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.