- For PRO users: Implemented a new client list that includes the ability to sort based on the date clients were created or last updated.
- Progress Tracker is now called Budget Tracker so it is clearer that this is our built-in tool for creating and maintaining an annual budget based on your plan.
- Fixed an error that could occur if clearing all transactions while setting up Budget Tracker for a new year.
- We now show pension start year when displaying pension summary information.