blog

Updates Mac

Update number : 003

Date : 2018-07-02

New functionalities:

  • It will be possible to enter adjustment for an account, credit, savings and loan directly from the calendar. The new function will be available using the red button at the right corner of the screen. The date used for the adjustment will be the date chosen in the calendar.
  • All other operations will now be available from the calendar When you click on one of those operation types, you will be able to enter a specific operation:
    • Account (Transfer)
    • Credit (Reimbursement
    • Savings (Payment)
    • Loan (Reimbursement)

If no operation were created (credit, savings and loans) you will be able to create one from that screen.

  • Optimization of the software performance. Particularly when opening the program (about 50% faster) and in the calendar. The optimization in the calendar is very substantial. We found that the cash flow graphic was the main problem when navigating thru the calendar or when creating an operation. Now when you change months you will be asked to update the cash flow graphic if needed.
  • The screen “About” is available to check your software and database version. Also, from this screen, you will be able to import/Export your database (see next point). The screen is available from the little fellow .
  • We added an Import/Export function for the database. This will help users who wish to use Budget Express on more than one computer with the same database. This is an added function to the budget backup copies. This function is available from the “About” screen and when creating a new budget (Import only). See the article on “how to work with Budget Express on multiple computers (coming soon)”.
  • We change the name of the sub-categories (Miscellaneous income) “Child tax benefit” to “Canada child tax benefit” and “QST refund” to “Solidarity tax credit”. The changes will be done automatically if you used those sub-categories

Corrections :

  • It will now be impossible to delete categories or sub-categories, from the settings menu, when that category or sub-category is being used in an operation.
  • Corrected the display (dates) when printing the detailed report by operations in the analysis.
  • We now display all the data in the analysis when the period chosen what superior from the current year.
  • For the Mac OS, it was not possible to choose the budget when opening the program if multiple budgets were created and protected by a password, we corrected that problem.

Update number : 002

Date : 2018-04-26

Download the update from this button. You will be redirected to the site to download and install the update.

After the update is done, close and open Budget Express to finish the update.

New functionalities:

  • The function “Refund balance” has been added in the refund operation of a credit card. When you choose to pay the balance every month, the system, will automatically calculate the amount for each planned operation and do the payment at the date indicated. To use this function, go in the credit card under the operation menu, click refunds and indicate “yes” at “Refund balance”. By default, the frequency will be by “Month”.
  • We added an easier navigation function between month/year in the calendar. Click on the month to open the navigation list. You will be able to navigate 4 years (current, 1 years before and 2 years after the current year).
  • When you create a new operation from the calendar (Red button in the right corner), the date chosen, by default, will be the date you were positioned in the calendar. When you create a new operation from the calendar, the frequency will be “Only once”, by default.

Corrections :

  • The “+X more” in the calendar. When you have more than 3 operations on a particular date, the calendar display “+X more”, sometimes it did not display the text “+X more” until you clicked on the date.
  • The operation was not displayed in the calendar when there were a “NULL (empty)” in an amount when you chose the frequency “Sometimes”.
  • It was not possible to delete an account when the initial balance adjustment was modified.
  • The printout from the analysis did not display the amount correctly when there were 6 digits before the point.

Update number : 001

Date : 2018-03-21

Please follow this procedure to install the update on a Mac :                       PC update, follow this link

 

1 – Close Budget Express. If you’d like to take a copy of your database file (not mandatory), click on the Budget Express icon and go in the settings, copy the file name database.db from the directory “Contents\Resources\data\database.db”. In this update, we added a new function in Budget Express that will help do this procedure if needed.

2- Follow this link to download the application update : https://budget-express.com/en/update/?param=fS9CDMThmZy52ZXw

3 – A web page will open on the Budget Express site. Click on “Mac Update”

4 – Install the budget-express-mac.pkg file

5 – Open Budget Express, the update will complete while the software is opening

Corrections:

For those who bought Budget Express prior to February 15:

  • In an operation, when you used the frequency “month” and enter more than 1 in “Every” , it still showed the operation every month.

  • The software did not consider the end date when using the “month” frequency.

  • Corrected the update process between version
  • Change the label for the Income category from “Loan” to “Miscelaneous Income.”
  • Correction in the calendar’s display when the description from an operation had line break in the description.
  • Corrected the displayed balance with cents after doing a balance adjustment

 

For those who bought Budget Express after February 15:

  • Correction in the calendar’s display when the description from an operation had line break in the description.
  • Corrected the displayed balance with cents after doing a balance adjustment
  • Corrected the update process for Mac

New functionalities:

Saving the budget database file.

1 – You will now be able to save your database file wherever you want, on a USB key or in the cloud (Google Drive, icloud, Dropbox, etc.). The saved file is done within a particular budget and can only be retrieved within this same budget. This process is available from the profile page when you click on a particular budget.

 

2 – The next “budget file savings” function will be developed shortly. The import/Export database file function will let users works on the same budget from more than one computer as well as serve as a backup file.

New Installation Procedure

The installation process for Mac users has changed. No longer you will have to copy the file from the download folder. The installation file is now a .pkg file (it was .zip file). When you install the file, it will automatically be installed in the application folder. The same process is used to do the update for Budget Express except that it does not create a new database file.