Changes to abp ============== Version 4.06 ------------ * Match description facility now matches only entries in current account * Pressing "r" now reconciles and "u" unreconciles a transaction (previously they both toggled between reconciled and unreconciled) * When entering a transfer between accounts, you can now specify a different date or reconciled status for the linked entry * When the Help file is already open, pressing CTRL+SHIFT+H no longer causes an "In Use" error * Printed transaction reports now always show carried forward balance Version 4.05 ------------ * Cosmetic change to check password screen Version 4.04 ------------ * Fixed bug when importing QIF files which contain new categories, which could create spurious budgets Version 4.03 ------------ * Restyled Check Password routine. This enables the program to respond to system events when waiting for a password to be entered. In particular, allows abp to close when backing-up your machine using Psiwin. * Three attempts allowed to enter correct password * Program no longer crashes when displaying budgets for very large amounts (eg. Italian Lira) * When in the account detail view, pressing the arrow keys will move to previous or next account * Fixed bug when displaying Standing Orders after pressing escape in Category View Version 4.02 ------------ * Fixed bug in import routine when importing opening balances Version 4.01 ------------ * Fixed bug in overriding manually set budgets Version 4.00 ------------ * Each category can now have an associated budget * Add New Category option (CTRL+C) and Update Category option (SHIFT+CTRL+C) both accept daily, weekly, monthly or yearly budgets * Pressing TAB in the Category Balances view offers the following options: 1. Change currently-selected dates 2. Select type of categories to be displayed 3. Change the view between Opening & Current Balances or Spending vs Budget 4. Change calculation method for pro-rata budgets - by month or by day 5. Recalculate all budgets 6. Output to screen, printer or TAB-delimited file (for pasting into Sheet application - see Hints.txt) * Print Transactions report now allows both accounts and categories to be selected between any two dates * Find option now searches across currently-selected account or all accounts * Unreconciled transactions for just the currently-selected account can be viewed (making reconciliation to bank statements even easier than before!) - use the Find option and select "Unreconciled" * Future balance calculation now allows today's balance or future balance to be copied to Clipboard - for example, to be used with the Series 5 Calc application * User Preferences redesigned and simplified * Simplified the option to show full text when tapping an entry (see Hints.txt) * Further speed improvements: moving between accounts is now significantly faster for large data files, and Merge files option is 100% faster * Hotkey for reconcile while adding reference changed from SHIFT+R to FN+CTRL+R * Hotkeys for moving between accounts changed from FN+CTRL+first letter to SHIFT+first letter (this is because FN+CTRL+S / FN+CTRL+Q are used by Series 5 to pause/continue display) * Help file and hints file updated Version 3.24 ------------ * Further display option added to Category Balance view, selected by pressing Tab * For Quicken/MS Money Users: the abp Reference field is now mapped to Quicken and MS Money as follows - Number\Memo. In other words if you format your abp Reference field as (say) "112\this is a memo", then when you export the relevant transaction to Quicken or MS Money the Number field will be "112" and the Memo field will be "this is a memo". The process also works in reverse when importing into abp. Version 3.23 ------------ * New currency converter can be selected using CTRL+SHIFT+R. This gives the option of converting between currencies in a convenient way. * The Show record information option (previously selected by CTRL+SHIFT+R) can be accessed by pressing "i". * The Category Balance display now allows main categories to be selected - by pressing the Tab key. Pressing Tab again reverts to displaying both main and sub categories. * The Find by Category option now allows the user to select either main or sub categories. * Bug fixed where using the Process Now option could cause some standing orders to expire prematurely, ie before end date had arrived. * Bug fixed where invoking check password screen could occasionally cause cursor to display incorrectly. * Help file updated Version 3.22 ------------ * Fixed bug in Split Files option inadvertently introduced by new backup functionality. Version 3.21 ------------ * Fixed bug where changing a category name using SHIFT+CTRL+C would not correctly update split transactions Version 3.20 ------------ * Room allocated to display descriptions on screen when there is no reference * More dialogs changed to Psion standard * Help file updated Version 3.19 ------------ * Based on feedback from users, the key to match descriptions when entering a new transaction has been changed from TAB to CTRL+M * ABP Help application now closes when main application closes * Backup function updated: previously there was no control over the backup and it was done automatically when abp started. Now the backup occurs whenever an abp data file is closed, and can be controlled via the User Preferences dialog. Backing up from c: to d: is now possible. * All dialogs have been changed to adhere to the Psion standard, with "Cancel" on the left and "Continue" on the right (instead of the other way around). Version 3.18 ------------ * Net worth graph now allows choice of all accounts or currently-selected account * Whole screen is blanked when abp goes to background and password is set Version 3.17 ------------ * New facility added to match description when entering a transaction (see HINTS.TXT) * Future balance calculation can now be performed across all accounts * Added faster method of moving between the transaction views for different accounts: either by pressing 1 through 9 or by pressing CTRL+FN+letter, where "letter" is the first letter of the bank account name * Pressing k displays useful keystrokes * Pressing p displays useful pen taps Version 3.16 ------------ * Future balance projection now correctly allows for standing orders which expire * Future balance projection is now also implemented for foreign currency accounts Version 3.15 ------------ * Net worth graph now correctly includes transfers within splits * When editing a transaction and changing the date, the pointer no longer resets to the last transaction in the file * Future balance calculation now displays future-dated transactions separately from future standing orders and shows totals of both debits and credits * Fixed bug when changing transaction dates using "m" and "." keys Version 3.14 ------------ * New function added: Sum found entries between dates (CTRL+SHIFT+O). Use the Find button to search for specified transactions - for example, those with a particular description or reference. Then use this new option to find the total of just these entries between two dates that you specify. * New user preference: hide category 'None' from the display * Future balance option now correctly includes future-dated transactions as well as future standing orders Version 3.13 ------------ * Transaction entry and edit screens now allow formulae to be entered in Amount fields * Bug fixed when editing account transfers within splits * Import and export options now support account transfers within splits * Message now displays when the program is counting records (eg. when switching accounts) Version 3.12 ------------ * Date export format to QIF file now uses leading zero if day or month <10 * Start & end balances added to net worth graph * Fixed bug when foreign currency investment updates the balance in a foreign currency account * Foreign currency accounts now indicated by an asterisk in the main accounts display (if user chooses to display balances in foreign currencies) Version 3.11 ------------ * Fixed bug where cursor sometimes disappeared after using toolbar Version 3.10 ------------ * When investment activity updates a bank account, the category can be chosen (previously it defaulted to category "Investments" * Standing orders can now be printed to a printer * Price import routine (eg. for updating price quotes) now asks for file format in CSV or TAB file * Help file updated * FAQ included in Psion Word format Version 3.09 ------------ * Delay introduced to pen event handler to avoid auto-repeat (eg. when using the pen to reconcile an entry) * Investments screen now allows dividends to be entered directly - and to optionally update the current bank account Version 3.08 ------------ * Scrollbars can now be dragged, and a display at the top of the page shows the record number to which you are dragging the cursor * Cursor flicker reduced when using the pen * Bug fixed which prevented page up/page down for investments Version 3.07 ------------ * Variable-length scrollbars added to main screens * Transfers are now allowed within Splits * Toolbar icons (finally!) * New preference setting allows user to tap the description, reference or category for a highlighted entry on the transactions screen and the full name is shown (useful if they are truncated on the screen) * When a highlighted entry is shown, pressing the M key will decrease the date and pressing the . key will increase the date - useful when reconciling. (Note: these keys are the Psion standard for incrementing/decrementing numbers within dialogs) Version 3.06 ------------ * New screen layout for showing standing orders * Ability to create a new category from transaction entry screen Version 3.05 ------------ * Fixed bug in new prices routine which was preventing prices being added to the database Version 3.04 ------------ * Find by category routine now caters for categories up to 40 characters in length * Editing a Standing Order which is a transfer between accounts maintains correct entry description * Editing an investment no longer resets status to unreconciled * Using Find on an investment with no activity now shows correct toolbar display Version 3.03 ------------ * Fixed bug in sum by category which was excluding splits Version 3.02 ------------ * Creating new investment presents blank dialog * Investment and activity dialogs now ask whether to update price history * New preference option to hide cents from display (eg. for Italian Lira) - also controls decimal places for export function * Fixed bug in Find routine when searching for splits * Can now reconcile activities using the pen Version 3.01 ------------ * Warn user before creating new data file using CTRL+N * Exports all prices to 4 decimal places * Import MS Money type ShrsIn correctly * Fixed bug in exporting dates Version 3.00 ------------ * Added ability to enter, edit and display investments and investment activity * Added ability to enter, edit and display prices * A new toolbar button has been added "Invst". This button shows investment activity (if any). If no investments exist, then the program will prompt you to create a new investment. * The previous "Normal" button is now toggled with the "Find" button - when Find is selected, the button changes to Normal and vice versa. * Price history can be displayed graphically * Net worth summary over time can be displayed graphically * Information option now includes investments, activity and prices * Import and export options to/from MS Money and Quicken now handle investment activity * Can now export transactions, activities, categories, investments and prices to either CSV or TAB delimited file * Price history can be imported from CSV or TAB delimited file * Split files function will optionally archive investments/prices * Pressing Tab or Escape now circles between Account Balance display, Account Detail display and Investment Activity display (if activity exists) * Split transactions can now have separate descriptions from the "mother" transaction * Added new preference: pointer select by single click (move to entry and select immediately) or double click (move to entry first, then click again to select) - the latter is the Psion 5 standard * Recalculate balances function will derive current and reconciled balances by adding transactions and investment activities to opening balances & positions * New printer reports created for investments, activities and prices * A number of screens now show redesigned titles at the top