Web Releases 3.75.0 - 3.75.2

Coach Natalie
Coach Natalie Administrator, Moderator admin

Hello All,

Here are the issues and features we were able to tackle with the 3.75.0 - 3.75.2 Web Releases:

  • FIXED: Upcoming tile on Dashboard and Upcoming carousel displays Linked Transfer Reminders twice, the Upcoming tab does not.
  • FIXED: Some Category names are truncated in the Edit Series modal.
  • FIXED: 'Update' button on the Edit Reminder window is the wrong color in Dark Mode.
  • FIXED: Payee names altered in the graph area of Reports.
  • FIXED: Linking a Refund to a pending income transaction causes the transaction to disappear and no link occurs.
  • FIXED: "Pending" status of transaction not cleared when marking a transaction as "Cleared" from a Planned Spending expense.
  • FIXED: Transactions that are split with an Income and an Expense Category are listed twice in the Transaction Activity of the Net Income Report.
  • FIXED: "Cash flow" Investment Transactions can be edited inline in Reports, whereas some fields should not be editable.
  • FIXED: Unnecessary line below the Available amount in the Spending Plan.
  • FIXED: Payee names are misaligned in their text box under Settings > Payees & rules.
  • FIXED: Border on Watchlist Dashboard cards is hard to see in Dark Mode.
  • FIXED: An unexpected menu appears when using the Enter key to update a custom amount in the Spending Plan.
  • FIXED: "X" is missing/not visible on Undo prompt in Light Mode.
  • FIXED: 'No transactions found' message displayed when transactions are refreshing.
  • FIXED: Account Name field is misaligned/cut off when in edit mode.
  • FIXED: Clearing all Notifications doesn't dismiss the Notifications popup window.
  • FIXED: New datasets show 'Finalize last month's plan' on the Dashboard; selecting "Go Now" results in a crash.
  • FIXED: User has "Past" Reminders in the Spending Plan that have been linked to transactions.
  • FIXED: Account type header for 'Home Loan' is missing in Upcoming > Cash Flow.
  • FIXED: User's Transfer transactions aren't linking to the proper transaction when selecting "Go to other side".
  • FIXED: Scroll bar for the Upcoming carousel is too large and is cutting off the bottom of Reminders.
  • FIXED: When user edits Reminders, they are reverting back once they navigate away.
  • FIXED: Other Spending bubble shows "NaN%" when a Subcategory expense is offset by a positive transaction.
  • FIXED: Pressing the back arrow on the Investments Balances page and the Planned Spending expense drill-down page doesn't return the user to the previous page.
  • FIXED: Recurring Credit Card Payments with $0.00 as the Amount won't hide in the Spending Plan.
  • FIXED: Magnifying glass icon in Add Account modal is not correctly aligned on Safari.
  • FIXED: Bills & Income section and Projected Other Spending are cut off in the Spending Plan.
  • FIXED: Target Goal Date is not displayed on the Edit Goal modal.
  • FIXED: 'Uh Oh' page displayed when Invitee navigates to Settings > Spaces & sharing.
  • FIXED: 'Ignore from Reports' transactions are not displayed on the Spent Dashboard card.
  • FIXED: Marking transactions as 'Reviewed' is reverting to 'Unreviewed' intermittently.
  • FIXED: Issues with Planned Spending items when created for both child and parent Categories.
  • FIXED: Able to interact with Status chips on transactions.
  • FIXED: Only one side of Recurring Linked Transfers are being ignored in the Spending Plan.
  • FIXED: User's Other Spending total is miscalculated.
  • FIXED: End Date calendar doesn't pop up when creating a Recurring Series.
  • FIXED: Spending Plan header disappears when selecting a prior month.
  • FIXED: Able to create a Transfer to a closed account.
  • FIXED: Able to create duplicate Planned Spending items for the same Category.
  • FIXED: Editing a Recurring Bill that's for a positive amount automatically changes the amount to a negative amount.
  • FIXED: Intermittently forced to go through the Getting Started flow after deleting all accounts.
  • FIXED: UI/visual issues with the Net Worth Report graph in Dark Mode.
  • FIXED: User's Reminders are duplicated in the Spending Plan.
  • FIXED: 'Average' for Savings Goals is displaying the "Saved so far" amount.
  • FIXED: 'Ahead/Behind/On Track' chip is incorrect when contributing to a Savings Goal with an uneven Monthly Contribution dollar amount.
  • FIXED: Long Tag names are going outside of the 'Tag' field.
  • FIXED: Transaction register tooltips persist when hovering off.
  • FIXED: Visual issue in the error message displayed when creating a transaction for an invalid amount.
  • FIXED: Linked Transfer Transactions are showing us "Unknown" in the Other Spending bubbles.
  • FIXED: User is unable to create new Planned Spending expenses.
  • FIXED: User's Projected Other Spending is grayed out.
  • FIXED: 'Apply to Past Transactions' is always disabled when editing an existing Category Rule.
  • FIXED: 'Saved so far' amount for Savings Goals is truncated when the amount includes change and ends in "0".
  • FIXED: Alignment issues with amounts and tooltips on the Investment pages.
  • FIXED: Tags cannot be created after a Savings Goal is created with an existing Tag.
  • FIXED: Available to spend 'per day' amount is missing in future month's Spending Plans.
  • FIXED: Error pops up in the Category field when deleting a Category.
  • FIXED: Savings Goal Contributions & Withdraws are creating Spending Plan Transactions.
  • FIXED: Various errors and crashes.
  • UPDATED: Removed the 'new month' popup in the Spending Plan.
  • UPDATED: 'Date' Filter for Investment Performance and Investment Balance graphs.
  • UPDATED: Expected Refunds to display as transactions in Other Spending.
  • UPDATED: Settings > Category page design and functionality.
  • UPDATED: Uncheck selected transactions after merging them.
  • UPDATED: "Edit Transaction" to "View Transaction" in transaction registers.
  • UPDATED: Hide the Filter icon on the Transaction Activity registers in Reports.
  • UPDATED: Loading state of the Spending Plan.
  • UPDATED: Design of Spending Plan page.
  • UPDATED: Set the minimum 'Next Date' for the Edit Series modal to either the current date or any previous date up to the last 'past' date.
  • UPDATED: Hide the "Spending" section from the Savings Goals page.
  • UPDATED: Performance improvements were made to Transaction registers.
  • UPDATED: Changed "Ignore" to 'Exclude from Reports' and 'Exclude from Spending Plan'.
  • UPDATED: All +Add buttons to be consistent with the new design.
  • UPDATED: View/Edit/Create Recurring Series dialog for Linked Transfers due to the addition of the 'Transfers and Credit Card Payments' bucket in the Spending Plan.
  • ADDED: 'Transfers and Credit Card Payments' bucket in the Spending Plan.

To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking the bell icon located at the top of the first page of the category, and then selecting "Follow".

Thank you!

This discussion has been closed.