Difference between revisions of "Get Principal Plan"
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5HTU-CNFR-UXWR-A955 | 5HTU-CNFR-UXWR-A955 | ||
| + | |||
| + | ==4.0.1384.0== | ||
| + | |||
| + | ===Released on 01/14/2018=== | ||
| + | |||
| + | ===Features Added=== | ||
| + | |||
| + | *Quick Filter patterns: date, before date, since date, from date1 to date2. | ||
| + | *Ctrl-Q Quick Filter keystroke. | ||
| + | *Shift/enter for in place ledger editing. | ||
| + | *Asterisk for pending cleared transactions. Pending cleared transactions are confirmed when the current PPlan session is closed. | ||
| + | |||
| + | ===Issues Addressed=== | ||
| + | |||
| + | *Fixed multiple mom/child date synchronization. | ||
| + | |||
| + | ===Download Links=== | ||
| + | |||
| + | *[http://www.ncidea.com/files/Releases/PPlan-4.0.1384.0.x86.msi x86 ] | ||
| + | *[http://www.ncidea.com/files/Releases/PPlan-4.0.1384.0.x64.msi x64 ] | ||
| + | *[http://www.ncidea.com/files/Releases/PPlan-4.0.1384.0.osx.pkg OSX ] | ||
==4.0.1375.0== | ==4.0.1375.0== | ||
| Line 11: | Line 32: | ||
===Features Added=== | ===Features Added=== | ||
| − | Added buttons for refreshing views and searching the web for a payee. | + | *Added buttons for refreshing views and searching the web for a payee. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Fixed small bug in code that evaluates numeric expressions. | + | *Fixed small bug in code that evaluates numeric expressions. |
===Download Links=== | ===Download Links=== | ||
| Line 29: | Line 50: | ||
===Features Added=== | ===Features Added=== | ||
| − | Added Quick Filter to table views | + | *Added Quick Filter to table views |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Fixed an import issue and several transaction dialog issues. | + | *Fixed an import issue and several transaction dialog issues. |
===Download Links=== | ===Download Links=== | ||
| Line 47: | Line 68: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Freshened Qt framework and compilers and fixed a few small bugs. | + | *Freshened Qt framework and compilers and fixed a few small bugs. |
===Download Links=== | ===Download Links=== | ||
| Line 65: | Line 86: | ||
===Features Added=== | ===Features Added=== | ||
| − | Configurable envelope assignment during import. | + | *Configurable envelope assignment during import. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| Line 85: | Line 106: | ||
===Features Added=== | ===Features Added=== | ||
| − | Search and replace in ledgers. | + | *Search and replace in ledgers. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Replaces 4.0.1350 (removed) due to OS X startup issues. | + | *Replaces 4.0.1350 (removed) due to OS X startup issues. |
| − | + | *Includes other miscellaneous fixes. | |
| − | Includes other miscellaneous fixes. | ||
===Download Links=== | ===Download Links=== | ||
| Line 105: | Line 125: | ||
===Features Added=== | ===Features Added=== | ||
| − | Configurable default ledger sort order with reverse summation consistent with many online banking sites. | + | *Configurable default ledger sort order with reverse summation consistent with many online banking sites. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Cumulative fixes. | + | *Cumulative fixes. |
===Download Links=== | ===Download Links=== | ||
| Line 123: | Line 143: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | + | *Fixed the build packages so developers can rebuild the code against modified Qt libraries. | |
| − | |||
| − | Fixed the build packages so developers can rebuild the code against modified Qt libraries. | ||
===Download Links=== | ===Download Links=== | ||
| Line 143: | Line 161: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Updated Qt Framework, minor tweaks to import function, repackaged OS X install. | + | *Updated Qt Framework, minor tweaks to import function, repackaged OS X install. |
===Download Links=== | ===Download Links=== | ||
| Line 161: | Line 179: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Made minor changes to the pop-up calendars. | + | *Made minor changes to the pop-up calendars. |
===Download Links=== | ===Download Links=== | ||
| Line 179: | Line 197: | ||
===Features Added=== | ===Features Added=== | ||
| − | Pop up calendar controls in the transaction dialog box, and the filter dialog box. | + | *Pop up calendar controls in the transaction dialog box, and the filter dialog box. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Minor issue importing OFX/QFX transactions. Special XML coded characters were not being properly converted (i.e. "&" should be converted to the ampersand symbol "&"). | + | *Minor issue importing OFX/QFX transactions. Special XML coded characters were not being properly converted (i.e. "&" should be converted to the ampersand symbol "&"). |
===Download Links=== | ===Download Links=== | ||
| Line 197: | Line 215: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | When viewing transactions filtered by cleared state, the view displayed the regular balance. Now the view will display the cleared balance. | + | *When viewing transactions filtered by cleared state, the view displayed the regular balance. Now the view will display the cleared balance. |
===Download Links=== | ===Download Links=== | ||
| Line 215: | Line 233: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | When printing or viewing the Envelope Activity or Envelope Summary reports, the envelopes were listed in the order they were selected, not the order they are listed in the Envelope List. | + | *When printing or viewing the Envelope Activity or Envelope Summary reports, the envelopes were listed in the order they were selected, not the order they are listed in the Envelope List. |
===Download Links=== | ===Download Links=== | ||
| Line 233: | Line 251: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Minor tweaks to check latest version routine. | + | *Minor tweaks to check latest version routine. |
===Download Links=== | ===Download Links=== | ||
| Line 251: | Line 269: | ||
===Features Added=== | ===Features Added=== | ||
| − | Added Comma Separated Text (CSV) importing. | + | *Added Comma Separated Text (CSV) importing. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Minor tweaks to transaction filter dialog. | + | *Minor tweaks to transaction filter dialog. |
===Download Links=== | ===Download Links=== | ||
| Line 269: | Line 287: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Fixed problem with with cloned transfers. Tweaked importing. Added column names to context sort of Envelope and Account Lists. Tweaked next check number method. | + | *Fixed problem with with cloned transfers. Tweaked importing. Added column names to context sort of Envelope and Account Lists. Tweaked next check number method. |
===Download Links=== | ===Download Links=== | ||
| Line 287: | Line 305: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Fixed problem with multiple items' dates and memos, which were not updated when updating the parent item. | + | *Fixed problem with multiple items' dates and memos, which were not updated when updating the parent item. |
===Download Links=== | ===Download Links=== | ||
| Line 305: | Line 323: | ||
===Features Added=== | ===Features Added=== | ||
| − | Future transactions are now grayed out. | + | *Future transactions are now grayed out. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Tweaked importing to handle transactions where the bank changes the date slightly. | + | *Tweaked importing to handle transactions where the bank changes the date slightly. |
| − | + | *Fixed problem with envelope clearing. | |
| − | Fixed problem with envelope clearing. | ||
===Download Links=== | ===Download Links=== | ||
| Line 325: | Line 342: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Tab order still not quite right in the transaction dialog box. After selecting an item from the auto-complete list and hitting return to create a new transaction, focus should return to the Code field, not the Payment field. We should have tested the fix in 4.0.1260.0 more thoroughly. | + | *Tab order still not quite right in the transaction dialog box. After selecting an item from the auto-complete list and hitting return to create a new transaction, focus should return to the Code field, not the Payment field. We should have tested the fix in 4.0.1260.0 more thoroughly. |
===Download Links=== | ===Download Links=== | ||
| Line 343: | Line 360: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | Tab order not right in the transaction dialog box. After selecting an item from the auto-complete list focus should move to Payment field, not the Code field. | + | *Tab order not right in the transaction dialog box. After selecting an item from the auto-complete list focus should move to Payment field, not the Code field. |
===Download Links=== | ===Download Links=== | ||
| Line 361: | Line 378: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | When importing transactions with the unclear feature turned on, some transactions that should have been uncleared, were being left cleared. | + | *When importing transactions with the unclear feature turned on, some transactions that should have been uncleared, were being left cleared. |
===Download Links=== | ===Download Links=== | ||
| Line 379: | Line 396: | ||
===Features Added=== | ===Features Added=== | ||
| − | None | + | *None |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | When closing one file and opening or creating another, some artifacts of the old file were not being cleaned up properly, which could lead to a crash. | + | *When closing one file and opening or creating another, some artifacts of the old file were not being cleaned up properly, which could lead to a crash. |
===Download Links=== | ===Download Links=== | ||
| Line 397: | Line 414: | ||
===Features Added=== | ===Features Added=== | ||
| − | Added the ability to clone a template, which makes a copy of a template. This added a button to the Template List. | + | *Added the ability to clone a template, which makes a copy of a template. This added a button to the Template List. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | None | + | *None |
===Download Links=== | ===Download Links=== | ||
| Line 415: | Line 432: | ||
===Features Added=== | ===Features Added=== | ||
| − | Introduced the first official release of Principal Plan Version 4.0. | + | *Introduced the first official release of Principal Plan Version 4.0. |
===Issues Addressed=== | ===Issues Addressed=== | ||
| − | None | + | *None |
===Download Links=== | ===Download Links=== | ||
| Line 431: | Line 448: | ||
===Released on 02/21/2011=== | ===Released on 02/21/2011=== | ||
| − | Final 3.1 Release. | + | *Final 3.1 Release. |
===Download Link=== | ===Download Link=== | ||
| Line 441: | Line 458: | ||
===Released on 12/12/2007=== | ===Released on 12/12/2007=== | ||
| − | Final 3.0 Release. | + | *Final 3.0 Release. |
===Download Link=== | ===Download Link=== | ||
| Line 451: | Line 468: | ||
===Released on 04/18/2006=== | ===Released on 04/18/2006=== | ||
| − | Final 2.5 Release. | + | *Final 2.5 Release. |
===Download Link=== | ===Download Link=== | ||
Revision as of 07:55, 14 January 2018
News
The full version of Principal Plan is now available for no charge. Please use the following registration code to unlock the software:
5HTU-CNFR-UXWR-A955
4.0.1384.0
Released on 01/14/2018
Features Added
- Quick Filter patterns: date, before date, since date, from date1 to date2.
- Ctrl-Q Quick Filter keystroke.
- Shift/enter for in place ledger editing.
- Asterisk for pending cleared transactions. Pending cleared transactions are confirmed when the current PPlan session is closed.
Issues Addressed
- Fixed multiple mom/child date synchronization.
Download Links
4.0.1375.0
Released on 12/30/2017
Features Added
- Added buttons for refreshing views and searching the web for a payee.
Issues Addressed
- Fixed small bug in code that evaluates numeric expressions.
Download Links
4.0.1371.0
Released on 12/28/2017
Features Added
- Added Quick Filter to table views
Issues Addressed
- Fixed an import issue and several transaction dialog issues.
Download Links
4.0.1361.0
Released on 12/22/2017
Features Added
- None
Issues Addressed
- Freshened Qt framework and compilers and fixed a few small bugs.
Download Links
4.0.1355.0
Released on 11/09/2016
Features Added
- Configurable envelope assignment during import.
Issues Addressed
In a previous release, we introduced automatic envelope assignment on import. We received some negative feedback, with which we agreed. It was too crude and resulted in improper assignment almost as often as it was correct.
This new version turns that feature off by default and requires the user to activate it in the import dialog. It also includes a slightly improved matching algorithm and the ability to tweak 2 parameters, a rough "Match Score" and the number of days to look back, "Match Days."
Download Links
4.0.1352.0
Released on 10/21/2016
Features Added
- Search and replace in ledgers.
Issues Addressed
- Replaces 4.0.1350 (removed) due to OS X startup issues.
- Includes other miscellaneous fixes.
Download Links
4.0.1338.0
Released on 09/12/2016
Features Added
- Configurable default ledger sort order with reverse summation consistent with many online banking sites.
Issues Addressed
- Cumulative fixes.
Download Links
4.0.1329.0
Released on 09/03/2016
Features Added
- None
Issues Addressed
- Fixed the build packages so developers can rebuild the code against modified Qt libraries.
Download Links
4.0.1327.0
Released on 08/27/2016
Features Added
- None
Issues Addressed
- Updated Qt Framework, minor tweaks to import function, repackaged OS X install.
Download Links
4.0.1288.0
Released on 11/04/2013
Features Added
- None
Issues Addressed
- Made minor changes to the pop-up calendars.
Download Links
4.0.1284.0
Released on 09/12/2013
Features Added
- Pop up calendar controls in the transaction dialog box, and the filter dialog box.
Issues Addressed
- Minor issue importing OFX/QFX transactions. Special XML coded characters were not being properly converted (i.e. "&" should be converted to the ampersand symbol "&").
Download Links
4.0.1281.0
Released on 08/20/2013
Features Added
- None
Issues Addressed
- When viewing transactions filtered by cleared state, the view displayed the regular balance. Now the view will display the cleared balance.
Download Links
4.0.1280.0
Released on 08/18/2013
Features Added
- None
Issues Addressed
- When printing or viewing the Envelope Activity or Envelope Summary reports, the envelopes were listed in the order they were selected, not the order they are listed in the Envelope List.
Download Links
4.0.1279.0
Released on 08/09/2013
Features Added
- None
Issues Addressed
- Minor tweaks to check latest version routine.
Download Links
4.0.1277.0
Released on 06/23/2013
Features Added
- Added Comma Separated Text (CSV) importing.
Issues Addressed
- Minor tweaks to transaction filter dialog.
Download Links
4.0.1271.0
Released on 02/01/2013
Features Added
- None
Issues Addressed
- Fixed problem with with cloned transfers. Tweaked importing. Added column names to context sort of Envelope and Account Lists. Tweaked next check number method.
Download Links
4.0.1268.0
Released on 11/30/2012
Features Added
- None
Issues Addressed
- Fixed problem with multiple items' dates and memos, which were not updated when updating the parent item.
Download Links
4.0.1267.0
Released on 11/11/2012
Features Added
- Future transactions are now grayed out.
Issues Addressed
- Tweaked importing to handle transactions where the bank changes the date slightly.
- Fixed problem with envelope clearing.
Download Links
4.0.1261.0
Released on 03/10/2012
Features Added
- None
Issues Addressed
- Tab order still not quite right in the transaction dialog box. After selecting an item from the auto-complete list and hitting return to create a new transaction, focus should return to the Code field, not the Payment field. We should have tested the fix in 4.0.1260.0 more thoroughly.
Download Links
4.0.1260.0
Released on 03/05/2012
Features Added
- None
Issues Addressed
- Tab order not right in the transaction dialog box. After selecting an item from the auto-complete list focus should move to Payment field, not the Code field.
Download Links
4.0.1259.0
Released on 02/19/2012
Features Added
- None
Issues Addressed
- When importing transactions with the unclear feature turned on, some transactions that should have been uncleared, were being left cleared.
Download Links
4.0.1258.0
Released on 02/07/2012
Features Added
- None
Issues Addressed
- When closing one file and opening or creating another, some artifacts of the old file were not being cleaned up properly, which could lead to a crash.
Download Links
4.0.1257.0
Released on 02/04/2012
Features Added
- Added the ability to clone a template, which makes a copy of a template. This added a button to the Template List.
Issues Addressed
- None
Download Links
4.0.1256.0
Released on 01/27/2012
Features Added
- Introduced the first official release of Principal Plan Version 4.0.
Issues Addressed
- None
Download Links
3.1.1004.0
Released on 02/21/2011
- Final 3.1 Release.
Download Link
3.0.520.0
Released on 12/12/2007
- Final 3.0 Release.
Download Link
2.5.107.0
Released on 04/18/2006
- Final 2.5 Release.
Download Link