SEE Finance

SEE Finance Version 0.9.11.3
Released 6/22/2010
New Features:

• Added option to set an overall start date for all account's Direct Connect downloads.

Bug Fixes:

• Fixed an issue with Direct Connect downloads and dates not being in proper time zone.
• Fixed an issue loading some recurring transactions.

SEE Finance Version 0.9.11.2
Released 6/16/2010
New Features:

• Added smaller/larger text buttons to built in browser view.

Bug Fixes:

• Fixed some issues due to changes in Yahoo! Finance quote listings.
• Fixed issue updating investments quotes for certain ETFs causing a crash due to change in Yahoo! Finance feed.
• Fixed issue with updating existing transactions with a new payee changing transaction amounts due to memorized payee info.
• Fixed issue setting a transaction's payee when none was previously selected and the new payee's memorized payee info overriding the previously entered values for type, category, memo and amount.
• Fixed issue closing transaction Edit view and not locking selected transaction(s) from editing.
• Fixed issue with importing accounts from QIF files and all transfers in accounts being forced to be debits due to memorized transaction payee info.
• Fixed issue with using positive/negative formatter colors for numeric values and debit columns using positive colors.
• Fixed issue exporting transactions to QIF files and memos and transaction numbers having line breaks in them.
• Fixed issue exporting split transactions to QIF files that do not have categories.
• Fixed issue with deleting statements and not being able to create new statement transactions.
• Fixed view layout issue switching accounts while using Icon view for transactions.
• Fixed issue updating existing recurring transaction's start dates and the old next and last dates not being reset in the database.

SEE Finance Version 0.9.11.1
Released 6/4/2010
New Features:

• Added end row selection for CSV file importing.

Bug Fixes:

• Fixed issue downloading transactions and the progress indication window would not be removed blocking input.
• Fixed issue with transitions between accounts resulting in a crash and/or weird display of view layouts.
• Fixed issue where transaction filters not being running properly and causing a crash.
• Fixed issue with new filters not being activated until the file is reopened.
• Fixed issue where loan recurring transactions with Other payments set to another account were not being automatically added to that other account.
• Fixed issue with transactions not locking when selected to lock and only locking after selection is changed.
• Fixed issue with transaction locking and only allowing one transaction to be unlocked (allows up to ten)
• Fixed issue with Info and Graph buttons not responding to clicking and just to the keyboard shortcuts.
• Fixed an issue with report updating and causing an occasional crash.
• Fixed issue exporting QIF files and missing transaction check numbers.
• Fixed issue exporting QIF files and account names not being listed properly.
• Fixed issue with ordering of debit transactions (high to low for same date transactions).

SEE Finance Version 0.9.11.0
Released 5/28/2010
New Features:

• Added a Memorized Transactions feature based on default values set for Payee names (can be turned on/off in Transaction Preferences).
• Added the ability to hide/show columns in Payees, Types and Categories views.
• Added the option to show all hidden payees in payee table.
• Added the option to set hidden payees as unhidden and vice versa.
• Added the option to merge payees.
• Added the option to merge categories.
• Added more filter options for investments (security type, security name, symbol, CUSIP, currency).
• Added option to run a selected filter on all transactions
• Added a Cash account type.
• Account types and subtypes can now be changed.
• Account currencies can now be changed.
• Added every active ISO 4217 currency (now 157 currencies available).
• You can now hide an account's balance from the overall Balance amount through the Hide/Show Accounts option.
• Added printing of account transactions based on range of dates, current selection and/or current search results with options for which transaction values to include.
• Added printing of account statements with options for which transaction values to include.
• Improved printing layouts for reports and budgets.
• Added a preference for locking/unlocking transactions for editing with keyboard shortcut (Command Shift E).
• Added popup calendars for dates throughout the program (transaction date popups respond to keyboard shortcut (Option Shift D).
• Dates in the program are now independent of time zones. Dates are stored as UTC and converted to system time zone when loaded. System time zone upon launch is retained as the default time zone during each session and changes to the system time zone has no affect during a session.
• Added a preference for including only past transactions in balances.
• Added a preference for color coding future transactions and investment positions.
• Added a preference for showing total account values (cash plus position market values) in accounts list for investment accounts.
• If investment transactions (and therefore investment positions) are mistakenly listed as stocks, ETFs or mutual funds and should be one of the other based on available quote data it will update all past transactions and positions to have the proper security type<./li>
• Added account columns in Portfolio position lists.
• Added a contextual menu with option to lookup security information on Yahoo! Finance for position and security list tables.
• Added a "Security List" view to Portfolio allowing users to view held security information and easily edit market values and the symbol used for Yahoo! Finance.
• You can now prevent downloading quotes for a security by setting its Yahoo! Finance symbol to "NA", "N/A", "N A", "Not Applicable", "Untracked", "Unknown", or "No Symbol".
• Added "Lookup Symbols" buttons to Security List and Watch List views and to their table's contextual menus.
• Added shortcut keys to switch between general info (Command [) and security info (Command ]) in "Edit" views of investment accounts.
• Better handling of single mutual fund accounts (lists share balances instead of cash balances and other unneeded info is removed form views).
• Shares In/Out now ignore commission in account balance calculations.
• Can now set investment transactions to leave cash balances in all accounts unchanged by setting the transaction's category to be the account the transaction is in.
• Added Transactions menu options to change and clear transaction security types in investment accounts.
• Added a Transactions menu option to move transaction.
• Accounts now save their graph selections.
• Added a preference for using last created transaction's date for new transactions in addition to the preference for using the date of the transaction with the very latest date of any transaction in the account.
• Added an alert for when creating a new transaction and it having a date outside the Start and End date range for the account.
• Added an alert for when creating a new statement and it having a date outside the Start and End date range for the statements.
• Transaction image views now shows PDFs in a PDF view and images be printed and exported.
• Added shortcut keys for transaction image view windows to open (Command i), print (Command p) and save (Command s).
• Added the ability to save images to statements (a contextual menu option from the statement table's menu).
• You can now use multiple selection in reconcile windows (space bar toggles reconciled status).
• Loan Misc Totals in the loan account's "Overview" view are now based on amortization schedule payments (were based on transaction information before).
• Now uses current date and time for transaction download requests instead of yesterday at 11:59:59 PM.
• Now saves identifying application info separately for each Direct Connect financial institution connection setup.
• Improved importing of QIF files with transactions with categories referencing accounts not in the QIF file or in the SEE Finance file. If the account the transactions are referencing is later imported these transactions will also be updated with the appropriate account category. Solves the issue with some software, most notably MS Money, where you have to export/import accounts one at a time through QIF files and keeping account transfers properly listed.
• When importing investment transactions from QIF files and the transaction is listed as an investment transaction where the funds for the transaction is transferred to/from another account, but transfer transfer account is not listed it will now list the account the transaction is in as the transfer account in order to keep the balance unchanged.
• Added an alert for when loading the file and the database fails to copy to its live storage location. It will attempt to copy the file to its live storage location 5 times and if unsuccessful it will notify the user the reason and to close and reopen the file.
• Autosaving now checks for save at the specified autosave frequency all the time instead of checking at the specified autosave frequency just after a change was made.
• Added a check for the location of the live database every time the autosave check is performed to make sure the database is in its proper location and has not been moved or deleted. Occurs on the specified autosaving interval.
• Added a "Monthly (Same Day and Week)" recurring type for use for intervals such as the 3rd Wednesday of the Month.
• Added a "US Quarterly Taxes" recurring type (occurs on 1/15, 4/15, 6/15 and 9/15).
• Added multiple selection to "Pending Recurring Transactions" and the "Add" check boxes in the table can be toggled on and off by using the space bar.
• Added a Menu option to vacuum the database (File --> Database --> Vacuum Database).
• Now saves table sorting for Payees, Types, Categories, Transaction Filters, and Recurring Transactions tables.
• The "View" menu's "as List" selection is now on for the Payees, Types, Categories, Recurring Transactions and investment list and position views allowing for the keyboard shortcut (Command 1) to get you right back to the table like transaction tables do.
• Added the ability to change the duplicate transactions table's import check boxes using the space bar in the duplicate transactions window.
• All "Cancel" buttons now respond to escape key.
• Imported OFX and QFX files now sort transactions from earliest transaction to latest transaction.
• Improved last transaction selections in accounts.
• Added keyboard shortcut for selecting the search field (Command f).
• Added a "What's New In SEE Finance" window.
• Updated the application's Help files.

Bug Fixes:

• Improved the account and transaction balance updating speed (now about 10x's faster).
• Number formatters were incorrectly using floats for number conversion.
• Fixed issue with sometimes scrolling transaction date pickers and transactions not retaining the date.
• Fixed issue with editing statement transactions and losing the current selection.
• Fixed issue with exporting cash transactions that did not have a transaction type in investment accounts to QIF files.
• Fixed issue with including irrelevant securities in security lists of exported QIF files.
• Fixed issue imported accounts from QIF files and the categories in split transactions not being added to the list of categories to import if they only appeared in split transactions and not in the category list.
• Fixed an issue importing categories from QIF files and using the "Import & Delete Existing" categories option and duplicating the Split category.
• Fixed issue importing CSV files with separate credit and debit columns that have zero place holder values for credit columns of debit transactions and it causing the transaction amount to be set to zero.
• Imported transactions that were filtered and had their payees changed by the filter no longer still add their initial payee as a hidden payee name.
• Hidden payee names that have no name are removed from the database upon file loading.
• Fixed reverse tabbing issue in Recurring Transactions view.
• Fixed an issue with transitions not updating the new data to be shown for transitions between accounts.

SEE Finance Version 0.9.10.4
Released 5/18/2010

• Improved balance updating speed (now about 10x's faster)
• Fixed issue with sometimes scrolling transaction date pickers and transactions not retaining the date.
• Fixed issue with number fields improperly using floats for number conversion
• When importing investment transactions from QIF files and the transaction is listed as an investment transaction where the funds for the transaction is transferred to/from another account, but transfer transfer account is not listed it will now list the account the transaction is in as the transfer account in order to keep the balance unchanged.
• Added an alert for when loading the file and the database fails to copy to its live storage location. It will attempt to copy the file to its live storage location 5 times and if unsuccessful it will notify the user the reason and to close and reopen the file.

SEE Finance Version 0.9.10.3
Released 4/30/2010

• Shares In/Out now ignore commission in account balance calculations
• Can now set investment transactions to leave cash balances in all accounts unchanged by setting the transaction's category to be the account
• Creating additional split transactions now does not change current transaction selection
• When creating new transactions the date field is now automatically selected
• Added ability to save last download log (not just download last setup log)
• Fixed issue with Statement "Start" and "End" dates not including statements with identical dates
• Fixed an issue with the preference for new transactions using the last transaction's date and getting the last created transaction's date instead
• Fixed issue where running filters or bulk changing transaction values was not updating balances
• Fixed issue with creating statement transactions sometimes listing the same new transaction twice
• Fixed issue with creating statements manually and the ending balance not initially being set properly
• Fixed issue with loading older files and possible crash during the update to the current version's database structure

SEE Finance Version 0.9.10.2
Released 4/8/2010

• Exporting is no longer restricted for unregistered users
• Fixed issue importing dividend reinvestment transactions from downloads or OFX/QFX files and them being recorded as general dividend instead of reinvested dividends
• Fixed issue exporting QIF files and some header information not being recognized by Quicken Mac 2007
• Fixed issue with duplicating split transactions and the number of splits also being duplicated

SEE Finance Version 0.9.10.1
Released 3/26/2010

• Printing now available from built in browser
• Built in browser now has tool tips for the buttons indicating their actions
• Creating accounts by Direct Connect download now removes all default URLs for an account shown in the built in browser with the general website URL listed for the institution
• Fixed issue with loan schedules being revised and the original recurring transaction not being deleted
• Fixed issue with investment reports not always showing the correct cost basis
• Fixed issue with updating investment quotes and the total market value of accounts not updating in individual account's "Overview" and "Transactions" views
• Fixed issue with options where long calls and puts which were out of the money were being included in overall portfolio and account market values
• Fixed issue with creating corresponding transfer transactions from specific investment type transactions where the amounts for the transfer are transferred directly as part of the investment transaction were being recorded as the inverse amount instead of the actual amount
• Fixed issue importing dividend reinvestment transactions from downloads or OFX/QFX files and them being recorded as general dividend instead of reinvested dividends
• Fixed issue with changing payee's and type's colors and color box not updating

SEE Finance Version 0.9.10.0
Released 3/16/2010

• Accounts can now be rearranged using drag and drop
• Categories can now be rearranged using drag and drop
• Rewrote "Category" view handling code. Including creating, deleting, splitting, naming, sorting, and dragging and dropping categories.
• Quicker QIF import speed and memory usage
• Improved investment quote updating
• Improved memory performance and GUI responsiveness during investment quote updating
• Lower memory footprint
• Investment transactions are now sorted just by date and when entered (previous used date then credits and then debits)
• Options now report as closed once expiration date occurs
• Added ability to hide closed positions in individual investment accounts
• Added total market value field in investment accounts next to cash balance
• Creates "Position Adjustment" shares in/out transactions when creating investment accounts from OFX/QFX imports or when creating accounts by Direct Connect. These transactions use generic position listing information and the other transactions found in the file. Due to the use of general information they usually need some adjustment to properly be used in place of the past transactions they are trying to represent.
• Loans now can have interest rates specifying up to one hundredth of a percent
• Can now create the corresponding transfer transaction in another account based on a selected transfer transaction (a "Transactions" menu option)
• Added ability to create categories during transaction entry
• Loan recurring transactions now listed in the "Recurring Transactions" list (but not allowed to be edited or deleted)
• Recurring transactions now post corresponding transfer transactions they identify (including loans)
• Added an "Every Four Weeks" option for recurring transactions
• Added button to add all accounts and categories at once in reports
• Added button to add all categories at once in budgets
• Creating or splitting a transaction now raises the "Edit" view if not already shown
• Now when splitting a transaction for the first time two split transactions are initially created
• Better updating process
• Can now delete an account's download setup when choosing to set up the account for downloads again (without actually setting it up for another connection)
• Changed the "Download Transactions…" keyboard shortcut to "Control Shift D"
• Space bar can now toggle the state of checkbox(es) in import windows and reconcile windows
• Fixed issue with renaming accounts and their respective category names not being set in brackets (corrects previously edited account category names)
• Fixed issue with percent formatter rejecting values in bond coupon field
• Fixed issue where QIF import would attach class name to category names for transactions with both a category and a class set for them
• Fixed issue where QIF import would attach class name to category names for transactions with both a category and a class set for them
• Fixed issue importing CSV files and crashing trying to import check numbers without any transaction types to import
• Fixed issue where hidden accounts would still be listed and used in reports and budgets
• Fixed issue with recurring transactions adding their split transactions twice
• Fixed issue with adding transactions in the reconcile window not allowing the cancel option
• Fixed issue in statements when creating a split transaction and it selecting the first transaction in the list
• Fixed issue selecting statement transactions and them being selected properly
• Fixed issue duplicating selecting statement transactions and them being selected properly
• Fixed Portfolio and Balance value display issue after downloading quotes
• Fixed issue where investment accounts created by download didn't generate their respective investment positions
• Fixed issue where "Other" securities did not allow their "Last Trade" field to be edited
• Created some work arounds for importing from iBank exported QIF files which do not conform to QIF file specifications (especially for investment transactions)
• Places a copy of files created with previous versions in the Applications Support folder for a backup. Backup file path:"~/Library/Application Support/SEE Finance/Backup Files/Pre 0.9.10/FileUniqueID/FileName.scsf"

SEE Finance Version 0.9.9.1
Released 2/11/2010

• 64 Bit
• Now can use category field with account names in brackets to denote transfers (like Quicken®)
• Improved QIF importing for investment transactions where the money for the buy/sell transaction is transferred directly to/from another account
• QIF importing now allows for the user to determine how to use the number field (check or transaction number)
• QIF importing now uses the transaction type found in the number field when possible
• QIF importing uses reconciled status found in the file for transactions when choosing not to mark all as reconciled during import
• Fixed QIF importing categories issue with multiple category lists
• Now has preference to use general transaction types during QIF and CSV importing (uses "Credit", "Debit" or "Check")
• Fixed issue with OFX files setting types to POS when other type was available
• QIF and CSV importing now accepts dates such as "10 January 2010" and also "10.01.010"
• Importing now can now handle numbers using commas as decimal separators
• CSV importing now available for CSV files using semicolons for column separators
• CSV importing improved and now can import investment transactions for stocks, mutual funds, ETFs and other general securities
• Built in browser will now start processing downloaded transaction files for the selected account
• Improved QIF file exporting
• Improved CSV file exporting
• Exporting now uses decimal separators appropriate for system locale
• Exporting now uses date formats appropriate for system locale
• Fixed issue with investment transactions not allowing for sells to be negative amounts when the commission is more than the sale
• Fixed issue with commissions being counted twice in reinvestment transactions
• Fixed issue with bonds and options showing their close out position status twice
• Bond positions are now matched using symbols or CUSIP information from transactions (if not available a combination of name, coupon percent, coupon frequency, issue date, maturity date and par value is used)
• Improved handling of investment stock splits (now uses common 1 for 2 format)
• Fixed an issue with options and calculating their gain/loss
• Option gain/loss calculations now use the underlying security's market price for American options and the market price of the option for non-American options
• Options can now update their underlying security market prices manually for securities not listed on Yahoo! Finance
• Added contextual menu for the main account list
• Added contextual menu for the transaction tables
• Can now bulk edit transactions using the "Transactions" menu options or the transaction table's contextual menu (you can change the payee, type, and category and you can clear out many other values)
• Added preference to request data one at a time when contacting same institution for account downloads in order to prevent problems with some institutions
• Added "New" option in "Edit" menu to do appropriate action for view shown ("Command + N" shortcut key)
• Option in the "Edit" menu for delete now does appropriate delete action for view shown ("Command + D" shortcut key)
• Consolidates and cleans up unused payees in the file
• Now has the option to use one time use payees instead during entry instead of add or nothing
• Added preference to always enter payees as one time use and not show alert requesting what to do
• Now only lists needed transaction types in accounts (investment types not shown in accounts that do not use them
• Split transaction amounts are no longer restricted based on the transaction type (only the overall transaction amount is)
• Recurring transactions now have a "Post Now" option
• Can now create recurring transactions from existing transactions using the "Transactions" menu options or the transaction table's contextual menu
• Can now create transaction filters from existing transactions using the "Transactions" menu options or the transaction table's contextual menu
• Added more constraint types for transaction filters ("Like", "Begins With" and "Ends With")
• Added preference for newly entered transactions to be created with the last transaction's date
• Added preference for duplicate transaction importing priorities (date, payee, and amount)
• Fixed bug in Custom Reports where account data was not being added when selecting individual accounts
• Balance reports now has "Asset Accounts Total" and "Liability Accounts Total" listings
• Custom reports now don't add untracked and total listings by default and are now added by user selection
• Reports and Budgets now just use their name for heading during printing
• Statements now save the "Start" and "End" dates for the transactions shown from the register in the reconcile window
• Added "Symbol", "CUSIP" and "Position" columns to bond position tables (previous saved column states are reset)
• Added "Bond CUSIP" field to bond editing window
• Fields showing investment units and prices now show up to four decimals when needed
• "Total Market Value" field in the "Overview" view of investment accounts now changed to "Total Account Value", which is the total of cash plus investment positions
• Fixed issue with drop down lists not closing their list and setting the selected item when tabbed to next field
• Fixed issue with filters not creating split transactions when they should
• Fixed issue with graphs not switching currency in accounts when needed
• Fixed issue with searching causing a crash in accounts with several thousand transactions
• Fixed issue where searches would return transactions with zero amounts for non numeric entries
• Can now delete and edit multiple payees
• Can now delete and edit multiple transaction types
• Can now delete and edit multiple categories
• Fixed Issue with color cells not updating in payees, types and categories tables after changing the selected color in panel
• Can now delete and activate/deactivate multiple transaction filters
• Fixed issue in investment statements not allowing security information entry
• Now deletes the account payee name when an account is deleted
• Remembers last selected transaction for accounts between sessions
• Better descriptive placeholders for entry fields
• Column names now prevented from overrunning into other columns
• Added "Transaction Amount" column to "List" tables allowing users to only show one amount column instead of both debit and credit amount columns (previous saved column states are reset)
• Recurring transactions table now has ability to show and hide columns (added category, memo, debit and credit amount columns)
• Right clicking column headers on tables with hidden columns pulls up menu for hiding/showing columns
• If no file is found to restore at launch the application will request if you would like to create a new file
• Places a copy of files created with previous versions in the Applications Support folder for a backup. Backup file path:"~/Library/Application Support/SEE Finance/Backup Files/Pre 0.9.9/FileUniqueID/FileName.scsf"
• Updated Software License

SEE Finance Version 0.9.8.11
Released 1/25/2010

• Additional date formats available for QIF and CSV importing
• Fixed bug in reports where an account's data was not being added
• Updated Software License

SEE Finance Version 0.9.8.10
Released 1/2/2010

• Corrected an issue loading views after entering passwords and data was not loaded in the GUI
• Corrected an issue importing sub-categories when merging with existing categories
• Corrected an issue with budgets and reports converting amounts with exchange rates
• Corrected an issue with Direct Connect and downloading data for Money Market accounts
• Updated Software License

SEE Finance Version 0.9.8.7
Released 12/28/2009

• Corrected an issue with QIF importing and investment transfer transactions
• Corrected an issue updating the GUI after deleting an account
• Corrected an issue that caused an occasional crash after deleting an account

SEE Finance Version 0.9.8.5
Released 12/24/2009

• Corrected an issue with setting account history starting and ending dates for some accounts
• Corrected an issue zero coupon bond calculation
• Corrected issue with investment transactions in QIF files mishandling the XFR investment action
• Corrected an issue with some recurring transactions causing crash when set to automatically add to an account

SEE Finance Version 0.9.8
Released 12/23/2009

• Improved file loading speed
• Can now hide/show accounts
• Better account exporting
• Restores last view used
• Remembers last used report and budget
• More options for account list action button
• Remembers expansion state of categories
• Graphs can now have any background color
• Better color handling for labels
• Can now reset all preferences to initial defaults
• More tables use preferred table row height and font
• Can now customize currency formatter symbols in preferences
• Many speed and performance modifications
• Many other enhancements and minor bug fixes

SEE Finance Version 0.9.7a
Released 11/26/2009

• Corrected an issue with multiple reports/budgets and value calculations

SEE Finance Version 0.9.7
Released 11/26/2009

• Added ability to search split transactions
• Added "Search Total" to searches
• Added preference to always show search bar
• Search string now does not reset after switching views
• Transaction image windows now retain their size
• Fixed reports and budgets handling of multiple accounts
• Made Split Transactions more recognizable by having them not show the account balance and indented further in "Icon" view
• Changed most alert windows to have keyboard shortcuts
• Changed most alert windows to have keyboard shortcuts
• Transaction entry and editing now capable of being 100% mouse free
• Now remembers last selected transaction after switching views and switching back
• Budgets now have fixed and pending amounts
• Better built in web browser
• Now uses a different web browser for each account (was using the same for each account type before)
• Removed account download setup user names from file (now will be stored in Apple's Keychain Services if desired)
• Improved recurring transactions
• Now shows next and last date in recurring transactions table
• Added Semi-Monthly, Bi-Monthly and Quarterly recurring types
• Now all previous "Bi-Monthly" listings are called "Semi-Monthly" through the program (reports and budgets)
• Fixed issue where loan recurring transactions were not being deleted when loan accounts were deleted
• Improved updating process
• Many other enhancements plus some general stability improvements and minor bug fixes

SEE Finance Version 0.9.6e
Released 11/15/2009

• Added ability to customize an account's default new transaction ("Transactions" menu item)
• Better bond quote handling (and also now works with zero coupon bonds)
• Improved currency formatters for different localizations
• Fixed issue with reports and transaction splits showing values for different time period
• Fixed issue where reports were missing some transactions
• Added "Total Income" and "Total Expenses" to custom reports
• Added shortcut for splitting transactions
• Improved Direct Connect downloads setup
• Better account downloading process
• Improved QIF file importing
• Remembers more last used import settings for all file types
• Better Loan Tracking (now also adds other payment if needed, may require a loan account to be setup again)
• Fixed issue where budgets would not pick up transactions downloaded when creating an account by downloading information
• Added "Type" constraint to transaction filters
• Many other enhancements plus some general stability improvements and minor bug fixes

SEE Finance Version 0.9.6b
Released 11/7/2009

• Added duplicate transaction checking feature
• Significantly improved file loading time
• Faster custom reports
• Improved custom reports
• Faster budgets
• Improved budgets
• Improved statement reconciliation
• Better CSV importing
• Now allows both debit and credit columns in CSV import
• Now allows you to skip X number of rows in CSV import
• Remembers last QIF import date format setting
• Remembers last CSV import settings
• Fixed importing issue with date formats like "MM DD YY"
• Fixed issue where exchange rates would download just for Pound and Pence
• Fixed issue with bonds and their quotes not updating when their variables changes
• Can now search transactions by type
• Saves search buttons last on/off state (by individual account type)
• Added option to import accounts from QIF files as income accounts
• Added Check and Transaction Number fields to transaction "Icon" views
• Improved importing speed
• Fixed graph selection issue in statements
• Balance Report now has overall balance field
• Many other enhancements and minor bug fixes

SEE Finance Version 0.9.6
Released 10/30/2009

• Now able to import multiple accounts from QIF, QFX, and OFX files in one simple setup process
• Now able to import and export category lists
• Added cash positions to composition pie charts
• Added position market value bar to portfolio
• Added composition and sector exposure graphs to account Overview view
• Can set custom colors for investment portfolio composition and sector exposure pie chart slices (set in preferences)
• Can set highlight and background colors for investment position tables based on gain/loss (set in preferences)
• Greatly improved investment accounts and position tracking
• More institutions available for Direct Connect
• QIF import now matches found securities and their symbols to investment transactions
• Better/easier date format matching for importing QIF and CSV files
• Added ability to select/unselect individual transactions to import (instead of all or nothing)
• Can now choose to use filters or not during importing
• Add security columns to QIF/OFX importing
• Can now resize import windows
• Better QIF Exporting
• Remembers last used table view (list or icon)
• List and Icon tables now show/hide edit view when double clicked
• Currency formatters can be set to generic ones without symbols in accounts (set in preferences)
• Added search transactions by amount feature
• Now restores sorting for transaction list view and icon view tables
• Added "Launch Calculator" menu item in the "Accounts" menu
• Improved graphing and its stability
• Fixed balance setting issue with sorting columns and transactions with the same date and credits and debits aligning up correctly (credits first, then high to low)
• Balances view now remembers expanded state
• Budgets now show better indication for income monitoring (red for under 50%, yellow for under 80%, and green for over 80%, expenses show red for over 100%, yellow for over 90%, and green under 90%)
• Budgets can now have custom ranges set for displaying the red, yellow or green colors for the monitors (set in preferences)
• Reports and Budgets now ignore the "Starting Balance" transactions
• Added feature to create transfer transactions from the "Transaction" menu
• Better Split transaction handling of amounts
• Better updating feature
• Can now choose to skip update if you desire
• Better built in web browser

SEE Finance Version 0.9.5
Released 10/16/2009

• Improved stability with Snow Leopard
• Better investment account/transaction handling and quote updating stability
• Fixed compatibility issues with some financial institutions setting up account downloads
• Many more financial institutions available for Direct Connect downloads
• Improved Reports and Budgets
• Better OFX and QFX file importing
• Improved online web viewing and downloading from within the application
• Reorganized and revised help files. Also, now available online
• Several other enhancements and minor bug fixes

SEE Finance Version 0.9.4a
Released 9/30/2009

• Improved Reporting
• Improved Budgets
• Better compatibility with financial institutions setting up account downloads
• Better investment account/transaction handling and quote updating stability
• Various other enhancements and minor bug fixes

SEE Finance Version 0.9.4
Released 9/24/2009

• Now restores last document opened at launch
• Added ability to autosave files
• Better compatibility with financial institutions setting up account downloads
• Improved QIF, OFX, QFX, and CSV file importing
• Better investment account/transaction handling and quote updating stability
• Improved updating process
• Added bi-weekly reoccurring frequency for scheduled transactions
• Removed time delay at startup for unregistered users
• Various other enhancements and minor bug fixes

SEE Finance Version 0.9.3a
Released 9/17/2009

• Fixed issues setting up credit card, loan, and investment account downloads
• Improved investment account handling

SEE Finance Version 0.9.3
Released 9/16/2009

• Improved compatibility with financial institutions setting up account downloads
• Better QIF file importing
• Added ability to sort transaction tables and other tables
• Default categories can now be deleted
• Better QIF file importing
• More currencies to choose from
• Faster loading of data
• Many other enhancements and minor bug fixes

SEE Finance Version 0.9.2
Released 9/8/2009

• Snow Leopard Compatible
• Faster scrolling of transactions
• Improved compatibility with some financial institutions setting up downloads
• Added ability to password protect documents
• Better QIF file importing
• Improved category matching for importing
• Added ability to use closest category match for importing
• Better investment support
• Please register prompt decreased from 15 second delay to 10 seconds
• Registration quicker and easier

SEE Finance Version 0.9.1a
Released 9/4/2009

• Fixed bug preventing registration code verification for some users

SEE Finance Version 0.9.1
Released 9/3/2009

• Date formatters now use System Preferences selected locale
• Added ability to set imported transactions as reconciled
• Added ability to duplicate selected transaction
• Added ability to mark selected transaction(s) as reconciled
• Added ability to duplicate selected report
• Added ability to duplicate selected budget
• Improved account direct downloads support
• Improved compatibility with some financial institutions setting up direct downloads
• Investment positions show indication when they are being updated

SEE Finance Version 0.9.0
Released 8/27/2009

• Initial Public Release