Maxim Money forum

As at 17/05/25, the latest version of Maxim Money is v1.5.3.0, and can be downloaded from here. This version brings the following new features:

Enhancements

Auto-Updater

When an new update becomes available, the following pop-up will be displayed:

Clicking Yes will initiate the auto-update process (see below).
Clicking No will close the dialog and allow you to use the application normally. The next time you open the application, it will prompt again.
Clicking Ignore will close the dialog and allow you to use the application normally. However, it will no longer prompt you to tell you this version is available. If a subsequent newer version becomes available, it will inform you of this.
Clicking the Release Notes link will take you to the release notes (this page).

The update process does the following:

• Downloads a small updater utility from the Maxim Money server.
• Verifies the updater is the expected application, checking its checksum.
• If so, it launches the updater, and closes down Maxim Money.
• The Updater utility ensures it has write permission into the application folder. If not, it will pop up a dialog like so:
  
  

  

  image.png (5.75 KiB) Viewed 254 times

• Clicking Yes will then pop up the User Account Control window, like so:
  
  

  

  image.png (12.48 KiB) Viewed 254 times

  (it won’t do this if it doesn’t need to)
• Clicking Yes will launch the updater again with sufficient permissions to write into the application folder.
• The updater will then download the latest version of Maxim Money from the Maxim Money server, like so:
  
  

  

  image.png (4.29 KiB) Viewed 254 times

• Once downloaded, it will verify it is the expected file, checking its checksum.
• If everything is successful, it will extract the contents of the release zip into the existing application folder, and re-launch Maxim Money.
• All being well, you should then see a confirmation message, when Maxim Money starts up again:
  
  

  

  image.png (3.52 KiB) Viewed 254 times

Obviously, you won't see any of this until a new version becomes available after you have this version installed.

Show Form button
I have added a new button on the View section of the Accounts toolbar, so you can toggle the Transaction Details form on and off. You could always close this form, but there was then no way to subsequently re-open it without restarting the application or reloading the current file.

Provisional Transactions

There is now a new transaction status of Provisional. This can only be set on future dated transactions, and is useful when you know you have an upcoming payment/deposit in your account, but don't know when it will occur. The date on provisional transactions will automatically roll when the date changes. So for example, you can enter the transaction as 1 week in the future. It will then stay 1 week in the future until you change the transaction status to Manual.

Minor Improvements

• Improved main toolbar button display when focus within application changes
• Reduced the hot-track colour on the main ribbon buttons, so they don't confuse with selected buttons.

Bug Fixes

• Added a new download method for Yahoo Finance, enabling it to work again
• Corrected the colour of categories in category bar charts
• Prevented error being thrown if recent file not found
• Corrected position of Cash balance in portfolio summary

I've posted a minor update (v1.5.3.1) to the usual location, which has the following changes:

This should be the first time the Auto Updater kicks in. Please let me know if it works successfully, or whether you have any issues.

Minor changes:

• Scheduled transactions don't change to Manual when modified, if in future
• Provisional transactions now have unique colour
• Prevented toolbar changing when application loses focus

Bug Fixes:

• Commission is subtracted from dividends, rather than added
• Prevented error changing tab on transaction form when no transaction loaded
• Prevented incorrect matching against Auto Created transactions on import

I've posted a minor update (v1.5.3.2) to the usual location, which has the following changes:

Minor changes:

• Portfolios can now be deleted
• Detected more changes around price source and reports (to notify when closing etc)

Bug Fixes:

• Fixed issue where Search returned no results when there were no entries of a particular criteria (e.g. no Identifiers or Categories)
• Fixed issue with display of Transaction Status
• Fixed possible issue with Yahoo price download
• Added error trapping in search criteria checkboxes