Release Notes

• US Accounts Support
• Ability to import OFX/CSV reports manually into a Connected (auto-import) Account for reconciliation
• Connected accounts stability improvements
• Fix Forecast page incorrectly counting Goals
• Add scroll to registration page for smaller screens
• Improved performance to reduce Login time
• Support for duplicate detection and multiple import methods into an existing account
• Fix timezone-related bugs
• Connected accounts stability improvements
• Minor bug fixes and improvements

• Improved retirement planning and goals integration

Added new planning calculators:

• Wedding Calculator - Calculate your expenses for a wedding
• New Home Calculator - How much do you need to save for a new home?
• Student Budget - Explore our Student Budget Calculator to help you figure out how much money you'll need to get through the school year.

• Integrated goals into cash flow tree so clients can see how contributing to goals impacts their cashflow

Added new planning calculators:

• Retirement Calculator - Understand how much you'll need to save for retirement using our free calculator.

• Credit Card Payoff Calculator - Discover how long it would take to pay down your credit card.

• Loan Paydown Calculator - Work out how long it would take to pay down a loan.

• Mortgage Paydown Calculator - Calculate out how long it would take to pay down a mortgage.