Maxim Money forum

As at 11/04/25, the latest version of Maxim Money is v1.5.1.0, and can be downloaded from here.

This version brings Investment Accounts into the filters, allowing Search, Charts and Reports to filter on specific portfolio accounts. You can now create charts of the value of your investment portfolios, showing a breakdown by holding, over time.

I have also added a new filter criteria, Transfer Account. This allows you to filter on any transactions transferring to or from a specific account.

Minor enhancements:

• Added new columns to Reports: Activity, Portfolio and Identifier.
• Added summaries to Realised Gain, Unrealised Gain, Total Gain and Cost in Reports.
• Added new security type of Index

Other Bugfixes:

• Fixed issues charting accounts in mixed currencies
• Error trapping added setting category addresses during load
• Fixed error adding new category

As at 17/04/25, the latest version of Maxim Money is v1.5.1.1, and can be downloaded from the usual location.

This is just a bugfix release, with the following fixes:

• Calendar entry visibility improved, particularly in dark mode
• Reports containing Investment data recalculate properly if the portfolio hasn't been opened
• Checked filter sections open properly in charts/reports/search
• Security Type now saves in data files
• Splits now import from QIF files when they have no memos
• Fixed error bringing up dropdown menus in transaction register, after starting a new session
• Index charts now load without currency symbols
• Newly Imported transactions can now match against Imported
• Splits containing transfers now display account name properly
• Improved visibility between tabbed dock windows