Maxim Money forum

As at 26/11/24, the latest version of More Money is v1.4.0.0 and can be downloaded from here.

This is another major release, mostly focusing on Transaction Groups. Please be sure to back up your data file before trying this version, as there were significant changes to the way transactions are updated.

Transaction Groups
Transaction Groups allow you to group several transactions together, but retain a single figure for the total of the transactions, which can be reconciled against your bank statement. This is useful where your bank statement may contain a single amount, but that amount is attributed to several things. For example, you may receive your monthly wages, but you want to record the breakdown of gross amount, tax, national insurance etc. Or you may pay a deposit into your bank, but the money was made up from different sources. Or you may pay a monthly amount to your energy supplier, but part of the amount is electricity and part is gas. Splitting the amount into multiple sub-transactions allows you to track the payee or category of each part individually.

Transaction Groups are similar to Split Transactions in MS Money, in so far as you can split a transaction down into multiple categories. However, Groups in More Money are more flexible. With Groups, you can select existing transactions and group them together into one single transaction. And you can add (via drag-and-drop) and remove transactions from the group. As a result, groups can contain multiple payees.

If all sub-transactions are for the same payee, the transaction register will display categories. If any transaction is for a different payee, the payee names will be displayed instead.

New buttons to Split, Group and Remove from group have been added to the main Accounts tab on the ribbon, and on the right-click menu.

Stale Price warning
More Money will now display a small warning icon next to a price, if that price is stale. The icon is colour coded, depending how old the price is, going from green to red. Hovering over the icon will tell you how old the price is.

Opening Balance
There is now an Opening Balance field on the Details tab of Accounts.

Adding a value here will automatically enter a special transaction in your register, before any other transactions. This transaction will always stay pinned as the first transaction.

Setting this value back to 0 will remove the transaction.

Minor Enhancements

• Improved performance on importing and bulk updates
• + and - can now be used in Currency Textboxes to start a calculation (brings up the calculator and applies that operator)
• Balance Correction menu item added in Accounts List. This means you can do a quick correction of the balance without having to open up the account.
• Investment Transactions will default the cash account to the last one used.

Bug Fixes

• Deleting Accounts removes Scheduled Transactions on that account
• Other minor fixes

I've made a further patch to this (v1.4.0.1), to fix a bug whereby if you delete a group transaction and opt to keep the children, the children don't disappear.

Why do I get no notification for new posts in Announcements???

Do you mean you added an alert for any new post in the forum, but you don’t get one when I added a new post to announcements? It may be because I created this post in a hidden part of the forum and then moved it to the announcements section when it was ready.

I've made a further patch (v1.4.0.2) with the following fixes:

• Fixed error launching website (e.g. when trying to display release notes)
• Fixed error refreshing balances in account summaries after doing a bulk update
• Fixed error after leaving category dropdown

Do you mean you added an alert for any new post in the forum, but you don’t get one when I added a new post to announcements?

Yes that is what I meant but it seems fixed. I got notification today.

I've made a further patch (v1.4.0.3) which has a fix for transactions not being sorted correctly when changing the date in the transaction details form. link

I've made a further patch (v1.4.0.4) which fixes an error when adding a new scheduled transaction from the Scheduled Transactions view.