Hats off to Taylor on this. I finally finished compiling the change log on the upgrade page (you can get to it by starting up Pro — it will detect that your version is outdated and bring you to the download page) and realized just how much work he poured into this new version.

First things first: a lot of bugs were fixed.

Okay, now on to the good stuff.

You can now import transactions from your bank file in both .ofx and .qfx (webconnect) format. This works like a champion. Newly imported transactions are checked against what’s already in the Register for potential matches — they’re marked in bold until you Accept or Delete them.

Honestly, I never really gave the whole import thing much credence. I figured Julie and I already spent such a minimal amount of time managing our money that it couldn’t possibly do much more. Holy smokes was I wrong. Reconciling is a piece of cake. Julie said, “It’s not that it saves so much time with entering transactions, just in going back and checking and re-checking to make sure you included everything from the bank.”

She hit the nail on the head. The time savings is unbelievable. I stand humbly corrected. I’m down with importation. Very down.

Okay, another very cool feature. Every transaction can now be flagged for whatever reason you like. The flags come in various colors. Some are going to want to flag transactions as Not Yet Cleared, or Come Back to This Later, or Why Did I Buy This. It’s entirely up to you. The functionality is there either way.

The Budget and Register now have a built-in drop-down calculator. This is nice for very obvious reasons. Need to figure out how much you should budget for that semi-annual bill anyone?

There are other little things that will make data entry faster. You can now start typing the Master Category of a transaction. When it pops up, just hit the “:” button and the Master Category will automatically be filled in. You can then type to find the Category.

I know I’m forgetting some other features as well.

Thanks goes out to the many active forum members that provided such invaluable feedback. Please keep it coming! We’ll be starting on improvements shortly.