Release Notes

New Features & Bug Fixes

Savings Contributions as Recurring Transactions: You can now add savings contributions between accounts as Recurring Transactions and view them on your Investment pages
Expanded Planning with New Life Events: Model and plan for your financial future with 8 new life events, including buying a house, retirement, getting married, and going to college. Plus, create unique scenarios with the Custom Life Event option
Monthly Spending Chart Fix: Excluded investment transactions from the Monthly Spending Chart calculation
Personal Assets Currency Fix: Resolved an issue showing the incorrect currency for personal assets in My Money
Improved Institution Adding: Enhanced the user experience when adding institutions that do not have a connectivity option
Further Improvements: Includes general bug fixes and performance enhancements across the web app

New Features & Bug Fixes

Personal Assets Currency Fix: Resolved an issue showing the incorrect currency for personal assets
Performance Improvements: Implemented minor performance enhancements
Improved Institution Adding: Enhanced the user experience when adding institutions that do not have a connectivity option