The Infinite Kind Blog

The upcoming Moneydance+ is easily the most significant update to Moneydance ever. It makes online banking accessible to far more people than ever before, but also raises privacy questions and the dreaded S word: subscriptions. This article is meant to describe our approach to privacy and security, answer these questions, and explain our new (entirely optional!) subscription pricing.

We’re so happy to announce the latest update to your favorite money manager. A plethora of big-deal improvements await you after a quick download. If you’re using a Mac you’ll notice a fresh native interface including automatic switching between dark and light modes. Tinkerers will be pleased with support for Python-based extensions. There are almost too many small improvements to list, but we think you’ll enjoy the numerous bits of polish and tweaking as well as plenty of bug fixes. With Moneydance 2021.1 maintaining your personal accounts and checking your cash flow will be the highlight of your day.

As always, with Moneydance you never need to give up any privacy or allow your banking data to flow through any faceless corporations. Your data is never accessible by anyone but you and your banks.

Available for immediate download from our site and very soon from the Mac App Store and Microsoft Store.

• Overhaul to Python extension support. It is now possible to build and package extensions to Moneydance that are fully implemented in Python. Further, Python extensions can declare supported entry points, allowing extensibility for deeper integration
• Native interface including automatic switching between dark and light mode on macOS, obeying the system setting for auto-hiding scroll bars
• New preferences tab with appearance settings, including the ability to select any font you like and change the color theme without requiring a restart
• Fixed crashes on macOS when using multiple monitors
• Fixed conflict with the macOS 11 (Big Sur) open-documents-in-tabs setting
• Fixed highlighting of future transactions in the register
• Fixed issue with saving the relative base currency for securities
• Improved settings for check number popup and auto-completion, including the ability to have account-specific settings
• Fixed error when generating a budget report in certain circumstances
• Handle invalid dates properly when reading OFX
• Fixed bug when importing or un-archiving a file when the main moneydance window is not yet open
• Fixed bug in automatic updating of online banking connection parameters
• Skip shared folder metadata files with dot prefixes when scanning for sync updates
• Resolve some summary screen drawing errors after importing or syncing
• The account properties editor now shows the correct name for the summary/root account
• Enable (end-to-end encrypted) tunneling for OFX exchanges with certain banks. This permits connections to financial institutions with special security requirements, such as Schwab and Fidelity
• Restored custom TLS layer settings for connections requiring custom tweaks (including Fidelity)
• Ensure that all currency snapshot information is included in JSON exports
• New file encoding options in QIF import settings window
• Ensure that the destination account is remembered when importing QIF files info new accounts
• Fixed bug that often caused currency inconsistencies when the base currency was changed
• Properly handle http proxy success responses
• Tweaks to OFX support to allow connections using minimal http headers
• Securities displayed under investment accounts on summary page now show the configured security suffix rather than "Shares"
• Fixed window title when showing details of summary account
• Sidebar tweaks, including fixing header row indentation
• Update popup date picker to respond to color scheme changes and pick a date on mouse-up rather than mouse-down
• Updated certain native libraries to enable code signing on the mac, avoiding scary warnings for Python-based extensions
• Set moneydance_extension_loader variable in Python extensions that refers to the extension's class loader
• Obey minbuild and maxbuild extension requirements at runtime (not just install time)
• Fixed bug when sorting by the check number column
• Miscellaneous internal graphics/UI improvements
• Improve account/category selector when editing a transaction assigned to an inactive category or account
• Don't add an escrow split to auto-commited loan transactions if the escrow amount is zero
• Fixed bug in which the the sync base folder wasn't being created when setting up syncing on a new Dropbox Folder
• Fixed horizontal alignment of printed report titles
• Fixed font selection in printed reports
• Obey text file encoding parameter header in OFX 2 XML headers
• Fixed OFX header processing in OFX2 files
• Summary page stock prices panel now shows full price rather than currency value
• Fixed warning banner colors when an unverified extension is loaded
• Fixed sorting and grouping issue in Investment Transactions and Transaction Filter reports
• Fixed parent account name display in parent setting for credit card, liability, and loan account information

Hello Moneydancers! We think you’re really going to love today’s update to your favourite privacy-preserving financial software. Today we have a beautiful fresh appearance with rounded rectangles, antialiasing, and a generally smoother experience, but the changes aren’t only skin deep. We have a massively improved syncing engine with end-to-end encryption, ensuring that no matter how you sync between devices you need not worry about anyone getting a peek at your precious financial data.

In addition, our embedded browser has had a major behind-the-scenes upgrade which will let it work with many more banks to access your transactions directly from within Moneydance, even if the bank has no online banking other than their web site. The best part is that you don’t need to give up any privacy or allow your banking data to flow through any faceless corporations. With Moneydance, your data is never accessible by anyone but you and your banks.

Available for immediate download from our site and very soon from the Mac App Store and Windows Store.

• App-wide interface refresh
• Massive improvements to embedded browser functionality
• Automatic importing of transaction files from embedded browser
• Syncing performance and reliability improvements (iCloud coming soon)
• Smoother process for importing from all downloaded account types
• We no longer register as an editor for the .md file extension. We used it first, but now it's Markdown's turn
• Low-level syncing fixes including dealing with future-dated changes
• Increased tolerance for invalid values in downloaded files (including DTSTART tags)
• Welcome Window is now interactive if returning from a canceled password prompt or other failed file loading
• Improved default printed check layout format
• Improved scroll bar UI auto-hiding
• No longer use a monospaced font for amount column table headers in the account/category windows
• No longer include base-currency history when determining the date range for a currency/security history graph
• Updated and added bundled python libraries

I hope you’re ready for another quick update to your favourite privacy-preserving budgeting software. As with the last update Moneydance 2020.1 is a FREE update to everyone who already has a valid license to Moneydance 2019.

Available for immediate download from our site the Mac App Store and the Windows Store.

We’re excited to release a load of improvements to your favourite personal finance software. In addition, Moneydance 2020 is a FREE update to everyone who already has a valid license to Moneydance 2019!

Available for immediate download from our site, and very soon available on the Mac App Store as well as the Windows Store.

Moneydance is ready for Summer with the latest update, 2019.3! Now available in all the usual places: directly from us (recommended), the Mac App Store, and the Windows Store.