Release Notes

Better Finances for a Better You

← 1.30.2 Apr 23, 2024 1.28.1 →

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Web

New Features & Bug Fixes

  • Add ability to search transactions by merchant name
  • Add income categories to the Retirement Goal
  • Fixed a Health Check bug with identifying investment types
  • Implemented ability to skip Account Setup
  • Highlight existing institutions when adding new accounts
  • Improved ETF product matching for Investment Account imports
  • Various other bug fixes and improvements

Mobile

New Features & Bug Fixes

  • Implemented ability to skip Account Setup
  • Fixed a Health Check bug with identifying investment types
  • Improved ETF product matching for Investment Account imports
  • Various other bug fixes and improvements

← 1.30.2 Apr 23, 2024 1.28.1 →