Version 2.02 (Build 037) – December 18, 2009

Build 037 is a major update with significant enhancements and upgrade of program architecture from Version 2.01. There is no change to the database structure from Build 035. We suggest all users update to this build.

A detailed description of the enhancements added, and how to upgrade, see Release of Version 2.02 (Build 037).

Changes to the Application kernel are briefly summarized as follows:

1. Database folder can now incorporate multiple sub-folders each with their own database file & backups.
2. Multiple database folder access is controlled by the use of digitally signed “MultiUserKeys”.
3. Restored backups are now automatically applied as read-only.
4. Updated to be consistent with TaxTime extension scheduled for release early 2010.
5. Allows interested users to access development builds before public release.

Changes to the main Budgets GetReal interface are briefly summarized as follows:

1. Reports now allow the option to report amounts with or without cents.
2. Added automatic validation of database on opening program. This checks that all transactions comply with double-entry accounting standards.
3. Search Transaction “All accounts + uncat” search criterion has been refined.
4. Search Transaction page layout has been modified. Biz codes now always show as an optional 8th column (when activated).
5. Added facility to “Unlock” any locked manually entered batch.
6. Added printing to Accounts & Categories summaries.
7. Added a legend to the printouts of all Reports. This details the report date and exactly what search criteria have been used to create the report.
8. Option to change database mode between read-only and fully editable.
9. Addition of optional “Changes” password. This is separate from the password controlling access to the program. It allows to lock changes in read-only mode.
10. Transaction categorisation now opens in Split transactions view
11. Updates to Registration for future extension releases.
12. Fixed problem in Business Extension “View Report” on Win32 where nominated fonts were missing. Not issue on OSX.

All Extensions – Small Business Pack, Cash Commitments, Future Spending planner have all been updated to support Read-only mode. Revised extensions will automatically update as required.

Version 2.01 (Build 036) – July 8, 2009

Adds minor refinements. There is no change to the database structure from Build 035.

1. Statement reconciliation opening balance truncated cents. Fixed.
2. Added extra level of duplicate import protection for banks that do not consistently sort their statement reports. Transaction details don’t change but several transactions on the same date may have different balances assigned to each. The end of day balance is always correct.

Version 2.01 (Build 035) – June 22, 2009

Build 035 is a major update with significant enhancements. It makes minor changes (addition of extra fields) to the database structure introduced with Build 032. We suggest all users update to this build.

A detailed description of the enhancements added, and how to upgrade, see Release of Version 2.01 (Build 035).

The changes are briefly summarized as follows:

1. Addition of multi-entity reporting added using Report Filters on all major reports.
2. Addition of Balance Sheet reports.. Supports multi-entity reporting.
3. Budgeting now allows specification of Job codes. Supports multi-entity reporting.
4. Refined reporting at the Operation Monitor.
5. Reconciliation of transactions against printed statements from your financial institution.
6. Locking of transactions against further import, manual entry or modification.
7. Free-trial extended to demonstrate Business Pack features
8. Automatic download and update of import configurations for a number of major financial institutions
9. Import File process has been refined
10. Added a number of additional Import configuration options
11. More flexible changes to the Import Format used with an Account
12. Added security warnings on Access Password & Account Detail screens.
13. Significant update to In-program Help and Web-site documentation.

The Small Business Pack has also been updated to incorporate the multi-entity reporting for BAS / VAT reports.

Version 2.01 (Build 034) – Feb 9, 2009

Adds minor refinements. There is no change to the database structure from Build 032.

1. Updated Registration card to avoid problems with incorrectly copy & paste of password details from registration email.
2. Extended Wallet card to allow for longer lists to be displayed on-screen. Extended resize routines to better use available screen space.

Version 2.01 (Build 033) – Jan 26, 2009

Adds minor refinements. There is no change to the database structure from Build 032.

1. Minor enhancement to Custom Date facility
2. Improved handling of OFX file import. Made more robust to financial institutions not properly implementing OFX standards.

Version 2.01 (Build 032) – Aug 26, 2008

Version 2.01 (Build 032) included some significant enhancements including a complete change to program architecture from Version 1.01.

For a detailed description of the enhancements added see Version 2.01 Released as a Free Update.

The changes are summarized as follows:

1. Major change to program architecture. Budgets GetReal now consists of a small Kernel application and many digitally signed Libraries that are individually and automatically updated to the latest build as required.
2. The new Library structure maintains both forward and backward compatibility of your database from Build 032.
3. Support for tools provided FREE to registered Accounting and Bookeeping practices on request.
4. Cash Wallets now allow for full recording of “Cash In-Hand receipts”
5. The Transaction Register now allows to you to change the date of imported transactions
6. The Transaction Register now allows you to add one-off transactions
7. A “CUSTOM” date import facility has been included
8. The Import Wizard has been extended to notify you of any Templates applicable to your institution.
9. The HELP button [?] now allows direct access to the Introduction Video and the Budgets GetReal web site resources. In-Program Help provides for quick contextual help.
10. You can enter dates using any of the common date delimiters (i.e , . or /) and your entry will be converted to the correct short date format.
11. A database access log has been added
12. Names can now be actioned by double-click
13. Some minor errors have been rectified

Changes Prior to Build 032.

Build 031 (Feb 13, 2008) includes some significant enhancements. This was the last release of Version 1.01.

1. A Password Vault facility was added. The Vault provides for multiple keychains each able to securely store log-in usernames, passwords and other related information.
2. Support for automatic statement download was added. This provides support for plug-in extensions which securely communicate with your bank using the secure SSL protocol
3. Extended Business Pack reporting was added. This will automatically download and install for users with Build b026 and above

Build 030 (Dec 7, 2007) adds further minor refinements to Build 028 as follows.

1. Opening multiple application instances now prevented on Windows
2. Additional help for Firewalls and related connection issues
3. Improved caps-lock and num-lock support for date entry

Build 029 (Nov 27, 2007) adds minor refinements to Build 028. It adds additional features for reporting configuration errors during import.

Build 028 (Nov 20, 2007) includes some significant enhancements.

1.A Manual Entry facility was added and is accessed under the Transactions sub-menu. This provides a simple way to quickly enter transactions from printed statements when no import file exists.Transactions are entered within defined date ranges matching your statement pages.
Manually defined date ranges cannot overlap and cannot conflict with the dates of currently imported transactions. This ensures that duplicates are not created. Similarly you cannot import a file where some transation dates may conflict with the date ranges of manually entered transactions. For more details….

2. When Budgets GetReal encounters a configuration error during import, it now provides the option to view exactly how the file is being recognised. You may then immediately change the configuration and re-run the import. This applies to CSV and QIF formats only.

3. There have been some infrequent problems during Registration caused by Firewalls and related connection issues. Build 028 incorporates automatic connection retry during Registration with extended help on these connection issues. A connection log is now generated until the program successfully registers

Build 027 included minor enhancements only

1. The creation and modification of Names has been simplified by the addition of “Create & Use” and “Modify & Use” buttons. Previously it was necessary to create the name, select it from the list of names, and then “Use” the name. This new method allows you to Create and Use in one step.
2. Easy Setup guide has been significantly extended for Business Pack users. Video Tutorials will now form part of this guide as these become available.
3. Bonus applications (under Extensions section of sidebar menu) now automatically download if unavailable (or superseded). The latest version is always made available for your use.
4. Registration serial numbers & passwords are now cut & pasteable.

 

Build 026 included extensive extensions for Budgets GetReal Business edition. These entailed no visible interface change to non-Business users. The following improvements were made in all versions:

1. Certain restrictions in the Import Parser were removed to better allow import of non-english characters like German umlauts. Characters in ASCII range 129 – 255 import correctly but render in accordance with your system font settings.
2. Import Parser now also allows to exclude a specified number of lines from the end of the import files (column formats only).
3. Prior to this build, dates may report differently if imported in one time-zone but reported in another. This restriction will continue to apply to databases created with Build 025 or before. With Build 026 imported statement dates are stored as seconds from a fixed GMT reference. The results can be displayed in any time-zone and the dates shown on the statement will be correctly reported.
4. Jobs card reformatted for better appearance on XP
5. Printing added to a number of Reports screens
6. Relaxed restriction on search fields that “Date To” must be after “Date From”. These can now be the same.

 

Build 025 Minor improvements to interface with the significantly updated Cash Commitments module. The Operation Monitor has been streamlined so that reminders for specific payments/ deposits now display within Cash Commitments.Transfers (Budget rule summary) are now editable + extended searches to assist in budgeting mortgage and other loan repayments

Build 024 FreeTrial users no longer need register until transactions need import (New). Provided additional help on updating from FreeTrial version (New). Additional assistance for browser launch issues with FireFox on Windows (New)

Build 023 Minor improvements

Build 022 Integrated updates of free trial version with web site. New.

Build 021 Extended Statements Imports & Registration for limited free trial versions. New.

Build 020 Minor improvement to TCP socket performance

Build 019 Managed application download to Updater folder. New.

Build 018 First public release