Web Releases 3.77.0 & 3.77.1

Coach Natalie

Hello All,

Here are the issues and features we were able to tackle with the 3.77.0 & 3.77.1 Web Releases:

• FIXED: Exporting feature is not including Tags on split transactions.
• FIXED: Tooltip does not stay pinned when a month is selected on the Net Income Report.
• FIXED: "Including ignored" total for Bills in the Spending Plan is difficult to see in Dark Mode.
• FIXED: Able to link a connected account to a closed manual account.
• FIXED: Quote update time should show in local time on the Investments page.
• FIXED: Net Worth Report amounts not matching the Accounts List.
• FIXED: Accounts List on the Upcoming > Cash Flow tab is not sorted correctly.
• FIXED: Security/Payee field for Investment Transaction registers is truncated when selected.
• FIXED: 'Target Goal Date' toggle turns itself on when editing a Savings Goal that has no Target Goal Date.
• FIXED: Transfer transactions using Subcategories are not shown when filtering the register.
• FIXED: Account names for closed accounts should match the Accounts List on the Investment pages.
• FIXED: Able to create a Recurring Transfer Series to a loan account, from a loan account, and from an investment account.
• FIXED: Dates truncated on some transactions when viewing account registers.
• FIXED: Date Picker Calendar for Reminders in the Spending Plan does not auto-close/update when a date is selected.
• FIXED: Various errors and crashes.
• UPDATED: Implemented a sort order for the Planned Spending page to be listed alphabetically.
• UPDATED: The Accounts List headers for 'Property' and 'Loans' to "Assets" and "Liabilities".
• UPDATED: Ignored transactions to show as grayed out in the Spending Plan and Reports.
• UPDATED: Design of 'Balance with Pending' option under Settings > Accounts > Edit Account.
• UPDATED: Transactions and Recurring Series with the Categories of "Credit Card Payment" and "Transfer" to gray out the option to 'Exclude from Reports'.
• UPDATED: Date Range selector in Reports; also removed the ability to select future dates when using a 'Custom' range.
• UPDATED: Design changes made to the Upcoming page and the Upcoming > Cash Flow page.
• UPDATED: The calendar on the Upcoming page to make it interactive.
• UPDATED: The Upcoming page to include a summary, the ability to filter by time ranges, and to add a 'Past Due' section and sorting abilities (Early Access/not yet enabled).
• UPDATED: The Recurring Series list to include yearly totals.
• ADDED: 'All Recurring' tab to the Upcoming section.
• ADDED: Ability to un-link a 'Completed' Refund from the Refund Tracker directly.

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Thank you!