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Moneydance 2014 preview release changelog

Ethan Tupelo -

This document contains detailed information on the changes between builds of the preview beta releases of Moneydance.  The latest preview beta release can be found at instructed by the support staff or if you want to experiment at your own risk, most users should only use the latest stable release from the main download page, at  If you downloaded Moneydance from another source such as the Mac App Store, you should only download the version available from that source, as none of the above versions will recognize your purchase under that other licensing system.
Build 984:
  • Fixed exception when displaying accounts specified by their name in account popups (as in when using the MoneyPie extension)
Build 983:
  • Added GoDaddy Root CA G2 certificate and allow it to be used for OFX connections.
Build 981:
  • Prefer initiation date to settlement (or posted) date for downloaded transactions.
Build 980:
  • Some build module configuration changes
Build 979:
  • Added the X-MoneydanceVersion header to the HTTP requests sent during Wifi sync
  • The encryption method used by Wifi syncing is now selected based on the presence of the X-MoneydanceVersion header
Builds 976-978:
  • Use PKCS5 encryption padding during wifi syncing
  • Code-sign the windows installers if given a reference to the p12 key+certificate file and a passphrase to decrypt it
Build 975:
  • Added ability to get and set the focus of transaction editor components based on their location in the editor grid (i.e. row, column)
  • Sort categories by type and then by hierarchy+name
  • In netsync extension disable dropbox functions if running in a version of Moneydance that doesn't have built-in dropbox syncing
  • Disable and re-enable the print button in account/category list window, because a double-press could get things into a weird state
Builds 973-974:
  • Added logging of full file path when opening any file (to make it easier to help people figure out where they saved their data)
  • Fixed problem when bi-weekly budget items are edited
  • When sending an online payment from a reminder notification, select the online payee with the name that matches the transaction description.  If there is no match, don't select any payee by default. (needs further testing)
Build 971:
  • Fixed decoding of encrypted file metadata which, if there were certain international UTF8 multi-byte characters in the encryption password hint, could lead to that metadata nearly doubling in size after every close-and-reopen of a file, which would quickly grow to immense sizes
Build 970:
  • Write old transaction ID to sync info
  • Set local transaction date for online payments to the date returned by the bank in the send-payment response
  • Prevent lockup that could happen when applying many background changes (such as importing) while a register showing the updates is visible
Build 969:
  • Remove ancient (and incorrect) property setting for "awt.useSystemAAFontSettings"
  • Add setting for to hopefully resolve some connection problems on windows or setups with badly configured IPv6
Build 968:
  • Fixed bug in html extension list generator
Moneydance 2014.4, Build 967:
Please note, this list may contain fixes included in previous preview builds
  • Fix to HTTP cookie handling and added Entrust Certificate Authority, allowing connections to Edward Jones brokerage.
  • Allow bank account OFX files to be imported into investment accounts
  • Quick-entry of transactions uses the correct direction (deposit vs payment) depending upon the direction of previous transactions with the same description
  • Fixed behaviour of new-transaction action in investment accounts if the normal or bank register hasn't yet been selected
  • When importing data directly from Quicken Essentials, use the current locale to determine the base currency
  • Drag-and-drop is now used to reorder items when editing the items in the check number list
  • Allow investment accounts (such as Morgan Stanley Smith Barney) that are presented as bank accounts from OFX servers to still download
  • Run QIF import in the background to avoid freezing the UI if imports take longer than a few milliseconds
  • Account/category popover is now at least as wide as the register column that spawned it
  • Fixed layout of security selector in the security details panel
  • Fix HTTP redirection handling, which recently affected the quotes/rates extension
  • No longer show useless square brackets around tags in the split transaction window
  • Added option to use bank or local dates when merging downloaded transactions
  • Un-invert prices of downloaded transactions that are automatically added to the security history
  • Show a scaled down copy of the window instead of the app icon when minimised to the dock
  • Fixed archiving when option to only removed cleared transactions is selected.
  • Now include thousands separators in amounts on printed checks
  • Enable sub-pixel anti-aliasing in report viewer (only applies to windows)
Build 956:
  • Updated icons for date/calendar popover mini buttons.
  • Added Java 1.6-compatible border constructor for attachments panel, so that it works on pre-lion Mac versions
Build 955:
  • When the option to use the bank’s posting date for downloaded and merged transactions is enabled, set the tax date as well as the regular date field.
Build 953 and 954:
  • Un-invert prices of downloaded transactions that are automatically added to the security history
Build 952:
  • Enable sub-pixel anti-aliasing in report viewer (only applies to Windows)
  • Small change which fixes problem with importing currency/stock history from transactions
Build 951:
  • Add rendering hints according to the graphics toolkit’s suggestions.  This causes all text to be drawn with sub-pixel anti-aliasing where supported.
Build 950:
  • Added option to use bank or local dates when merging downloaded transactions
Build 949:
  • Included PDF renderer library in pre-lion app bundle
  • Fixed archiving option (previously, if set to only remove cleared transactions, only uncleared transactions were removed)
  • add setting awt.useSystemAAFontSettings=on to hopefully improve fonts
Build 948:
  • Thousands separators are now in amounts on printed checks
Build 947 (released as stable release 2014.3):
  • Added fix to properly close PDF files when generating previews, allowing Windows to open the file
Build 946:
  • Be more flexible in what we'll accept for an HTTP status response line (allows direct connections to Mercer to work again)
  • Fixed budget date range selection indicator when showing a weekly budget


Build 945:
  •  Fixed certain instances where program would hang using OSX Mavericks (10.9)
Build 944:
  • Fixed bug that prevented budgets from loading at all in OSX Snow Lepoard (10.6.8)
  • Removed needless blank space at bottom of reminders panel
Moneydance 2014.2 (943)

  • Added ability to create old style (pre-2014 format) budgets (aka mixed interval budgets)
  • Fixed bug that sometimes showed the new budgeting interface for old-style budgets
  • No longer show inactive categories in budgets
  • Prevent budget columns from shifting position when the all/budgeted/active toggle is changed
  • Fixed bug preventing budgets from opening in new windows
  • Fixed date selection bug in monthly budget panel


  • Fixed bug in transaction filter reports based on filtering by categories
  • Added next-30-days and next-month options to home page expense graph view

Bank connections:

  • Updated certificates to enable connections to Barclays SPIC
  • Updated certificates to allow connections to Mountain America Credit Union (and others)

General interface improvements:

  • Fixed bug in which using the keyboard (or context menu) to delete splits in an edit-splits window would cause duplicate transactions to be recorded
  • Fixed bug that would cause a freeze upon editing a stock split
  • Fixed bug preventing display of stock splits in the security history window
  • Fixed date picker and ability to type while the graphical picker is active
  • Fixed category suggestion popover so that it doesn’t show categories/accounts that are not appropriate for the context
  • Suppressed create-new-category shortcut depending upon context
  • Smoother scrolling on home page
  • Fixed account selector popup so that mousing over highlights the item under the cursor but doesn't actually change the selection until clicked
  • Fixed bug preventing the main account selector popup from updating along with sidebar selection
Moneydance 2014 (general new features in initial release)

Enhancements and new features

Auto-completion of sub-categories when typing.
For example when entering a transaction with the category Automotive:Fuel, instead of typing Au:Fu you can just start typing Fuel.

Creation of new categories from within account registers.  Start typing and if the program doesn’t recognize it as an existing account, category, or sub-category you’ll see be given the option to create a new category of with that name.

Attachments to Transactions

  • Attach images, pdfs, and other files to transactions
  • Attach by right clicking on a transaction and selecting "Add Attachment", or by dragging the image file onto a transaction
  • Once a file is attached to a transaction a copy will be stored in the Moneydance data bundle and the original can be deleted (if desired)
  • It is possible to have multiple attachments on a transaction
  • A paperclip icon indicates transactions which have attachments
  • Clicking on a transaction which has an attachment will display a thumbnail; clicking on the thumbnail will open the attachment.
  • When archiving if a transaction is archived the attachments will also be archived

Enhanced Investment account capabilities

  • New bank register interface
  • Able to print checks from Investment Accounts
  • Supports entry of tags
  • Supports entry of split transactions
  • Add auto complete to security selector for investment transactions
  • Security history prices are now sorted with newest entries at top

New budgeting interface

  • Entirely new budget interface with the ability to budget weekly, bi-monthly, monthly, and annually
  • New filters make it easy to see all categories, budgeted categories
  • Easy to enter variable amounts (for example $200 for January, $300 for February, etc).
  • Click on column header to "Copy and rollover previous period," "Copy previous period," or "Use actual spending from previous period" for all categories

New Search Box capabilities

  • Transaction entry- Start typing and create a transaction (from the homepage or account register). Description and category are guessed by the program but can be edited as desired
  • Currency calculator- Enter an amount such as £ 15 and see the amount converted into all currencies stored in the data file (requires installation of the Quotes and Exchange Rates extension, or use of the Mac App Store version of the program which has this extension built in)
  • Searching works as normal- searching from within a register is only that register, searching from the homepage searches across all accounts.

Other Tweaks

  • Merged transactions (manually entered merged with downloaded or imported transactions) will keep the bank's transaction date
  • Remove File->Delete menu item
  • Add File->Save Backup menu
  • Added “Fiscal year to date” range to graphs and reports
  • Add auto complete to security selector for investment transactions


Bug Fixes


  • Loan reminders do not auto commit properly
  • New transaction control does not show correct field labels.
  • Add Payee Dialog add button too small with ""Windows"" Java style
  • Reminders Calendar grey out happens after refresh
  • Directly opening a data set from the file system doesn't open that data set in Moneydance
  • Data sets with _ in the name cause the Welcome screen to open
  • Special characters in folders aren't recognized by Moneydance

Investment accounts

  • Resolved issue with connections to Morgan Stanley Smith Barney
  • Cost basis error for a multi-lot stock that splits
  • Unable to download bank type transactions in investment accounts
  • Security Price history should be sorted newest to oldest

Graph and Report bug fixes

  • Advanced search OR operator does not work with memo
  • Portfolio report All % makes no sense
  • Header categories shown on pie graph results in double entries
  • Sign errors in Transaction report with Include Sub-Accounts
  • Subtotal by time period breaks Transaction Filter Report
  • Change transaction report to use the currency on the transaction in the selected account


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