Revision History

This page details the latest release of QMate, the planned improvements and all of the features added to previous releases. If you have ideas for improving QMate I would love to hear from you. Please send your suggestions to sdakin@qmate.com.

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Latest Release

QMate 1.5.3 - released February 6th, 2000

• QMate now supports repeating transactions. Any memorized transaction can be set to repeat on a weekly, bi-weekly, monthly, twice yearly or yearly basis. To set the repeat frequency and start date for a memorized transaction, go to the Edit Payees dialog, select the desired transaction and tap the Details button.
• You can have QMate check for repeating transactions each time you run it by selecting the "Auto enter repeat trans" setting in the Preferences dialog, or you can invoke a check manually by selecting the "Check Repeat Trans" item from the Options menu.
• Users who enter checks in QMate to be printed in Quicken will likely appreciate this next feature. You can now enter an address for a transaction; this address will appear on the check when printed in Quicken. This feature and the previous one can greatly simplify monthly bill paying. Please note: only the Windows version of QSync supports this feature.
•  I added a currency conversion pop-up dialog that displays the currently entered transaction amount,conversion rate and the converted amount in the base currency. Tap the '=' trigger button to the right of the amount edit field on the Edit Transaction dialog to display the currency conversion pop-up dialog.
• The 1.5.2 release of QMateEntry had a couple of problems which I fixed.
• Bug fix: when using the Edit Categories dialog to create new subcategories they were not always being inserted in the proper place.
• Bug fix: QMateEntry used to launch QMate when you did a Find; QMate would crash if launched from QMateEntry and no accounts existed.

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Planned Improvements

• QMate 1.6: account balances updated when transactions are imported, CSV file support.
• QMate 2.0: Direct synchronization with Quicken (without using QIF files). I am looking into providing direct synchronization support with MSMoney.

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Previous Releases

QMate 1.5.2 - released October 7th, 1999

• Go to top and Go to bottom commands in the Lists menu - these commands make it easy for you to quickly jump to either end of your accounts or transactions list.
• Option to display cleared status on the Transaction list screen - shown as a checkbox that is an operational control; clicking it will toggle the cleared status of the selected transaction. Using this in conjunction with the Transaction Show function you can have QMate "hide" items as you check them. This makes QMate a useful tool for reconciling bank or credit card statements.
• Memorized Transactions improvements:
  1. lookup field on the Select Payee dialog.
  2. locked memorized transactions - you can now lock a memorized transaction so that its values remain fixed; any changes made to a recalled memorized transaction apply to the recalled instance only and not the one stored in your master list.
  3. quick next feature - if you have memorized transactions that have very similar payees (for example, I pay for two separate phone lines and have them entered as Pacific Bell (1) and Pacific Bell (2)) you can enter a carriage return character when using QuickFill in the payee field after matching the first one and QMate will enter the next memorized transaction.
• Category List improvements - you can now edit, create and delete categories from within QMate. The recommend method to set up your category list is still to import them but these new enhancements will make working with categories even easier. Also, I added a lookup field to the Select Category dialog.
• New Transaction shortcut - when in the Transactions list you can enter a character in the grafitti area and QMate will automatically create a new transaction for you and begin the payee with the character you entered. QuickFill is also supported in this feature.
• Number field enhancement - tapping the left side of the Number field label will decrement the transaction number, tapping the right side will increment it. This is similar to the data field feature.

Not really a new feature but I thought I'd mention it anyhow:

• I reordered the menus to make QMate more consistent with other Palm apps.

And now for some exciting news. I'm pleased to announce the release of a new QMate add-on: QMateEntry.

• QMateEntry is a very simple Palm app (less than 450 bytes in size) that launches QMate with a special notification telling QMate to create a new transaction and navigate to the New Transaction dialog in the account you last used in QMate. Using one of the many launch hacks available or the button reassignment feature built into the newer Palm models, you can use QMateEntry as a one-button means for quickly creating a new transaction in QMate. Also, if the last used account is not the one you want to use, simply choose the correct account in the Account pop-up menu in QMate's New Transaction dialog. This greatly simplifies entering expenses in "real time."

• Password protection
• Smart updating - automatically updates databases from earlier versions
• Multiple currency support with conversion rates
• Increased number of supported accounts from 15 to 32
• Added two new account types: Asset and Liability
• Added default currency for each account (see Account Details dialog)
• Improved interface for entering transfer transactions (look for Xfer button on New/Edit Transaction dialog)
• When using the next or previous field graffiti strokes in the payee field to accept a memorized transaction, QMate will select the text in the next (amount) or previous (number) field. This facilitates changing the memorized values.
• Cleared status for transactions can now be set for all transactions the same way synced status can
• Two new purge options: all or single account specification; and you can specify either an 'Or' or 'And' operation for the Synced, Cleared and More than ... days old checkboxes
• Graffiti Help window
• Preferences changes: removed "Currency symbol" (since each account has its own default currency); added currency formatting options

• split transactions
• true chronological sort (time is saved in addition to date but never shown)
• extended max length for QMate fields:
  • account names (from 15 to 32)
  • payee (from 40 to 64)
  • category (from 31 to 64)
  • memo (from 31 to 64)
• preference for always setting new transactions' date to today
• check number limitation fix
• fixed purge bug where future-dated transactions were deleted using "more than X days old" option
• fixed minor bugs on edit account dialog: command-K did not display keyboard dialog (nor did keyboard dialog shortcut), next and previous field graffiti characters did not navigate between fields, auto-shifting behavior improved

QSync Win 1.4

• split transactions
• preference setting for date delimiter ('/' or '.') - primarily for European users

QSync Mac 1.4

• split transactions
• NOTE: I skipped version number 1.3 for QSync Mac to make it consistent with the rest of the product

• added support for Quicken 98 QIF file format which allows multiple accounts to be imported using a single file.
• added date delimiter preference - dates can now be delimited with dots ('.') or slashes ('/'). For example, 6/6/97 or 6.6.97.
• you can configure the account type strings used by QSync. The defaults are "Bank", "Cash" and "CCard". Some foreign versions of Quicken require these to be localized (e.g., the Brazilian Portuguese version).

QSync Mac 1.2 (11/30/97)

• added support for Quicken 98 QIF file format which allows multiple accounts to be imported using a single file.

• reverse text entry bug fix.
• improved account balance updating preference (now it only affects purge command, not manual deletions of individual transactions).
• fixed problem with using Install App program to load QMate databases.
• Delete option on category and payee selection dialogs.
• new icon.

QSync Win 1.3.1

• memorized transaction importing.
• improved option for restoring saved accounts.
• QSync can now handle subcategories beyond the first level (e.g., "Groceries:Wine:Cabs") if the match categories option is disabled in QSetup. Please see the latest user's guide for more information.

QSync Mac 1.1

• category list importing.
• PalmPilot Expense™ support.
• new icon.

• memorized transactions.
• Payee field QuickFill.
• transaction "Show..." option to include transaction number in transaction list - also affects sorting when by payee.
• preference for having Synced transactions update account balances when deleted (or purged).
• improved purge options: synced, cleared or number of days old.
• Sync/Unsync menu command to set the synced status for all transactions (only Sync part is new).
• selected category is displayed at the top of the list in the category list dialog.
• changed Description field label to Payee.
• info dialog distinguishes trial and registered versions.
• fixed auto-shift bug.

QSync 1.3 (7/13/97)

• account database backup and restore (latter is only available in the registered version).
• when used in overwrite mode, QIF files that don't have any new transactions are deleted (caveat syncor).
• fixed problem with importing transactions containing commas in the amount field.

• system find.
• QuickFill for category field on Edit Transaction dialog.
• ascending/descending sort order preference for transactions.
• page up/down buttons navigate to prev/next transaction in Edit Transaction dialog.
• tapping on left or right half of date field in Edit Transaction dialog decrements or increments the date by one day.
• European number format (1.000,00) for account balances and transaction amounts (determined by your system preferences).
• account deletion bug fix.
• purging synced transactions updates account balances [version 1.2.4].
• added 'SEND' number field shortcut (changed 'XFER' to 'XMIT') [version 1.2.4].

QSync 1.2 (3/16/97)

• QIF file importing.
• option to sort category list alphabetically (instead of by income/expense classification) prior to importing it.
• improved storage algorithm for category database - requires less space to store your category information (to take advantage of this feature, delete your categories in QMate and re-import them).
• each QIF file generated by QSync begins with the !Type specifier line that some versions of Quicken require.
• categories beginning with a number are no longer ignored.
• Mac desktop sync support [version 1.2.3].
• CatList.qif file can be placed in either your input or output directory [version 1.2.4].
• added 'SEND' number field shortcut (changed 'XFER' to 'XMIT') [version 1.2.4].

• account transfers.
• amounts less than 1.00 properly update an account's balance.

QSync 1.1 (12/6/96)

• fixed bug that was causing some transactions to not be marked synced after a HotSync.
• compatible with latest version of HotSync 1.1.
• looks for either "CatList.txt" or "CatList.qif" when importing categories.

• 1.0 (11/15/96): first general release.
• 1.0b2 (11/6/96): added category list dialog; fixed bug which caused a conflict with MenuHack.
• 1.0b1 (10/23/96): added UK date format (DD/MM/YYYY and DD/MM/YY) support which is read in from the Pilot system preferences.
• 1.0b0 (10/18/96): initial tester's release.

QSync 1.0

• 1.0 (11/15/96): first general release.
• 1.0b2 (11/6/96): added category list import feature for copying category information to Pilot; moved the date format and output directory settings to the Windows registry.
• 1.0b1 (10/23/96): added preferences file for user-configurable date format and output directory.
• 1.0b0 (10/18/96): initial tester's release.

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See Also:

• Known bugs.

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