Maxim Money forum

Version 1.7.3.0 is now available, which has the following changes:

Category Dropdown smart filter
When you have a Payee selected, the Category dropdown will now automatically filter on the transactions historically used on that payee if there are more than one. This should make it simpler to find the category you want for frequently used payees. Selecting [Show full list] or simply typing into the dropdown will revert to the full list.

Default Charts
I have created 5 default charts, which will be created on any new project, and added to existing ones:

• Net Worth over Time
• Spending by Category (Last 12 months)
• Spending by Payee (Last 12 months)
• Monthly Income vs Expense
• Income vs Expense (Last 12 months)

You may well have created these yourself, so just delete them if you don't want them, but I think they will be helpful for new users.

Minor Enhancements

• Double-clicking on [ Unassigned ] in a group to add a new row will ensure the whole group is visible.
• The message asking whether you would like to clear the default category will now state what that category is.
• The Add Payment/Deposit/Transfer In/Transfer Out buttons will now show that these apply to the group when members of a group are selected.
• Adding a schedule now validates, ensuring payee/accounts are populated.
• New categories can now be added by typing into the category field of scheduled transactions

Bug Fixes

• Destination Account can now be modified in Scheduled Transactions
• Adding Schedule from main toolbar no longer errors
• Scheduled Transactions can no longer be configured to transfer to themselves.
• Prevented unnecessary transaction updates clicking into Memo fields.
• Fixed Object Reference error updating Calendars
• Creating Scheduled Transaction from payment creates as payment rather than income.

I have pushed an update, v1.7.3.1, with the following changes:

Minor Enhancements

• Transactions now auto-populate category and memo from last transaction on a payee, unless that payee has defaults set
• Reduced number of pop-ups regarding setting and clearing default categories on payees
• Pressing Esc in Payee dropdown reverts to original value
• Unassigned transactions in groups can now be edited directly
• No longer prompts when deleting transactions with zero amount
• Charts grouped by date now display correct values on x-axis

Bug Fixes

• Fixed Object Reference error when transaction updated
• Selection now works properly in Payees list
• Corrected blank account names loading in transactions register
• Category can now be cleared
• Transactions can be grouped properly
• Tabbing forwards and backwards through Category dropdown works properly
• Fixed Object Reference error populating Category dropdown
• Fixed issue clearing category combo when selecting category from full list
• Delete toolbar button activates when Unassigned transaction modified
• Creating new transaction when Group selected clears Category combo properly
• Fixed crash clicking Cancel in Updater
• Fixed blank category dropdown issues
• Prevent object ref error when transfer transaction loaded in form is removed (e.g. from the other account by changing the destination account)
• Payee cleared when transaction changed to transfer
• Group summary displays properly when group contains multiple accounts
• Default Memo now works on Payees
• Prevented unnecessary update leaving Memo and Reference fields

I have pushed an update, v1.7.3.2, with the following changes:

Minor Enhancements

• Backups are now made automatically when saving. It defaults to 3 backups being made, but this is configurable in Settings > Misc
• No longer prompts whether to delete child transactions when doing a bulk delete
• Reconcile point only resets when date or amount changed on transaction, not other changes
• Line numbers are now referenced in QIF import errors, to make finding issues easier
• Integrity checks now ensure transfers from an account don't occur after they are received in destination account
• Transaction description in integrity check made clearer
• Number of transactions successfully imported displayed after import
• Account name displayed on account selection window during import

Bug Fixes

• Fixed issue matching transactions when importing into an account with existing transfers
• Fixed Object Reference error clicking OK in Settings
• If Account is renamed, this will update on transfers referencing it within transaction registers
• OK button enabled correctly in account selection window during import
• No longer displays account selection window when importing multiple files on a new project
• No longer displays TODO message when clicking on download status icon