May 3, 2020


  • Regular Assets are now treated like "accounts," similar to Retirement Accounts.
    Now you can create a regular asset record for a Checking account and a separate one for a Savings account or Brokerage account. You can create as many as needed to represent all your accounts and assets. This allows you to more easily track and update account balances. Before this change, all regular assets were grouped into categories. Note that if you had previously entered regular assets, each entry has been converted to the new account or asset type that most closely matches. For example, if you had previously entered $10,000 in the "Mutual Funds" category, you will now see a Brokerage account with the description "Converted: Mutual Funds" and a balance of $10,000.
  • Any Regular Asset can be a Reserve Fund.
    Previously, we handled reserve funds separately. Now you can indicate that any given regular asset should be treated as an emergency reserve fund. All existing Reserve Funds have been converted to regular assets and marked as reserve funds.
  • Regular Assets can now be excluded from or added to an Alternative Profile.
  • Regular Assets balance has been added to the Compare tab of the comparison report.
  • We improved the layout of comparison report selection buttons.
  • We now allow up to 24 Alternative Profiles.