FinanceToGo

Version History

1.6.4 - May 26 2008
- OFX import added.
- New startup screen added.
- New recurring transcation option added.
- Improved Dexia file import.

- Several bug fixes to improve overall performance and stability.

1.6.3 - February 27 2008
- Currencies and Account Owners added to the sidebar.
- Rearranged preferences window.
- Rearranged document window toolbar.
- The recurring transactions pane now shows if a transaction is active, and if it is valid by default.
- While importing transactions, FTG now looks at the transactions description as well when trying to assign an account (if the name of the account is part of the transaction description, it gets proposed).
- Line charts for accounts no longer show incorrect values.
- Line charts now take the 'Graph' settings into account (period to graph).

1.6.2 - January 26 2008
- Solves a crash at startup on 10.4 systems.
- Solves a possible hang when opening a document.

1.6.1 - January 22 2008
- Share Portfolio moved to the Sidebar.
- Sidebar now has contextual menus.
- Transaction tables are now sorted by date.
- Fixed the width of the '+' button in the Sidebar.
- Select All can now be used on the Transactions view.
- Multiple transactions can be selected and deleted at once.
- Folders are no longer displayed in the sidebar by default.
- Transaction limit on demonstration mode changed from 50 to 100.
- Fixed table synchronisation errors after creating/deleting transactions.
- Fixed a bug where the 'New ... below' would show the wrong parent item.
- The default colors used for Positive and Negative numbers can now be customized.
- Added flagging/checking to transaction tables on the account/category views.
- Added a tooltip to the Import view to show the details of a duplicate transaction.
- Fixed wrong values in the line charts after the creation/deletion of transactions.
- The File Settings sheet window now resizes when the active selection has changed.
- The quick transaction entry pane can now be shown/hidden with a new button in the Sidebar.
- 'New Account Below...' menu item to the sidebar menu added for creating account types/categories hierarchically.
- New keyboard shortcuts added: Command-Shift-F to enter a transaction FROM the selected account, Command-Shift-T to enter a transaction TO the selected account.
- If an imported transaction is marked as a duplicate when its not, you can now uncheck a checkbox (before, you had to change the 'Duplicate id' to -1).

1.6 - December 20 2007
- Bug Fixed : P&L statement report now prints completely
- Better recognition of different dates
- Small buttons added to the transactions dialog to indicate you can create accounts or categories from there
- Fast transaction entry pane added
- Possibility to check, uncheck, flag, unflag transactions (reconciliation)
- Pie charts now default to the first sub-level that actually shows more than one sub-item (no more 100% pies with only one piece)
- Clicking on a pie-chart reveals the transaction beneath.

1.5.1 - November 20 2007
- Fixed tabbing on the transaction sheet on leopard. (Only the first row of data gets currently selected by tabbing on Leopard)
- Added the transaction document reference to the transaction search scope (if you use that ref to store e.g. cheque numbers, typing that number in the search field will bring up the transactions you are looking for).
- Fixed a problem that could occur while entering dates. (valid dates that were not recognized).

1.5 - July 3 2007
- Added Address Book integration and vCard file support.
- Account Owners can be linked to Address Book records.
- changes to an Address Book record are automatically reflected in FinanceToGo.
- Added Supplier open invoices debt account.
- Added Supplier turnover P&L account.
- Added Customer open invoices P&L account.
- Added Customer turnover P&L account.
- When creating or modifying accounts, account types, categories or category groups, FinanceToGo now checks the name is not already used by another item of the same type.
- New entries added to the file setup assistant dialog : default master types (folders) for the account types created for account owners.

1.3.3 - June 1 2007
New categories added to the setup assistant
New manual with chapters on budgeting and business finance
Various fixes to improve speed and stability
Popup menus on transaction window now show 10 items instead of 5
An issue that occurred when dragging/dropping account types or category groups is fixed
Fixes a possible crash when creating recurring transactions
Fixed a possible crash when updating graphs in the Overview workspace
Document references are now remembered
Search fields and 'remove' buttons added to the document setup assistant
Last opened file is only remembered after the file was successfully opened, not before a file is opened

1.3.2 - May 2 2007
Improved File Assistant
Improved Quicken File Import feature
Changed behavior when deleting accounts
Improved overall stability and performance
The last opened file is now remembered
Various fixes relating to the treeviews
Fixed a memory leak causing crashes in low memory situations
Some bug fixes to re-establish compatibility with Mac OS X 10.3.9

1.3.1 - April 10 2007
Fixed crash when selecting items in setup assistant
Fixes in the drag/drop for categories
Fixed bug where an item appears twice in the expanded list view
Better conversion from the older MacRoman-based file format to the new Unicode-based file format for accent characters.

1.3 - April 3 2007
Added document setup assistant dialog
Added full Unicode support
'Export Transactions' option added to File menu
Double clicking items now opens the properties dialog
Minor changes to currency rates read from Internet

1.2.2 - Feb 20 2007
Improves stability and support for West-European languages.

1.2.1 - Feb 14 2007
Fixed several bugs causing potential crashes.

1.2 - Feb 13 2007
Fixed several bugs
Added French localization
Added Internet currency conversion
Backup is kept before save
Currency symbols with non-unicode characters cannot be entered.
Added error message when trying to save transaction without a currency.

1.1 - Jan 22 2007
Improved performance and stability
Improved Quicken Import support
Automatic upgrade reminders
Autosave feature added
Transaction exporting now supported
Default categories and accounts are now added to new documents automatically
Can now delete a category (no more messages about recurring transactions being present)
Double clicking a recurring transactions opens the associated sheet
Auto complete for account types on the account sheet is fixed
Help now linked to the purple help buttons if available

1.0.2 - Dec 11 2006
Improves support for international date formats.

1.0.1 - Dec 4 2006
Fixes reported Quicken Import issues.

1.0 - Nov 27 2006
Initial public release.

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