Release Notes for Ascendo Money - Personal Finance Manager

• Integrated recurring transactions with BlackBerry Calendar so reminders are displayed when bills are due.
• Implemented "Add Transaction" icon on BlackBerry allowing user to add a withdrawal or deposit in as few clicks as possible.
• Implemented OFX Direct Connect to download transactions directly into an accounts from over 100 financial institutions.
• Implemented encryption to securely store bank login details.
• Added master password Hint question & answer.
• Added Cleared Balance column to Desktop Accounts panel.
• Improved conflict resolution dialogue on Desktop.
• Added split transaction support to Recurring Transactions.
• Increased size of category icons from 16x16 pixels to 24x24 pixels.
• Enhanced Desktop charts by improving the size & position of the legend, font size for labels and adding amounts in addition to percentages.
• Added Quarterly and Bi-annual (half-year) frequencies to recurring transaction options.
• Implemented BlackBerry Option to skip splash screen on start-up.
• Added Category, Type, Status and Payment Method fields to Transfers.
• Implemented option to include future transactions in current or ending balances.
• Enhanced Budgets window by improving formatting of percentages, column header names, column sizing and layout.
• Improved layout of new transaction window on Desktop.
• Enhanced Desktop scrolling and Account/Register panel resizing.
• Fixed cut & paste issue for Amount field on Desktop.
• Improved performance of importing QIF/OFX files and added support for several special cases.
• Implemented several improvements to reports; support for split transactions, ability to exclude Unfiled transactions.
• Added start-up Help screen on BlackBerry and option to Show/Don't Show help alerts.
• Numerous other enhancements to Money for BlackBerry including UI Style selection, default field capitalization, numeric keyboard size, naming and ordering of Options and Storm navigation.
• Numerous other enhancements to Money Desktop including transaction filter options, position of "new transaction" row, trial and registration dialogue.

• Touch Screen Support for clicking on buttons, activating drop-down lists, etc.
• Screen Tilt Support for horizontal and vertical viewing of Accounts, Registers, etc.
• Column Sorting by tapping on column header to display rows in ascending or descending order.
• Column Resizing by sliding finger across column headers.
• Short-Cut Buttons such as Add, Save, Keyboard to navigate without having to select from the screen menu.
• Horizontal and Vertical Scrolling by sliding finger across screen.
• Hide/Show screen elements with short-cut buttons to maximize data displayed.
• Customized numeric keypad for speedy data entry of transaction amounts, account balances, etc.
• Optimized graphics for start button, splash screen, skins and item icons.

• Implemented Pie Charts and Bar Charts on BlackBerry and Desktop, added chart titles.
• Improved process of selecting parameters for reports and charts.
• Added column on Desktop for sum of cleared transactions to Accounts panel.
• Implemented selection of transactions using CRTL and Shift keys for deleting or moving several transactions at once.
• Added ability to resize Desktop application window and save screen state (size, position, layout) on Exit.
• Implemented Hide/Show option for Desktop Accounts and Register panels.
• Corrected transaction date issue on BlackBerry to take time zones into consideration.
• Added Remainder field to Split Transaction screen to insure that entire transaction has been categorized.
• Improved Budget screen by displaying budgets as positive numbers and adding "Remaining" column.
• Added link to online user guide in Desktop About menu.
• Implemented option to display currency symbol before or after amount.
• Added "No End Date" as option for recurring transactions.
• Implemented icon selection matrix on Desktop.
• Improved currency selector, added 190 default currencies.
• Added click on column header to sort for Desktop Accounts panel.
• Implemented date range for transaction filtering.
• Added "Accept All" option when confirming transaction deletions after purge.
• Separated Money database on BlackBerry from RMS to allow for easier backup and restore.
• Numerous other improvements to Desktop version including menu names, order of options, field label names, screen layout and graphics.
• Numerous other improvements to BlackBerry version including sort arrows in column headers, register table properties, better support for track wheels, more help alerts, screen layout and navigation.

• 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.

• 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.
• Added Option to create a Master Password for entering application.
• 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.