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.