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