What's New in v4.0

Reports and Charts

  • More reports and charts -- Lots of new reports and charts have been added in this version. Try the new Report menu.

  • Charts in the Summary pane -- A chart is added to the Summary pane when the following views are in use: Transaction Log, Account Register, Categories, Budget Planning, and Accounts list.

Data Manipulation

  • Transaction Types -- In addition to the 3 built-in types: Withdraw, Deposit, and Transfer, users can now define their own transaction types. Try the new Lists: Transaction Types menu command.

  • Templates -- Users can define frequently-used transactions as templates so that when entering new transactions, they can quickly fill in all the fields by applying a template. Try the new Lists: Templates menu command, and the Templates button in transaction editing pane at the bottom of the screen.

  • Exchange rates -- When entering a transaction that involves foreign currencies, current exchange rates are remembered so that when they fluctuate in the future, past information won't be affected.

  • Account ordering -- Accounts are no longer alphabetically sorted, you can sort them any way you want. Try the Up and Down buttons in the Lists: Accounts menu command.

  • Close/Reopen accounts -- Inactive accounts can be closed so that they don't show up in most of the user interface, but when you need to check their information, all the information are still in the database. Try out the Close and Reopen buttons in the Lists: Accounts menu command.

  • Close/Reopen payees -- ditto. Try the Close and Reopen buttons in the Lists: Payees menu command.

  • Close/Reopen classes -- ditto. Try the Close and Reopen buttons in the Lists: Classes menu command.

  • Replace -- You can change the payees, categories, and classes of more than one transactions at a time. Check out the new Edit: Replace menu command.

User Interface

  • Quick Access Panel -- Located at the top of the window, it lets the user quickly switch among all the views, accounts, and reports.
  • Calculator -- A built-in calculator lets you do some calculations without leaving Money.

  • More columns -- In Transaction Log and Account Registers views, two columns are added: Excluded and Transaction Type. In Scheduled Transaction view, 5 more columns are added including a column Remaining which shows number of payments left.

Data Synchronization

  • Partial Sync -- This function lets the user carry only the most recent data in a Palm-Powered handheld, whereas the complete database is still in the PC. This reduces the size of database on the handheld and may speeds up some operations. Try the File: Data Synchronization: Partial Sync menu command.

  • Family Sync -- Allows more than one person, such as family members, to share and sync with the same database on the PC. Try the File: Data Synchronization: Family Sync menu command.

  • Multi-PC Sync -- Allows you to sync your handheld with more than one PC, e.g., home PC and office PC, or a desktop and a laptop. See the new option in PC Conduit's Customize dialog box.

Miscellaneous

  • Passwords -- Passwords can now be any combination of letters, digits, and symbols.

  • Overdue Silently -- A new auto-processing option for scheduled transaction so that when it's due, it just turns into overdue without giving any warning or reminder.

  • Case-Insensitive search -- When searching for text in transactions' note field, the search is now made case-insensitive.

  • File: Properties -- A new menu command to show detailed information about the database.

  • Custom formats -- A new button Formats is added to the Preferences dialog box so that the user can override Windows' default number/date/currency formats.

  • Checking overdrafts and over-budgets -- When adding or modifying a transaction, only affected accounts and categories are checked for overdraft and over-budget alerts.

Other changes

  • Removed the Payees, Classes, Trend Chart, Pie Chart, and Cash Flow views because they are replaced by the new Report function.

  • The Tools: Security menu command has been renamed and moved to File: Password.

  • A new menu command Lists: Account Groups has been added. This is not a new function, it only provides one more entry point for an existing function.

What's New in v3.8

Data Encryption

When a database is assigned with a password, all data in the .amw file will be encrypted so that even when someone gains access to that file, it will virtually be impossible for him to break into that file and pry into your privacy.

What's New in v3.7

Budget Planning View

A new Budget Planning view which makes budget editing for the whole year a lot easier.

Purge Payees Command

This new command lets you remove inactive payees, i.e., payees that are rarely used or haven't been used for a long time. It helps reduce the number of items in the payees list.

10-Level Undo/Redo

You can undo/redo for up to 10 steps. A new option "Enable undo/redo" is added to the Preferences dialog box.

Other Improvements

  1. Insert upcoming scheduled transactions by tapping on "S" transactions in the Transaction Log or Account Register views.
  2. Improved performance for importing QIF/OFX files, noticeable especially when there are thousands of records.

What's New in v3.6

Automatic Processing for Scheduled Transactions

In this version, when a scheduled transaction is due, the user can choose how to handle it. Options are: Automatically insert a new transaction into the database; display a message to prompt the user to see how to do with it; or use Reminder to issue reminding messages a few days before it's due. A new command is added: Tools: Reminder Options.

Optionally Enable/Disable Data Sync with a Palm OS Handheld

A new command Tools: HotSync with Palm Handheld is added so that the user can decide if he/she wants to synchronize data with a Palm OS handheld.

Other Improvements

  1. Two new columns are added to the Scheduled Transaction view: Processing, Payee.
  2. One new column is added to both the Register and Transaction Log view: Exlucded.
  3. Double clicking on a row in the Accounts List view brings you to the Regsiter view.
  4. Added a Use fiscal year option in the trend chart options dialog box
  5. Remembers screen size used in the last session
  6. Displays longer text in the Note columns of all table-based views

What's New in v3.5

Chart Views

Three chart views are added in this version: Cash Flow view shows you the change in account balances using a line chart; Pie Chart summarizes income or expenses bases on categories, payees, or classes; Trend chart shows the trend of changes in income or expense over a period of time. All these chart views can also be printed out in hard copies.

Unrealized transactions

Unrealized transactions are like scheduled transactions in that they haven't happened yet. The difference is they don’t repeat; they happen only once. You can enter an unrealized transaction into Money as a reminder to yourself that there is a transaction will happen some time in the future. Such transactions are not included in the calculation of income and expense, and do not affect the display of an account's ending balances. But they do affect the running balance (the balance shown in each row in the table) in the Account Register view, and the Cash Flow chart.

You can show/hide unrealized transactions by using options from the Preferences dialog box.

Transfers as Income or Expense

In previous versions, transfer transactions are never counted in when calculating income or expense. In this version, when defining an account, you can specify how transfers into or out from will this account be treated when calculating income/expense. You can select: 1. Transfers are not included as before; 2. all transfers into this account should be counted as expense; 3. all transfers out from this account should be counted as income. An option is added in the Preference dialog box so that you can decide whether this feature should be enabled or disabled. Your options are: 1. Disabled, that is, everything will be like before, transfers are not counted; 2. Enable for all accounts, that is, transfers are treated in the way as specified in the account definition as described earlier; 3. Enable only for accounts that are not included in the filter in effect. If there is no filter in effect, then it will be just like before.

Excluded Transaction

A new attribute is added to transactions -- Excluded. On every aspect, "Excluded" transactions are exactly the same as ordinary transactions with one exception -- When a transaction is marked as Excluded, it will never be included in the calculation of income and expense, no matter what category it has been assigned to. Setting a transaction to Excluded affects only the income/expense, but will never affect the calculation for other account-related information, such as balance, withdraw, deposit, transfer-in, and transfer-out.

To support this new attribute, a new filter criteria "Excluded" is also added in Filter dialog box.

Import of OFX Files

In addition to QIF files, now you can import transactions from OFX (Open Financial Exchange) files.

Other Improvements

  1. A pair of buttons is added to the toolbar to let you easily navigate back and forth among views.
  2. A few new options are added to the Preferences dialog box to select how unscheduled and upcoming scheduled transactions should be displayed.
  3. A new command "Make Same Width" is added to the View menu so that you can set several columns in the table to the same width at a time.
  4. Right-clicking on the table header now brings up a pop-up menu which lets you swap columns. This is an easier way for you to choose the column you wan to see in the table.
  5. A new repeating option for scheduled transactions is added: the “Every weekday” option.
  6. When printing, contents in the Summary pane are also printed.
  7. When importing from QIF (and OFX alike) files, a new option lets you compare imported transactions with existing ones. You can also choose the date difference tolerance while matching for identical transactions.

 

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