SpendThrift 2.1 build 628b | 28 June 2005 Read Me File ¥ Introduction It's been roughly a year and a half since I first started messing around with Cocoa, and a full year since the first release of SpendThrift. Version 2 marks the first major revision, adding dozens of new features, and tweaking almost every existing one. This is an update to version 2, to fix a few nasty issues that came up. It's a fairly mature program at this point, but I am still a rank amateur, so please be patient with me when issues such as the last few come up. That said, as far as i know, this program stands up to my own daily use, and is tested in as many other cases as I can manage. No crashes should be expected, no threat of data loss, and no weird behavior that i've run into. But naturally, none of these things ever show themselves until other people use it. So, like i said, go easy on me, but be sure to tell me. If you're using this, or trying to, and it lets you down, drop me an email at rcolonna@blackllamafaction.org, and tell me about it. ¥ Licensing and Feedback SpendThrift is Postcardware. It is not free, but it is extremely cheap. If you use it and like it, please send me a postcard at Rob Colonna 15 Mechanic St. Newton, MA 02464 If you don't like it, tell me why, but you probably can save yourself the postage and do it over email. Check out http://blackllamafaction.org/spendthrift/ or http://versiontracker.com/dyn/moreinfo/macosx/23553 for updates. ¥ Version History Fixed in Version 2.1/628b: - Fixed crash that occurred when closing one of multiple open account documents - Column sizes are stored correctly to and read correctly from Preferences - Column sizes don't get screwed up after adding or removing a column - When there are more categories than colors to show them with, it recycles to the first one in the list and reuses them from there, instead of making each additional category black. This behavior is now identical to that of the graphs. - Column editing is properly disabled in Category or Rollback view mode - Category, graph, and chart colors no longer run out in different ways; they recycle to the beginning - Fixed crash caused by selecting a Transaction after closing one of multiple open document windows - Fixed issue that caused save dialog in Panther to omit the filename extension by default, saving files that could not be opened easily. - Fixed the Print function from the Report dialog so it works. - Fixed the Export function so it does not export spaces for 'Location' if that is what it contains. Added/changed in Version 2.1/628b: - New Preference to enable or disable storage of window and column sizes and positions on closure (default is ON) - Main window size stored in Preferences - Windows no longer cascade; they retain the last position used - Behind-the-scenes performance improvements, due to eliminating unnecessary iterative processes when they are not needed and improving the efficiency of the processes themselves - Legal disclaimer in application menu to cover my ass - Rollback function can now step forward and back one day at a time - Rollback tool can now jump to a specific day. - Hidden preferences in plist file for default text values such as automatic transactions, new transactions - Added global category change tool for editing the name of a category that is presently applied to multiple Transactions. - Added an optional horizontal slider for the main table view, enabled via the Preferences dialog, defaulted to off. --------------------------------------------------------------------- Fixed in Version 2.0/316b: - Rollback slider control no longer overlaps main account table when window is extended to a large width - Printing of lengthy accounts can now properly split the output onto multiple pages, and not cut off. - Cleaned up numerous memory leaks - Eliminated some more situations in which editing of the table could become messed up and require a closing and reopening of the window to resume normal use. Added/changed in Version 2.0/316b: - New transaction field 'Location' - New transaction attribute with checkbox to count transaction or not count it - Preferences to enable and disable Location, checkbox, and Check Number columns in table - Account file now has Description text - Password protection for account files - Category fields are color-coded - Account Settings dialog for setting password and description - Initial Balance specification for accounts - Preference for table text size - Preferences dialog rearranged to be more logical - Preference for changing icon within program - Files/Links menus have been removed. They sucked anyway. - Graphs and reports are now located in the Data menu. - Account menu added to contain all commands to edit/configure Account - Export command has been moved to the File menu - Main window has been reconfigured to simplify interaction with Account - Account reconciliation tool - Report content can now be configured - Report can now show month-by-month breakdowns - Report can show most frequent payees - Report will show rolled-back Account information - Dock icon now has menu with Quick Add dialog for quickly adding a transaction from anywhere. - Dock icon now shows balance, enabled/disabled via Preferences - Checks for new versions over the internet, and notifies accordingly (can be disabled via Preferences) - Displays splash screen to remind you to send me a postcard - Line graph improvements including improved viewability, scrolling, date range configuration, size options - Printing of individually selected transactions - Recurring Transaction and Interest tools moved to Account menu - Import of Intuit/Quicken QIF files - Color-coding of transactions in main table view --------------------------------------------------------------------- Fixed in Version 1018a: -Order of short date notation now adheres to system settings in System Preferences > International > Formats > Dates. Select Customize, then change the order of the Short Date, then restart SpendThrift to change it to an international standard, such as day/month/year, if desired -It is now possible to have recurring deposits, not just recurring expenses using the Recurring Transaction tool. If the first part of the description is "Deposit", it will recognize it as a deposit, e.g. "Deposit from Paycheck" Added in Version 1018a: -There is a new Frequent Transactions palette under Tools > Frequent Transactions (Cmd-T). Use this to store transactions that are not scheduled, but used often. Drag a transaction from the main window to the palette to add it to the list. Drag it onto any account window to add a new copy of that transaction to the account. -Drag and drop copying of transactions. -It is now possible to export the account history, repeating transactions (for the current year), or both to iCal; use File > Export to iCal... and specify what is to be exported. -If the system Currency symbol (in System Preferences > International > Formats > Numbers) is set to the Yen (´) symbol, SpendThrift will automatically adjust the format of the currency columns in the main window to show no decimal places. Decimal places may still appear elsewhere, however. If a lot of people need this behavior, I will see that it is more thorough in the future. -There is a new preference for showing the account balance in the window title, so that it can be checked at a glance when in the Dock. --------------------------------------------------------------------- Fixed in Version 915a: -Autocompletion no longer breaks as soon as you type in a new Category. -Cells deselect automatically when adding a new record, hopefully ending any funny business that was happening with cell selection and editing. -Added a bunch more ugly colors at the end of the color list for the graphs and charts, so they don't recycle or run out so soon, or, worse, cause the graph generation to fail. Added in Version 915a: -Hotkeys for adding and deleting Transactions: cmd-option-N for Add, and cmd-option-Delete for Delete. -A new Preference has been created for specifying whether or not to auto-select a cell in a new Transaction for editing after creation; it can be set to None, or any of the available columns in the table. --------------------------------------------------------------------- Fixed in Version 719a: -Order of colors has been fixed to have the nasty grays come later. -Checks OS version a lot more thoroughly, with less risk of accidentally disabling table sorting. -Assorted UI stuff. -Properly disables combo box cells when the account is rolled back. -Application is roughly half the size thanks to being built with Xcode. Added in Version 719a: -Line Graphs and customization thereof. -Table column widths now save. -Graph/Chart window positions now save. -Balance field now displays negative balances in an alarming red color. -A notation of [rollback] appears in the window title when the account is rolled back. -Localization into (poor) French. Please feel free to correct my rusty grammar. -Command-1, 2, 3, and 0 now open Bar, Pie, and Line graphs, and Reports, respectively. --------------------------------------------------------------------- Fixed in Version 619a: -No longer crashes on start in Jaguar -Currency markers now respond correctly to system localization settings, allowing for use of Euro, GBP, etc. currency in addition to $USD. Fixed in Version 614a: -Disabled annoying autoresizing of columns in main table -Changed export and report saving default filename to be something a little less immature -Icon is much improved -Fixed Help so that the right helpfiles show up at the right times -Adding new Transactions no longer drops the rollback slider down Added in Version 614a: -Pie Charts and customization thereof -Importing of tab-delimited text files -Pop-up combo boxes for Category cells, with auto-completion --------------------------------------------------------------------- Initial Release: What works: -Account and Transaction management -Dynamic category generation -Account rollback -Scheduled transactions -Interest -Bar Graph views -Pie Chart views -Line Graph views -Report generation -Printing -Copying and pasting -Drag and drop -Tab delimited export -Tab delimited import -Help What doesn't work: -Nothing, as far as i know, but the Links > Files menu is pretty fussy as to what it'll open. -The UI behavior will be somewhat erratic in Jaguar. Working on that... -The line graph menu item should be grayed out in Jaguar. If it isn't, don't click on it. It will cause the program to crash. What's planned for the future: -More verbose reporting -More table-sorting options (okay, some) -What are you looking for? Email me with suggestions. --------------------------------------------------------------------- -Read me Icon from "Phoenix's Classic Icons" - http://www.xicons.com/details/247.html -The '.spht' file extension is a reference to Bungie Software's 'Marathon', and does not imply anything further than an opportunity to embrace my inner nerd.