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