Release Notes

Better Finances for a Better You

Releases tagged with: "Cash Flow"

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Web

New Features & Bug Fixes

  • Implemented ability to rename a Connected Account via the Cloud Button
  • Support deleting transactions
  • Fix Calendar bug not showing some Income transactions
  • Ability to review all duplicates from any duplicate transaction
  • Fix some cases where category selector would get cut off at edge of screen
  • Some bug fixes with navigating between Cashflow/Budget periods
  • Various bug fixes and improvements
Release #1.18.1 Expense Tracking Aggregation Budgeting Cash Flow

Mobile

New Features & Bug Fixes

  • Implemented ability to rename a Connected Account via the Cloud Button
  • Support deleting transactions
  • Fix Calendar bug not showing some Income transactions
  • Some bug fixes with navigating between Cashflow/Budget periods
  • Various bug fixes and improvements
Release #1.18.1 Expense Tracking Aggregation Budgeting Cash Flow

Mobile

New Features & Bug Fixes

  • Fix app crash when switching to yearly view in Cash Flow
  • Improved accuracy of historical NAV charts for Investment Accounts
  • Improved transaction history logic when switching between accounts
  • Fix bug where Fixed Income accounts were not showing up in My Money
  • Fix app crash when adding categories in Cash Flow
  • Various other bug fixes and improvements
Release #1.15.0 Aggregation Cash Flow Net Worth

Mobile

Improvements & Bug Fixes

  • US Accounts Support
  • Improved performance to reduce Login time
  • Connected accounts stability improvements
  • Fix inaccurate currency conversion rounding
  • Support for duplicate detection and multiple import methods into an existing account
  • Fix timezone-related bugs
  • Connected accounts stability improvements
  • Minor bug fixes and improvements
Release #0.19425 Budget Tracking Aggregation Cash Flow

Mobile

Improvements & Bug Fixes

  • Connected accounts stability improvements
  • Support adding custom Category Mappings on Profile page
  • Support adding new institution when adding a loan
  • Improvements to manual add cash transaction
  • Optimized recurring transfers setting periodicity
  • Fixed small timezone bugs
  • Fixed small display issues on smaller devices
  • Various minor bug fixes and improvements
Release #0.19386 Expense Tracking Aggregation Cash Flow

Web

Improvements & Bug Fixes

  • Support creating a recurring transfer from a historic transfer
  • Support showing upcoming transactions in cashflow/budget transaction tables
  • Fix small timezone bugs
  • Connected accounts stability improvements
  • Other minor bug fixes and improvements
Release #0.19386 Expense Tracking Cash Flow Aggregation

Goals

Cash Flow Tree

  • Integrated goals into cash flow tree so clients can see how contributing to goals impacts their cashflow
Release #0.18565 Financial Goals Cash Flow

Bug Fixes

Improvements

  • Cash transaction updates
  • Forecast page improvements
  • FI connection stability upgrades
Release #0.18283 Financial Planning Aggregation Cash Flow

My Money

Gift Cards

  • Added Cash/Gift Card section to My Money
Release #0.18159 Cash Flow Expense Tracking Budgeting

Transactions

Upcoming Transactions

  • Added upcoming transactions to the Insights Overview
Release #0.18653 Financial Planning Cash Flow