IntelliPenny

Personal Finance Manager and Envelope Budgeting System

IntelliPenny Change Log
The IntelliPenny Change Log lists all changes made to IntelliPenny and what version of the software these changes were implemented.
9/21/2011 - Version 2.6	Fixed bug where error would occur in some instances when applying a transaction to an envelope. Fixed bug that occured on the account snapshot not showing the total of envelopes correctly.
1/12/2011 - Version 2.5.1	Fixed bug that occurred when registration key was entered.  Software acted like registration was complete, but then user would be prompted again to enter key every time a new transaction was entered.
1/10/2011 - Version 2.5	Allow creation of sub-categories. Modified Category Report to group transactions by sub-category and main category. Added screen to allow user to transfer funds between accounts. Added functionality to allow user to export transactions into a CSV file. Added ability to do "Automatic Deposits" according to a plan set forth by the user.  As part of this change "Automatic Envelope Deposits" was renamed to "Funding Plans". Expanded Search screen functionality. Fixed some minor bugs on the last screen of the Import Wizard. Allow Category Report to also show deposit items.  Previously it would only show debits. Modified screen 3 of the Import Wizard to allow user to resize the screen, and/or columns. Modified screen 2 of the Reconcile Wizard to allow user to resize the screen and/or columns. Added fading message to bottom of left-hand pane to alert of messages in IntelliPenny. Bold selected rows in Import Wizard and Reconcile Wizard. Removed nag screen on trial version of IntelliPenny. Allow resizing of columns on Account Register grid.
2/1/2010 - Version 2.4	Modified Account Register screen to allow user to click column headings to change sort order of transactions shown in the grid. Moved "Close" button to the right hand side of the screen to be more in-line with other Windows programs. Modified Reports module to allow user to select more than one account when running a report. Added functionality to the Import Wizard to allow importing of QFX files. Modified Import Wizard to better handle QIF files. Added functionality to Import Wizard to allow import of Categories if available in the import file. Added functionality to Import Wizard to allow import of Transaction Types if available in the import file. Added popup screen to the Import Wizard to allow user to map Transaction Types from the import file to Transaction Types in IntelliPenny.  Fixed bug where memo column was not saved correctly on Screen 2 of Import Wizard. Fixed problem with importing OFX from certain companies. Modified the Manage Accounts screen to actually delete accounts when the user right-clicked the grid and selected "Delete" instead of making the account inactive. Added screen to allow user to export data to a csv file.  This option can be accessed under Tools > Export Transactions from the main menu bar across the top of the screen. Modified IntelliPenny so it will work on 64-bit computers. Fixed bug where credit card accounts that were not paid off every month did not show their credit card symbol on the left-hand pane. Corrected bug with calculating total on Screen 3 of Import Wizard if both debits and credits were positive numbers. Fixed bug where External Links on the main menu bar were not cleared out when a new data file was created.
08/1/2009 - Version 2.3	Add setting so user can allow envelopes to show a negative balance. Change automatic envelope deposits to use the date of the parent deposit if running from  righ-click on a deposit on the account register screen. Show plus (+) or minus (-) out beside transaction type. Add setting so user can display bank balance or available balance on left pane. Remove "Applied" checkmark on transaction if user deletes transaction in envelope that   corresponds to it.
02/14/2009 - Version 2.2	Fixed bug where Vista users were getting an error the first time they opened the program. Fixed bug where Average Per Category report would not report on the entire year. Added ability to delete categories. Added ability to delete a transaction. Added warning to a user if they are about to update a transaction that is already cleared. Fixed bug where a new user would get an error when trying to open the sample file.
09/12/2008 - Version 2.1	Fixed bug where Automatic Deposits screen would produce an error if one of the envelope account names contains a comma. Changed "Account Register" screen to allow sorting by date. Added option to “Skip” a memorized transaction on the Reminders Screen. Fixed bug on "Getting Started Wizard" where Amount box threw an exception if an invalid amount was entered. Added option to allow user to turn off Check Number Order check
07/19/2008 - Version 2.0	Added new functionality for reminders Modified the default sort order of transactions from order entered to order by date. Modified program to allow user to edit transaction type and amount of a transaction. New diamond graphic for pending cleared. Changed memo icon on search screen and manage accounts screen. Added new report for reminders Added functionality to allow user to forward error messges to IntelliPenny support. Modified Account Register report to the new sort order. Added functionality to allow user to void a transaction Added functionality to remove password from data file Fixed bug where Getting Started Wizard allowed an empty transaction type to be added. Added ‘Buy Now’ and ‘Activate’ links on main menu bar Removed Transaction ID from the notes screen Refresh grid of account register if cushion amount is added or updated Changed wording on Automatic Deposits screen prompt for delete Refreshed grid of account register after reconciliation is complete. Changed size of check number field to allow a larger check number Made sure all dates allowed regional settings from other countries. Updates to the help file. Modified Account Snapshot to handle situation where a credit card may have a positive balance. Fixed bug in import where data file may have a blank line.  Handled blanks in program.  They will skipped
04/18/2008 - Version 1.2.5.1	Program modifications to handle currencies and date formats from other countries.
04/04/08 - Version 1.2.5	Added menu options to send feedback and tell a friend. Changed 'New data File' option to open the 'Select File' dialog to  the data folder. Minor behind the scenes changes to the activation process.
03/18/08 - Version 1.2.4	Fixed bug where accounts could not be created using the Getting Started Wizard. Fixed bug where the Wishlist and Account Snapshot Reports would not display.
03/12/08 - Version 1.2.3	Added “Unregistered Version” to reports if user has not registered copy of IntelliPenny yet. Added functionality to check for program updates and notify user if a more recent version is available for download.
03/06/08 - Version 1.2.2	Changed Reconcile Wizard to use Parent form so multiple windows will not be opened. Changed Import Wizard to us parent form so multiple windows will not be opened.
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