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Metalogic Finance Explorer: What's New
8.1.0
New
  1. The transaction report now accepts asterisks (*) as wildcards for selecting categories.
Fixed
  1. Resizing the app while viewing a report no longer causes an error.
7.3.0
New
  1. Database is backed up at the beginning of every session.
  2. If there is a crash, a file is created to assist support.
7.2.0
Improved
  1. Notes increased from 50 to 255 characters.
  2. Some stability improvements.
7.1.0
New
  1. Optionally filter transaction report by categories.
  2. Export files in CSV format (as well as OFX).
Improved
  1. Investment quantity supports decimals now.
  2. Help has been moved online.
  3. More detailed error message if errors are encountered on start-up.
Fixed
  1. Help not launching in portable edition.
7.0.0
New
  1. A transactions report with user-defined time range.
6.0.0
New
  1. Category Rules (Tools > Category Rules...) can be setup to automatically categorize transactions as they are imported.
  2. Donate option (Help > Donate) to support Metalogic Software.
5.3.0
New
  1. Window size and column widths are now remembered between sessions
5.2.3
Fixed
  1. Fixed some non-English characters displaying incorrectly in non-English versions of Windows
5.2.0
New
  1. The size of the grid columns is now maintained when you switch views
Improved
  1. Better installer experience on Windows 7
5.1.1
Fixed
  1. Fixed issue with copying transactions to another month
5.1.0
New
  1. Added option to update stock quotes on startup
Improved
  1. Investment totals are now calculated
5.0.4
Improved
  1. The import will never modify the imported file
  2. Minor UI improvements
Fixed
  1. Fixed incorrect budget totals
  2. All files are now removed during uninstall
5.0.1
Improved
  1. Better error messages
Fixed
  1. Issue with loading OFX files with extra blank lines
5.0.0
New
  1. Automatic check for updates once a week so you are always running the latest version
Improved
  1. Budget tooltips last much longer to give you the opportunity to finish reading them
  2. Tooltips appear even if the grid doesn't have the focus
  3. Improved combo-box auto-complete
  4. Combo width auto-adjusts to fit all the text
  5. When changing group sort, it doesn't collapse the groups
  6. Grid navigation is more consistent with other popular applications such as Excel and Outlook
  7. When new rows are added, they are added in the correct sort order instead of at the bottom
  8. Can paste text into a cell that is not in edit mode
  9. When navigating over columns, read-only columns are skipped
Fixed
  1. Data is validated before being saved when closing the application
  2. Modifying a transaction amount then going to the budget properly refreshes the account balance
4.2.0
Improved
  1. The home view now has a link to the forum.
Fixed
  1. An issue with imported ofx files where ampersand symbols would not be imported correctly.
4.1.0
Improved
  1. The home view now shows stock quotes as well.
Fixed
  1. Error that could occur when navigating using the tree.
Changed
  1. Support for Windows 95 has been discontinued.
4.0.1
Improved
  1. Errors are now handled better. An appropriate message is given.
Fixed
  1. Issue with copying budget categories that contained quotes.
4.0.0
New
  1. Web-style "home" with account summaries, common tasks and convenient shortcuts.
3.2.0
New
  1. Add print toolbar button
  2. Add "Check for Updates" menu item
Improved
  1. Fix grid row height at different DPIs
  2. Use the default Windows font.
  3. Don't load check numbers that are all zero.
Fixed
  1. Fixed second total now showing sometimes.
3.1.0
New
  1. Themes are now supported so MLFE looks much better under Windows XP and beyond (Windows Vista, etc.)
3.0.4
Improved
  1. The QIF import has been reworked. I now supports the importing of categories. It also handles complex files better.
3.0.3
Fixed
  1. Under certain circumstances, not all budget entries would print.
3.0.2
Fixed
  1. If an invalid number was entered in the Split Transaction dialog and Cancel was selected, an error would occur.
3.0.1
Fixed
  1. When collapsing a tree node and the selected node changed, the information on the right panel would not change.
3.0.0
New
  1. Printing
  2. Export. The format is Open Financial Exchange (OFX) which is supported by Microsoft Money and most other financial packages.
  3. Now you can select which accounts are included in the budget.
  4. Budget categories now have a tooltip with details about the transactions in that category.
Improved
  1. Improved the loading of QIF files for multiple accounts.
  2. The budget group total now shows actual total in addition to budgeted total.
  3. The Account # is now validated to ensure it is unique.
  4. While importing, the status bar indicates what file is being imported and the cursor is changed to an hourglass.
Fixed
  1. The information wasn't being refreshed after an import.
  2. Accounts were sorted differently in the treeview and the grid.
2.5.2
Improved
  1. The loan's interest rate column now allows decimal values.
Fixed
  1. Removed an erroneous message from the status bar which referred to a non-existent context menu.
2.5.1
Improved
  1. Categories without a group show under group "(none)".
Fixed
  1. When deleting a row from the budget, the grouping would get lost.
  2. After adding a row, sometimes some values would be left in the "add row".
  3. When scrolling the list of categories in the drop-down, it would scroll all the way to the bottom instead of a single line.
  4. Can now copy from one cell to another in the "add row".
  5. Sometimes when adding a budget entry with a blank category, an error about a null would occur. It now validates that the category is entered.
2.5.0
New
  1. Added keyboard shortcuts to "Import...", "Copy Budget From Previous Month" and "Split Transaction" menus.
Fixed
  1. When deleting a row from the grid, it appeared to delete two.
  2. On some older computers, copy budget wouldn't work.
  3. Sometimes the check for existing transactions wouldn't work resulting in duplicate transactions being loaded (only for QIF format).
2.2.4
Fixed
  1. Older Quicken (QIF) files were not importing.
  2. The column labels under investment were incorrect. Also some columns that should have been hidden were showing.
  3. The import's open file dialog did not validate that the file name was of an existing file.
  4. If the columns of the grid where moved, data validation wouldn't work properly.
2.2.2
Improved
  1. Major rework of OFX (Money, Quicken) import. Many more financial institution's downloads supported.
  2. Downloaded files with an extension of "ofc" are now recognized by the import.
Fixed
  1. When copying the budget to another period, transactions outside of a valid category were assigned a blank category instead of "(none)".
  2. When adding a transaction when there were no other transactions, an error would occur.
  3. Import would not load any transactions from OFC (a variant of OFX) files. No errors were reported.
  4. "About" menu item read "My Finance Explorer" instead of "Metalogic Finance Explorer".
2.2.1
Improved
  1. We are now able to delete categories with transactions. Orphan transactions are moved to category (none) .
Fixed
  1. Improved reliability of the installer.
  2. When installing a newer version, the Windows Add/Remove dialog showed more than one version of MFE.
2.2.0
New
  1. Budget view is now grouped by category group and includes a budgeted total in the footer.
  2. Added a link button to the toolbar which allows you to get to your bank's website with one click.
  3. Added Options dialog which allows entering of your bank's www address.
  4. Added dialog to Split transaction which allows changing of the split amount.
Improved
  1. Moved add row to top.
  2. Changed grid colours for some better ones.
  3. Import menu item now goes to the last folder used.
  4. Add button is now enabled while in TreeView.
Fixed
  1. Split transaction wasn’t displaying the new row unless we left the view and came back.
  2. Deleting a record had trouble with categories which had an apostrophe (').
  3. Copying the budget had trouble with categories which had an apostrophe (').
  4. Under certain circumstances a record could be created with a duplicate key.
  5. Totals in budget, transaction and account views didn't include opening balance.
  6. When choosing map to existing account option in import transactions, account type was getting disabled but not account description.
  7. If we cancelled Account Not Found dialog, the import file was kept open.
  8. If we were in edit mode but hadn't changed any data, we couldn't leave the grid.
  9. New button and menu item were inconsistently enabled.
2.1.4
Improved
  1. Add button is now enabled when in the tree.
Fixed
  1. Improved OFX (Quicken, MS Money) import so it can handle differences in format from more banks.
  2. Removing an account also removes it from the tree.
  3. Deleting from the toolbar or by pressing delete on the grid was behaving differently.
  4. Moving to another period, kept the grid in edit mode.
  5. Upon pressing on New, it wasn't entering edit mode.
  6. Net Worth view wasn't validating that an account description had been added.
  7. Couldn't handle budget categories which contained an apostrophe (').
  8. When viewing transactions, total was sometimes inaccurate.
  9. When importing transactions, it sometimes put a cheque number in transactions that didn't have one.
  10. Truncate imported memo fields to 50 characters. Before it was blowing up.
  11. Handle imported transactions with a blank transaction description.
  12. When leaving the grid, the edited row wasn't getting committed.
  13. Errors occurred when the window was sized too small.
2.1.0
New
  1. Added balance column to loans.
Improved
  1. Removed use of registry.
  2. Downgraded minimum HTML help version from 1.1 to 1.0 to minimize installation download.
  3. Replaced year spin buttons for a smaller control to minimize installation download.
Fixed
  1. Fixed validation when in account view.
  2. Loans view was showing the interest under the original amount column and vice-versa.
  3. Investment view was not hiding total 2.
  4. Loan view was not hiding total 2.
  5. Fixed alignment of totals below column.
  6. Changed current balance column to read-only in account view.
2.0.0
New
  1. Metalogic Finance Explorer is now free!
Fixed
  1. An error was occurring when importing financial data.
  2. There was a problem with the total calculation on transaction view when there was data for multiple years.
1.1.2
Fixed
  1. The year spin (up/down) button wasn't working.
1.1.1
Improved
  1. QIF support can now handle more variations in the QIF format produced by different banks.
  2. The import open dialog now filters for all supported financial files instead of OFX and QIF separately.
1.1.0
New
  1. The import now also loads memo fields.
  2. Added QIF format to supported imports.
  3. Added help.
Improved
  1. Extensive testing and rework of installer to ensure trouble free installs.
  2. Installer only downloads components if needed.
  3. User interface now nicer and more useful.
  4. Maximized use of screen space by extending the grid to the very edge of the window on the right.
  5. Renamed root TreeView node to "Net Worth" from "My Finances" to be clearer and more consistent.
Fixed
  1. Bug that prevented from moving two transactions in a row to the next or previous period.
  2. Wasn't displaying the current TreeView node in the title bar when first starting the program.
  3. Add and Delete buttons on the toolbar not always enabled/disabled at the right time.
  4. When deleting a character while editing a cell, it would try to delete the entire row.
1.0.4
New
  1. Installer will not download certain files if they are already on the system. This provides for faster installs.
Improved
  1. Further tweaked the installer to increase reliability.
1.0.3
Improved
  1. Tweaked installer to increase reliability.
  2. Cleaned up the code to be smaller and faster.
1.0.0
New
  1. Initial Release