Version R65.29 (December 2025)

IMPROVED Updated 2026 tax calculations to reflect current federal tax rules.

FIXED Fixed an issue where some Direct Connect accounts failed to download transactions after switching from Express Web Connect+.

FIXED Fixed an issue where unrealized gains were missing from the Net Worth report after re-importing a data file.

FIXED Fixed issues in the wizard used to set cash treatment for money market funds in downloaded investment accounts. If you see a cash balance mismatch, re-run the wizard from Edit Account/Online Services.