Undoable edits; re-orderable transactions; negative balances
Hello all, Another two Fridays, how about another release? What's new in build 0.230519: • Creating, modifying and deleting transactions are now all undoable. • Transactions on the same date can be re-ordered by drag and drop in the transaction list. This might be useful to correct situations where the order is fiscally material (such as doing a sell before a buy). • Negative cash and share balances are supported. To enable this, choose Portfolio → Portfolio Settings… and turn on the "Allow negative balances" checkbox. Tradesy will no longer complain about insufficient cash or shares when logging a buy or a sell if such a transaction causes the balance to fall below zero. • Fixed a bug where after modifying transactions in bulk the changes would only persist for the first transaction. Whoops. • Improved compatibility in transactions importing (extra text after a symbol name is ignored; dividends and other yields need not specify the number of shares). • Various minor user experience improvements related to portfolio & transaction display. • MacOS 11 (Big Sur) or newer is now required. This was necessitated by using new API to make managing the transactions list smooth and efficient, particularly in conjunction with the new undo support. As usual, you can update in-app, or download from the web site. Happy long weekend! -ben
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Ben Kennedy