New Release - v1.7.4.0

[Campbell]

Version 1.7.4.0 is now available, which has the following changes:

Configurable Columns in Transactions View
If you right-click in the transactions register, there is a new option Select Columns.

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This will bring up a column picker where you can add or remove columns from the view.

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Reference in Transactions View
You can now add the transaction Reference into the main register as a column. This defaults to being hidden.

Current Balance in Accounts List
You can now choose whether to display the Current or End balance in the Accounts list. If you right-click in the Accounts list and select Select Columns, this will now bring up a column picker, where you can choose which balance you prefer (or have both):

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Configurable Log backup folder
The folder where backups are saved is now configurable. This can be set in Settings > Misc:

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Cut, Copy and Paste transactions
You can now cut, copy and paste transactions. This can be within the same account, or across accounts. You can do this using the right-click Edit menu, or by using the shortcut keys Ctrl-X (cut), Ctrl-C (copy) and Ctrl-V (paste).

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Drag-and-drop transactions
Additionally, you can also now drag-and-drop transactions from one account to another. Transactions can also be drag-and-dropped out of groups.

Minor Enhancements

• Maxim Money now includes some historic FX rates for EUR, GBP and USD.
• Improved transaction description within data integrity reports
• If the backup folder is different from the location of the main MMY file, an additional backup will be made every time the main file is saved.
• Amount now displayed as a positive value in Scheduled Transaction form when the transaction is a transfer

Bug Fixes

• Match / Don't Match buttons no longer disappear when displaying above the Reconcile point
• Backup files now correctly only cycle once per day
• Fixed Key not found exception adding a new holding to an existing security to a portfolio
• Corrected data integrity check for T+ transfer transactions
• Transactions no longer removed when delete aborted (e.g. when cancelling after being prompted to remove child transactions)
• Date refreshes correctly after performing data integrity fix
• Selecting New shows application desktop correctly

[Campbell]

Oops, seems the latest release was missing a DLL which was causing an error on start-up. I have uploaded 1.7.4.1 to resolve this.

This version also includes:

Minor Enhancements

• Field recalculation in transfer form improved

Bug Fixes

• Indicative Rate when adding a new transfer between accounts of different currencies now displays the correct way around

[Campbell]

I've just pushed a new update, v1.7.4.2, with the following changes:

Minor Enhancements

• References to Polygon.io changed to Massive.com
• Static Data descriptor added for Institutions
• Form defaults to hidden for holding accounts

Bug Fixes

• Accounts list refreshes to display closed accounts when trial ends
• Cleaner shutdown (fixing an issue with auto-updater)
• Fixed display issue caused by any Opening Balance being negative
• Disabled Edit menu on closed accounts
• Changes to Memo, Reference and Amount no longer lost when focus changes to floating window
• Holding accounts now show correct decimal places for quantity in register and in form
• Blank currency no longer created in new projects
• Changing font size no longer compresses accounts list grid

[Campbell]

I've just pushed a new update, v1.7.4.3, with the following changes:

Minor Enhancements

• Transfers now allowed to portfolios from accounts where currencies don't match
• Improved matching of transfer transactions when importing
• FX rates can now be downloaded from Yahoo Finance API
• Price download button now overrides timings on API
• Price download failures now logged

Bug Fixes

• Fixed disposed object error in transactions grid
• GBP stocks default to a price display factor of 100
• Fixed crash when clearing out text in date dropdowns
• Prevented infinite loop (hang) when checking scheduled transactions with short intervals
• Exception handling in scheduled transactions adjust period function
• Object checking added to Percent of Portfolio function
• Correction to Check for Changes function in scheduled transactions
• Payee can now be changed on group transactions
• Balance is recalculated when groups are pasted
• Blank messages no longer logged