Release Notes

New Features & Bug Fixes

Enhanced Forecast Page:
- Tabbed Layout: Navigate Assets, Liabilities, and Life Events on separate, dedicated tabs for a clearer view
- Simplified Setup: Quick Start option and easier Life Event creation for simpler forecasting
- Improved Life Events: More control with new income, expense, and funding details for Life Events
Planning Section Coming Soon: Forecasts and Goals are evolving into a unified 'Planning' section! Share your feedback at helpdesk@neontra.com on what you love about each tool as we build the future of financial planning!
Easy Account Detail Access: Easily navigate to account details directly from the Connected Account modal
Data Update Bug Fix: Resolved an issue ensuring the UI always displays the latest data after account updates
Further Improvements: Includes general bug fixes and performance enhancements across the web app

New Features & Bug Fixes

Cash Flow Forecast Bug Fix: Forecast values are now correctly updated on the Cash Flow screen
Easy Account Detail Access: Quickly navigate to account details directly from the Connected Account modal
General Improvements: Bug fixes and visual enhancements for a smoother mobile experience