Get Principal Plan

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Revision as of 17:25, 28 December 2019 by Sthomsen (talk | contribs)
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News

The full version of Principal Plan is currently available for no charge. Please use the following registration code to unlock the software:

FJ5P-FQAA-6HC9-MQKC

Note: Principal Plan installers do not currently have a digital signature. To install, you must override the security warning. On a Mac, you should save the OSX package to your desktop and then click on it from there.

4.0.1529.0

Released on 12/28/2019

Features Added

  • Minor improvements to import engine.

Issues Addressed

  • Changed transaction ledger default sort order to descending.

Download Links

4.0.1524.0

Released on 12/07/2019

Features Added

  • None

Issues Addressed

  • Fixed MAC OS File associations.

Download Links

4.0.1520.0

Released on 12/06/2019

Features Added

  • None

Issues Addressed

  • MAC OS dark mode override. This allows a system configured in dark mode to run Principal Plan without messing up the color scheme.
  • Other minor fixes.

Download Links

4.0.1518.0

Released on 11/27/2019

Features Added

  • None

Issues Addressed

  • Fixed several small issues.

Download Links

4.0.1514.0

Released on 11/26/2019

Features Added

  • None

Issues Addressed

  • Added Mac OS support for high resolution monitors. Note: The color scheme is still off for Mac's new "Dark" theme.

Download Links

4.0.1513.0

Released on 11/23/2019

Features Added

  • Reworked Allocation Plan

Issues Addressed

  • Added Windows support for high resolution monitors

Download Links

4.0.1482.0

Released on 10/26/2018

Features Added

  • None.

Issues Addressed

  • Minor tweak to drop down edit lists.

Download Links

4.0.1481.0

Released on 10/08/2018

Features Added

  • None.

Issues Addressed

  • Several bug fixes.
  • Reworked dropdown lists.

Download Links

4.0.1467.0

Released on 09/15/2018

Features Added

  • Ctrl-W and Ctrl-F4 close tabs.
  • Auto-complete drop downs open on focus.
  • Added delete button in item dialog box.
  • Added select Allocation Plan buttons to envelope reports.

Issues Addressed

  • Cleaned up Quick filter look.
  • Improved filtering by envelope.
  • Optimized overall data performance.

Download Links

4.0.1451.0

Released on 07/29/2018

Features Added

  • None

Issues Addressed

  • Fixed issue importing some CSV files.
  • Fixed issue reloading auto-complete list in Transaction dialog.
  • Fixed issue filtering envelope ledger views by account.

Download Links

4.0.1445.0

Released on 07/21/2018

Features Added

  • None

Issues Addressed

  • Fixed Envelope List Issue introduced in 4.0.1444.0

Download Links

4.0.1444.0

Released on 07/14/2018

Features Added

  • Enhanced Allocation Plan with sorting etc.
  • Enhanced Quick filtering
  • Added new sorting features
  • Added Envelope Zero-Out function by date
  • Enhanced CSV importing
  • Enhanced Transaction Auto-complete

Issues Addressed

  • Fixed miscellaneous data issues

Download Links

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


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