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

v1.6.1

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.

Fixes:
#5197 Account Summary reports do not include asset values
#5211 Toolbar buttons are erroneously greyed out when opening an existing database via App Start dialog
#5244 Recurring Transaction Check Fix
#5250 Add split button deletes the previous values
#5254 The text for translation is fragmented
#5273 Total not updating correctly on split transactions view
#5281 Recurring Transactions - Remove filtering
#5290 New transaction - Incorrect minimum balance check
#5292 Transaction Report does not show split transaction notes
#5298 User confusion regarding Deleted Transactions node in Navigation tree
#5299 Transaction Report node in Navigation tree is not highlighted when corresponding report is displayed
#5310 Home Page Assets Widget collapse state not saved
#5320 Notes disappear when clicking "Cancel" in Split Transactions window
#5324 Crash when creating a share transaction with a date older than opening date of the account
#5331 Slow refresh when add split rows
#5339 Beta build crashes on asset deletion

Features/Enhancements:
#2963 Added a Deleted/Trash transaction feature
#5234 Quick category entry using ":" to autocomplete (Windows only)
#5251 Now shows notes of split transactions in account view
#5259 Hide/Unhide of Custom Reports
#5276 Split transaction notes now displayed in the information panel
#5292 Transaction Report now shows split transaction notes

v1.6.0

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.

Fixes:
#3779 Adoption of wxBitmapBundle to support HighDPI display
#4122 Invalid calculation Stocks Gain/Loss
#4362 Online help pages
#4412 Management of assets
#4791 Odd Window positioning behaviour (MacOS)
#5091 Include Grand Total for Reconciled Column
#5106 Organize Budget actuals always reflect current year
#5108 Secondary 'Sort By' Column
#5109 Add ability to use RETURN key to bring up category selection on organize categories
#5122 v1.5.21 has calculation error in account view
#5137 Monthly Budget showing wrong "Actual" totals
#5145 Transaction Report - Custom field settings not recovered
#5147 Transaction Report - Saved custom field settings not used when run from navigation tree
#5158 New Category creation whilst in Split Transaction issue
#5170 Can not save Category_V1 / Subcategory_1
#5191 Crash on account creation due to blank image list
#5193 Transaction Report Date Range not saved
#5198 Asset transactions marked as transfer are not counted in asset value
#5205 Crash when cancelling the creation of a new database if App Start Dialog has been used
#5210 Transaction Filter Date Range is not updated to reflect the current setting of Period Range
#5218 New database wizard is too wide when application language is French

Features/Enhancements:
#910 Notes in split categories
#1158 Currency Manager window should be more ergonomic
#1390 Enable/disable payees
#2307 Notes on Budget lines
#3554 Account initial balance is not dated
#4099 Notes field for budget page
#4216 DB ver. 15
#4280 Add Payee Information Fields
#4545 Dark mode for help pages (MacOS/Linux only at present)
#4631 Regular Expressions in transaction filter notes
#4730 Block/Hide Categories
#4880 Use CircleCI for pipeline builds
#5100 Upgrade to wxWidgets 3.2.1
#5111 Asset widget on homepage should show list of assets

v1.5.21

Fixes:
#3892 Manual share price is not saved
#4087 Summary of shares report not displaying fractional shares if total is greater than 1
#4807 Stocks/Shares - Application Crashes on Trying to Enter a Stock Transaction
#4954 mmex 1.5.19 : wrong behaviour of autoselection of category
#4969 Stock Portfolio Gain/Loss
#5033 Split Category Transactions Do Not Appear on Transaction Report
#5035 Filter on Date / Period - Will not pick up current date and date range including current date
#5042 Crash Report - Upgraded from v1.5.18 to v1.5.20
#5049 Calculation and display errors in the securities portfolio
#5054 Incorrect ascending/descending sort order indicator for Assets/Recurring Transactions columns
#5056 Organize Category dialog does not scroll newly added items into view
#5057 In-place editing of asset name allows asset with blank name to be created
#5058 Stock balance calculation in ModelStock and summary report always uses current number of shares
#5059 Minimum width of Organize Categories dialog allows buttons to become clipped
#5077 Budget reporting when offset is non-zero
#5101 Debug error when right clicking on column header in "All Transactions" -- extra blank lines in "Hide/Show Columns"

Features/Enhancements:
#2200 Add a sponsor button in MMEX GitHub repository
#4214 Option to link a monthly budget to an annual budget
#4549 Improving** the UX of the "Organize Categories" window — drag'n'drop
#4690 Secondary 'Sort By' Column
#4741 Add profits to budget
#4844 "Empty" Transaction Report
#4989 Category collapsed state
#5051 Date Control Tooltip Suggestion

v1.5.20

Fixes:
#4868 Integer and Decimal custom fields are treated like Strings in the Account view
#4946 Optimize/Fix use of mmTextCtrl in dialogs using this control for numbers
#4950 Problem entering decimal numbers
#4951 Reference number format
#4955 Integer Custom Field - erroneous behaviour
#4978 Spurious column sort-order indicator shown when double clicking on Stock Portfolio
#4982 Advanced Filter not saving new 'Date Range' value
#4999 Boolean custom field misalignment
#5000 Saved Transaction Reports don't work in Linux
#5003 Date custom field focus and update issues
#5005 Split Transaction Dialog grows too big
#5012 "Split Transaction" not displayed in category field on Linux
#5019 Display 'Split Summary' infotip sometimes not displayed

Features/Enhancements:
#4971 Transaction report - add feature to group by "type"
#4987 Boolean and Date custom field improvements
#5016 Place focus in the Search field when Organize Categories dialog is opened

v1.5.19

Fixes:
#4698 Filters do not take into account transactions where the categories are split
#4881 "Manage Categories" window in a split transaction only opens for the first 2 split rows
#4886 After upgrading to 1.5.17 and 1.5.18 it does not keep the last category for a given payee.
#4887 After you have relocated a Payee successfully (confirmed) the dialogue box should clear from screen.
#4897 Account website URL validation failure
#4907 Display Share Accounts - the setting is not saved
#4911 Buttons become hidden on Split Transaction dialog
#4918 Change the term 'Scale' to 'Decimal Places' for the English translation of MMEX
#4919 Edit existing category name and entering a colon
#4921 Decimal custom fields do not retain values greater than 999.99 when editing a saved transaction
#4922 Crash when Transaction Filter includes a custom field

Features/Enhancements:
#4885 Search consistency for Payee and Category dialog
#4907 Display Share Accounts - the setting is now saved
#4934 Summary of Accounts - charts change (stacked Bar + Line)