Mobile Release 4.3.0

Coach Natalie

Hello All,

Here are the issues and features we were able to tackle with the 4.3.0 Mobile Release:

• FIXED: Y-Axis on the IRR chart in the Investments > Performance tab is truncated.
• FIXED: Performance issue when adding a manual holding or cash from the Investments > Balance tab.
• FIXED: Missing the +/- for the amount field of Recurring Transactions found during the Getting Started flow.
• FIXED: Able to edit a Watchlist using a deleted Category without selecting a new Category first.
• FIXED: Investment Transactions are showing in the Spending Plan.
• FIXED: Transactions that are ignored from the Spending Plan are not displayed in Other Spending.
• FIXED: Able to create duplicate Planned Spending items.
• FIXED: Watchlists that were created for a now-deleted Category or Tag are displaying all transactions instead of a zero state page.
• FIXED: Unable to exit the Connect Biller page after selecting "Connect another Biller".
• FIXED: 'Subscription expiring' message is preventing MFA dialogs from showing up.
• FIXED: Some users have a blank white screen.
• FIXED: Other minor issues that were identified after the v4.0.0 upgrade.
• FIXED: Various errors and crashes.
• UPDATED: Custom holdings should display the share count on the Holdings page.
• UPDATED: Rename 'Balance' to 'Balance Today' in the Investments > Balance tab.
• UPDATED: Expected Refunds to display as transactions in Other Spending.
• ADDED: Ability to include certain types of Investment Transactions in the Spending Plan and Reports.
• ADDED: Investments Balance chart (Early Access/not yet enabled).

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Thank you!