New Release - v1.5.2.0

[Campbell]

As at 02/05/25, the latest version of Maxim Money is v1.5.2.0, and can be downloaded from here. This version brings in the following new features:

Enhancements

Group By option on Bar Charts:

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When you select a chart of type Bar, the option to group by appears, allowing you to group the data by date period, account, payee, category etc. This can then produce charts similar to this (still need to do some work on the date labels!):

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Window Open method:

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I have added an option per window type (currently just for Accounts and Portfolio Accounts, but I plan to extend this to data lists, calendar etc) where you can specify how the windows should open. The options are:

• Add to Workspace (this is how windows have always opened thus far)
• Tab with existing windows (this is the new default for Accounts, and will automatically open the window as a new tab on any existing account)
• Open as Floating (this is the new default for Portfolio Accounts, whereby the new window will float outside the main application window)
• Replace existing open windows (this will close any existing window of the same type, before opening the new one in its place)

I am very keen to hear what you think of this. Is it an improvement? Is it intuitive? I had quite a bit of negative feedback about the way windows open, and so I think this could significantly improve the user experience, but I would really like to know if you agree or not.

Attachments:

I have added a new dropdown button on the main toolbar:

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This is enabled whenever you have one or more transactions selected, and allows you to select a file to associate with the transaction(s). This is essentially just a link - the files themselves are not embedded within the MMY file. But it allows you to attach receipts etc to transactions, then view these at any time by either selecting Open Attachment, or by double-clicking on the new paperclip icon that will appear against the transaction.

Other enhancements:

• When Scheduled Transactions are manually updated and amount/date changes, user is prompted whether to update schedule
• Commission now allowed on dividends
• Last entry date is remembered when entering transactions in register. It defaults to Today, and will persist when changed.
• Tweaked Transaction Details layout slightly to improve readability
• Action added as field in Reports
• Added prompt to fix certain data during consistency check
• Improved matching of payee against transfers

Bug Fixes

• Fixed issue where main toolbar didn't always reflect the currently selected window
• Prevent "Bad Data" entries appearing in calendar
• Fixed "Key not found" error loading Categories
• Holding Account name now stays in sync with Security name
• Fixed issue where Memo field reverted unintentionally
• Fixed issue with Cost summary field in portfolios with mixed currencies
• Fixed Collection Modified error when splitting an existing transaction