Version 9.2
Investments
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NEW In Account Settings, you can choose whether an eligible money market fund in an investment account is treated as cash or displayed as a security. For example, this can be useful for eligible funds at Fidelity, Schwab, Northern Trust, and other financial institutions
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NEW The Investment Performance report helps you evaluate portfolio performance over time, with flexible subtotaling and a graph of overall performance
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NEW The Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities
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IMPROVED The Update button in Security Detail now refreshes quotes for the security currently being viewed
Budgets
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NEW A Budget widget is now available on the Dashboard, showing current-month spending against budget targets
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NEW Budget categories can now roll unused amounts, overspending, or both into future months
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FIXED Extending a budget multiple years now preserves the expected monthly targets
Dashboard & Registers
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IMPROVED You can now set an account's Display Color from its sidebar context menu
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IMPROVED Account and tag colors are now retained through QXF export and import
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IMPROVED Match Transaction is now always available from the transaction register context menu, with guidance when the selection cannot be matched
Business & Invoicing
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IMPROVED Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients
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IMPROVED You can now email a draft invoice without changing its Draft status
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IMPROVED Emailed invoices now display a Sent status in business views
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NEW Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports
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FIXED The Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies
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IMPROVED Sales Tax account transaction lists can now be filtered by agency
Connectivity & Imports
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IMPROVED Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention
Other
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ANNOUNCEMENT The Home > Overview tab has been removed. Its remaining functionality is now available from Dashboard cards, including the new Budget card