Changelog

Multi-currency support

Track accounts, contacts, invoices, bills, estimates, and credit memos in foreign currencies. Exchange rates fetched on demand or entered manually. Reports always convert back to your base currency. Cross-currency transfers calculate FX gain or loss automatically.

Chart of Accounts report

New report with Excel, PDF, and CSV export. Lists every account with balances, activity counts, and metadata. First piece of the upcoming Accountant Export Package.

Credit card reconciliation payment

Optionally record a payment when finishing a credit card reconciliation. Statement date auto-advances by one month and remembers your preferences.

Manual reconcile status toggle

Click the status column on any bank register row to toggle between blank, Cleared, and Reconciled without running a formal reconciliation.

Reorganized Preferences

Two-column layout splits app-wide settings from per-company settings, with a warning before leaving unsaved changes.

Reply-to email verification

The built-in email service now verifies your reply-to address before sending, protecting the sending domain.

Email invoicing

Send invoices, estimates, credit memos, and vendor credits directly from AllMy Ledger with customizable templates, merge fields, and an undo-send countdown. Use Gmail, any SMTP provider, or the built-in AllMy email service.

Credit memos and vendor credits

Issue customer credit memos to refund or credit invoices, and vendor credits to offset bills. Apply to multiple documents, auto-apply oldest-first, unapply, or refund to a bank account.

Contractor management

Track W-9 and W-8BEN tax forms with full form history. Upload, download, and drag-and-drop PDFs.

Smart bank import matching

Four-tier duplicate detection: transaction ID exact match, date and amount exact match, fuzzy date match (plus or minus seven days), and split-combination matching. A pre-match preview shows results before importing.

Recurring calendar view

Monthly calendar showing upcoming recurring transactions at a glance.

Inline attachment storage

Store file attachments inside the database file (new default for new companies) or in a folder alongside the ledger. Switch between modes anytime in Preferences.

System-default date and number formats

New installations auto-detect your operating system locale; override with explicit formats in Preferences.

Recurring Transactions Phase 2

Generate Now button for on-demand occurrences, occurrence history drill-down, price escalation (percentage or fixed amount per cycle), a Recurring Summary dashboard widget, overdue alert on file open, weekend adjustment (previous Friday, next Monday, or nearest weekday), pause and resume with a configurable resume date, and end-of-month handling for months with fewer days.

Recurring badge on generated transactions

Transactions generated from a recurring template now show a badge that links back to the template.

Recurring Transactions Phase 1

Create templates for invoices, bills, expenses, and journal entries with weekly, biweekly, monthly, quarterly, or yearly frequencies. Auto-generate or manually generate occurrences. A "Make Recurring" button appears on bank register rows.

Duplicate transaction

New Duplicate button on the bank register, invoices, bills, expenses, and journal entries.

Void and delete journal entries

Both actions are now available directly on the journal entries page.