Version 7

Mevlüt Kalay

Version 7
I have been using this program for 12-13 years with love.
It is our wish that this program be better after each update.
It's annoying to look for some features in old versions after updates.
This update did not meet our expectations for some reason. A little disappointing.
There are some nice features, but our expectation was higher.
Why isn't there a credit card menu? etc........
If users' requests are taken into account in updates, much better results can be obtained. These are my thoughts.

Stuart Hughes

Totally agree, whilst loss of some features will be subjective, my gripes (and I've picked this out of literally 3 min of use) include:

No ability to change font size. Moving to high DPI display is great, but font now small for old eyes!
Can no longer set 'Transactions' as the default display on opening. I have multiple accounts, credit cards, and pseudo accounts in my set-up, the overview is irrelevant to me.
Cant move date column to left. I always order by date, I don't want the description column fixed to the left.
Settings menu now devoid of 'settings'. Where's the manual (local) back-up option gone? I used to do a daily local backup (one drive), a weekly email (gmail), and synced to cloud storage for Android app use (was via dropbox I think but the available cloud options disappeared in a previous update) and now the 'download from cloud' option only notes gmail with no option to save to a location? It's not clear at all how this now works?
Being able to restore from a previous local version has save me several times when another user has mucked the DB up!
The status message in the bottom bar has now gone so no idea of save or sync status :-/ Do we now have to manually sync with the 'Sync now' bottom? Definitely a retrograde step :-/
The add transaction dialogue has been stripped, how do you now add reoccurring transaction or set up schedules?

I understand with modern software the desire to simplify and remove user interaction, but V7 has gone to far. Like Mevlut I've been using this software for over a decade even trying cloud solutions and deciding this was best due the level of control and options. Now I'm thinking I could do this all in Excel and I could at least order the columns how I wanted!

Can no longer reconcile in account view, must open every transaction separately. VERY time consuming when doing multiple transactions on a monthly statement!

Stuart Hughes

I'd hoped for some feedback on all the above points. I now can't create a new schedule payment as it is not appearing in the 'templates' section? Worked it out now but the intuitiveness / documentation of this is appalling. You should be able to do this from a normal 'new transaction' addition not have to open a separate sub-menu :-(

I've also now discovered you can no longer add categories/Payees in bulk having to open every transaction which I'm now having to do to replace 13 years of tagging things which was wasted as they've disappeared :-# BRING BACK THE R/H SIDE BAR NOW!

I'm very disappointed with this update which has been a massive backwards step in usability. Reconciling at months end now takes 5x longer as I have to open every transaction to do so. If some of the above issues do not get resolved soon I will be going back to V6 till my subscription expires, then that will be it. 10 years a happy customer ruined by bad UI decisions :-/