v1.9.3

Features:

• #8015 [FEATURE REQUEST] Account icons: usability, custom selection, and bank logos
• #8401 wx3.3.3
• #8297 Enchancements in database API
• #8287 Currency Manager, add apostrophe ' to the "Grouping char"
• #8279 Warning messages when compiling on Windows 11
• #8260 Modified Payee-PayeeTrend.grm (with Select input)
• #8239 New string translation macros
• #8229 Update to wxWidgets v3.3.2
• #8175 [regression] User interface language
• #7870 Make reconciled balance disappear on home screen if you want it to
• #8404 Fix: Clang compiler support, warnings removed
• #8339 Translate "Cash Ledger"
• #8320 Add selection between accounts and account types in summary of accounts report
• #8314 Add filtering for accounts and time period in summary of accounts report
• #8241 Move OK/CANCEL button locations on transaction dialog
• #8221 Dashboard updates and corrections
• #8219 Journal Panel additional functionality
• #8195 fix(#8191): package wxWidgets translations
• #8088 Add tooltips to toolbar configuration buttons
• #8072 Clarify CSV field labels for real and unreal gains
• #7994 Feature: Toolbar and Navigator configuration and custom account types
• #7962 Added the option to export stocks and added the option to limit the exported transactions/stocks between 2 dates (issue#7810)

Bugfixes:

• #8276 Crash on startup with existing databases in 1.9.3.0 on Windows bug
• #8431 Cannot jump from Transaction Report to account list
• #8432 Wrong "Selected transactions total" with multi-currency database
• #8390 Bug: Asset account view cannot be hidden in navigator configuration
• #8364 Create a scheduled transaction from an existing transaction (category and tags are missing)
• #8352 csv delimiter "|" give Bad allocation Error
• #8324 OFX Error
• #8311 Column width resizing is not saved
• #8309 Non riesco a stampare
• #8292 License dates are still wrong
• #8274 Error opening a new database
• #8268 Context menu right‑click causes crash in Currency Manager
• #8265 Payee Report - All = incorrect results
• #8262 Performance issue on v1.9.3 Beta
• #8257 App crashes when selecting a closed Bank Account
• #8254 Attachments will no longer be displayed in the transaction overview
• #8225 Missing translation 1.9.3 Béta version
• #8192 Time stamp for “Scheduled Transactions” is missing when entering manually
• #8176 Account deletion does not work
• #8169 Notes and color field are in the wrong place in "transaction report"
• #8140 Reconcile window opening balance may be incorrect if future transactions are displayed in checking panel
• #8130 Accounts Balance - Yearly Report Closed accounts
• #8124 Date Range issues
• #8118 Update Account Name in Account View
• #8116 [Reconcile account] Number formats
• #8087 Dashboard does not show Last N days
• #8057 GUI: Misprint at Stock Portfolio Overview (Tips, English)
• #8000 Reconcile dialog calculator not working on MacOS
• #7240 Homepage Import/Export CSV Link
• #8413 Column handling fixes and refactor
• #8403 Fix: Correct display of disabled buttons under Linux/GTK
• #8400 Fix: display configured names in panel haeders and navigator edit dialog
• #8359 Reconcile dialog - update sums after edit
• #8349 Fix regression introduced with "refine TrxDialog"
• #8335 Fix new account type always defaulting to Checking
• #8306 Fix currency related crashes during new database creation
• #8253 Fix segmentation fault
• #8247 Misc Fixes and updates
• #8245 Two (minor) Bugfixes
• #7997 Qif import fixes
• #7706 ERROR PRINTING TRANSACTIONS
• #7685 Transaction Report Settings Are Not Saved

v1.9.2

Notes:
Your database will be updated once you run this version. You will then not be able to open your database with earlier versions of the software. As ever, it is recommended to take a copy of your database prior to installing any new software version.

Features:

• #7980 Refine scheduled transactions panel
• #7946 Transaction dialog Save and new enhancements
• #7947 Dedicated Flag to show/hide future transactions on dashboard
• #7821 2-digit years are interpreted as the first century, instead of being in the closest century
• #7758 Allow Finance/Yahoo cookie and crumb to be reset
• #7724 [Bug] Transaction list sorting by Date column is broken and can cause application crash (v1.9.1/1.9.2)
• #7308 Allow toolbar color to be customized
• #6771 Avoiding duplicate entries on CSV Import
• #3710 OFX import/export support
• #7781 Enhanced and refactored General Report Manager
• #7803 Pull in latest version of GRM reports
• #7819 Payee manager enhancements
• #7818 Bugfix and transaction dialog enhancements
• #7911 Updated documentation: expanded Tags section, added screenshots and GIFs
• #7913 Documentation Update: Complete rewrite of the Tags section with images and GIF + Improved translation: Adding Initial Shares to Stock
• #7824 Fix Arch Linux support
• #7940 New Features: Navigator expand/collapse all popup menu - Reconcile dialog
• #7923 Header of MMEX

Bugfixes:

• #8026 Dashboard/Account View overlay issue
• #8009 Correct dark mode colors on some dialogs (Windows)
• #7984 Cash Flow -> Transactions - Current Day Transactions are displayed as if not already reconciled
• #7975 Add descriptive tooltips to budget status icons in the Budgeting Panel
• #7949 Reconcile dialog issues
• #7984 Cash Flow -> Transactions - Current Day Transactions are displayed as if not already reconciled
• #7972 Cannot invoke Theme Manager from menus
• #7863 error occurred when saving the transaction
• #7851 Budget overview issue
• #7847 Crash updating Payees
• #7807 Reports/Categories/Where the money goes totals incorrect
• #7780 App crash on click on specific Stock Portfolio name after changing of sort order
• #7765 Reporting Start and End date issues
• #7761 CSV Import - Custom Fields Fail to Populate
• #7745 Save and Save and New has the same keyboard shortcut
• #7742 MacOS random crashes on exit
• #7737 MMEX crashes - stock portfolio account closed
• #7736 Default Stock URL should be: finance.yahoo.com/quote/%s
• #7710 v1.9.1 Crash on opening when it auto attempts to import WebApp transactions
• #7700 MMEX crashes after clicking on Stock Portfolios
• #7692 SOLVED (but please recheck) v1.9.1: Assertion before graphic "Summary", "Where the Money Goes/Comes From"
• #7688 Base currency in reports is not displayed
• #7562 AppImage build failure... github.com/AppImageCrafters/appimage-builder/issues/375
• #6868 Please allow Now to be translated and to work with localized versions of MMEX
• #6462 Notes are duplicated for some split transactions
• #6233 All Transactions view - Selected Transactions Amount
• #6128 Please set the default Symbol Location = Suffix for Currency Code = HUF
• #7793 Fixed sorting of investment accounts in stocks widget
• #7830 Refactor setting dialog static box assignments and remove double list refresh
• #7829 Derive accelerator key from (translated) tooltip text
• #7694 The New Database Wizard window is extremely wide
• #7914 Misc fixes
• #7916 Fix missing images and improve Tags documentation (en_US + it_IT)

v1.9.1

Note: The handling of stocks and shares has changed in this release. Please see: https://moneymanagerex.org/blog/mmex-stock-v2-preview-and-changes/

Features:

• #7334 Copy sum on click
• #7606 Enhancement: Replace bulk transation setting option with dedicated button in transaction dialog
• #7605 Enhancement: Combine transaction related settings in dedicated panel
• #7604 Enhancement: Context menu option to move columns to beginning/end
• #7588 Enhancement: Use default status after copy/paste or duplicate
• #7577 Feature: Unified date range handling
• #7567 1.9.1 Beta Juli 23 Homepage is displayed incorrectly
• #7559 Enhancement: Show total in stock transaction list
• #7558 Feature: Show stock list instead of help page in Stock portfolios
• #7557 Feature: Emphasize not reconciled transactions
• #7539 Improved German translation - removed warnings - small fixes
• #7530 wxWidgets 3.3.0 (now 3.3.1)
• #7468 Last 1.9.1 Beta doesn't run on Linux
• #7467 wxWidgets 3.2.8
• #7445 Warning when re-opening MMEX after a system restart
• #7441 wxWidgets 3.x STL BUILD
• #7372 wxWidgets 3.2.7
• #7363 Self Transfer as Revaluation
• #7247 Refactor translation macros
• #7190 Dashboard: No red in negative amounts and Histogram dissappeared
• #7150 Refine date ranges in transaction panels
• #6882 c++17
• #5124 Update Windows wxWebView to use wxWEBVIEW_BACKEND_EDGE backend
• #1628 Model_Attachment::REFTYPE_CHOICES

Bugfixes:

• #7668 Wrong date range on "Category Income/Expenses - 12 month" report
• #7663 Future transactions not displayed if > 30 days after end of unbounded range end
• #7580 Bug: New splits are not added in the split transaction dialog
• #7568 Transaction form invisible
• #7546 If you edit a scheduled payment and cancel the attachment, it disappears.
• #7532 changing budget selection in budget reports has no effect
• #7485 wxWidgets debug alert triggers when viewing stock panel
• #7465 System crash deleting quote from historic view of a title
• #7451 You must use int64 for History Id retrieved from List (otherwise it could be a negative value and lead to memory exception)
• #7392 Report on new sub-category not showing correct result
• #7296 MMEX crashes when selecting a specific credit card account
• #7292 Three languages are not sorted and shown like the other languages
• #7277 Strange Symbols Appearing in Transaction Date Filters (1.9.1 Beta1)
• #7272 MMEX crashes when filtering on custom field only in transation report
• #7271 Transaction Report -> link to transactions broken
• #7235 Change ending date for Monthly Category report?
• #7229 Error on using the credit limit feature
• #7220 Transaction Report crash if tags are selected
• #7210 Manuually entering the same new tag in Split Transactions will cause a Constraint error
• #7204 AppVeyor compile errors when building with wxWidgets 3.3.0
• #7195 Creating scheduled transaction of X days
• #7194 QIF File import error after updating to 1.9.0
• #7192 MMEX 1.9.0: MMEX CSV export not working properly
• #7174 SUID with unique timestamp in milliseconds
• #6949 Q instead of ctrl+q closes the program
• #6898 Drop-down list: 1. Remove colon :; 2. Replace colon : with 1-character ellipsis …
• #5196 Poor icon rendering for different DPIs using wxGenericTreeCtrl
• #2891 Locked transaction

v1.9.0

Notes:

Your database will be updated once you run this version. You will then not be able to open your database with earlier versions of the software. As ever, it is recommended to take a copy of your database prior to installing any new software version.

Features:

• #7136 Difficulty to revert from 1.9.0 to 1.8.1
• #7131 Balance column gets unreliable when changing the sorting columns
• #7122 The computing of appreciation/depreciation of assets isn't exact
• #7112 Cleanup Appveyor build warnings
• #7109 Sorting transaction by Date and other column which is NOT "ID"
• #7059 Show transactions panel for an account group
• #6966 Enabling INT64 and SUID for MMEX4Desktop
• #6860 Add executions of scheduled transactions in transaction panels

Bugfixes:

• #7178 Account filter setting "View Transaction Report..." is not persistent
• #7175 Adapt new dB version
• #7157 Cash Flow Report for Specific Accounts treats transfers in reverse
• #7142 All Transactions and Scheduled Transactions Menu Items Missing in latest Beta Version
• #7130 Stock ticker ^RIYWCT not recognized
• #7110 Sorting transactions by "Date" and "Id" is not working properly
• #7102 Crash when blank checking panel area is right clicked in Linux
• #7099 Column data incorrect when switching between databases
• #7097 CSV Import - attempting to load a preset saved for an account with an int64 ID results in error
• #7090 Import causes PAYEE_V1 Exception constraint failed[2067]
• #7088 Unable to Edit Payees with larger values
• #7082 Transaction Hyperlinks on HTML Reports not working with larger values
• #7070 incorrect language display 1.9.0 Beta
• #7033 Checking panel columns are duplicated when Settings dialog is closed
• #7030 Import CSV with new lines
• #7018 Transaction Report - Account handling broken
• #7012 Unable to delete custom fields
• #7009 MMEX crashes when creating a new database
• #6998 MMEX crashes whenever the nav tree is reset
• #6992 can not save PAYEE_V1
• #6990 String missing from Crowdin
• #6977 'Deleted Transactions' is crashing in v1.8.1
• #6975 Account View: Columns showing incorrect data in v1.8.1
• #6972 Error in "About panel" on 1.8.1
• #6971 Impossible to open an encrypted database with version 1.8.1
• #6956 Invalid Total Amount on split transaction
• #6924 Fatal error occurs when entering date value exceeding the specified value
• #6917 Translations broken
• #6871 Database encryption change to AES256

v1.8.1

NOTE:

• If you have customized themes, you must update these to include an icon for the new calculator feature (CALCULATOR.svg). See #6703
• For encryption users, duo to AES128 to AES256 upgrade, you would have to either
  • use wxSQLitePlus to re-encrypt from this forum post
  • convert to plain via v1.8.0 and re-encrypt via v1.8.1 from this forum post

Features

• #6892 wxWidgets 3.2.6
• #6847 about default column seq.
• #6827 The model of scheduled transactions (bills-deposits) is confusing
• #6799 Align with wxWidgets 3.2.5 release
• #6743 Mohtly budget overview no longer available
• #6737 Unable to edit Stock Transaction
• #6733 Total Net worth line on the Dashboard hides when scrolling down
• #6703 Provide a calculator attached to the Amount column
• #6538 Upgrade database encryption to AES256
• #5887 Account Reallocation - Remove Selected Account's Type
• #4160 Order of columns in the transaction list is not saved

Bugfixes:

• #6957 subtract monthly budget from the yearly budget in reporting - strange behavior
• #6954 Show notes of the split category in the transaction details page
• #6945 Values containing "é" accents are not filterable on reports ANSI - UTF8
• #6938 User Interface Language list incorrectly showing in English when System locale is selected (System locale = English, Australia)
• #6935 "Find all transactions" not working from checking account panels
• #6917 Translations broken
• #6913 CI builds failing due to bad translation in po/zh_TW.po
• #6897 Please allow Cash Flow - Daily to be translatable
• #6863 Disallow blank payee name in the edit dialog
• #6781 Localized Pie-Charts are broken
• #6763 Thousands separator is missing, again
• #6752 Custom Field - Date Error
• #6745 Cashflow transactions doubling income payments
• #6736 Custom reports broke down after upgrading to 1.8.0
• #6709 New release 1.8 - account line characters are no longer visible
• #6393 Transaction Report - filter window has an overlapping between 'Specify' and 'Presentation Options' on MacOS
• #6158 Entry Account Name Invalid When Correcting Title Case
• #6056 database upgrade to version17 failed [ 1.6.4. ] Database upgraded?

v1.8.0

Features:

• #5685 Transaction report charts
• #3681 Provide 'view reset' option
• #6633 [i18n] Update Help directory for English from en_GB to en_US
• #6581 multi transaction Update: move Time Input to next line
• #6481 MMB Files (*.mmb): 1. Add a space; and, 2. allow translation
• #6457 Make Transaction column value copyable
• #6566 Pie chart in Reports - Number format is inconsistent with decimal digits count & comma separation
• #6431 open dialogue extension
• #6408 Transaction Report - Rate column
• #6386 Ensure that the generated file from NEWS.md can pass Flathub validation.
• #5824 Transaction Filter / Nav Label Changes
• #5512 Keep a history of past transaction report filters
• #2729 Store the time of transaction

Bugfixes:

• #6672 Tag not entered when scheduled transaction is auto-registered
• #6658 Transaction Filter dialog size is not stable
• #6642 Incorrect balance being exported to CSV
• #6640 Credit Limit progress bar shouldn't include future payment
• #6639 Summary Report does not ignore deleted transactions
• #6632 Design or bug - specifying ALL accounts on Transaction Filter
• #6614 Translations are not shown for strings which include the char →
• #6610 Asset "Initial Value" on dashboard does not display the initial value, VALUE field includes void transactions
• #6608 Current Value of Other Assets (124) in Assets shown on Dashboard is not right justified
• #6596 Translated Help (index) pages link to English sub-pages (grm, budget, stocks_and_shares) even when translations are available
• #6595 When set the color, note is inserted
• #6589 Transaction Report not filtering categories if period range specified
• #6583 Remove shortcut hints shown in the "frequently used notes" menu on Linux
• #6573 Dashboard - Accounts- context menu Y position
• #6572 Edit Account dialog
• #6570 Scheduled Transaction Dialog - Payments Left
• #6561 Unchecked in custom field, date format
• #6554 export as CSV file, wrong text in savefiledialog
• #6548 can't resize split note dialog
• #6524 CSV upload payee matching: option "Add Match Details to Notes" does not work
• #6523 Transaction Report not showing all tagged transactions
• #6503 Move transactions
• #6497 Using the right-click menu option "Find all transations with..." in the 'All Transactions' panel does not apply the filter
• #6493 Wrong exchange rate downloaded for BTC/CHF
• #6489 Bad desktop file
• #6480 Transaction Report Filter Saved Settings - Category is cleared on focus if it contains a regular expression or a Category not in the list
• #6476 Crash when 'bad' filter identified
• #6474 comma not always accepted with different settings
• #6465 1.7.0 has compile error when compiling from source
• #6424 Tags are not being copied during copy/paste transactions

v1.7.0

NOTE:

• Initial MacOS release would not work on older OS versions. This has now been corrected (30th Dec 2023).
• Your database will be updated once you run this version. You will then not be able to open your database with earlier versions of the software. As ever, it is recommended to take a copy of your database prior to installing any new software version.
• If you have customised themes then you will need to update these to include an icon for the new Tag feature (TAG.svg). See #6129 (comment)
• For Linux builds we are now only officially supporting Linux Flatpak images

https://github.com/moneymanagerex/moneymanagerex/milestone/45?closed=1

Features:

• #6247 GA4 integration
• #6246 Have Flathub as the sole distribution mechanism for MMEX on Linux
• #5401 Import with custom columns
• #4232 Option to easily view all transactions for a payee by selection
• #6354 Update GRM submodule for 1.7.0
• #6333 Recent Files list doesn't always show the full path to the recent MMX .mmb files
• #6332 Copy text on About window
• #6322 wxWidgets 3.2.4 released
• #6311 [Feature Request] Use Credit Card credit limit to format Credit Limit field automatically
• #6308 Sort share accounts in the nav panel by STOCKNAME instead of STOCKID
• #6305 Remove wxDatePickerCtrl workaround for MacOS
• #6200 New/Edit Scheduled Transaction: Set Focus on Amount should select its value
• #6185 General Manager Reports
• #6143 Rename Full Transactions Report to Account View: All Transactions
• #6069 Please extend the Search field to the end of the window. Thank you
• #6063 Strings ordering
• #6062 Organize vs Organise
• #5989 Build with wxWidgets 3.2.3
• #5464 Improve budget perfomance report
• #5439 Addition of "classes" or "tags"
• #4899 Import dialog / Appearance of the list of templates
• #4270 Import data into custom fields from CSV (& other file formats)
• #1983 Change name of Recurring Transactions to Transaction Planner
• #1349 Consolidate README.md and README.TXT

Bugfixes:

• #6346 Invalid Menu ID causing debug alert
• #6338 No error message shown when unable to move transactions from one account to another with an invalid account creation data
• #6323 Booking in foreign currency
• #6296 MMEX Instance crashes when trying to create a new Asset
• #6281 Plural when multiple transactions selected
• #6280 Tags down-arrow too small
• #6270 Transaction Report - Wrong Field(s) Become Hidden Due to Tags/Rate Column Indices
• #6212 Transaction Report crashes if category starts with +
• #6203 Refresh Stock Prices from Yahoo error "url using bad/illegal format or missing url" in version 1.7.0 beta.1
• #6183 Tags Filtering
• #6154 Color not showing in Transaction Filter as vertical scrollbar can not go any further down
• #6141 MMEX 1.7 Beta 1 - High CPU & GPU usage when Edit Transaction and Transaction Filter dialogs are displayed
• #6140 Dropdown menus issue (duplicated list)
• #6102 Dashboard Transaction Statistics erroneously includes deleted transactions
• #6098 View Since Statement Date does not work unless account statement is Locked
• #6096 MMEX icon in ALT+TAB is blurry
• #6089 Crash when adding a new asset
• #6077 MMEX database Upgrade to version 18 Failed
• #6074 Money format question
• #6071 Saving account - deposit 0, saved as withdrawal
• #6064 Memory leaks on CSV import
• #6040 Refresh Stock Prices from Yahoo error "url using bad/illegal format or missing url"
• #6036 Crash in theme manager
• #5988 Homepage account balances wrong for some currencies
• #5344 macOS menubar Window option position & localization
• #5330 MacOS window refresh UI client area corruption
• #5328 bad string (translations issue)
• #5215 Transaction Filter dialog loses its saved display location on the screen
• #1691 Stock errors

v1.6.4

https://github.com/moneymanagerex/moneymanagerex/milestone/41?closed=1

v1.6.3

https://github.com/moneymanagerex/moneymanagerex/milestone/43?closed=1

Features/Enhancements:
#5521 Last updated date time for transactions
#5530 Time Picker for GRM

Fixes:
#3965 Transactions color change
#4698 Filters do not take into account transactions where the categories are split
#5437 Void Transaction are considered in cashflow report (both daily, montly, and transaction)
#5444 Hidden subcategory is shown at the drop-down window
#5457 Transaction report incl sub categories fails duplicate reports
#5466 Recurring transactions - attachments are disappear
#5467 Deleted transactions should be excluded from Last Used date query
#5474 QIF ability to import/export field "E" of split lines notes
#5489 Forecast Report due to multiple currencies
#5504 Export as / Import from ... account menu
#5541 Edit Account images
#5549 ALT+letter button and menu accelerators also activate the transaction status accelerator actions
#5569 Сrash when all historical stock prices deleted
#5583 Quicken QIF import issue in split transactions with balnk row

Minor cosmetic changes:
#4334 #5516 #5427 #5428 #5429 #5459 #5509 #5468 #5462 #5461

v1.6.2

NOTE: Your database will be updated once you run this version. You will then not be able to open your database with earlier versions of the software or run Android versions with the same database. As ever, it is recommended to take a copy of your database prior to installing any new software version.

NOTE: #1477 changes the DB schema for the storage of categories. Whilst this will not affected basic usage of MMEX if you have created GRM reports that use categories then you may need to update them. The standard GRM templates have been updated to accommodate the new schema and can be used as examples. In particular see: https://github.com/moneymanagerex/general-reports/tree/master/packages/Category/OneCategoryList

Features/Enhancements:
#1477 Nested Categories
#5302 Upgrade SQLite

Fixes:
#5334 QIF Import does not import transactions with date < today if the account doesn't already exist
#5346 Account summary not showing assets or shares
#5352 Crash on selecting Monthly or Yearly - Reports: Summary of Accounts
#5356 README links to Travis CI for linux/mac build status
#5359 Order by 'status icon' column in transaction lists
#5360 Hovering mouse pointer over an asset icon displays unwanted tooltip outline
#5364 Multi-transaction edit not allowing change to Amount, Payee, or Category
#5370 Reconciled amount incorrect if deleted transactions exist
#5372 Resolve MSVC compiler warnings
#5377 Modifications of split values are lost when row is added
#5381 Asset - Initial Value and Current Value
#5382 Mouse wheel scrolling rate is very slow in Split Transactions dialog
#5391 Use of | (pipe) in category name causes issues with transaction report
#5392 Unexpected space added to Category filter when Regex is used to include multiple sub categories
#5415 MMEX Options: center labels under icons
#5416 Currency Dialog - Incorrect Column Header ("Symbol" should be "Code")
#5433 Failure to upgrade database to DB v17 for MMEX 1.6.2