• Fixed an issue where categories would incorrectly be duplicated during sync with iPhone
• Added support for categories in multiple item editor
• Fixed an issue where transactions could not be deleted
• Fixed an issue where initial balance for an account could not be set to "0"
• Fixed an issue where the "cash" account icon would not show in the sidebar
• Bug fixes

• Enhanced the built in browser view
• Numerous bug fixes (We will update the outstanding issue thread soon)
• much more stable
• Re-Organized sidebar
• Photo Editor is now searchable and the UI has been rearranged for better usability
• Transfer icon added to the bottom toolbar
• You can now add tags via the tag editor to a multiple selection of transactions
• New balance display for both account view and online view
• Editor now remembers the selected tab when using the next/previous buttons to jump to the next/previous transaction in the list
• more to come soon

• Sorting in list view now works as expected
• Fixed issue with budget info not drawing background properly
• More small visual tweaks
• Beta 3 is more of an intermediate release covering a few small fixes. We are now hard at work on Beta 4 which will bring importing improvements and the smart import rules editor.

• Fixed crash when filtering/searching
• Fixed smart vaults not remembering criteria properly
• Fixed todo source list item contextual menu
• Fix the “edit window always on top” bug
• Fixed screen refresh issues during online browsing
• Fixed issues with printing not sorting properly
• Further enhanced database speed
• Fixed color picker not showing properly when creating a new calendar to sync with
• Added “duplicate” item to the toolbar
• Fixed issues with the balance bubble not auto-updating
• Added reconciled total to the bottom status text for reference when browsing online banking
• Status text now updates with correct item totals when filtering
• Fixed Welcome Window not honoring preference to hide on launch
• Fixed About panel staying on screen (now you can click anywhere off the window to close

• Sorting by Tags now added to Print panel
• Fixed Macheist Registration Issues
• QIF notes are now imported

N/A

Backup/Restore options now added to Vault options menu; enhanced Preference panel, Add Vault panel, and paying Scheduler Items through the Master Vault; and more.

• Local Backups now added
• You can now pay a bill from the Master Vault
• Many Leopard Graphical Enhancements
• Budget items are now sorted by tags
• More rules added to Smart Folder Creation
• Transactions sorted by date enhanced
• Can now edit date ranges manually in filter drawer
• Connected shared folders can now be disconnected manually
• Bonjour sharing now show transaction images
• Date range filtering now more precise
• Many more small enhancements throughout!

Bugs Fixed

• attachments popup now reflects files attached immediately after save
• display popup in bill manager fixed
• unlocking issue fixed
• can now delete from the Untagged Library
• Bonjour issues fixed
• fixed issues with Bill Manager filtering
• placing no tags in smart edit now works properly
• online browsing optimized
• smart folder edit now works properly (Leopard Issue)
• currency formatting fixed (Leopard Issue)
• fixed autofill issues in tags field (Leopard Issue)
• Budgets are now drawn correctly (Leopard Issue)
  .Mac Revert now works properly (Leopard Issue)

• more OFX import enhancements

Here’s a rundown of some of the additions:

Untagged Section

We hope this will help users and their workflow and this has been requested by our community. Allowing a quick way to see items that have not been tagged, we hope to utilize this new category in more ways in future releases.

QIF and OFX Importing Improved

This was a big one. We know there will always be comments on what we were NOT able to get into this release (sorry, no ponies) but this took a lot of work. Previous files that simply would not import.. well, they do now. If you continue to have issues I urge you to send us any files you have problems with and we’ll get on it. You now have the ability to select the date format which should really help out.

Export Function

You now have the ability to export your data into CSV format. We are investigating other file formats for future releases.

Updated Interface

Poke around. Do you like it? We had to polish a few things while we were working :)

New Info Panel Added to Accounts and Folders

We’re working on this info panel to provide a quick way to view and edit information and we’re interested in your feedback on it.

New “Due Today” badge added to Upcoming transactions

Pretty self explanatory. Now you know when to worry, or to see what you expected :)

Auto-Complete Enhanced

Finally, we’ve changed a little of the way auto-complete works based on community feedback. You shouldn’t have to.. fight with it so much. So we made it less aggressive.

Features Added

• OFX and QFX support added!
• Database migration to SQLite for enhanced performance
• Can now sort transactions in Print Panel
• Printing now uses already filtered list of transactions
• Source pane can now be expanded much more
• Can now search using multiple tags
• Searching from To and From fields now searches from both First and Last name

Bugs Fixed

• fixed issues with Auto-Complete in Title, To and From fields
• fixed issue where 100 transaction demo was not respected
• fixed issue when using multiple tags in Smart Folders and Budgets
• fixed issue with formatting in Transfer panel
• fixed issue when paying a bill from/to account is not showing up in the appropriate account
• fixed issue where deleting transaction from Accounts do not delete it from Master Vault
• fixed drawing issues in Budgets

First full 1.0 release

Features Added:
- several interface enhancements
- added confirmation for deletion of items
- upgraded database in preparation for version 1.0 ;)

Bugs Fixed:
- fixed transparency issues

* Overlay issues not coming back in front of the main window.
* .Mac uploading issues.
* Issue when editing a transaction shifts its location in the transactions table.
* Search field issues when switching vaults.
* Online tab switching issues.
* Certain banks not continuing browse because of unsupported browser.
* Issues with certain types of QIF files not importing.
* Startup crash when ipod is connected.
* Https:// links added to an account do not render on online tab.
* Budget goal editing.

• Import your transactions into the app through QIF files
• A new online tab lets you browse to your bank, PayPal or any other URL direct within the application
• iPod syncing
• Bonjour support

The primary focus of this update is behind the scenes support for our upcoming iPhone/iPod Touch application.

This includes:

• New system for entering and managing payees (Payees will take on a very larger roll in the Cha-Ching work flow in the very near future)
• New syncing/device management (not user exposed yet but will be soon)
• Speed enhancements
• Misc interface enhancements
  *Database changes/upgrades

This particular release will likely not feel as “complete” as it should…. many of the new things we are adding are not fully implemented at the time of this release. That being said we needed to get the extension out to all of our beta testers to keep everyone up and running who have adopted the 2.0 beta as their primary means of using Cha-Ching.