.NET 10.0
I have changed the framework that Maxim Money runs on, from .NET 8.0, to .NET 10.0. This has some benefits, including faster performance, improved memory management, modern security, and is a Long-Term Support framework from Microsoft. This future proofs Maxim Money for a long time to come.
You may well be prompted to download the .NET 10.0 Runtime when you launch Maxim Money, like so:
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Advanced Filters
All filters can now be switched between Simple and Advanced modes. Simple mode is the existing mode you are used to whenever you do a search for transactions, which allows you to apply some basic filter criteria to the search which all must be true in order for the transaction to display. Advanced mode takes this much further, allowing unlimited conditions which can be included, excluded and combined together using AND and OR logic and brackets. There are several new properties that can be filtered on; Account Holder, Amount, Balance, Currency, Memo, Payee, and Reference. I will also be able to add new fields to this filter very easily going forwards.
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This results in a very powerful way of selecting exactly the transactions you want for any searches, charts or reports. It also does it in a way that is simple to understand and requires no programming skills. This is the first step towards much more powerful reporting in Maxim Money.
Microsoft Money theme
Mostly just for fun, but also because I thought it might help people adapt if they're coming from Microsoft Money, I have created a new theme, based on the appearance of that application:
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There are certain things that I can't make quite the same, and also the software works different and so I've had to take artistic liberties in places, but I think it's a pretty good likeness.
Exporting Reports to Excel
I have added an Export to Excel button when you have a report selected.
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Selecting this option allows you to output the contents of the report in .XLSX or .XLS format. These can then be opened in Excel or Google Sheets.
Registering Interest in Open Banking
As a preparatory step towards enabling Open Banking, I have added a new tab in Settings:
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This allows you to note your interest in this feature. I will then be able to monitor the number of people interested, and once we hit critical mass I will be able to enable this. The feature will come with a small monthly cost, which I will enable with either a monthly or annual subscription.
Check for Updates version
When checking for updates, you can now opt for Latest Stable, or Release Candidate. Release Candidate is the very latest version available, but as a result, it may have some bugs. So your decision here should be based on whether you are keen to try out new features, or would prefer a more stable and tested version.
No longer in Beta!
I think it's time to drop the Beta tag. The software is coming along quite well and is pretty stable now. There is obviously still a long way to go, and lots I want to add, but I think it can now be business as usual.
Minor Enhancements
- Added 2 more Quicksets to date ranges: 2 Years, 3 Years
- Added option of Today Plus/Minus in date ranges, and changed existing Quicksets to use these
- Charts with multiple currencies that are all from the same portfolio will now display the chart in the portfolio currency
- Removed Transfer Account from Simple filters as it's not a commonly used filter
- Added Payee to Simple filters
- Changed icons for Currencies and Institutions
- Added a Scroll to Latest Transaction button on transaction registers (removing the unnecessary tab dropdown)
- Tidied up date range dropdowns
- Quicksets are now assigned when they match the specified dates
- Integrity check now checks all attachments exist
- Balance charts now use linear interpolation to calculate the value between two known values, increasing the accuracy of the chart
- Investment transactions are now selected after they are entered
- Changing date of transfer updates balance in transfer account correctly
- Correction to start of valuation charts
- Transaction Charts grouped by value can now be drilled into
- Prevented certain matches from being suggested when adding new transactions
- Trapped error displaying error dialog
- Fixed error looking up grid key
- Fixed missing operand error updating prices
- Fixed error when security codes contain a single quote
- Fixed padding in currency textboxes
- Fixed object reference error in calendar
- Changing report title updates reports list
- Fixed object reference when download is running when application closed
- Floating tabs now open consistently in width
- Identifiers cleared from list on new session
- Single-instance controls now re-used on new session
- Security Price is no longer updated from dividend price