New Release - v1.7.5.0

Details of new releases of Maxim Money, and what has changed in each release.
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Campbell
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New Release - v1.7.5.0

Post by Campbell »

Version 1.7.5.0 is now available, which has the following changes:

New Price Source: Open Exchange Rates
I have added a fourth price source, Open Exchange Rates. They are a provider of FX rates, which allow up to 1000 free requests per month. To activate this source, you will need to visit https://openexchangerates.org/signup/free and enter your details. You will then be issued with an API key which you add in the details section of the Open Exchange Rates entry on the Pricing tab.

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Bulk Assign Payee
Payee can now be bulk assigned to the selected trades in the Search screen. Simply select the trades, right-click and select Assign Payee. This can be a large menu as there are typically a lot of payees on the system, so it is broken down alphabetically. Let me know if you can think of a better way to do this!

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Grid Sorting saved to file
Sorting (and grouping) is now stored on grid views. This means if you change the sorting of a grid (e.g. on a Portfolio), that sorting will be persisted the next time you load the portfolio.

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Minor Enhancements
  • Currency Pairs will now be auto-added if they don't exist and the pair is required.
  • Improved logging when requesting prices and rates.
  • Price Sources can now be sorted, allowing you to prioritise sources
  • Improved spacing in Prices & FX Rates grid.
  • Improved calculation of grid spacing, meaning more consistent gaps.
  • Improved column spacing in Search view.
  • Improved visited link colour in dark mode
Bug Fixes
  • Fixed issue where Payee name could disappear when merging transactions
  • Fixed issue where category disappears on schedules if that category is merged with another
  • Group description updates correctly when adding or removing child transactions
  • Prevent 0 balances appearing when balance corrected part-way through an import
  • Price source Massive now uses the specified API key.
  • Updates to Categories now reflect immediately in Search screen
  • Tab order of fields corrected in Add Security form
  • Income and Expense added to parent category dropdown in Category Details
  • Fixed minor rounding issue in portfolios
  • Fixed issue processing downloaded prices multiple times
  • Error trapping loading layout
  • Fixed issue with default columns in reports
  • Fixed issue with Chart or Form sometimes displaying incorrectly when opening an account.
  • Fixed issue with dialogs potentially opening off-screen (if the centre of the main form is off screen)
  • Removed unnecessary grid updates when transactions merged.
  • Payees no longer merged when transactions containing a transfer are merged
  • Prevented prompt to change payee name to the same name
Additionally, this release has made a large amount of progress towards Making Tax Digital for UK users, which will be available in a future release.
Campbell
Site Admin
Posts: 315
Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
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Re: New Release - v1.7.5.0

Post by Campbell »

Version 1.7.5.1 is now available, with the following changes:

Improved QIF importing
  • Now handles multiple account types
  • Can now cancel import after any error
  • Improved matching on Investment Securities
  • Improved account type recognition
Minor Enhancements
  • Improved logging, particularly around online operations
  • Memo and Investment Cash transaction description now separated
Bug Fixes
  • Fixed issue busting Decimal datatype on import
  • Fixed issue when no security found for holding account on import
  • Portfolio default grid view now loads property (groups)
  • Currency symbols now display properly when settings updated
Campbell
Site Admin
Posts: 315
Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
Contact:

Re: New Release - v1.7.5.0

Post by Campbell »

v1.7.5.2 is now available, with the following changes:

Minor Enhancements
  • QIF import now auto-detects whether accounts of type "Invst" means Portfolio Holding or Investment account. This improves import of Moneyspire exports.
  • Preferred Day-of-month now remembered on Scheduled Transactions. This means, if you set a schedule on the 30th or 31st of the month, subsequent schedules after a month with fewer days will revert to the preferred day.
  • Additional logging on startup
Campbell
Site Admin
Posts: 315
Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
Contact:

Re: New Release - v1.7.5.0

Post by Campbell »

v1.7.5.3 is now available, with the following changes:

Minor Enhancements
  • Version output in log when application starts
  • Suppressed historic prices from log
  • Renamed Cost to Cost/Proceeds in Holdings view
  • Licence keys can now be stored in folders other than the executable folder
  • Minor improvements in start-up time
  • Chart background colour now themed whilst loading
Bug Fixes
  • Fixed an issue where transactions didn't auto-match when multiple accounts being imported in same QIF file
  • Modifying price when Adding/Removing shares now recalculates cost/gain.
  • Fixed incorrect unrealised gain figures when adding shares
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