Mac Platform: Intel
OS version: 10.7 or later
Processor type(s) & speed: 64-bit
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
Meet BB&T connection requirements (TLSv1 only, no negotiation) but use protocol negotiation for all other connections
Improved debugging tool for https connections
Credit cards accounts can now also accept all banking data.
Fix budget list sorting in various places.
The new budget table now no longer recalculates the actual and budgeted values for each table cell every time it is redrawn, thus saving many kilowatts worth of CPU and making the interface feel so much snappier.
Fixed blank labels on compounding period for securities
Fix issue where CREDITLINE accounts could not be imported into internal credit card accounts.
More user-friendly error message if there are low-level issues loading a data file.
Change reconcile window beginning balance to be a label instead of an input field, so it’s obviously uneditable.
Save size and location of pre-reconcile window.
When auto-completing split transactions, tags from the splits are now copied to the new transaction
Fix for weirdness related to rounding/truncating of budget amounts causing strange behaviour in the budget mini-graphs
Tweaks to transaction details sidebar and preference setting
Use the (slightly looser) default acceptable versions of SSL/TLS when connecting to banks (required for Los Alamos)
Fix calculation of mixed interval budgets based on past history. (note: the budget detail panel still doesn’t automatically refresh after editing a mixed interval budget)
Remove space for “yes” string in Danish translation which made it ridiculously difficult to delete non-empty accounts or categories
Make the code that checks for the confirmation string ignore leading or trailing whitespace
Enable type-to-complete in loan account setup for interest and escrow account choosers.
Fix the way memos are saved on splits in register. The old description was being copied into the memo incorrectly.
Fix: We weren’t reading file encodings correctly when importing OFX files
Sometimes debugging info wasn’t showing in logs when it should have been
Fix error when setting up online banking after upgrading rom pre-2015 versions of Moneydance (regression from build 1302)
Use different Client UIDS when different user accounts connect to the same bank via OFX. This should solve the problem with connections to Chase when multiple user accounts are used in the same data file. In theory.
Subtotal categories on budget report.
Fix memo display when editing split transactions.
Updated Italian translation (thanks to Livio Bertacco!)
Fix Transaction Filter report not always showing description correctly in two-line mode.
Fix tags on splits in Transaction Filter report.
Automatic backups were firing twice on Macs in some circumstances. Fixed.
Now use the Archives folder as the default backup location.
Fix initial hight balance on transactions report.
Fix highlight problem with payees in bill pay window.
Fix auto-selection of online payee when sending payments from transaction reminders
Extra automatic backups weren’t getting cleaned up as expected. Fixed.
Improve support for Hebrew and many Asian language fonts.
Ensure that only investment accounts show up in Investment Performance report.
Remove Archive function, as it never helps in the current form
Fix NPE in Security Detail panel.
Force Fifth-Third Bank connection setup process to show download-enabled bank accounts as options for online bill payment
Put the payee popup/completion widget into the proper fields when editing the other side of a transaction
Support increased refreshing of OFX service information
Make sure backup runs when switching data sets.
Add null check to backup location selection dialog on windows.
Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking.
Moneydance handles multiple currencies and virtually any financial task with ease.
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions.
This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
Graphs & Reports
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files.
The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.
When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad, and iPod touch. Now also available for your Android device free on the Play Store!
Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically.
More info: http://moneydance.com