Release Notes

Better Finances for a Better You

Releases tagged with: "Investments"

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Web

New Features & Bug Fixes

  • Add Transaction History to Loans, Investments, and Money>Overview
  • Persist category selections in Expense Explorer for viewing trend data on specific categories
  • Proper CSV formatting for Exporting Transactions
  • Support disconnecting an individual account from a Connection
  • Fix some missing and incorrect NAV chart data points
  • Prevent closed accounts reappearing on re-sync
  • Improvements to handling different Investment types from Connected Accounts
  • Can use 'Mark as Duplicate' to delete transfers
  • Add Plaid/Flinks Selector for more institutions
  • Bug fix to support adding a loan without a payment
  • Correct count of manual accounts on Profile page
  • Various bug fixes and minor improvements
Release #1.14.0 Aggregation Investments Net Worth Loans

Mobile

New Features & Bug Fixes

  • Add Transaction History to Loans, Investments, and Money>Overview
  • Fix some missing and incorrect NAV chart data points
  • Prevent closed accounts reappearing on re-sync
  • Improvements to handling different Investment types from Connected Accounts
  • Can use 'Mark as Duplicate' to delete transfers
  • Add Plaid/Flinks Selector for more Institutions
  • Bug fix to support adding a loan without a payment
  • Various bug fixes and minor improvements
Release #1.14.0 Aggregation Investments Net Worth Loans

Web

New Features & Bug Fixes

  • Implemented Global Add Button on My Money>Overview
  • Fix Bank Search for 'Add Investment Account'
  • Support setting Budget Targets on All Category>Forecast Types
  • Fix some issues with NAV Charts not showing correct historical investment value
  • Improved lookup for Chase Bank
  • Connected Accounts bug fixes and workflow improvements
  • Various bug fixes
Release #1.13.0 Budget Tracking Investments Aggregation Net Worth