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.