Bankn Release Notes

Release 2.2 (2021 Oct)

  • Enhancements
    • Improved refresh. When viewing an account and its entries as well as the schedule, changes in scheduled entries and any entry changes are reflected in the chart immediately.
    • Improved chart color to use system colors
    • Allow product window to be made smaller than default size
  • Fixes
    • Fixed bug that threw an error when deleting an entry linked to an entry in another account

Release 2.1 (2021 Feb)

  • Enhancements
    • Now includes integrated help, with links to online help and these release notes

Release 2.0 (2021 Feb)

  • Enhancements
    • Now supports Credit Card accounts (via add, import was already supported)
    • When creating entries, use the last date entered as next date
    • When creating entries, warn if date is far in the past or future
    • Added default categories
    • Added sub category to categories, to more easily identify income and expenses
    • Added tax categories to categories, to aid in grouping and sorting
    • Breakdown values are now grouped by tax and sub category values
    • Added ability to update categories
    • When showing scheduled entries that impact a credit card, properly stop entries when balance reaches zero
    • Added stronger link concept between entries that impact multiple accounts (for example if paying credit card from checking account), allows content to properly update when changed
  • Fixes
    • Fixed display issue when editing a Schedule Entry that uses averages
    • Fixed refresh of Breakdown information for an entry when changing or updating values
    • Fixed crash when sorting newly entered Scheduled Entry
    • Fixed a redraw issue when adding multiple scheduled entries
    • When choosing discard for a partially entered entry clear content

Release 1.5 (2020 Oct)

  • Enhancements
    • When showing amounts on bar chart, include date
  • Fixes
    • Fixed issue where next date on scheduled entry that shifted from end of month to next month causes skip forward (skipping the next entry)
    • Fixed issue attempting to sort entries in a case where no sort description was provided
    • Fixed issue attempting to set category name for entries in a case where none existed

Release 1.4 (2020 Aug)

  • Enhancements
    • Updated entry based on scheduled entry, no longer recorded as ‘today’ but instead recorded as the date that is scheduled
    • Added ability to breakdown a new entry before saving
    • Adding scheduled entry ‘frequency’ now allows type ahead regardless of case
    • Added ability to skip scheduled entry even if not older than today
    • Added sort for breakdown entries (via click on category/memo/amount)
  • Fixes
    • When adding a new transaction to the same day (scheduled entry or otherwise) the updated balance calculated didn’t start with where the entry was inserted
    • Fix issue where weekly scheduled entry was off by one day
    • Fix refresh issue where adding scheduled entry while viewing account scheduled entries doesn’t show until you move and come back (now it refreshes immediately)
    • Fix error when deleting a scheduled entry (crash)
    • Fixed issue where editing a scheduled entry that has no breakdown and editing breakdown and choosing cancel, amount goes to zero
    • Creating scheduled entry from discovered entry should include correct breakdown categories from discovered entry
    • Creating scheduled entry should use currency rounded to 2 places
    • Account scheduled chart: Future account entries should not be the starting balance but included on those days on scheduled entry chart

Release 1.3 (2020 July)

  • Enhancements
    • Turned clipboard and edit menu on, allowing for copy and paste
    • When viewing accounts scheduled entries, default sort is by next date
    • Improved usability when there is a partially entered entry in an account
    • Ability to export single account as QIF file
    • Ability to import single QIF account and merge
  • Fixes
    • Fixed issue where scheduled entry is connected to an account, and doesn’t record transfer between accounts
    • Improved refresh when restoring from backup
    • Deleting linked entry (category is another account) should delete the corresponding entry
    • Refresh when after entering a scheduled amount, date and balance

Release 1.2 (2020 July)

  • Enhancements
    • Improved creation of categories
    • Accounts now have ability to record description in summary
    • Improved layout in breakdown view.
    • Account names are now sorted
    • Improved flow when using New, Backup and Restore
    • Improved Account view of projected balances
      • Date range on x-axis
      • Hover over changes shows the details
    • Ability to see additional projected balance ranges
      • 3 Months, 6 Months, Year
  • Fixes
    • Fixed issue when starting with ‘New’ and you have existing data (error removing old data no longer occurs)
    • Fixed issue where sort was still indicated on Scheduled Entries list, but is no longer sorted
    • Fixed issue calculating next date on Scheduled Entry and taking business days into account
    • Resolved issue where breakdown entries would show difference “-$0”

Release 1.1 (2020 July)

  • Enhancements
    • Improved category lookup by not taking case into account (so groceries is the same as Groceries)
    • Improved account lookup when adding scheduled entry by not taking case into account
    • Users can now sort scheduled entries by description, frequency, next date, account, category, amount
    • Any scheduled entry whose next entry is in the past will be highlighted with a yellow background color
    • Scheduled Entries in the past now have the ability to skip / skip older
      • Skip moves scheduled entry to next date
      • Skip older moves next entry to next date after or equal to now
    • Entries can be created from Scheduled Entry
      • When done, the Entry is created and the Scheduled Entry moves its next entry date forward
    • Scheduled Entries can now be edited
  • Fixes
    • Changing amount in breakdown and clicking save doesn’t include the amount being modified
    • Account Entries new entry would show a random category value
    • When scheduling entries, don’t allow or require ‘Business Days’ when choosing Weekly/Daily scheduled entries
    • Account Scheduled view was not showing all combined scheduled entries
    • When scrolling in Scheduled Entries text color was not refreshing correctly (would be blue instead of black)
    • When entering an Account Entry and then viewing the Account Scheduled Entries, chart values were not updated

Release 1.0 (2020 July)

  • Features
    • Import QIF files (migrate off of other Commercial Products)
    • Backup and Restore
    • Create, read and update accounts
      • Activate, deactivate accounts
    • Create, read, update and delete account entries
      • Create duplicate entries
    • Create, read, update and delete breakdown values for entries
      • Create duplicate breakdown entries
    • Create, read, hide and un-hide categories
    • Enter scheduled debits and credits
    • Discover scheduled debits and credits
    • Create schedule for debit and credit
      • Range of frequencies (from Yearly to Daily)
      • Amount can be fixed (with breakdown values) or an average of entries
    • See projected account balances
      • 31 Days
      • With max/0/min on y-axis
      • With value at top/bottom of bar
    • Account summary
    • Create entries that track transfers between accounts
    • Mark entries as cleared
    • Filter clear/non-clear entries
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