The Infinite Kind Blog

After a long wait, Moneydance 2010 is now within reach! Here are some of the improvements and new features you can look forward to with the new version. The new sidebar allows single-click access to all account registers, graphs, reports and budgets.

Moneydance can optionally download all connected online accounts in the background. All downloaded or imported OFX/QFX/OFC transactions will go directly into the register and use a simpler new method of “cleaning up” downloaded transactions. If you trust the transactions that download from your bank then you don’t need to do anything.

The new version has improvements in many other areas including budget status reporting, capital gains reports as well as editing and reporting on tags.

Users who purchased Moneydance on or after March 28, 2008 will receive a free upgrade to MD 2010. Purchases prior to then entitle you to a half price upgrade. Moneydance 2010 does not yet have a final release date or price, but we will let you know when these decisions have been made.

Moneydance 2010 is now available for beta testing! (http://moneydance.com/trac/wiki/Moneydance2010Beta).

We invite you to download this beta release if you are willing to report bugs and help us track down issues that may have arisen in this new version.  Please do not use this version for your primary use yet, there are still a few bugs and kinks that need to be worked out.  We would like you to know that this is not a final beta version, as additional features are still being added to Moneydance 2010.

Update: [2009-07-14] We’ve received all of the beta requests we can handle right now. Any further requests to be part of the beta unfortunately cannot be accepted. I hope you’ll stay tuned for the final release!

We’re happy to announce that we’re finally ready to begin external beta testing of the Moneydance iPhone application. We have asked anyone who was interested in beta testing the app to respond to this thread on our old customer support forum, however that forum does not allow us to send private replies to all posters or to get the email addresses for anyone who has posted to the thread. For this reason, I have to ask anyone who is interested to contact us directly (again) so that they can be part of the beta program.

If you are interested in the program, please email the following information to beta-signup@moneydance.com:

• Your iPhone or iPod Touch device ID. Here’s how to find it
• Your full name and email address
• The type of iPhone or iPod Touch device (iPhone: 1st gen, 3G, 3GS, or iPod Touch 1st gen, 2nd gen)
• The login name you used to post to the getsatisfaction iphone app thread

Also, please note that we are limiting the beta process to the first 50 (or so) people who posted to the thread on our support forum. We may add a few others, especially in cases where the first 50 have different configurations (for example, those with 1st gen iPhones).

Yes, we do know that it is now 2009 and has been for nearly six full months. There were just a few minor updates to the 2008 line that we thought you might need to tide you over until MD2010 is released. It is embarrassing to admit, but what we were calling Moneydance 2009 will now be called Moneydance 2010, although it will still be released this year (planning for around October).

Another goodie that will be released (as a private beta) any day now is the Moneydance iPhone (and iPod Touch) application. This is an app that synchronizes with the desktop Moneydance and allows you to record transactions and check out your balances while you are out and about. When you get home it will seamlessly sync with your desktop over wi-fi. We’re very close to a beta release with only a few bugs to iron out. If you’d like to be a part of the private beta, post a message to this thread.

As for today’s update, here is the list of things that have changed since MD2008r3:

• Workaround for Java 1.6 launcher incompatibility on Mac OS X
• Fixed memorization of expenses graph
• Fixed bug in 'dashboard' net worth graph to properly account for stock splits
• Added most recent OFX CA certificate
• Fixed bug in online banking when there are multiple accounts per bank
• Fixed bug in online connection setup that caused the same account to be listed multiple times for some connections
• Fixed duplicate transaction prevention that caused investment transactions (and some others) to reappear after having been accepted in a previous download
• Fixed bug in which the APR field is not saved for CDs
• Fixed bug that caused editing a tag to delete it
• Added Verisign Class3 CA Certificate to enable ofx.americafirst.com to keep working
• Made OFX downloads for BANK accounts with type CREDITLINE map to credit card accounts instead of bank accounts
• Updated OFX account info selection and connection handling to better support account information retrieved from banks as well as connections in which the bill payment account information is different from the transaction download information
• Removed Command-D/Ctrl-D shortcut for deleting instead of downloading(!) a transaction
• No longer attempt to retrieve updates to already connected financial institutions from moneydance.com
• Popup date picker now hides after a date is clicked.
• Popup date picker no longer displays if there isn't enough room in the window

You can get the update from the usual place.

If you’ve been reading the Moneydance support forums and mailing lists you know we’re working on a lot of projects at once here at the The Infinite Kind, LLC. So many things that we need a bit more people-power to make it all happen. If you or someone you know is interested in being part of our team, now is the time to join us. We are looking for one programmer (mostly Java/Swing, but a little Objective C would be nice) and someone to help support our customers. Please click “read more” to check out the ads and contact us if you are interested.

Java/Swing Programmer

The Infinite Kind, LLC is looking for a highly motivated Java coder to work for a rapidly growing independent software company.

Successful candidates will be responsible for helping design and code user interfaces for our desktop software as well as the model and controllers that tie it all together. Obsessive attention to detail is desired on our quest to release software that people find beautiful and enjoy using.

We want someone who:

• knows Java inside and out
• writes custom JComponents for fun
• can work at least 15 hours per week
• has completed or is working on a CS (or similar) degree

The best candidates will:

• be familiar with Mac OS X and tools like Xcode
• be friendly with a unix command line
• dabble with other languages (especially Objective-C and iPhone SDK)
• be able to show their coding abilities with past projects
• do a dance of victory after squashing the hardest bugs
• know the difference between DSA and RSA
• show disdain for tabs in source code
• be familiar with lots of open source (esp. Apache Foundation) projects
• prefer Python to Perl

You want work that:

• lets you work in a coffee shop or your pajamas (or both)
• will be used by tens of thousands (soon millions!) of people
• is on a 1099 basis (contracting, not hiring)
• lets you exercise your creative and inventive side
• supplies you with an iPhone and sweet laptop

Customer Technical Support

Our business is growing and really needs someone to help answer questions from our customers. The job requires about 20 hours per week but there’s additional work to be done (blogging, writing documentation, etc) if you’ve got more time. You can work anywhere that you’ve got a computer and internet access. You can work in a coffee shop, your home, or an undisclosed location (no former Halliburton CEOs please). The ideal applicant can work a few hours per day so that customers get a quick response. You should have your own computer to get started but if you’re a good fit I’ll supply a nice new laptop.

Required:

• familiarity with installing and using software on Mac OS X, Linux and Windows
• ability to trouble-shoot problems based on sometimes minimal descriptions
• patience with inexperienced users, technical skill to keep up with the experienced ones
• reliability

Desired:

• Someone who has used personal finance software to download transactions and/or pay bills online
• Someone who enjoys working without someone standing over your shoulder
• Someone who enjoys interacting with lots of different people

Please send resume/CV for both positions to jobs@moneydance.com

I’ve got a bad habit of waiting too long to make public releases of Moneydance. It is far too easy for me to keep making bug fixes and improvements to the ‘preview’ line of Moneydance and forget to update the stable line which most people use. Well, the wait is over and Moneydance 2008r3 is now out with a long list of improvements and bug fixes (see below).

With this release, and the completion of a recent server move, I will now focus all of my energies on two areas:

Moneydance 2009. There are lots of great changes in the works for MD2009 which I’ll now be able to give more attention and love. The big improvements are better reporting (including filtering by tags), making online functions require less interaction, and an even more streamlined/intuitive interface for things like budgeting. I’m aiming for a release near mid-February, but can’t make any promises.

iPhone app. The new Moneydance iPhone/iPodTouch application is coming along nicely. It synchronizes accounts and transactions with Moneydance over wi-fi and lets you enter transactions on the go which are then loaded into your desktop Moneydance when you sync. The app is fairly basic right now, but is getting close to being ready for an alpha release to a limited set of testers.

If you’ve already got Moneydance you can click on the “Check for new updates/extensions” link on the ‘home’ screen or you can get it from the download page. Here is the detailed list of improvements in Moneydance 2008r3 (compared to 2008r2):

• Fixed main window sizing when running on windows and Moneydance is quit while the main window is minimized
• Fixed column header display in income category registers
• Homepage graph now shows grouped income/expenses in terms of base currency
• Disabled payees are no longer shown in 'Send Payment To...' menu
• More fixes to help window (only applies when running on older systems)
• Added cmd/ctrl-D shortcut for downloading transactions in investment register
• Fixed bug preventing preferences window from appearing when running on older systems
• Fixed some keyboard focus issues in transaction register and splits window
• Fixed calculation of semi-annual items in budget report
• Fixed keyboard focus in account/category popup on linux
• Fixed formatting of some security values in the register (removed extra comma)
• Fixed focus/flicker problem in some secondary dialogs
• Added button to reset the date used for synchronizing downloaded transactions
• Fixed bug in income/expenses home page graph when values of different currencies are added without conversion
• Fixed bug in which investment transaction reminders do not record
• Fixed out-of-memory errors when archiving large files
• Fixed bug in which batch-changing the description field doesn't change the 'other side' of non-split transactions
• Fixed change in transaction entry field appearance after recent update to Java on Mac OS X
• Removed one pixel border from pie charts
• Fixed bug caused by incorrect (or non-existent) sorting of budget items
• Fix cleanup of temporary file when saving on systems that don't allow renaming files over existing files
• Fixed parsing of certain OFX 2 response headers
• Include .png files in user guide
• Changed line border for home page panels to match the toolbar background (light gray)
• Modified account boxes on home page to show accounts with no name a bit more normally
• Fixed bug in which having more than 512 currencies or securities would hose Moneydance if the exchange-rate/stock-price panels were set to appear on the home page
• Fixed problem with incorrect offset of day headers in French and other week-starts-on-monday locales
• Most error messages are now selectable to enable copy-and-paste

Dave Wilson is thrilled to release Payoff! 2.00, an update to his Moneydance debt utility. This release includes:

• a new HomePage View, for quick info about your debts
• a Charts section, to get a picture of your payoff timeline and a composite view of your current debt and payment information
• a combined interest rate, get the weighted average of all our debts' interest rates
• quick buttons in the schedule to jump to the payoff dates
• balance remaining and interest paid information in the schedule
• a new icon
• plenty of bug fixes and cleanup

You can update or add Payoff! 2.00 now directly from within Moneydance by clicking the “Check for new updates/extensions” link on the main screen or by selecting the Extensions->Add menu.

Please submit any bugs or enhancement requests via the Moneydance Trac system at http://moneydance.com/trac. Be sure to select the “payoff-extension” component when submitting information in the Trac system. Feel free to contact Dave about Payoff! 2.00 by sending email to payoff@everydave.com