repeating transactions when set to daily or weekly
Fixed initial balance calculation
Fixed initial download after discovering accounts via OFX
Fixed refresh of transaction list after opening Sample document
Fixed new transaction to not remember future dates

Version 1.5.1 (485) - March 6, 2010

Added difference amount to graph pop-up window
Added preferences for base currency, calculation and display precision
Added the transaction list column selection as a right-click menu on column header
Added the ability to auto-create a Favorite by dragging transactions to a bucket
Improved start-up time
Improved performance of adding a new transaction
Improved OFX import to handle comma or decimal point separators for decimals
Improved performance of add/change/delete transaction operations
Improved support for add/change/delete in the different views
Improved search performance and added default Amount and CheckRef field searching
Improved refresh of all transaction views to reduce hangs and crashes
Improved OFX import to handle comma or decimal point separators for decimals
Improved refresh of cash flow view on transaction changes (updates sorted position)
Improved refresh of cash flow view for split transaction Transaction Detail edits (keeps split expanded)
Improved list views to resize the payee column only for window resizes
Changed OFX password change to only submit a request after a failed access attempt
Changed memo column to display by default
Changed the Fill Buckets panel to not reset all flows based on the timing change of a bucket
Changed routine to check for damaged transactions to run on every open and not just on conversion
Fixed OFX password change tag sequence error
Fixed a problem handing OFX imported numbers that had a + prefix
Fixed QIF export when split transactions are in the export data
Fixed cash only transaction so it picks the first cash account in sequence order
Fixed refresh of account and bucket balances after transaction deletion
Fixed hang after merging duplicates and then switching back to Cash Flow view
Fixed hang after deleting a scheduled transaction and then switching to Scheduled view
Fixed transaction selection issue when switching views
Fixed reconcile sum when multiple transactions are selected
Fixed update of running balance on paste
Fixed order of newly pasted transaction(s) to be last on any specific date
Fixed next/previous transaction movement commands to flow past or through splits
Fixed next/previous transaction movement commands to save edit changes
Fixed next/previous transaction movement commands to scroll selection into view when necessary
Fixed potential failure in QIF and CSV import of amounts
Fixed new transfer transaction to properly set the pending flag when appropriate
Fixed new transaction to set the pending flag when appropriate
Fixed running balance to update after creation of a new transfer
Fixed display of decimal places on account and bucket summary views
Fixed transaction selection issues and transaction detail refresh
Fixed Reconcile view to properly update when switching from another view
Fixed selected statement to scroll to visible
Fixed undo on Duplicates view from causing an endless loop (spinning beach ball cursor)
Fixed bucket pop-up on Transaction Detail to show newly added buckets
Fixed refresh after bucket deletion
Fixed selection of Favorite after payee name change
Fixed bucket priority to match the list sequence on a new document
Fixed reconcile smart fix to look for open transaction match first
Fixed reconcile check all and check none operations to use transaction dates for range
Fixed the Memory Flows list to remember column and sort settings
Fixed refresh of Account Summary view upon startup
Fixed selection of new transaction on Reconcile view
Fixed setting of reconciled date when transaction is cleared or reconciled
Fixed export to respect selection or filter when option is active
Fixed split parents so they no longer have a bucket assignment
Fixed conversion of splits that had a split total signed different than the transaction type
Fixed Spending Plan panel size to better fit 13" screens by default
Fixed date limit error on transaction search
Fixed failure to add a new account when internet connection is behind a proxy server
Fixed status change on split parent to always update children
Fixed new manual money flow creation to show correct needed amount for the target bucket
Fixed a bug where the split transaction panel would lock up on an amount change
Fixed the graph where it didn't show February on a -2 day of the month setting
Fixed calculation and save errors when day of month setting was end of month, -1, or -2
Fixed graph refresh error when view limits changed while a column filter was active
Fixed graph info pop-up window to not appear when panel is open on top of main window
Fixed graph to show dashed planned column even without transaction data to plot
Fixed Transaction Detail to use the account currency and decimal places setting
Fixed problem where bucket balance could show as zero even with assigned transactions and money flows
Fixed problem where Fill Buckets would create all money flows from a single income bucket instead of combined group
Fixed Amount and CheckRef search to respect localized number formatting
Fixed problems with reconcile statement selection and date range checking
Fixed overwriting account and routing numbers with empty strings on QIF and OFX imports
Removed "MoneyWell" connect as type to avoid connection failures

Version 1.5 (447) - February 11, 2010

Revamped user interface for more efficient navigation
New Cash Flow View with collapsible Money Flow List
Drag and drop reordering of transactions within a single day
New running balance column
New Reconcile view with Smart Fix technology
New Account Summary showing mini net worth information
New Bucket Summary showing overview of bucket and cash flow accounts
New Quick Sums showing account, bucket, transaction or money flow sums
New All Accounts item shows consolidated accounts view
New Split Transaction panel allows for full control of split children
New collapsible split transactions for better transaction list split grouping
Collapsible buckets list
Drag and drop account assignment
Lockable transactions to avoid accidental changes
New smarter Fill Buckets panel
New Cash Flow Summary report
New prompt to merge active buckets when deleting
New preference to open multiple documents automatically
New preference to define auto save timing
New view options for the Transactions List
New void transaction ability
Improved copy/paste of transactions to Numbers or Excel
Improved pop-up detail window for graph columns
New transaction-level exchange rates
Account selection remembered between sessions
New Starting Bucket Balances panel for easier cash flow setup
New user-defined spending plan starting day of the month
Improved Direct Connect Banking
Improved user control over importing and merging transactions
New Ignored Alias List
New custom report titles
New memo field on money flows
New manual money flows that don't affect fill buckets
Dozens of other features and fixes

Version 1.4.13 (263) - December 9, 2009

Fixed merge transactions to not use date from financial institution

Version 1.4.12 (262) - September 16, 2009

Added a warning panel to keep MoneyWell from opening 1.5 and newer databases
Added Show Welcome Panel to Window menu
Changed merge transactions to use date from financial institution
Fixed missing save after newly updated database finishes
Fixed Create Transfer from Selection to set bucket optional flag
Fixed missing shortcut key for Make Bucket Optional

Version 1.4.11 (260) - August 20, 2009

Added CLIENTUID tag support for OFX direct connect downloads (Zions Bank)
Changed account detail updated date field to be editable
Fixed memorized transaction list amount not showing values in the thousands
Fixed problem with export of split transactions

Version 1.4.10 (254) - July 9, 2009

Added preference to turn off appending of memos on merge
Fixed QIF export to properly group split transactions
Fixed QIF import to properly sequence split transactions
Fixed transaction date change to not change cleared date on cleared transactions

Version 1.4.9 (252) - June 26, 2009

Added shortcut key for Make Bucket Optional
Improved number format selector on CSV and QIF imports to handle non-U.S. decimal delimiters
Improved duplicate merge to intelligently append memo field text
Improved text description on Set Password panel
Fixed CSV import to properly handle tab-delimited data with blank columns

Version 1.4.8 (248) - May 23, 2009

Fixed OFX import bug hiding imported transactions
Fixed Spending Plan historic amount to use account currency
Fixed account sort on reports to use only user sequenced order

Version 1.4.7 (246) - May 16, 2009

Improved duplicate merges to update check reference if available
Fixed import of OFX file bug from 1.4.6
Fixed changing of transaction status to save edits in progress
Fixed bucket balance total to update after cash flow start amount change
Fixed reports to show localized account currency on account breaks

Version 1.4.6 (243) - May 14, 2009

Improved import of OFX files that have missing element data
Improved import of QIF files when transactions are missing dates
Improved download of financial institution info from nothirst.com
Changed minimum window size to support smaller screens
Fixed Allocate Income to pick the correct month half by default
Fixed crash if Search Transactions was active prior to a reconcile
Fixed duplicates matching to pick oldest transaction first
Fixed several buttons to have a clearer accessibility identity

Version 1.4.5 (239) - April 8, 2009

Added ability to manually merge two selected transactions
Added Customize Toolbar and Hide Toolbar to View menu
Added memo field search for memorized transaction aliases during imports
Fixed interface freezing on Reconcile view for certain accounts
Fixed Allocate Income to recognize previous early allocation
Fixed Reconcile view to properly refresh the transaction list when the date range is changed
Fixed Split totals to show properly in Reconcile view
Fixed Hide Split Children and Show Split Totals to toggle each other as needed
Fixed graph to show amounts of split children even when they are hidden
Fixed a refresh problem on transaction list after downloads and imports
Fixed cash flow start date and amount to point to new bucket after merge
Fixed interface freezing when adding an account without an internet connection
Fixed reports to exclude pending transactions
Fixed disappearance of repeating pending transactions when one was marked as Open
Fixed repeating transaction to work properly when ending set to Never
Fixed error stopping Update Similar Transactions panel from appearing
Fixed problem with autosave not occurring after editing money flows
Fixed encoding problem with certain direct downloads that caused interface to freeze
Fixed sample date not showing on certain QIF files prior to import

Version 1.4.4 (232) - April 2, 2009

Added grand totals to transaction reports
Added a Preference to turn off automatic creation of memorized transactions
Added New Money Flow command to action menu below buckets list
Changed new money flow panel to default to selected bucket(s)
Changed Transaction List view hotkeys to also set focus to the list
Changed Report Panel to disable Period and Range when printing selected transactions
Fixed repeating transaction bug where future transactions didn't generate
Fixed bucket totals to always refresh after imports or downloads
Fixed duplicate matching to ignore checks without numbers
Fixed duplicate matching to match oldest dated transactions first
Fixed list sorting to ignore case and localization issues
Fixed bucket sorting in pop-up lists to use proper user-defined sequence
Fixed error when adding a memorized transaction without a current transaction selected
Fixed accidental resequencing of buckets after new bucket and restart
Fixed save error when reordering a newly created bucket in the list
Fixed reports to show selected transactions when that selection is chosen

Version 1.4.3 (225) - February 5, 2009

Added ability to manually merge two selected transactions
Added Customize Toolbar and Hide Toolbar to View menu
Added memo field search for memorized transaction aliases during imports
Fixed interface freezing on Reconcile view for certain accounts
Fixed Allocate Income to recognize previous early allocation
Fixed Reconcile view to properly refresh the transaction list when the date range is changed
Fixed Split totals to show properly in Reconcile view
Fixed Hide Split Children and Show Split Totals to toggle each other as needed
Fixed graph to show amounts of split children even when they are hidden
Fixed a refresh problem on transaction list after downloads and imports
Fixed cash flow start date and amount to point to new bucket after merge
Fixed interface freezing when adding an account without an internet connection
Fixed reports to exclude pending transactions
Fixed disappearance of repeating pending transactions when one was marked as Open
Fixed repeating transaction to work properly when ending set to Never
Fixed error stopping Update Similar Transactions panel from appearing
Fixed problem with autosave not occurring after editing money flows
Fixed encoding problem with certain direct downloads that caused interface to freeze
Fixed sample date not showing on certain QIF files prior to import

Version 1.4.2 (217) - January 5, 2009

Dramatically increased speed of import processing
Added ability to read Quicken exported dates using quoted years
Added ability to keep bucket assignments on transaction copy/paste
Added ability to import multi-account OFX files
Added prompt to Update Similar Transactions after adding memorized transaction
Added transaction list context menu command to Update Similar Transactions
Added bucket list context menu command to Resequence Alphabetically
Improved feedback before transactions are updated
Changed bucket totals to show transaction amounts when filtered to a month or if cash flow start date is in the future
Changed Duplicates View to only appear after import if duplicates exist
Changed QIF import to set transaction as cleared by default
Reduced the color saturation on red and green bucket amount badges
Reduced the width of "check all" graphic for more room on Reconcile view
Fixed Edit > Add Default Buckets to not trigger default accounts panel
Fixed OFX direct type setting for credit card and liability accounts
Fixed the limited width on the check number column
Fixed problem with new bucket losing name when dragged to new position
Fixed selection of pasted transactions
Fixed refresh of main window after Duplicates view is closed
Fixed import to first select All Transactions bucket
Fixed a problem with direct downloads of money market accounts
Fixed a problem with refresh of Reconcile view totals during add/delete
Fixed out of sequence transactions after OFX import
Fixed search entry for financial institutions to reset to cleared
Fixed import of OFX files from investment accounts
Fixed deposits with check numbers in OFX imports to stay as deposits
Fixed a problem parsing OFX information when ORG or FID was blank
Fixed sort order on the transactions list status column

Version 1.4.1 (211) - December 8, 2008

Fixed problem with document conversion not assigning a unique name to backup file

Version 1.4 (210) - December 8, 2008

Improved performance
Cleaner interface with bucket amount badges, new icons, and smoother workflow
OFX Direct Connect transaction downloads
New Sample File to help when first using MoneyWell
Simplified new document creation with auto-download of account settings
Auto-calculation of starting balance transaction
New Online Connection Manager
Receipts can now be attached transactions—both documents and emails
New built-in Receipt Viewer
Faster Duplicates Review with user-defined date range selection and transaction merging
Automated removal of duplicate imported transactions
New delimited file import support (CSV) with user-defined field order
New user-defined bucket order (drag and drop)
New intelligent check number assignment to find check number in payee name
New scheduled transfer transactions
New ability to allocate income a selected number of days prior to next month
New grouping options on reports for accounts and buckets
New Spending Plan Detail report
New memorized transaction quick lookup button on Transaction Detail
New Update Matching Transactions panel with detail review and selection
New cleared/reconciled date entry on Transaction Detail
Improved new transaction creation to remember last changed date
New clickable cash flow start indicator on graph
New "Open last document on startup" preference
New keyboard shortcuts to edit a transaction with quick date or bucket selected
Improved flow of data entry on Transaction Detail
Improved Exchange Rates panel with full currency name and delete
New ability to merge buckets (hold down Option key during drag and drop)
New ability to skip opening the default file by holding down the Control key
Improved graph to only show cash flow feedback for active rollover months
Improved transaction list sorting to keep downloaded order from financial institutions and split entry order
Improved drag and drop money flow creation to auto-fill overspent amount
Improved memorized transaction and multi-transaction update process
Improved Allocate Income to more evenly distribution combined income
Improved auto-complete to remember original capitalization
Improved Bucket Detail to show all money flows in decending order
Improved last import flag to only clear for newly imported accounts
Improved date time-zone management
Improved memorized transaction to not change type if "Check" is selected
Fixed right-click highlighting on lists
Fixed duplicated memorized transaction when clicking Memorize
Fixed opening MoneyWell from command line to always process the import file if specified
Fixed Tab key order on Reconcile view
Fixed buckets list to not alter amounts until new money flow is accepted
Over 50 enhancements in all...

Version 1.3.10 (155) - August 18, 2008

Fixed Transaction Detail lost of focus problem for split/scheduled changes

Version 1.3.9 (154) - August 10, 2008

Fixed bug where main window could lock up when selecting a bucket
Fixed Scheduled Transactions refresh when adding a new transaction
Fixed display of repeat every text
Fixed disabled setting for repeating transaction fields
Fixed date issues for New Zealand and Australian customers

Version 1.3.8 (153) - June 25, 2008

Improved performance of Review Duplicates and Reconcile views
Changed Review Duplicates view to behave more logically
Changed Reconcile view to refresh after appearing (to avoid display bug)
Changed Review Duplicates and Reconcile views to close with Escape key
Fixed shortcut key for toggle reconcile (Cmd+Shift+R)
Fixed alternate shortcut key for delete (Delete)
Fixed default settings panel layout when resized
Fixed table column settings to be persistent for individual documents
Fixed transaction detail bucket entry on 10.4 to allow typed entry
Fixed alias list on memorized transaction detail to display correctly
Fixed localization of spending plan name
Fixed localization of several undo titles
Fixed localization of smart bucket names

Version 1.3.7 (148) - June 7, 2008

Added tooltips to Add Bucket and Action Menu buttons on main window
Fixed Frequency and Timing pop-up menus on Spending Plan panel
Fixed Reconcile panel so it doesn't interrupt entry of dates and amounts
Fixed Reconcile panel so it hides previously reconciled transactions
Fixed refresh of graph when showing/hiding future transactions
Fixed a problem where transaction date was changed during reconcile

Version 1.3.6 (146) - June 4, 2008

Added a button on Bucket Detail panel for adding a money flow
Improved readability of Initial Rollover panel
Fixed graph refresh bug when filtered by date
Fixed Allocate Income so that it ignores hidden buckets
Fixed scheduled transactions to not create missing open transactions in a series, only new pending transactions are created
Fixed account pop-ups to show correct sort order after adding an account
Fixed spacing of graphics on main window Add and Action buttons
Fixed several visual issues including preparations for language localization

Version 1.3.3 (139 - May 8, 2008

Improved performance of transaction detail entry and selection
Improved performance of cash flow graph refresh
Added progress indicator to graph refresh
Added Flow As option to Allocate Income giving user control over timing
Added View menu option to control future time period for viewing pending transactions
Added prompt to update memo on scheduled transactions
Added Bucket column to current, reconcile, and duplicates lists
Added Resend License Code button to license dialog
Changed memorized transaction to also update buckets when multiple transactions are selected
Changed buckets refresh to allow transaction to stay in detail panel during bucket assignment change
Changed tables and views to save specific layouts for each document
Fixed Search Transactions to properly find amounts with zero cents
Fixed transaction detail to keep focus on bucket entry after change
Fixed problem opening documents on some 10.4 systems

Version 1.3.2 (130) - May 8, 2008

Added option to graph bucket optional transactions
Fixed rounding problem on reconcile view
Fixed refresh of transactions on account selection change
Fixed a problem handling postfix negative number on QIF import
Fixed duplicates view to use red backdrop for all marked transactions

Version 1.3.1 (126) - April 23, 2008

Improved bucket select speed - up to 20 times faster
Improved transaction select speed - up to twice as fast
Improved graph display speed - 2.5 times faster
Added amount label on income only or expense only graphs
Changed duplicates view to select last import items over existing items
Changed range of days for second half of month to 11 through 24
Fixed a problem with converting files with missing required relationships
Fixed graph/filter problem with first of month dates
Fixed dropped active transaction detail text edits on button clicks
Fixed main window minimum resize limit problem

Version 1.3 (123) - April 16, 2008

Added Scheduled Transactions
Added ability to set a different currency for each account
Added currency exchange rate table and conversion
Added monthly timing to Allocate Income for more intelligent money flows
Added user-defined sequence accounts using simple drag and drop
Added ability to hide buckets and accounts
Added reconcile date so transaction date remains unchanged
Added a "Last Import" bucket to allow review of imported transactions
Added context menus throughout main window
Added ability to set bucket as optional on a transaction
Added abiltiy to set date range for reporting
Added Transaction Report with subtotals
Added Bucket Summary Report
Added Tax Detail Report
Added Tax Summary Report
Added Combined Income Buckets option to Allocate Income
Added Forward Delete key as an alternate Delete shortcut
Added commands to action menu at window bottom
Added Last Import smart bucket
Added ability to click Accounts, Buckets, and Transactions title to select all
Added saved sorting for current and memorized transaction lists
Added reconciled sum to balance status message
Added context menu and keyboard shortcut to toggle reconcile transaction
Added Duplicate command for transactions
Added more detailed tooltip to graph columns (rollovers and money flows)
Changed overspent red hash marks on graph to be based on money flows
Changed duplicates view to highlight last imported items with a colored date
Changed OFX import to check for account type and number
Changed bucket double-click to active bucket detail
Changed account double-click to active account detail
Changed negative amounts to be easier to read when row selected
Changed graph to display more bars based on window width
Changed reconcile for credit cards to auto-change values to negative
Changed new bucket and account panels to force focus to Name field
Changed graph months to draw even if no data is available
Changed liability transactions to use "Payment, Charge, Advance" type labels
Changed update matching transaction routine to only affect unassigned bucket transactions
Improved readability of Allocate Income panel
Improved transaction list recognition with icons and highlighting
Improved matching for exact transactions during import
Improved visuals for bucket type pop-up selection
Fixed type change on transfer to flip type on matching transaction
Fixed problems with date formats containing spaces
Fixed clearing filter to always properly refresh transactions list
Fixed Reset All Totals Using Historic button on Spending Plan panel
Fixed Show Parent on split to not change buckets unnecessarily
Fixed Show Matching on transfer to not change buckets unnecessarily

Version 1.2.10 (93) - February 22, 2008

Fixed improper rounding of transaction amount with large numbers
Fixed missing memo on QIF import of split transactions
Fixed flow on split transactions to edit correct entry

Version 1.2.9 (92) - February 4, 2008

Fixed problem with misordered QIF !Options line causing import problems
Fixed number formatting to properly show 3 decimal places (Bahraini Dinar)

Version 1.2.8 (89) - January 31, 2008

Fixed QIF import to recognize Quicken for Windows elements better
Fixed blank payee from occuring via Memorize operation

Version 1.2.7 (88) - January 25, 2008

Added QIF export with filter control

Version 1.2.6 (86) - January 22, 2008

Improved import performance by integrating duplicate checking
Changed location of import date preference to import panel
Fixed problem with blank payee name on memorized transactions
Fixed duplication of accounts on QIF imports
Fixed payee entry to allow shortened version of memorized payee

Version 1.2.5 (85) - January 10, 2008

Added ability to retrieve licenses from within MoneyWell

Version 1.2.4 (84) - January 5, 2008

Fixed rollover problem from 1.2.3 (83)

Version 1.2.3 (83) - January 4, 2008

Improved speed of rollover recalculation
Improved flow for editing of Unassigned transactions
Improved reconcile detail spacing on smaller screens
Improved money flows to use current date when appropriate
Improved reconcile to update transaction date when out of range
Fixed sort/compare in review duplicate transactions
Fixed transactions list restore after end of reconcile/duplicate review
Fixed null entry on spending plan month entry
Fixed bucket detail refresh after allocate income
Fixed save (missing amount) error

Version 1.2.2 (80) - December 19, 2007

Lowered CPU usage significantly
Fixed automatic rollover calculation on document load
Improved performance of transaction data entry (build 78)
Improved performance of money flow graph column selection (build 78)
Fixed automatic memorized transaction problem on Tiger (build 78)
Fixed Transaction Detail bucket selection by mouse triggers (build 78)
Fixed crash on window close (build 79)

Version 1.2.1 (79) - December 19, 2007

Improved performance of transaction data entry
Improved performance of money flow graph column selection
Fixed automatic memorized transaction problem on Tiger
Fixed Transaction Detail bucket selection by mouse triggers
Fixed crash on window close

Version 1.2 (76) - December 12, 2007

Added automatic memorized transactions
Added transaction list report
Added user-controlled duplicate transaction review during imports
Added cash-only transactions for easier spending cash tracking
Added ability to change existing transaction to a transfer
Added status info message showing balance to date and transaction sum
Added copy/paste of transactions to Numbers or other tab-delimited destinations
Added copy/paste of transactions within MoneyWell
Added Transfers smart bucket to monitor transfer transactions
Improved reconcile to automatically set starting date and balance
Improved reconcile to hide reconciled transactions from earlier statements
Improved transaction list -- the selected transaction stays visible better
Changed negative number display to red in color
Changed new file setup to add a cash account by default
Fixed autosave interruption of memorized transaction edit
Fixed crash on undo of split transaction change
Fixed import to key only on account number and ignore routing number
Fixed missing commit of editing on Transfer panel
Fixed QIF import to handle split deposits with a withdrawal transaction
Fixed bucket detail to stop accidental bucket type changes to smart

Version 1.1.3 (62) - November 13, 2007

Fixed OFX import to accept non-standard account type and date formatting
Fixed premature end of edits in reconcile mode
Fixed undo/redo when creating a new transaction

Version 1.1.2 (61) - November 10, 2007

Added transaction list view mode that shows split totals
Changed money flow creation to use selected month on graph
Fixed Revise Initial Rollover problem on Tiger

Version 1.1.1 (60) - November 9, 2007

Fixed OFX/QFX file encoding problem
Fixed individual month spending plan amount display under Leopard
Fixed automatic rollover recalculation for existing documents
Fixed bucket detail display refresh on graph bar selection change

Version 1.1 (59) - November 7, 2007

Added document password protection
Added statement reconciliation
Added OFX/QFX import support
Added intelligent account selection to OFX/QFX imports
Added automatic removal of duplicate transactions on imports
Added ability to set planned amounts for specific month of the year
Added automatic rollover recalculation
Added ability to set date of initial rollover
Added view of money flows in bucket detail for selected month
Added ability to allocate income for selected month
Improved speed of QIF imports (over 10 times faster)
Improved undo/redo context naming
Fixed Leopard incompatibilities
Fixed QIF import to properly use memorized transactions
Fixed QIF import when line ending characters were inconsistent
Fixed QIF import to ignore zero check numbers
Fixed rounding errors on zero values
Fixed disply error when entering a decimal value with only right-side numbers

Version 1.0.6 (44) - October 19, 2007

Fixed QIF import for certain file encodings (ASCII/UTF-8)

Version 1.0.5 (43) - October 6, 2007

Changed QIF import to use memo as payee if payee is blank
Fixed QIF import of double-byte characters (UTF-8)
Fixed error in remove unused items routine

Version 1.0.4 (42) - September 30, 2007

Fixed PowerPC-related calculation bug for spending plan totals

Version 1.0.3 (41) - September 22, 2007

Added a new bucket button next to action button
Revised look of empty and overallocated/overspent buckets
Connected bucket refresh to graph selection
Fixed problem with year first date input/import
Fixed problem with Initial Rollover panel
Fixed problem with Allocate Income panel
Fixed problem with drag and drop bucket new flow creation
Fixed problem with new bucket creation (fake label issue)
Fixed problem with memorized transaction panel
Fixed crash on exit
Fixed refresh of split transaction total

Version 1.0.2 (39) - September 11, 2007

Added user preference "Localize date for QIF import"
Added ability to revise the initial rollover amount
Added QIF support for FI using currency symbols in amounts
Added large splitter handles to bucket and graph bars
Added show decimals preference on spending plan panel
Window size and position now remembered per document
Accounts now sorted by type and name
Initial rollover timer disabled; activates with allocate income
Changed initial rollover suggested amount to never be negative
Transaction filter cleared on new transaction or account
Fixed removal of bucket assignment from a transaction
Fixed buckets view on New Money Flow Panel dropdowns
Fixed buckets sort on New Memorized Transaction Panel dropdown
Fixed invalidated object error
Fixed initial rollover not saving amount without tab or enter key
Fixed name sorts to be case insensitive
Fixed edit commit failure on account change
Fixed auto-save failure after undo of memorized transaction update causes

Version 1.0.1 (38) - September 3, 2007

Added support for localized date format
Added support for localized decimal and currency formats
Added date entry to transfer panel
Fixed problem with monthly rollover Now button
Fixed QIF import with improper check type assignment
Fixed missing buy now button on About panel
Fixed crash after cancel of new money flow

Version 1.0 (37) - August 31, 2007

Initial Release