Version 6.12, 6.12.1, 6.12.2, 6.12.3, 6.12.4, & 6.12.5 (2_2023 & 3_2023)

Managing Accounts

NEW - Option to display password in plain text when entering financial institution credentials for a new account
IMPROVED - Edit Opening Balance transactions in the account register
IMPROVED - Changing connection method for an account from account settings

Reports

NEW - Create, View, and Print Reconciliation Reports
NEW - New Income & Expense card in the Home Dashboard
IMPROVED - Added Learning Center content for reports
IMPROVED - Schedule D tax report now includes manually categorized investment transactions
IMPROVED - Top Spending Payees card on the Dashboard now excludes transfers, manually entered Opening Balance transactions, Reconcile adjustments, and other balance adjustments in Split Lines to present more accurate spending data

Bills

IMPROVED - Updating eBills for Chase credit cards
IMPROVED - See scheduled transaction frequency in Bills & Income > Bills
IMPROVED - More easily see scheduling options when creating or editing a scheduled transaction

Investments Improvements

IMPROVED - Significantly faster performance when downloading investment OFX data

Connectivity Status Window

Bug Fixes

FIXED - Made over 60 changes to ensure product quality and stability, and to bring more consistency across features

Announcement

ANNOUNCEMENT - 6.12 is the last release with support for macOS 10.13 and 10.14

6.12.1 and 6.12.2 Fixes

FIXED - Fixed a crash that could occur when opening the Reconciliation History window

6.12.3 Fixes

FIXED - Fixed an issue that could cause duplicate securities to appear after downloading investment data
FIXED - Fixed an issue that caused scheduled transfers to be recorded incorrectly when using Edit and Mark as Paid in Bills & Income

6.12.4 Fixes

IMPROVED - Improved eBill support for Citi Card customers
FIXED - Margin Interest Expense category activity is now included in tax reports

6.12.5 Fixes