SEE Finance 2 for iOS

SEE Finance 2

Change Logs Change Logs

SEE Finance 2 for iOS

Version 2.0.6 - Build 1013 - 2018/09/27

Additions:

  • None.

Adjustments:

  • Various adjustments for compatibility with iOS 12.
  • Files can now be opened from the iOS Files app.
  • Adjusted the app to shows files stored locally in the iOS Files app.
  • Implemented a workaround for iOS UISplitViewController issues with large titles and search bars.
  • Adjusted the program to download quotes for indexes when the “Download prices only for active securities” preference is on.
  • Automatically created corresponding transfers will use the same transaction type as the originating transaction if compatible otherwise it will have the “Payment” transaction type for credit card and loan accounts and the “Transfer” transaction type for all others.
  • Editing a linked transfer will now keep the payee and memo the same in both transactions involved in the transfer. Existing linked transfers are not updated.
  • If the preference for “Automatically create and update transfer transactions” is off then deleting a transaction that was previously linked to a corresponding transfer will not delete the corresponding transfer.
  • Adjusted start, end and as of dates in OFX Direct Connect downloads to include time zone information for most institutions.
  • Adjusted the duplicate transactions check to only consider exact amount matches as possible matches.
  • Adjusted available options for the applications available to identify as for downloads.
  • Adjusted the default timeout interval for internet connections from 30 seconds to 60 seconds.
  • Adjusted the option to duplicate transactions to set the transactions status to “Recorded” when the original transaction is marked as “Cleared” or “Reconciled”. Otherwise the same transaction status is set.
  • Adjusted the program not to create a “Starting Balance” transaction when creating accounts manually and the balance was set to zero.
  • Adjusted the badge numbers to draw a darker text color when shown with a lighter background.
  • Adjusted the indicator fields to draw a darker text color when shown with a lighter background.
  • Adjusted available currencies to include: VES, STN and MRU.

Bug Fixes:

  • Fixed an issue where entering an “Increase” amount with a decimal value could result in the decimal value being ignored when the decimal separator is the comma.
  • Fixed an issue where the end date reported in a response in OFX Direct Connect downloads would not be used for the next download request’s start date. Instead the original end date requested was being used which is usually, but not always the same as the end date in the response.
  • Fixed an issue updating the profile URL for existing OFX Direct Connect download connections when institutions change their profile URL.
  • Fixed a crash that could occur when downloading transactions for multiple accounts at once.
  • Fixed an issue with the duplicate transactions check where an existing transaction’s status could be set to a lower status such as a “Reconciled” transaction being changed to “Cleared”.
  • Fixed and issue where the “Style” option for Flags wouldn’t display the default color when no color has been selected for the flag.
  • Fixed an issue where the sidebar account list might not update the number of transactions flagged as “Unreviewed”.
  • Fixed an issue where the prompt to enter the file’s password wouldn’t be shown.
  • Fixed an issue where the wrong loading screen was being shown on iPads.
  • Fixed an issue where local files might not be uploaded to iCloud when switching from local storage to iCloud storage.
  • Fixed an issue where exchange rates could download unnecessarily when multiple currencies are in use.
SEE Finance 2 for iOS

Version 2.0.5 - Build 1012 - 2018/03/08

Additions:

  • None.

Adjustments:

  • None.

Bug Fixes:

  • Fixed a crash that could occur during the transactions duplicate check in version 2.0.4.
  • Fixed an issue where the import settings for accounts could be saved when nothing changed following downloads and imports.
SEE Finance 2 for iOS

Version 2.0.4 - Build 1010 - 2018/03/08

Additions:

  • Added the "Mark new payees to be included in lists" preference.

Adjustments:

  • Adjusted the app to show the password view when coming back to the app when a password protected file is open and the app has been inactive for more than 5 minutes.
  • Adjusted the app to show a generic loading view after leaving the app when a password protected file is open.
  • Automatically created corresponding transfer transactions now get set with the memo of the originating transfer transaction.
  • Adjusted the program's duplicate transactions check during account downloads and file imports to be more aggressive in removing possible duplicates.
  • Adjusted transaction downloading errors to show info for non-OFX errors in download logs.
  • Adjusted editing of simple text values to prevent blank strings being saved to the database instead of no value.

Bug Fixes:

  • Fixed an issue setting up download connections where it would be improperly allowed to set multiple available account download connections to a single account which would result in a saving error.
  • Fixed an issue using the "Check/Update Connections" option where new information may not be updated for existing connections.
  • Fixed an issue where the listed time zone abbreviation for dates in transaction download requests would be incorrect for computers using a non-US region.
  • Fixed an issue where a zero unit price could be set for existing securities during file imports and account downloads.
  • Fixed an issue resulting in a saving error that could occur when a downloaded or imported transaction that was declined for having a duplicate had its payee set for the existing transaction when that payee was not yet in the file’s database.
  • Fixed an issue where position adjustment transactions would not be generated for closed positions in OFX downloads and QFX/OFX file imports.
  • Fixed an issue with sorting same day transactions where they could not always be listed in the same order when sorting by date ascending vs descending.
  • Fixed an issue where the balance the account of an automatically created corresponding transfer transaction would not be updated if the corresponding transfer was created due to editing an existing transaction would have typically had the corresponding transaction already created.
  • Fixed an issue where the Transactions view would not always be reloaded to included newly automatically created corresponding transfer transactions.
  • Fixed an issues where searches could check for matching amounts when no numbers were included in the entered text for search.
  • Fixed an issue with updating investment positions where transactions on the same day of another transaction that closed a position could result in incorrect position information.
  • Fixed an issue with updating investment positions where non-share changing investment transactions would not be included in a position that has been closed. Ex: bond accrued interest transaction after the sale of the bond.
  • Fixed an issue where splits from scheduled transactions could be posted as stand alone transactions after editing a scheduled transaction.
  • Fixed the misnamed Transactions preference of "Ask if new payees should be included in lists" to be "Mark new payees to be included in lists".
  • Fixed an issue where a "parent" object could be listed twice even though there actually isn’t a duplicate. It could be added to the loaded top level objects array twice following editing on a different device if it had multiple changes made to it.
SEE Finance 2 for iOS

Version 2.0.3 - Build 1007 - 2018/01/10

Additions:

  • Added a "Duplicate Transactions" option to the More option of transactions.

Adjustments:

  • Now forcing reinvestment transactions to have positive amounts in OFX downloads and QFX/OFX file imports.
  • Adjusted OFX downloads and OFX/QFX file imports to prefer the unit price found in investments positions over the unit price found for the security as the unit price found for the security is more often inaccurate.
  • Adjusted Pending transactions to be shown with overdue color if due on the current day.
  • Adjusted Transactions reports to be able to set the "No Payee", "No Transaction Type", and "No Category" options when specifically selecting those respective items for the report.
  • Adjusted subcategories to only use their parent category’s color if they’re the same type or if the parent category’s color has been set explicitly.
  • Adjusted the restrictions on the characters allowed for payees, transaction types, flags and some other objects.

Bug Fixes:

  • Fixed an issue with setting the wrong amount for investment specific transactions that are also transfers to/from another account.
  • Fixed an issue where transactions generated from scheduled transactions wouldn’t have their memos set.
  • Fixed an issue where the U.S. Quarterly Taxes frequency option for scheduled transactions was just behaving as the general Quarterly frequency option.
  • Fixed a crash that could occur trying to create a new scheduled transaction when the Status column was selected to be shown.
  • Fixed an issue where downloaded transactions wouldn’t be marked as reconciled as desired if not presented for review.
  • Fixed an issue where downloaded transactions wouldn’t be merged into duplicates as desired if not presented for review.
  • Fixed an issue with OFX downloads and OFX/QFX file imports where bond accrued interest transactions were not setup properly resulting in a file saving error.
  • Fixed an issue where reinvested dividend transactions created from combining offsetting cash dividend and buy transactions in OFX downloads and OFX/QFX file imports were set to have negative amounts.
  • Fixed an issue where a historical price’s adjusted close quote would be set for the security’s current price if it was more recent than the last time the security’s current price was set instead of the close quote.
  • Fixed an issue when editing the Transaction Type that restricts amounts to be positive or negative for a transaction that is split with amounts that vary between positive and negative amounts.
  • Fixed an issue with posting transfer transactions from splits of a scheduled transaction that has an overall Transaction Type that restricts amounts to be positive or negative for the scheduled transaction that is split with amounts that vary between positive and negative amounts.
  • Fixed an issue with converting older version files where the transaction type for splits in a scheduled transaction would not be set properly for the scheduled transaction that is split with amounts that vary between positive and negative amounts.
  • Fixed an issue with "Benefits" and "Rent Income" categories defaulting as Income categories. Needs to be manually corrected in files.
SEE Finance 2 for iOS

Version 2.0.2 - Build 1006 - 2018/12/22

Additions:

  • None.

Adjustments:

  • Adjusted duplicate transactions check to consider transactions with different institution unique IDs as a zero possible match.
  • Adjusted duplicate transactions check to no longer rejects a single possible match with a small difference in date or amount.
  • Adjusted start and end dates sent for OFX Direct Connect downloads to always be in ET.
  • Made an adjustment to investment transaction download requests to send the DTASOF in the same date format as the DTSTART and DTEND.
  • Fixed an issue where the number of unreviewed and pending transactions wouldn’t update after deleting an account.
  • Fixed an issue downloading and importing investment transactions through OFX/QFX that indicated the cash involved came from or went to another source/destination and the category being set to *(null) when the preference to list those transactions with the account they are in for their category to prevent the cash balance from being affected. *The program will automatically updates these transactions and remove the *(null) category.
  • Fixed an issue downloading and importing investment transactions through OFX/QFX where reinvested transactions would be listed with a negative amount instead of a positive amount. *The amounts will be automatically updated to be positive.

Bug Fixes:

  • Fixed an issue where the program would indicate accounts have been created following setting up downloads when no accounts were actually found.
  • Fixed an issue where an investment position wouldn’t update properly after changing an investment transaction’s date to an earlier date.
SEE Finance 2 for iOS

Version 2.0.1 - Build 1005 - 2018/12/15

Additions:

  • Added an alert to iOS transaction entry to prompt user to confirm in order to leave the transaction’s account blank.

Adjustments:

  • None.

Bug Fixes:

  • Fixed an issue with the program not being able to remember the last used file and restore it on launch when the file is not stored in the program’s iCloud folder on iOS.
  • Fixed an issue where the file could not save after creating a download connection for an already existing account.
  • Fixed an issue where securities from OFX/QFX downloads/imports would not be created if they were not listed with a position that had a unit price.
  • Fixed an issue where underlying securities would not be set for derivatives when downloading or importing.
  • Fixed an issue where a crash could occur when processing derivatives in OFX/QFX downloads/imports.
  • Fixed an issue where option closing transactions would not be imported properly from OFX/QFX downloads/imports.
  • Fixed an issue where the identifier and identifier type for options or their underlying security would not be imported properly from OFX/QFX downloads/imports.
  • Fixed an issue where the default exchange rate for currencies would be deleted and re-created unnecessarily.
  • Fixed an issue when selecting to restore all defaults that some items that shouldn’t be ever be reset would be.
SEE Finance 2 for iOS

Version 2.0.0 - Build 1003 - 2018/12/01

Initial Release

  • Completely Brand New!