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Upcoming: moneyGuru 1.2.0
I am now starting to work on moneyGuru 1.2.0. Coming in this version:
Scheduled transactions: This is a big one. It is likely to take me a significant amount of time to complete it, so don't expect a crazily fast release rate like 1.0 --> 1.1 :)
Scheduled transactions will be implemented unlike the "common" way of just having a list of transactions, and when the day comes, pop a dialog and add instances of those transactions. They're going to be the first tool for the "forecasting" part of moneyGuru. When you add a scheduled transaction, it will appear with the rest of the normal transactions, and all expected instances of the scheduled transaction in the current date range will also show up, both in the transaction list and in the charts.
Without the budgeting feature, scheduled transactions alone will make your future net worth look way brighter that it is supposed to look (scheduled salary is typically much higher than scheduled bills), but well, better than nothing!
Nicer weekly bar charts: The problem with weeks is that they don't exactly fit in months. This causes tiny bars to show on the left and right edges of the bar charts. These bars are rather irrelevant and ugly.
The plan is to stray a little bit from the rule where only data in the date range is shown, and have the bar charts overflow their monthly/quarterly ranges to show only complete weekly bars.
Remember column states better: moneyGuru currently remembers the columns' visibility between sessions, but it doesn't remember their order. There are also some issues with auto-resizing (the columns are auto resized to fit the width of the table) and I have to think of the best way to resolve it.
- Scheduled transactions
- Nicer weekly bar charts
- Remember column states better
Scheduled transactions: This is a big one. It is likely to take me a significant amount of time to complete it, so don't expect a crazily fast release rate like 1.0 --> 1.1 :)
Scheduled transactions will be implemented unlike the "common" way of just having a list of transactions, and when the day comes, pop a dialog and add instances of those transactions. They're going to be the first tool for the "forecasting" part of moneyGuru. When you add a scheduled transaction, it will appear with the rest of the normal transactions, and all expected instances of the scheduled transaction in the current date range will also show up, both in the transaction list and in the charts.
Without the budgeting feature, scheduled transactions alone will make your future net worth look way brighter that it is supposed to look (scheduled salary is typically much higher than scheduled bills), but well, better than nothing!
Nicer weekly bar charts: The problem with weeks is that they don't exactly fit in months. This causes tiny bars to show on the left and right edges of the bar charts. These bars are rather irrelevant and ugly.
The plan is to stray a little bit from the rule where only data in the date range is shown, and have the bar charts overflow their monthly/quarterly ranges to show only complete weekly bars.
Remember column states better: moneyGuru currently remembers the columns' visibility between sessions, but it doesn't remember their order. There are also some issues with auto-resizing (the columns are auto resized to fit the width of the table) and I have to think of the best way to resolve it.
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Inappropriate?Here's a first preview. It has the weekly bars overflow in graphs and an interface for making scheduled transactions (it does nothing yet, it's just pretty and there):
You can get it there:
http://download.hardcoded.net/moneygu...1 Comment
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Looking forward to scheduled transactions, but at the moment they don't save!
When I tried to create a scheduled transaction and a normal single entry to see if anything got saved, the single entry became a scheduled transaction.
Back on version 1.1 for the time being. -
Inappropriate?This is where things become interesting. This is a second preview for moneyGuru 1.2.0 where scheduled transactions are kind of implemented. It is still flakey, but if you don't stray too far of the expected transactions, it works.
To create a scheduled transaction, first create a normal transaction that you want to repeat at regular intervals. Then, open the Transaction Info panel and set the "repeat" attribute to something, then save.
All scheduled transactions will be displayed for the current date range. The graphs also include them into their data. You can edit any scheduled transaction and it will be recorded as an exception. If you hold shift when you perform an edit, this exception becomes the new rule (all future occurrences are affected). To stop a schedule, delete a scheduled transaction while holding shift. To just skip a beat, don't hold shift. Neat huh?
Before using this preview version, please make sure you have a backup of your moneyGuru file first. Here's the link:
http://download.hardcoded.net/moneygu...
Note that there is no way to "materialize" a scheduled transaction yet. So scheduled transactions always stay scheduled, making the whole thing kind of useless, but this preview is just a showcase.1 Comment Add a comment
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OK. Just had another session with scheduled transactions.
I like the way they work. Had a few problems with editing at first: kept ending up with duplicate transactions.
Would be nice if there were a facility to limit the scope of the scheduling by date or number of events. Would be more convenient than deleting the unwanted and all subsequent events, but not a big deal.
Looking forward to being able to save the file! -
Inappropriate?Derek, thanks for the feedback (I think you're the only person who gave this preview a try. ahh, the joys of a tiny initial user base :) ). I had a crazily busy week (and next week looks like it's going to be the same), so I didn't have development time at all, but I'm working on the saving bug right now (to be frank, I didn't even notice it before posting the preview) and I hope to be finished by the end of the day. Hopefully, this will enable you (and any other potential user, I can always dream) to have a fairer try at the feature.1 Comment Add a comment
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Excellent.
Sorry about lack of interest in your excellent application. Problem may be that there are a great many second-rate apps out there and yours is just regarded as another. I have registered a great many in the past (Moneydance, iFinance, iBank, Squirrel to name but a few) only to find that the developer rapidly loses interest, bugs remain unfixed and development stagnates.
moneyGuru may be the Quicken killer that every Mac user seems to be looking for. For example, there are a lot of disaffected users of iBank out there. Check out the forums (http://www.iggsoftware.com/forums/ind...) to get a feel of what they're looking for to see if you can fill the void.
For me, moneyGuru works really well (just as soon as I can save scheduled transactions!). Your implementation means I do not actually need a forecasting feature as it's effectively built in.
Keep at it. -
Inappropriate?I've got the save/load bugs fixed (AFAIK, there might be others) and I also nailed an edition bug where scheduled transactions would be duplicated, I'm not sure if it's the one you actually encountered though, but it certainly looked like it.
What's left to do is a way to "materialize" the scheduled transactions, an easy way to spot where forecasting begins in the graphs, a few bugs I noticed but haven't fixed yet, and stress testing of the feature (I've got enough on my hands now with fixing obvious bugs).
Of course, the warning about backing up your file before trying this preview version still stands. Here's the link:
http://download.hardcoded.net/moneygu...1 Comment Add a comment
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Save/load still needs work I'm afraid: creating a scheduled transaction and then deleting one or more of the future entries saves an unreadable file. mG 1.1.2 will open the file but with a duplicate entry of the transaction that was used as the basis of the scheduled transaction.
Also, scheduling a reconciled transaction creates reconciled transactions which cannot be unreconciled. -
Inappropriate?Thanks for the bug report. Here's a new preview fixing the bugs mentioned above as well as an additional save/load bug.
http://download.hardcoded.net/moneygu...1 Comment Add a comment
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I think the scheduled transactions feature is pretty well nailed now, except that editing is a bit flaky.
It seems that editing can only be done once. For example, if I create a scheduled item of £100 for 25th of each month, then go to the first instance and change it to £200 for 20th for all future transactions, all is well. If I then edit the first instance again for all future transactions, I get an additional scheduled transaction rather than amended future transactions. -
Inappropriate?Here's the 5th preview for moneyGuru 1.2. It contains fixes made in 1.1.2 and 1.1.3, the possibility to reconcile scheduled transactions (which is the only way to "materialize" it) and fixes the duplication bug Derek wrote about.
http://download.hardcoded.net/moneygu...
I'm not sure I will add a field in the Transaction Info panel to add a stop date to a scheduled transaction. I think that the current delete/change scheme works rather well, and I really want to avoid cluttering the info panel. I think I'll wait to have more feedback about it (it's easier to add it later than to remove it later).3 Comments Add a comment
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Whoa! Unusable. Opened my existing database and the balances were all over the place. Seems as if the scheduled transactions are being recreated and duplicated.
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Yes, sorry, there has been a little change in how scheduled transactions are saved. You might have to re-create them. However, in the simple cases, there should normally only be one extra instance of it (the first one), which you can simply delete. This change was needed to fix that duplicating bug you wrote about.
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OK. Couldn't do it the easy way, so had to recreate from scratch. No problems so far. Looks like scheduled transactions are fixed.
On reflection, I agree that the current system works well and no need for any entry limitation. Deleting is just as easy. -
Inappropriate?Here's a 6th preview with persistent column size and position as well as 1.1.5 fixes.
http://download.hardcoded.net/moneygu... -
Inappropriate?And here's a new one with customizable font size. The only thing left (apart from stress testing) would be to add a visual indication of future data in the graphs.
http://download.hardcoded.net/moneygu... -
Inappropriate?After having thought about it a little further, I think I will postpone this feature of having a different color in the graph for future data. For the balance graph, it's all nice, but things get fuzzy when going in the bar chart area. I think I'll wait until the budget feature is in to actually design this feature.
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Inappropriate?Looking good. At least, I haven't had any problems of which I am aware.
Just noticed that transactions on the same day seem to change order arbitrarily. Not really a problem, but I prefer deposits to show up first. -
Inappropriate?When do they change position, during when re-opening the file? When you're modifying them? Normally, the order in which transactions are within the same date is the order in which they've been created (you can drag them around to change that order)2 Comments Add a comment
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Not sure. Seems to be when I change a scheduled transaction. Scheduled transactions don't appear to be draggable, but seem to move after saving and restarting moneyGuru.
The scheduled transaction dragged doesn't seem to be the one moved either. Weird.
Will have another look later. Am in middle of shifting all my stuff on to my new MacBook Pro. -
Out of topic: The new shiny macbooks? How is the glossy aspect in the real world? I always figured that the glossiness would end up being real annoying.
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Inappropriate?It's really annoying. Problem is that I gave my old MacBook Pro to my daughter and borrowed her G4 PowerBook in the interim, thinking I'd get a new model. Didn't think Steve would dump the matt screens in the Pro models. I got really caught out there.
I’m going blind with the glare
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Inappropriate?Regarding random sorting of transactions, I attach image showing change after opening moneyGuru, saving without actually doing anything, closing and then reopening moneyGuru.
2 Comments Add a comment
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Is there a scheduled transaction involved (on the same day)?
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All four are scheduled transactions on the same day.
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Inappropriate?Here's another one with tons of little fixes, mostly related to scheduled transaction edition and undo (undo wasn't working at all with schedules before) after such editions. I also fixed that ordering bug, or at least I think I did. It's not possible to re-order scheduled transactions, but now at least, the order always stays the same.
http://download.hardcoded.net/moneygu...1 Comment Add a comment
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Nope. Scheduled transactions still moving about.
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Inappropriate?Sorry Derek, I hadn't tried hard enough to reproduce the issue after my supposed fix. This time, I think I got it. I also fixed a couple of other glitches, some related to transaction move, some to autofill. I also started updating the help file.
http://download.hardcoded.net/moneygu... -
Inappropriate?I just released moneyGuru 1.2.0.2 Comments Add a comment
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Thanks. Transactions don't seem to be moving around anymore in the beta, so 1.2 is probably ready.
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Thanks. Transactions don't seem to be moving around anymore in the beta, so 1.2 is probably ready.
