Version 7.0, 7.0.1, 7.0.2, 7.0.3, & 7.0.4 (4_2023 & 5_2023)

Dashboard

NEW - Net Worth card in the Home Dashboard
IMPROVED - Recently Categorized Transactions are now shown on the Uncategorized Transactions card
IMPROVED - Generate a report for the specified time period by clicking the legend on the Income & Expense card
FIXED - Income & Expense card now excludes all transfers

Investments

IMPROVED - Canadian holidays are used when showing data from the last market trading day
NEW - Added "cheat-sheet" on how to use new Portfolio graph features

Bills & Income

NEW - Support for Daily frequency for scheduled transactions
NEW - You can now show Category and Tags columns in Bills & Income
FIXED - Improved consistency in using the Preferences > Connected Services > Use Posted Date for Posted Transactions

Connection Status window

IMPROVED - OFX Bill Pay errors are now shown in the Connection Status window

Learning Center

More changes and bug fixes

IMPROVED - Redesigned Offline Account flow
IMPROVED - Improved display of payees with descriptions
IMPROVED - Passwords for connected accounts can now be retrieved from Keychain, if available
IMPROVED - Register settings are now consistently applied to all tabs (Spending, Income, and Transactions tabs)
IMPROVED - You can now edit account names when adding new connected accounts
IMPROVED - Search results now update after adding/removing register columns
IMPROVED - Improved customization options for reporting on transfer transactions
FIXED - Improved principal and interest calculations for loans with payment frequencies of less than one month

System requirements

7.0.1 Fixes

IMPROVED - Improvements and bug fixes in the Net Worth card in the Home Dashboard
FIXED - Improved saving and restoring transaction selection and scroll position when switching between registers, or register tabs
FIXED - Clicking a category name above the pie chart in a register's Spending or Income tab now updates the register and pie chart as expected

7.0.2 Fixes

FIXED - Fixed a bug that could prevent the portfolio view from saving and restoring view settings
FIXED - Fixed an issue that could cause funding accounts to be disabled for bill pay customers

7.0.3 Fixes

FIXED - Fixed a bug that could prevent the portfolio view from restoring the collapsed state of accounts

7.0.4 Fixes

FIXED - Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income