(Please note, this is a big change and may have a few bugs, so will only be downloaded automatically at the moment if you have your 'check for new version' set to Release Candidate).
Rather than just allowing simple lists of transactions, you can now created Aggregation and Comparison reports.
Aggregation Reports
Aggregation reports allow you to summarise, or aggregate, the transactions into a structured, easy-to-read format. Instead of showing every single transaction, the transactions are grouped into "buckets" such as year, month, category or currency. The data can be split into tabs, columns, and rows, and have up to three levels of grouping applied. Maxim Money gives you complete flexibility about how you arrange this.
Comparison Reports
Comparison reports are similar to aggregation reports, except they define two separate filters, and display the results of these side-by-side. You can still aggregate these by tab and row, and group as above. When displaying comparison reports, an additional columns showing the difference are added, by value and by percent.
List Reports
This is the generic term for non-aggregated reports, where they simply supply a list of the elements you are reporting on. List reports have been enhanced to also group by tabs, which can be useful for things such as splitting by year. There is also a new report type; Accounts.
Accounts
You can now list all the accounts you have, along with associated information such as account type, balance, status etc.
New transaction filters
You can now filter on Account Type. Useful for, e.g. creating reports on credit cards or investment accounts.
Folders, and Default Reports
The Reports list can now be organised using folders. You can create unlimited nesting, similar to a directory structure.
Additionally, there are now 13 default reports, to get you started:
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Fixed Amount button
Scheduled Transactions now have a button whereby you can state if the amount is fixed (locked) or variable (unlocked):
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Approximate dates
I have added another option on Scheduled Transaction payment dates;
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Minor Enhancements
- The button to switch between Simple and Advanced filters has now been changed to a neater and more intuitive toggle switch.
- Reports now have improved default columns
- Improved spacing for report columns
- Negative values now display as red in reports.
- Negative values now displayed in red in summaries.
- Logging is now enabled by default
- Application checks on start-up that it isn't already running
- Improved layout in Scheduled Details form
- Reports and Charts lists are now sorted alphabetically
- Various Open Banking improvements
- Position of Reports and Static Data screens can now be defaulted, in Settings > Display
- Option to not merge payees when merging transactions
- Merge now cancelled if changes to schedule are aborted during merge process
- Missing payees now added to data integrity check
- Grouping no longer reset when changing filters on reports
- Multiple reports can now be deleted using DEL key
- Blank lines now handled in QIF imports
- Corrected offset to scheduled date check
- Corrected delete icon in Scheduled Transactions menu
- Ensure linked transaction is updated with correct date after merge
- Fixed Object Reference error modifying Holidays
- Error trapping added dragging in accounts list