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KMyMoney release notes

2019/04/21: KMyMoney 5.0.4 Release Notes

The KMyMoney development team is proud to present version 5.0.4 of its open source Personal Finance Manager.

One fix needs special mentioning: 406608 which deals with customized budget reports. KMyMoney supports two types of budget reports. One only containing the budget information and the other, more detailed report, providing also information about the actual situation. In the past this caused all customized budget reports to contain the detailed version. In case you encounter this scenario and want to see only the budget values in your customized report, please delete the customized report and re-create from the base report to fix the problem.

Here is the list of the bugs which have been fixed:

  • 368159 Report Transactions by Payee omits transactions lacking category
  • 390681 OFX import and unrecognized <FITID> tag
  • 392305 Not all Asset accounts are shown during OFX import
  • 396225 When importing a ofx/qif file, it does not show me all my accounts
  • 396978 Stable xml file output
  • 400761 Cannot open files on MacOS
  • 401397 kmymoney changes group permissions
  • 403745 in import dialog, newly-created account doesn't appear in pulldown menu
  • 403825 Transaction validity filter is reset when re-opening configuration
  • 403826 Transactions without category assignment are not shown in report
  • 403885 Buying / selling investments interest / fees round to 2 decimal places even when currency is to 6 decimal places
  • 403886 No way to set/change investment start date in investment wizard
  • 403955 After an action, the cursor returns to top of page and does not remain in a similar position to when action was started
  • 404156 Can't select many columns as memo
  • 404848 Crash on "Enter Next Transcation"
  • 405061 No chart printing support
  • 405329 CPU loop reconciling if all transactions are cleared
  • 405817 CSV importer trailing lines are treated as absolute lines
  • 405828 Budget problems
  • 405928 Loss of inserted data in transaction planner
  • 406073 Change of forecast method is not reflected in forecast view
  • 406074 Unused setting "Forecast (history)" for home view
  • 406220 Crash when deleting more than 5000 transactions at once
  • 406509 "Find Transaction..." dialog focus is on "Help" button instead of "Find"
  • 406525 Subtotals are not correctly aggregated when (sub-)categories have the same name
  • 406537 Encrypted file cannot be saved as unencrypted
  • 406608 Custom report based on Annual Budget incorrectly getting Actuals
  • 406714 Home view shows budget header twice

Here is the list of the enhancements which have been added:

  • 341589 Cannot assign tag to a split

2019/01/27: KMyMoney 5.0.3 Release Notes

The KMyMoney development team is proud to present version 5.0.3 of its open source Personal Finance Manager.

Some problems have been reported by many of you and the development team worked hard to fix them in the meantime. The result of this effort is the new KMyMoney 5.0.3 release.

Despite even more extensive testing than usual, we understand that some bugs may have slipped past our best efforts. If you find one of them, please forgive us, and be sure to report it, either to the mailing list or on bugs.kde.org.

From here, we will continue to fix reported bugs, and working to add many requested additions and enhancements, as well as further improving performance.

Please feel free to visit our overview page of the CI builds at https://kmymoney.org/build.php.

Here is the list of the bugs which have been fixed:

  • 403068 Storing and loading customized information reports in XML is totally broken
  • 347685 Transaction contains erroneous *** UNASSIGNED *** in Tags view if no payee is given
  • 392684 Unable to remove Payee from transactions
  • 396831 5.0 Version - Crashes when importing OFX/QFX File Using Firefox
  • 397467 Closed accounts are removed from a historical report each time the report is changed
  • 398919 Display schedule transactions with planned post date
  • 399260 title of report is truncated in graph view
  • 400628 Error Attempting Backup to Samba share - Windows 10
  • 400820 KMyMoney crashed when clicking on Forecast>Chart
  • 401080 Cumbersome opening of multiple reports
  • 401144 Price in exponential format is not interpreted correctly
  • 401448 Windows build is broken - '_isinf': identifier not found
  • 402101 Allow to reuse check numbers
  • 402120 "Pay to" field gets auto filled from previous transaction even if cleared manually
  • 402195 CSV importer: Opposite signs option not read from banking profile
  • 402200 EnterSchedule dialog too narrow
  • 402302 Saving confirmation asked even for unfilled operation
  • 402501 Check/transaction number not imported via CSV plugin
  • 402534 DB password doesn't apply while trying to save
  • 402547 Unable to save data to database in presence of online jobs
  • 402694 in remove shares transaction field tab order sticks in number of shares field
  • 402699 Unknown account id mymoneystoreagemgr.cpp:142
  • 402708 Division by zero errors in investement reports
  • 402750 Rounding problems with stock split factor cause crashes and errors
  • 402783 Transaction editor is not reset
  • 402794 Automatic category assignment does not respect tax assignment
  • 402814 Initial state of "View/Show all accounts" is not correct
  • 403039 The Interest pull down field missing when trying to enter income transaction in Investment ledger
  • 403156 Cmake fails on Fedora 28 looking for LibAlkimia and Qt4 Core and DBus
  • 403529 assigned TAG isn't shown up in scheduled transaction configuration
  • 403565 Crash when importing qif
  • 403608 SaveAs defaults to "wrong" file path
  • 403617 The currency New Kwanza Angolano has been replaced

Here is the list of the enhancements which have been added:

  • 398133 Allow saving investment transaction without brokerage account if net amount is zero
  • 402316 Add action to create new transaction from any view

2018/10/17: KMyMoney 5.0.2 Release Notes

The KMyMoney development team is proud to present version 5.0.2 of its open source Personal Finance Manager.

Although several members of the development team had been using version 5.0.1 in production for some time, a number of bugs and regressions slipped through testing, mainly in areas and features not used by them.

These have been reported by many of you and the development team worked hard to fix them in the meantime. The result of this effort is the new KMyMoney 5.0.2 release.

Despite even more extensive testing than usual, we understand that some bugs may have slipped past our best efforts. If you find one of them, please forgive us, and be sure to report it, either to the mailing list or on bugs.kde.org.

From here, we will continue to fix reported bugs, and working to add many requested additions and enhancements, as well as further improving performance.

Many thanks go out to KDE's sysadmin team. Ben supported us with numerous hours to get daily builds onto the KDE CI system. This even includes MS-Windows installers. Please feel free to visit our overview page of the CI builds at https://kmymoney.org/build.php.

Thanks also to those users who provided valuable support by sending in test files saved by earlier versions as far back as KMyMoney 4.6.6. Using these files we were able to fix some upgrade problems.

Here is the list of the bugs which have been fixed:

  • 283784 when using the 'amount entry widget' in the ledger view, it hangs off the screen
  • 340244 Update the documentation screenshots
  • 340902 Saving anonymous file loses relation between investment accounts and brokerage accounts
  • 343878 investment account does not have key value pair for lastImportedTransactionDate
  • 344409 User is asked to create a new category in splits table if change is aborted
  • 368190 "Update Stock and Currency Prices" doesn't work when base currency is South Korean Won(KRW)
  • 385180 investactivities.cpp: 8 * Redundant condition
  • 390750 Entering fees in Investment account (ie broker fee) doesn't appear with transaction
  • 391251 Double free or corruption when creating a new asset account.
  • 392110 Missing 2 .h files in /usr/include/kmymoney
  • 392372 5.0.1 is shown as 5.0.0 in splash screen and about dialog
  • 392407 Home page Net Worth Forecast Not correct
  • 392477 Cannot create new investment
  • 392519 Reports Configure dialog uses a "Find" button instead of an "Apply" button.
  • 392603 OFX - Mapping Account - Last Update Change causing Update Account greying - Online Settings disappears
  • 392735 Crash on viewing or trying to add data into any account
  • 393168 [Patch] Fix working week in 5.x/master
  • 393752 Budgeted vs. Actual report: Budgeted values broken if ticks selected to Bi-Monthly, Quarterly or Yearly
  • 394384 MySQL connection error with dbname "KMyMoney"
  • 394394 problems adding securities to investment accounts
  • 395025 csv writer generates invalid file in case field delimiter is used in any field
  • 395040 CSV Export of Investment Accounts does not issue transactions on non-English kmymoney installations
  • 395100 Last selected view
  • 395291 KMyMoney gitt head master, crash on opening any account
  • 395459 Ledger Input: Category Field
  • 395985 QIF Export manually typing file path adds .qif after every character
  • 396174 Cannot create new investment
  • 396405 Last digit of date field is obscured by "details column" in ledger view
  • 396759 CSV: ordering of buttons when finishing wizard
  • 396886 Online Banking Behavior Change Since 4.8
  • 396987 Payee "Suggest a category" does not work
  • 397020 Opening dates in "all dates" plot
  • 397021 Net worth does not appear
  • 397023 Default color of imported transaction in the ledger
  • 397025 Kmymoney version in help menu, splash screen and apt are different
  • 397436 Net worth forecast graph in new file shows formatting problem
  • 397457 double clicking in ledger activates edit, but does not select transaction clicked on
  • 397675 cannot connect to kmysql database because of prepended slash
  • 397824 Limit in number of securities
  • 398168 √©cran d'accueil
  • 398394 Account information report crashes
  • 398409 KMyMoney does not prompt for password when connecting to database
  • 399244 KMyMoney does not work properly when changing from one file to another
  • 399309 "show balance chart" does not show 3 months forecast in the future anymore
  • 399378 Unable to Update Prices
  • 399673 importer file selector does not show QIF files and does not remember last import directory

Here are some of the new improvements found in this release:

  • 396797 Online web source "KMyMoney Currency" does not support price pairs without decimal
  • Speedup loading of home page
  • KDE binary factory builds for MS-Windows installer
  • Add color coding of pos/neg amounts for 'posted value' column
  • Fix online credit transfer creation
  • Some features have been moved to plugins so that they can be turned off if unused
  • Provide correct version information for all shared object files
  • Improved handling of "Save as..." logic
  • Allow to add a timezone offset for OFX import on account basis
  • Moved GPG key handling to XML plugin
  • Accounts can now take a URL for direct access of the online banking web-site
  • Support more than one online banking provider during update
  • Added option to keep linebreaks in memo of AqBanking transaction imports
  • Remove reference to online balance when unmapping account
  • Added feature to make DB password visible during input

For a full list of the changes please check out the changelog. We highly recommend upgrading to 5.0.2.

The KMyMoney Development Team

2018/03/17: KMyMoney 5.0.1 Release Notes

The KMyMoney development team is proud to present version 5.0.1 of its open source Personal Finance Manager.

Although several members of the development team had been using the new version 5.0.0 in production for some time, a number of bugs and regressions slipped through testing, mainly in areas and features not used by them.

These have been reported by many of you and the development team worked hard to fix them in the meantime. Some of them are very annoying which lead us to work on a first maintenance release which is available immediately as KMyMoney 5.0.1.

Here is the list of the bugs which have been fixed:

  • 390264 Clicking autocomplete entry crashes application
  • 350850 Kmymoney does not open multiple files correctly
  • 377760 Cannot turn off Outbox tab in 4.8.0.
  • 390042 can't change ledger sort options in configure dialog
  • 390176 File/backup give mount/unmount error, even if "mount" is not checked
  • 390232 Don't add new payee from new operation panel
  • 390627 QIF Import filter fails
  • 390657 Huge gap in report display screen
  • 390658 Crash > Tools > Currencies
  • 390834 Scheduled transactions: "Enter next transaction" should be available in ledger
  • 390873 dollar symbol appears after amount
  • 390967 quantity in Investments view should be right-justified
  • 391048 Pre-Fill dialog missing
  • 391249 Show tip of the day
  • 391453 Displaying the ledger without an account having been selected displays a closed account
  • 391733 Startup WM Class is wrong
  • 391770 CSV importer ignores last line if not followed by a newline
  • 391773 Context does not change to ledger view from the find transaction dialog
  • 390178 After completing reconcile, Statement/Cleared/Balance show reconcile amounts, not account amounts
  • 390406 switching from Investments page to Ledgers always shows same stale closed account ledger
  • 390593 Clearing ledger search box doesn't return to the previous position
  • 390249 Ctrl+Shift+Space shortcut no longer available
  • 390467 Save as defaults to encrypted with no way to not encrypt
  • 391961 Home page Net Worth Forecast Y axis starts at 0

Here are some of the new improvements found in this release:

  • Remove old locolor icons
  • Install local icons in the local datadir
  • Fix icon presentation of our own icons
  • Fix build with QtWebEngine
  • Enable investment actions when appropriate
  • Ledger search box now supports the account hierarchy character ":"
  • Enable calculator tool button
  • Allow CSV importer to deal with Feb 30th

For a full list of the changes please check out the changelog. We highly recommend upgrading to 5.0.1.

The KMyMoney Development Team

2018/02/06: KMyMoney 5.0.0 Release Notes

The KMyMoney development team is proud to present version 5.0.0 of its open source Personal Finance Manager.

As with every release, the KMyMoney development team has been working hard to make this release better and easier to use in every way. We have also made quite a few improvements. We are confident you will like what you see.

The largest amount of work has gone towards basing this version on KDE Frameworks. Many of the underlying libraries used by the application have been reorganized and improved, but most of that is behind the scenes, and not directly visible to the end user. Some of the general look and feel may have changed, but the basic functionality of the program remains the same, aside from intentional improvements and additions.

In addition to adapting to new and updated libraries, there have also been numerous bug fixes, as well as several new features and improved functionality. Although this means there have been some major changes to the underlying code, this version has actually been used in production by many of the developers, so it has actually had a significant amount of testing.

Here are some of the new features found in this release:

  • Multiple improvements to reports, including better performance.
  • Allow logarithmic axes in report graphs.
  • When deleting a security, automatically delete its prices.
  • Allow separate beginning balance accounts for different currencies.
  • Added support for several new currencies

Here are some of the major bugs which have been fixed:

  • Elimination of several crashes.
  • Fix problems with report graphs using older data.
  • Fix rounding errors in some investment transactions.
  • Removed Yahoo from stock and currency price sources, as they no longer provide this service

There are a some changes which will need some adjustments on the user's side if you are upgrading from 4.8.x or an older version The program searches for the templates for the printcheck plugin in different locations. The user needs to account for this in the plugins setting dialog.

Known issues

  • Executing SEPA online transfers are not working. Transaction download is still possible
  • Italian documentation requires KDE Frameworks newer. than 5.30.0. In case you run into problems compiling the Italian documentation because you have an older version of the KDE Frameworks, simply remove the file po/it/docs/kmymoney/index.docbook from the released source, re-run cmake and build the application.

For a full list of the changes please check out the changelog. We highly recommend upgrading to 5.0.0.

The KMyMoney Development Team

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