Released Monday February 6, 2010.

Released Monday January 18, 2010.

• Enhancements
  • Added capability to set tax in split transactions.
• Bug fixes
  • Fixed crash when opening the pay details drawer.
  • Fixed reminders not showing up after reading an XML format file.
  
  

Released Thursday December 31, 2009.

• Bug fixes
  • Fixed iPhone/iPod Touch sync on PowerPC-based Macs.
  • Fixed setting up Pay Sources after reading an XML format data file.
  • Fixed several issues with transactions read from an XML format data file.
  • Fixed a bug with envelope views that may have had problems in a data file.
  • Imported charge transactions now properly stick with the charge type instead of reverting to checks.
  • Fixed index error in statistics that caused a crash.
  
  

Released Tuesday December 22, 2009.

• Enhancements
  • Sync to iPhone/iPod Touch is now available in the trial version (previously required purchase of Budget).
• Bug fixes
  • Fixed device sync when device has no data (first time use on device).
  • Fixed some missing Balance window features in localized versions of Budget.
  • Fixed showing total and averages in statistics table on main window.
  • Fixed saving equal/proportional pay flag.
  • Fixed date format issues when syncing with iCal on 10.5 and 10.6 (especially in other than US English formats).
  
  

Released Tuesday December 8, 2009.

• Enhancements
  • Added support for Budget Touch sync.
  • Can save document as XML file which will be cross-platform (once the Windows version of Budget understands the XML format too).
• Bug fixes
  • Fixed crash when closing reports window after printing one or more reports.
  • Fixed transfer of funds to the Available envelope when an envelope is deleted.
  • Fixed setting equal or proportional pays in pay allocation table.
  • Fixed importing OFX files with non-ASCII characters in them as UTF-8.
  • Fixed setting non sequential check numbers.
  • Fixed integrity 4 error auto correction for transfers and split transactions.
  
  

Released Friday August 14, 2009.

• Enhancements
  • Added QIF/OFX import log message.
• Bug fixes
  • Fixed updating envelope balance for account transfer when account changed.
  • Fixed setting transaction date when creating a new transaction from an imported QIF/OFX file.
  • Fixed date handling when editing transactions.
  • Fixed handling envelope association when creating envelopes during import.
  • Fixed updating envelope balance when deleting an account.
  
  

Released Friday July 10, 2009.

• Enhancements
  • Envelope balance to expense ratio mini graph can be set for groups and has an improved look.
  • Added column to Pay Allocation table to allow setting new envelope mini graph.
  • Additional reporting frequencies for "Planned vs Actual" and "Balances over Time" reports.
  • Enhanced look to Total box when selected.
  • Can change a charge transaction to a debit or a check, debit, or ATM to a charge transaction.
  • QIF/OFX file import can now default to the selected bank account on main window instead of requiring a specific account in the Import Rules.
  • Bank accounts display on the main window can now display two line bank account names.
• Bug fixes
  • Fixed updating of transaction entry envelope selector on main window selection change.
  • Fixed transfer window setting "To" envelope to "Available" when doing a transfer drag.
  • Fixed rounding error when selling investments.
  • Fixed account transfer reminders.
  
  

Released Saturday June 6, 2009.

• Enhancements
  • Redesigned account display.
  • Combined all Reports with printing, exporting, and saving as PDF files.
  • Much improved main window resizing and toggling individual sections for display.
  • Added Envelope option to show a bar indicator on each envelope for balance to expense ratio.
  • Transaction creation performance improvement.
• Bug fixes
  • Fixed reseting target envelope in pay rules to Available envelope when target envelope is deleted.
  • Fixed handling partial refunds.
  • Fixed setting default info for transaction entry section.
  • Fixed changing "To" account when doing an account transfer.
  • Fixed toolbar handling in Mac OS X 10.3.
  • Fixed calendar and date field sync.
  • Fixed creating envelopes and matching category data during QIF/OFX import.
  • Fixed transfer between envelopes.
  • Fixed account transfer within an envelope.
  • Fixed updating envelope popup buttons to show only associated envelopes when accounts are changed.
  • Fixed enabling some non-default toolbar buttons.
  • Fixed handling account transfer reminders.
  
  

Released Friday May 1, 2009.

• Enhancements
  • Added selected reminder account and envelope info to main window settings area.
  • Recording of operational log messages to user ~/Library/Logs/ folder.
  • Restricted un-associating envelopes when you only have a single account.
• Bug fixes
  • Fixed problems when running on Mac OS X 10.3.
  • Fixed recording transaction with pay rules.
  • Fixed setup assistant creation of credit card accounts.
  • Fixed handling of credit card refund transactions.
  • Fixed moving envelopes when you only have a single account.
  • Fixed setting of accounts and envelopes in import configuration screen.
  • Fixed defaulting info in transaction entry form on type change.
  
  

Released Friday April 24, 2009.

• Enhancements
  • Configurable main window that can show transaction history, statistics, and transaction entry area.
  • Account/envelope associations.
  • Main window has user defined envelope views.
  • Import rule system to assign transactions to accounts and/or envelopes as desired.
  • Import QIF/OFX in Setup Assistant for new users.
  • Proportional pay allocations.
  • Tax report to show total taxable transactions per envelope.
  • URL and Go button added to investment accounts.
  • Investment history records sorted by effective date.
  • Can now filter history window for log messages and void transactions.
  • Added transfer direction to archive format.
  • Integrity errors attempt to automatically fix any problems.
  • Added capability to skip reminders.
  • Added preference for showing the Quick Convert popup in transaction windows.
• Bug fixes
  • Fixed updating of allocations amount when selecting different frequencies.
  • Fixed account default in pay rules.
  • Fixed updating of market value when editing the price per share of an investment.
  • Fixed default amount bug when transferring to selected envelopes.
  • Fixed total count when showing all transactions.
  • Fixed calling deposit rules from import process.
  
  

Released Thursday May 22, 2008.

• Enhancements
  • Added envelope balance column to split deposit window.
  • When importing transactions, can assign them to be a split.
  • Added warning for duplicate check number.
• Bug fixes
  • Fixed split account transfer setting defaults when an envelope has been deleted.
  • Fixed finding tax items with find command multiple criteria.
  • Fixed memory leaks when importing OFX files.
  
  

Released Friday March 14, 2008.

• Enhancements
  • Added additional filters to history window for creating reports.
  • Deleting an account transfer now deletes both the debit in the "From" account and the deposit in the "To" account.
  • Improved parsing QIF files for sample dates and amounts.
  
  
• Bug fixes
  • Fixed problem with "Use System Currency" preference setting.
  • Fixed memory leaks in History window, Transaction Info window, and Statistics window.
  • Fixed bug when importing investment information.
  • Fixed rare crashing bug when finishing Setup Assistant.
  • Removed extra checkbox from Setup Assistant Pay Source pane.
  
  

Released Monday February 11, 2008.

• Enhancements
  • None.
  
  
• Bug fixes
  • Fixed crashing bug when printing the history window.
  • Fixed crashing bug on Intel-based Macs when printing transactions.
  • Fixed initialization of setup assistant variables.
  • Cleaned up money formatters in Setup Assistant and Check Printing.
  • Updated ILCrashReporter to work on 10.5.
  
  

Released January 14, 2008.

• Enhancements
  • None.
  
  
• Bug fixes
  • Fixed envelope expense frequency bug.
  • Fixed deleting transaction with no account.
  • Changed account deletion method in setup assistant.
  • Fixed data analysis crash.
  
  

Released Monday January 7, 2008.

• Enhancements
  • Added semi-monthly expense frequency.
  • Added capability to set transfers as tax items.
  • Can now search in history window by check ID and amount of transactions.
  • Minor improvements to OFX file import.
  
  
• Bug fixes
  • Fixed investment history window crashing bug on Mac OS X 10.5.x.
  • Fixed history window date range selector and showing transaction in the future.
  • Fixed a bug in automatching for imported OFX transactions if no bank account data was imported.
  • Fixed deleting transactions that have no account id.
  • Fixed group totals in statistics report.
  
  
• Internal changes
  • Restructured handling of earliest and latest transaction dates.
  
  

Released Tuesday December 4, 2007.

• Enhancements
  • Can now import OFX v1 files in addition to OFX v2 and QIF files.
  • When importing files can now assign envelopes and bank accounts to multiple similar transactions at once.
  • Improved performance of Data Analysis Plan vs. Actual report.
  • Account transfer fields default to previous transaction information.
  • Added account balances to account transfer window.
  • Updated to latest eSellerate SDK.
  
  
• Bug fixes
  • Fixed Address Book button on transaction windows.
  • Fixed history window display of transactions when recording a transaction in the future or far past.
  • Placed closeout transaction in all envelopes for deleted accounts.
  • Fixed deletion of account check transactions after an account was deleted.
  • Fixed test for unbalanced transactions to include account checks.
  • Fixed enabling of Savings Calculator menu command.
  • Fixed several bugs in the file import process.
  
  

Released Tuesday October 9, 2007.

• Enhancements
  • Redesigned QIF/OFX import.
  • Added ability to work with all reminders in the calendar.
  • Renamed Budget "cancel" process to "void".
  • Added envelopes and more bank account properties to AppleScript dictionary.
  • Most help buttons now get the proper help styling in 10.3 and later.
  • Added statistics button to investment account history window.
  • Added "Record & Repeat" to Pay Rules window.
  • Added "Pay Rules" toolbar icon.
  • Added total envelope amount rule limit.
  • History window remembers date range popup setting.
  
  
• Bug fixes
  • Fixed a crashing bug when editing a split transaction and then undoing it.
  • Fixed statistics and reports to handle transactions created with future dates.
  • Fixed remaining pay amount in the setup assistant for expenses.
  • Fixed canceling or deleting transactions with no bank account.
  • Fixed restoring statistics bar graph view type.
  • Fixed redrawing popup menu button image when changing account/envelope in transaction, balance, and rule conditions window.
  • Fixed removing label from split check when Available transfer suppressed.
  • Fixed setting envelope color when doing a repeat transfer transaction.
  • Fixed latest date determination when setting the price per share.
  • Fixed handling of Available box when envelope or account changed.
  • Fixed investment statistics conversion.
  • Fixed transfers in transaction report to respect envelope settings.
  • Fixed handling of compliment transactions in the data analysis methods.
  • Fixed updating of Balance and Find windows.
  • Fixed minor bug in investment statistics window.
  • Fixed sorting of check numbers on first line of history window.
  • Fixed history window updating when preferences are changed.
  • Fixed incorrect QIF export of credit card payments.
  • Fixed integrity 1 and 4 errors when deleting accounts in setup assistant.
  • Fixed count of total transactions in account history.
  
  

Released Tuesday January 9, 2007.

• Enhancements
  • Added preference setting to show the check number (or type of transaction) on the first line in the history window.
  • Envelope history now shows portion paid to credit cards with an account check when a single account is selected.
  • Added "Cancel" and "Delete" buttons to Transaction Info window.
  
  
• Bug fixes
  • Fixed bug that could cause an integrity 1 error when editing transactions to different envelopes/accounts.
  • Fixed bug that caused an integrity 4 error when deleting an envelope immediately after using the Setup Assistant.
  • Changed behavior of creating new envelopes to always create the envelope in the front-most window if possible. Previously a new envelope would be created within a group if that group was selected on the main window.
  • Fixed bug in QIF import that was causing transactions to be handled as a split.
  • Fixed history window balance generation when a specific date range is selected and there are future transactions.
  • Fixed registration bug when using Apple's Migration Assistant to transfer your user account data from one Mac to another.
  • Fixed bug in Pay Sources window when tabbing through the name of a pay source, but leaving it unchanged.
  • Fixed bug in Pay Allocation window that allowed editing of amounts for unused pays in the Detail tab.
  • Fixed bug that allowed editing of data in the Transaction Info window.
  • Bank account selection always saved.
  
  

Released Friday October 6, 2006.

• Enhancements
  • Added split ATM transaction.
  • Added date range to history window and transaction report.
  • Simplified event creation in Planner, and added interest and inflation graph lines.
  • Added an option to show "Market Value" in investment statistics graph.
  • Added modifier options to double clicking an investment envelope. Option key shows statistics and shift key shows envelope info.
  
  
• Bug fixes
  • Fixed investment statistics to correctly handle date range.
  • Fixed Integrity Error 2 when creating an account check and no envelopes defined.
  • Fixed a crashing bug when creating an account, undo-ing that, then creating an envelope.
  • Fixed a few other undo related bugs in the transaction info window and the find window.
  • Fixed bug for setting check or debit switch in transaction controller from the calendar.
  • Fixed rare crashing bug when clicking on check radio button.
  • Minor fix to savings calculator.