The first visible change in this release is the installer, which we have redesigned from scratch:
For Windows and Mac OS X you no longer need to install Java on your own. The installation process is much simpler,
with no arcane tricks to make Java work under Yosemite or El Capitan. You also avoid the frequent Java
For Linux, you can now choose among many installers: a Shell script for all distributions, and also RPM
(Red Hat, Debora, Suse...) and DEB (Debian, Ubuntu...) packages.
Using the shell script, we even had BudgetView run on a Raspberry Pi with no problem!
A consequence of this redesign is that the automatic update will not work for this version. You need
to manually install BudgetView on your computer.
The second visible change in this release is the look&feel of the interface:
We have updated the interface to:
Provide a better guidance for new users
Have a crisper rendering on Retina displays
Ease the selection of months (with a pop-up menu triggered when you click on the month label at the top left corner of the screen)
If you purchased our extensions, vous pouvez maintenant voir l'évolution du solde
de vos comptes sur 4 mois au lieu de 2 dans les vues Tableau de Bord, Budget et Relevés.
Improved management of savings accounts
It is now possible to categorize transactions from savings accounts in envelopes outside the "Transfers" area.
This means for instance that you can create an "Interest" envelopes in the "Income" budget area to categorize
your annual interest transactions.
We still have a long way to go before having a clear and easy management of internal transfers. This will remain
a focus in our next releases.
Online help improvements
We have removed the help pages embedded in the application and improved the online help
in order to have a more complete and coherent support repository.
As always, this version brings a set of various fixes:
The dashboard page was in some cases showing a long series of 00000.
The Undo action was not working properly after using the "Shift balance to next month" action.
The sub-envelopes were not properly sorted in the Categorization view.
If you are using a previous version of BudgetView:
Version 4 of BudgetView introduces important changes in the way your budget
is represented within the software. We have extensively tested everything, through
a suite of more than 1500 automatic tests and through our own manual tests. However as a precaution we
recommend that you backup your data before installing the new version.
To download this version, go to our Downloads page:
And as always, please do not hesitate to write us at
to tell us what you think about this release, and how we can make BudgetView even better.
version 4.02 august 31, 2015
For this version we have mainly worked on simplifying the initial setup for newcomers.
We have improved the onboarding wizard and also revisited the organization
of the envelope edition dialog:
In terms of new features, users of the "Analysis" add-on will find a new view: the evolution of the envelopes.
This view lets you observe the evolution of each of your envelopes over time, up to the last three years.
Some of you were requesting a longer timespan for the forecasts.
We have increased the maximum to 60 months, which you can set in the Preferences panel.
We also added some color schemes. You can change the theme in the File / Preferences menu.
version 4.01 may 9, 2015
This version integrates a few fixes, and clarifies the fact that BudgetView is now a free application that
can be optionally extended with paid add-ons.
version 4.0 april 19, 2015
A whole new interface
In the last months, we have redesigned the entire interface to simplify
two things: the discovery of the application by new users and the management of multiple bank accounts.
We are now pleased to present a brand new look&feel for your application:
The main changes are detailed below.
A "weather forecast" for your bank accounts
Managing a budget is first and foremost about answering one question: "Is there a risk of overdraw in the near
BudgetView 4.0 answers this question directly:
Forecasts are available on each of your accounts: a cloudy or rainy weather indicates a risk of overdraw by the
end of next month..
The Dashboard, Budget and Account views now use the same left-hand sidebar with an overview of all your
You can hide or show the graph of the evolution of the balance of each account, and also select an account to
see only the relevant information in the rest of the view. With this new logic, you can easily monitor each
With these changes, the specific Savings Accounts view has disappeared: savings accounts are now
represented in exactly the same manner as current accounts.
A more flexible management of multiple accounts
Since the origins of BudgetView, the calculation of the forecast was made for all current accounts as a
whole - it was not possible to follow the evolution of a specific current account.
In the 3.14 release, we have allowed to follow each account individually by associating each envelope
to a given account. However, this solution was too restrictive for some of our users, forcing some of
them to duplicating several envelopes.
Version 4.0 corrects this by offering a much more flexible approach: envelopes are now by default
related to all current accounts, and the projection into the future is based for each account on the
behavior observed in the two last months.
Thus, if you only use one of your accounts to your envelope Leisure , the provisional calculation will take
into account that rate. If you have completed one third of expenditures on an account, and two thirds on
another, this same distribution will apply in the forecast.
In cases where you feel it necessary , you can always edit any envelope and specify that it applies only to a
given account. The projections will then be made exclusively on the account, and the envelope will not be
visible in the Categorization view when you select an operation of this account.
We have changed the way to represent transfers between your accounts. Now, the "Savings" block in the Budget view
becomes "Transfers" and welcomes all your transfers: transfers to or from your savings accounts,
but also transfers between your current accounts.
A base version that becomes... FREE!
To share the best budget forecasts with a larger number of users, we make the heart BudgetView 4.0 free.
Some features become paid add-ons:
Creating envelope groups in the Budget view
The whole analysis view
the visualisation of your budget on the Android app
These add-ons are presented in a new dedicated view:
If you had bought a BudgetView activation code for earlier versions, it remains of course valid and
automatically activates all available add-ons.
version 3.13 january 11, 2013
BudgetView now saves the size of the window and the various blocs in all views.
When launching the application, you'll then find it in the same state as you left it.
You can now duplicate projects.
Split transactions are now recognizable in the Budget and Categorization tables.
Fixed an error that caused incorrect account positions.
...and other minor evolutions and fixes.
version 3.11 october 13, 2013
This version provides a few bug fixes.
To upgrade BudgetView, you just have to launch it, wait for a few seconds, and follow
the instructions that will appear on the screen. If you don't have BudgetView yet,
download it now!
And as always, please do not hesitate to write us at
to tell us what you think about this release, and how we can make BudgetView even better.
version 3.10 september 30, 2013
This version features a new way to manage your projects:
You can now;:
Activate/deactivate projects or project elements to perform simulations
Shift all the elements of a project to another month
Integrate recurring expenses over several months, for instance loans
Integrate transfers, for instance between your savings and main accounts
Set images to your projects, either from pictures located on your computer, or by copy/pasting them
from another application such as your web browser
Set notes, hyperlinks and images to project elements
To start with, we encourage you to take some time to set images on all your projects - you'll see how
this gives a far better appearance to your budget!
version 3.09 August 16, 2013
This version contains a few fixes, mostly in direct connections to French banks (CIC).
version 3.08 August 6, 2013
This version contains a few fixes in the following areas:
Restoration of backup files.
It also features two new color themes, available in the Preferences dialog.
version 3.07 April 29, 2013
This version contains minor fixes and evolutions:
You can now delete accounts and envelopes through the right-click pop-up menus.
The application now accepts non-standard OFX files where the account positions use a "--100.00" format
(with two minus signs... go figure!)
The application now accepts OFX files containing transactions but no account.
Fixed a problem which caused the application to remain in the background after quitting under Mac.
Reinforced the protection against data corruption when using several instances of BudgetView with
the same data directory. Please note however that this use case is still not supported, and should
be avoided whenever possible.
Fixed an error when updating the current date when the application remains open for a few days in a row.
Fixed an error that could lead the application to use much more memory than usual.
version 3.06 April 5, 2013
The Android companion to BudgetView is now available on
version 3.05 May 26, 2013
It is now possible to print the list of transactions displayed in the Accounts and Categorization
views. To start printing, use the "Action" menus located near the transaction lists.
The Accounts view has been reorganized, and now features position graphs for each account. You
can click in a graph to select the corresponding transactions.
The number of ignored and auto-categorized transactions is now displayed at the last step of the
Improved look&feel and performances on Windows.
This version also includes various fixes.
version 3.0 April 21, 2013
New in this version:
The BudgetView Android app is now available! This first version lets you visualize your budget on the go
with your smartphone or tablet. It is available as a preview version for now so that you can help us
improve it, and it should be available in Google Play in a few weeks.
You can now edit a manually created transaction. To do this, just right-click on the
transaction and select "Edit..."
You can also move the storage directory used by BudgetView, for instance to put it on a backed up
or shared directory. To do this, go to the "File / Preferences" menu, and then select the "Storage" tab.
Please note that if you use a cloud storage system such as Dropbox or Google Drive, you need to make sure
one BudgetView instance uses this directory at a given time, or your data could be corrupted.
And as always, this release includes the latest bug fixes.
version 2.34 March 11, 2013
New in this version:
CSV import: the application now manages cases where values are wrapped in quotes ('...') or double-quotes
CSV export: added an Account column, and translated the column headers depending on the language used by the
It is now possible to change the language (English/French) from the Preferences dialog.
New green color theme available in the Preferences dialog.
Fixed a few errors, for instance when importing Microsoft Money files, or when managing dates when
the application remains open several days in a row.
version 2.33 December 15, 2012
The Linux downloads page now features
a ".deb" package to help you install BudgetView on your Ubuntu or Debian system.
Fixed an account position computation error that occured in some cases during the
upgrade to the 2.32 version.
version 2.32 December 3, 2012
Manual input of transactions:
You can now enter transactions in all accounts, even those for which
you import files. You can then reconcile these transactions after subsequent imports.
When entering transactions, BudgetView now auto-completes the label, and
categorizes them automatically based on the existing transactions.
BudgetView now detects automatically discrepancies between the position of an account
and the corresponding sequence of transactions. This lets you detect missing or duplicate
transactions for this account.
BudgetView now handle more credit card configurations - for instance a credit card
for transactions between the 20 of each month, with a transfer on the 15th two months later.
A right-click on any graphic of the Analysis view now displays a pop-up menu
to navigate to the corresponding transactions.
Sub-envelopes are now displayed in the table located at the bottom of the Analysis view.
Sub-envelopes are created automaticall for each item in a project. You can
then see the completion rate for each item in the project edition dialog.
The printed report now includes a page representing the "Budget" view,
with all the envelopes and the corresponding completion rates.
The View menu now includes a few functions for selecting the current month, current year, etc.
Operations are now displayed in green or red, depending on their sign,
in the tables of the Accounts and Categorization views.
Added the main Swiss and Belgian banks
BudgetView is now compatible with the latest security mechanisms of Max OS X Mountain Lion.
version 2.31 June 18, 2012
This version provides support for Java version 1.7, eliminating an error
when downloading or categorizing transactions.
Two additional fixes are also included - an error in the display of sub-envelopes
in the Analysis table view, and another in the processing of deferred debit cards.
version 2.29 May 18, 2012
In the Analysis view, you can now see the details of sub-envelopes for a given envelope. To use
this, click on an envelope that contains sub-envelopes in the corresponding repartition chart : you will see
"Show sub-envelopes" button appear just below the chart.
This version also includes a few additional bug fixes, for example when importing OFX or CSV files,
using the OFX direct download option with some banks, or in the display of envelopes related to
projects in the Budget view.
version 2.28 May 2, 2012
You can now carry over the remainder or the overdraw of an envelope over the next months.
For instance, let's say that you spent only 100.00 out of 150.00 in leisures this month. Using this
function, BudgetView will automatically carry the remaining 50.00 over the next month, setting the
planned amount of this envelope to 200.00. To try this, click on the envelope name in the Budget
view and select the "Carry ... over" menu option.
BudgetView now better handles non-standard date formats in OFX files
In the login screen, you can now select an user name among the list of existing
This version also includes a few additional bug fixes. For instance, BudgetView does not
request incoming connections anymore, and we also fixed an error that occured in some
specific cases when editing envelopes.
version 2.27 April 16, 2012
You can now better control how transactions are planned in the future, by forcing a given
envelope to plan only one transaction per month, on a given day each month. This is useful for instance
to tell BudgetView to plan your salary as a single transaction on the 29th of every month. To use
this feature, click on the envelope name in the Budget view and go to the "Forecast" tab.
You can now edit the labels of transactions, by right-clicking on them in the Categorization
and Accounts views.
When importing files or creating accounts, you can now add your own bank to the list.
When entering a transaction, you can now select a month in the past, even if this month is
not displayed in the time bar at the top of the screen.
This version also includes a few bug fixes, for instance in some specific cases when importing
version 2.25 March 13, 2012
You can now import CSV (Comma-Separated Values) files, coming for instance from a spreadsheet
program such as Excel or Numbers. For more information, please read the
CSV import guide.
Two new options are available in the preferences dialog available from the "Files / Preferences" menu:
Change the date format (for instance "March 13, 2012" instead of "13 March 2012")
Change the color theme of the application
When using the application for the first time, you now have the ability to see
BudgetView at work on a demo account.
The version provides a few bug fixes - for instance an error occuring when deleting an operation
in some cases.
version 2.23 January 29, 2012
You can now print reports from BudgetView, by using the "Print..." option
in the File menu. Please note that this is a very first version of this feature - as always,
You can now use your activation code on two different computers.
Various minor fixes and improvements.
version 2.17 November 29, 2011
Hello world! This is the first version in English.