Version: 4.3.5
Release date: 5-4-2012
- Bugs fixed
- Error during WIFI sync "the file 1.hub couldn't be removed" after upgrading to 4.3.4
- Some data files WIFI synced in previous versions crash when syncing in 4.3.4
Version: 4.3.4
Release date: 4-26-2012
- Bugs fixed
- Income/Expense report missing transactions in histogram and category table
- Category detail report not including transfers
- "Set Last Import Date to Today" no longer available but still in documentation
- Budget description wrong in documentation regarding setting up salary "two weeks"
- MobileMe termination alert sheet can't be dismissed
- Requests implemented
- Remove MobileMe Sync setup capability
- Define budget periods in the documentation
- Remove references to support email address from the documentation
Version: 4.3.3
Release date: 3-5-2012
- Bugs fixed
- Search on total amount for Split Transactions not working
- Deleting statements with many transactions is slow
- When shorting an option, percent gain is displayed as positive but should be negative
- Scheduled Transactions setup with 'Never' in the Reminders are auto-confirming 2 at a time in advance of scheduled date
- Number field is cleared during autofill by non-check template
- When exporting multiple accounts to TXF, iBank includes transactions outside requested tax year
- Tax report last year (2011) export TXF
- Requests implemented
- Add explanation of currency handling for iBank Investor syncing to the documentation
- Improve help file search for the keyword "export"
- Add information about printing statements to the documentation
- Correct outdated information about investments in the documentation
- Add list of shortcut keys to the documentation
Version: 4.3.2
Release date: 12-29-2011
- Bugs fixed
- Autofill in import window
- Deleting Scheduled Transactions in 4.1.2 caused iBank to crash
- Bi-weekly loan payments miscalculated by account setup assistant
- Memo doesn't appear when printing investment transactions
- iBank 4.3 file (Lion) does not sync via WiFi
- Income expense report miscalculation
- iBank can crash when backing up
- Report shows main transaction memo instead of split memos
- Net Worth prior year histograms can reference dates in other years
- Requests implemented
- Ability to print a reconciliation report
- Check number should increment from the last number entered
- Net Worth prior year histograms should be anchored to 12/31
Version: 4.3.1
Release date: 11-2-2011
- Bugs fixed
- Colombian Peso transactions round to whole numbers
- U.S. Tax report includes all categories by default (not just taxable)
- Closing short lots out of order causes shares error on Portfolio Summary report
- Investment account adding "Share Adjustment" transactions when not needed
- After quitting in full-screen mode, iBank launches in windowed mode (Lion)
- Disable "Delete Device" button in iBank Mobile sync setup screen
- Trial Purchase Pop Up still says 30 day guarantee
- Net Worth Using Wrong Date Range for Quotes When Calculating Securities
- ROI table on Portfolio is not calculating correct value in "Invest" Column
- iBank Investor sync won't stay signed out
- Income & Expense Report Graphs and Drill Down Miscalculating Amounts For Uncategorized Trans
- Net Worth report uses wrong quote value for figure below pie chart
- Requests implemented
- Fix grammar typo in sync settings
Version: 4.3
Release date: 9-29-2011
- Bugs fixed
- Splits in imported QIF don't display correct total
- Fix spelling and grammar
- Scroller gutter is visible in Lion in the splits view
- Choosing File > Set Up Device for Syncing... does wrong action
- iBank needs to support Apple's sandboxing technology
- Searching split memos is case-sensitive
- Changing multiple transaction types doesn't adjust amounts
- "Change Since" figure miscalculated on Portfolio Summary report
- Sort for "Budgeted" column in budgets should be by amount
- Income and Expense Table Calculating Wrong Totals
- Signing out from Investor sync should clear the Sync My Portfolio checkbox
- Change IGG Account sync password fails with validation error
- iBank doesn't update synced Investor portfolio after manually updating a security price
- Category Detail Report dropping transactions and using Transaction Type to determine income and expense
- App_Ver Update List
- Sandboxed iBank fails to create keychain entry during OFX setup
- About box still refers to "IGG Software, LLC". Should be "Inc."
- iBank Manual Corrections
- Delete Securities section of v4's Manual is incorrect
- Backup to MobileMe fails
- ROI summary return miscalculated if transactions are out of order in register
- iBank calculates percent gain/loss today relative to cost rather than to yesterday's price
- Error syncing to IGG account when using non-US region
- Registration prompt does not appear with window in full screen mode - Lion
- Requests implemented
- Support full screen mode in Lion
- Add a "Sync Now" button to the Sync Settings screen
- Manual incorrect regarding autofilling Memo field
- Define first time reconciliation
- Rename Sync iPhone button
- Add Quicken Deluxe 2011 to list of options in Advanced Preferences
Version: 4.2.5
Release date: 7-25-2011
- Bugs fixed
- Return of Capital imported from OFX as Deposit
- Subcategories merged into parent categories during QIF import
- QIF imports incorrectly when category description contains date
- Crash when closing since Lion upgrade
Version: 4.2.4
Release date: 6-28-2011
- Bugs fixed
- Opening a document with lots of accounts hangs in Lion
Version: 4.2.3
Release date: 6-8-2011
- Bugs fixed
- Importing a CSV file causes segmentation fault in Lion
- Update from iBank 3.5 fails in Lion
Version: 4.2.2
Release date: 5-3-2011
- Bugs fixed
- Wells Fargo direct download uses wrong connection details
Version: 4.2.1
Release date: 4-19-2011
- Bugs fixed
- iBank crashes when importing a QIF file of security prices
- Currency symbol required when entering amounts in 10.5
- Very old scheduled transaction causes iBank to stall when opening the data file
- Unreconciled transaction count on statements doesn't update
- Requests implemented
- Add support for french language
Version: 4.2
Release date: 3-10-2011
- Bugs fixed
- New transaction date always defaults to today
- "Other" subcategory missing from Profit & Loss table
- Split transfer duplicated during QIF import
- Error when entering foreign amount field before amount field
- Check printing does not add payee address to check
- Contextual menu commands applied to the wrong item
- Short sales misrepresented on investment summary report
- No categories in transaction list drill down under Payee Summary report
- Report account rules choose wrong accounts
- Automatic import rule on payee too broad
- Debt/liability report miscalculates payoff time for weekly loans
- Can't download transactions from Fidelity without setting the system date back one day
- Budgets won't open in separate window
- Split editor UI truncated in template views when hiding transaction images
- New categories default to income instead of expense
- Category Detail report hang
- Category Detail report always displays currency as "Target" currency and not currency of original transaction
- iBank bought from Mac App Store doesn't work (on case-sensitive file system)
- iBank crashes when cursor is moved after Interest field is cleared during Loan Setup
- Income & Expense table totals include transactions outside the report's date range
- Wells Fargo and Wachovia fail to establish direct download connection
- Requests implemented
- Add smart crash reports (to send them directly to IGG instead of Apple)
- Ability to do calculations in Amount field
- Recognize and change field separator for CSV import
- Name statements according to their ending dates
- Add memo column to category detail report
- Improve localization support
- Add "Adjust Main Transaction" option to split editor
- Add a way to reset payees excluded from import rules
- Improve British localization
Version: 4.1.2
Release date: 1-6-2011
- Bugs fixed
- MS Money QIF with mm/dd'yyyy date type imports with incorrect dates
- Category Detail report with 1 category doesn't show results
- Crash when adding NeatReceipts PDF attachment
- Smart Accounts log a message
- iBank could hang when saving templates
- QIF date format (mm/dd/yyyy) misinterpreted during import
- Editing a smart account can break iBank Mobile syncing
- Scheduled Transaction can go into infinite loop sometimes
- Sell transaction type shows up as withdrawal
- Can't upgrade from v3: *** -[NSCFArray initWithObjects:count:]: attempt to insert nil object at objects[0]
- Budget cash disappears after the new year
- iBank hangs after viewing attachment inspector
Version: 4.1.1
Release date: 12-1-2010
- Bugs fixed
- "Could not merge changes" error when setting up web download account
- Swiss Franc transactions round to nearest .05
- Return key closes scheduled transaction sheet instead of saving transaction changes
- QIF import fails with (IGGPrimaryAccount) "We should have at most one match" error
- Migration fails due to negative exchange rate
- Password protection prevents scheduled transaction confirmation window from appear
- Can't sync with iBank Mobile if the device has duplicate names
- Crashes after editing Scheduled Transactions
- Migration fails when 2 line items have security info
- iBank gets stuck at Direct Connect change password prompt
- Changing color of multiple categories makes iBank unable to save
- Cost basis is wrong after selling a partial split
- Cost basis is wrong for same day sales
- Matching group account names cause error migrating
- Categories can be renamed to match sub-account names
- Clicking green check in statement view scrolls the register
- Can't migrate memorized payees with slashes in them
- Wrong number of shares shown on Portfolio Summary report
- Capital gains miscalculations when all shares are sold
- Budget Expenses Total Incorrect
- System Language Set to French Can Prevent File Import
- Add Weekly Option for Paying Mortgage
- Stranded Line Items Need to be Dealt With
- Fidelity dividends are being imported as deposits
- QIF date format (mm/dd' y) misinterpreted during import
- No accounts shown after import
- Cannot Edit Transaction Type during Import
- Budget Crashes When Amount is Nil?
- Reinvested dividends imported from OFX as cash
- Weekly loan calculations missing from debt/liability report
- Scrolling register is jerky when mouse cursor is over popup date
- Transaction templates don't retain sort order
- Scheduled transactions that stop after 0 posts corrupt the data file
- Money market funds missing security image
- OFX data fails to import with encoding error after direct download
- Portfolio summary rows don't alternate colors properly
- Reports in setup assistant can be renamed
- Customers submitting multiple orders due to purchase module errors
- Amounts preceded by + fail to import from CSV
- CSV dates misinterpreted
- Amounts with currency symbols fail to import from CSV
- Forecast report shows wrong years for custom date range
- Hidden accounts shown in new report assistant when they shouldn't be
- iBank doesn't check for updates
- Preference for "sync devices on launch and quit" is broken
- Smart Import Rules aren't created when setting up direct connect for a new account
- Requests implemented
- Add "daily" to forecast intervals
- Add support for 1Password to browser
- Expand/resize transaction editor to show all split items
- Add default date ranges in the future
- One click to reconcile/unreconcile transactions
- Add contextual menu commands for account register/source list
- Show dates when scrolling
- Choose categories/accounts during report setup
- Ability to hide images in account register
- Add report that simplifies balance forecasting
- Ability to show profit & loss over time (like the old cash flow report)
- Add "days" option to custom date range for reports
- Don't remove hidden accounts from reports, smart accounts, etc.
- CSV imports
- Add basic support for UK localization
- Portfolio Report should have more summary info
- Tutorial link in the iBank Help dropdown
- Add category detail report
- Improve titles for child windows
Version: 4.0.2
Release date: 9-29-2010
- Bugs fixed
- You can create invalid account names in a group
- Smart accounts with name of a category hangs migration
- Subcategories double-counted on drill-down reports
- v3 data file gets erased during migration if v4 file is named the same and saved to same directory
- lineItems error after undo/redo combining categories
- Database fix up would always be run if the file is password protected
- Alert for duplicate account names only mentions accounts, not categories
Version: 4.0.1
Release date: 9-23-2010
- Bugs fixed
- Exchange rates round to three decimal places
- Bond info lost during OFX import
- Some transaction types aren't recognized during OFX import
- QIF import fails with "We should have at most one match" error
- Can't Migrate from V3.5 Data File
- Migration fails for data file with invalid exchange rate
- Some users don't get upgrade price to v4
- Transfer assigned to wrong account during QIF import
- Setting up account can cause iBank to choke
- Smart accounts with name of a category hangs migration
- Can open a password protected file without entering password
- iBank hangs when it encounters a sync conflict
- Portfolio Report Pulling Wrong Share Prices for Date Range
- Newest statement should appear to the left (instead of oldest)
- No transaction details in Net Worth report
- Currency error when importing investments from OFX
- Current security price from Yahoo is rounded to two decimal places
- Pie Graph Doesn't Appear for Format Spanish>Spain
- New statements sorted out of order
- Investment reports list accounts in reverse order
- Editing statement balances requires currency symbol entry
- Security table view size is too big
- Typo in new document setup category pane
- Can see (null) when setting up current positions
- Requests implemented
- Add variable width spacer to default toolbar
- Add preferences to control bold text in the register
- Change dialog when clicking on a future account in a report
New in iBank 4.0
Release date: 9-15-2010
- Sophisticated new reports
- Envelope budgeting
- Streamlined, more intuitive interface
- Simple, reliable Quicken and MS Money import
- More powerful investment tracking
- Ubiquitous support for multiple currencies
- Innovative transaction templates
- Better integrated web downloads
- Intuitive checklist-style reconciliation
- File attachments of any type
- ...and much more!