SEE Finance 1.1.13

What's new in this version:

SEE Finance 1.1.13
Additions:
- Added the ability to perform updates by sending users to a web page for specific instructions on how to update.
- Added a note for activated recurring transactions that they are not editable when activated.
- Added an alert when trying to activate a recurring transaction that is expired or that has an end date set before its start date.
- Added an error alert when account downloads fail due to general connection errors not specific to the OFX downloading protocol such as general - HTML errors.


Adjustments:
- Adjusted available options for the applications available to identify as for downloads.
- Adjusted available currencies to include: VES, STN, MRU and BYN.
- Implemented a work around for misconfiguration of the financialtrans.com OFX server used by several brokerages because it cannot properly - interpret a transaction download request using dates with time.
- Stopped removing transactions from files based on the unique IDs provided by the institution in case the selected accounts is not the account - receiving the imported file’s information.
- Improved the check if the selected date format is appropriate when importing QIF, QMTF and CSV files.
- Adjusted QIF file importing to check for the same account for being listed with multiple sections of transactions and combining them into the one - account.
- Adjusted QIF file importing to discard zero amount splits.
- Enable hardened runtime on macOS.

Bug Fixes:
- Fixed an issue where a crash could occur when generating a very large PDF for a report or budget.
- Fixed an issue in Balances reports where the cash balance for an account set to be hidden from balances would be included in the “Portfolio” - listing.
- Fixed an issue where setting the name and other settings manually for securities would trigger a change when that value wasn’t actually changed.
- Fixed an issue where the listed time zone abbreviation for dates in download requests would be incorrect for computers using a non-US region.
- Fixed an issue not being able to download files from the built-in browsers in account Online views for some websites when using macOS 10.13 High - Sierra.
- Fixed an issue where importing OFX/QFX files where the program would remove transactions with the same unique file ID when the preferences to do - so was off.
- Fixed an issue where you couldn’t import a single row from a CSV file.
- Fixed an issue where possible duplicate transactions imported from a CSV file would never be pre-selected for import regardless of their possible - match.
- Fixed an issue exporting QIF files where transactions that had a split without a set category wouldn’t have the blank category line included.
- Fixed an issue where QIF exports could export "null" for account balances or -0.00 instead of just 0.00.
- Fixed an issue exporting investment transactions to QIF files where a non-unit changing transaction would export with zero units and zero unit - price.
- Fixed a bug exporting TXF files.
- Fixed an issue where the keyboard shortcut to select the statements view would respond when viewing the Portfolio section and show a blank - statements section.
- Fixed an issue where the Info views in the Portfolio section could appear in the wrong location.
- Fixed an issue where graphs could improperly ask for drawing info from a background thread.
- Fixed an issue with “Other” pie chart slices not allowing access to their components.
- Fixed an issue displaying the wrong text color for fields of selected quotes in the quotes tables in macOS 10.14 Mojave.
- Fixed an issue with various fade in and fade out animations on macOS 10.14 Mojave.
- Fixed an issue detecting mouse location in pie charts on macOS 10.14 Mojave.
- Fixed an issue displaying the wrong text color for fields of selected rows in various fields when the selection doesn’t have focus.
- Fixed an issue where a backup file from a previous day would be removed if it was within 24 hours of the new backup file being generates when the - preference to keep only one backup per day was on.


SEE Finance 1.1.11
Adjustments:
- Added a workaround for Vanguard’s misconfigured OFX Direct Connect server responding with blank HTML 200 responses.
- Adjusted OFX Direct Connect downloads to accommodate for missing trailing slashes in institution URLs.
- After downloading a new update for the non-Mac App Store version of the program will no longer attempt to unzip the downloaded update as it was failing on some versions of macOS and confusing users (will apply to the next update).
- The alert for changing the amount restriction for a transaction type to either positive or negative values only now defaults to "Cancel" being the default button.
- Stopped exporting the "Split" category to QIF files.

Bug Fixes:
- Fixed an issue with macOS 10.13 High Sierra where the program could not generate dates for reports when for some regions (date formats).
- Fixed an issue introduced in version 1.1.10 where drop down windows wouldn’t be dismissed on macOS 10.8 or earlier.
- Fixed an issue where a watched security could be deleted from a file when importing transactions using that security. It would eventually be re-created on the next update of investment positions.
- Fixed an issue where investments held in different currencies would not be updated with the proper exchange rates when the program was in the background such as when performing a quote download and switching to a different program.
- Fixed an issue where when using one of the preset date range options, such as "Current Month" and "Year to Date", for a budget the shown date range wouldn’t be correct. The actual data was based on the expected date range.
- Fixed an issue with sorting items by name when they include numbers (categories and report items).
- Fixed an issue where sorting of payees and categories would not be retained in the main Payees and Categories views.
- Fixed an issue graphing values that don’t vary more than 0.05 in range and are not being constrained to zero.
- Fixed a long standing bug that could cause a crash when detecting mouse movements in pie charts.
- Fixed a long standing bug that could cause a crash that could occur when attempting to re-create an account download connection.


SEE Finance 1.1.10
- Adjusted OFX Direct Connect profile information requests usage of line breaks


SEE Finance 1.1.9
Adjustments:
- Adjusted QIF file importing to check for cases of investment transactions that indicate a transfer, but no transfer information is found and have those transactions automatically categorized with the same account they are in to keep from affecting the account’s cash balance.
- Adjusted next key views in the accessory windows to loop through the buttons appropriately.

Bug Fixes:
- Fixed an issue downloading investment historical quotes. The historical price's close and adjusted close prices were flipped by the datasource and all securities that have downloaded historical prices will have their historical prices removed.
- Fixed an issue where the current midday quote could be added to the historical quotes (was/is self-correcting).
- Fixed an issue where investment transactions with the same security symbol, but different security currencies could result in only one security being generated and shared.
- Fixed an issue importing investment distribution transactions where the final distribution amount could not be properly adjusted for the state withholding amount.
- Fixed an issue importing from QIF files for non-investment accounts where the generated starting balance transaction’s amount could be incorrect due to transactions using the account they are in as their category.
- Fixed an issue when searching transactions by amount where a transaction might not be found when specifying exact decimal places.
- Fixed an issue when the sorting of table columns would be cleared, such as when importing/downloading transactions, but the last sorted column would still be highlighted.
- Fixed an issue where performing a task where a progress drop down window was shown could have the progress drop down window stuck if you minimize the file’s window.


SEE Finance 1.1.8
Adjustments:
- Money market funds can now be updated when downloading quotes

Bug Fixes:
- Fixed an issue downloading investment historical quotes
- Fixed an issue downloading investment information and there being erroneous decimal values for quotes


SEE Finance 1.1.7
- Fixed an issue downloading investment quotes


SEE Finance 1.1.6
- Fixed an issue downloading investment quotes
- Various other minor adjustments and bug fixes


SEE Finance 1.1.5
Adjustments:
- Brought back keyboard shortcuts of “Command up arrow” and “Command down arrow” to change transaction selection
- The program no longer inappropriately re-writes stored Keychain items each download
- When OFX downloads are missing the DTEND, which the program uses for the next download’s DTSTART, the program will now use the date of the most recent transaction in the download instead
- Added “Enter Full Screen” View menu option

Bug Fixes:
- Fixed an issue downloading investment quotes
- Fixed an issue where the “Unreconciled Amount” for manually created statements would be incorrect initially