This is quite a major release, concentrating mostly on performance and Categories.
.NET 8.0
The most significant update is that I have changed this from being a .NET Framework application, to a .NET 8 application. This means it runs on a completely different set of underlying libraries and resources. The upside of this is that .NET 8 is around 35% faster than .NET Framework, so the application is more responsive, and quicker to do intensive tasks. It's also future-proofing More Money, as .NET Core (8) is likely to be around longer than .NET Framework. The downside is that you probably won't have .NET 8 installed on your PC, so you may need to install this. If so, please visit https://dotnet.microsoft.com/en-us/download/dotnet/8.0 and download the .NET Desktop Runtime 8.0.10 installer for your hardware (this one for 64 bit Windows).
Hierarchical Categories
Categories are now completely hierarchical, so any category can be a sub-category of any other:
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Category Dropdowns
The Category dropdowns are improved, allowing you to search on the whole category hierarchy, but displaying only the selected category. In addition, they show the selected colour for the category:
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When configuring a category chart, you can now select which level this should be. Any totals at one level will include all transactions from the sub-levels. I.e. if you select Motor, this will include Motor:Finance and Motor:Service. Likewise, selecting Expense will include all transactions where the categories are a sub-category of Expense. This allows you to view charts at a purely income/expense level, granular categories, or in fine detail. Selected Category will show whichever category the transaction is set to (i.e. this could span multiple levels)
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Viewing transactions in the Others section of pie charts now works.
Category Bar Charts
Bar Charts can now be displayed as Bar Charts:
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Improved Performance on bulk updates
The performance has been significantly improved when doing multi-transaction operations, such as changing the status of a large group of transactions, or merging categories. The mouse cursor also reflects busy operations properly, displaying the hourglass cursor.
Custom Error dialog
Errors raised in the application now display in a custom dialog, with just the main error displayed by default. This dialog also gives you the opportunity to say what you were doing, and the errors will be logged to the server (if you click on the OK button - clicking the X button will not log anything). This will hopefully allow me to address issues more easily, and make the application more stable.
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Now imports multiple accounts and securities
Improved tooltip formatting
Chart Tooltips now display amounts formatted as currency, with thousand separators.
Multi-select lists
These have been slightly improved, replacing the radio buttons at the top with buttons for selecting All or None, and now also supporting tree-structure selections, such as the new Category structure.
Improved Search
Search can now filter on an individual payee (not yet configurable, but works from Payee charts), and you can select whether or not to include Balance Correction transaction types.
Bug Fixes
- Clicking on Transfer Details button on an investment transaction from an external account brings up correct dialog box
- Investment Transactions from external accounts displays memo (showing transaction details) rather than portfolio name
- Fixed bug modifying scheduled transaction frequency
- Other minor bug fixes