Online Pricing
The main feature of this release is Online Pricing. At the moment this is very rudimentary, and you have to request the download manually. I will automate this fully going forwards. To enable online pricing, go to Settings (clicking on the small cog in the top right of the main form), and select the Pricing tab:
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- Kraken - this allows you to download closing and snapshot FX and Crypto exchange rates
- Yahoo Finance - this allows you to download global security snapshot prices
- Polygon - this allows you to download US closing security prices. In order to use Polygon you need to create a free account at https://polygon.io/pricing, where you will obtain an API key. This then needs to be entered into the appropriate box in the config.
NB. Yahoo seems very temperamental and doesn't always return data. I will look into this further to see if I can improve this. I think this is mainly because it's an unsupported API, so if they think you are accessing in a non-official way, they try to block the connection.
Secondly, most pricing APIs only allow a certain number of connections before they will start to block or restrict access. I have set some defaults on each price source, but you can modify these as you see fit.
To actually download the prices, you currently need to go to Static Data > Prices & FX Rates, and click on the download button at the top of the window:
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Improved international support
Values can now be entered using the system defined decimal and thousand separators.
I have added a system default currency dropdown in Settings > Misc. New accounts will default to this currency, and any system-wide totals or mixed currency portfolios will display values using this currency. (I found it quite interesting viewing my entire net worth, valued in Bitcoin!
)MMY files
Data files can now be saved as MMY files, rather than MMY.XML. This compresses the files and gives greater privacy. I will be adding full encryption and passwords in a future release.
QIF Date Parsing
I have significantly improved the parsing of dates within QIF files. More Money is now able to recognise many different date formats, and will prompt if it isn't able to uniquely identify the format within the file. This should resolve most problems loading QIF files.
Bug Fixes
Fixed some bugs around Categories, prevented dropdown menus from selecting values when clicking out, fixed the spinner controls, plus lots more.