Web Release 6.20.0

Coach Natalie

Hello everyone!

Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th:

• FIXED: Planned Spend expense items are not being sorted correctly.
• FIXED: Column preferences on the Investments page are not saved and are causing errors.
• FIXED: Excluded transactions are still shown in reports when the 'Show Excluded transactions' display option is not selected.
• FIXED: Excluded transactions are not shown in reports when there are no included transactions with the same category, when the 'Show excluded transactions' option is selected.
• FIXED: The violet flag is incorrectly labeled.
• FIXED: The Manage Cards button is missing in the Customize Dashboard flow.
• FIXED: The Net Worth graph does not update correctly when the time range is changed.
• FIXED: The dashboard Income and Spending bar charts do not navigate to the respective summary pages when clicked.
• FIXED: Error when saving changes to a transfer split line.
• FIXED: Various errors and crashes.
• FIXED: QBP: Error state not handled correctly when sales receipt email fails to send.
• FIXED: QBP: Matched refund tracker transactions display the View Invoice link without a valid invoice association.
• FIXED: QBP: Total values overlap for large numbers in the Profit & Loss report.
• FIXED: QBP: The Personal Uncategorized category does not collapse when “Collapse All” is selected in reports.
• FIXED: QBP: The Clients and Projects fields are shown for personal categories in recurring series split assignment.
• UPDATED: The Bills & Income > Cash Flow page to remember account selections, and other UI enhancements (Early Access).
• UPDATED: Components in the Spending and Income tabs to match the current reporting design.
• ADDED: Ability to set split line preferences for which additional fields to show when splitting transactions and recurring series (Early Access).
• ADDED: A 'Closed' label in Net Worth for closed accounts.
• ADDED: Hot keys for privacy mode, light/dark mode, and refresh.

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Thank you!