Oct 28, 2024

Version 1.1.31.0 released

• Added printing support on report page, account page and transaction search window.
• Data exported from the report page, account page or search transaction window can be limited by selecting one or more rows.

Sep 19, 2024

Version 1.1.29.0 released

• Automatically detect if the imported transactions should affect the current balance.
• Simplify transaction importing process.
• When doing a manual transfer from the account page initialize the date to today.
• When splitting a transaction with an odd amount round the amount to 2 decimal places.
• For loans or credit cards on the account page show "interest due" in the details column instead of "interest paid".
• Minor GUI fixes when using larger font sizes.
• Notes on reminder events now appear in the details column on the report page.

Aug 21, 2024

Version 1.1.28.0 released

• When completing an event if the event date is in the future default to today.
• When editing an event selecting a date from the drop-down was not being recognized. Fixed.
• Fix a bug which occurred if next payment date on a loan account was selected from the drop-down list of defined dates.

Aug 21, 2024

More guides added

Added more guides and content to the website. Feel free to suggest other guides by sending an email to info@gregsbudget.com and thank you to all the GregsBudget customers for your support and valuable feedback!

Aug 10, 2024

Added guides to the website

Several guides have been added to the website to help you do specific tasks like getting started with GregsBudget, adding accounts or events, completing events or modifying event occurrences. More guides will be added so keep checking back and feel free to suggest other guides by sending an email to info@gregsbudget.com.

Jul 18, 2024

Version 1.1.27.0 released

• Added "Ctrl T" shortcut to add a new translation while on the account page (opens the "Add Transaction" dialog).
• When completing an event on the report page default the date to the date of the event.
• When reversing all transactions in an account the current balance should update.
• On balance stats, "First negative balance" should not appear if there is no negative balance.
• When splitting a credit transaction the "Transaction Type" should default to Credit.
• When entering a transaction remember the "Transaction Type" from the last time a transaction was entered.
• On the "Search Transactions" window the default button should be "Search", not "Ok".

May 2, 2024

Version 1.1.26.0 released

• Allow accounts to be hidden.
• Don't display hidden accounts in any account lists unless it is already selected.
• When completing the final payment of a loan ask the user if they want to hide the loan account.
• Don't require interest rate or interval for credit accounts.
• Make "From account" selection list consistent between account based payment events and regular payment events.
• Fix a bug where a warning was displayed if attempting to edit an event occurrence immediately after saving the budget file.
• After reversing a transaction the current account balance shown in the transaction grid was not updating.
• When the date of a transfer transaction is manually edited automatically edit the date of the matching transaction in the other account.
• Add the missing "Income" event color when resetting all event colors or starting a new budget

Apr 25, 2024

Version 1.1.25.0 released

• For transactions created by transfers, if deleted or reversed then automatically delete or reverse the transaction in the other account.
• Improve support for importing transactions from CSV files from other applications.

Apr 23, 2024

Version 1.1.24.0 released

• Make the default main window size bigger and remember the size and state.
• Allow font family, size, weight and optional alternating color for various lists to be specified.
• For transfers, when the amount of the transfer is manually edited automatically edit the amount in the other account.
• When editing an exchange rate make it more clear by showing a descriptive line of text.
• When editing an event that starts or stops on a defined date or event show the associated icon next to the date or event name.
• Fix a bug where completed an event was incorrectly triggering another event that was set to trigger on a defined date.
• Fix filter reset on the search transactions window so it returns the filter to the original state when the search window was opened.
• Setting a new default color for an event is now working.

Apr 14, 2024

Version 1.1.23.0 released

• Move loan payment events to the account dialog so both can be edited at once.
• When editing a transaction credit in a tax deferred account the withholding and net transfer fields should not be visible.
• Added missing transaction recording options for cash accounts.
• Fixed a bug where an expense or payment made from a credit card or credit account caused the amount owed to decrease instead of increase.
• When editing a payment event for a credit card or credit account include the "Payoff" checkbox option if the balance is tracked.
• A new "Smart" transfer option allows for leaving a minimum balance in the source account.
• On the account page, when an account is selected scroll the transaction window to the top after loading.

Mar 28, 2024

Version 1.1.22.0 released

• On the report page, when showing a tax deferred account, the "Debit" column should show the "before taxes" amount, not "after taxes".
• If a value is changed so that it now has a reference to another value and is also changed by an event then disable that event and warn the user.
• If a value referenced 2 other values and the 2nd was missing then it would never get resolved until edited.
• When editing or adding an account, after selecting a type of "Cash" the interest group box never shows up again no matter which type is selected.
• Fix missing flag column after adding an account that has a currency and no accounts had a currency yet.
• When a new budget is created enter that into the audit log.
• Make the help button pull up a new window like the change log button does.

Mar 9, 2024

Version 1.1.20.0 released

• On the "Search Transactions" window if there are transactions selected then show the count and total for the selected transactions
• Fix refresh of transaction summary line above the transactions on the account page after completing an event on the report page
• Update help page
• Removed redundant "Filters" button on account page

Mar 6, 2024

Version 1.1.19.0 released

• Added export button to search transactions window
• On the report page, exclude the account balance lines when showing the number of events
• Minor GUI fixes and improvements
• Minor bug fixes

Feb 29, 2024

Version 1.1.18.0 released

• On the "Search Transactions" window allow the currency to be selected if all selected accounts have a currency
• Added "<Select All>" check box in account and category selection lists that have check boxes
• Allow transactions to be split on the account page
• Allow editing of multiple transactions at once to change the date, description, category, amount or notes
• On the spending page allow for multiple budget lines to be selected for display in the transactions window
• Also on the spending page, show the Notes column in the transaction grid
• Minor bug fixes

Feb 23, 2024

Version 1.1.17.0 released

• Added exchange rates to settings to allow for currency conversions
• Change log window is now modeless so it can be left on screen to watch changes get logged
• On the report page show modified occurrences with a * at the end of the event name
• Better global support for accounts with a currency defined
• Minor bug fixes

Feb 7, 2024

Version 1.1.16.0 released

• Added export and import for categories and patterns from the settings dialog
• Fixed crash bug when creating first spending group

Feb 5, 2024

Version 1.1.15.0 released

• Transactions can now be exported to CSV using the "Export" button on the Accounts page
• Improved other export formats
• On the Spending page, automatically scroll to the most recent data at the bottom of the page

Jan 31, 2024

Version 1.1.14.0 released

• Personalize account with country flag and currency setting
• When importing transactions, use the "Opening Balance" if given
• Moved the "Skip save window" and "Auto save" settings to the profile
• Minor bug fixes

Jan 25, 2024

Version 1.1.13.0 released

• Allow category and notes to be imported with transactions
• Automatically detect the delimiter when importing CSV files
• Ignore currency prefix when importing amount
• Don't require a description for transactions
• Added a setting to skip the "Save Budget Window" if checked. With this checked a simple click on the save button saves the budget
• Added Auto Save feature to save the budget file whenever changes are made

Jan 18, 2024

Version 1.1.12.0 released

• "Budget root name" is now "Profile name"
• Added a "Profiles" tab to settings
• Profiles can be edited or created on "Open Budget File" window or on the settings window

Jan 10, 2024

Version 1.1.11.0 released

• Warn the user about deleting transactions if "Keep transaction log" is unchecked for an account with transactions
• Log deletion or reverting of transactions
• When editing an account if "Transaction record limit" is blank then the number of transactions in that account is unlimited
• Opening the change log automatically scrolls to the end to see the latest changes

Jan 6, 2024

Version 1.1.10.0 released

• Added "Changes" button on main menu to pull up any changes since the budget was last loaded or saved
• Warn the user if they are about to make a change to an event that will result in erasing manual event edit instance data
• Added "Notes" to user defined values and dates
• Minor bug fixes

Dec 28, 2023

Version 1.1.9.0 released

• Report page was always shows 0 events (fixed)
• Sometimes the first event of a series on the report page had no checkmark (fixed)
• Automatically complete any zero dollar transfers that don't occur in the future
• When editing a transfer event instance that maintains a minimum balance if amount is unchanged then it should continue to be automatically recalculated
• Added asterisk to fields that have changed when manually editing event instances
• When editing event instance data added a button to allow the user to reset the current instance to default values
• Added tool tips to the main menu buttons
• Added "Copy notes to transactions" check box under the notes field when editing an event to allow notes to be copied to the transactions

Dec 21, 2023

Version 1.1.8.0 released

• Allow patterns to be part of other patterns
• Added notes field when editing, adding or completing transactions
• Added notes field when editing event occurrences
• Transaction notes are shown on the accounts page in the transactions window

Dec 13, 2023

Version 1.1.7.0 released

• Improve category assignment interface
• Fixed a bug where the category list changes made in the settings window were thrown away if a pattern was added or edited
• Log editing of transactions to audit log
• When importing transactions save the import directory as soon as the CSV file is chosen
• Added Cash account type
• Added confirmation dialog before deleting an account to prevent accidental deletion of accounts on account page

Dec 8, 2023

Version 1.1.6.0 released

GregsBudget version 1.1.6.0 has been released on the Microsoft Store. Any feedback about your experience, both good and bad, will be greatly appreciated.