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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
4.0.1375.0
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.
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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.
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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.
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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."
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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.
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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.
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4.0.1329.0
Released on 09/03/2016
Features Added
None
Issues Addressed
No changes to the application.
Fixed the build packages so developers can rebuild the code against modified Qt libraries.
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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.
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4.0.1288.0
Released on 11/04/2013
Features Added
None
Issues Addressed
Made minor changes to the pop-up calendars.
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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 "&").
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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.
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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.
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4.0.1279.0
Released on 08/09/2013
Features Added
None.
Issues Addressed
Minor tweaks to check latest version routine.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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
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3.1.1004.0
Released on 02/21/2011
Final 3.1 Release.
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3.0.520.0
Released on 12/12/2007
Final 3.0 Release.
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2.5.107.0
Released on 04/18/2006
Final 2.5 Release.
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