Accounts and Loans' Revision History
- Release 2.0.5a (June 21, 2000)
- Fixed a mix-up in the Paste shortcut and Edit Account Group List shortcut.
- Added shortcuts back in for the Purge operations.
- Release 2.0.5 (June 21, 2000)
- Allows user to always lock the application regardless of the device's "Hide"
setting.
- Allows user to enter Palm password to enter the application if it is locked.
- Added a menu to allow user to jump to a specific payment number in Loan
Amortization screen.
- Added an "All Accounts" option in the Account Statement screen.
- Added a lot of error recovery routines so that you don't need to do a reset
anymore when error occurs.
- Added support for inter-field navigation (up/down & down/up) graffiti key strokes.
- Modified some of the menu short-cuts so that they conform to Palm standard.
- Added a small icon for the application so that it can be viewed properly in
list mode.
- Release 2.0.4a (May 15, 2000)
- The loan lists screen now display the current balance
instead of principal.
- Fixed a small bug in "Select Date" balance option under account
statement screen.
- With "Confirm deletion" option on, you wil now have a confirmation dialog box
when you delete a recurring transaction record or a loan record.
- When you delete a recurring transaction record or a loan record, you'll now be
asked whether you like the program to remove the projected future records
for you.
- Release 2.0.4 (May 4, 2000)
- The recurring transaction / loan lists are now sorted by
"Next transaction / payment date"
- Added "Hide Unfiled Account" menu option in Report screen.
- Added reconciled balance calculation.
- Added an option to use Date Book's style time selector.
- Release 2.0.3 (April 20, 2000)
- Support for Quik Budget 2.7 and higher.
- Added a clock icon to quickly check the current time.
- Modified the options screen a little.
- You can now enter an amount with up to 9 digits if the currency
doesn't use decimal.
- Fixed a few bugs.
- Release 2.0.1 (March 10, 2000)
- Added the rename Unfiled account capability back in.
- The currency rate that's in the range between 0.1 and 1 will be
displayed normally instead of scientific notation.
- Select time dialog box will now reflect your Palm OS setting's choice.
- An option is added for using check mark instead of "C"/"R" in the account
statement screen.
- Fixed a few bugs
- Release 2.0 (March 6, 2000)
- Allow unlimited number of accounts (registered users only)
- Allow unlimited number of currencies and categories.
- Added an option to display a pop up message if automatic entries are added by
the program on startup.
- Added automatic reminder in Date Book, To Do List, or Memo Pad for
recurring / loan transactions.
- Added a menu option to jump to a specific date in the account statement screen.
- Added account groups to allow total calculation for a specific group of accounts.
- Added an option to choose a start date in report calculation.
- Added memorized transactions.
- Added a frequent amount list.
- Added automatic cheque number.
- Added an option to allow a stop date for recurring transactions.
- Added a reconciled checkbox for transaction entry.
- Allow more options in purging old transactions.
- Allow time entry down to a minute.
- Added an option to use number separator in 2 formats (10,000 or 1,0000 -- in
case you wonder, the later format is frequently used by Chinese)
- Added an option in currency definition to use decimal or not.
- You can now define the number of advance loan (or recurring transaction) entries
differently for each loan (or recurring transaction) record. You can also
defind in terms of absolute number of advance entries of in terms of number of
days advance entries.
- You can now modify the date/time of the automatic loan / recurring transaction
entries.
- Release 1.10a (December 10, 1999)
- Allowed negative balance in "Adjust Balance".
- Added warning message for deleting accounts/currencies/categories
if "Confirm Deletion" option is on.
- Release 1.10 (December 1, 1999)
- Changed Desc/Note toggle to Desc/Category/Note toggle in account
statement screen.
- Added "Adjust Balance" menu option in account statement screen.
- Release 1.09 (November 5, 1999)
- Added warning for the purge operation if the delete confirmation option is set.
- Added option to use -/+ symbol instead of DB/CR.
- Added Date/Time toggle in the account statement screen.
- Added Description/Note toggle in the account statement screen.
- Added an option to always start in account statement screen on start up.
- Added a currency exchange info popup when you tap on the "E" character in
account statement screen.
- Added export of regular transaction list to Memo Pad.
- Added export of loan list to Memo Pad.
- Release 1.08b (October 1, 1999)
- Fixed the missing "Edit" menu for the loan and regular transaction entry screens.
- Release 1.08a (September 20, 1999)
- Bug fix -- Fixed the crash when tapping on the "Acct/Loan Balance" button.
- Release 1.08 (September 17, 1999)
- Added delete confirmation option.
- Account statement screen will remember the balance type selection
- The line/page scroller option will now affects the Loan and regular
transaction screens as well.
- Added a menu option to put a reminder of an entry in Date Book, To Do,
or Memo Pad.
- Release 1.07 (August 9, 1999)
- Re-wrote the startup routine to improve the startup speed.
- Date format will use a proper dash '-', dot '.', or slash '/' as indicated
in your Palm's preference setting.
- Removed the no 0% interest rate restriction in loan entry.
- Added some database integrity checks in case other applications re-arranged
the sort order of Accounts and Loans' database. This could happen if you use
KPilot to hotsync your data. See the FAQ section for more
information.
- Release 1.06 (July 18, 1999)
- Added more features in Reports.
- More flexible exchange rate entry when defining a new currency.
- Added currency selection in regular transaction entry.
- Added currency selection in loan entry.
- Added category selection in loan entry.
- Added cut and paste capability.
- Added a "Spending Limit" total in Account Statement screen.
- Release 1.05b (June 15, 1999)
- Added an option to purge old transactions by selecting a date.
- Changed to loan screen layout a little.
- Made a few changes so that the application
Quik Budget
can properly access Accounts and Loans' database.
- Release 1.05a (June 4, 1999)
- Release 1.05 (May 21, 1999.)
- Enhanced loan calculation capability.
- More flexibility in loan frequency option.
- More flexibility in regular transaction frequency option.
- Added option to show cheque number in account statement.
- Enhanced the security feature. You can mark each individual
accounts to be private.
- Removed the restriction of not being able to transfer an item
with currency that is different from the transfer account's
currency.
- Release 1.04a (May 1, 1999.)
- Fixed an error in quarterly regular transaction calculation.
- Release 1.04 (April 11, 1999.)
- Added cleared balance and balance date selection in report and account statement.
- Added "transfer" option in regular transaction.
- Will recognize "," as a decimal point for people who use different numbering format.
- Will use exponential syntax if exchange rate is less than 0.1
- Release 1.03 (March 23, 1999.)
- Added Export data to MemoPad.
- Added a "Note" section for account item.
- Longer description field.
- Date format follows the system's preference setting.
- Added a "tax" checkbox for tax deductable item.
- Added a "credit limit" account info and "credit remain" choice in account statement.
- Balance report are now sorted alphabetically and added an overall total.
- Allowed longer cheque number (8 digit).
- Release 1.02c (Feburary 26, 1999.)
- Fixed a bug in that locks up the Pilot once in a while.
- Fixed a bug in currency exchange calculations.
- Allows user to choose the option of scrolling one page at a
time or one line at a time in account statement.
- Accounts statement start at current date instead of the top.
- Release 1.02b (Feburary 20, 1999.)
- Fixed a bug in regular transaction calculations.
- Added bi-monthly, quarterly, half-year, and yearly for regular transactions.
- Release 1.02a (Feburary 14, 1999.)
- Will backup the databases to PC.
- Release 1.02 (Feburary 5, 1999.)
- Added regular transaction capabilities.
- Allows user to save extra account information.
- Release 1.01c (January 20, 1999.)
- Bug fix. Fixed the problem of hanging the program if you tap on the
up/down arrows too many times in the account statement screen.
- Release 1.01b (January 17, 1999.)
- Bug fix. Fixed the problem of not being able to rename
accounts/currencies or add new currencies using the built-in keyboard.
- Release 1.01a (January 15, 1999.)
- Bug fix. In v1.01, if you didn't install MathLib.prc file, the program
will crash when you try to enter an account item. It is now fixed.
- Release 1.01 (January 8, 1999.)
- Added an "Acct/Loan Balance" button on the first screen so
that user can quickly see their current account balances
and the balances of all their loans as of the last payment.
- Added a menu option to allow users to change the name of the
"Unfiled Accounts" from the existing phrase "Petty Cash" to
anything they like.
- Cleaned up the code significantly and reduced the code size
from 57kb to 52kb.
- Finally written up a user manual (this web page)
- Release 1.00 (January 3, 1999.)