Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.
What's New
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Added Restricted Stock Units (RSUs) tracking in investment accounts, accessed from "Enter Transactions".
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Added the ability to duplicate cards on the New Dashboard to filter and view information from different account types.
What's Improved
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Provided an option on the 'gear' menu to display the security symbol as well as the security name in the investment register.
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Added the option to backfill missing price history in the Security Details view.
What's Fixed
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In some cases, Tags were disappearing during One Step Update.
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Securities with asset mixtures were being incorrectly labelled.
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The 'Save' and 'Rearrange' buttons were hidden from the view while Re-arranging accounts on account bar.
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Paycheck transactions were duplicated after cloud sync.
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Share balances rounded to two decimal places in reports despite preferences set to show more than two decimal places.
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Investment transaction report showing an additional column without a header.
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'New Match' status not showing in account register in some cases.
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Balances not updating in checking account when it is linked to an investment account in Simple Investing mode.
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All four digits of the year could not be entered while creating a refund.
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An error in cloud sync when securities of type 'Investment Partnership' are added.
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One Step Update summary occasionally blank.
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Last Used date in the Memorized Payee List was not accurate in some cases.