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Release Notes

Older release notes can be found here.

6.3.4
Mac OS X
Universal Binary

Released Monday February 6, 2010.

  • Bug fixes
    • Prevented creating split transfer on main window and subsequent integrity error 1a.
    • Fixed crash when switching a pay transaction type to a transfer.
    • Fixed non-opening XML files which had OFX/QIF import rules.
    • Fixed an exception that could occur when importing files and setting a transaction to split envelopes.

  • 6.3.3
    Mac OS X
    Universal Binary

    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.

    6.3.2
    Mac OS X
    Universal Binary

    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.

    6.3.1
    Mac OS X
    Universal Binary

    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).

    6.3
    Mac OS X
    Universal Binary

    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.

    6.2.1
    Mac OS X
    Universal Binary

    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.

    6.2
    Mac OS X
    Universal Binary

    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.

    6.1
    Mac OS X
    Universal Binary

    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.

    6.0.1
    Mac OS X
    Universal Binary

    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.

    6.0
    Mac OS X
    Universal Binary

    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.

    5.3.6
    Mac OS X
    Universal Binary

    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.

    5.3.5
    Mac OS X
    Universal Binary

    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.

    5.3.4
    Mac OS X
    Universal Binary

    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.

    5.3.3
    Mac OS X
    Universal Binary

    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.

    5.3.2
    Mac OS X
    Universal Binary

    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.

    5.3.1
    Mac OS X
    Universal Binary

    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.

    5.3
    Mac OS X
    Universal Binary

    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.

    5.2.1a
    Mac OS X
    Universal Binary

    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.

    5.2
    Mac OS X
    Universal Binary

    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.

    Older release notes can be found here.

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