MoneyWorks support
Using AI with MoneyWorks
MoneyWorks Gold 9.2.5 and later includes a Model Context Protocol server that allows a local AI client to query and control MoneyWorks on your computer. Requirements MoneyWorks Gold 9.2.5 or later and a desktop AI client app that supports local … Continue reading
Change History for 9.2.5
Beta — not yet released. Contact Cognito for beta access MCP server to allow your AI to work with MoneyWorks Gold Stripe Bank Statement Importer Calendar updated holidays to end 2029 Analysis window will run report on the server when … Continue reading
Change History for 9.2.4
December 2025 General Windows 32 → 64 bit migration If you have the 32-bit MoneyWorks Gold installed, this update will migrate your installation to 64 bit MoneyWorks Gold. The install location will change from Program Files (x86) to Program Files … Continue reading
Creating messages with attachments in Outlook
Windows MoneyWorks supports creating messages and adding attachments in Outlook. But only in “Real” Outlook. Microsoft has been aggressively pushing “New” Outlook, which is not a local app but just a wrapper on the website outlook.live.com. As merely a webpage, … Continue reading
Change History for 9.2.3
Nov 2025 — 202511.11.1237 General New email composer allows formatted emails, saving and loading of email templates, and testing of mail merge. You can also use it for composing emails that will be sent to your Mail/Outlook app — not just … Continue reading
Change History for 9.2.2
August 2025 Asset register Investment Boost support (New Zealand) Don’t allow sticky note window to be closed on Windows while it is being edited Fix scripts loading in wrong order on Mac when app is launched by opening a document … Continue reading
Date bug in macOS Sequoia 15.4
MacOS 15.4, released on 1 April appears to have a new bug that causes the currently-set d/m/y date format (at least in New Zealand and Australia locales; maybe others) to render in US format (m/d/y) in some apps (including current … Continue reading
Change History for 9.2.1
May 2025 9.2.1r3 Fix inability to enable services 9.2.1r3 Fix unintended change to toolbar search behaviour in 9.2.1 9.2.1r2 Fix crash in certain circumstances such as processing orders modally with print preview 9.2.1r2 Fix SMTP MIME formatting issue that caused … Continue reading
Change History for 9.2
Performance and important stability enhancements 9.2r2 Jan 9 Fixed potential data corruption when merging accounts Preferred bank account is no longer unexpectedly changed by opening a transaction that uses a different bank account Fixed search optimiser crash searching for the … Continue reading
Change History for 9.1.9
18 Sep Support for OAUTH2 authentication for Microsoft 365 mail servers Budget and moving average overlay options for the dashboard Ledger chart Sales Explorer Dashboard chart; explore top sales with cross-filtering Columnar departmental P&L reports Ledger analysis omission of zero … Continue reading