Recent updates
- Account Information, Updating & Upgrading - Mac
- contributed Sept 20, 2026
- Adding expenses
- contributed Sept 20, 2026
- Adding income
- contributed Sept 20, 2026
- Version 9.2 (August 2026)
- contributed Sept 17, 2026
- Activity
- contributed Sept 15, 2026
- Assign tax line items to categories
- contributed Sept 15, 2026
- Examining report details
- contributed Sept 04, 2026
- Customize how money market funds are tracked
- contributed Aug 27, 2026
- Match your transactions
- contributed Aug 27, 2026
- Managing clients from the Clients tab
- contributed Aug 27, 2026
- About investment reports
- contributed Aug 25, 2026
- Tax Loss Harvesting
- contributed Aug 25, 2026
- Invoicing
- contributed Aug 25, 2026
- Working with the Tax Schedule report
- contributed Aug 24, 2026
- Version 9.1 (June 2026)
- contributed Aug 24, 2026