Prospects

Licence: Commercial with demo
Version 1.2.4 | Release Date: 2009-03-16 | Download
Version 1.2.4 is primarily a bug fix release, but also has some enhancements:

New Features / Enhancements
  • When importing transactions, now checks for potential duplicates based on amount only, resulting in less duplicates.
  • New preference to ignore transfers in ViewPoint calculations (this is ON by default; see Help documentation on Display Preferences for further details).
Bug Fixes

This release fixes critical bugs and crashes:
  • Fixed issue that could cause balance to not be saved in rare cases.
  • Recent Transactions ViewPoint no longer shows the "new" transaction in the results.
  • Fixed all areas where editing amounts as currency was problematic:
  • Reconcile statement screen
  • Reconcile transactions table
  • Budget item entry sheet
  • Recurring Transaction sheet (amount and splits)
  • If using the preference to display negative numbers in parentheses, you can now enter negative values using either parentheses or a minus sign.
  • Fixed issue where deleting a category could cause error messages when saving your file.
  • Fixed issue where filename would sometimes be reported as (Null) in the main window title.
  • Fixed issue where editing a Recurring Transaction would not properly display the transfer account.
  • Fixed issue where posting a Scheduled Transaction would not populate the Notes field.
  • Fixed various issues when editing split transactions that could result in strange behavior and/or crash.
  • Fixed issue where toggling ViewPoint orientation could potentially result in display problems.
  • Fixed issue where the report content could overlap the report options when viewing a report.
  • Fixed startup crash that would occur when using Indian Rupees as currency.
  • Fixed issue in Budget Advisor where it was not rolling up sub-category amounts in the YTD and Average YTD charts.
  • Fixed crash that could potentially occur after reconciling an account and adding a transaction on the reconcile sheet.
Version 1.2.2 | Release Date: 2009-02-06 | Download
Version 1.2.2 containt several bug fixes and some enhancements:

Bug Fixes
  • Importing
    • Fixed issue that resulted in some transaction balances showing as empty.
    • Fixed issue where importing could crash due to the empty transaction balances issue.
    • Fixed issue where importing an account with " : " in the name would cause any transfers to not be matched properly.
    • Fixed issue where the decimal value was lost when importing OFX/QFX files when the decimal separator is a comma (e.g., 10,20).
    • Fixed issue where categories that were imported could not always be edited (double-clicking the category in the Category window did nothing).
    • Fixed issue where Prospects was not applying Learned Rules when looking for potential duplicates.
  • Transactions and ViewPoints
    • Fixed problem where transactions were not always deleted properly if a transaction filter was applied.
    • Fixed problem where editing a transaction category while filtering on a category would not always work.
    • Fixed problem where the Category Breakdown ViewPoint did not automatically update when a transaction's category changed.
    • Fixed problem where ViewPoints did not always immediately detect changes to newly created transactions.
    • Fixed problem that would cause some scheduled transactions to post more than once and having missing categories.
  • Miscellaneous
    • Fixed problem where Prospects would occasionally crash when exiting or closing the file after one or more transactions were deleted.
New Features / Enhancements
  • Importing
    • Prospects now flags potential duplicates for transactions if the dates are a few days apart. This is useful if you enter your transcations manually in Prospects and then import them from your bank later. Typically the dates are off a few days. Also a new preference to adjust how many days to allow the dates to be off by (defaults to 5 days).
    • Enhanced importing of data from other financial applications to better match transfers between accounts. Transfer dates can now be a few days apart, but will successfully be matched.
  • Miscellaneous
    • New preference that allows you to display ViewPoints using data from all accounts instead of only the current account. IMPORTANT: The default setting is to use data from all accounts. You can turn this off in the Preferences under the Display tab.
    • New preferences that allow you to choose whether or not to use the current date when posting transactions automatically or manually. These are off by default, but you can turn them on in the Preferences under the Scheduling tab.
    • New feature to export your Prospects data to a QIF file. This is available via the File > Export... menu option.
    • Messages can be now be directly dragged and dropped (one at a time) from Mail to attach them to transactions.
Version 1.2.1 | Release Date: 2009-01-27 | Download

Prospects 1.2.1 fixes numerous bugs and crashes from version 1.2.

  • Fixed issue where Prospects would sometimes crash when closing a file or exiting the application.
  • Fixed import issue where Prospects would report that it could not open a QIF, OFX or QFX file for importing.
  • Fixed issue where Prospects stopped working after opening a license file.
  • Fixed crash that occurred when changing filtering options for transactions.
  • Fixed problem where transfer arrows in the transactions would not display properly (the color and direction did not match the actual transaction).
  • Fixed issue where the filter window did not include all the years available in the account.
  • Fixed issue where editing transactions would not always work properly when sorting on different columns in the table.
  • Fixed issue where Prospects would filter incorrectly if filtering transactions and searching for text at the same time.
  • Fixed a problem where the filter would not clear properly and switching between accounts would not always apply the filter properly.
Version 1.2 | Release Date: 2009-01-21 | Download
Version 1.2
January 21, 2009

Summary

Prospects 1.2 fixes numerous bugs from version 1.1.4 and adds a significant number of new features. Only a subset of changes and bugfixes are listed below due to the large number of changes! Refer to the Prospects Help for more information on the new features.

Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

Bug Fixes

  • Fixed importing of dates in format YYYY/MM/DD.
  • Improved importing of transactions with splits (specifically if a split does not have a category specified).
  • Now displays divider line when main window toolbar is collapsed.
  • If a transaction date is changed and the mouse is used to select a different row / account, the transaction is properly sorted in the list.
  • If a category in a rule is empty, it is not applied.
  • Fixed numerous crashes and import problems.

Enhancements and New Features

  • Miscellaneous
    • Numerous interface enhancements including new window styles, cleaner main window, and a common "utility window" appearance for popups.
    • New update mechanism that allows Prospects to be updated directly from within the application.
    • New mechanism that allows user to report crashes directly to MotiMotion when one occurs
    Licensing
    • Support for trial licenses that allow for unlimited transactions for a given timeframe
  • Importing
    • New option to swap payee and memo fields when importing a file.
    • Now imports transactions from "OTH A" (assets account) and "OTH L" (liabilities account) QIF accounts.
    • Ability to revert one or more transaction payees to their original imported payee values.
  • Printing
    • Binder and My Prospects screens are now printable.
  • Editing Transactions
    • When the date of a transaction is changed, it immediately moves to the proper location in the transaction list.
    • Overhauled entry mechanism for transactions allowing full use of keyboard (see Help documentation for all keyboard shortcuts).
  • Rules
    • New Learned Rules feature where Prospects learns rules as you edit the transactions
  • Preferences
    • Overhauled preferences and added many new ones
  • Scheduled Transactions
    • New scheduled transactions and reminders feature
  • Reconciling
    • New feature for reconciling accounts
  • Filtering
    • New feature to filter the transaction list for an account.

 

Version 1.1.4
September 2, 2008

Summary

Prospects 1.1.4 fixes a handful of large bugs. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

Bug Fixes

  • Fixed issue where Prospects would become unresponsive when using certain custom colors for categories.
  • Fixed crash that would occur during or immediately following an import.
  • Prospects no longer creates an empty account during import if importing into a specific account.
  • If importing a file with multiple accounts, Prospects will now only allow you to import the data into the accounts specified in the file.
  • Fixed a crash that could occur if using splits and/or transfers in accounts. Typically this crash would occur when selecting a Binder to view its information.

 

Version 1.1.3
April 13, 2008

Summary

Prospects 1.1.3 fixes various bugs. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

Bug Fixes

  • Importing
    • Fixed QIF import issue where transactions without a payee specified would not be imported.
    • Fixed QIF import crash that would occur if a transaction was imported that had an empty amount value.
    • Fixed QIF import issue where categories specified with a space before and after the colon would import with the space in the name. For example, "Auto : Fuel" would import as "Auto " and " Fuel". Now they import as "Auto" and "Fuel" with no spaces in the names.
    • Fixed OFX/QFX import crash that would occur if a positive amount was specified with a plus-sign in front (e.g. +100.00).
    • Fixed QIF import issue where spaces or plus signs (+) in the transaction amounts would cause the import to hang or not import the proper amounts.
    • Fixed crash that would occur when importing an OFX/QFX file with rules enabled where a rule contained a category condition.
  • Miscellaneous
    • Fixed issue where Prospects could not be closed if the "Autosave on Exit" preference was turned on and the file had a problem saving. It now allows you to exit even if the file cannot be saved.
    • Fixed bug where Prospects would not always scroll to the "new" transaction when first opened.
    • If a Binder has the option to not include it's balance in My Prospects calculations, it is now ignored. (Prior to this the setting was ignored and it would still be included in the calculations.)
    • Fixed issue where the Cash Flow Report would sometimes not display (just displayed as an empty page even if there was data).

Enhancements

  • Miscellaneous
    • The Cash Flow Report now only displays categories that have amounts for the specified timeframe. Parent categories are displayed if any of their subcategories appear in the report (for readability purposes).
    • If collapsing a Binder that contains the currently selected Account, Prospects will not collapse the Binder and select it. Before, Prospects would not allow you to collapse the Binder.
    • The column being sorted is now highlighted.
    • If sorting by date in descending order, the "new" transaction now appears at the top of the table instead of at the bottom.
    • Command + / will now show the currently selected transaction's splits.
    • Text now remains vertically centered when editing a value in the transactions table.

 

Version 1.1.2
March 25, 2008

Summary

Prospects 1.1.2 fixes a bug introduced in version 1.1.1 where the account list does not properly reflect the current account balance. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

 

Version 1.1.1
March 24, 2008

Summary

Prospects 1.1.1 contains some new features as well as bug fixes. See below for specific details. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

IMPORTANT INFORMATION REGARDING THIS UPDATE: Prospects 1.1.1 will upgrade any file it opens that was created with an older version of Prospects. Prior to doing this, it will create a backup of the original file in your home folder under Prospects/Backups. If the upgrade fails for any reason, or you find your data is not accurate, you can revert to Prospects 1.1 and open the backed up file. Please contact MotiMotion support immediately if you experience any problems.

New Features and Changes

  • Checking for Updates
    • You can now check for updates to Prospects via the Prospects->Check For Updates... menu option. You can also choose to have Prospects check for updates at startup automatically in the preferences.
  • Enhancements to Transfers
    • Prospects now allows you to perform transfers from within split transactions. This allows for better cash management.
    • Prospects will now import transfers properly from QIF files. If a transfer is imported, but the other account does not exist, it will be created.
    • When initiating a transfer, the notes field is now also copied initially.
  • Searching and Filtering
    • New transactions can now be added while filtering on the transaction list using the Seach box. Previously, while the list was filtered the "new" transaction was not available.
    • The transaction list can now be sorted by columns. Clicking a column header (such as Category), will sort the transactions by that column. Clicking the column again will sort it in the reverse order. Prospects remembers the current column being used to sort the transactions for each account.
    • The Search box now remembers the last 20 searches.
  • Enhancements to Importing
    • Imported transactions will now be Cleared automatically. This is a preference that can be turned off if desired.
    • When skipping over a potential duplicate during an import, future imports of the same transaction will now be identified as actual duplicates.
    • Added new decimal separator option to allow for importing of transactions that use a comma as the decimal separator (e.g. 123,45).
    • Prospects now takes a "best guess" for the decimal separator and date format. Example: If a file being imported has a sample date of 11/23/07, MM/DD/YY is chosen by default. If the file has a sample date of 11/23/2007, MM/DD/YYYY is chosen instead.
  • Miscellaneous
    • The Account icons in the account list are indented more to further differentiate them from Binders.
    • The "new" transaction will always show today's date when switching to an account.
    • Budget Items defined as Goals can now use any of the options under "Occurs". Previously, you were limited to a subset of all the options.
    • Prospects will no longer startup on Mac OS X 10.4. Prospects is not supported on 10.4 (Tiger).
    • For Credit Card accounts, the credit limit must be positive; if a negative limit is entered, Prospects will make it positive.
    • The blue Budget Advisor header appearance was not consistent with the ViewPoint headers; this has been changed.
    • The autocomplete feature for Payees did not autocomplete for existing transactions. This has been changed to autocomplete whenever possible.

Bug Fixes

  • Crashes / Lockups
    • Fixed crash that occurred when creating accounts that had an empty balance or credit limit.
    • Resolved problems where empty transactions in a transaction list could cause Prospects to crash while editing or adding transactions.
    • Fixed potential hang while importing due to a problem with the Rules when setting the transaction Status or Notes field.
    • Prospects now properly closes the import window if an import file could not be read by Prospects. Previously, the window would remain open in a state where it could not be closed.
  • Importing and Transfer
    • Fixed handling of OFX/QFX files containing multiple statements. This had resulted in "validation" errors during saving, but has been resolved.
    • In general, improved importing so no "validation" errors will occur during a save.
    • Better handling of importing splits.
    • Removed ability to transfer a transaction if it has already been transferred.
    • Reports no longer show up in the list of available accounts when transferring a transaction.
  • Miscellaneous
    • The What's Left Over ViewPoint now displays "No Data Available" message for months with no data.
    • Resolved issue where some budget items created in Prospects 1.0 through 1.0.2 would not open in Prospects 1.1.
    • Fixed Category/Payee Totals ViewPoint issue where it would ignore transactions on the first day of the month in its calculations when filtering on “This Month”.
    • Prospects now properly clears the Search box when switching between accounts.
    • Fixed issue where the splits window would show the difference as -0.00.
    • Fixed calculation error in the Net Worth History bar chart in the Binder and My Prospects views.
    • Fixed issue where a Cash account would not appear in the list of available accounts for reports.
    • Prospects properly autocompletes the year when the date format contains the full year (e.g. 2008). Previously, it would autocomplete the year as 0008 instead of 2008.
    • Prospects had problems handling categories with spaces that started with the same word (e.g. Home and Home Utilities). This has been fixed.

Known Issues

  • Prospects does not handle OFX/QFX files containing multiple accounts. An OFX/QFX file can only be imported containing a single account.
  • Some OFX files from banks are ordered backwards. This may cause Prospects to import transactions on the same day in the reverse order as would be expected.

 

Version 1.1
March 7, 2008

Summary

Prospects 1.1 contains some new features as well as bug fixes. See below for specific details. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

IMPORTANT INFORMATION REGARDING THIS UPDATE: Prospects 1.1 will upgrade any file it opens that was created with an older version of Prospects. Prior to doing this, it will create a backup of the original file in your home folder under Prospects/Backups. If the upgrade fails for any reason, or you find your data is not accurate, you can revert to Prospects 1.0.2 and open the backed up file. Please contact MotiMotion support immediately if you experience any problems.

New Features and Changes

  • Ability to transfer between accounts. See the help page on transfers for details on how they work in Prospects. Note new preferences have been added for working with transfers!
  • Date formats now adhere to what is set in your Mac OS X system preferences. Prospects uses the "short" format for all its data. See Apple's documentation for how to modify your system date format if it is not displaying as you would like.
  • Toned down the green color for the C/R column in the transactions table.
  • Cleaned up main window title; no longer displays ".prospects" extension and now displays the currently selected account/binder in brackets.
  • The Category panel has new buttons to add a category at the "top" level or under the currently selected category. See the help for details.
  • The Recent Transactions ViewPoint now displays information regarding split transactions as follows:
    • If filtering on the category and a split transaction is selected, it shows all split transactions.
    • When filtering on the category, it now only shows the proper split amounts instead of both the split and the "parent" amounts. If an amount being shown is part of a split transaction, the Payee / Description is preceeded by "(S)".
    • When filtering on the payee, it now displays "(Split)" for the category of a split transaction and only displays the split transaction total amount, not the amounts that were split.

Bug Fixes

  • Fixed an issue where filtering on the transaction list with the search box and then clearing the search data caused Prospects to produce an invalid list of transactions if splits were present in the account.
  • When adding or moving categories, Prospects would not always sort the updated list properly in the category selection popup in the transactions table. This has been fixed.
  • Fixed issue where disabled Rules were still being applied by Prospects.
  • Fixed problem with the "Set Status" value for Rules where it would either behave unexpectedly or not save due to a "SETSTATUS too large" error.
  • Fixed issues where the balance column and the "Balance on <date> ..." for credit card accounts did not always adhere to the preference to show credit card balances as positive amounts.
  • Resolved some issues with dragging categories where Prospects would allow invalid drag and drops, causing the application to crash or not drop the category properly.
  • Fixed bug where Prospects would create a new Binder under another Binder. (Prospects does not currently support Sub-Binders.)
  • When control-clicking (right-click) in the table header of a credit card account, it now displays the proper names of the payment / charge columns for selection.
  • Fixed issue where binder and My Prospects displays would incorrectly show net worth history past the first actual transaction date available.
  • Fixed issue where bar charts would not properly center a small number of bars that did not fill out the full graph.

Known Issues

  • Some OFX files from banks are ordered backwards. This may cause Prospects to import transactions on the same day in the reverse order as would be expected.
  • Receive a "cannot save" error when trying to save a Prospects file after importing an OFX file that contains multiple statements.
  • If you are importing transactions from other financial software containing splits, you should double-check to ensure the split values are correct. Depending on how the software exports its data, Prospects may not be able to properly setup the split values. You can view the splits via the "Show Splits" button in the category column of the transactions table.

 

Version 1.0.2
Februrary 26, 2008

Summary

Prospects 1.0.2 is a bug-fix release. See below for specific details. Please report any QIF/QFX/OFX importing problems to [email protected]

Import Bug Fixes

  • Resolved numerous issues that caused "validation" and "unable to save":
  • Fixed issue where Prospects would incorrectly identify two identical, but different, transactions being imported as potential duplicates. (i.e. two ATM withdrawals on the same day for the same amount)
  • Fixed issue where Prospects would not always identify potential / actual duplicates.
  • Fixed issues where the import file format (spacing, returns, etc) could be problematic for Prospects and cause a bad import.

Other Bug Fixes

  • Amounts in a budget now display with the correct currency symbol.
  • Deleting the last transaction in an account would cause Prospects to become unresponsive and no longer update the balance. The last transaction is always the "new" transaction and is no longer able to be deleted.
  • When changing to a report, Prospects did not correctly reflect the "show decimal" setting. This has been fixed.

Known Issues

  • If you are importing transactions from other financial software containing splits, you should double-check to ensure the split values are correct. Depending on how the software exports its data, Prospects may not be able to properly setup the split values. You can view the splits via the "Show Splits" button in the category column of the transactions table.

 

Version 1.0.1
Februrary 24, 2008

Summary

Prospects 1.0.1 is a bug-fix release. See below for specific details. Please report any QIF/QFX/OFX importing problems to [email protected]

Import Bug Fixes

  • Fixed issue where importing split transactions in a QIF file caused Prospects to hang while reading the file.
  • Fixed issue where cleared/reconciled status was not correctly imported from a QIF file.
  • Fixed issues that could cause "validation errors" to occur after an import, not allowing the file to be saved.
  • Fixed issue where importing accounts caused ViewPoints to behave erratically.
  • If you are importing data containing account information, Prospects will no longer require you to have an existing account in place. The import panel is also clearer as to what is being imported.
  • If categories or accounts used in a QIF file being imported are not present, Prospects will now create them.

Other Bug Fixes

  • Fixed issue that prevented a cash account from being used in a report.
  • Fixed an issue where using the category field as a rule condition did not work properly.

Known Issues

  • When importing a file from MoneyDance, splits may not come in correctly. You should double-check split transactions by clicking the "Show Split" button and verify the amounts are correct.
Version 1.1.3 | Release Date: 2008-04-13 | Download
Version 1.1.3
April 13, 2008

Summary

Prospects 1.1.3 fixes various bugs. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

Bug Fixes

  • Importing
    • Fixed QIF import issue where transactions without a payee specified would not be imported.
    • Fixed QIF import crash that would occur if a transaction was imported that had an empty amount value.
    • Fixed QIF import issue where categories specified with a space before and after the colon would import with the space in the name. For example, "Auto : Fuel" would import as "Auto " and " Fuel". Now they import as "Auto" and "Fuel" with no spaces in the names.
    • Fixed OFX/QFX import crash that would occur if a positive amount was specified with a plus-sign in front (e.g. +100.00).
    • Fixed QIF import issue where spaces or plus signs (+) in the transaction amounts would cause the import to hang or not import the proper amounts.
    • Fixed crash that would occur when importing an OFX/QFX file with rules enabled where a rule contained a category condition.
  • Miscellaneous
    • Fixed issue where Prospects could not be closed if the "Autosave on Exit" preference was turned on and the file had a problem saving. It now allows you to exit even if the file cannot be saved.
    • Fixed bug where Prospects would not always scroll to the "new" transaction when first opened.
    • If a Binder has the option to not include it's balance in My Prospects calculations, it is now ignored. (Prior to this the setting was ignored and it would still be included in the calculations.)
    • Fixed issue where the Cash Flow Report would sometimes not display (just displayed as an empty page even if there was data).

Enhancements

  • Miscellaneous
    • The Cash Flow Report now only displays categories that have amounts for the specified timeframe. Parent categories are displayed if any of their subcategories appear in the report (for readability purposes).
    • If collapsing a Binder that contains the currently selected Account, Prospects will not collapse the Binder and select it. Before, Prospects would not allow you to collapse the Binder.
    • The column being sorted is now highlighted.
    • If sorting by date in descending order, the "new" transaction now appears at the top of the table instead of at the bottom.
    • Command + / will now show the currently selected transaction's splits.
    • Text now remains vertically centered when editing a value in the transactions table.
Version 1.1.2 | Release Date: 2008-03-25 | Download

Prospects 1.1.2 fixes a bug introduced in version 1.1.1 where the account list does not properly reflect the current account balance. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

Version 1.1.1 | Release Date: 2008-03-25 | Download

Summary

Prospects 1.1.1 contains some new features as well as bug fixes. See below for specific details. Please report any problems, including QIF/QFX/OFX importing issues, to [email protected]

IMPORTANT INFORMATION REGARDING THIS UPDATE: Prospects 1.1.1 will upgrade any file it opens that was created with an older version of Prospects. Prior to doing this, it will create a backup of the original file in your home folder under Prospects/Backups. If the upgrade fails for any reason, or you find your data is not accurate, you can revert to Prospects 1.1 and open the backed up file. Please contact MotiMotion support immediately if you experience any problems.

New Features and Changes

  • Checking for Updates
    • You can now check for updates to Prospects via the Prospects->Check For Updates... menu option. You can also choose to have Prospects check for updates at startup automatically in the preferences.
  • Enhancements to Transfers
    • Prospects now allows you to perform transfers from within split transactions. This allows for better cash management.
    • Prospects will now import transfers properly from QIF files. If a transfer is imported, but the other account does not exist, it will be created.
    • When initiating a transfer, the notes field is now also copied initially.
  • Searching and Filtering
    • New transactions can now be added while filtering on the transaction list using the Seach box. Previously, while the list was filtered the "new" transaction was not available.
    • The transaction list can now be sorted by columns. Clicking a column header (such as Category), will sort the transactions by that column. Clicking the column again will sort it in the reverse order. Prospects remembers the current column being used to sort the transactions for each account.
    • The Search box now remembers the last 20 searches.
  • Enhancements to Importing
    • Imported transactions will now be Cleared automatically. This is a preference that can be turned off if desired.
    • When skipping over a potential duplicate during an import, future imports of the same transaction will now be identified as actual duplicates.
    • Added new decimal separator option to allow for importing of transactions that use a comma as the decimal separator (e.g. 123,45).
    • Prospects now takes a "best guess" for the decimal separator and date format. Example: If a file being imported has a sample date of 11/23/07, MM/DD/YY is chosen by default. If the file has a sample date of 11/23/2007, MM/DD/YYYY is chosen instead.
  • Miscellaneous
    • The Account icons in the account list are indented more to further differentiate them from Binders.
    • The "new" transaction will always show today's date when switching to an account.
    • Budget Items defined as Goals can now use any of the options under "Occurs". Previously, you were limited to a subset of all the options.
    • Prospects will no longer startup on Mac OS X 10.4. Prospects is not supported on 10.4 (Tiger).
    • For Credit Card accounts, the credit limit must be positive; if a negative limit is entered, Prospects will make it positive.
    • The blue Budget Advisor header appearance was not consistent with the ViewPoint headers; this has been changed.
    • The autocomplete feature for Payees did not autocomplete for existing transactions. This has been changed to autocomplete whenever possible.

Bug Fixes

  • Crashes / Lockups
    • Fixed crash that occurred when creating accounts that had an empty balance or credit limit.
    • Resolved problems where empty transactions in a transaction list could cause Prospects to crash while editing or adding transactions.
    • Fixed potential hang while importing due to a problem with the Rules when setting the transaction Status or Notes field.
    • Prospects now properly closes the import window if an import file could not be read by Prospects. Previously, the window would remain open in a state where it could not be closed.
  • Importing and Transfer
    • Fixed handling of OFX/QFX files containing multiple statements. This had resulted in "validation" errors during saving, but has been resolved.
    • In general, improved importing so no "validation" errors will occur during a save.
    • Better handling of importing splits.
    • Removed ability to transfer a transaction if it has already been transferred.
    • Reports no longer show up in the list of available accounts when transferring a transaction.
  • Miscellaneous
    • The What's Left Over ViewPoint now displays "No Data Available" message for months with no data.
    • Resolved issue where some budget items created in Prospects 1.0 through 1.0.2 would not open in Prospects 1.1.
    • Fixed Category/Payee Totals ViewPoint issue where it would ignore transactions on the first day of the month in its calculations when filtering on “This Month”.
    • Prospects now properly clears the Search box when switching between accounts.
    • Fixed issue where the splits window would show the difference as -0.00.
    • Fixed calculation error in the Net Worth History bar chart in the Binder and My Prospects views.
    • Fixed issue where a Cash account would not appear in the list of available accounts for reports.
    • Prospects properly autocompletes the year when the date format contains the full year (e.g. 2008). Previously, it would autocomplete the year as 0008 instead of 2008.
    • Prospects had problems handling categories with spaces that started with the same word (e.g. Home and Home Utilities). This has been fixed.

Known Issues

  • Prospects does not handle OFX/QFX files containing multiple accounts. An OFX/QFX file can only be imported containing a single account.
  • Some OFX files from banks are ordered backwards. This may cause Prospects to import transactions on the same day in the reverse order as would be expected.
Version 1.1 | Release Date: 2008-03-25 | Download

Summary

Prospects 1.1 contains some new features as well as bug fixes. See below for specific details. Please report any problems, including QIF/QFX/OFX importing issues, to sup[email protected]

IMPORTANT INFORMATION REGARDING THIS UPDATE: Prospects 1.1 will upgrade any file it opens that was created with an older version of Prospects. Prior to doing this, it will create a backup of the original file in your home folder under Prospects/Backups. If the upgrade fails for any reason, or you find your data is not accurate, you can revert to Prospects 1.0.2 and open the backed up file. Please contact MotiMotion support immediately if you experience any problems.

New Features and Changes

Ability to transfer between accounts. See the help page on transfers for details on how they work in Prospects. Note new preferences have been added for working with transfers!

Date formats now adhere to what is set in your Mac OS X system preferences. Prospects uses the "short" format for all its data. See Apple's documentation for how to modify your system date format if it is not displaying as you would like.

Toned down the green color for the C/R column in the transactions table.

Cleaned up main window title; no longer displays ".prospects" extension and now displays the currently selected account/binder in brackets.

The Category panel has new buttons to add a category at the "top" level or under the currently selected category. See the help for details.

The Recent Transactions ViewPoint now displays information regarding split transactions as follows: If filtering on the category and a split transaction is selected, it shows all split transactions.

When filtering on the category, it now only shows the proper split amounts instead of both the split and the "parent" amounts. If an amount being shown is part of a split transaction, the Payee / Description is preceeded by "(S)".

When filtering on the payee, it now displays "(Split)" for the category of a split transaction and only displays the split transaction total amount, not the amounts that were split.

Bug Fixes

Fixed an issue where filtering on the transaction list with the search box and then clearing the search data caused Prospects to produce an invalid list of transactions if splits were present in the account.

When adding or moving categories, Prospects would not always sort the updated list properly in the category selection popup in the transactions table. This has been fixed.

Fixed issue where disabled Rules were still being applied by Prospects.

Fixed problem with the "Set Status" value for Rules where it would either behave unexpectedly or not save due to a "SETSTATUS too large" error.

Fixed issues where the balance column and the "Balance on <date> ..." for credit card accounts did not always adhere to the preference to show credit card balances as positive amounts.

Resolved some issues with dragging categories where Prospects would allow invalid drag and drops, causing the application to crash or not drop the category properly.

Fixed bug where Prospects would create a new Binder under another Binder. (Prospects does not currently support Sub-Binders.)

When control-clicking (right-click) in the table header of a credit card account, it now displays the proper names of the payment / charge columns for selection.

Fixed issue where binder and My Prospects displays would incorrectly show net worth history past the first actual transaction date available.

Fixed issue where bar charts would not properly center a small number of bars that did not fill out the full graph.

Known Issues

Some OFX files from banks are ordered backwards. This may cause Prospects to import transactions on the same day in the reverse order as would be expected.

Receive a "cannot save" error when trying to save a Prospects file after importing an OFX file that contains multiple statements.

If you are importing transactions from other financial software containing splits, you should double-check to ensure the split values are correct. Depending on how the software exports its data, Prospects may not be able to properly setup the split values. You can view the splits via the "Show Splits" button in the category column of the transactions table.

Version 1.0.2 | Release Date: 2008-02-29 | Download
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