PSION CD 2

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Text File | 1999-02-17 | 23.8 KB | 567 lines

Changes to abp ============== Version 4.27 ------------ * Future balance calculation now offers extra option to show maximum and minimum balances during forecast period, and also shows date (if any) on which balance first goes negative * When the cursor is on a Transfer entry, pressing "g" will go to the offsetting entry in the other account * Changing the date in a Split transaction now changes the date in the underlying split records * Added warning messages when deleting accounts or categories which have transactions * Stopped Split Files and Recalculate Balances options sometimes creating opening balances of "-0.00" * Zooming when in Find mode no longer corrupts display * Cancelling "Create Investment" dialog now correctly resets display * Large negative budgets no longer cause program crash in Show Categories screen Version 4.26 ------------ * Fixed bug in Set Password screen * When editing a Transfer, date in linked transaction now remains unchanged * Editing a transaction now traps "low memory" condition * Graph scales now show correctly for large negative amounts * Data files can now have filenames with spaces Version 4.25 ------------ * Fixed bug which could cause abp to crash when finding splits Version 4.24 ------------ * Introduced the use of resource files, to allow new language versions of abp to be created Version 4.23 ------------ * Fixed bug in Match Description routine which in rare circumstances could cause the program to go into an infinite loop * Fixed bug after using Match Description and then cancelling the dialog which could prevent normal cursor movement Version 4.22 ------------ * Added new printer report - Print Find Results. You can now print anything that can be displayed in the Find view, including both normal and split transactions * When using the Match Description function in transaction entry and no match is found in the current account, the search automatically resets to scan ALL accounts. Pressing CTRL+D again will match the description to a transaction in another account. * Change Entry Status routine now allows entries to be changed from unreconciled to reconciled (or vice versa) and from not exported to exported (or vice versa). An additional option allows only Transfers to be selected. * Setting "Two Column" option now applies to screen display for split transactions * When entering a new transaction, status now defaults to Reconciled for Cash accounts or Unreconciled otherwise * Split File routine no longer crashes when user specifies a filename containing a space * Fixed bug where setting preferences during a Find could corrupt display Version 4.21 ------------ * Added user preference to display transaction amounts in two columns. This allows debits and credits to be shown in separate columns at the expense of being able to show transaction categories. Select this option using CTRL+Q then CTRL+D * Export function will allow all accounts to be exported to QIF files in one operation - very useful for MS Money/Quicken Users * Import function will similarly allow all accounts to be imported in a single operation * Export function now checks for low memory * Import and export functions now look for QIF files by default in c:\abp\ instead of c:\documents\ * Fixed bug when displaying more than one screen in Show Investments display * Find Unreconciled option for current account now shows running total including reconciled balances - similar to your bank statement * Program now traps error if user selects an invalid abp data file * Help file updated Version 4.20 ------------ * Change Entry Status routine now checks for low memory and, if so, will compress data file * Pressing "c" will compress your data file at any other time * Fixed bug with display of totals after zooming to change font size * Fixed bug in updating Transfers where the linked transaction is within a Split Version 4.19 ------------ * Dragging the scrollbar now jumps straight to the selected record without scrolling the screen - much faster * Some optimisation of the screen layout when user selects option to "Hide cents in display" * New Find options: Find by Exact Amount and Find by Range of Amounts * Screen displays for Find Reconciled and Find Unreconciled now show running totals. * Find Unreconciled for a single account will show reconciled total at the top of the screen. * Totals at top of screen are now right-justified * Modified headings when in Find mode Version 4.18 ------------ * New function "Increment Reference" available when entering a new transaction. This will search for the last numeric reference number used in the current account, will increment the number and then complete the Reference field. * Import/export options now support extra date format MM.DD.YY in QIF files. Note: you may need to reset your default import/export date format. * Show Investment display options (shown when pressing Tab in this screen) are now saved with your data file. * Fixed error in running totals for Find activity when a single account is selected * Fixed bug where changing accounts during a Find could confuse abp's display * When Match Description function finds no match, another description may now be entered * Fixed bug when printing report of investments Version 4.17 ------------ * More options available for deleting old prices, including ability to retain the last price in a given month * Fixed bug in category balance view when displaying long category names Version 4.16 ------------ * New category balance display: Sum, Budget and Variance * Import and export routines now offer more flexibility for MS Money and Quicken users: abp's reference field can be mapped to Number only, Memo only or Number\Memo * Standing Orders can now be updated to change the abp account. This avoids the need for standing orders to be re-entered from scratch if you move your account from one Bank to another * New investment activity types: Stock Split and Reinvest Dividend * Show Investments screen now allows number of decimal places to be selected * In the investment activity screen, tapping a record now displays a full description, investment name, or activity type * abp now responds to system events when in category, standing order, investment and price display screens. In these screens, a tap of the pen will now scroll one page. * Change to back-up routine: abp will only back-up your data if you have changed it in the current abp session (avoids waiting for a back-up if nothing has been updated) Version 4.15 ------------ * Fixed bug in investment price import routine * Added ability to import investment prices by date * Fixed bug when adding a new category after using "match description" function Version 4.14 ------------ * Pressing "i" in Accounts view now shows the number of transactions in an account * Fixed bug where pressing Escape in Accounts view could sometimes show an incorrect balance Version 4.13 ------------ * Deleting the last record in Find view no longer causes the cursor to appear on a blank line * Automatically calculated budgets which are unrounded now show to two decimal places * Fixed bug where incorrect running total could appear after using Recalculate Balances * A zero reconciled balance no longer appears with a leading minus sign * If the user attempts to print and there is no serial connection via Psiwin, then abp traps and reports the error * Some internal optimisation to marginally increase speed of updating balances * When changing the name of a category (using Update Category option) then supplying the name of another existing category will merge them both together Version 4.12 ------------ * Further improvements to the internal consistency checker * When running short of disk space and the "Compress File" dialog appears, the user can set the compress routine to run automatically * After drawing a graph by category, pressing B will show the budget line * Fixed bug in export to CSV/TAB file for Italian Lira Version 4.11 ------------ * The program now performs an internal consistency check whenever going to background and after using Import, Merge Files and Split Files. This check ensures that, if a bad QIF file was imported, or a merge/split procedure was interrupted, the program will detect the data error and ask the user to run the Recalculate Balances option. The program will detect account balance/category balance differences, null (blank) account or category names, non-zero Split category balance. The consistency check process should run without being noticeable to the user. * Show Category Balance, View Standing Order, Show Investments, Show Price History and Show Splits screens use additional lines at bottom of screen even when column footers are displayed Version 4.10 ------------ * All functions which use large amounts of temporary memory (Split Files, Merge Files, Import, Recalculate Balances) now trap "memory low" error and allow data file to be compressed to reclaim memory * Minor updates to help file Version 4.09 ------------ * In the print transactions report, extra space is allocated for descriptions if the reference is blank * Fixed bug in Find routine by Description or Reference where the running total did not include the amount of the first record * Fixed bug where pressing Escape in Change Account routine caused "Can't find Account" error Version 4.08 ------------ * Closing help and then re-opening no longer causes an error * Updating old investment activities no longer overwrites current investment price * Fixed a bug where sell activity did not update current held position * Category graphs now include any categories within Split transactions * Updating an existing investment price allows source to be changed Version 4.07 ------------ * Foreign investments now show value in home currency * When purchasing/selling foreign investments, cash is automatically converted to home currency * Investment input screens now ask for net amount instead of commission * Bond prices rationalised - now always expressed as percentages * Show Investments screen now show gain or loss even if current holding is zero * Investment price history can be selectively deleted - between two dates, and with user override * Pressing Tab in Show Investments screen toggles between absolute and percentage gain or loss, and allows dividend/income to be included or excluded * Categories can now be graphed * Both Account and Category graphs are now selected by CTRL+G * Graph scales have extra points added and are more accurate * After viewing a graph, pressing Enter allows another graph to be selected * Sum transactions by date now selected by CTRL+T * Display or hide titles now selected from Preferences menu * Transaction printing gives an option to have opening balances included in the running total Version 4.06 ------------ * Match description facility now matches only entries in current account * Pressing "r" now reconciles and "u" unreconciles a transaction (previously they both toggled between reconciled and unreconciled) * When entering a transfer between accounts, you can now specify a different date or reconciled status for the linked entry * When the Help file is already open, pressing CTRL+SHIFT+H no longer causes an "In Use" error * Printed transaction reports now always show carried forward balance Version 4.05 ------------ * Cosmetic change to check password screen Version 4.04 ------------ * Fixed bug when importing QIF files which contain new categories, which could create spurious budgets Version 4.03 ------------ * Restyled Check Password routine. This enables the program to respond to system events when waiting for a password to be entered. In particular, allows abp to close when backing-up your machine using Psiwin. * Three attempts allowed to enter correct password * Program no longer crashes when displaying budgets for very large amounts (eg. Italian Lira) * When in the account detail view, pressing the arrow keys will move to previous or next account * Fixed bug when displaying Standing Orders after pressing escape in Category View Version 4.02 ------------ * Fixed bug in import routine when importing opening balances Version 4.01 ------------ * Fixed bug in overriding manually set budgets Version 4.00 ------------ * Each category can now have an associated budget * Add New Category option (CTRL+C) and Update Category option (SHIFT+CTRL+C) both accept daily, weekly, monthly or yearly budgets * Pressing TAB in the Category Balances view offers the following options: 1. Change currently-selected dates 2. Select type of categories to be displayed 3. Change the view between Opening & Current Balances or Spending vs Budget 4. Change calculation method for pro-rata budgets - by month or by day 5. Recalculate all budgets 6. Output to screen, printer or TAB-delimited file (for pasting into Sheet application - see Hints.txt) * Print Transactions report now allows both accounts and categories to be selected between any two dates * Find option now searches across currently-selected account or all accounts * Unreconciled transactions for just the currently-selected account can be viewed (making reconciliation to bank statements even easier than before!) - use the Find option and select "Unreconciled" * Future balance calculation now allows today's balance or future balance to be copied to Clipboard - for example, to be used with the Series 5 Calc application * User Preferences redesigned and simplified * Simplified the option to show full text when tapping an entry (see Hints.txt) * Further speed improvements: moving between accounts is now significantly faster for large data files, and Merge files option is 100% faster * Hotkey for reconcile while adding reference changed from SHIFT+R to FN+CTRL+R * Hotkeys for moving between accounts changed from FN+CTRL+first letter to SHIFT+first letter (this is because FN+CTRL+S / FN+CTRL+Q are used by Series 5 to pause/continue display) * Help file and hints file updated Version 3.24 ------------ * Further display option added to Category Balance view, selected by pressing Tab * For Quicken/MS Money Users: the abp Reference field is now mapped to Quicken and MS Money as follows - Number\Memo. In other words if you format your abp Reference field as (say) "112\this is a memo", then when you export the relevant transaction to Quicken or MS Money the Number field will be "112" and the Memo field will be "this is a memo". The process also works in reverse when importing into abp. Version 3.23 ------------ * New currency converter can be selected using CTRL+SHIFT+R. This gives the option of converting between currencies in a convenient way. * The Show record information option (previously selected by CTRL+SHIFT+R) can be accessed by pressing "i". * The Category Balance display now allows main categories to be selected - by pressing the Tab key. Pressing Tab again reverts to displaying both main and sub categories. * The Find by Category option now allows the user to select either main or sub categories. * Bug fixed where using the Process Now option could cause some standing orders to expire prematurely, ie before end date had arrived. * Bug fixed where invoking check password screen could occasionally cause cursor to display incorrectly. * Help file updated Version 3.22 ------------ * Fixed bug in Split Files option inadvertently introduced by new backup functionality. Version 3.21 ------------ * Fixed bug where changing a category name using SHIFT+CTRL+C would not correctly update split transactions Version 3.20 ------------ * Room allocated to display descriptions on screen when there is no reference * More dialogs changed to Psion standard * Help file updated Version 3.19 ------------ * Based on feedback from users, the key to match descriptions when entering a new transaction has been changed from TAB to CTRL+M * ABP Help application now closes when main application closes * Backup function updated: previously there was no control over the backup and it was done automatically when abp started. Now the backup occurs whenever an abp data file is closed, and can be controlled via the User Preferences dialog. Backing up from c: to d: is now possible. * All dialogs have been changed to adhere to the Psion standard, with "Cancel" on the left and "Continue" on the right (instead of the other way around). Version 3.18 ------------ * Net worth graph now allows choice of all accounts or currently-selected account * Whole screen is blanked when abp goes to background and password is set Version 3.17 ------------ * New facility added to match description when entering a transaction (see HINTS.TXT) * Future balance calculation can now be performed across all accounts * Added faster method of moving between the transaction views for different accounts: either by pressing 1 through 9 or by pressing CTRL+FN+letter, where "letter" is the first letter of the bank account name * Pressing k displays useful keystrokes * Pressing p displays useful pen taps Version 3.16 ------------ * Future balance projection now correctly allows for standing orders which expire * Future balance projection is now also implemented for foreign currency accounts Version 3.15 ------------ * Net worth graph now correctly includes transfers within splits * When editing a transaction and changing the date, the pointer no longer resets to the last transaction in the file * Future balance calculation now displays future-dated transactions separately from future standing orders and shows totals of both debits and credits * Fixed bug when changing transaction dates using "m" and "." keys Version 3.14 ------------ * New function added: Sum found entries between dates (CTRL+SHIFT+O). Use the Find button to search for specified transactions - for example, those with a particular description or reference. Then use this new option to find the total of just these entries between two dates that you specify. * New user preference: hide category 'None' from the display * Future balance option now correctly includes future-dated transactions as well as future standing orders Version 3.13 ------------ * Transaction entry and edit screens now allow formulae to be entered in Amount fields * Bug fixed when editing account transfers within splits * Import and export options now support account transfers within splits * Message now displays when the program is counting records (eg. when switching accounts) Version 3.12 ------------ * Date export format to QIF file now uses leading zero if day or month <10 * Start & end balances added to net worth graph * Fixed bug when foreign currency investment updates the balance in a foreign currency account * Foreign currency accounts now indicated by an asterisk in the main accounts display (if user chooses to display balances in foreign currencies) Version 3.11 ------------ * Fixed bug where cursor sometimes disappeared after using toolbar Version 3.10 ------------ * When investment activity updates a bank account, the category can be chosen (previously it defaulted to category "Investments" * Standing orders can now be printed to a printer * Price import routine (eg. for updating price quotes) now asks for file format in CSV or TAB file * Help file updated * FAQ included in Psion Word format Version 3.09 ------------ * Delay introduced to pen event handler to avoid auto-repeat (eg. when using the pen to reconcile an entry) * Investments screen now allows dividends to be entered directly - and to optionally update the current bank account Version 3.08 ------------ * Scrollbars can now be dragged, and a display at the top of the page shows the record number to which you are dragging the cursor * Cursor flicker reduced when using the pen * Bug fixed which prevented page up/page down for investments Version 3.07 ------------ * Variable-length scrollbars added to main screens * Transfers are now allowed within Splits * Toolbar icons (finally!) * New preference setting allows user to tap the description, reference or category for a highlighted entry on the transactions screen and the full name is shown (useful if they are truncated on the screen) * When a highlighted entry is shown, pressing the M key will decrease the date and pressing the . key will increase the date - useful when reconciling. (Note: these keys are the Psion standard for incrementing/decrementing numbers within dialogs) Version 3.06 ------------ * New screen layout for showing standing orders * Ability to create a new category from transaction entry screen Version 3.05 ------------ * Fixed bug in new prices routine which was preventing prices being added to the database Version 3.04 ------------ * Find by category routine now caters for categories up to 40 characters in length * Editing a Standing Order which is a transfer between accounts maintains correct entry description * Editing an investment no longer resets status to unreconciled * Using Find on an investment with no activity now shows correct toolbar display Version 3.03 ------------ * Fixed bug in sum by category which was excluding splits Version 3.02 ------------ * Creating new investment presents blank dialog * Investment and activity dialogs now ask whether to update price history * New preference option to hide cents from display (eg. for Italian Lira) - also controls decimal places for export function * Fixed bug in Find routine when searching for splits * Can now reconcile activities using the pen Version 3.01 ------------ * Warn user before creating new data file using CTRL+N * Exports all prices to 4 decimal places * Import MS Money type ShrsIn correctly * Fixed bug in exporting dates Version 3.00 ------------ * Added ability to enter, edit and display investments and investment activity * Added ability to enter, edit and display prices * A new toolbar button has been added "Invst". This button shows investment activity (if any). If no investments exist, then the program will prompt you to create a new investment. * The previous "Normal" button is now toggled with the "Find" button - when Find is selected, the button changes to Normal and vice versa. * Price history can be displayed graphically * Net worth summary over time can be displayed graphically * Information option now includes investments, activity and prices * Import and export options to/from MS Money and Quicken now handle investment activity * Can now export transactions, activities, categories, investments and prices to either CSV or TAB delimited file * Price history can be imported from CSV or TAB delimited file * Split files function will optionally archive investments/prices * Pressing Tab or Escape now circles between Account Balance display, Account Detail display and Investment Activity display (if activity exists) * Split transactions can now have separate descriptions from the "mother" transaction * Added new preference: pointer select by single click (move to entry and select immediately) or double click (move to entry first, then click again to select) - the latter is the Psion 5 standard * Recalculate balances function will derive current and reconciled balances by adding transactions and investment activities to opening balances & positions * New printer reports created for investments, activities and prices * A number of screens now show redesigned titles at the top