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Category: Support

4.0 Bugs

As some of you know, I had shoulder surgery last month. As those that know, it is a very painful recovery. I was in the middle of testing version 4.0 when I tripped at home injuring myself. 4.0 was an important release since it was my first MacOS 64-bit release and Mac users who had upgraded to the Catalina release, including myself, could no longer run MintToReport.

I knew there might be bugs in the part of the balances of the new release since I didn’t have a chance to test it. But since my Mac users could not run the last version, I had to make an early release without knowing (due to pain killers) where I left off in the 4.0 release.

Please bear with me as I try to get back to work on the Balance portion of the software. I know that the balance calculation is not working properly, thus I labeled it as a beta. I will resume work as soon as I can.

Version 3.5 is now available

Version 3.5 changes

If you are running version 3.2.0.0 or later, just start MintToReport on your computer to update the software. Otherwise, visit the Downloads section of your Account Page.

  • Changed text alignment in PDF export
  • Fixed: Depending on a user’s latest transactions, you could receive an error importing.
  • Minor Windows and macOS tweaks.

MintToReport 3.0 (now available) Win64 and macOS 1st week of February

minttoreport3-2MintToReport (Win 32 version) is now available!
Windows 64 and macOS (supporting the newest version, Sierra!) are right around the corner!

The features are going to be the same in all OS versions. See the new features on the MintToReport Win32 blog post.

All current MintToReport customers with ongoing support will be able to upgrade to MintToReport 3 (win64 or macOS) when available! That also means if you wish to move your Windows version to your Mac, no problem.

Bookmark this post as I will be updating it throughout the development process.

About Mint.com exported TAGS

It is important to understand how MintToReport handles Mint.com tags. When you export from Mint, Mint does export all of your attached TAGS. But unfortunately, they do not include any delimiters between each tag but instead, separates each tag with a single space.

Let’s say you have a transaction from Chevron where you got gas and tagged that transaction on Mint with three tags: Auto Fuel, Auto Expense, and Business’. When you export your transactions the Chevron transaction will look something like this:

"Date","Description","Original Description","Amount","Transaction Type","Category","Account Name","Labels","Notes"
"1/19/2016","Chevron","CHEVRON ...","10.31","debit","Groceries","BofA Checking","Auto Fuel Auto Expense Business",""

You’ll notice that your three tags now actually looks like 5 tags and that is exactly how MintToReport will see it. MintToReport has no idea that ‘Auto Fuel’ and ‘Auto Expense’ are just two tags. It thinks it sees four tags. It is not that big of a deal, but it needs to be pointed out. Version 2.0 makes creating tag reports a breeze, but it will look confusing if you have tags that contain more than one word.

You have two options to make sure MintToReport creates a Tag Report correctly:

  • RECOMMEND METHOD: Edit your Mint Tags on Mint.com making them just 1-word tags. IE: Auto_Fuel, Auto_Expenses
  • If you want to keep your 2-word tags just make sure when you are filtering in MintToReport, you filter by every word the tag contains.

How to move your MintToReport license

IMPORTANT

The RESET function was designed to make it easier to move your license from one PC to another. Once you have reset your license on a PC it can NEVER be re-registered on that PC again. Only use this function if you are planning permanent moving MintToReport.

When you install and register your MintToReport license on your PC it is pretty much locked there. One of the new features in version 1.5.0.0 is the ability for customers to RESET their current installation of MintToReport (basically un-registering it) allowing them to install and register it on another PC.

Follow these steps to RESET you current MintToReport installation. You need to be running, at least, version 1.5.0.0 in order to use the RESET function.

  1. Start MintToReport on the PC that you want to move.
  2. Click on the Help Menu > About to bring up the About Box.
  3. Click on the Registration Tab.
  4. Click on the RESET button.
  5. Once MintToReport has confirmed it has been reset you can then uninstall the software and install it on the new PC.