6.2.1
2023-10-19
Improved compatibility with macOS Sonoma
6.2
2023-09-13
• improved support for macOS Sonoma
• support for desktop widgets in macOS Sonoma
• iOS 17 and macOS Sonoma have different calendar permissions. Debit & Credit requires full calendar access, the app now displays correct permission request for that.
6.1.5
2023-06-11
• fixed bug when a balance forecast could be incorrect if you have recently moved to a different timezone
• slightly improved PIN code entry animation, there is a very small delay now after typing the last digit
6.1.4
2023-05-11
Added support for Apple Savings account.
If you have an account called "Apple Savings" and you create a new transaction on an account called "Apple Card", the app will automatically create a cashback in the savings account. Any existing scheduled transactions with Apple Card will need to be edited to make the cashback account change to Apple Savings.
4.0.3
2020-03-07
Minor bug fixes
4.0.2
2020-02-24
Small bug fixes and improvements related to financial plans.
4.0.1
2020-02-20
Financial Plans
A completely new section of the app that allows you to create a financial plan for the next 12 months and then compare your financial performance against it. A great tool to see your future net wealth and make decisions about your financial future. To use financial plans you need to need a Mac with macOS 10.15.
Tax Related Improvements to Reports
Now you can export report data with transactions into a single CSV file or to Numbers app. This is great if you need to prepare a categories report with transactions for your tax accountant. At this moment the following reports support this feature: "What do I spend my money on?", "Where do I spend my money?" and "What are sources of my income?"
In this update:
• accounts that have "Exclude from net wealth" option enabled are no longer included into financial plans
4.0
2020-02-18
Financial Plans
A completely new section of the app that allows you to create a financial plan for the next 12 months and then compare your financial performance against it. A great tool to see your future net wealth and make decisions about your financial future. To use financial plans you need to need a Mac with macOS 10.15.
Tax Related Improvements to Reports
Now you can export report data with transactions into a single CSV file or to Numbers app. This is great if you need to prepare a categories report with transactions for your tax accountant. At this moment the following reports support this feature: "What do I spend my money on?", "Where do I spend my money?" and "What are sources of my income?"
3.2.7
2020-02-06
This update improves compatibility with the upcoming big update of Debit & Credit.
3.2.6
2019-12-01
Bug fixes
3.2.5
2019-11-25
• fixed bug when "Amount" column was sized incorrectly in the table view mode
• fixed bug when sometimes dark mode was not applied correctly in the reconciliation mode
3.2.3
2019-11-15
• fixed bug when sometimes scheduled transactions were sorted incorrectly
3.2.1
2019-11-07
New date periods for reports: "Last Month" and "Last Year". Also, report date period selection is visually improved, you can see what dates will be covered by each period.
3.2
2019-10-31
Shared Scheduled Transactions
Now in addition to accounts and budgets you can also share scheduled transactions with other iCloud users (e.g. members of your family). This option has to be enabled in the app preferences after sharing accounts. Please note that other users will have only "read-only" access to your scheduled transactions. Shared scheduled transactions are displayed in a separate section in “Scheduled”.
Important compatibility notice: should you decide to share your scheduled transactions, please make sure that you installed version 3.2 on all of your devices.
Improvements to Statement Reconciliation
When you finish reconciling your account, your closing statement balance is saved and then is suggested as an opening balance for the next reconciliation.
3.1.2
2019-10-04
Improvements related to support of "Unlock with Apple Watch" in macOS Catalina. This feature is automatically available if you enable PIN code in the app.
3.1.1
2019-09-25
• now you can select parent categories for budgets separately from child categories
• fixed bug when search could be activated in 10.13 High Sierra
• fixed bug when sometimes budgets could be synced incorrectly between devices
3.1
2019-09-12
Support for Apple Card Quick Cashback Entry
If you create a new transaction on "Apple Card" account, the app will automatically suggest creating a daily cash transaction on "Apple Cash" account (if you have one).
Share Extension
Now you can share a PDF or an image from any other app to quickly create a new transaction with that file in Debit & Credit. Just right click a file in any other app and select "Share" in the menu (you might need to activate "Debit & Credit" there). This is very useful if you often create new transactions with invoices or receipts that you get via email. Moreover, the app will analyze the file you share with it and it will try to suggest the relevant payee, category and account when possible. With time as the app learns it might be able to extract amounts from invoices as well making adding a new transaction a one click experience.
Unlock With Apple Watch
If you use PIN code protection in the app, you will be able to unlock the app with your Apple Watch (watchOS 6 and macOS Catalina required).
Interactive Reports
Now you can click and drag on a report graph to see its details, just like in the iOS version of the app.
New Date Periods for the Wealth Forecast Report
Now you can select from next 3, 5 or 10 years when forecasting your net wealth or account balance.
Improved Handling of Multiple Timezones
Previously the app could separately display transactions made on the same day in different timezones. Now it should handle them correctly.
Bug Fixes:
• fixed bug when sometimes the app could show accounts/budgets share as pending in the app settings when it was accepted
3.0.5
2019-07-08
Improvements related to QIF file import
3.0.4
2019-06-25
Small improvements related to account folders
3.0.3
2019-06-10
Bug fixes
3.0.1
2019-05-09
• bug fixes and improvements related to the account folders support added in version 3.0
• transaction attachments are now uploaded to iCloud faster
• new search operators: "before" and "after". They are used to filter search results by a date period. You can read more about search operators in the user guide.
3.0
2019-05-05
This update brings support for account folders. Now you can group accounts into folders and optionally have balance for those folders displayed.
To create a new account folder, use the "Account" menu in the menu bar. Premium version is required.
More info on account folders:
https://debitandcredit.app/help/accounts-folders.html
2.10.6
2019-04-25
This update improves compatibility with the future update of Debit & Credit.
2.10.5
2019-04-03
• you will now see a separate warning message if you try to delete a transaction that was previously reconciled
• when multiple scheduled transactions are selected and you right click one of them, the number of transactions will be mentioned in the menu (e.g. Pay 2 transactions)
• improved date selection, now if you press down or up key on keyboard the app will correctly switch to next/previous day or month
• improved error messaging for exporting transactions to Numbers app
• fixed bug when the option to save report settings was not appearing in some cases
• fixed bug when incorrect date was applied for payments of overdue scheduled transactions
2.10.4
2019-03-28
Improvements to Dark Mode support in macOS Mojave
2.10.2
2014-10-31
We added support for Continuity Camera in macOS Mojave. Now you can add new attachments to your transactions by taking photos or scanning documents with your iPhone or iPad.