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Upcoming: moneyGuru 1.5
I am starting the development of moneyGuru 1.5 and here's a list of the upcoming changes:
Printing: It will be possible to print whatever is currently shown by moneyGuru.
Remember target account in CSV layouts: The CSV layouts will remember the last target account chosen for import.
Multi-currency estimate split balancing: The rule in moneyGuru is that if a transaction involves more than one currency, it wont try to balance itself. However, quite often what happens is that a transaction involving currency trading have their trading fee included in the exchange rate itself (like what happens with Paypal when you exchange a currency. It takes the current exchange rate and adds 2% or so to it). If you want to count that fee as an expense, it involves some work which moneyGuru could do instead. I will add a button in the Transaction info panel and when you press it, it will add a split that tries to balance the transaction using current exchange rates.
Transaction re-assignment upon account deletion: When an account is deleted, all transactions in that account are unlinked from that account (causing them to be "Unassigned"). In this version, when you delete a non-empty account, you will be prompted for an account to re-assign the transactions to.
"Forecasted" column in the net worth and profit sheets: moneyGuru nicely give you forecasted amounts for your accounts if your date range ends in the future. However, you sometimes want your current financial status as well. For now, the only way to get your current status is to use the "Year to date" date range. With this version, the "Start", "End", "Current", "Last" column will only compute until today. I will add a "Forecasted" column that will contain stats computed until the end of the date range.
Account exclusion will now affect the Transactions view: There is no way right now to get a list of transactions for a particular set of accounts. With this version, transactions affecting only excluded accounts will not be shown in the transactions view.
Totals for increase/decrease columns in the Account view.
And a few other minor enhancements.
Printing: It will be possible to print whatever is currently shown by moneyGuru.
Remember target account in CSV layouts: The CSV layouts will remember the last target account chosen for import.
Multi-currency estimate split balancing: The rule in moneyGuru is that if a transaction involves more than one currency, it wont try to balance itself. However, quite often what happens is that a transaction involving currency trading have their trading fee included in the exchange rate itself (like what happens with Paypal when you exchange a currency. It takes the current exchange rate and adds 2% or so to it). If you want to count that fee as an expense, it involves some work which moneyGuru could do instead. I will add a button in the Transaction info panel and when you press it, it will add a split that tries to balance the transaction using current exchange rates.
Transaction re-assignment upon account deletion: When an account is deleted, all transactions in that account are unlinked from that account (causing them to be "Unassigned"). In this version, when you delete a non-empty account, you will be prompted for an account to re-assign the transactions to.
"Forecasted" column in the net worth and profit sheets: moneyGuru nicely give you forecasted amounts for your accounts if your date range ends in the future. However, you sometimes want your current financial status as well. For now, the only way to get your current status is to use the "Year to date" date range. With this version, the "Start", "End", "Current", "Last" column will only compute until today. I will add a "Forecasted" column that will contain stats computed until the end of the date range.
Account exclusion will now affect the Transactions view: There is no way right now to get a list of transactions for a particular set of accounts. With this version, transactions affecting only excluded accounts will not be shown in the transactions view.
Totals for increase/decrease columns in the Account view.
And a few other minor enhancements.
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Inappropriate?Virgil, that sounds like a very promising to-do list for v. 1.5! I am curious to try your first built soon. In particular to be able to print will be a very helpful feature but all the others are interesting too.
I’m excited
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Inappropriate?Today was the first time I played with the Cocoa's printing system and so far I like it. Here is a preview build which contains the Multi-Currency balance feature (there's a new button in the Transaction Info panel. very neat, now I can finish my taxes) and a very crude beginning of a printing feature:
http://download.hardcoded.net/moneygu...
The printing "works" for every view, but only the Transaction view will show anything meaningful (the others just show garbage). The Transaction view printing is far from finished, but it will list all transactions (without pagination processing, so rows are cut in half by page changes) that are currently shown when you hit Print. -
Inappropriate?Virgil,
An idea I proposed earlier, but it seems to have gone lost: Credit Limits. It would be great to have that figure, if any, shown in each account next to the title of the account. Potentially, also a highlighted line (blue, orange) that shows when the limit is exceeded. Or some other warning.1 Comment
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It's not lost, it's just that this functionality belongs to a set of features that I haven't fully designed yet, that is, the calculated transactions feature. This feature will allow to set more complex rules for budget and scheduled transactions. -
Inappropriate?In this 2nd preview release, I improved the Transactions print feature. Pagination works as expected (rows are not cut in half by pages) and I added a smarter column auto-sizing.
Additionally, I improved CSV imports according to the issue raised in this thread.
http://download.hardcoded.net/moneygu...
Tom, since you expressed interest in the print feature, I'd like to have your opinion on column auto-sizing. This is a tricky problem and I'm not sure what most users want. What it does right now is that it computes the width necessary to display every cell in the column. If the total width of all columns together is higher than the page's width, I resize non-prioritized (date and amount column are considered prioritized as it is important that their values are not truncated) proportionally so all columns fit in the page. Thus, it means that some values are truncated in other columns.
Is this what you need from a print feature, or would you prefer something else (like that the data spans on more than one page, or that the columns are resized according to another prioritization scheme)?1 Comment Add a comment
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Virgil,
First, the CSV file problem with the date format seems to be fixed. Second, I haven't much time to play around with the new printing feature yet but at a first glance I like the column auto-sizing in general. However, the result of truncated column should be avoided as far as possible.
Some first suggestions/thoughts:
- option to use landscape format (haven't found a way to do so yet...)
- line brake/word warp in columns with text like the "Description" column
- option to adjust the character size for printing only (maybe as a fixed preference?)
alternative:
- option to adjust columns before printing
- option to exclude specific columns for printing
(this way the user could decide in cases the auto-sizing produced truncated columns).
I hope to give you some more feedback soon... -
Inappropriate?This new preview includes all other view in the printing feature and adds charts into the game. It also fixes a some crashes.
http://download.hardcoded.net/moneygu...
Tom, thanks for the suggestions. I haven't figured out how to allow landscape mode yet, but I'll look into it. Having some rows to be multi-lined adds yet another layer of complexity to the whole thing so I'm not sure it's worth it, but then again, I'll have to do it to correctly display split transactions, so it might end up being worth it.
The size of the printing is already adjustable, because it is the same as the Font Size preference (if you make your moneyGuru font bigger, your printing fonts will also be bigger)
At first, I implemented the printing so that the columns width are proportional to the columns width in the application, but it was a pain to get them right. The auto-width calculation does a better job. Of course, there might be a printing preview where it's possible to adjust columns, but that is quite a big chunk to implement, and is out of scope of this release. Maybe in the future.
It's already possible to exclude columns from the printing because moneyGuru will only print visible columns (and column visibility can be adjusted in the View options).1 Comment Add a comment
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"...I haven't figured out how to allow landscape mode yet, but I'll look into it."
Probably the option to use landscape format would solve in most cases the truncated column problem so that I guess it would worth the effort. In addition it would allow to print more columns in a proper way.
"...Having some rows to be multi-lined adds yet another layer of complexity to the whole thing so I'm not sure it's worth it, but then again, I'll have to do it to correctly display split transactions, so it might end up being worth it."
I am not a coder but I certainly can imagine that this is something of more complexity. However, I would like to see the same feature for the screen display as well.
"...The size of the printing is already adjustable, because it is the same as the Font Size preference (if you make your moneyGuru font bigger, your printing fonts will also be bigger)"
"...It's already possible to exclude columns from the printing because moneyGuru will only print visible columns (and column visibility can be adjusted in the View options)."
Yes, that's true but I think that isn't the same. I would prefer that I don't need to adjust my font size or my columns for the screen display if I like to print something. Also the screen size must not fit the paper size. However, it offers a work around if I really need to adjust these settings.
"...At first, I implemented the printing so that the columns width are proportional to the columns width in the application, but it was a pain to get them right. The auto-width calculation does a better job. Of course, there might be a printing preview where it's possible to adjust columns, but that is quite a big chunk to implement, and is out of scope of this release. Maybe in the future."
Actually, I think that is something that isn't front-ranking as long I am able to make a printout where all columns I need are displayed properly. Again, the landscape format could be the "first aid" feature...
On balance I really like the new printing feature and I believe you are on the right track! Keep up the good work! -
Inappropriate?This new preview completes (well, I'm sure I'll have some tweaks to make...) the printing feature. The landscape feature ended up being trivial to add (it's selected through the Page Setup menu option). I added titles to the pages (that include page number and date range), as well as splits.
http://download.hardcoded.net/moneygu...2 Comments Add a comment
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The new built is much better and the landscape format helps a lot to avoid truncated columns.
However, I only use five columns (Date, Description, From, To, and Amount) but I still have the problem that the description column is sometimes truncated (even if I use 8 points as font size). The reason is that my banks insert many information in the description field that I need to store and sometimes to print out. Anyway, I am happy with the landscape format for the moment and will wait patiently whether you may add multi-lined adds...
Another minor issue: I have noticed that the preview in the printing dialogue sometimes doesn't display all columns from the first page which will be printed. If I switch to the second page and back the problem typically disappears. Just to let you know.
Thanks! -
I also noticed the preview glitch. I never figured out what caused it.
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Inappropriate?This new preview is mostly about bug fixes (fixes I made for 1.4.3 plus some others). It turns out that this new automatic error reporting I added in the preview builds have been very useful for uncovering glitches that would otherwise silently be logged in the Console (and moneyGuru would misbehave without informing the user of the bug).
There's one new feature: When editing a transaction, if the date of the transaction would make the transaction go out of the current range, a blue arrow (going left or right, depending on the date) will be shown in the status column. This helps clarifying moneyGuru's behavior regarding date ranges.
http://download.hardcoded.net/moneygu...3 Comments Add a comment
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Do you have a detailed changelog? This would be very interesting.
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Hum, let's see...
- date range start / end date are now saved and restored between sessions.
- fixed bug where entering an invalid amount causes an exception.
- fixed bug where unreconciliation was possible outside of reconciliation mode and would cause an exception
- all account types can now be budget targets (but calculations for them are wrong, fix to come).
- when an account is renamed to a name that already exists, a dialog is shown instead of silently reverting the name.
- fixed bug where deleting the last row of a table while in edition mode would cause an exception.
- improved error handling with the currency cache database.
- added the date icon for edited transaction that are about to go out or range. -
It turns out I opened a can of worms by allowing income/expense accounts as budget targets. The implications in the budget calculation are larger than I thought. I'll back off this one until I implement a more global budgeting change (which is out of scope for the 1.5 release).
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Inappropriate?Here's a new preview, featuring:
- Transaction reassignment upon account deletion. When deleting a non-empty account, you are prompted for an account to reassign its transactions to.
- Global date swapping in imports. In the import window, the date swapping can now be applied to all applicable accounts in the import window.
- The transaction view now show a reconciliation checkmark if one of its entries is reconciled.
- Added Reconciled and Not Reconciled filters in the Transaction and Account views.
- Changed the Income and Expense filters to Increase and Decrease filters in the Account view (makes more sense).
- Added in Totals line right under the filter bar in the Account view. It shows the total Increase and Decrease value of the currently visible entries.
http://download.hardcoded.net/moneygu...6 Comments Add a comment
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Any chance of changing Delta to Change?
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Oh, yes, I forgot to schedule it for 1.5 (and it's such a trivial change). I'll schedule it right now.
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Thanks. It's the little things which annoy people I'm afraid.
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May I also ask for Delta $ to be renamed into Delta ∑... I am not using the US Dollar as main currency.
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Whoa. Delta, sigma...my head hurts.
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Well, I guess that "Change" and Change %" will do. I'm not sure that the ∑ is needed. If I add it to "Change", I would have to add it to "Start" and "End" to stay consistent. I agree about removing the "$" though.
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Inappropriate?This 7th preview is feature complete. List of changes:
- Delta --> Change column name change
- Added a Target Account selector in the CSV options panel (so that it is saved in the layouts)
- Added entry/transaction counts in the total bars.
- Lots of speed optimization in file loading and net worth/profit calculations.
http://download.hardcoded.net/moneygu...1 Comment Add a comment
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Oh, I forgot: cancelled the "Forecasted" column feature. More details in:
http://getsatisfaction.com/hardcodeds... -
Inappropriate?I released moneyGuru 1.5.0 just now.
