diff --git a/changelogs/ChangeLog-5.0.3.txt b/changelogs/ChangeLog-5.0.3.txt new file mode 100644 index 0000000..cc840e6 --- /dev/null +++ b/changelogs/ChangeLog-5.0.3.txt @@ -0,0 +1,879 @@ +commit 6076cd210c87fa009ed26d410b1731b22a76182a +Author: Thomas Baumgart +Date: Sun Jan 27 13:25:20 2019 +0100 + + Bumped version to 5.0.3 + +commit c9bacc5dc70ebdbb046a80331efe6f7ada90484f +Author: Thomas Baumgart +Date: Sat Jan 26 15:49:03 2019 +0100 + + Avoid destruction of object that is still being used + + The m_qifReader object was deleted to early. + + BUG: 403565 + FIXED-IN: 5.0.3 + +commit 6f793d892d70b3934d15c876c7e741b2567694e4 +Author: Thomas Baumgart +Date: Sat Jan 26 15:10:54 2019 +0100 + + Update last used directory when opening a file + + BUG: 403608 + FIXED-IN: 5.0.3 + +commit e01691a08631508bff4ad648b274caa8acd2cf00 +Author: Thomas Baumgart +Date: Sat Jan 26 14:40:27 2019 +0100 + + Updated currency entry for Angolan Kwanza + + BUG: 403617 + FIXED-IN: 5.0.3 + +commit 139aa5ea4c15e43cafae7bb924f3aaf1d3fa7b7b +Author: Thomas Baumgart +Date: Sat Jan 26 14:20:30 2019 +0100 + + Support sell w/o asset account + + Summary: + Allow a sell operation that reduces the number of shares to pay fees. + This is to handle mutual fund account fees. There is no money + transferred -- only a reduction in shares. + + BUG: 398133 + + Test Plan: I have tested entry and retrieval of the transaction. What needs to be tested how this change affects reporting. I can't do that. + + Reviewers: ostroffjh + + Differential Revision: https://phabricator.kde.org/D15215 + +commit b1fdee150af99db3134689efcb1ca3f5aff7daaa +Author: Thomas Baumgart +Date: Sat Jan 26 08:15:24 2019 +0100 + + Fix check number handling + + KMyMoney versions prior to 5.0 allowed to re-use check numbers. This is + not possible with the current 5.0 versions. This change will bring back + the original functionality. + + In case KMyMoney detects a duplicate check number it informs the user. + The user then has the possibility to assign the next free number or + leave the number as entered. It will not be cleared in this case + anymore. + + BUG: 402101 + FIXED-IN: 5.0.3 + +commit 91bc1a7adf09a856ee3070a2aadf147e3066bd62 +Author: l10n daemon script +Date: Thu Jan 24 08:28:47 2019 +0100 + + SVN_SILENT made messages (.desktop file) - always resolve ours + + In case of conflict in i18n, keep the version of the branch "ours" + To resolve a particular conflict, "git checkout --ours path/to/file.desktop" + +commit 1abdb472bfea9bd365c95c6cc102b98e1f1eaf6f +Author: l10n daemon script +Date: Thu Jan 24 07:14:29 2019 +0100 + + GIT_SILENT made messages (after extraction) + +commit 6b60d7012ab163b83520cd3163d60083e12f8ea6 +Author: Thomas Baumgart +Date: Wed Jan 23 15:54:26 2019 +0100 + + Add possible selected tag when leaving the transaction editor + + BUG: 403529 + FIXED-IN: 5.0.3 + +commit 2e5b3e53e6eff28c50269f7780b4dd80b7c6a469 +Author: Thomas Baumgart +Date: Mon Jan 21 20:10:29 2019 +0100 + + Resolved unused variable warnings + +commit 462e70c278ec7b2f5711bfdab3387c6b48fb52b8 +Author: Thomas Baumgart +Date: Mon Jan 21 17:28:24 2019 +0100 + + Fix testcase + + The JPY in this testcase does not have a fractional part, so we cannot + expect it in the reports output. + +commit f69ee7d76454a7e57fb998057ce16062c17702e4 +Author: Thomas Baumgart +Date: Mon Jan 21 16:34:32 2019 +0100 + + Fix plugin loader + + The Qt plugin system searches and reports plugins in the following + order: + + - current directory + - paths provided in QT_PLUGIN_PATH (separated by QDir::listSeparator) + - path provided by QLibraryInfo::location(QLibraryInfo::PluginsPath) + + The KMyMoney plugin loader stores all plugin metadata of the returned + plugins in a QMap to process them. It was not checked if a plugin was + already found and so the last instance always won the game leaving the + ones in the current directory or in one of the directories mentioned in + QT_PLUGIN_PATH without effect. + + This change makes sure to load and use the first plugin found and also + prints some more information on the console which plugins were found and + which ones are loaded. + +commit ca736511839941dedf37f0636651deb9bc4ae923 +Author: Thomas Baumgart +Date: Mon Jan 21 16:22:42 2019 +0100 + + Remove debug output + +commit 447213e04d6e7ab9022caeb5c258800625036967 +Author: Thomas Baumgart +Date: Sun Jan 20 13:48:31 2019 +0100 + + Improve transaction importer + + The transaction importer - used during online banking statement download + or file import - used to either copy the categorization of a transaction + that exactly matched the value of the imported transaction or the last + transaction found for that payee in the same account. + + This is a bit crazy if you have two alternating and slightly varying + payments from/to the same payee with very different amouts. This leads + to the fact, that in most cases it will choose the last one (which is + the wrong one in this scenario). + + With this change the importer now looks at all historical transactions + for the payee in the account and if no exact match is found use the + transaction with the smallest difference in value to the imported + transaction. This improves the above scenario very much. + +commit ccda8ef56380525989670612be6f642665aa7026 +Author: l10n daemon script +Date: Sun Jan 20 07:33:31 2019 +0100 + + GIT_SILENT made messages (after extraction) + +commit bd103f87388b56c873210266887272d490b22ad2 +Author: Thomas Baumgart +Date: Sat Jan 19 16:32:16 2019 +0100 + + Setup the transaction commodity based on the trading currency + + For new investment transactions the commodity was always set to the + baseCurrency instead of the securities trading currency. This usually + caused the values to be rounded to two decimals (smallest account + fraction of the base currency). + + This change fixes the problem by not looking at the empty original + transaction in this case. + + BUG: 403249 + FIXED-IN: 5.0.3 + +commit e38492cbc059796addb5a62861e75b851b2428e0 +Author: Thomas Baumgart +Date: Sat Jan 19 16:27:52 2019 +0100 + + Fix security creation logic + + In case no smallest account fraction is provided in the ctor of a + MyMoneySecurity object it should use the same value as provided for the + smallest cash fraction. Providing a default value of 100 destroys this + logic. This forced Palladium to have values always rounded to two + decimals. + + In case the user has such a security on file there is no other way as + manually fixing it by copying the value from the SCF attribute to the + SAF attribute in the XML file and the value in the smallestCashFraction + column to the smallestAccountFraction column in the database. + + CCBUG: 403249 + +commit 26621fb9d822af89ffeba9756c7f2a8264d6bf21 +Author: Thomas Baumgart +Date: Fri Jan 18 13:24:21 2019 +0100 + + Update copyright info + +commit 17c4af4a7eb1582e98979fc20acca4bc0da17658 +Author: Thomas Baumgart +Date: Thu Jan 17 09:17:50 2019 +0100 + + Display name of equity with strikeout font if the equity account has been closed. + + Summary: Display name of equity with strikeout font if the equity account has been closed. + + Test Plan: + Open Investment view. + Verify closed equity accounts are displayed with strike through font and open equity accounts are displayed with normal font. + Close an equity account. + Verify the display of the account just closed changed from normal to striked through font. + Reopen the equity account. + Verify the display of the account just reopened changed from striked through to normal font. + + Reviewers: #kmymoney, tbaumgart + + Reviewed By: #kmymoney, tbaumgart + + Subscribers: #kmymoney + + Tags: #kmymoney + + Differential Revision: https://phabricator.kde.org/D16433 + + (cherry picked from commit b17d61f598bb9bf240db41e3136606bb54424c04) + +commit 741e848593162aa670c735b812b0574dbb483907 +Author: Thomas Baumgart +Date: Thu Jan 17 08:17:57 2019 +0100 + + Fix division by zero errors in QueryTable + + Summary: + Code used to try to divide by zero. Fixed it to always check for the + denominator being 0 beforehand. + + Original patch by Zoltan Ivanfi + + BUG: 402708 + FIXED-IN: 5.0.3 + + Reviewers: #kmymoney, tbaumgart + + Reviewed By: #kmymoney, tbaumgart + + Subscribers: aacid, tbaumgart, ostroffjh + + Differential Revision: https://phabricator.kde.org/D17871 + +commit 5cf4c62fd0109b6ab8b42d3429e96b361a2e5ee0 +Author: Ralf Habacker +Date: Mon Jan 14 14:03:57 2019 +0100 + + Fix finding of alkimia version 7 with custom install path + + CCBUG:403156 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D18242 + +commit 82af18232bb780e5117318a4dc487c3638085a9e +Author: Ralf Habacker +Date: Mon Jan 14 14:03:35 2019 +0100 + + Fix cmake warning on finding alkimia package with different minor version + + FIXED-IN:5.0.3 + BUG:403156 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D18241 + +commit 3939181ec1ce65de5c13867e73e119cbcefca8b7 +Author: Thomas Baumgart +Date: Sun Jan 13 09:17:21 2019 +0100 + + Fix customized report loading and saving + + The storage of the accountgroup information for customized reports was + broken due to a mis-assignment between numeric and textual + representation. This was introduced with + https://phabricator.kde.org/D13581 which landed as commit + b7c44b7f705cd8. + + With the current change, the account group information will be + reconstructed during loading of the file depending on the report type + and the above mentioned assignment problem will be fixed. + + Also, the report type was not written for any customized information + report which caused a crash during usage after the next start of the + application. Since the report type cannot be detected automatically from + the available data in broken files, the type will be set to AccountInfo. + + A respective message is dumped to the console. Users may have to + redesign their loan, schedule and schedule summary reports. The problem + shows, if a user opens such a report and it now displays an account + information report. Nevertheless, the original report filter settings + are loaded correctly. + + All other report types are not affected by this problem. + + BUG: 403068 + FIXED-IN: 5.0.3 + +commit a606f027f9dade40b270636dc46cfc0d33340ed2 +Author: Thomas Baumgart +Date: Wed Jan 9 20:17:41 2019 +0100 + + Fix investment transaction editor + + The investment transaction editor did not handle all fields according to + the selected transaction type. This change fixes these issues. + + BUG: 403039 + FIXED-IN: 5.0.3 + +commit 97e3186babf1d4426f5fbd2cd9c9a6da459ea37d +Author: Thomas Baumgart +Date: Thu Jan 3 17:34:19 2019 +0100 + + Fix transaction register display in tags view + + In case a transaction had a tag assigned, an amount differing from zero, + a category assigned but no payee, the register in the tags view showed + wrong results. This fixes the behavior so that the memo is shown instead + of the erroneous text "*** UNASSIGNED ***" + + BUG: 347685 + FIXED-IN: 5.0.3 + +commit 6ae4b64acfcdbd1b1d2ff09fbb022957fe8aa647 +Author: Thomas Baumgart +Date: Thu Jan 3 10:47:59 2019 +0100 + + Fix initial state of "View/Show all accounts" + + In some circumstances, the initial display of the "View/Show all + accounts" option was not correct. This change sets the initial state + according to the setting after program start. + + BUG: 402814 + FIXED-IN: 5.0.3 + +commit c4bc9a09fb10b83567ea5ee0a297ceb1cdc9a0b7 +Author: Thomas Baumgart +Date: Thu Jan 3 10:35:15 2019 +0100 + + Show closed accounts in report configuration + + In case the configuration of a report references at least one closed + account, also closed accounts will be shown in the configuration widgets + + BUG: 397467 + FIXED-IN: 5.0.3 + +commit b0ddc9f4510e4f2390b98524e891a09a0c6206e6 +Author: Thomas Baumgart +Date: Thu Jan 3 08:55:47 2019 +0100 + + Update tax in multi-selection edit session + + In case the user edits multiple transaction at once and assigns a + category which has a reference to a tax-category, the relevant tax split + is created for all transactions and the values are updated accordingly. + +commit e366cd56856d668835fbdfa1d3e50b935a1ac160 +Author: l10n daemon script +Date: Thu Jan 3 08:19:19 2019 +0100 + + SVN_SILENT made messages (.desktop file) - always resolve ours + + In case of conflict in i18n, keep the version of the branch "ours" + To resolve a particular conflict, "git checkout --ours path/to/file.desktop" + +commit f838e3c0b7b3cd5543af3ce4a6119a9a41b2fcba +Author: Thomas Baumgart +Date: Wed Jan 2 18:23:02 2019 +0100 + + Automatically adjust tax split if possible + + Importing transaction assigns categories based on previous transactions + found with the same payee or a preselected category. In case such a + historic transaction contains multiple splits then these splits are + copied but the amounts of the splits are not adjusted based on the value + of the imported transaction. + + This change now adjusts in case the resulting transaction consists of an + asset/liability account, a taxable category and a tax category such that + the sum of all splits is zero based on the imported transaction. + + This also fixes the "Copy splits" feature when used on a taxed + transaction. + + BUG: 402794 + FIXED-IN: 5.0.3 + +commit b7a3cebd6ec88fe5a0d31bca58b9f3a6fd47d2de +Author: Thomas Baumgart +Date: Wed Jan 2 13:03:32 2019 +0100 + + Destroy transaction editor if still existent when closing file + + A leftover transaction editor is not a good idea. A better mechanism + would be to disable any file action while an editor is active but that + will be a larger change to be considered in the future. + + BUG: 402783 + FIXED-IN: 5.0.3 + +commit f800f7666ee31f64f8d17bbf4c51585e006c4922 +Author: Thomas Baumgart +Date: Tue Jan 1 17:34:18 2019 +0100 + + Don't change stock split factor by rounding + + Rounding of the stock split factor may cause the factor to become zero + which will later result in a division by zero. The factor must not be + rounded to solve the problem. + + BUG: 402750 + FIXED-IN: 5.0.3 + +commit daa58f3a993bdd55db094ec148d9dbcbe05963c6 +Author: Thomas Baumgart +Date: Tue Jan 1 14:33:21 2019 +0100 + + Fix dynamics of investment transaction editor + + The dynamic appearance of widgets depending on the selected activity was + completely broken. This caused trouble on the tab-order which was + reported. + + BUG: 402694 + FIXED-IN: 5.0.3 + +commit 7b21ad93648315003a1f3f56cd55ba830dedad8a +Author: Thomas Baumgart +Date: Tue Jan 1 14:28:15 2019 +0100 + + Removed unused code + +commit 3cace77952a9e3390160c51448a1587e71f04bbd +Author: Thomas Baumgart +Date: Mon Dec 31 16:40:15 2018 +0100 + + Don't send engine notifications for removed objects + + It could happen that modification notifications were still pending for + removed objects. One such instance was caused by removing whole account + hierarchies at once. This change fixes the problem. + + BUG: 402699 + FIXED-IN: 5.0.3 + +commit 1bc7f6a44a696b8625c4bd89df5d6a0f83071e30 +Author: Thomas Baumgart +Date: Tue Dec 25 20:36:38 2018 +0100 + + Fixed typo + +commit 647c856a193337e00b0af309ec9476292c1efaee +Author: Thomas Baumgart +Date: Tue Dec 25 20:36:12 2018 +0100 + + Fixed comments to contain correct names for the context + +commit 0b79fc5d74088029ff67f57ebe3b52fb285b1d51 +Author: Thomas Baumgart +Date: Tue Dec 25 20:34:55 2018 +0100 + + Remember the full URL for saving the database + + When using the 'open recent' feature on a database, the password was not + remembered and any following save operation of the data failed. This + change remembers the password for that operation. + + BUG: 402534 + FIXED-IN: 5.0.3 + +commit 804203bab3c51d0d31a169e33f1d0ba47ab64da3 +Author: Thomas Baumgart +Date: Tue Dec 25 08:54:45 2018 +0100 + + Clear database table before refilling it + + BUG: 402547 + FIXED-IN: 5.0.3 + +commit ca014fc7640d4b3e20bc12f93bd061d80c6b8f27 +Author: Thomas Baumgart +Date: Sun Dec 23 16:02:28 2018 +0100 + + Import number field during CSV import + + BUG: 402501 + FIXED-IN: 5.0.3 + +commit 0a22879865008f48716f9fba9b8b39043da4e8d3 +Author: Thomas Baumgart +Date: Wed Dec 19 18:36:32 2018 +0100 + + Support creation of transaction from any view + + FEATURE: 402316 + FIXED-IN: 5.0.3 + +commit 7c6b5a8e02e8a9eaacc68a56e38886dc2a4b95f1 +Author: Thomas Baumgart +Date: Wed Dec 19 09:15:06 2018 +0100 + + Don't post superfluous question + + In case the creation of a new transaction is started but no data was + entered and the user clicks on an area outside of the transaction editor + a confirmation message popped up asking if he wants to save the data + (when there was none). This has now been modified so that the editor is + silently closed in case the 'Enter' button is disabled. + + As a side effect, one of the questions was adjusted to reflect the + actual situation. + + BUG: 402302 + FIXED-IN: 5.0.3 + +commit 15bfa066212958a25804ab9c3b9b4891701c4a75 +Author: Thomas Baumgart +Date: Tue Dec 18 22:02:50 2018 +0100 + + Support building against next version of libalkimia + + In case the next version of libalkimia is installed and found it will be + used. Currently the interface is still identical and it can be used + without problems. + +commit c21f3048ad686981352686b8d2da58e5c326278a +Author: Thomas Baumgart +Date: Tue Dec 18 22:00:41 2018 +0100 + + Correctly read opposite signs option from banking profile + + The "Opposite signs" checkbox is not being initialized from the value + stored in the Banking profile in csvimporterrc. The value is stored + correctly in csvimporterrc as OppositeSigns=true but the checkbox is + always unchecked when the profile is re-used. This change fixes the + problem. + + Thanks to Mark for providing the fix. + + BUG: 402195 + FIXED-IN: 5.0.3 + +commit 32dc55b163df1d3e48f17a6d660db3d00153ac20 +Author: Thomas Baumgart +Date: Mon Dec 17 17:25:57 2018 +0100 + + Fix display behavior of Enter Schedule Dialog + + - Remember width of dialog + - Place centered on screen + - Increase default size + + BUG: 402200 + FIXED-IN: 5.0.3 + +commit 349f695d20bb95a0d0670e9214536f98b8de2115 +Author: Thomas Baumgart +Date: Mon Dec 17 17:25:28 2018 +0100 + + Don't include unused header file + +commit 82f479c6f4e97646ec0fad6c3919289bfa499306 +Author: l10n daemon script +Date: Mon Dec 17 08:00:44 2018 +0100 + + SVN_SILENT made messages (.desktop file) - always resolve ours + + In case of conflict in i18n, keep the version of the branch "ours" + To resolve a particular conflict, "git checkout --ours path/to/file.desktop" + +commit a9c6fffc9cccd8718f93239b98faa6628f2835f5 +Author: Thomas Baumgart +Date: Sat Dec 15 12:03:21 2018 +0100 + + Unselect item in case text field is empty during focus out + + In case the combo box contained a previously selected item, this was not + reset when the combo box text field was empty and the focus was removed + from the field. This caused the previously selected item still to be + reported as current item during e.g. the storage operation of a + transaction. + + BUG: 402120 + FIXED-IN: 5.0.3 + +commit dec695ae9040807ff011b8a16fc1d4065ba215f8 +Author: Thomas Baumgart +Date: Wed Dec 12 21:08:28 2018 +0100 + + Added more application version ids for OFX + +commit c74bde8a1599e30e624a1919fc66a59a592d8873 +Author: Thomas Baumgart +Date: Thu Dec 6 12:34:45 2018 +0100 + + Fixed bug that crashed program when clicking Forecast->Chart + + BUG: 400820 + FIXED-IN: 5.0.3 + + Reviewers: #kmymoney, tbaumgart + + Reviewed By: #kmymoney, tbaumgart + + Subscribers: tbaumgart + + Differential Revision: https://phabricator.kde.org/D17368 + + (cherry picked from commit 6ba86e8d02dc3dc7fc57b66097a5803c96c22571) + +commit b2300d094c8c281d18732b1d4c09ac05c22289cc +Author: l10n daemon script +Date: Sun Dec 2 07:11:55 2018 +0100 + + GIT_SILENT made messages (after extraction) + +commit e29ab436caac3b2eda310b7b3d201831eddf25f8 +Author: Thomas Baumgart +Date: Sat Dec 1 13:52:46 2018 +0100 + + Make sure to display full title on charts + + Upstream library software (kdiagram) causes the title of a chart to be + chopped off on the right side as shown in attachments to bug #399260. I + used gammaray to see that the full title name was passed to the drawing + routines inside kdiagram but still it got truncated. Adding a few extra + spaces (5 in this case) at the end solved the issue. + + BUG: 399260 + FIXED-IN: 5.0.3 + +commit fc251a95c40d393fc13a12619434240addd3bb6f +Author: l10n daemon script +Date: Fri Nov 30 08:33:28 2018 +0100 + + SVN_SILENT made messages (.desktop file) - always resolve ours + + In case of conflict in i18n, keep the version of the branch "ours" + To resolve a particular conflict, "git checkout --ours path/to/file.desktop" + +commit fd5779c0f84a8de8bf8cf746699d94fdac3def36 +Author: l10n daemon script +Date: Fri Nov 30 07:25:40 2018 +0100 + + GIT_SILENT made messages (after extraction) + +commit 85202855788b3cdb74ae79d142f96266cdcd861e +Author: Ralf Habacker +Date: Thu Nov 29 09:27:28 2018 +0100 + + Minor bracket placement fix + + Fixup for commit 4e83c38ab. + + CCBUG:401080 + +commit 4e83c38abb4ff5b558c0f904a01a7f2b1ab76f6a +Author: Ralf Habacker +Date: Thu Nov 29 09:10:45 2018 +0100 + + Add support for opening or printing of multiple reports + + In the report overview select multiple reports and select one of the + available entries in the context menu opened with right mouse click. + + Cherry-picked from branch 4.8, commit bf6278f92. + Adjusted for KF5 by Thomas Baumgart. + + BUG:401080 + FIXED-IN:4.8.3, 5.0.3 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D17231 + +commit 546e5e7cf16bd8adf9a477345a0e0c83b2c73166 +Author: Ralf Habacker +Date: Tue Nov 27 12:55:15 2018 +0100 + + Show an empty column for the return on investment if the value cannot be calculated + + There is a difference between 0.0% return and values, that are not + calculable because some prerequisites may not be fulfilled. + + Cherry-picked from branch 4.8, commit 5816a0a18. + + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D17183 + +commit 73a2c94feef3b522fa383322c726e7d1cfa80180 +Author: Ralf Habacker +Date: Mon Nov 26 10:23:37 2018 +0100 + + Fix msvc compiling issue + + std::isinf() and std:isnan() is supported only for msvc >= 2017. + For msvc < 2017 related definitions has been added to kdewin + version 0.6.3. + + BUG:401448 + FIXED-IN:5.0.3 + +commit a7683b5440c7956084e96e62ae4e07bf5dfc3296 +Author: Ralf Habacker +Date: Mon Nov 26 09:55:41 2018 +0100 + + Save account attribute 'Include in tax report' when exporting account structure to KMymoney template file + + CCBUG:380286 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D16727 + +commit 4735e228ae9ac31fc51d353007aad65d2c6e4e38 +Author: Ralf Habacker +Date: Mon Nov 26 09:55:29 2018 +0100 + + Add support for saving and loading tax account mappings to and from a template file + + A tax account mapping is stored in an xml tag of type 'flag' with + the attribute name='VatAccount'. The attribute 'value' contains a + reference to the corresponding tax account, which contains the + reference in the attribute 'id'. + + When importing a template file with a tax account assignment, the + reference is first stored in a temporary key/value pair with the + name 'UnresolvedVatAccount' of the account concerned and after + completion of the load is stored in the key/value pair 'VatAccount' + based on the ID of the tax account now available. + + CCBUG:380286 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D16726 + +commit 757f42ff80a787550392192226287ec79c515459 +Author: Ralf Habacker +Date: Mon Nov 26 09:47:40 2018 +0100 + + Export account attribute 'VatRate' into a template file and read out again when importing + + CCBUG:380286 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D16725 + +commit f580ae94efa58bfbe96cb5418cb12d717f83df2b +Author: Thomas Baumgart +Date: Sun Nov 25 17:18:55 2018 +0100 + + Don't update views if no storage element is attached + + In case of WebConnect and tabbed view views become active during + destruction of objects with no storage attached. This change prevents to + update the views in this case causing the crash. + + BUG: 396831 + FIXED-IN: 5.0.3 + +commit 7e6cfca312659bb07c069fc27665a7b614dd351f +Author: Ralf Habacker +Date: Sun Nov 25 13:30:36 2018 +0100 + + Correction of setting up import of tax attributes from gnucash xea file + + KMyMoney expects the flag "Tax" to have an attribute value="Yes". + + BUG:380286 + FIXED-IN:4.8.3, 5.0.3 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D16728 + +commit b87e02c13e8eb027211d0e69862d9c4370653025 +Author: Ralf Habacker +Date: Sun Nov 25 11:19:52 2018 +0100 + + Corrections for XIRR implementation to achieve more accurate values + + In the Investment Report, the XIRR() function is used to calculate + the annual return. The previous implementation contains some errors + that have been corrected with this commit. In addition, if XIRR + cannot calculate the annual return to notify the user of this case, + an empty column is displayed in the investment report. + + The basis for this fix is an update of the XIRR implementation from + the KOffice project [1], which brings the calculation up to date and + a further improvement from the libreoffice XIRR implementation [2] to + get more solutions using a two-pass approach. The class CashFlowList + has been moved to separate files to have a cleaner separation. + + The obsolete and unused NPV function has been removed. + + Tests for XIRR have been extended to check for recognized issues. + + [1] https://github.com/KDE/koffice/blob/master/kcells/functions/financial.cpp + [2] https://raw.githubusercontent.com/LibreOffice/core/master/scaddins/source/analysis/financial.cxx + + BUG:385993 + FIXED-IN:4.8.3, 5.0.3 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D16766 + +commit e3ad0e31ff48336e605263fdbef5e40c0f4550d7 +Author: Thomas Baumgart +Date: Sun Nov 18 08:35:42 2018 +0100 + + Support price import in exponential format + + BUG: 401144 + FIXED-IN: 5.0.3 + +commit af4ffb8913631d9b7b2224f9fe690f395120a53b +Author: Ralf Habacker +Date: Fri Nov 16 12:03:57 2018 +0100 + + Add status entry for showing scheduled transactions in ledger view + + This is useful to see if any scheduled transaction has not been entered + especially in the case that the 'Display schedule transactions with planned + post date' is switched on. + + Cherry-picked from commit 2502a10da/review D16911 and adjusted to branch 5.0. + + BUG:401079 + FIXED-IN:4.8.3,5.0.3 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D16916 + +commit d817957f04ab633d19402568c210bb5a686773ff +Author: Ralf Habacker +Date: Thu Nov 8 22:51:17 2018 +0100 + + Fix gcc warning: declaration of ‘task’ shadows a member of ‘onlineJob’ [-Wshadow] + +commit 76216f4288f7a55371ff3143cef5c4dc4d048140 +Author: Ralf Habacker +Date: Tue Nov 6 17:54:45 2018 +0100 + + Add feature to display schedule transactions with planned post date + + If a planned transaction is overdue, today's date is used by default as + the posting date. With this option, the originally planned date is + used instead. + + BUG:398919 + FIXED-IN:4.8.3, 5.0.3 + Reviewed By: tbaumgart + Differential Revision: https://phabricator.kde.org/D15746 + +commit be3dfc7d78cda1794a4597abe7f0fa13b5a375bc +Author: Thomas Baumgart +Date: Mon Nov 5 16:36:53 2018 +0100 + + Provide all arguments separately + + All arguments to the copy command need to be presented as their own + element in the argument list. The current code resulted in an invalid + source filename with "+ nul" appended. + + CCBUG: 302945 + +commit d3efec9f58610f5a2928570543128cd8b99151df +Author: Thomas Baumgart +Date: Sun Nov 4 18:05:21 2018 +0100 + + Add debug output to see backup command diff --git a/release-notes.rdf b/release-notes.rdf index 7a868bc..316992f 100644 --- a/release-notes.rdf +++ b/release-notes.rdf @@ -1,746 +1,818 @@ KMyMoney News https://kmymoney.org/ The BEST Personal Finance Manager for FREE Users, full stop. en-us kmymoney-devel@kde.org Copyright (c) 2001-2018 kmymoney.org Webmaster + + + KMyMoney 5.0.3 Release Notes + + 2019/01/27 + +

The KMyMoney development team is proud to present version 5.0.3 of its open source Personal Finance Manager.

+ +

Some problems have been reported by many of you and the development team worked hard + to fix them in the meantime. The result of this effort is the new + KMyMoney 5.0.3 release.

+ +

Despite even more extensive testing than usual, we understand that some + bugs may have slipped past our best efforts. If you find one of them, + please forgive us, and be sure to report it, either to the mailing list + or on bugs.kde.org.

+ +

From here, we will continue to fix reported bugs, and working to add + many requested additions and enhancements, as well as further improving + performance.

+ +

Please feel free to visit our overview page of the CI builds at + https://kmymoney.org/build.php.

+ +

Here is the list of the bugs which have been fixed: +

    +
  • 403068 Storing and loading customized information reports in XML is totally broken
    • +
  • 347685 Transaction contains erroneous *** UNASSIGNED *** in Tags view if no payee is given
    • +
  • 392684 Unable to remove Payee from transactions
    • +
  • 396831 5.0 Version - Crashes when importing OFX/QFX File Using Firefox
    • +
  • 397467 Closed accounts are removed from a historical report each time the report is changed
    • +
  • 398919 Display schedule transactions with planned post date
    • +
  • 399260 title of report is truncated in graph view
    • +
  • 400628 Error Attempting Backup to Samba share - Windows 10
    • +
  • 400820 KMyMoney crashed when clicking on Forecast>Chart
    • +
  • 401080 Cumbersome opening of multiple reports
    • +
  • 401144 Price in exponential format is not interpreted correctly
    • +
  • 401448 Windows build is broken - '_isinf': identifier not found
    • +
  • 402101 Allow to reuse check numbers
    • +
  • 402120 "Pay to" field gets auto filled from previous transaction even if cleared manually
    • +
  • 402195 CSV importer: Opposite signs option not read from banking profile
    • +
  • 402200 EnterSchedule dialog too narrow
    • +
  • 402302 Saving confirmation asked even for unfilled operation
    • +
  • 402501 Check/transaction number not imported via CSV plugin
    • +
  • 402534 DB password doesn't apply while trying to save
    • +
  • 402547 Unable to save data to database in presence of online jobs
    • +
  • 402694 in remove shares transaction field tab order sticks in number of shares field
    • +
  • 402699 Unknown account id mymoneystoreagemgr.cpp:142
    • +
  • 402708 Division by zero errors in investement reports
    • +
  • 402750 Rounding problems with stock split factor cause crashes and errors
    • +
  • 402783 Transaction editor is not reset
    • +
  • 402794 Automatic category assignment does not respect tax assignment
    • +
  • 402814 Initial state of "View/Show all accounts" is not correct
    • +
  • 403039 The Interest pull down field missing when trying to enter income transaction in Investment ledger
    • +
  • 403156 Cmake fails on Fedora 28 looking for LibAlkimia and Qt4 Core and DBus
    • +
  • 403529 assigned TAG isn't shown up in scheduled transaction configuration
    • +
  • 403565 Crash when importing qif
    • +
  • 403608 SaveAs defaults to "wrong" file path
    • +
  • 403617 The currency New Kwanza Angolano has been replaced
    • +
+

+ +

Here is the list of the enhancements which have been added: +

    +
  • 398133 Allow saving investment transaction without brokerage account if net amount is zero
    • +
  • 402316 Add action to create new transaction from any view
    • +
+

+ + + + KMyMoney 5.0.2 Release Notes 2018/10/17

The KMyMoney development team is proud to present version 5.0.2 of its open source Personal Finance Manager.

Although several members of the development team had been using version 5.0.1 in production for some time, a number of bugs and regressions slipped through testing, mainly in areas and features not used by them.

These have been reported by many of you and the development team worked hard to fix them in the meantime. The result of this effort is the new KMyMoney 5.0.2 release.

Despite even more extensive testing than usual, we understand that some bugs may have slipped past our best efforts. If you find one of them, please forgive us, and be sure to report it, either to the mailing list - or on bugs.kde.org.

+ or on bugs.kde.org.

From here, we will continue to fix reported bugs, and working to add many requested additions and enhancements, as well as further improving performance.

Many thanks go out to KDE's sysadmin team. Ben supported us with numerous hours to get daily builds onto the KDE CI system. This even includes MS-Windows installers. Please feel free to visit our overview page of the CI builds at https://kmymoney.org/build.php.

Thanks also to those users who provided valuable support by sending in test files saved by earlier versions as far back as KMyMoney 4.6.6. Using these files we were able to fix some upgrade problems.

Here is the list of the bugs which have been fixed:

  • 283784 when using the 'amount entry widget' in the ledger view, it hangs off the screen
  • 340244 Update the documentation screenshots
  • 340902 Saving anonymous file loses relation between investment accounts and brokerage accounts
  • 343878 investment account does not have key value pair for lastImportedTransactionDate
  • 344409 User is asked to create a new category in splits table if change is aborted
  • 368190 "Update Stock and Currency Prices" doesn't work when base currency is South Korean Won(KRW)
  • 385180 investactivities.cpp: 8 * Redundant condition
  • 390750 Entering fees in Investment account (ie broker fee) doesn't appear with transaction
  • 391251 Double free or corruption when creating a new asset account.
  • 392110 Missing 2 .h files in /usr/include/kmymoney
  • 392372 5.0.1 is shown as 5.0.0 in splash screen and about dialog
  • 392407 Home page Net Worth Forecast Not correct
  • 392477 Cannot create new investment
  • 392519 Reports Configure dialog uses a "Find" button instead of an "Apply" button.
  • 392603 OFX - Mapping Account - Last Update Change causing Update Account greying - Online Settings disappears
  • 392735 Crash on viewing or trying to add data into any account
  • 393168 [Patch] Fix working week in 5.x/master
  • 393752 Budgeted vs. Actual report: Budgeted values broken if ticks selected to Bi-Monthly, Quarterly or Yearly
  • 394384 MySQL connection error with dbname "KMyMoney"
  • 394394 problems adding securities to investment accounts
  • 395025 csv writer generates invalid file in case field delimiter is used in any field
  • 395040 CSV Export of Investment Accounts does not issue transactions on non-English kmymoney installations
  • 395100 Last selected view
  • 395291 KMyMoney gitt head master, crash on opening any account
  • 395459 Ledger Input: Category Field
  • 395985 QIF Export manually typing file path adds .qif after every character
  • 396174 Cannot create new investment
  • 396405 Last digit of date field is obscured by "details column" in ledger view
  • 396759 CSV: ordering of buttons when finishing wizard
  • 396886 Online Banking Behavior Change Since 4.8
  • 396987 Payee "Suggest a category" does not work
  • 397020 Opening dates in "all dates" plot
  • 397021 Net worth does not appear
  • 397023 Default color of imported transaction in the ledger
  • 397025 Kmymoney version in help menu, splash screen and apt are different
  • 397436 Net worth forecast graph in new file shows formatting problem
  • 397457 double clicking in ledger activates edit, but does not select transaction clicked on
  • 397675 cannot connect to kmysql database because of prepended slash
  • 397824 Limit in number of securities
  • 398168 écran d'accueil
  • 398394 Account information report crashes
  • 398409 KMyMoney does not prompt for password when connecting to database
  • 399244 KMyMoney does not work properly when changing from one file to another
  • 399309 "show balance chart" does not show 3 months forecast in the future anymore
  • 399378 Unable to Update Prices
  • 399673 importer file selector does not show QIF files and does not remember last import directory

Here are some of the new improvements found in this release:

  • 396797 Online web source "KMyMoney Currency" does not support price pairs without decimal
  • Speedup loading of home page
  • KDE binary factory builds for MS-Windows installer
  • Add color coding of pos/neg amounts for 'posted value' column
  • Fix online credit transfer creation
  • Some features have been moved to plugins so that they can be turned off if unused
  • Provide correct version information for all shared object files
  • Improved handling of "Save as..." logic
  • Allow to add a timezone offset for OFX import on account basis
  • Moved GPG key handling to XML plugin
  • Accounts can now take a URL for direct access of the online banking web-site
  • Support more than one online banking provider during update
  • Added option to keep linebreaks in memo of AqBanking transaction imports
  • Remove reference to online balance when unmapping account
  • Added feature to make DB password visible during input

For a full list of the changes please check out the changelog. We highly recommend upgrading to 5.0.2.

The KMyMoney Development Team

 KMyMoney 5.0.1 Release Notes 2018/03/17

The KMyMoney development team is proud to present version 5.0.1 of its open source Personal Finance Manager.

Although several members of the development team had been using the new version 5.0.0 in production for some time, a number of bugs and regressions slipped through testing, mainly in areas and features not used by them.

These have been reported by many of you and the development team worked hard to fix them in the meantime. Some of them are very annoying which lead us to work on a first maintenance release which is available immediately as KMyMoney 5.0.1.

Here is the list of the bugs which have been fixed:

  • 390264 Clicking autocomplete entry crashes application
  • 350850 Kmymoney does not open multiple files correctly
  • 377760 Cannot turn off Outbox tab in 4.8.0.
  • 390042 can't change ledger sort options in configure dialog
  • 390176 File/backup give mount/unmount error, even if "mount" is not checked
  • 390232 Don't add new payee from new operation panel
  • 390627 QIF Import filter fails
  • 390657 Huge gap in report display screen
  • 390658 Crash > Tools > Currencies
  • 390834 Scheduled transactions: "Enter next transaction" should be available in ledger
  • 390873 dollar symbol appears after amount
  • 390967 quantity in Investments view should be right-justified
  • 391048 Pre-Fill dialog missing
  • 391249 Show tip of the day
  • 391453 Displaying the ledger without an account having been selected displays a closed account
  • 391733 Startup WM Class is wrong
  • 391770 CSV importer ignores last line if not followed by a newline
  • 391773 Context does not change to ledger view from the find transaction dialog
  • 390178 After completing reconcile, Statement/Cleared/Balance show reconcile amounts, not account amounts
  • 390406 switching from Investments page to Ledgers always shows same stale closed account ledger
  • 390593 Clearing ledger search box doesn't return to the previous position
  • 390249 Ctrl+Shift+Space shortcut no longer available
  • 390467 Save as defaults to encrypted with no way to not encrypt
  • 391961 Home page Net Worth Forecast Y axis starts at 0

Here are some of the new improvements found in this release:

  • Remove old locolor icons
  • Install local icons in the local datadir
  • Fix icon presentation of our own icons
  • Fix build with QtWebEngine
  • Enable investment actions when appropriate
  • Ledger search box now supports the account hierarchy character ":"
  • Enable calculator tool button
  • Allow CSV importer to deal with Feb 30th

For a full list of the changes please check out the changelog. We highly recommend upgrading to 5.0.1.

The KMyMoney Development Team

 KMyMoney 5.0.0 Release Notes 2018/02/06

The KMyMoney development team is proud to present version 5.0.0 of its open source Personal Finance Manager.

As with every release, the KMyMoney development team has been working hard to make this release better and easier to use in every way. We have also made quite a few improvements. We are confident you will like what you see.

The largest amount of work has gone towards basing this version on KDE Frameworks. Many of the underlying libraries used by the application have been reorganized and improved, but most of that is behind the scenes, and not directly visible to the end user. Some of the general look and feel may have changed, but the basic functionality of the program remains the same, aside from intentional improvements and additions.

In addition to adapting to new and updated libraries, there have also been numerous bug fixes, as well as several new features and improved functionality. Although this means there have been some major changes to the underlying code, this version has actually been used in production by many of the developers, so it has actually had a significant amount of testing.

Here are some of the new features found in this release:

  • Multiple improvements to reports, including better performance.
  • Allow logarithmic axes in report graphs.
  • When deleting a security, automatically delete its prices.
  • Allow separate beginning balance accounts for different currencies.
  • Added support for several new currencies

Here are some of the major bugs which have been fixed:

  • Elimination of several crashes.
  • Fix problems with report graphs using older data.
  • Fix rounding errors in some investment transactions.
  • Removed Yahoo from stock and currency price sources, as they no longer provide this service

There are a some changes which will need some adjustments on the user's side if you are upgrading from 4.8.x or an older version The program searches for the templates for the printcheck plugin in different locations. The user needs to account for this in the plugins setting dialog.

Known issues

  • Executing SEPA online transfers are not working. Transaction download is still possible
  • Italian documentation requires KDE Frameworks newer. than 5.30.0. In case you run into problems compiling the Italian documentation because you have an older version of the KDE Frameworks, simply remove the file po/it/docs/kmymoney/index.docbook from the released source, re-run cmake and build the application.

For a full list of the changes please check out the changelog. We highly recommend upgrading to 5.0.0.

The KMyMoney Development Team

 KMyMoney 4.8.0 Release Notes 2016/06/14

KMyMoney version 4.8.0 is now available. This version contains fixes for several bugs, here is a short list:

  • Added support for online SEPA transactions
  • Added support for import from Weboob
  • Improved payee matching when importing transactions
  • Supports AqBanking versions 5.5.0 or later
  • Updated Brazilian account templates
  • When an account cannot be closed, a tooltip explains the reason
  • Categories no longer have opening date, which caused annoying errors both during input and while running the consistency check
  • Do not inadvertently modify start date of schedules
  • Solved rounding problems causing reconciliation to fail and investment transaction to show missing assignments of 0.00
  • Fixed some annoying consistency check errors
The full list of solved issues can be viewed in KDE's issue tracker.

Thanks to the KDE translation teams the following new translations were added: documentation in Estonian.

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.8.0.

The KMyMoney Development Team

 LibAlkimia 5.0.0 Release Notes 2015/12/01

LibAlkimia version 5.0.0 was released in preparation for the release of KMyMoney version 4.8.0. This version contains build system updates and optimizations that will allow KMyMoney to run faster:

  • add support for newer versions of cmake (>=2.8.7)
  • use implicit sharing in AlkValue
For a full list of the changes please check out the changelog.

The KMyMoney Development Team

 KMyMoney 4.7.2 Release Notes 2015/04/25

KMyMoney version 4.7.2 is now available. This version contains fixes for several bugs, here is a short list:

  • fix a crash in the transaction split editor
  • added the monetary symbol of the Turkish lira
  • matching restrictions on an already imported transaction were removed
The full list of solved issues can be viewed in KDE's issue tracker.

Thanks to the KDE translation teams the following new translations were added: documentation in Italian and application translation in Slovak, Turkish and Simplified Chinese

If you are using AqBanking to place transactions with your bank and want to contribute to the availability of this feature in KMyMoney please contact the developers or build git master to give it a try.

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.7.2.

The KMyMoney Development Team

 KMyMoney 4.7.1 Release Notes 2014/11/01

KMyMoney version 4.7.1 is now available. This version contains fixes for several bugs, here is a short list:

  • fix ledger context menu triggering with multiple selection on Windows
  • fix setting all amounts to zero while editing multiple transactions
  • zero valued transactions can be entered again just like in 4.6.x
  • fix the currency conversion dialog for really big/small conversion rates
  • fix investment transaction unassigned value errors in some cases
A more complete list of changes can be found in KDE's issue tracker.

If you are still using 4.6.x to import your transactions and consider upgrading to 4.7.1 please note that transaction matching will take the payee into consideration. This means that payee matching rules might need to be setup to get matching working a expected.

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.7.1.

The KMyMoney Development Team

 KMyMoney 4.7.0 Release Notes 2014/10/01

It's been over 3 years since the last feature release is out on the street. During that time, many new features were added and many bugs were fixed. The team has decided it's time to get on the path to another stable release.

KMyMoney 4.7.0 is now available for download. It is KMyMoney 4.8 Beta 1, only suitable for advanced users willing to help us stabilize and iron out the upcoming stable version.

Your help is important. Please download it, use it, and help us find issues to make a great release. Keep in mind that this version will still bark your dog away. Make extensive backups before using it.

Our plan is to have a stable version ready in December. You can find the schedule here.

Some of the highlights since the latest feature version are:

  • Revamped CSV import plugin
  • New Tags feature
  • Oxygen is now the default icon set
  • For OFX imports, application ID can be entered manually now
  • Many fixes in the import and online banking modules
  • Performance improvements
  • Many fixes for multi-platform issues

For a full list of the changes please check out the changelog.

The KMyMoney Development Team

 KMyMoney 4.6.4 Release Notes 2013/10/06

After more than a year from the last bugfix release the KMyMoney development team is pleased to announce the immediate availability of KMyMoney version 4.6.4. This version contains a few fixes for bugs found in 4.6.3.

Here is a list of the most important changes since the last stable release:

  • Fixed the interaction with input method editors. #320579, #272393 and #272631
  • Fixed a crash after editing a security #309105
  • The 'Use system colors' setting was made a default setting #309010
  • Fixed the rendering of a ledger entry when the ledger does not have focus
  • Fixed the persitency of some header settings like in the 'Investments' view #310260
  • Fixed a crash when OFX update is cancelled while waiting for KWallet #281728
  • Fixed a crash cause by a transaction with an empty postdate #310265
  • Fixed a possible crash while mapping an OFX account #296681
  • Added definition for new Azerbaijani Manat #307774
  • Fixed the category selection actions in the find transactions dialog. #313874

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.6.4 as soon as possible.

 KMyMoney 4.6.3 Release Notes 2012/09/03

The KMyMoney Team is pleased to announce the immediate availability of KMyMoney version 4.6.3. This version contains quite a few fixes for bugs found in 4.6.2 since it was released seven months ago.

Here is a list of the most important changes since the last stable release:

  • The online statement balance is highlighted if it's different from current file balance #287494
  • Correct the post date of the opening balance transaction when the opening date of the account changes #293430
  • The header state (adjusted column sizes) is now always restored correctly #294093
  • Can be built with Qt 4.8 without patching KDChart #293448
  • Fix a crash on opening SQLite databases #295235
  • MZN as new Mozambique Metical as well as an entry for MZM as the old Mozambique Metical were added
  • Attempt to reconnect to the database (once) on accidental disconnects #286503 and 294046
  • Allow the creation of 'Equity' accounts when "Show equity accounts" is checked #295483
  • In the 'Find transactions' dialog trigger a search when return is pressed and there is text entered in the filter #299525
  • Reports related fixes #267990, #296723, #290737 and #283294
  • Fixed a large minimum ledger size when using some fonts #295883
  • Fixed SQL sitax in a certain usecase #250300
  • CSV importer plugin related fixes #302181, #287786, #295162, #296550, #296676 and #296977

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.6.3 as soon as possible.

The KMyMoney Development Team

 KMyMoney 4.6.2 Release Notes 2012/02/04

The KMyMoney Team is pleased to announce the immediate availability of KMyMoney version 4.6.2. This version contains quite a few fixes for bugs found in 4.6.1 since it was released three months ago.

Here is a list of the most important changes since the last stable release:

  • OFX files with UTF-8 data can now be imported correctly #291685
  • Fix displaying the 'Enter/Skip schedule' action icons in the homepage on Windows #291480
  • Fixed the initial size of the schedule entry dialog in some use cases #236475
  • Fixed a hang in reports in some scenarios #290487
  • Fixed some Finance::Quote related problems on Windows
  • Allow editing the memo of multiple transactions #289351
  • Fix schedule handling #290059
  • Make the QIF import on Windows usable #290483
  • Fix GnuCash file import #283848
  • Improve item navigation using the keyboard #283804
  • Scheduled transactions can now be correctly skipped #288647 or ignored #254363 when automatic entry is enabled
  • Fix the budgets that somehow still reference invalid accounts #288279

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.6.2 as soon as possible. We would also recommend packagers to endorse this version as their latest stable version of KMyMoney due to the number of fixes available vs. 4.5.3. During this bugfix cycle a new release of libalkimia was also made available.

The KMyMoney Development Team

 KMyMoney 4.6.1 Release Notes 2011/11/06

The KMyMoney Team is pleased to announce the immediate availability of KMyMoney version 4.6.1. This version contains several fixes for bugs found in 4.6.0 since it was released three months ago.

Here is a list of the most important changes since the last stable release:

  • fixed schedules moved to the next processing day #262945
  • fixed a crash with an uncaught exception when closing the current file before a GNUCash import #280070
  • fixed the split window redraw when resizing #241544
  • fixed a crash caused by an invalid budget #280172
  • fixed a crash when deleting an account #280740
  • the date can now be modified when editing multiple transactions #280795
  • the balance in the payees view is now computed correctly even if the payee has transactions with different currencies #280795

For a full list of the changes please check out the changelog. We highly recommend upgrading to 4.6.1 as soon as possible.

The KMyMoney Development Team

 KMyMoney 4.6.0 Release Notes 2012/08/11

We are happy to announce the release of KMyMoney version 4.6.0, the next stable version, after 11 months of development from the first release of the 4.5 series.

Some of the highlights since the latest stable version:

  • New CSV import plugin
  • The application is translated in 36 languages (Bosnian and Uyghur added)
  • The user documentation is available in 7 languages (French translation added)
  • Many fixes for the OS X and Windows platform
  • Performance improvements (although we know there's still work to do in this regard)
  • Many fixes in the import and online banking modules
  • Over 100 bugs have been fixed since the latest bugfix release alone
  • Since the OFX institution listing service run by Microsoft (TM) stopped working, we switched to the service run on www.ofxhome.com which is provided on a voluntarily basis by Jesse Liesch. With his support it was easy to make the switch in KMyMoney
  • Added Serbian Dinar as a standard currency
  • Allow entering an interest rate with three decimal places when editing a loan
  • Improved wording when transaction editing is canceled by selecting another transaction in the ledger
  • Make FID an optional field during definition of an OFX account mapping
  • Allow to base the payee name from either the PAYEEID, NAME or MEMO field in an OFX transaction

For a full list of the changes since the latest stable version please check out the changelog

The KMyMoney Development Team

 KMyMoney 4.5.96 Release Notes 2011/06/16

We are happy to announce the release of KMyMoney version 4.5.96 (the second beta release on the way to KMyMoney 4.6). A few bugs were fixed since the release of the first beta and we even added some small improvements.

Here is the list of the most important changes (since 4.6 Beta 1):

  • Since the OFX institution listing service run by Microsoft (TM) stopped working, we switched to the service run on www.ofxhome.com which is provided on a voluntarily basis by Jesse Liesch. With his support it was easy to make the switch in KMyMoney
  • Added Serbian Dinar as a standard currency
  • Allow entering an interest rate with three decimal places when editing a loan
  • Improved wording when transaction editing is canceled by selecting another transaction in the ledger
  • Make FID an optional field during definition of an OFX account mapping
  • Allow to base the payee name from either the PAYEEID, NAME or MEMO field in an OFX transaction

For a full list of the changes please check out the changelog.
Please try the beta (don't forget to activate the backup) and report any issues you find so 4.6 will become a rock solid release.

The KMyMoney Development Team

 KMyMoney 4.5.95 Release Notes 2011/06/04

It's been almost 9 months since the last stable version is out on the street. During that time, lots of bugs were uncovered, and lots were fixed. So much so, that the team has decided it's time to get on the treadmill toward another stable release.

KMyMoney 4.5.95 is now available for download. It is KMyMoney 4.6 Beta 1, only suitable for advanced users willing to help us stabilize and iron out the upcoming stable version.

Your help is important. Please download it, use it, and help us find issues to make a great release. Keep in mind that this version will still bark your dog away. Make extensive backups before using it.

Our plan is to have a stable version ready in August. You can find the schedule here.

Some of the highlights since the latest stable version are:

  • New CSV import plugin
  • Many fixes for the OS X and Windows platform
  • Performance improvements (although we know there's still work to do in this regard)
  • Many fixes in the import and online banking modules
  • Over 100 bugs have been fixed since the latest bugfix release alone

For a full list of the changes please check out the changelog.

The KMyMoney Development Team

 KMyMoney 4.5.3 Release Notes 2011/02/01

The KMyMoney Team is happy to announce the availability of KMyMoney version 4.5.3. This is a bugfix version from the 4.5 series.

This release only contains performance improvements since the 4.5.2 release and a few bugfixes:

  • Improve performance with investment account balance calculation
  • Switch to AqBanking5
  • Don't select the character that starts the split editor #263319
  • Support "Gielda Papierow Wartosciowych" as price source #261803

For a full list of the changes please check out the changelog. As with the previous bugfix versions we recommend upgrading to 4.5.3.

The KMyMoney Development Team

 KMyMoney 4.5.2 Release Notes 2010/12/21

The KMyMoney Team is pleased to announce the immediate availability of KMyMoney version 4.5.2. This is a bugfix version from the 4.5 series.

Here is a list of the most important changes since the 4.5.1 release:

  • fixed several crashes like when adding transactions directly into the register (on Qt 4.7.1) #258355, when cancelling the QIF importer date selection dialog #259235, importing GnuCash files with zero valued prices #256282
  • fixed a problem with Finance::Quote #257260
  • it is now possible to use KMyMoney with small resolutions (1024x600) #258460 and #256769
  • improved some small user interface issues #259437, #258466, #257986, #257761, #257369
  • fixed a usability issue when using the Include sub-accounts feature with budgets #255135

For a full list of the changes please check out the changelog. As with the previous bugfix versions we recommend upgrading to 4.5.2.

Merry Christmas!

The KMyMoney Development Team

 KMyMoney 4.5.1 Release Notes 2010/11/12

The KMyMoney Team is pleased to announce the release of KMyMoney version 4.5.1. This version contains several fixes for bugs found in 4.5.0 since it was released almost three months ago as the stable release for the KDE Platform 4.

Here is a list of the most important changes since the last stable release:

  • fixed several crashes like when adding a default category to a payee #248448, when activating the schedules calendar on certain languages #232757, when back-tabbing in the split editor #244962
  • fixed some report configuration bugs #255532 and #249119
  • improved some small user interface issues #252598, #249609, #241044, #255433, #251212
  • added the new Bulgarian Lev as a currency #255491

For a full list of the changes please check out the changelog. If you are using the KDE4 version and where affected by one of the closed bugs or wish for a few improvements we recommend upgrading to 4.5.1.

The KMyMoney Development Team

 KMyMoney 4.5.0 Release Notes 2011/08/16

The KMyMoney is pleased to announce the release of a stable version for KDE Platform 4. With over 15 months of development, this new version is the starting point of a new series of KMyMoney versions to leverage the stellar features offered by the KDE Platform.

Throughout this effort, our focus has been to maintain feature-parity with previous versions, maintaining and improving the high level of quality that your personal financial data deserve. This version has gone through an intensive testing, allowing us to find and fix many bugs and improve the usability of the application.

Along the way, we did manage to add some new features:

  • Better documentation
  • Works with the latest version of AqBanking
  • Improved usability of the online banking features
  • Uses KWallet to store online banking passwords
  • The consistency checks runs automatically before saving your data, it now checks for a wider range of problems, and it automatically corrects many of them.
  • Runs in all operating systems supported under KDE

Since the release candidate in May, about 70 bugs were fixed, and over 400 commits were made to the code alone, not including documentation and translations. The application is now fully Qt4 native and is ready to accept new features.

In the process, we are also moving from Sourceforge to KDE. For this release, we have created a new mailing list for users only, kmymoney@kde.org, which replaces the kmymoney2-users list.

The release of a stable version for KDE4 also marks the beginning of the end for the KDE3 series. In maintenance mode since 1.0.0, it is progressively going into frozen state. New features will be added to the KDE4-series only, with the KDE3 code receiving only critical fixes.

All in all, we believe that the port to KDE4 has grown a better application, and even more important, a better team. We have asked you for patience while we took this much needed step, now are ready to start adding new features again. Right after we take some a deep breath and some rest, because this has been very stressful to all of us.

The KMyMoney Development Team

 KMyMoney 1.0.0 Release Notes 2009/08/19

The KMyMoney development team is pleased to announce a major step forward for what has been described as "the BEST personal finance manager for FREE users". With over 3 years of development, this new stable release has a lot of new features and a refreshed user interface.

What's new since version 0.9.3:

  • A new look and feel, and a new set of icons
  • Added investment price reports, investment moving average price
  • Added GUI option for expert mode
  • Improved scheduled occurrences support
  • Improved support for CMake
  • Improved text filter for transactions
  • Improved charts look and feel
  • Improved DB support and performance
  • Improved QIF and OFX support
  • Updated documentation
  • Updated translations
  • A lot of bug fixing and polishing rough edges to make this an outstanding release

What's new since version 0.8.9:

  • Home Page. Improved reports are available on the home page to give a quick glance on your financial situation
  • Appearance. A refreshed home page and a new set of icons have been exclusively designed to celebrate the 1.0 release
  • Budgets. A new budget feature allows you to specify your future expectations of income and expenditure, and then to compare your actual performance against these. You can use your historical data to have KMyMoney create a basic budget for you. Budget reports can be displayed as charts if desired. Monthly budget overruns can be displayed on your home page, but can be removed if you find it too depressing
  • Forecasts. A forecast can be produced of the future balances of your critical accounts, based either on regular scheduled transactions or your historical data
  • Reports. Forecast, Schedule Information, Account Information, Loan Information, Reconciliation, Cash Flow, Investment Price, and Investment Moving Average Price
  • Charts. Many of the reports produced by KMyMoney may now be displayed in chart form. Line, bar, stacked bar, pie and ring charts are supported where appropriate
  • Schedules. More flexible occurrence periods
  • Importer. A totally re-written Quicken (QIF) file importer and an improved GnuCash file importer. Also added OFX support for money market accounts
  • PGP encryption. Added support for more than one key
  • Database. The optional use of a database for data storage is supported (MySQL, PostgreSQL and SQLite version 3 have been extensively tested)
  • CMake. Added support for compilation and tests
  • Translations. Added translations for Swedish, Simplified Chinese, Turkish, Romanian, and Finnish

Many enhancements have been made to existing functionality, to improve your user experience. Among the foremost of these are the following:

  • User interface. Several new options have been provided to enable you to configure KMyMoney to your personal requirements. Multiple user interface improvements
  • Accounts. New 'wizards' have been produced to simplify the setting up of new accounts, and complicated situations such as loans and mortgages. One wizard in particular will guide first time users through the setting up of their new file, and template lists of frequently-used accounts and categories are supplied, often tailored to nationality. Defunct accounts may now be marked as closed, so that they no longer clutter up your screens, though they are still available for viewing if required. Allow creation of additional Equity accounts and editing of Equity transactions. Added hierarchy management to New Account wizard. Warning messages can be displayed if the balance on an account exceeds, or falls below, a given value
  • Currencies. Added Euro support for Slovakia. Better support for multiple currencies
  • Ledgers. The views of the various ledgers have been revamped to provide better performance, and more facilities for sorting and searching transactions, including a 'quick search' option. A new multiple transaction selection function will allow you to do some 'bulk' changing of transactions. A new, more comprehensive, transaction autofill facility, based on payee name, has been introduced
  • Payees. Deletion of 'non-empty' payees and categories is now allowed, with the transactions being re-assigned as required
  • Schedules. Changes have been made to simplify the entry and maintenance of your regular scheduled transactions. Allow direct editing and entering of schedules from Home page. Allow viewing and entering schedules on the Ledger View
  • Reports. Improved text filter for transactions. Various fixes related to Loans, and Budget reports. Some new reports have been added, new levels of detail have been included, and many of them have also been made more configurable. There have also been a lot of fixes related to multi-currency reports. Improved calculation of returns and multiple currencies in investment reports
  • Online update. If you use OFX or HBCI for online banking, your setup has been made easier, and a manual transaction matching facility should simplify reconciliation of your downloaded statements. There is support for new versions of AqBanking and libofx, providing more flexibility and reliability. Improved QIF and OFX support, with significant improvements to the OFX import process. Improvements and enhancements to matching and error handling, among others. Improved investment transaction and online update dialog
  • Improved documentation and README files
  • Updated translations for Spanish, Argentinian Spanish, Brazilian Portuguese, simplified Chinese, Czech, Dutch, French, Galician, German, Italian and Portuguese
  • Lots of code cleanup
  • A lot of bug fixing and polishing rough edges to make this an outstanding release

Let us know what you think. We hope that you enjoy using this version of KMyMoney.

Please let us know about any abnormal behavior in the program by selecting "Report bug..." from the help menu or by sending an e-mail to the developers mailing list.

The KMyMoney Development Team