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Release Notes for Ascendo Money - Personal
Finance Manager
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Ascendo
Money Home Page
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| Version 3.1 |
- Added option to increment and enter check numbers automatically when creating transactions in a checking account.
- Implemented Pie Charts on BlackBerry for all reports.
- Enhanced Account Balances to display total of all
cleared transactions in addition to total of all transactions.
- Added Deposit versus Withdrawal report on
BlackBerry.
- Implemented Purge feature to remove transactions by
date or status (cleared, uncleared, reconciled) and update account
balance.
- Enhanced payee auto-complete feature on BlackBerry
to support capitalization and added ability to disable.
- Added Duplicate Transaction feature.
- Added currency selector to determine
which accounts are included in the "Total of All Accounts"
at the button of the accounts screen.
- Implemented Import from OFX (Open Financial
Exchange) format to exchange information with Intuit Quicken,
Microsoft Money and other 3rd party applications.
- Implemented online direct connect to banks using
secure OFX protocol (in beta).
- Added dialogue box to confirm if user wants to
populate transaction form with default values for category, type,
status and payment method based on payee.
- Improved synchronizing data between BlackBerry and
desktop by adding conflict resolutions options for BlackBerry wins,
Desktop wins or Manual confirmation.
- Added search field to currency selector.
- Fixed "SQL logic error" issue for users
upgrading from previous versions.
- Fixed several synchronization issues.
- Eliminated "USB port" error message.
- Added several options including Payee Defaults
(Enable/Disable), Check Number Counter (Enable/Disable), Password
Masking, Warning Alerts (Show/Don't Show) and Register layout
settings.
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| Version 3.0 |
- Added ability to set budget for each category of
transactions and display actual amount spent to budgeted amount.
- Implemented Auto-Complete so user can select payee
in as few as two clicks.
- Extended transaction type to include category,
type, status and payment method.
- Added Running Balance column to account registers.
- Implemented Roll
& Scroll on BlackBerry to move up and down the transaction list and horizontally across
fields using the track ball.
- Implemented dual pane interface to display accounts
and transaction register in same desktop window.
- Added Balances column to account screen.
- Added Total of All Accounts to calculate Net Worth.
- Implemented Transaction Splitting across multiple
categories.
- Implemented Reports to track spending by category,
type, payee and payment method on BlackBerry and desktop.
- Implemented Bar Graphs for all reports on
BlackBerry.
- Added ability to Forecast balances at a specific
that take into account scheduled transactions.
- Added Account Reconciliation feature to compare
transaction registers to bank statements.
- Enhanced currency display format to include
currency symbol and thousands separators.
- Added Day/Month date format (DD/MM) in addition to
Month/Day (MM/DD) format.
- Implemented scheduled recurring transactions on
desktop.
- Enhanced transaction filtering on desktop with drop
down selectors.
- Improved icons associated with accounts and
categories, increased total number of icons to 100.
- Improved desktop buttons to give them a 3D, glossy
look.
- Improved transaction registers with transaction
search field, category icon column, better track ball support and
improved transaction sorting.
- Added numerous settings to customize
the transaction register including font size, font family, scrolling
method, field ordering, field size and field alignment.
- Added several new options to BlackBerry such as
Currency Symbol placement, Help Alerts (Show/Don't Show) and font
selection.
- Added Backup & Restore feature to desktop.
- Added ability to move data file on desktop.
- Tested for Vista compatibility in addition to
Windows XP, Windows 98.
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Ascendo
Money Home Page
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