Changelog

Version 6.0.6 macOS 10.9+ May 11 2017

New localizations

  • Japanese (thanks to Aira)

Fixes

  • Bug fixes

Version 6.0.5 macOS 10.9+ April 18 2017

Fixes

  • The remaining transactions of a budget were only computed for current period

Version 6.0.4 macOS 10.9+ April 15 2017

New features

  • You have now more possibilities to choose the fields in the group by field of a pie chart or a bar chart
  • You can now choose on which accounts the remaining transactions of a budget are created

Fixes

  • The remaining transactions of a budget were not computed properly when propagation of previous periods was enabled

Version 6.0.3 macOS 10.9+ March 02 2017

New localizations

  • German (thanks to René)

Fixes

  • Bug fixes

Version 6.0.2 macOS 10.9+ February 03 2017

New features

  • You can now hide previous transactions when creating a new transaction

Fixes

  • Bug fixes

Version 6.0.1 macOS 10.9+ January 28 2017

Fixes

  • Bug fixes

Version 6.0 macOS 10.9+ January 18 2017

New localizations

  • Spanish (thanks to Jordi Casiñol Noguera)
  • Catalan (thanks to Jordi Casiñol Noguera)
  • Italian (thanks to Alessandro Vancheri)

New features

  • The database format has been rewritten completely to be faster and more reliable
  • Many interface changes for greater ease of use
  • Support of the Touch Bar of the new MacBook Pro has been added to further simplify the most common tasks
  • You can choose to hide the fields you don't use in the transaction editing panel
  • Better handling of splits to avoid entering same information twice
  • A Today extension is available to enter a new transaction quickly without having to launch iCompta
  • There is a new action to categorize transactions from previous transactions automatically
  • The previous periods of a budget are now frozen and keep the budgeted amount they had when they were created even if you change the budgeted amount later
  • You can put a 0 amount line in a budget and you can add a line that will include transactions not included in other lines
  • There is a new action to add missing categories to a budget
  • You can change the start date and the end date of several lines of a budget at once
  • The balance evolution graph is now more customizable and allows you to see the evolution of your net worth over years for example
  • Better display of reports
  • You can show a report for selected transactions under the transactions list
  • You can preview corresponding transactions in reports and budgets by hitting space key
  • You can now handle deferred debit manually if you prefer
  • You can create a new rule quickly from a selected a transaction
  • You can now extract dates from text in the rules
  • Added an option to hide netted positions for securities
  • You can import clients from a CSV file
  • You can import invoices from a CSV file
  • It's now possible to print the list of invoices
  • New default invoice printing template
  • You can create the corresponding transaction from an invoice
  • The invoices now have a due date which make them appear in red when the payment has not been received yet
  • You can now handle estimates and credit notes in addition to invoices
  • You can set a discount for an invoice
  • You can manage several companies

Fixes

  • iCompta can now handle multiple Linxo connections concurrently

Version 5.1.18 macOS 10.8+ January 18 2017

Fixes

  • Minor bug fixes

Version 5.1.17 macOS 10.8+ September 21 2015

Fixes

  • Minor bug fixes

Version 5.1.16 macOS 10.8+ August 23 2015

Fixes

  • Minor bug fixes

Version 5.1.15 macOS 10.8+ August 07 2015

Fixes

  • Minor bug fixes

Version 5.1.14 macOS 10.8+ August 01 2015

Fixes

  • Minor bug fixes

Version 5.1.12 macOS 10.8+ July 22 2015

Fixes

  • Minor bug fixes

Version 5.1.11 macOS 10.8+ April 22 2015

Fixes

  • Minor bug fixes

Version 5.1.10 macOS 10.8+ March 27 2015

Fixes

  • Several bug fixes

Version 5.1.9 macOS 10.8+ March 17 2015

Fixes

  • Minor bug fixes

Version 5.1.8 macOS 10.8+ February 28 2015

Fixes

  • Added taxes information to the default template when printing an invoice

Version 5.1.7 macOS 10.8+ January 24 2015

Fixes

  • Several bug fixes

Version 5.1.6 macOS 10.8+ January 10 2015

Fixes

  • Several bug fixes

Version 5.1.5 macOS 10.8+ November 20 2014

Fixes

  • Several bug fixes

Version 5.1.4 macOS 10.8+ November 02 2014

Fixes

  • Several bug fixes

Version 5.1.3 macOS 10.8+ October 21 2014

Fixes

  • Several bug fixes

Version 5.1.2 macOS 10.8+ September 20 2014

New localizations

  • Italian (thanks to Federico Cominotto)

Fixes

  • Several bug fixes

Version 5.1 macOS 10.8+ August 28 2014

New features

  • Completely redesigned user interface
  • New navigator panel that allows you to see all periods of a budget at a glance and quickly navigate between them
  • You can customize the order of the columns in the transactions list
  • Dropbox synchronization now uses Dropbox API for a better integration

Fixes

  • You no longer need to validate changes when you edit a transaction, they are applied immediately (you can still cancel a change with Edit > Undo menu item)
  • Changing the system timezone could result in scheduled transactions being duplicated
  • Splits are now exported when choosing CSV format (like in V4)
  • Manual ordering of transactions is not enabled by default anymore and you have to add it in the sort criteria if you want
  • Several bug fixes

Version 5.0.5 macOS 10.8+ January 24 2014

New features

  • You can customize the way the preview column is computed
  • You can download quotes from Yahoo now

Fixes

  • Several bug fixes

Version 5.0.4 macOS 10.8+ January 11 2014

New features

  • New securities panel under the transactions list to monitor your investment accounts
  • Investment accounts are now properly imported and exported in QIF format
  • Securities can be hidden
  • You can import quotes from a CSV file
  • You can add a comment to a budget
  • You can reset the status of a transaction to "Computed" if needed

Fixes

  • The number of shares can now be a fractional number
  • Several bug fixes

Version 5.0.3 macOS 10.8+ December 10 2013

New features

  • You can group the results of a report by account
  • You can hide the securities line if you don't need it
  • You can change the date of a bank statement and give it a name or number

Fixes

  • Some transactions could cause the scheduler to freeze and crash
  • Several bug fixes

Version 5.0.2 macOS 10.8+ October 24 2013

Fixes

  • The transaction editing panel has been redesigned to be clearer and easier to use
  • Some transactions had a wrong amount of 0 when importing
  • Some transfers were not properly imported when upgrading a V4 document
  • The end date of repeating transactions was not properly imported when upgrading a V4 document
  • Synchronization was not always detecting new data when using Dropbox
  • Report editing screen is now scrollable to fit small screens sizes
  • The scheduler now displays the date of the next occurrence instead of the date of the first occurrence
  • Many bug fixes

Version 5.0.1 macOS 10.8+ October 04 2013

New features

  • You can display transactions on one line
  • You can choose to display both the balance and the cleared balance in the accounts list
  • The display date of planned transactions can be updated automatically to the end of month + 1 month for example
  • Planned transactions can automatically be changed into regular transactions on their due date
  • You can assign a category to one or more transactions directly in the list with a right click
  • You can change the name of the transfer transaction of credit card accounts
  • You can change the name of the repayment transaction of loan accounts
  • You can use value dates instead of dates in the balance evolution graph and in the reports
  • You can see the progress when the synchronization data is uploaded or downloaded from the cloud

Fixes

  • Synchronization should be more reliable
  • Account editing screen is now scrollable to fit small screens sizes
  • Rules are now properly imported from a V4 file
  • Many bug fixes

Version 5.0 macOS 10.8+ September 12 2013

New features

  • New user interface
  • Everything has been redesigned
  • Loan and investment accounts
  • New reconciliation panel
  • New scheduler
  • You can now manage securities and monitor your portfolio
  • Enhanced reports
  • iCloud synchronization
  • XML and JSON import / export
  • Linxo support
  • You can now manage clients, make invoices and print them directly in iCompta

Version 4.0.13 macOS 10.5+

Fixes

  • Maverick fixes

Version 4.0.12 macOS 10.5+

Fixes

  • Maverick fixes

Version 4.0.11 macOS 10.5+

Fixes

  • Preview column was not updated in some cases

Version 4.0.10 macOS 10.5+

Fixes

  • Various bug fixes

Version 4.0.9 macOS 10.5+

Fixes

  • Various bug fixes

Version 4.0.8 macOS 10.5+

New localizations

  • Polish (thanks to Aleksander Kasprzyk)
  • Chinese (thanks to Lin Chu He)

New features

  • Easier date editing : you can enter only the day and it will be completed by current month and year

Fixes

  • Various bug fixes

Version 4.0.7 macOS 10.5+

Fixes

  • Many user interface changes
  • Better printing
  • Various bug fixes

Version 4.0.6 macOS 10.5+

New features

  • You can now print budgets

Fixes

  • Various bug fixes

Version 4.0.5 macOS 10.5+

Fixes

  • Import / export settings window wasn't showing in some cases
  • Autoupdating should now work for everyone
  • Various bug fixes

Version 4.0.4 macOS 10.5+

Fixes

  • Various bug fixes

Version 4.0.3 macOS 10.5+

New localizations

  • Portuguese (thanks to Marcelo Felippi)

Fixes

  • Various bug fixes

Version 4.0.2 macOS 10.5+

New localizations

  • Greek (thanks to CNBS)

New features

  • You can now use regular expressions to modify the name of a transaction in the rules
  • You can copy selected transactions and paste them as CSV lines in a text editor

Fixes

  • Various bug fixes

Version 4.0.1 macOS 10.5+

Fixes

  • Detailed transactions view is back
  • OFX parsing issues
  • Various bug fixes

Version 4.0 macOS 10.5+

iCompta is now a shareware. There is a free trial period of 30 days with all the features unlocked.

New features

  • Accounts, budgets and people can be organized into groups
  • Subcategories
  • Better display of the transactions
  • New bar graph
  • New import window which tries to match existing transactions
  • Transfers are now properly handled
  • New scheduler which shows future transactions
  • You can now copy the values of a previous transaction when creating a new one to avoid entering the same information again
  • Easier date editing : you can use arrows to add or remove days, months or year
  • Easier amount editing : you can type a math formula and it will be interpreted
  • VAT management

Fixes

  • Various bug fixes

Version 3.3.6 macOS 10.5+

New features

  • Better transaction name completion

Fixes

  • Changes to transactions on the iPhone were not synchronized
  • Advanced date filters didn't work properly

Version 3.3.5 macOS 10.5+

Fixes

  • Problem with budgets synchronization
  • Problem with some OFX and QIF files not being imported by the embedded browser
  • Other various bug fixes

Version 3.3.4 macOS 10.5+

Fixes

  • Problem when entering amounts depending on your regional settings
  • Problem with rules and filters not being saved properly

Version 3.3.3 macOS 10.5+

Fixes

  • Snow Leopard fixes

Version 3.3.2 macOS 10.5+

Fixes

  • Snow Leopard fixes
  • OFX direct connect fixes
  • Localization fixes

Version 3.3.1 macOS 10.5+

Fixes

  • Various bug fixes

Version 3.3 macOS 10.5+

New features

  • Resizable columns in the transactions list
  • Repeating operations can now occur every 2 weeks or every 4 weeks
  • Factory settings are now available for many financial institutions to let you setup your account quickly
  • New setting for display today's balance instead of the sum of all transactions

Fixes

  • CSV import fixes
  • Currency rates weren't updated any more

Version 3.2.1 macOS 10.5+

New features

  • Accounts, Budgets and People sections can be hidden

Fixes

  • Account window was too big for some resolutions
  • Embedded browser didn't work with pop-up windows

Version 3.2 macOS 10.5+

The login and password in the account window are not used for filling web site forms anymore, they are used for transactions direct download instead. As a consequence, the way to autofill web site forms for online banking has changed so please do the following :
- Open the web view and fill all the needed fields manually
- Click the save button to store the values you entered in the fields
- Next time you will be able to fill the forms automatically by clicking the fill button

New features

  • Transactions direct download

Fixes

  • Various bug fixes

Version 3.1 macOS 10.5+

New features

  • Better user interface
  • Better printing
  • CSV Import / Export
  • You can now see the balance evolution for several accounts at once
  • You can now choose to display comments or amounts for types and parts in the operations table
  • New parts panel that displays each operation the selected people participated in
  • You can now link mails to operations

Fixes

  • Various bug fixes

Version 3.0.1 macOS 10.5+

Fixes

  • Various bug fixes

Version 3.0 macOS 10.5+

New localizations

  • Italian (thanks to Henri Aste)

New features

  • iPhone synchronization
  • Brand new user interface
  • Budget management
  • Multiple types support per operation
  • Performance improvements
  • Embedded browser for online banking
  • Rules
  • Smart filters
  • You can overline important operations
  • It's now possible to have canceled operations
  • Multiple files can be attached to an operation
  • Repeating operations can have an ending date

Fixes

  • OFX import fix
  • QIF import fix

Version 2.1 macOS 10.5+

New features

  • Better user interface for encryption
  • Better printing

Fixes

  • Evolution graph didn't show up if the maximum balance of the account was negative
  • The balance summary under the name of an account could be truncated
  • Removing an operation type had the effect to clear the types of all operations
  • OFX import fix

Version 2.0 macOS 10.5+

Big update of the user guide

New localizations

  • Spanish (thanks to Miguel Angel AP)

New features

  • Document encryption option in the save panel
  • Autosave option in the preferences window
  • Several enhancements to the balance evolution window
  • You can now choose to include the next occurrences of periodic operations in the balance evolution graph
  • New field in the account window to store informations about the account (bank name, web site, account number, login, etc.)
  • You can now set the owner and the co-owner of an account
  • New comment column for the operations
  • You can link a file to an operation like a pdf invoice for example

Fixes

  • Problems with date fields in the filter bar
  • OFX import fixes

Version 1.9 macOS 10.5+

New localizations

  • German (thanks to Matthias Schorer)

Fixes

  • Several UI improvements
  • Crash during launch
  • Filtering was impossible in English localization

Version 1.8 macOS 10.5+

New features

  • Spotlight importer
  • QuickLook plugin
  • You can customize the filter bar

Fixes

  • Many import / export fixes
  • Several UI improvements

Version 1.7 macOS 10.5+

New features

  • New effective date column
  • New transaction info column to put credit card number or check number (with automatic incrementation)
  • You can choose to automatically get latest change rates on the Internet

Fixes

  • Core Data bug which caused loss of data when saving again a file with no changes

Version 1.6 macOS 10.5+

Fixes

  • Cents were lost when entering a value in the debit column
  • Several import bugs fixed
  • Several UI glitches fixed

Version 1.5 macOS 10.5+

Major update : now uses Core Data
Documents from previous versions of iCompta will be updated to the new format when you first open them. The new documents won't be able to be opened in previous versions of iCompta but a backup copy of an old document ending with a ~ is created during the conversion.

New features

  • Balance evolution : You can now show a graph of the balance evolution of an account and even have a forecast for the next months
  • Shared operations : You can finally know who owes what to who when you buy gifts with other people for example
  • Address Book integration
  • Operation kind column : You can set if an operation has been made with a credit card, a check, cash…
  • Credit and debit columns in addition to existing amount column
  • You can choose which columns to display by right-clicking on the columns header

Fixes

  • Better performance
  • Many UI improvements

Version 1.4 macOS 10.4+

New features

  • Currencies : you can choose choose the currencies used and set change rates
  • Each account can have its own currency
  • You can reorder operations types and currencies in the preferences window
  • CSV Import / Export renamed and modified to iCompta tab separated text file
  • QIF Import / Export
  • OFX Import / Export

Fixes

  • Better performance
  • Bug that would render wrong values in the preview column
  • Calculator is no longer launched in Classic mode

Version 1.3 macOS 10.4+

New features

  • You can change the icon of an account
  • New preview column which shows every operation effect on account balance

Fixes

  • Better undo support

Version 1.2 macOS 10.4+

New features

  • CSV Import / Export
  • Funds transfers between accounts

Fixes

  • Several crash fixes
  • Better printing support
  • Better drag and drop support
  • Bug with repeating operations
  • Bug when cleaning operations

Version 1.1 macOS 10.4+

Fixes

  • Better undo support
  • Better localization support

Version 1.0 macOS 10.4+