Version R67.7 (April 2026)

Tax and Planning Tools

IMPROVED Added a Monte Carlo simulation view to the Lifetime Planner that shows median, upside, and downside projections for net worth over time, along with the probability that your plan remains funded through the end.
FIXED Modified the Tax Reports to include transactions with categories associated with tax line items, even if the “tax-related” flag for the category is not set.
FIXED Resolved an issue where investment accounts marked as excluded still appeared in the Lifetime Planner under Planning Assumptions.

IMPROVED Added a "Last 12 Months" date range option to the Top Spending, Income & Expense, Portfolio Value, and Top Payees cards on the Home Dashboard.
FIXED Resolved an issue where the "Last 6 Months" filter on the Portfolio Value dashboard card did not include the current month's data.
FIXED Resolved a portfolio value mismatch between the card header and graph on the Dashboard.

IMPROVED Enabled the updated Reports & Graphs Center and Customize Report screens for all users.
IMPROVED Added the Category Type column to the Select Categories list in Customize Reports.
IMPROVED Enabled printing for the Morningstar Portfolio X-Ray report.
IMPROVED Added the ability to subtotal entity reports by Entity Group in Portfolio Value, Net Worth, and Income & Expense reports.
IMPROVED For the Family Enterprise version, provided a new option to allow associating a Custom Portfolio View with an Entity.
FIXED Fixed problem where the security symbol “COMP” conflicted with the market index ”INDEX:COMP”.
FIXED Resolved an issue with incorrect values in the Net Worth report graph when summarized by Entity.
FIXED Resolved an issue where the Account Balances report could display incorrect investment account balances.

FIXED Resolved an issue where investment transfer transactions (such as BuyX and SellX) were split into two separate transactions after exporting and importing a QXF file.
FIXED Resolved an issue where investment partnership security types changed after QXF export and import.

IMPROVED Added a Rename Payee button to the Bill Payment Payees and Settings dialog for renaming Quick Pay and Check Pay payees.
IMPROVED Added a "Don't show again" option to the scheduled payment matching prompt.
FIXED Resolved an issue where the "Estimate Amount For Me" setting did not save on transfer reminders.

FIXED Resolved an issue where scheduled updates could stop running after the first one.
FIXED Resolved an issue where One Step Update could corrupt paycheck split amounts and details in files with Cloud Sync enabled.
FIXED Resolved an issue where converting an account from Web Connect to Express Web Connect could create duplicate transactions.
FIXED Resolved an issue where renaming rules were not applied to transactions downloaded into linked cash accounts associated with brokerage accounts.

FIXED Resolved an issue where some windows could extend beyond the screen in Large Font mode.
FIXED Resolved issues that could cause unexpected crashes in some situations.