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Version 7.7 & 7.7.1 (4_2024 & 5_2024)

Accounts

  • IMPROVED - You can more easily toggle between balance types (Today, Online, and Projected) in the Sidebar customization menu.
  • IMPROVED - We've streamlined the progress indicator in the Sidebar while updating accounts.
  • NEW - Move Transaction and Match Transaction have been added to the right-click and Transaction menus.
  • NEW - Home Dashboard can now be customized by changing the currency.

Bills & Income

  • IMPROVED - You can now set Projected Balance view to 2, 3, 5, and 10 years in the future.

Reports

  • NEW - Reports can be customized by Memo field and Reconciliation Status.

Investments

  • IMPROVED - The Name field now remains visible when scrolling in Portfolio View.

Business & Personal

  • NEW - You can now export mileage tracking records to .CSV.
  • NEW - Business Dashboard can now be customized to hide/show cards and change currency.

7.7.1 Fixes

  • FIXED - Fixed a crash that could occur when downloading transactions or syncing on Intel-based Macs.


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