Mobile Sync
Maxim Money now supports a mobile companion app. This allows you to manage your finances on the go, viewing all your accounts and transactions, and being able to add, edit and delete your transactions. You can view your portfolios, which are kept up to date independently from the desktop. You can also do basic transaction searches.
The apps are not yet available fully available on the App Store and Google Play Store, but they are available for testing here:
iOS (iPhone and iPad): https://testflight.apple.com/join/U3JkkJTe
Android (Phone and tablet): Not yet available, but coming soon.
You can see a screenshot of the app here.
It works by both the desktop and mobile app storing details of their transactions in a shared location. Each device can read and write to this location, and will apply any changes the other has made.
There is a new tab in Settings > Mobile Sync. This allows you to configure a sync location for the mobile companion app.
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There are currently three options for the service. Dropbox, Google Drive and WebDAV. OneDrive will be coming soon. Selecting either of the first two will give you the option to sign in to the service. Clicking Sign in will open your browser and request your permission for Maxim Money to access the service. Once you allow this, Maxim Money will be able to read and write to a sync folder on your drive. It is limited in scope to this single folder. WebDAV allows you to specify a server, which requires a username and password. WebDAV is basically a read/write web folder, and you can set up your own server if you like.
Data sent between the desktop and mobile app is protected using 256-bit encryption. This is encrypted using a key derived from the Sync Password. This is a shared password that you enter on both the desktop and mobile app.
You can select how much data to synchronise across on the initial load. There is a slight performance trade-off, depending how much data you send, but I have tested with 20+ years of history and there is only minimal lag.
Clicking the Sync Now button will synchronise immediately. After this, the application should synchronise from the desktop after each save, and periodically from the mobile app.
Minor Enhancements
- You can now filter on Transaction Status in Advanced filters
- Added category check to data integrity check
- Updater will now auto launch with requested elevated permissions if it has had to request them previously
- Transaction identifier now appears in "adjusted business days" message
- Pressing the Enter key in the account register will now create a new transaction
- Pressing the Tab key in the account register will now edit the selected transaction
- Deleting rows now selects the transaction next to the first deleted row
- Enter/Escape when editing a transaction now re-selects the grid
- Pressing Escape when editing a new transaction will now automatically remove it
- Fixed Unhandled exception casting FloatingWindowContainerEx
- Fixed Collection Modified error filtering charts
- Fixed error resizing columns in reports
- Fixed issue with null payees in MNY import
- Removed restriction on disconnecting from HMRC
- Editing [ Unassigned ] group transaction now updates category properly
- Fixed issue with [ Unassigned ] transactions re-appearing after group deleted
- Fixed issue where transaction removed from group appears as #CATXX
- Basic edits in edit transaction form no longer resets reconcile point
- When a price source is disabled, a security with that set as a preferred source will revert to default
- Fixed error selecting preferred price source when preferred source disabled