Version 5.4.0, 5.4.1, 5.4.2, & 5.4.3 (12_2017)

Feature Improvements for All Customers

NEW Added the ability to choose columns for the transaction report.
NEW Added a total row to the transaction report.
NEW Added the ability to Pay Bills and Edit Details using the updated Bills menu in the Bills view.
IMPROVED Clicking on an amount in the Summary or Comparison report brings up the new transaction report. This fixes a number of issues with the old report and properly classifies items into Income and Expense vs Money In and Money Out. For now, you can't click on a transaction to go to the register but we'll be adding it back soon.
IMPROVED Added the ability to switch from a bond to another account type. Before Bonds couldn't be switched. Thanks to Bob in the forums for making this suggestion.
IMPROVED Added the symbol field to the security edit bond screen. In previous versions, the symbol field was hidden. Thanks to TomB for making this request.
IMPROVED Clicking on Edit Accounts in Preferences now logs the customer into their account automatically without having to re-enter their credentials.
IMPROVED Clicking on a PDF statement in the Bills view now downloads directly to the Download folder and opens in Preview instead of using a browser.
IMPROVED Alerts now have improved icons.
FIXED The Net Worth balance was restored in the upper right corner of the All Transactions view. Thanks to BruceH for pointing this out in the forums.
FIXED Fixed an issue in the new investment transaction view where toolbar buttons were disabled and the default selection didn't always work.
FIXED Fixed a data issue when turning off the Single-Mutual Fund feature with cash transfers.
FIXED Fixed a bug where balances that were the same between 2 different download sessions wouldn't update the online balance date which could affect Reconcile.
FIXED Fixed an issue in the investment combined views of Investing, Retirement and Education where the Cash row didn't always appear at the bottom of the account group. Thanks to JM for reporting this issue.
FIXED Fixed a crash that could occur when importing a Web Connect file. Thanks to DaveS for testing the fix for us.
FIXED Fixed a crash in the assigning lot feature.
FIXED Fixed a crash that could occur when importing a Quicken Windows file.
FIXED Fixed a crash that could occur when using a Single Mutual Fund with tags on cash transfers.
FIXED Fixed a crash that could occur when the Reconcile dialog is open and converting a liability to a loan.

Feature Improvements for New Canadian Members

NEW Canadian members will now see Canadian investment accounts such as TFSA, RRSP and RESP instead of US account types. This will not be available to Canadian customers with a US membership now but the plan is to make this available soon.
NEW Features that aren't available for Canadian customers such as Bill Pay and Bill Presentment are now hidden so Canadian customers with a Canadian membership won't have to deal with features they can't use.
COMING SOON We are still working on getting Canadian categories and tax line items added to the product but they will be coming soon. The Tax Report has been removed for now.
IMPROVED Budgets now default to the home currency.

Version 5.4.1

FIXED Fixed a crash that a number of people hit while trying to download transactions.
FIXED Fixed an asset sync error.
FIXED Fixed an issue where securities in the Group by Security view would always display their lots. They should appear collapsed.
FIXED Fixed an issue where clicking on a lot would display the Security pop-up. It should only work on the Security name.

Version 5.4.2

FIXED Fixed a crash that occurred when moving the mouse over the first column in an empty portfolio view. This would occur most often in the Realized Gain view.

Version 5.4.3

FIXED Fixed an issue where customers receiving a required password change request from their financial institution couldn't change their password because the password field was disabled.