- CSV Import, default Payee imported where none is supplied
- Fix for investment downloads
- Additional precision for currency and investments
- Fix for European number settings, currency / stock prices
- Fix for Schedule items
- File Associate .DAT with the BankTree Personal Finance Application
- Account Balance Fixes
- Shedule Items Fixes
- Report Fixes
- minor interface tweaks etc
To get these changes download the software from our web site (If you have not installed before).
To update an existing version:
- After backing up. Go to the Help menu and select Check for Updates.
- After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
- To correct this error and update the data file go to the Tools Menu and select Validate File
- Report fix for charts
- Backup fix, allows you to backup files as opposed to folder locations
- minor interface tweaks etc
To get these changes download the software from our web site (If you have not installed before).
To update an existing version:
- After backing up. Go to the Help menu and select Check for Updates.
- After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
- To correct this error and update the data file go to the Tools Menu and select Validate File
- Investment Price Fix
- Allocated Items
- Interface changes
- New Un-Reconciled transaction view - under the view menu
- Report fix for allocated items not showing for cleared and reconciled items For all reports
- CSV file import fix for skipping first line and date formats
- Include group by separator for amounts
- Future forecasting increased to 10 years
- Access your accounts from the Accounts menu
- Amended Category Filter allows selection of parent categories only
- minor interface tweaks etc
To get these changes download the software from our web site (If you have not installed before).
To update an existing version:
- After backing up. Go to the Help menu and select Check for Updates.
- After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
- To correct this error and update the data file go to the Tools Menu and select Validate File
- 2.11.2 - Fix for backup errors
- Schedule Items removed Date To
- Interface changes
- New Un-cleared transaction view - under the view menu
- New report Investment Transactions
- Report fix for allocated items not showing for cleared and reconciled items
- CSV file import fix for quotes in field values
- Account Balance dialogue - show all transactions and only un-reconciled transactions
- minor interface tweaks etc
To get these changes download the software from our web site (If you have not installed before).
To update an existing version:
- After backing up. Go to the Help menu and select Check for Updates.
- After installing the new version to update the data file go to the tools menu and select Validate File
- 2.11.0 - Fix for Goggle MSN and Yahoo stock and funds
- Supports OFX and QIF File Associations. Go to the Tools menu and select Options.
- Support for Multiple OFX and QIF file Accounts
- Reporting Enhancements
- Data File validation facility under the tools menu
- Addition of Help button on all dialogues
- Better facility for manual updating stock prices
To get these changes download the software from our web site (If you have not installed before).
To update an existing version:
- After backing up. Go to the Help menu and select Check for Updates.
- After installing the new version to update the data file go to the tools menu and select Validate File