iBank 3.1
  • When importing transactions arrow appears to indicate matched transactions
  • Fixed bug with scheduled transactions before a file is saved
  • Minor improvement to capital gains report
  • Improved forecasting
  • Fixed autofill bug with securities and security symbols
  • Changed iPhone sync keyboard shortcut to Command-Option-S
  • Fixed bug where it could be hard to set a category for a dividend transaction
  • Split info correctly appears in report's transactions
  • Fixed crash that could occur if a memorized transaction was missing an amount
  • When creating a loan account starting balance transaction's type is set to withdrawal
  • Fixed bug where category and budget monitor columns wouldn't be preserved between launches
  • Fixed bug where OFX connections from another user account would try to use a nil password
  • Minor improvements to printing transactions
  • Minor localization improvements
  • Fixed bug where one could transfer to the originating account
  • Fixed rounding error in loan calculations
  • Improved importing of OFX files with non US characters
  • Improved saving table columns in the portfolio view
  • Improved loading historical prices when many securities are selected
  • Minor improvements to smart accounts
  • Check numbers properly retained when copying and pasting
  • Improved smart accounts
  • Improved the loading of web pages in the internal browser
  • Improved QIF importing
  • Fixed bug when posting scheduled transactions
iBank 3.0.3
  • Fixed bug with categories list for scheduled transactions
  • Printing checks now pulls addrees book organization name correctly
  • Fixed a cost basis calculation bug
  • Fixed bug that could cause a crash if a security color was set to white
  • Scheduled transactions are checked every hour
  • More improvements to loan calculations
  • More improvements to return on investment calculations
  • Improved getting stock quotes when values are in pence
  • Improved creating smart import rules
  • Improved smart accounts for just fetching categories
  • Improvements to French localization
  • Improvements to the help file
  • Improved "repair database" script function
  • Improved printing custom checks
  • Improved iPhone syncing
  • Improved cash flow reports
  • Improved forecast fetching
iBank 3.0.2
  • Fixed bug where corrupt category colors could cause a crash
  • Improved updating fields in the check printing setup window
  • Improved stability of capital gains reports
  • Fixed pie-graph drawing bug when resizing the window
  • Fixed bug with smart accounts and sub-categories
  • Fixed sorting bug in reports
  • Fixed bug with scheduled transactions trying to make a category called "detailed"
  • Fixed bug where widget wouldn't set the transaction type correctly sometimes
  • Improved Applescript support
  • Fixed bug where a iPhone sync would sometimes enter incorrect check number
  • Improved OFX parsing
  • Fixed bug when making a new chart by pressing command-n
  • Improved importing option trades
  • Improved exporting report data in CSV format
  • Fixed bug creating a smart import rule without a payee
  • Fixed bug with reports and currencies
  • Improved calculating interest for non-monthly payment loans
  • Hopefully fixed crash that could occur when deleting an account
  • Fixed deleting a transaction bug
  • Improved drawing items in the source list
  • Can now correctly change a password with OFX direct connect if the server requires it
  • Improved setting the amount of a transaction
  • Minor improvements to iPhone syncing
  • Improved setting end date of new statements
  • Fixed bug where a deleted report could get stranded
  • Improved reconciling interface
iBank 3.0.1
  • Fixed bug where upgrade code wouldn't be retained if user changed their name or email since v2
  • Improved registration process
  • Improved calculating commissions when importing Quicken QIF files
  • Fixed cost basis calculation bug that could arise under some circumstances
  • Improved parsing QFX files with multiple accounts
  • Fixed bug with scheduled transaction transfers
  • Minor improvements to QIF importing
  • Transfers in charts now show up in reports
  • Improved setup assistant
  • Improved budget monitor display
  • Improved downloading security quotes
  • Hopefully fixed odd saving bug
  • Improved some localization issues
  • Hopefully fixed bug where some categories wouldn't show up in smart import rules
iBank 3.0 (official release)
  • Fixed issue with sometimes not opening last saved file
  • Fixed bug where charts could show duplicate categories
  • Improvements to importing Quicken QIF files
  • Improved importing QFX files
  • Improved OFX parser
  • Fixed bug where scheduled transaction items wouldn't display category after posting
  • Widget plugin is now universal binary
  • Improved smart accounts
  • Improved auto-complete in various places
  • Improved editing split scheduled transactions for loans
  • Imporved ROI and Cap. Gains reports
  • Basic support for British localisation
  • Fixed bug where last update column in portfolio would be blank
  • Fixed several other small bugs
iBank 3.0b13
  • Fixed importing QIF bug
  • iBank does a better job of opening last document
  • Improved importing speed
  • Fixed importing QIF splits bug
  • Hopefully fixed bug that could cause an infinite loop when searching
  • Fixed bug where a memorized item could be inserted with a nil title
  • Fixed autofill complete bug with capitalization
  • Fixed bug where splits view could appear badly
  • New reports get assigned user's default currency
  • Smart import rules now sorted by default
  • Hopefully fixed bug where table columns wouldn't be remembered
  • Fixed bug where accounts wouldn't show up in category list of import window
  • Improved loan calculations
  • Improved OFX support for some banks
  • Fixed bug where ROI reports wouldn't always update
  • Improved date localization in loans
  • Fixed bug where principal amount could be less than zero
  • Selecting an ROI report causes the portfolio mini-graph to be shown
  • Improved editing dates in list view
  • Fixed bug where indices could show up in ROI reports
  • Fixed bug (hopefully) where new categories would sometimes not show up in smart import rules
  • Fixed bug where securities wouldn't want to update
iBank 3.0b12
  • Improved editing splits behavior
  • Improved column resizing with small source list
  • Fixed bug with statements where amounts in splits would have their sign flipped
  • Improved creating new statements
  • Fixed bug when searching for split memos
  • Fixed where searching could cause a crash (hopefully fixed)
  • Improved setting category from contextual menu when a smart account is selected
  • Improved look of some graphs
  • Transaction editor remembers if it is closed or not
  • Improved tabbing through transaction fields
  • Improved localization of dates in loan setup
  • Alert panel now appears when you register iBank
  • Loans now correctly start on first payment date
  • Added more key bindings to the main menu
  • Fixed bug where split items were zeroed out in scheduled transactions sometimes
iBank 3.0b11
  • Fixed bug with payee address field in check printing
  • Fixed deleting budget items bug
  • Improved French localization
  • Can reset alert dialogs in preferences
  • Fixed bug where Scheduled Transactions would fail to load because of a bad value
  • Fixed bug where the same transaction could keep getting downloaded via OFX
  • Improved creating smart import rules
  • Improved stability
  • Improved the QIF export function
  • Tentatively added Money Market and Line of Credit account types
iBank 3.0b10
  • Fixed odd bug introduced in b9 that led to general instability
  • Improved .mac backup: data file is compressed and then uploaded
  • Improved importing transfers from Quicken data
  • Fixed bug with check #s and transfers
  • Fixed bug where currency titles wouldn't update when making a new account
  • Added bi-weekly loan support
  • Portfolio graph is filled if only viewing one stock
  • Fixed image scaling in list view
  • Added category column to investment import window
  • Improved applying exchange rates
  • Fixed adding an account bug when a different account was already selected
  • Fixed bug with uncategorized transactions not showing up in some smart accounts
  • Fixed bug with dragging and dropping a transaction to make a new scheduled transaction
  • Improved showing splits in thumbnail view
  • Portfolio pie graph now shows market value of each stock
  • Can choose to show % gain/loss or stock price in portfolio graph
  • Improved copy and paste
  • Improved drawing background colors
  • Improved iBank on iPhone
iBank 3.0b9
  • Fixed bug with closing a document when certain items were selected
  • Fixed date localization bug in Statements view
  • Fixed bug were payee wouldn't refresh in thumbnail view sometimes
  • Fixed sorting bug when searching
  • Fixed bug with reports when working with all dates
  • Improved searching
  • Fixed bug with resizing row height
  • Fixed drag and drop bug
  • Fixed bug with check printing where memo wouldn't appear
  • Fixed bug with deleting account groups
  • Fixed deleting account bug
  • Improved speed when deleting reports
  • Setting loan amount sets account minimum balance
  • Fixed rounding error bug with investments
  • Portfolio graph draws % for y-axis
  • Fixed stalling issue with password protected data files
  • Hopefully fixed category sorting bug in Smart Import Rules
  • Some thumbnail view table column widths adjust for screen resolution now
  • Add preference to view source list big or small
  • Added menu item to disable an account's online access
  • Minor improvements to check printing
  • Fixed bug where stock quotes wouldn't want to download sometimes
  • Fixed a few other minor bugs
  • Added menu item to show import window
  • Minor improvements to drawing graph axis labels
  • Fixed bug where OFX wouldn't work for some banks (like USAA, for example)
  • Improvements to iBank on iPhone
  • Added delete confirmation dialog
iBank 3.0b8
  • Intial public beta release
  • Fixed minor bug with forecast graphs
  • Improved auto-fill
iBank 3.0b7
  • Support for Citibank OFX
  • Fixed several minor bugs
iBank 3.0b6
  • Many improvements across the board
iBank 3.0b5
  • New category creation always shows a sheet
  • Added ROI report type
  • Added new toolbar items
  • Fixed bug with duplicate categories showing up in many pop-up lists
  • Several other minor improvements
iBank 3.0b4
  • Had to change data model again, b3 files WILL NOT OPEN in b4...sorry
  • Improved drawing images in pie graphs (again)
  • Images written out as PNG files now
  • Improved search for sub-categories
  • Improved categories in contextual menu
  • Impoved combine categories feature
  • Fixed bug where Portfolio wouldn't update if the document was just created
  • Fixed bug where you couldn't set some attributes of scheduled transactions
  • Scheduled transaction editor is suppressed like regular transaction editor
  • Hopefully fixed bug when deleting category items from a report
iBank 3.0b3
  • Improved report reliability
  • Optionally generates Quick Look previews
  • Can specify if you want a report to be included in the Quick Look file
  • Thumbnail view dates should now localized
  • Compatibility with new widgets
  • Improved image refreshing when changing a category
  • Fixed OFX bug
  • Improved thumbnail image caching
  • Can now search for "cleared==0" or "reconciled==YES", for example, to see your reconciled/unreconciled transactions
  • Minor UI changes
  • Had to remove some OFX banks from the list, because they don't actually support OFX, just screen-scraping (which iBank doesn't do)
  • Can drag and drop URLs onto accounts to set their website address
  • Minor tweaks to closing documents, should fix a rare crash and hopefully doesn't introduce anything new!
iBank 3.0b2
  • Data files created with iBank 3.0b1 will NOT OPEN in iBank 3.0b2
  • Fixed bug where OFX setup could display wrong account name
  • Removed Save As... menu item until this functionality can be reliable
  • Hopefully fixed crasher when setting up online transaction downloads
  • Improved OFX downloading
  • Added to the list of OFX banks
  • Can suppress the Edit Transaction alert dialog
  • Holding down the Option key at launch will prevent the last opened document from opening
  • Password protection enabled
  • Minor improvements to undoing a transaction delete
iBank 3.0b1
  • Initial release

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