New filters make it easy to see all categories, budgeted categories.Entirely new budget interface with the ability to budget weekly, bi-monthly, monthly, and annually.Security history prices are now sorted with newest entries at top.Add auto complete to security selector for investment transactions.Able to print checks from Investment Accounts.When archiving if a transaction is archived the attachments will also be archived.Clicking on a transaction which has an attachment will display a thumbnail clicking on the thumbnail will open the attachment.A paperclip icon indicates transactions which have attachments.It is possible to have multiple attachments on a transaction.Once a file is attached to a transaction a copy will be stored in the Moneydance data bundle and the original can be deleted (if desired).Attach by right clicking on a transaction and selecting "Add Attachment", or by dragging the image file onto a transaction.Attach images, pdfs, and other files to transactions.Start typing and if the program doesn’t recognize it as an existing account, category, or sub-category you’ll see be given the option to create a new category of with that name. For example when entering a transaction with the category Automotive:Fuel, instead of typing Au:Fu you can just start typing Fuel.Ĭreation of new categories from within account registers. Moneydance 2014 (general new features in initial release)Īuto-completion of sub-categories when typing. Fixed bug preventing the main account selector popup from updating along with sidebar selection.Fixed account selector popup so that mousing over highlights the item under the cursor but doesn't actually change the selection until clicked.Suppressed create-new-category shortcut depending upon context.Fixed category suggestion popover so that it doesn’t show categories/accounts that are not appropriate for the context.Fixed date picker and ability to type while the graphical picker is active.Fixed bug preventing display of stock splits in the security history window.Fixed bug that would cause a freeze upon editing a stock split. ![]() Fixed bug in which using the keyboard (or context menu) to delete splits in an edit-splits window would cause duplicate transactions to be recorded.Updated certificates to allow connections to Mountain America Credit Union (and others).Updated certificates to enable connections to Barclays SPIC.Added next-30-days and next-month options to home page expense graph view.Fixed bug in transaction filter reports based on filtering by categories.Fixed date selection bug in monthly budget panel.Fixed bug preventing budgets from opening in new windows.Prevent budget columns from shifting position when the all/budgeted/active toggle is changed.No longer show inactive categories in budgets.Fixed bug that sometimes showed the new budgeting interface for old-style budgets.Added ability to create old style (pre-2014 format) budgets (aka mixed interval budgets).Run QIF import in the background to avoid freezing the UI if imports take longer than a few milliseconds. ![]()
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