The Infinite Kind Moneydance 2017.1584 (x86x64)
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.
Online Banking
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.
Summary
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.
Account Registers
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.
Reminders
You can set up a payment schedule for single or recurring transactions so you will never miss a payment.
Investments
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.
System Requirements:
- Windows 32-bit and 64-bit versions.
New in Version 2017.1584:
Added GeoTrust G3 certificate which is used by OneAmerica
Change default filename for exported backups to filename-YYYYMMDD.moneydancearchive
Files restored from backups/archives now take the name of the backup file by default, and will not overwrite the current version of the file with the same name
Always use the most recent printing API
Fix restoring/opening from a .moneydancearchive so that it disables syncing and resets sync path information for the reconstituted file
Improve layout of security matching window when importing investment data from OFX
Adjustment to QIF import to try and skip obsolete prices with auto-setting prices or exchange rates
Check if we have more recent historical prices before auto-updating the current price from a QIF import
Tweak currency/security price editing window and QIF importer so not overwrite manually updated rates/prices
Fix scaling and margins in built-in asset allocation and security performance graphs
Fix bug when opening an account's associated web site for the first time if a specific web site has not yet been set
Updated register split/combined icons and apply colour from toolbar foreground theme
Show full path to external files in the File->Open submenu
More intuitive matching of formatted date substrings in quick-search
Separate and sort data files by internal/external status as well as alphabetically in the File->Open menu
Improvements to security subtypes to ensure that any custom subtypes are synced across computers
Only allow sync passphrase to be changed if syncing is disabled, and show a message that other sync clients passphrases will need to be updated to match
Add editor to the Python script runner window, along with a prompt to install the current script as a (temporary) extension if it contains a moneydance_extension variable
Update format of tab delimited data export, and fix the export so that it only includes the selected account, if any
UI tweaks to budget detail table popup and the account selector
Fix budget calculation bug (thanks @ronnie_macgyver for the help!)
Fix problem with post-load verification of currency/security snapshots
Fix label positioning in asset allocation graph
Cleaned up portfolio allocation and other graphs
Update layout of the reminders view on the summary screen
Fixes to scroll bar thumb visibility and size
Add Entrust intermediate certificate to allow connections to M&T Bank Direct Connect
Reduce the amount of file updates pushed to dropbox or the configured shared folder
Add a local signal file that can be deleted to force moneydance to push new sync info to the shared folder or dropbox
Avoid certain situations which could cause the appearance of restored accounts or categories that overwrite the account or category info that it was intended to be restoring
Disallow selection of inactive categories as a default category for a bank account
Improve the auto-setting of exchange rate and security price information based on recorded transactions and transaction reminders
Tweak budget toolbar graph colours and style
Fix bug with security selector in investment accounts not updating properly
Fix duplicate action on investment transactions (including DivReinvest)
Fixed bug that prevented syncing from continuing when encountering an old txn log file that was closed uncleanly
Change display of the income/expenses homepage graph explorer to use dotted line guides for transactions and allow clicking on the entire row to go to that transaction
Added a total label for any overdue or upcoming amounts in the home page reminder panel
only show the Dropbox Folder method as a sync option if we are not constrained to a sandbox
T (or ctrl-T) in a register will now centre you on todays transactions (or the location where a transaction with todays date should be)
In the new budget view, show amounts in the fancy format (with currency prefixes/suffixes and thousands delimiters) but without decimal places. Unless the amounts are zero, in which case they are completely unadorned because you don't care about the currency for zero values.
Added URL/URI scheme hook into Moneydance
Avoid potential error syncing data to mobile devices when an account does not have a default category
Restructure how data files are validated and synced when opened
If debugging is active (ie the console window is visible) include a show details action in the account list window context menu
Added syncing of attachments
Perform currency conversion when subtotalling in cash flow reports (fixes #3707)
Shutting down Moneydance or switching files now includes a more thorough clean-up process that runs in the background
Use a simplified sync settings window when a data file is a secondary sync node
Allow changing the encryption passphrase on a secondary sync node if the passphrase is no longer able to decrypt the test data
Updated Norwegian translation (thanks Gideon van Melle!)
Graph/report account choose now excludes inactive/disabled accounts by default
Improve performance when quickly changing the cleared status of many transactions (fixes #4936)
Fixed bug where duplicate transactions were not properly matched if they were correction transactions but were missing a correction ID
Ensure that temporary files are deleted if a dropbox API upload fails
The OFX login window now pre-loads the last known user ID
Correctly roll amounts from non-budgeted categories in the parent category in the budget report
Sidebar header nodes now expand/collapse on single click instead of double, matching the summary view behaviour
Fix drag action on split-register view (fixes #5194)
Fix bug in Income and Expenses report in which the transactions memo field was not being shown correctly for investment and VAT transactions
When autocompleting text fields, if no match is found, revert to text as originally typed, instead of with what case autocomplete had (fixes #5111)
Reminder sorting on summary page now sorts by date and description instead of just date
Make sure budgets are imported correctly when upgrading from Moneydance 2011 or older
Fix category subtotalling in budget report
Refresh attachments panel after deleting an attachment, so there no ghost thumbnail
Using the as of date in the reconciler window will now use the date-posted or online date of the transaction when determining if a given transaction falls within a statements date window
Automatic backups now occur after a file is closed
Replace 60 days filter with a customisable filter button in bank and credit card registers
Remove exports to older versions of Moneydance (some of which may be unreliable)
Add export to JSON format, including all syncable objects, local file settings, and app context data such as version, date, and installed extensions
Add button to console window which will save a copy of the error message log
Add budget report option to subtotal categories (off by default), matching the calculations of Moneydance 2014
Save size and location of reminders window
Update investment account values in the sidebar when security prices change
When doing a manual backup, default to user-defined backup location, if one exists
Manually exported backup/archive files have the date in the default filename
Special handling if there is an unexpected error loading a data file
Fix small display bug in reminder editing window (fixes #4870)
Ability to edit custom theme colours in the preferences window
Improved error messages when filling out online payee details
Exclude items from budget when category is deleted (fixes #5184)
No longer auto-calculate prices and amounts in the investment register if we are editing an existing transaction
Fix bug in which typing a new amount or price with the entire contents of an amount, price or rate field is selected will cause the auto-calculated amount to be reset to zero.
Improved behaviour when dealing with OFX correction transactions
Ensure that sure root account currency always matches base currency
No longer show categories in the VAT/GST transaction settings window account selector
In VAT report, sort transactions by date instead of cleared status
Fix issue on VAT/GST settings window in which it was sometimes impossible to set the taxable category
When editing values in the VAT/GST settings window, remove an entry when a date is deleted
add file global variable when executing a python script in the console
Added sample Python script with a template for a basic script and installable extension
Add option to use tax date in Income and Expenses, VAT/GST and Transactions reports
More frequent file consolidation to improve performance
Add list of generic payee regular expressions to reduce the matching score for transaction descriptions like CHECK[ #][ ]
Fixed transaction matching bug in which some previously downloaded transactions were incorrectly being offered as merge candidates for newly downloaded transactions
Refresh budget table and summary amounts when rolling over or calculating from previous periods
Update app icon for Linux installers
Fix support for importing OFX files with Japanese characters.
Fix drill-down references to avoid jumping into a category register
Refresh budget table and summary amounts when rolling over or calculating from previous periods
Add Entrust CA certificate
Add built-in support for Python, including the creation of sample script templates and a script runner menu that loads scripts and runs them using the built-in interpreter
Added support for extensions written in Python
Added a flag to certain OFX services (looking at you Citi Cards) that tells Moneydance to ignore transactions before the download date window
Fix merge-downloaded-transaction bug which could cause existing duplicates to not be listed as merge candidates, even if they were nearly identical, if there were more than one transactions with the same amount on the same date
Fix misalignment of horizontal transaction separator lines
Additional data integrity checks
Use base currency in Income and Expenses report when selected account is not the root account
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