Fixed in-application purchase registration bug
Fixed bug where transfer categories with class info wouldn't parse correctly
QIF exporting offers supports for more transaction types

Now recognizes BUY, SELL and DIV as correct transaction types when importing certain QIF files
Fixed bug where stocks would use adjusted price when they should just use 'price'
Improved downloading of recent transactions with direct connect
Fixed bug with importing some split transfers
Fixed bug with Wells Fargo Investments direct downloads
Fixed custom check printing bug
Fixed bug where registration would be broken in languages (like Chinese and Japanese)
Fixed nasty search bug that could cause a crash
Changed the text in the purchase window if there is a connection failure
Removed the "Cancel" button once a purchase has been submitted

Fixed security calculation bug with Move Shares action
Improved QIF importing for split transfers
Improved importing categories with • in the name
Fixed nasty bug where deleting an investment account wouldn't preserve other accounts' balances
Fixed bug where cleared balance wouldn't update after an import
Fixed bug with ROI summary total in Reports
Fixed bug where stale Scheduled Transaction values could be used in a Forecast
Fixed bug with some move shares calculations
Fixed bug where "Div" wasn't properly recognized for QIF imports
Fixed ROI calculation when Move Shares is involved
Fixed issue where QIF export assigned wrong account type to investment accounts
Fixed issue where QIF export split transactions weren't compatible with Quicken
Fixed issue where QIF export did not always include transaction types
Fixed issue where Cash accounts were not exported to QIF with correct type
Fixed issue where account info list wasn't added to QIF export
Fixed bug with Capital Gains report and Move Shares

Fixed statement rounding bug
Fixed updating bug if user is on Leopard
Improved 2nd attempts at updating
Fixed bug with Splits and BuyX in QIF (FS#3197)

Fixed bug where a transaction image wouldn't want to appear in transaction editor (FS#3057)
Fixed bug where mini-graph wouldn't want to update when changing the time frame in preferences (FS#3064)
Fixed bug with Average cost calculation (FS#3076)
Fixed issue with number conversions in QIF files if they were formatted like (123.45)
Forcing a refresh of account balances now forces refresh of security related items
Improved handling of situation where a date could be nil
Fixed index bug when printing checks (FS#2341)
Fixed bug where iBank had trouble updating more than 200 securities
Fix bug where migrator would flatten account hierarchy when nested groups were present (FS#2845)
Fixed "Advanced" preferences in French localization (FS#3135)

Improved compatibility with Snow Leopard
Fixed QIF import bug where an account could be created without a name
Fixed bug with reports when used with transfers (FS#2955)
Fixed bug with split entries (FS#2991)
Hopefully fixed issue when sch. transactions post without a notification (FS#2959)
Mini-graph now shows securities in selected portfolio
Fixed issue where amount could be nil when dragging categories onto a budget (FS#2554)
Fixed issue with dragging & dropping empty income categories onto budget (FS#3053)
Fixed budget miscalculations after adding items via drag & drop (FS#3054)
Fixed bug where "Return" key saves transaction along with entering selection (FS#2736)

Fixed QFX importing problem that a few users experienced when using built-in browser (FS#2545)
Fixed odd QIF import bug that could cause a crash
Fixed bug where "through time" graph could be wrong when parent categories were included (FS#2853)
Fixed bug where changing a transaction's date wouldn't cause the mini-graph to update when appropriate (FS#2877)
If a category and account have the same name, iBank gives preference to the account (FS#1563)
Fixed nasty bug where adding a transaction to an investment account would cause the cash balance to appear (FS#2865)
Added "repair database" to the AppleScript dictionary
Removed the custom (and outdated) user agent string for web kit
Added a spoof of Safari 4.0.1 to the user agent string
Fixed a double release of an autorelease pool that may have caused some crashes
Remove the document from being an observer of the transaction controller when the document is closed
Improved OFX support for Wells Fargo and KeyBank
Fixed bug where account balance could be off when manually entering a check or modifying the 3rd transaction (FS#2906 & 2917)
Preference window appears in the center now
Fixed bug with importing Quicken QIF files that had checks as transfers (FS#2908)
Improved French localization
Fixed issue where "Account Manager" window could be resized to almost 0,0 pixels
Can now edit a transaction's currency for non-transfers (FS#246 & 2859)
Improved editing multi-currency split transactions (FS#2926)
Fixed bug when adding a split when the transaction editor is closed (FS#2879)
Fixed bug where amount in transaction editor could appear to change after a Save (FS#2721)
Fixed bug where transfers were not cleared after importing from a big QIF (FS#2907)
Fixed bug where iBank Mobile sync service wouldn't get started if file didn't have any categories
Fixed bug where the mini-graph could show stale data
Updated tooltips in the Categories pane
Fixed bug where changing the transaction type from Buy to Move Shares wouldn't update account balance sometimes
Improved speed of parsing large QIF files

Attention: Version 3.5 will automatically upgrade your data file the first time you launch it. Please make a backup copy of your data file before installing iBank 3.5, as your data file will not be usable with previous iBank versions after the upgrade is complete.

Sync with iBank Mobile (native iPhone app)
Improved launch speed
Hidden accounts/categories don't appear in category popups
Fixed bug where items wouldn't get pushed down in the source list after creating a new account
Can choose to exclude securities from quote updates
Much improved searching (faster and fixed bug where it could crash)
Fixed a bug where when you add a memorized transaction a duplicate would appear (FS#1721)
Exchange rate retained when copy and pasting a transaction (FS#2233)
Added support for drag and drop of Neat Receipts scanned PDFs
Fixed bug where duplicate transactions wouldn't show in a report (FS#2236)
Composite bar in graphs better differentiates between income and expenses (FS#2535)
Fixed bug where transfers were not appearing in composite line graphs (FS#2251)
Added new preference pane for setting how new statements pull in transactions (FS#2610)
Fixed a bug where green checkbox would sometimes not want to show up next to a balanced statement (FS#2608)
Fixed bug where wrong transactions could show up in a multi-currency chart (FS#2608)
Fixed bug where transfers could sometimes not show up in charts' "through time" graph (FS#2251)
Fixed bug where sign on split amounts were restricted by category (FS#1687)
Fixed bug where you couldn't enter positive transfers in French version (FS#2506)
Updated delete dialog to indicate transfers aren't deleted when deleting an account
Hopefully fixed bug where dragging and dropping categories could cause iBank to freeze
Fixed check printing setup bug that could cause a crash (FS#2667)
Fixed checking printing setup bug where switching from voucher to any other setup would look odd (FS#1905)
Fixed bug where MobileMe iPhone web-app sync appeared to have stalled out
Transfers now clear/reconcile separately on each side of the transaction (FS#306)
Fixed bug where cleared balance wouldn't always update when marking a transaction as cleared (FS#2803)
Fixed some memory leaks
Improved speed of adding new transactions when user has lots of smart accounts
"Toggle cleared" doesn't affect transactions that are reconciled (FS#2640)
Can clear the memo of a scheduled transaction (FS#2505)
Fixed bug where choosing "Year to Date" for a report wouldn't change the dates (FS#2507)
Fixed issue where the QuickLook importer wasn't included in the app bundle
Can get quotes for Mutual Funds (from a bug in 3.5b9)
Fixed bug where iBank could crash when canceling from the password panel during an upgrade

Fixed bug with Budget widget when dealing with transfers (FS#2576)
Fixed bug where adding lots of transactions to the reconcile table in statement view could take a long time
Fixed bug where creating a statement would sometimes not update the values of the statement
Fixed bug where expanding a split item in the reconcile window could cause iBank to hang (FS#2580)
Fixed bug where duplicate items could appear in a report if there were parents and sub-categories (FS#2597)
Fixed bug where adding a budget could take a LONG time under certain circumstances (FS#2454)
Fixed QIF export bug
Fixed bug with smart accounts in the French version (FS#2260)
Fixed bug where British English version would not disable checkboxes on reconciled transactions (FS#2587)
Fixed bug where welcome screen could crash after creating a new document (FS#2534)
Fixed bug with adding a transaction on the reconcile screen using the + button (FS#2588)
Fixed bug preventing direct downloading from Fidelity Investments

Fixed bug where iBank could sometimes forget column positions in the account register
Fixed bug where running balance could get off when posting scheduled transactions
Improved how budgets handle transfers (FS#2497)
Changed terminology for cleared vs. reconciled in main window
Fixed bug where cleared transactions, but not reconciled transactions would be missing from reconciled table
Fixed bug where searching could appear to cause a crash (because it got stuck taking so long)
Green checkbox now appears next to a statement if it is balanced
Reconciled transactions now appear with disabled checkboxes to indicate their status
Fixed bug where "last year" in Budget Monitor would sometimes miss a transaction on 12/31/xx (FS#2365)
Fixed bug where an account group's balance wouldn't update if it contained accounts with different currencies
Fixed bug with Canadian loans
Fixed import bug if certain third-party haxie apps were installed
Fixed bug where 401k account wouldn't show as an investment
Fixed bug where QIF export could overwrite existing QIF without warning (FS#2284)
Fixed bug where Portfolio icon would not display properly (FS#2502)
Fixed bug where similar transactions could be left out of charts and reports (FS#2236)
Fixed bug where the "Adjust Balance" command could set the account balance to zero (FS#2559)
New statements no longer ask for time with start and end dates (FS#309)
Updated documentation to reflect changes in "Cleared" vs. "Reconciled" transaction statuses (FS#2522)
Updated documentation to reflect improved handling of transfers in budgets

Fixed bug where Import column couldn't be resized in import window
Improved importing large QIF files from Quicken 2007
Improved downloading OFX files through iBank's built-in browser
Mutual Fund securities now download quotes along with Stocks
Securities now download in batches of 50
Fixed stock calculation when there were splits for fractional shares
Fixed drag and drop bug with accounts
Fixed AppleScript "repair database" command
Added "Change Category" contextual menu item to import window
Fixed bug where Transaction Type import rule wouldn't apply
Fixed bug where you couldn't delete a smart portfolio
Fixed bug where amounts from an autofill wouldn't work sometimes
Fixed bug when deleting all statements, then adding a new one could cause a crash
Fixed bug where additional loan payments weren't summed properly
Fixed bug where split transfers were overvalued in Budget Monitor
Hopefully fixed bug where QIF export could cause a crash
Fixed bug where loan payment frequency wouldn't be accounted for correctly
Balance sheet reports no longer apply currency conversion (instead, accounts are grouped by currency)
Improved OFX parsing for some investment accounts
Accounts in smart portfolio setup are now listed alphabetically
Transaction types in statement view are now listed alphabetically
Fixed bug where sometimes a date with a time of 12:00am would not appear in a statement if the start date was the same date
Fixed bug where no category pops up when editing in the reconcile view
Fixed bug where if some items in the source list (e.g. Scheduled Transactions) didn't have names, they could choke iBank
Fixed bug where "Account" rule for smart import wouldn't work sometimes
Fixed bug where a new statement wouldn't want to be selected when the account was in a group
Fixed bug where the main window would flash onscreen briefly after canceling password entry
Improved selection of categories from popup list in splits area and import window
Fixed bug where you couldn't create a sub-category via the main register
Fixed bug where contextual menus might indicate the wrong selection
Fixed bug where Charts, Budgets, and Forecasts would remain in the source list after removing all their subitems
Fixed bug where deleting an account and adding a new one immediately could cause a crash
Fixed bug where adding a budget or forecast would result in the wrong item being selected for editing
Fixed bug where adding a budget or forecast could sometimes move those items up into the "Account" section
Hopefully fixed bug where dragging an account with statements into a group could duplicate the account
Hopefully fixed bug where some account names wouldn't show in the category menu in budget setup
Fixed "[NSConcreteAttributedString initWithString:] called with nil string argument" warning in Console
Fixed bug where deleting a category with subcategories could result in a crash

Fixed bad link when asking to learn more about MobileMe
Improved French localization
Fixed potential crasher when updating currencies
Fixed bug that could occur if you try to add two charts that without names
Updated documentation
Improved downloading stock quotes
Improved online portfolio viewing for iPhone
Fixed bug that could occur when you would try to save after a large QIF import
Fixed bug with "at risk" column in portfolio when you sold all of your shares
Fixed bug in reports where columns could get misaligned
Fixed bug that could cause a crash if Indian Rupees was your default currency
Other localization improvements
Fixed minor bug with QIF date formats
Fixed initial sort in reports
Fixed bug with budget monitor where sub-categories wouldn't want to draw
Improved keyboard entry so popup lists automatically appear and you can use tab to select items
Budget Monitor retains sort order
Improved check printing of custom checks
When syncing for iPhone carriage returns are stripped from category names
Fixed bug when downloading quotes and a historical price wouldn't get set
Fixed bug with deleting charts
Pie charts can now show just income
Improved speed of loading portfolio when data file has lots of historical prices
Budget Monitor now draws bars for categories with budgeted amounts of zero
Categories created in the account register or transaction editor now appear in category menus immediately
Fixed bug with default date format in CSV import sheet
Fixed bug where iBank wouldn't set up online access correctly if you create the account in a group

Improved downloading quotes in large data sets
Improved QIF file importing
Improved making scheduled transactions from exisiting transactions
Added "At Risk" option for online portfolios
Fixed bug where transaction editor could show incorrect values after user cancels
Fixed bug where editing the commission in transaction editor could show incorrect total amount
Fixed bug where certain statements could cause a choke on launch and show zero account balances
Fixed bug where editing a scheduled transaction could insert an extra split item
Fixed bug where bonds could get stuck reporting an old value in Net Worth chart
Fixed weird account drag and drop bug
Fixed rounding bug with running balances in investment accounts
Fixed bug where a smart portfolio wouldn't update its % gain/loss correctly
Fixed iBank for iPhone bug where transaction dates would change before saving
Fixed iBank for iPhone bug where memorized transaction info could not be saved

Attention: This update includes an important change to the way investment performance figures are calculated. You may see a change in your investment account balances as a result. Please make sure to read the included notice before installing this version.

Added "At Risk" column to portfolio - represents total amount invested without reinvested dividends
Improved keyboard entry ('Return' now commits the transaction editor)
Fixed iBank for iPhone transaction saving bug
Improved country selection in the purchase module
Fixed bug with transfers in second page of reports
Improved menu item validation
Minor improvements to deleting securities
Transactions with future dates show up in forecasts
Fixed OFX file import decoding bug
Improved performance of ROI reports
Improved importing of Quicken split transfers
Fixed minor bug with adding/deleting accounts in a group
Fixed bug with deleting a category where scheduled transactions would retain their link to that category
Can no longer select index securities in tables
New date formats added to import window
Fixed bug where child categories could retain an ill-named parent category
Memorized items now correctly applied when importing
Fixed bug where memos weren't pasting correctly
Fixed bug where deleting a transaction from a statement wouldn't uncheck it
Improved OFX setup procedure
New alert dialog to save file before importing
Improved trial period dialog boxes
Statements now offer to automatically remove unreconciled transactions when the difference is zero

Fixed bug where direct downloading wouldn't work for some users
Updated iBank for iPhone documentation

iBank for iPhone web app has improved compatibility with iPhone OS 2.0
French support for iBank for iPhone web app
Improved selection of securities in the portfolio view
Improved javascript handling with built in browser
Fixed bug where searching could cause a crash
Searching now compares parent category names
Fixed bug with copying and pasting split transactions
Improved speed when there are many smart accounts
Improved MobileMe support
Improved copy and pasting
Improved French localization
Improved importing QIF files with split transfers
Improved ROI reports
Holding down the Option key while looking at a security causes the historical prices to refresh in the database

When importing transactions arrow appears to indicate matched transactions
Fixed bug with scheduled transactions before a file is saved
Minor improvement to capital gains report
Improved forecasting
Fixed autofill bug with securities and security symbols
Changed iPhone sync keyboard shortcut to Command-Option-S
Fixed bug where it could be hard to set a category for a dividend transaction
Split info correctly appears in report's transactions
Fixed crash that could occur if a memorized transaction was missing an amount
When creating a loan account starting balance transaction's type is set to withdrawal
Fixed bug where category and budget monitor columns wouldn't be preserved between launches
Fixed bug where OFX connections from another user account would try to use a nil password
Minor improvements to printing transactions
Minor localization improvements
Fixed bug where one could transfer to the originating account
Fixed rounding error in loan calculations
Improved importing of OFX files with non US characters
Improved saving table columns in the portfolio view
Improved loading historical prices when many securities are selected
Minor improvements to smart accounts
Check numbers properly retained when copying and pasting
Improved smart accounts
Improved the loading of web pages in the internal browser
Improved QIF importing
Fixed bug when posting scheduled transactions

Fixed bug with categories list for scheduled transactions
Printing checks now pulls addrees book organization name correctly
Fixed a cost basis calculation bug
Fixed bug that could cause a crash if a security color was set to white
Scheduled transactions are checked every hour
More improvements to loan calculations
More improvements to return on investment calculations
Improved getting stock quotes when values are in pence
Improved creating smart import rules
Improved smart accounts for just fetching categories
Improvements to French localization
Improvements to the help file
Improved "repair database" script function
Improved printing custom checks
Improved iPhone syncing
Improved cash flow reports
Improved forecast fetching

Fixed bug where corrupt category colors could cause a crash
Improved updating fields in the check printing setup window
Improved stability of capital gains reports
Fixed pie-graph drawing bug when resizing the window
Fixed bug with smart accounts and sub-categories
Fixed sorting bug in reports
Fixed bug with scheduled transactions trying to make a category called "detailed"
Fixed bug where widget wouldn't set the transaction type correctly sometimes
Improved Applescript support
Fixed bug where a iPhone sync would sometimes enter incorrect check number
Improved OFX parsing
Fixed bug when making a new chart by pressing command-n
Improved importing option trades
Improved exporting report data in CSV format
Fixed bug creating a smart import rule without a payee
Fixed bug with reports and currencies
Improved calculating interest for non-monthly payment loans
Hopefully fixed crash that could occur when deleting an account
Fixed deleting a transaction bug
Improved drawing items in the source list
Can now correctly change a password with OFX direct connect if the server requires it
Improved setting the amount of a transaction
Minor improvements to iPhone syncing
Improved setting end date of new statements
Fixed bug where a deleted report could get stranded
Improved reconciling interface

Fixed bug where upgrade code wouldn't be retained if user changed their name or email since v2
Improved registration process
Improved calculating commissions when importing Quicken QIF files
Fixed cost basis calculation bug that could arise under some circumstances
Improved parsing QFX files with multiple accounts
Fixed bug with scheduled transaction transfers
Minor improvements to QIF importing
Transfers in charts now show up in reports
Improved setup assistant
Improved budget monitor display
Improved downloading security quotes
Hopefully fixed odd saving bug
Improved some localization issues
Hopefully fixed bug where some categories wouldn't show up in smart import rules

Fixed issue with sometimes not opening last saved file
Fixed bug where charts could show duplicate categories
Improvements to importing Quicken QIF files
Improved importing QFX files
Improved OFX parser
Fixed bug where scheduled transaction items wouldn't display category after posting
Widget plugin is now universal binary
Improved smart accounts
Improved auto-complete in various places
Improved editing split scheduled transactions for loans
Imporved ROI and Cap. Gains reports
Basic support for British localisation
Fixed bug where last update column in portfolio would be blank
Fixed several other small bugs

Fixed importing QIF bug
iBank does a better job of opening last document
Improved importing speed
Fixed importing QIF splits bug
Hopefully fixed bug that could cause an infinite loop when searching
Fixed bug where a memorized item could be inserted with a nil title
Fixed autofill complete bug with capitalization
Fixed bug where splits view could appear badly
New reports get assigned user's default currency
Smart import rules now sorted by default
Hopefully fixed bug where table columns wouldn't be remembered
Fixed bug where accounts wouldn't show up in category list of import window
Improved loan calculations
Improved OFX support for some banks
Fixed bug where ROI reports wouldn't always update
Improved date localization in loans
Fixed bug where principal amount could be less than zero
Selecting an ROI report causes the portfolio mini-graph to be shown
Improved editing dates in list view
Fixed bug where indices could show up in ROI reports
Fixed bug (hopefully) where new categories would sometimes not show up in smart import rules
Fixed bug where securities wouldn't want to update

Improved editing splits behavior

Improved column resizing with small source list

Fixed bug with statements where amounts in splits would have their sign flipped

Improved creating new statements

Fixed bug when searching for split memos

Fixed where searching could cause a crash (hopefully fixed)

Improved setting category from contextual menu when a smart account is selected

Improved look of some graphs

Transaction editor remembers if it is closed or not

Improved tabbing through transaction fields

Improved localization of dates in loan setup

Alert panel now appears when you register iBank

Loans now correctly start on first payment date

Added more key bindings to the main menu

Fixed bug where split items were zeroed out in scheduled transactions sometimes

Fixed bug with payee address field in check printing
Fixed deleting budget items bug
Improved French localization
Can reset alert dialogs in preferences
Fixed bug where Scheduled Transactions would fail to load because of a bad value
Fixed bug where the same transaction could keep getting downloaded via OFX
Improved creating smart import rules
Improved stability
Improved the QIF export function
Tentatively added Money Market and Line of Credit account types

Fixed odd bug introduced in b9 that led to general instability
Improved .mac backup: data file is compressed and then uploaded
Improved importing transfers from Quicken data
Fixed bug with check #s and transfers
Fixed bug where currency titles wouldn't update when making a new account
Added bi-weekly loan support
Portfolio graph is filled if only viewing one stock
Fixed image scaling in list view
Added category column to investment import window
Improved applying exchange rates
Fixed adding an account bug when a different account was already selected
Fixed bug with uncategorized transactions not showing up in some smart accounts
Fixed bug with dragging and dropping a transaction to make a new scheduled transaction
Improved showing splits in thumbnail view
Portfolio pie graph now shows market value of each stock
Can choose to show % gain/loss or stock price in portfolio graph
Improved copy and paste
Improved drawing background colors
Improved iBank on iPhone

Fixed bug with closing a document when certain items were selected
Fixed date localization bug in Statements view
Fixed bug were payee wouldn't refresh in thumbnail view sometimes
Fixed sorting bug when searching
Fixed bug with reports when working with all dates
Improved searching
Fixed bug with resizing row height
Fixed drag and drop bug
Fixed bug with check printing where memo wouldn't appear
Fixed bug with deleting account groups
Fixed deleting account bug
Improved speed when deleting reports
Setting loan amount sets account minimum balance
Fixed rounding error bug with investments
Portfolio graph draws % for y-axis
Fixed stalling issue with password protected data files
Hopefully fixed category sorting bug in Smart Import Rules
Some thumbnail view table column widths adjust for screen resolution now
Add preference to view source list big or small
Added menu item to disable an account's online access
Minor improvements to check printing
Fixed bug where stock quotes wouldn't want to download sometimes
Fixed a few other minor bugs
Added menu item to show import window
Minor improvements to drawing graph axis labels
Fixed bug where OFX wouldn't work for some banks (like USAA, for example)
Improvements to iBank on iPhone
Added delete confirmation dialog

Intial public beta release
Fixed minor bug with forecast graphs
Improved auto-fill

Support for Citibank OFX
Fixed several minor bugs

Many improvements across the board

New category creation always shows a sheet

Added ROI report type

Added new toolbar items

Fixed bug with duplicate categories showing up in many pop-up lists
Several other minor improvements

Had to change data model again, b3 files WILL NOT OPEN in b4...sorry

Improved drawing images in pie graphs (again)

Images written out as PNG files now

Improved search for sub-categories

Improved categories in contextual menu

Impoved combine categories feature

Fixed bug where Portfolio wouldn't update if the document was just created

Fixed bug where you couldn't set some attributes of scheduled transactions

Scheduled transaction editor is suppressed like regular transaction editor

Hopefully fixed bug when deleting category items from a report

Improved report reliability
Optionally generates Quick Look previews

Can specify if you want a report to be included in the Quick Look file

Thumbnail view dates should now localized

Compatibility with new widgets

Improved image refreshing when changing a category

Fixed OFX bug

Improved thumbnail image caching

Can now search for "cleared==0" or "reconciled==YES", for example, to see your reconciled/unreconciled transactions

Minor UI changes

Had to remove some OFX banks from the list, because they don't actually support OFX, just screen-scraping (which iBank doesn't do)

Can drag and drop URLs onto accounts to set their website address
Minor tweaks to closing documents, should fix a rare crash and hopefully doesn't introduce anything new!

Data files created with iBank 3.0b1 will NOT OPEN in iBank 3.0b2
Fixed bug where OFX setup could display wrong account name

Removed Save As... menu item until this functionality can be reliable

Hopefully fixed crasher when setting up online transaction downloads

Improved OFX downloading

Added to the list of OFX banks

Can suppress the Edit Transaction alert dialog

Holding down the Option key at launch will prevent the last opened document from opening
Password protection enabled
Minor improvements to undoing a transaction delete

Initial release