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