Release Notes

Better Finances for a Better You

← 1.20.0 Jan 19, 2024 1.18.1 →

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Web

New Features & Bug Fixes

  • Investment Accounts import improvements for resolving correct product details
  • Added quick buttons (ex. Last 30 Days) to Transaction History Tables
  • Duplicate Resolution - Let user choose which version's merchant/memo to keep, and show proper category
  • Fix Manual OFX/CSV Import bug to persist merchant/memo
  • Improvements to Bank Search when banks have many subsidiaries
  • Add mutual funds to Investments Health Check
  • Add product symbol to Investment Transaction History Table
  • Various bug fixes and improvements

Mobile

New Features & Bug Fixes

  • Investment Accounts import improvements for resolving correct product details
  • Improvements to Bank Search when banks have many subsidiaries
  • Added user's Insurance details to mobile (read only)
  • Various bug fixes and improvements

← 1.20.0 Jan 19, 2024 1.18.1 →