FolioCalc 1.1
After almost six months since the last release, we finally have a new version, and just under the wire for April 15th! And I think it’s major enough to justify bumping up the minor version number. Probably the first thing you’ll notice is the GUI looks a little less clunky. And there are numerous usability improvements, some of which should probably have been in 1.0, like main menu alternatives for the toolbar and investment view buttons, import progress bar, descriptive undo/redo, more investment filtering options, etc. Most of the major new features involve importing, such as duplicate transaction detection and support for several more broker transaction file formats. But there are also some significant stability and efficiency improvements under the hood as well, mostly involving CoreData, import, and undo/redo. Oh, and there are preference settings for just about everything now, including the filter settings and turning off automatic cash transfers.
Feature List
- Moderate GUI makeover
- Duplicate transaction detection
- Import progress indicator
- Import now runs concurrently
- Schwab CSV import support
- E*TRADE CSV import support
- Scottrade QIF import fixed
- ShareBuilder QIF import support
- Can abort import after individual transaction canceled
- Import now handles files containing OS-9 style line endings
- No longer unstable after undo
- Descriptive undo and redo menu items
- Can now undo entire import
- Can turn off automatic cash transfers in preferences
- Negative cash balance detection during cash transfers
- Enhanced date range filter with quarter, month, week, and day related presets
- Investment type filter now has non-cash option
- Investment filter settings now saved to preferences
- “Hide Filters” and “Hide Toolbar” added to View menu and saved to preferences
- Added View menu items as alternate commands for view switching and investment filters
- Added Transactions menu and alternate menu items for adding transactions
- Moved “Import…” from File menu to Transactions menu
- Replaced all occurrences of word “savings” with “interest-bearing”
- Fixed some minor Tiger bugs
- Various code improvements
User’s Guide and CSV File Tweaking
Be sure and check out the updated user’s guide. It it now available in PDF format directly from the application help menu. In fact the old help viewer style help has been replaced with the PDF, since it’s really the same content, but it looks much better as a PDF I think (the equations were really screwed up in the old help viewer version and it was a major hassle to convert it from LaTeX to HTML). At some point later I might create a simpler, quick help version and bring the help viewer option back again. But anyway, the user’s guide now contains an appendix section describing how to tweak CSV files from brokers that FolioCalc doesn’t support and try to get them to import successfully.
A Peek Into the Future
Many of you have requested stock dividend, short sales, and wash sale support. These features and more are in the works. Some of them may even show up in the next minor release (1.2). Hopefully that will be much sooner than six months from now!
