This is a major release, with the introduction of Reports. As always, please back up your data file before trying the new version, as there are a few changes to the way certain things are stored. The full change list is as follows:
Reports
The main tab on the ribbon now has a new icon Reports.
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Currently, the only report type is Transactions. This allows you to select which transactions you wish to report on, using a filter, and how you want to show that data. Later I will add more report types (such as Payees, Categories, Accounts etc).
You can group the data by time period (Weeks, Months, Quarters, Years, Tax Years), or by Portfolio, Account, Investment Type, Activity, Payee, or Category. If you group the data, you can also add a sub-group.
The filter works in exactly the same way as in Search and Charts, allowing you to select a date range, account, category, transaction types, and now identifier.
You can configure which columns appear in the report by right-clicking on the report and selecting Select Columns. This will bring up a small column picker, where you can show and hide any columns from the list:
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Show Chart will toggle the chart for the report on and off. The chart will use the filter defined on the report, but can otherwise be configured as normal.
Print will bring up a new Print Preview window, where you can preview your report data, and adjust the page setup, margins etc. You can toggle between Scroll and Zoom mode by selecting the appropriate icon. This will change what happens when you use your mouse wheel.
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If you have the chart toggled on, it will be printed out on the first page of the report.
Reports are still new, and I will be improving them in up-coming releases, giving more options on what to report, and adding more flexibility on the filters. Please also let me know if there are other things you would like to be able to report on that you can't currently.
Price Charts
A new chart selection of Price/Rate has been added. This gives an option of Value Plot and Area chart types.
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There is a checkbox to display prices as percentage change, which is useful when displaying multiple prices together.
Searchable Filter Lists
Filter lists now have a Search box, allowing quick filtering of longer lists to make it easier to find the values you want.
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I have added an All checkbox when selling investments. This makes it easy to just populate the Quantity textbox with your held amount, without having to manually type in the value.
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I have changed the Cost and Value columns within Investment Holdings, to better show the purchase Cost, and the current Value, and I have split the Gain figure into Realised and Unrealised columns.
Bug Fixes
Adding a new account will now default to the selected type, and will insert in the correct place in the Accounts list.
A few others...