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Version 8.2 (April-May 2025)

Investments

  • IMPROVED Improved account value tracking for connected investment accounts, such as TIAA Brokerage, Ameriprise Financial, RBC, MassMutual, LPL Financial, Thrift Savings Plan, and more

Online Backup

  • IMPROVED Original file names are now displayed in the View/Restore Backup window

  • NEW You can now optionally disable notifications of completed backups

Improved Experience Working with Invoices

  • IMPROVED Invoice Total, Payment Applied, and remaining Open Balance amounts are now displayed on the invoice form

  • IMPROVED You can now make Sales Tax payments for a closed business

  • IMPROVED Duplicated invoices retain the date of the original invoice

  • IMPROVED The most recently used account is remembered when making a Sales Tax payment or deposit in the Deposit Funds window

  • IMPROVED You can now easily access and review the invoice Activity Timeline from the right click menu in the Client Invoice (Accounts Receivable) accounts register

  • IMPROVED You can now view an invoice as a PDF directly from the Invoices list (available via the “…” and contextual menus)

  • IMPROVED A warning is now presented if a duplicate invoice number is detected

  • IMPROVED You can now access the Sales Tax Liability report directly from the Sales Tax account register

  • IMPROVED INVOICE text is now displayed on printed invoices that include a business logo

Business & Personal

  • IMPROVED Business, Client, and Billable fields no longer display in a transaction’s Split tab when those columns are excluded from the register view

  • IMPROVED Single form tax reports (e.g. Schedule A) are now organized by category

  • IMPROVED You can now optionally exclude business data from the Home Dashboard

Other Fixes and Improvements

  • NEW Color Tags feature has been promoted from Early Access and is now available for all users

  • FIXED Fixed a bug that could cause comparison reports to miscalculate the Difference % change in some cases

  • FIXED Fixed an issue where future-dated transactions prevented accurate performance calculations in the Portfolio view

  • FIXED Several bug fixes and improvements were made in the Transaction Info window

  • FIXED Dozens of other bugs and improvements

8.2.1 Bug Fixes and Improvements

  • FIXED The Tags and Transfer fields are always displayed in a transaction‘s Splits tab, even if those columns are excluded from the register view