Moneydance full changelog
Moneydance 2017.8 (1691
released Oct 24, 2018 (New Release)
Fixes to average cost basis and capital gains report calculations (thanks Stuart Beesley!)
Fixes to investment performance report in situation in which the same security in two different accounts was incorrectly grouped (thanks Mike Bray!)
Fixes to investment performance report in situation in which the same security in two different accounts was incorrectly grouped (thanks Mike Bray!)
Moneydance 2017.2 (1597
released Jan 25, 2017 (New Release)
Fixed bug when upgrading from a pre-2014 data file that would disconnect syncing from the previously configured sync folder. The result was syncing being disabled or using a different folder ID than was previously used. This update fixes the problem when migrating and also restores the previous sync folder status as well as continues to sync with any newly configured sync folder for mobile devices.
app source info update to allow for custom branded colours
app source info update to allow for custom branded colours
Moneydance 2017 (1584)
released Oct 31, 2016 (New Release)
reduce logging clutter in dropbox sync interface
slight tweak to homepage view management
slight tweak to homepage view management
Moneydance 2015.7 (1358
released Mar 21, 2016 (New Release)
Sort similar payees by score before adding to the downloaded transaction match panel
Updated Portuguese and Brazilian/Portuguese translations (thanks Sara Borges!)
Fixed bug where number of shares wasn’t updated when creating a stock split until the program was restarted.
Add approved certificate authorities for OFX connections
Updated Portuguese and Brazilian/Portuguese translations (thanks Sara Borges!)
Fixed bug where number of shares wasn’t updated when creating a stock split until the program was restarted.
Add approved certificate authorities for OFX connections
Moneydance 2015.7 (1357
released Mar 16, 2016 (New Release)
Sort similar payees by score before adding to the downloaded transaction match panel
Updated Portuguese and Brazilian/Portuguese translations (thanks Sara Borges!)
Fixed bug where number of shares wasn’t updated when creating a stock split until the program was restarted.
Add approved certificate authorities for OFX connections
Updated Portuguese and Brazilian/Portuguese translations (thanks Sara Borges!)
Fixed bug where number of shares wasn’t updated when creating a stock split until the program was restarted.
Add approved certificate authorities for OFX connections
Moneydance 2015.6 (1299
released Oct 8, 2015 (New Release)
Add automatic archive-export feature
Add menu item for restoring backups
Update last modified date of data bundle/folder when items in the bundle change.
Make transaction details popup moveable
Add menu item for restoring backups
Update last modified date of data bundle/folder when items in the bundle change.
Make transaction details popup moveable
Moneydance 2015.5 (1225
released Jun 29, 2015 (New Release)
If a report row references a split transaction, ‘drilling down’ into it now opens the transaction in the entry account register rather than the category register
Batch changing the category now works for bank transactions in investment account registers
Handle foreign currency information when importing/downloading transactions
Show security name in lot matching window title
Batch changing the category now works for bank transactions in investment account registers
Handle foreign currency information when importing/downloading transactions
Show security name in lot matching window title
Moneydance 2015.3 (1175
released Mar 17, 2015 (New Release)
Temporarily restrict secure connections to TLS1 because BB&T's (and other bank's) OFX servers will not negotiate a TLS1.1 or 1.2 connection
When submitting online bill payments, if the bank returns a "processed date" of today then use the payment date
When matching downloaded transactions that have check numbers, allow a 3x wider date window for potential merges
When submitting online bill payments, if the bank returns a "processed date" of today then use the payment date
When matching downloaded transactions that have check numbers, allow a 3x wider date window for potential merges
Moneydance 2015.3 (1170
released Mar 6, 2015 (New Release)
added Verisign Root CA required by SunCoast FCU
added fallback font selection of Segoe UI (mainly for Windows 8/10 installs)
added fallback font selection of Segoe UI (mainly for Windows 8/10 installs)
Moneydance 2014.3 B947
released Feb 18, 2014 (New Release)
Improved launch screen with options to import directly from Quicken Essentials, start with a QIF file, open an existing file, or to start a fresh new set of accounts
Record check number for submitted online payments from banks that provide it
Ability to import multiple QIF files in one step
Improved performance of file saving and prevent rare situations in which it could freeze the app
Suppress display of duplicate memo fields on the “other side” of transactions
Minor improvements and bug fixes
Improved performance and behaviour of Archive function
If only one Moneydance window is open then the command-W (ctrl-W on windows/linux) shortcut will not close it.
Restored file/document icon in the window title bar on macs
Fixed bug in which the number of days to sync to dropbox was not being remembered
Record check number for submitted online payments from banks that provide it
Ability to import multiple QIF files in one step
Improved performance of file saving and prevent rare situations in which it could freeze the app
Suppress display of duplicate memo fields on the “other side” of transactions
Minor improvements and bug fixes
Improved performance and behaviour of Archive function
If only one Moneydance window is open then the command-W (ctrl-W on windows/linux) shortcut will not close it.
Restored file/document icon in the window title bar on macs
Fixed bug in which the number of days to sync to dropbox was not being remembered
Moneydance for Windows 7 - free download notice
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