Personal Ledger Release Notes

• Version 1.1.2
  01/16/10

  Enhancements:

  • Added confirmation dialog and warning about unsaved changes when editing a transaction, with the ability to save, discard changes or continue editing.
  • Sort transactions by time of modification in addition to sorting by date.
  • Hotkeys Command + 1, Command +2, ... Comand + 7, to open the corresponding tab. Added "View" menu that lists all Personal Ledger tabs.
  • Improvements in the AutoFill algorithm.

  Fixes:

  • Fixed incorrect restoring of SplitView size and position when you start the application.
  • Fixed incorrect restore the previous size of the window when you start the application.
  • Fixed not working AutoFill sub-transactions.
  • Fixed some flaws in the graphic reports.
  • Fixed other bugs and shortcomings.
• Version 1.1.1
  01/06/10

  Enhancements:

  • Added ability to hide your report settings and filters. Previously, when a large number of settings or active filters, there was little room for reports. This problem is now resolved.
    Status of report settings panel (hidden or not) are saves in the Preferences and restores at startup.
  • Some fixes and improvements in graphical reports.
  • Removed time restrictions of trial version.

  Fixes:

  • Fixed some errors and shortcomings.
• Version 1.1
  12/31/09

  New features:

  • Import data from QIF format.
    Ledger is trying to determine the correct format for dates and numbers. If it can not unambiguously determine the format, it offers the most likely and ask.
    Supports multicurrency. If you import a new account, then Ledger prompts you to select the currency for a new account. All transactions relating to this account will be given in this currency.

  Improvements:

  • Changed the kind and format of the cells of the transactions table.
    The format of the column with the Designation of the transaction is changed to a combination of Designation, Contact and Category (or Account name) on two lines. Designation in black, the rest on the second line - gray.
    The format of the column with the Amount changed to a combination of Amount and Currency (the Currency on the second line - gray).
  • Now the transaction attribute "Designation of payment" is not mandatory.
  • AutoComplete fields when entering the attributes "Contact" or "Type of transaction" now works correctly in the absence of "Designation of payment" and the field itself "Designation of payment" can now be auto-filled.
  • Some optimization and improve usability.

  Fixes:

  • Fixed some bugs and shortcomings.
• Version 1.0
  12/10/09

  Fixes:

  • Fixed some bugs and shortcomings.

  This version of the Personal Ledger is the first version with the status of Release.

• Version 0.8.0 (Beta)
  12/01/09

  New features:

  • Added work with documents.
    Added ability to save the document in any place, save a backup copy, download the document from any location. The ability to create new documents based on the template.
  • Demo document included in the application and displays when you first start the program.
  • Added full Personal Ledger Help.

  Fixes:

  • Fixed some bugs and shortcomings.
• Version 0.7.0 (Beta)
  11/06/09

  New Features:

  • Added an interactive graph balance of selected accounts on the tab "Accounts"
  • Added an interactive graph of the exchange rates dynamics of selected currencies on the tab "Currency"
  • Added an interactive "pie chart" the distribution of transactions by category on the tab "Transactions"

  Improvements:

  • The user interface has become more convenient, nice and friendly.
  • Improved performance when dealing with huge amounts of data, especially the accelerated load and start the program.

  Fixed:

  • Fixed some bugs.
• Version 0.6.1 (Beta)
  10/09/09

  Improvements:

  • Improved autocorrection of prices, quantities and amounts, if they are inconsistent with each other after rounding up to cents.

  Fixed:

  • Fixed a bug introduced in version 0.6.0, due to which it was impossible to change the sign of the transfer amount (the direction of transfer) from one account to another.
  • In the report "Accounts Balances" was fixed a wrong calculation of the total planned balance of accounts (for planned transactions), if for example, some accounts has no planned transaction.
• Version 0.6.0 (Beta)
  09/29/09

  New Features:

  • Added Accounts Balance Report.
  • Added Linear or Column Representation of data in 3D Report View. Detailed information displayed on each node under the Cursor.
  • Added ability to hide a summed value in 3d Report View.
  • Added ability to show a negative values and switching between absolute and factual values.
  • In case of great number of nodes, curve displayed smoothly, yet user is able to select a node.

  Improvements:

  • In some cases, transaction values after being rounded to cents, was not even, causing validation failure. Only solution was to fix it manually. At the current version ones are automatically fixed to the most appropriate values.

  Fixed:

  • Beta-version update crashes on expiration.
  • Fixed some bugs in scheduler.
  • After adding and then deleting the date filter in Transactions Tab, the list of planned transactions has not being changed.
  • Autofill on transactions not always using the latest and most actual suggestions.
• Version 0.5.0 (Beta)
  09/10/09

  New Features:

  • Interactive 3D Report View. Interactive 3D Report View lets you to browse through various statistic data in visually appearing and comprehensive way. Elements in Report View can be expanded by Mouse Click, letting you get easy access to details. To use Interactive 3D Report View:
    -Rotate by holding the Left Mouse Buttom
    -Zoom by Mouse Wheel
    -Pan horizontally by Mouse Wheel and vertically by Mouse Wheel + Command Key.
  • The Category report is displayed as the Radial Diagram. Its allows you to navigate through the data hierarchy. Use the Left Mouse Button and "Back Button" (Gray Arrow at the left upper corner)
  • The Category and Time Report now displayed as 3D Rows. To display an information on particular row, put the mouse over it. To select the category, select it from the Legend List below.

  Fixes:

  • Minor bugs and memory leaks fixed
• Version 0.4.0 (Beta)
  08/08/09

  New Features:

  • New Reports system.
  • Added basic Reports:
        - By Categories;
        - By Projects and Categories;
        - By Categories and Time.
    
  • Added Reports customizing.
  • Reports settings and Filters sets used for their building are stored in the tree on the left.
  • Implemented an automatic migration of data from release to release. Migration also works on MacOS 10.4

  Improvements:

  • Added and replaced some icons, including the Application icon.
  • The filters are stored in a data file. Before the filters were stored in the User Preferences, and now in the data file.
  • Lots of code rewritten and optimized
  • The small improvement in the appearance of the program.

  Fixed:

  • Fixed some bugs in scheduler
  • Fixed bug which occurs sometimes when editing transactions. Income transactions sometimes considered for expenditure and this could cause problems with pricing / commission / amounts
  • Fixed bug editing projects, and categories in MacOS 10.4.
  • fixed other minor bugs.
• Version 0.3.2 (Beta)
  05/23/09
   Initial Beta version.