Date | Version | Details |
06 Dec 2021 | 3.68 | Unticked open&closed on main form now acts as if both ticked, same as in accounts form Importing a new account that has bank bal but no transactions was throwing error When entering transaction date, user is warned if < or > 2 years away. The idea is to pick up dates entered inadvertantly. Fixed icon not showing in taskbar on windows 10 Added checkboxes on each user query where can choose whether some fields are shown in the output or not If you switch window while Access opens for a file import from cmdline, Access will no longer force itself to be active again (there is a brief window flicker though) New query operator 'Is Multiple Of' Fix error on empty/no transactions Qif file |
06 Jun 2019 | 3.66 | System query 'Find trans that sum to' can now specify filtering text Other tweaks to 'Find duplicates' system queries Fixed main form hyperlink to local currency |
24 May 2018 | 3.65 | System query 'Find duplicate transactions (within x days)' now compares by amount ignoring whether +/-. Also it will now only list transactions where matches are all within requested date range, and sorts by amount before date |
26 Sep 2017 | 3.64 | Account list in Query form shows whether account is closed Query form label 'Scroll for more filters' should show bold when more than 2 filter criteria are in place. This was not always happening. Query field selection now includes Date and its value can be a date or Today+/-no. of days (if using, you'll probably want to untick Use Def & set DateFrom & DateTo to nothing) Account/Query date filters now grey date fields to indicate whether using a named date range eg. Prev 6 mths or user specified dates Added Last Trans column to Accounts form list Dblclick account list on Main form to open that account in Accounts Date presets now includes Last 24 Months |
30 Oct 2015 | 3.63 | Select multiple accounts on main form to get sum of those accounts Transaction form loads its title quicker More autotext triggers are optional, and autotext entry can be enabled/disabled Importing bank trans whose date range doesn't include latest already imported, will no longer check bank balance to QuikMoney balance Importing bank trans summary now shows how many new transactions were imported out of how many transactions were found Fixed bug where sometimes opening Queries form would cause an error or freeze Added ability to choose sort order in Accounts form New system query whereby you can search across a range of transactions looking for combinations that sum to a given number Option on queries now to list their paramaters in the resultant list window title (just in a basic format) Query history tweaks Transaction import logs extra summary lines showing bank & QM balances Transaction import when cannot auto-determine which account to import to, lists all accounts so you can choose one. Now, by default it shows only those accounts not auto-selected in a previous import. Log shows name of saved import file Each account can set a QIF Date Format (relevant if it imports QIFs) designating whether QIF dates are dd/mm or mm/dd Currency shown at top of Transaction form could sometimes show nothing New system query, Show Balances on Date |
29 Aug 2014 | 3.62 | Transaction payee dropdown no longer shows 'Opening Balance' Fixed closing whole app using x on window, when Query form open, could give an error Queries can choose whether showing in/out/both/default When query loaded in editor, DateFrom & DateTo immediately updated to reflect Datetext LastTx on main form does not incl Opening Bal When adding trans, any new payee is automatically added to the payee dropdown for subsequent adds When remove one and/or criteria in middle of query, subsequent criteria shuffled along (when saved) When importing bank statement (QIF format), balance in QM compared with AvailBal and LedgerBal from bank to see if either match (was just LedgerBal) Can filter accounts list by owner or text Fixed bug where selected owners on main form sometimes get cleared User is alerted if import transactions to an account marked as closed Query form now keeps a history of queries run, paramaters selected so you can rerun them Graphs can now select more than one account and they will be summed to graph ie. pick all accounts for one owner to graph their total |
26 Sep 2013 | 3.61 | Fixed System querys showing all accounts whether Closed checkbox ticked or not New system query to show duplicates within x days Minor change to db structure Regular check that running transaction balances are correct New 'Is Integer' operator for amount field in query Colour selection textboxes now show colour number so it can be copied/pasted to other colour boxes Import autotext now applied also when editing a transaction Option for each account whether to incl in totals at top of Main form, and whether to check bal (if available) from bank when importing |
23 Aug 2012 | 3.60 | Redesigned account selection system in Queries Can link query/node to owner so list jumps to that item when Queries form opened Date filtering boxes disabled unless checkbox ticked |
13 Jun 2012 | 3.59 | Fixed bug introduced in 3.58 where Main accounts list did not sort correctly Check For Updates will now list what's new |
06 Jun 2012 | 3.58 | Form/list sizing of Main form tweaked If you cancel an import before it is finished it will throw away any trans already imported. It will now also discard any alerts gathered Query results should always show in & out transactions, ignoring current setting for viewing account transactions Grid view of all import autotext entries Query sorting would sort by two resquested fields in wrong order Filter By Date checkboxes on Main and Queries forms now have a red box to highlight when they are ticked Transaction Payee now a dropdown to help when manually adding transaction Deleting imported transactions will now delete file log entry, so reimport using different file type will no longer bother user to confirm Can click on column header on Main form to sort (temporarily) by column |
26 Feb 2012 | 3.57 | Alerts for text match during import now shows alert even if another copy running In/Out label backcolours not set correctly since changed form colouring in v3.56 Transaction lists such as import autotext matches will now always show in & out trans even if curr user setting is to show only in or out Dates now hardcoded to system "Short Date" format Can now enter a single 'from' date to filter transactions without entering a 'to' date |
14 Nov 2011 | 3.56 | Improved form colouring |
25 Oct 2011 | 3.53 | Query name filter would not build tree properly |
28 Sep 2011 | 3.52 | Fixed potential error when app opens to automatically import a bank transaction file |
21 Sep 2011 | 3.51 | Split some option settings into separate USER/PC sources (Files DataG,DataU) Better handling of transaction list column sizing Import autotext alerts now shows affected imported transactions System query "Find Duplicate Trans" now shows affected transactions Removed 'Import All' item from menu |
19 Aug 2011 | 3.50 | Transaction forms can be resized by width Buttons on transaction forms to snap current form beside or underneath the form it is over top of Option in toolbar to size and place transaction forms in preset configurations (2x1,3x1,1x2,2x2,3x2) When transaction form is resized, the mouse pointer stays on top of the button 'Duplicate query' now selects the new query In system queries, changing owner will correctly clear acctno field |
29 Jul 2011 | 3.49 | Fixed error when creating a new account while another already selected Import Autotext can now alert you when matching text found Import results form now shows diffence between balance from bank and balance in QuikMoney (balance only supported in QIF files) |
14 Jul 2011 | 3.48 | Fixed bug Amount(abs) not working in queries Amounts in queries now formatted to 2 decimal places Resize of list on main form now moves mouse with button Removed startup licensing check |
24 Jun 2011 | 3.47 | Import of OFX files from bank will now display balance from bank and alert user if balance in QuikMoney is different |
21 Jun 2011 | 3.45 | Fix bug where you could get more than one opening balance record Two 'System queries' now can select owner and/or account |
16 Jun 2011 | 3.45 | Fix bug stopping adhoc (temporary) queries running |
10 Jun 2011 | 3.44 | Can open transaction list from Accounts form Autotext name independent of text Hold shift key during drag/drop of a query name does copy/duplicate Option to hide details on transactions form Button to move transactions form below other Acct details shown line by line for transactions (optional) More default date ranges in date selection dropdowns |
11 May 2011 | 3.42 | Description field available for Import Autotext Fixed where could not manually enter a transaction with empty Payee/Cat/Memo |
21 Apr 2011 | 3.40 | Queries can choose accounts to search through based on account type (eg. personal, international) or can choose individual accounts Queries can now have 8 filtering criteria (scroll form to right) Can enter an Account Type for an account. Acct No & Type are shown on the Transactions form Number of accounts and transactions shown for each owner in Owners form Number of transactions shown for each account in Accounts form Option to show/hide each owner in Owners form |
12 Apr 2011 | 3.31 | Treeview display of queries list in graphs form |
11 Apr 2011 | 3.30 | Treeview display of queries. You can now create folder type branched categories to group your queries Can now set sort order on lists by owner and account Difference calculator (dblclick on a trans balance column) has button to copy result to clipboard |
24 Mar 2011 | 3.20 | Owner now shows in accounts list on accounts form Notes field added for accounts List of owners on main form now a list not dropdown |
09 Mar 2011 | 3.18 | Main form can be resized vertically Check on startup that data files exist in same dir |
20 Jan 2011 | 3.17 | Import log entries deleted after same period as import files, defined in Options (was 7 days) The app keeps note of files formats imported to compare against future imports of same date range. It will no longer store that info if no new trans were imported from a file Any transaction form filter in effect will be maintained after record updated and list refreshed When editing autotext entries, there is now an option to test reapplying it, to see how many records affected, without actually making any changes Autotext now enclosed in ~~ as [] are reserved chars in Access |
06 Jan 2011 | 3.16 | Fixed bug introduced in 3.15 where import could miss some trans Queries can sort by two columns |
16 Dec 2010 | 3.15 | Current transaction list being viewed will autoupdate when adding or modifying a tran within that list When importing transactions, the system checks and warns user if importing same date range/account but different file types, which can cause duplicates |
11 Nov 2010 | 3.10b | Find Duplicates query now ignores +/- Filter available when viewing query names Autotext pattern testbox |
05 Nov 2010 | 3.10 | Check queries for mismatched bracket count Fixed small bug causing error on some queries that had no date specified Can now duplicate an autotext entry |
11 Oct 2010 | 3.8h | Internal changes |
08 Oct 2010 | 3.8g | Install message about MS Office security warning Tested on Access Runtime 2007 & 2010 |
05 Oct 2010 | 3.8f | Internal changes |
25 Sep 2010 | 3.8d | Display help info on first run |
23 Sep 2010 | 3.8c | Better placement of Query & Main forms to bottom right of screen |
05 Sep 2010 | 3.8b | Minor fix when re-applying autotext |
10 Aug 2010 | 3.8a | Ability to check online for updates |
07 Aug 2010 | 3.8 | Finally got a (very) basic Help file out |
05 Aug 2010 | 3.7f | Better colour selection handling |
22 Jul 2010 | 3.7d | Date and account selection options for system queries |
16 Jul 2010 | 3.7 | Bug fix on query form |
03 Jul 2010 | 3.6a | Better display of info when importing a transaction file |
26 Jun 2010 | 3.5 | Better autotext form |
18 Jun 2010 | 3.3i | First public release |