Version 1.7.1 (652)

*** Requires OS X 10.5 Leopard or newer.

*** Complete a final sync before updating.

• Improved sync settings
• Improved sync integrity
• Improved sync performance
• Fixed several sync errors
• Fixed check references appearing on deposits and withdrawals

Version 1.7 (643)

*** Requires OS X 10.5 Leopard or newer.

*** Complete a final sync before updating.

• Added Dropbox sync capability (requires MoneyWell for iPhone 1.2)
• Lion: Fixed search for amounts
• Lion: Fixed initial refresh of main window
• Lion: Fixed Welcome panel appearing during a restore
• Fixed refresh of Financial Institutions list
• Fixed QIF export sequencing of transactions
• Fixed support link in Help menu

Version 1.6.8 (622)

*** Requires OS X 10.5 Leopard or newer.

• Improved the duplicates view to include fewer false positive matches
• Improved reports to show transfers when bucket group option is off
• Fixed an OFX import issue when a comma is used as the decimal separator
• Fixed OFX import to ignore poorly formatted OFX check transaction notation
• Fixed QIF import to handle buckets without names properly
• Fixed reports to properly show split transactions with both account and bucket group options

Version 1.6.7 (616)

*** Requires OS X 10.5 or newer. OS X 10.4 Tiger users should not install this release

*** Syncing requires MoneyWell for iPhone version 1.1.1

• Improved duplicate view by adding 1 and 2 year options history range
• Improved duplicate matching by extending date range
• Improved OFX import with matching account numbers and different types
• Improved OFX import to deal with empty elements
• Improved contrast of split children on the list
• Improved QIF to recognize account type of "CREDIT CARD"
• Fixed duplicates view to reset flags properly
• Fixed QIF import to only compare account name only if there is one on import
• Fixed OFX direct connect to use requiresClientUID value
• Fixed reports to exclude voided transactions
• Fixed QIF import of balance date on account

WHAT'S NEW
Version 1.6.7:
-Improved duplicate view by adding 1 and 2 year options history range
-Improved duplicate matching by extending date range
-Improved OFX import with matching account numbers and different types
-Improved OFX import to deal with empty elements
-Improved contrast of split children on the list
-Improved QIF to recognize account type of "CREDIT CARD"
-Fixed duplicates view to reset flags properly
-Fixed QIF import to only compare account name only if there is one on import
-Fixed OFX direct connect to use requiresClientUID value
-Fixed reports to exclude voided transactions
-Fixed QIF import of balance date on account

* Revamped user interface for more efficient navigation
* New Cash Flow View with collapsible Money Flow List
* Drag and drop reordering of transactions within a single day
* New running balance column
* New Reconcile view with Smart Fix technology
* New Account Summary showing mini net worth information
* New Bucket Summary showing overview of bucket and cash flow accounts
* New Quick Sums showing account, bucket, transaction or money flow sums
* New All Accounts item shows consolidated accounts view
* New Split Transaction panel allows for full control of split children
* New collapsible split transactions for better transaction list split grouping
* Collapsible buckets list
* Drag and drop account assignment
* Lockable transactions to avoid accidental changes
* New smarter Fill Buckets panel
* New Cash Flow Summary report
* New prompt to merge active buckets when deleting
* New preference to open multiple documents automatically
* New preference to define auto save timing
* New view options for the Transactions List
* New void transaction ability
* Improved copy/paste of transactions to Numbers or Excel
* Improved pop-up detail window for graph columns
* New transaction-level exchange rates
* Account selection remembered between sessions
* New Starting Bucket Balances panel for easier cash flow setup
* New user-defined spending plan starting day of the month
* Improved Direct Connect Banking
* Improved user control over importing and merging transactions
* New Ignored Alias List
* New custom report titles
* New memo field on money flows
* New manual money flows that don't affect fill buckets
* Dozens of other features and fixes

See: http://nothirst.com/moneywell/history.html

• Revamped user interface for more efficient navigation
• New Cash Flow View with collapsible Money Flow List
• Drag and drop reordering of transactions within a single day
• New running balance column
• New Reconcile view with Smart Fix technology
• New Account Summary showing mini net worth information
• New Bucket Summary showing overview of bucket and cash flow accounts
• New Quick Sums showing account, bucket, transaction or money flow sums
• New All Accounts item shows consolidated accounts view
• New Split Transaction panel allows for full control of split children
• New collapsible split transactions for better transaction list split grouping
• Collapsible buckets list
• Drag and drop account assignment
• Lockable transactions to avoid accidental changes
• New smarter Fill Buckets panel
• New Cash Flow Summary report
• New prompt to merge active buckets when deleting
• New preference to open multiple documents automatically
• New preference to define auto save timing
• New view options for the Transactions List
• New void transaction ability
• Improved copy/paste of transactions to Numbers or Excel
• Improved pop-up detail window for graph columns
• New transaction-level exchange rates
• Account selection remembered between sessions
• New Starting Bucket Balances panel for easier cash flow setup
• New user-defined spending plan starting day of the month
• Improved Direct Connect Banking
• Improved user control over importing and merging transactions
• New Ignored Alias List
• New custom report titles
• New memo field on money flows
• New manual money flows that don't affect fill buckets
• Dozens of other features and fixes

• Added CLIENTUID tag support for OFX direct connect downloads (Zions Bank)
• Changed account detail updated date field to be editable
• Fixed memorized transaction list amount not showing values in the thousands
• Fixed problem with export of split transactions

Version 1.4.10 (254) - July 9, 2009
-Added preference to turn off appending of memos on merge
-Fixed QIF export to properly group split transactions
-Fixed QIF import to properly sequence split transactions
-Fixed transaction date change to not change cleared date on cleared transactions

Version 1.4.9 (252) - June 26, 2009
-Added shortcut key for Make Bucket Optional
-Improved number format selector on CSV and QIF imports to handle non-U.S. decimal delimiters
-Improved duplicate merge to intelligently append memo field text
-Improved text description on Set Password panel
-Fixed CSV import to properly handle tab-delimited data with blank columns

Version 1.4.8 (248) - May 23, 2009
-Fixed OFX import bug hiding imported transactions
-Fixed Spending Plan historic amount to use account currency
-Fixed account sort on reports to use only user sequenced order

Version 1.4.7 (246) - May 16, 2009
-Improved duplicate merges to update check reference if available
-Fixed import of OFX file bug from 1.4.6
-Fixed changing of transaction status to save edits in progress
-Fixed bucket balance total to update after cash flow start amount change
-Fixed reports to show localized account currency on account breaks

Version 1.4.6 (243) - May 14, 2009
-Improved import of OFX files that have missing element data
-Improved import of QIF files when transactions are missing dates
-Improved download of financial institution info from nothirst.com
-Changed minimum window size to support smaller screens
-Fixed Allocate Income to pick the correct month half by default
-Fixed crash if Search Transactions was active prior to a reconcile
-Fixed duplicates matching to pick oldest transaction first
-Fixed several buttons to have a clearer accessibility identity

Version 1.4.5 (239) - April 8, 2009
-Added ability to manually merge two selected transactions
-Added Customize Toolbar and Hide Toolbar to View menu
-Added memo field search for memorized transaction aliases during imports
-Fixed interface freezing on Reconcile view for certain accounts
-Fixed Allocate Income to recognize previous early allocation
-Fixed Reconcile view to properly refresh the transaction list when the date range is changed
-Fixed Split totals to show properly in Reconcile view
-Fixed Hide Split Children and Show Split Totals to toggle each other as needed
-Fixed graph to show amounts of split children even when they are hidden
-Fixed a refresh problem on transaction list after downloads and imports
-Fixed cash flow start date and amount to point to new bucket after merge
-Fixed interface freezing when adding an account without an internet connection
-Fixed reports to exclude pending transactions
-Fixed disappearance of repeating pending transactions when one was marked as Open
-Fixed repeating transaction to work properly when ending set to Never
-Fixed error stopping Update Similar Transactions panel from appearing
-Fixed problem with autosave not occurring after editing money flows
-Fixed encoding problem with certain direct downloads that caused interface to freeze
-Fixed sample date not showing on certain QIF files prior to import

Version 1.4.4 (232)
- Added grand totals to transaction reports
- Added a Preference to turn off automatic creation of memorized
transactions
- Added New Money Flow command to action menu below buckets list
- Changed new money flow panel to default to selected bucket(s)
- Changed Transaction List view hotkeys to also set focus to the list
- Changed Report Panel to disable Period and Range when printing
selected transactions
- Fixed repeating transaction bug where future transactions didn't
generate
- Fixed bucket totals to always refresh after imports or downloads
- Fixed duplicate matching to ignore checks without numbers
- Fixed duplicate matching to match oldest dated transactions first
- Fixed list sorting to ignore case and localization issues
- Fixed bucket sorting in pop-up lists to use proper user-defined
sequence
- Fixed error when adding a memorized transaction without a current
transaction selected
- Fixed accidental resequencing of buckets after new bucket and
restart
- Fixed save error when reordering a newly created bucket in the list
- Fixed reports to show selected transactions when that selection is
chosen

• Added tooltips to Add Bucket and Action Menu buttons on main window
• Fixed Frequency and Timing pop-up menus on Spending Plan panel
• Fixed Reconcile panel so it doesn't interrupt entry of dates and amounts
• Fixed Reconcile panel so it hides previously reconciled transactions
• Fixed refresh of graph when showing/hiding future transactions
• Fixed a problem where transaction date was changed during reconcile

• Improved performance of transaction detail entry and selection
• Improved performance of cash flow graph refresh
• Added progress indicator to graph refresh
• Added Flow As option to Allocate Income giving user control over timing
• Added View menu option to control future time period for viewing pending transactions
• Added prompt to update memo on scheduled transactions
• Added Bucket column to current, reconcile, and duplicates lists
• Added Resend License Code button to license dialog
• Changed memorized transaction to also update buckets when multiple transactions are selected
• Changed buckets refresh to allow transaction to stay in detail panel during bucket assignment change
• Changed tables and views to save specific layouts for each document
• Fixed Search Transactions to properly find amounts with zero cents
• Fixed transaction detail to keep focus on bucket entry after change
• Fixed problem opening documents on some 10.4 systems

• Added QIF export with filter control

• Added automatic memorized transactions
• Added transaction list report
• Added user-controlled duplicate transaction review during imports
• Added cash-only transactions for easier spending cash tracking
• Added ability to change existing transaction to a transfer
• Added status info message showing balance to date and transaction sum
• Added copy/paste of transactions to Numbers or other tab-delimited destinations
• Added copy/paste of transactions within MoneyWell
• Added Transfers smart bucket to monitor transfer transactions
• Improved reconcile to automatically set starting date and balance
• Improved reconcile to hide reconciled transactions from earlier statements
• Improved transaction list -- the selected transaction stays visible better
• Changed negative number display to red in color
• Changed new file setup to add a cash account by default
• Fixed autosave interruption of memorized transaction edit
• Fixed crash on undo of split transaction change
• Fixed import to key only on account number and ignore routing number
• Fixed missing commit of editing on Transfer panel
• Fixed QIF import to handle split deposits with a withdrawal transaction
• Fixed bucket detail to stop accidental bucket type changes to smart

• Fixed OFX import to accept non-standard account type and date formatting
• Fixed premature end of edits in reconcile mode
• Fixed undo/redo when creating a new transaction

release notes not available at developer site nor in the download

• Fixed QIF import for ASCII/UTF-8 encodings

Release notes not available.

• Fixed PowerPC-related bug for spending plan totals

• Added a new bucket button next to action button
• Revised look of empty and overallocated/overspent buckets
• Connected bucket refresh to graph selection
• Fixed problem with year first date input/import
• Fixed problem with Initial Rollover panel
• Fixed problem with Allocate Income panel
• Fixed problem with drag and drop bucket new flow creation
• Fixed problem with new bucket creation (fake label issue)
• Fixed problem with memorized transaction panel
• Fixed crash on exit
• Fixed refresh of split transaction total

• Added user preference "Localize date for QIF import"
• Added ability to revise the initial rollover amount
• Added QIF support for FI using currency symbols in amounts
• Added large splitter handles to bucket and graph bars
• Added show decimals preference on spending plan panel
• Window size and position now remembered per document
• Accounts now sorted by type and name
• Initial rollover timer disabled; activates with allocate income
• Changed initial rollover suggested amount to never be negative
• Transaction filter cleared on new transaction or account
• Fixed removal of bucket assignment from a transaction
• Fixed buckets view on New Money Flow Panel dropdowns
• Fixed buckets sort on New Memorized Transaction Panel dropdown
• Fixed invalidated object error
• Fixed initial rollover not saving amount without tab or enter key
• Fixed name sorts to be case insensitive
• Fixed edit commit failure on account change
• Fixed auto-save failure after undo of memorized transaction update causes

• Added support for localized date format
• Added support for localized decimal and currency formats
• Added date entry to transfer panel
• Fixed problem with monthly rollover Now button
• Fixed QIF import with improper check type assignment
• Fixed missing button on About panel
• Fixed crash after cancel of new money flow