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Release Notes

Older release notes can be found here.

6.5.1
Mac OS X
Universal Binary

Released Tuesday July 20, 2010.

  • Enhancements
    • Accounts and envelopes have a small note button on the main window which will open the info window to the note.
  • Bug fixes
    • Fixed some redrawing problems on the main window, especially seen on Mac OS X 10.4 and 10.3.
    • Fixed launching problems on 10.4 and 10.3.
    • Fixed several crashing bugs that were initially found in v6.5.

6.5
Mac OS X
Universal Binary

Released Tuesday July 13, 2010.

  • Enhancements
    • Added capability to limit the amount distributed to an envelope.
    • Added group name to import envelope selector.
    • New application icon!
    • During sync with Budget Touch, tests for errors before processing.
    • Bank accounts on the main window look a little nicer.
    • Supports syncing pay and expense info with Budget Touch v1.2 and later.
    • Supports syncing of bank account and envelope settings with Budget Touch v1.2 and later.
  • Bug fixes
    • Fixed search for tax items in transfer transactions.
    • Fixed date picker loosing focus in calendar window when changing the due date by keyboard.
    • Fixed several long-standing memory leaks.

6.4.2
Mac OS X
Universal Binary

Released Saturday May 1, 2010.

  • Bug fixes
    • Fixed saving/reading file version number in binary document.
    • Fixed display of calendar window on Mac OS X 10.3.9.

6.4.1
Mac OS X
Universal Binary

Released Wednesday April 28, 2010.

  • Bug fixes
    • Account/envelope deletion also removes import rules references to the deleted account/envelope.
    • Fixed initialize and setting of cumulative/average switch for main window statistics.
    • Fixed entering pay only in deposit rules.

6.4
Mac OS X
Universal Binary

Released Monday April 12, 2010.

  • Enhancements
    • Added investment section asset category allocation.
    • Added auto conversion of Budget Touch files opened on the desktop.
    • Added support for AES-128 encryption during sync with Budget Touch v1.1 or later.
    • Double-clicking a reminder in the transaction entry area of the main window starts recording the transaction in a separate window.
    • New look for the calendar on the main window and in the Calendar window.
  • Bug fixes
    • Fixed deleting an envelope with a negative balance that caused an integrity 1a error.
    • Prevented creating split transfer and subsequent integrity error 1a.
    • Fixed crash when switching a pay transaction type to a transfer.
    • Fixed Profit/Loss report to correctly find a deposit compliment transaction.
    • Fixed XML file format saving the pay amount info for Profit/Loss reports.

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.

    Older release notes can be found here.

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