Skip to main content
Skip table of contents

Version 7.1, 7.1.1, & 7.1.2 (5_2023, 6_2023, & 7_2023)

Charting

  • IMPROVED - We have replaced older charts with modern, native versions that offer more options
    • Graph on What If tab of Loan account
    • Pie chart on Payments tab of Loan account
    • Projected Payoff graph on Progress tab of Loan account

Investments

  • IMPROVED - Added a tip to the Holdings investment dashboard card to show
    • Change in price since previous day's closing price as a $ amount
    • Change in price since previous day's closing price as a percentage

Bills & Income

  • IMPROVED - The link in the Schedule column now takes you to the Transaction Details sheet instead of the register
  • NEW - Amount due this month is now shown in addition to the total amount for insurance premium eBills

Connection Status window

  • IMPROVED - Updated UI to make it easier to view accounts in the Successful Connections section

Reports

  • IMPROVED - Expand and collapse view options that were supported in legacy reports have been added to new reports (e.g. View > Summary of All Items and Top-level Items Only)

Other changes

  • NEW - Link to the Learning Center is available via the Help menu
  • NEW - CAD currency is used when creating accounts of Canadian-only types
  • IMPROVED - Can now sort Tags list by Color, Description, or Status

7.1.1 & 7.1.2 Fixes

  • FIXED - Bug fixes 
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.