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  • 2.11.2 - Fix for backup errors
  • Schedule Items removed Date To
  • Interface changes
  • New Un-cleared transaction view - under the view menu
  • New report Investment Transactions
  • Report fix for allocated items not showing for cleared and reconciled items
  • CSV file import fix for quotes in field values
  • Account Balance dialogue - show all transactions and only un-reconciled transactions
  • minor interface tweaks etc

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • After installing the new version to update the data file go to the tools menu and select Validate File