Release 3.26.0 & 3.26.1

Coach Natalie
Coach Natalie Administrator, Moderator admin
Hello All,

Here are the issues and features that we were able to tackle with the 3.26.0 & 3.26.1 release:
  • FIXED: The rows in the table on the portfolio Investments page do not sort correctly
  • FIXED: In an empty dataset with no connected investment accounts, if a user connects accounts from the Investments page, the dropdown menu shows "no accounts selected" by default
  • FIXED: The Investments dropdown menu items can be selected multiple times with no visible change when clicked in a specific pattern.
  • FIXED: Payee Rules on transactions page not working for datasets that have not disabled Payee Rule on transactions page. 
  • UPDATED: Show 'bookmark URL error' if user is trying to open the app using an old/invalid bookmark.
  • UPDATED: Change the value of the milestone string from hard coding to QCS value (Achievements).
  • UPDATED: Achievements have been updated to make them more compatible with the Net Worth Achievement. 
  • UPDATED: Updates to first-time User experience/flow
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Thank you!

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