new
improved
fixed
v23.9.75
- Mobile users are now prompted to complete the Introduction on a computer.
- Coaches now see user login activity in Message Center (including device type)
- More timestamps in Message Center.
- Highlights added for "Cleared" column header and "Message Center"
- Pending transactions now supported in Bank Sync.
- Custom reports are live and fully supported.
- Splits in rules now supported.
- Set #tags on transactions and filter as you'd like.
- Transactions can now be merged/unmerged together.
- Account notes now show on hover in the menu.
- Mobile UI updates.
- SimpleFin configuration reset button now available.
- SimpleFin can now add accounts off budget.
- Can hide/show reconciled transactions.
- Remaining balance shows in category selection.
- Can make a transfer from two selected transactions.
- Bank sync improvements.
- Show a modal to confirm unlinking accounts.
- Transaction list sortable by cleared status.
- Create schedules from existing transactions.
- Can add a new category when adding a transaction.
- Can use up/down arrows on the budget screen.