Version 9.0 (April 2026)

Investments

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include graphs
NEW Commodity and Cryptocurrency securities are now supported, including price downloads
IMPROVED Expanded Asset Class options for securities: Mid-Cap Stocks, Real Estate/REIT, Commodity, and Cryptocurrency
NEW Portfolio Value and Portfolio Value & Cost Basis reports now include date filters for faster time-range analysis
IMPROVED Portfolio Value now includes Cost Basis and Gain/Loss columns, with support for column sorting
IMPROVED Key columns now remain visible while scrolling horizontally in investing views, including Security in Portfolio Value & Cost Basis and Name/Lot in Capital Gains Estimator

Dashboard & Registers

IMPROVED You can now adjust the text size in the sidebar, similar to the register
IMPROVED Added keyboard navigation: use left/right arrows to switch focus between register and sidebar, and up/down arrows to move between accounts and sidebar items
IMPROVED The chart in the Income and Spending tabs is now faster and more visually polished
IMPROVED Added a Quick Report option to the right-click menu in Payees, Tags, and Categories, and to the Actions menu in Tags and Categories

Bills & Payments

IMPROVED When choosing Edit and Mark as Paid for a Quick Pay or Check Pay bill reminder in the register, you are now prompted for the next step
IMPROVED You can now change the final transaction date for scheduled series using End: After [X payments] or End: On date, including one-time schedules
NEW Business, Client, and Billable fields are now supported in Bill Pay flows including Quick Pay, Check Pay, and Bank Bill Pay
FIXED You can now change the account for an eBill-connected Bill Reminder

Business & Invoicing

NEW You can now specify which Stripe payment methods are accepted per invoice (ACH, Credit Card, or both)
NEW Added a Send Invoice button to the toolbar in Client Details > Invoices
IMPROVED In the Client Invoices register, you can now right-click a payment to view all invoices it was applied to, including payments applied to multiple invoices

Connectivity & Imports

FIXED Downloaded payee names now respect the Automatically improve the quality of downloaded payee names and categories setting
FIXED The External Transfers account balance is now correct when importing selected accounts from Quicken Windows
FIXED Improved reliability of QuickFill rules that contain transfers, reducing issues that could result in broken transfers
FIXED QuickFill rules are no longer deleted unexpectedly after syncing

macOS System Requirements

9.0.1 Fixes

FIXED Resolved an issue introduced in 9.0.0 that could cause an error when sending an invoice