ROADMAP


Version 1.0

(October 2016)

The following functions will be installed and will be offered as update for free (Detail):

  • This app can now be downloaded for free in the AppStore. In the free version, up to 16 entries per month can be entered. This limitation can be lifted through in-app purchases. Some functions are locked in the free version.
  • Now, quick-entry symbols exist for acceleration of entry creation. Define your daily revenues and expenditures in the settings and create entries with just 3 clicks.
  • For entry creation, further possibilities have been implemented for faster creation. More templates are available now.
  • In addition tot he CSV import you can now use Excel import. You can now use the template from the app and edit it with Excel.
  • You have the possbility to change the system’s language (German and English).
  • During entry creation, you can set two reminders. As soon as the date approaches the device will remind you automatically (optional setting).
  • Now, you will be reminded if you have not created an entry for an extended period (optional setting).
  • For specific activities (creating entries, sending mails, reading out error messages, print, …) sounds can be activated (optional setting).
  • We have included a new entry type 'documentation entry'. This type of entry is only displayed but not considered in computations.
  • In the settings you can (de-)activate the widget.
  • We have implemented a new, complex search dialogue. You can search, change, or delete your entries more effective.
  • In addition to the new search dialogue, there is another dialogue with pre-defined search operations (e.g. entries without category, pending entries, singular entries, …).
  • In the account settings, one can set standard values for every account (entry criteria, note, documentation entry, cleared). For a newly created entry, these values are used as a template.
  • In the account settings, a standard account can be set. In the new version this account is pre-determined.
  • In the account settings, specific accounts can be (de-)activated and listed according to priorities.
  • When creating entries, date and account can be derived from previous entries.
  • Receipts (photos, vouchers,…) can be added to new entries.
  • Daily recurring entries and budgets can be created.
  • In the entry list, subsequent templates can be derived from entries and entries can be transferred (expenditure > revenue, revenue > expenditure).
  • You can use any entry as a search criterion in the entry list.
  • You can now define templates for transfers.
  • In category management, single categories can be transformed (main category & sub-category).
  • In budget management, the display can be adjusted via three filters (all, active, inactive). Entries can be transformed according to priorities.
  • You can set a login delay to prevent entering the PIN code upon every login.
  • New dialogues have been implemented in the settings (database statistics, more apps, licenses, versions / release notes).
  • During data export (Excel, CSV, HTML, PDF), you can choose time and account for entry definition.

Version 1.1

(November 2016)

The following functions will be installed and will be offered as update for free (Detail):

  • Data transfer via encrypted back files from the app 'My Budget Book' is fixed.
  • A new option enables the settlement only of cleared entries.
  • We have expanded the CSV import and support more apps (iXpenseIt + Einkommen, My Budget 2, Meine Finanzen).
  • More actions are provided, which can be executed upon programme start (e.g. create an expenditure).
  • The PIN protection delay comes with new options.

Version 1.1.1

(November 2016)

The following functions will be installed and will be offered as update for free (Detail):

  • You can create recurring entries in the main dialogues again. In the administration (settings), no problems occurred (bug fix).
  • Payment types can be created and changed again (bug fix).
  • In some dialogues keyboard navigation was flawed (bug fix).
  • In the overview, menu function 'advanced search' could not be retrieved (bug fix).
  • 31st of October is being displayed properly on iPads (bug fix).
  • Quick-entries were deleted if the respective single entry was deleted (bug fix)
  • A direct access to the app rating (AppStore) is back. Please use this feature to promote (free) development. Nobody is helped if the app is rated one star although it is used. We do not appreciate comments that use terms such as 'rip-off', 'criminals', 'costs money'. Rather contact us beforehand to solve the problem. This app is a development from the app 'My Budget Book'. Of course, some functions are the same, but after 4 years of programming & maintenance & support, we had to re-program some things. This app has ca. 50 new features compared to the old app (which is still supported). Nobody is forced to switch apps. You can test the new app for free and decide whether to purchase the premium edition. This is not a rip-off and, most certainly, not criminal activity.

Version 1.1.2

(November 2016)

The following functions will be installed and will be offered as update for free (Detail):

  • You can now set up entries on the "Current" and "Overview" tabs (Bugfix)    

Version 2.0

(February 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • At some points, data format was displayed incorrectly (bug fix).
  • The computation error in the analysis is fixed (bug fix).
  • Several security questions were introduced to prevent unintended deletion of data.
  • There are further options for the input of entries at the program start.
  • The display 'Current' also shows amounts from the current month, quarter, half year, and year.
  • We have made the processing of recurring orders and transfers easier. You can now easily edit, end, copy, split, convert, reverse, and delete such entries in the administration and entry lists. 
  • In the administration for entry criteria (categories, payment types, persons, and groups) entries are marked, which are used in entries and budgets.
  • In the adminsitration for entry criteria (categories, payment types, persons, and groups), not all used entries can be deleted. Only entries are used, which are also used in entries or budgets..
  • In the adminsitration for entry criteria (categories, payment types, persons, and groups) and accounts, you can go to 'Search' and 'Search and replace' immediately.
  • In the adminsitration for entry criteria (categories, payment types, persons, and groups) and accounts you can display correspondent entries.
  • The menu function 'Advanced Search' was optimised and contains pre-defined search criteria to quickly find and edit entries. You can also select the menu functions 'Search' and 'Search and edit' in order to define specific search criteria and to edit entries easily.
  • The menu function 'balance statements' (formerly 'last entries') was expanded: all entries can be viewed for specific time periods (ca. 40 variations). This give the possibility to reate balance statements very quickly. If you need a different time period, you can use the 'Search' function.
  • The menu function 'Analyses' was expanded with the options 'Highest expenditures', 'Highest revenues', 'Most expensive days', 'Most used categories', 'Most used payment types', 'most frequent persons', 'Most frequent groups'. The menu function 'Report' was renamed to 'Financial report' and 'Comparison' is now called 'Financial comparison'. Moreover, all analyses can be printed via AirPrint now.
  • We have implemented an edit assistant. (Options > Developer). Here, you can edit basic data with the support team. In case adjustments are needed you will receive one or more database commands, which have tob e copied and inserted here With this powerful tool we can react quickly and solve the problem. However, it is not possbile to read data (SELECT), but only add data (INSERT, CREATE), change data (UPDATE, ALTER), and delete data (DELETE, DROP). We are not liable for any commands, which have not been provided by us.
  • You can create anonymous data, which helps us to solve your problem.
  • We have expanded the CSV import.

Version 3.0

(May 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • We have changed the display mode completely. Two new selection fields, “consider previous month” and "consider future month", are existing now. Both options replace the old selection fields: “All bookings”, “all bookings (up to date)”, “all bookings (until the month-end)” and “all bookings (until the end of the period)”. The current settings are visualised through a small notification on the lower right side (iPhone) or the upper left side (iPad).
  • The notification „current“ was reworked. The graphic got replaced by the notifications transfer, revenue, expenses (fix), expenses (variable) and sum. Generally we are now displaying the values within the period of time (month, quarter,….). Depending on the display mode (Consider previous month, consider future month) the transfer of the follow-month will be displayed as well. Another new feature is the split display of  fixed ( rent, power, insurance) and variable ( cinema, grocery, magazines) posts.  
  • The design of the „booking“ notification was reworked. The separated bookings are displayed more detailed. 
  • The design of the notification „statistic” was reworked completely. We are dividing generally between income and expenditure. The benefit is, that everything got a clearer structure.  
  • The design of the notification „budget” was reworked and is now matching the total layout of the app. A new menu point was integrated here as well in case an Entry is moved to the right or the left (see the topic “overview”). To gain a better overview, how long the budget is valid, the days that are left are displayed as well 
  • The right menu was extended with the commands „template” and “watch list”.
  • The budget administration provides all bookings per entrance.
  • If a single-budget gets changed within a recurring budget, the changes get marked within the budget administration.
  • Several changes within the settings were made. The navigation bar (upper right) was equipped with the command “support” to fasten up the process of receiving help. The system sounds can now be turned on or off. The dialog "In-App-Purchase" was redesigned. 
  • All export data (accounts, overview, booking, statistic, budget; html, excel, pdf) got overhauled. This naturally also applies to the printing.
  • Some details got improved as well as some errors got fixed.
  • The German and English language as improved and corrected. 
  • Our German and English instruction is currently under construction and can be seen within the setting option.

Version 3.0.1

(May 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • In the new version 3.0 exists a problem with the presentation of the account balances. Here unfortunately the opening balances  of the accounts are excluded. 

Version 3.0.2

(May 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • In the new version 3.0.1 we had a problem with the inactive accounts. Wrongly the account overview mess up the account balances. 

Version 3.0.3

(June 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • In our new version 3.0.2 exists a problem with the carryover of the previous months. If the present day is the first day of the month, the carryover will be wrong calculated. This problem will bid fixed with version 3.0.3.

Version 4.0

(July 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • To ensure you're getting the most out of using the application, please check our new guide "Getting Started with the App". Here you will find a brief explanation of how to use and configure the app. In addition, detailed instructions for use can be found in our comprehensive Online User Guide.
  • An overview of existing entries can now be displayed in 9 different ways. Presently, the entries have been grouped per day. In this new version, there are more presentation formats available, to obtain a clear picture of your overall financial situation. In addition, the small icons in the overview indicate whether it is a fixed entry (black/white icon) or a variable entry (white/black icon).
  • When importing data, you can now specify whether it is a fixed (recurring) or a variable (daily) entry.
  • We have improved statistical and budget reporting and made it even more efficient.
  • The core component of the app is its quick entry buttons. They enable you to create new entries very quickly. For this purpose, we have added 35 new icons (for example, furnishing, electricity, mortgage, New Year celebration, barbecue, kindergarten, homepage, bowling, dancing, parking ticket, motorway, fair, gifts, ...).
  • The "Advanced search", "Account statements" and "Reports" functions can now be customized. Depending on the function, you can set specific parameters such as a start date, an end date and select an account.
  • Before, all previous years have always been taken into account, in order to calculate the account balance. The release of the updated app allows you to specify a certain period of time. So that only records with date entries in the current year will be considered in the calculation.
  • The account selection option has been redesigned and now fits better with the overall context of the app.
  • Minor bug fixes

Version 4.1

(August 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • The View dialog window has been slightly modified. You can now close the dialog window with just one click without confirming the selection.
  • The Correction Assistant has been enhanced with several useful features for error analysis. Please support us in the analysis of errors and send us an e-mail with either an unencrypted pseudonymized file, current backup, complete database or error log. We will help us to troubleshoot problems and if necessary update the software or provide an error-correcting program coding.
  • Please support us in the analysis of errors and send us an e-mail with either an unencrypted pseudonymized file, current backup, complete database or error log. We will help us to troubleshoot problems and if necessary update the software or provide an error-correcting program coding.
  • Some minor bugs were fixed and the app stability has been improved.
  • While importing CSV files that contain empty fields, an error has occurred for some formats.
  • The CSV import tool for the MoneyControl app and Wüstenrot Bank (Germany) has been corrected.
  • There were some issues with the internal 'Checking account'.
  • In the current release, the user guide has been updated. We have removed the section "3.17 Additional Functions" and provided a description of every single function. In addition, a new section for the Correction Assistant was added.

Version 5.0

(October 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • The app was optimized for the new 64 bit operating system iOS 11.
  • We have implemented a new pin code request for the iOS 11.
  • We have added an additional 75 symbols for the rapid entry feature. Due to the multitude of symbols, these have been divided into 7 groups. At the time of choosing a symbol you can either alter the amount or adjust the whole entry.
  • You can very comfortably define rules with the rules wizard so that the data import process can automatically allocate booking criteria. This way you will not have to manually post-edit any imported book entries.
  • In case of multiple book entries you can define within the settings, that the input dialogue shall not be closed every time. This enables you to conduct a faster data entry. Furthermore, the suggestions for the booking entries have been improved.
  • You can quickly switch the display of the dialogues „Overview“ and „Budget“ („Detailed“ and „Compact“) by swiping to the left or to the right on the lower fee bar.
  • The compact budget view now enables you to also display the absolute value on top of the percentage value, which is still included.
  • The statistics offer a new option which enables you to display income and expenses in an accumulated manner. You can furthermore divide the expenses into fixed expenses and variable expenses by utilizing another option.
  • The search feature contains further operations for text boxes („contains“ and „does not contain“).
  • In the settings you will be able to determine, whether you want the widget to display the values in percent or in absolute figures.
  • The settings (view-selection / symbol „...“ top right) of this dialogue have adjusted in relation to the context and change depending on the display (current, overview, book entries, statistics, …).
  • We now support further CSV formats (1822Direct, Bank Austria, ComDirect) so that you can import your account statements. Please inform us in case your bank is not being supported.
  • A support command has been integrated in the „data statistics“ feature (see settings) to help us in the event of problems with the app. The generated email mentions some information which we might utilize for troubleshooting. Please describe the problem in advance and check, which data is being metioned in the email.

Version 5.0.1

(October 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • It existed a error in the advanced search
  • In the function 'advanced search' we now integrated the search 'postings with receipts'
  • It was not possible to move categories to 'A-Z' and to 'favorites'
  • It existed problems with the rapid entry, while defining a transfer
  • The CSV format from the app 'my expenses' is damaged, therefore it cannot be imported. We reacted to this situation with a workaround.
  • The widget was not updated, when the language has been changed.
  • In certain views the documentarypostings were not shown in light grey
  • Small design adjustments & optimizations

Version 5.0.2

(October 2017)

The following functions will be installed and will be offered as update for free (Detail):

  • The password was always reseted in the recovery
  • The entry criteria were no longer determind automatically at the time of entry
  • The documentarypostings were not shown in a light grey in certain views
  • Some CSV formats were adapted (DKB, Commerzbank, IngDiba, Berliner Sparkasse)
  • Small design adjustments & optimizations

Version 6.0

(February 2018)

The following functions are installed, and the update made available for free. Some selected features are unlocked by a one-time in-app purchase. If you do not need the new in-app products, you will still benefit from the bug fixes and new free features every time you update (Detail):

  • Fixed a few minor bugs and increased stability.
  • The in-app dialog has been completely redesigned, and provided with new content. You can unlock four separate packages (split entries, savings goals, currencies and extended evaluations), or purchase the full package for a fair price. This ensures the two years of development and support for the further development of this great app.
  • The toolbar under "current" can be customized by configuring or hiding it.
  • We reinstalled the old account display, and moved it into the menu. You can also control the view on the toolbar.
  • In some dialogs (account management, recurring entries, budgets, savings goals, rules) a new filter function has been added for you to be able to hide items such as expired or deactivated items.
  • The dialog view has been revised and expanded with additional options.
  • Today’s entries can be highlighted in the entry list (by option).
  • The account balance is also displayed in the entry list, when the view has been set to "days". You can hide this information with the "detailed display" setting.
  • There is a new setting ("Detailed display") which allows you to reduce the displayed information.
  • The overview shows the monthly amounts and the current daily amounts. Depending on the view mode, the corresponding sum is highlighted. You can hide this information with the "detailed display" setting.
  • The search feature has some new presets ("This month", "This quarter", "This six months", "This Year").
  • The advanced search has new search criteria ("entries with voucher" and "split entries").
  • Recurring entries and split entries can be corrected with the function "Search & Replace" (to a limited extent).
  • If the entry input is interrupted and disappeared from the app, the last inputs would be taken into a new entry input.
  • In the settings there is a file manager to delete local or iCloud data.
  • The CSV rule assistant has been extended with the criteria "tagged, cleared, fixed entry, documentation".
  • The option "open end" has been removed for recurring entries. Now, the expiration date is always displayed. This option often caused misunderstandings.
  • The entry criteria (categories, payment types, persons, groups) can be printed out for the documentation.
  • There are further options for data protection (Set dynamic file names, overwrite: yes/no, create additional local backup: yes/no).
  • In the statistics, a new view "main categories/sub-categories" and a sort sequence (ascending, descending) have been implemented.
  • In the goals display (budget & savings goals) you can travel through time now.
  • Notifications for recurring entries, budgets and savings goals can be disabled as desired, if they expire.
  • All diagrams are revised and flaws are eliminated.
  • The fast input has been integrated into the menu.
  • The icons have been revised.
  • Support for other CSV formats (Wüstenrot Bank AG, Kreissparkasse Köln, 18400 Generali Bank, Pennies App, Money Coach App).
  • The iPad variety has been revised in some places.

Version 6.1

(March 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • In-app process has been improved, so that the products can be bought or restored properly.
  • Now, the current budget is displayed on the first tab "Current". It consists of incomes, fixed expenses and carryover from the previous months.
  • The fast input buttons can handle multiple entries (Optional).
  • Split entry process has been improved.
  • Now, recurring entries can be extended or shortened directly.
  • Search function has been reconstructed, and now it includes the criteria keywords instead of "Title", "Note", "Categories", "Payment Types", "Groups" and "People". Functions of the old search has been moved to "Search and Replace".
  • The calculator has been added back to the menu.
  • A couple of new CSV formats (Finanzchecker, MoneyStats, N24-Bank, Sparkasse, DKB) are now supported or enhanced.
  • To make the in-app products more effective, now we make you aware of the new features for once.
  • The app informs the user when there is a new version in the AppStore.
  • "Improvements" command has been installed under Settings/Help.
  • The correction assistant has been upgraded and adjusted in the new release.

Version 6.2

(April 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • Some minor bugs are fixed, and the stability is improved.
  • You were always able to select the account below (plus view and options) in the main dialogs. Now, we have divided this tab. The fast input opens when you click on the left side. If you click on the right side, you can select the account and adjust the view and the options where required.
  • Now, transfers are displayed as neutral (blue) in the bank statements.
  • You can add a graphic overview with the entry lists. In this way, you can see whether you will have a financial shortage at a glance.
  • Split entry process has been improved again.
  • We have added a currency converter (including online updates) just before the holiday period. In addition, you can make a vacation print with predefined amounts and print it out using our app.
  • For various views, we have added a budget mode. When you use this optional setting, percentages are not calculated by incomes and expenses in some aspects. They are calculated by the current budget (incomes minus fixed expenses) and daily expenses.
  • Entry input suggestions originate from old entries, categories, payment methods, people and groups. Through a parameter in the options, only entries starting from a set date are used.
  • Missing commands "calculator" and "currency converter" were installed for fast input.
  • A couple of new CSV formats (Postbank, Volksbank Kärnten) are now supported or added.
  • Upper display has been adjusted for the iPad variant.

Version 6.3

(June 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • Some minor bugs are fixed and the stability is improved.
  • The start process of the app made faster.
  • The entry criteria payment method, person and group can be toggled on and off in the settings.
  • Now, you can tag your daily expenses as fixed entries, in order to calculate these entries differently. This makes sense when you do not want to create a recurring entry for these single entries, and you want them count as fixed expenses. This feature is also available when you are importing CSV files or Excel files.
  • You can display a prediction for the current period in the entry list.
  • Here, on one hand the previous months are taken into account and on the other hand the consumer behavior in the current period is taken into account. You also have the option to access the reports and to get further interesting information with only one click on the header (“More“ button). The examples would be the highest expenses, most used categories, or a financial comparison outputs for the current period.
  • You can get more interesting graphics with only one click on the overview in the entry list (“More“ button) (cash flow, balance, incomes vs. expenses).
  • A menu containing the most important commands has been built in the statistics (for example, search, create rule, define budget/goals...).
  • The functions “search“ and “search & replace“ have been improved again. You can select the fast search and the detailed search. Now, you can also use the search feature at various points.
  • Now, you can fill or adjust the split entries automatically if the amount of the single entries does not match the amount of the original split entry (optional behavior).
  • If the entry has a different currency when you are printing the bank statement, both amounts will be shown now.
  • The evaluation is displayed in a table.
  • The currency converter has been optimized and improved again. We currently support 170 world currencies. We have decided to allow only one daily request for the moment, because we use a paid service provider for the exchange rates.
  • Now, you can have a vacation print in the exchange rate management dialog.
  • The import (CSV & Excel) has been optimized in several places.
  • Several new CSV formats (ING-DiBa, LBB, DKB, Postbank, ComDirect, Deutsche Bank, Volksbank Kärnten) were installed or updated.

Version 6.3.1

(June 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • There was a problem with the Start Date option in the 'Current' view. It affected the Today widget as well.
  • The 'Search & Replace' command in the 'Current' view was too long for the 3-button bar below.
  • When you call the 'Search & Replace' function, now you can also set the 'fixed entry' feature if you are looking for expenses, not for recurring entries or split entries.
  • During fast input, intended gaps were filled in automatically so the order has been changed.
  • The menu item 'Entries with Notes' was available twice in the 'Advanced Search' function.
  • Now in the 'Goals' view, you can select the detailed or the compact display with a left or right wipe with your finger on the amount display below.
  • You were no longer able to switch to the 'Current version' or the 'Future version' to be informed about the new features.
  • The correction assistant has been revised again and pseudonymizes further user input, so you can leave your backup file to us without hesitation. This gives us the opportunity to recreate the error that has occurred with your data on our system and to correct it if required. This is a unique feature designed to make the app more stable and secure.
  • We have included the CSV format of the 'Outbank' app. Set the format to 'Outbank' and then select the file. The first day is used for the category, the second day for the group and the third day for the person.

Version 6.3.2

(June 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • It was not possible to select the color 'orange' for fast input.
  • It was not possible to choose the dialog for entry input at program start. There were two 'new transfer' selections instead.
  • There was a problem with the 'Search' function when you wanted to search for notes.

Version 6.3.3

(June 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • The recovery of the backup file of the app ‘Mein Haushaltsbuch’ has being optimised.
  • The ‘auto fill’ and ‘auto modify’ settings (split entries) are visible again in the iPad version. 
  • A problem occurred with the split entries when the ‘repeat input’ option was enabled. 
  • Some transaction lists are yet to be optimised for iPhone.

Version 6.4

(September 2018)

The following functions will be installed and will be offered as update for free (Detail):

  • Some major bugs have been fixed and there is improved stability. 
  • In the ‘current‘ tab, we have replaced the lower button bar with a flexible Start button (plus icon). This additional menu displays nine commands that can be freely configured in the settings. But four of these commands (view, calendar, compare transactions yes/no and incognito mode enable/disable) have been pre-set by us and can therefore not be changed. If this display bothers you, you can turn it off in the settings. 
  • An Incognito mode has been installed. By enabling it, you can keep prying eyes away from reading your personal financial data. It is ideal if you want to enter data in public or get financial status. There are not many apps that support this feature. 
  • In the transaction list, a new view ‘single and periodic transactions’ has been added. With this view, it is possible to divide the transactions into periodic revenues, periodic expenses, daily revenues and daily expenses. This makes it a lot easier to see what the ratio of fixed transactions to daily transactions is. 
  • In the transaction list, transactions done with a foreign currency are shown in italics so that they can be better distinguished. 
  • In the watch list, in the search result and in the advanced search, the number of matches is shown in the lower status bar. 
  • The template management has been extended, so that you can create new templates in the menu and not have to go to the settings. 
  • The settings have been reviewed and presented in a clearer manner.
  • With the ‘modify last transaction‘ command, it is now possible to decide which transaction (revenue or expense) should be used. 
  • If you think that your transactions are not displayed, then it is often due to the settings of the view. Under ‘settings/reset program’, there is now another option ‘reset view’ which sets the standard parameters of the view. No further data will be overwritten or deleted. The reset settings option restores all parameters to the default value. 
  • Some new CSV formats (Thurgauer Kantonalbank, Volksbank Kärnten, ING Diba, Kreissparkasse Ludwigsburg) have been installed or existing ones have been updated.