Release Notes

Better Finances for a Better You

Releases tagged with: "Net Worth"

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Web

New Features & Bug Fixes

  • Fix bug when creating new tags with Transaction Rules
  • Improved accuracy of historical NAV charts for Investment Accounts
  • Improved transaction history logic when switching between accounts
  • View sample of transactions during first step of csv/ofx import
  • Fix bug where Fixed Income accounts were not showing up in My Money
  • Support more date formats for CSV imports
  • Various other bug fixes and improvements
Release #1.15.0 Aggregation Net Worth

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

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

Mobile

New Features & Bug Fixes

  • Fix some issues with NAV Charts not showing correct historical investment value
  • Improved lookup for Chase Bank
  • [iOS] Ensure logged out iOS sessions see 'Logged Out' screen
  • Connected Accounts bug fixes and workflow improvements
  • Various bug fixes
Release #1.13.0 Aggregation Net Worth

Insights

Balance Sheet

  • Redesigned Balance Sheet to easily view Asset to Liabilities ratio
Release #0.19138 Net Worth

Forecast

Overview Redesign

  • Redesigned overview with new layout and added new forecast controls
Release #0.18198 Money Management Financial Planning Net Worth

Bug Fixes

Improvements

  • Negative amounts are applied to personal assets

  • Entering emojis

  • Sorting on the institution page

Release #0.19015 Net Worth