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Release Notes

Older release notes can be found here.

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.

5.1.3
Mac OS X
Universal Binary

Released Wednesday August 23, 2006.

  • Enhancements
    • In Balance window, added secondary sort by date when sorting by ident column.

  • Bug fixes
    • Prevented editing of "Balance" column in split transactions.
    • Corrected collecting system info on Mac OS X 10.1.x and 10.2.x.
    • Fixed problem with launching on Mac OS X 10.1.x (first appeared in Budget v5.1.1).

5.1.2
Mac OS X
Universal Binary

Released Sunday August 13, 2006.

  • Enhancements
    • Updated to latest eSellerate embedded web store SDK.
    • Allowed setting negative amounts in split transactions Available envelope.

  • Bug fixes
    • Fixed incorrect setting to check flag when creating a charge transaction.

5.1.1
Mac OS X
Universal Binary

Released Saturday August 5, 2006.

  • Enhancements
    • Added month date range to statistics window.
    • Added statistics to investment envelopes.
    • Added latest document data to transaction info window.
    • History window defaults to sorting by transaction effective date.
    • Added check/debit selector in transaction creation window.
    • The "Check for updates" can now optionally send us basic system info to help us determine what systems to support.
    • Added a Spanish localization.

  • Bug fixes
    • Fixed envelope info window and Find Transaction window for international users.
    • Fixed enabling of transfer toolbar button and menu command.
    • Fixed a spelling error in setup assistant.
    • Fixed showing table expanded in Available Info window.
    • Fixed history window sorting.
    • Fixed deleting transfers when one envelope was deleted.
    • Fixed "Document Saved" message.
    • Fixed updating in balance window.

5.1
Mac OS X
Universal Binary

Released Wednesday June 14, 2006.

  • Enhancements
    • New toolbar icons.
    • Redesigned envelope info window.
    • Added option to show pay allocations when entering a pay.
    • Allowed percent of pay to be set as an allocation in envelope info window.
    • Added warning message when amount of pay entered is not enough to cover all envelope allocations.
    • Allowed balanced transactions to be edited, cancelled, or deleted.
    • In balance window, added toggle for turning all checkboxes on or off.
    • In split check window, added balance column to table of envelopes.
    • Changed the order of the steps in the Setup Assistant and enhanced the pay allocation step.
    • Setup assistant now creates a single split transaction per account for initial distribution of funds.
    • Printing a check no longer prints zeros for zero amount checks. This lets you print most of the check and fill in the amount later.
    • Added "Launch Envelope URL" to contextual menus.
    • Switched to the Universal Binary version of the eSellerate embedded web store.
    • Added preference to show the text on the main window in bold.
    • Double click account or envelope with shift key shows info window.
    • Updated and rewritten help files.

  • Bug fixes
    • Fixed crashing bug in split deposit window when changing the pay of the month.
    • Fixed balance bug when switching a transactions envelope.
    • Fixed QIF Import command with multiple bank accounts in the QIF file.
    • Fixed cancel transaction with a non existent account.
    • Fixed bug when setting info in a newly created pay source.
    • Fixed a number of minor bugs and made a few cosmetic enhancements.
    • Fixed Find and Balance window updating after transaction edits.

5.0.3
Mac OS X
Universal Binary

Released Monday March 27, 2006.

  • Enhancements
    • Allowed standard check with an amount of zero.
    • Added URL info field for envelopes, so you can go directly to an online banking web page (or wherever) for each envelope.

  • Bug fixes
    • Fixed $0.00 amount display in history window.
    • Fixed checking for balanced items in balance window.
    • Fixed start up of transaction controller when initialization popup set to $0.00.
    • Fixed enabling of toolbar icons in history window.
    • Increment check ident number for checks only (was doing it for debits also).
    • Rename Tools->Budget menu command to "Show main window".
    • Added some slop before starting a drag in the preferences window.

5.0.2
Mac OS X
Universal Binary

Released Thursday March 9, 2006.

  • Enhancements
    • Can edit a balanced transaction to a different envelope.
    • Can edit envelope amounts for a balanced split transaction as long as total amount does not change.

  • Bug fixes
    • Changed information message when split transaction converted to standard transaction.
    • Fixed edit of split envelope transfer between accounts when number of envelopes changed.
    • Fixed selected transaction cache in history window.
    • 5.0.2a - Fixed editing with popup set to Initialize.

5.0.1
Mac OS X
Universal Binary

Released Wednesday February 22, 2006.

  • Enhancements
    • Editing an account transfer changes both sides.
    • Split transactions remember initial transaction popup setting.
    • Credit (To) account info used for default info when writing an account check.
    • Added simplified envelope delete for envelopes with no history records and a zero balance.

  • Bug fixes
    • Fixed setting of earliest and latest dates when editing a transaction.
    • Fixed statistics for account transfers.
    • Fixed planner graph initialization.
    • Fixed variable pay entry.
    • Fixed update of account history.
    • Fixed scrolling linked tables in Data Analysis window when using a scroll wheel.
    • Fixed bug in the rules controller for the default transaction popup.
    • Fixed a bug when saving document color preferences on Intel based Macs.

5.0
Mac OS X
Universal Binary

Released Monday January 9, 2006.

  • Enhancements
    • Native Intel-based Mac compatibility!
    • Data Analysis reports show more views into your recorded data.
    • 3D graphs for new data analysis reports.
    • Pay Rules default to previous transaction information.
    • Support import of Budget Workbook data in setup assistant.
    • Additional envelope categories in setup assistant.

  • Bug fixes
    • Fixed a crashing bug in the Icon Packs preferences pane.
    • Numerous minor bug fixes and cosmetic changes.

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