Use reports to make tax time easier and less stressful. Reports and Charts – Generate detailed reports and charts and see exactly where your money is going.Bill & Deposit Reminder – Set bill reminders and see all your upcoming payments so you never forget to pay a bill again. ![]() Balance your checkbook and keep your accounts in order. Detail of Spending – Categorize your spending & income.and see all your account balances in one place. Track Your Accounts – Keep track of your bank accounts, credit cards, etc.Added Face ID/Touch ID support to mobile app (iOS)Īll the tools you need to manage your finances:.Mobile apps now show last 12 months of transactions instead of just the last 100 transactions (iOS/Android).Added multi-currency support to mobile apps (iOS/Android).Added Apple Silicon optimized version for M1/M2 processors in addition to Intel (Mac version).Moneyspire Connect downloaded transactions can now be automatically categorized based on vendor industry (Tools > Categories menu option).Moneyspire Connect now downloads pending transactions.Can now specify investment accounts as the source account for reminders.Added option to quickly exclude transfers from overview screen.Added new custom date range view for Overview screen.Added new yearly view for Overview screen.Added new weekly view for Overview screen.Now shows the last date you updated your file to help you remember where you left off (bottom of Overview screen status bar).Added Export button to Budget screen to export budget to PDF and spreadsheet.Can now choose Reminders screen as start page in preferences.Reminders that are set to automatically record now display a green checkmark.Can now auto record reminders X days in advance.Can now mark saved reports as favorites and they will be displayed at the top of the left sidebar (Tools > Saved Reports menu option).Can now mark accounts as favorites and they will be displayed at the top of the left sidebar (View > Sidebar Accounts menu option).Accounts tab now groups accounts in expandable/collapsible sections.Left sidebar now groups accounts in expandable/collapsible sections.Splits window now uses larger font size if larger font size is selected in the Preferences.Popup transaction window now uses larger font size if larger font size is selected in the Preferences.Added back and forward buttons to make navigating through the application easier and more efficient.Now auto-completes existing saved report name when you are adding/editing a saved report so you do not have to type in the whole name.two specific years, two specific months, and so on) in Comparison report Added option to compare two date ranges (i.e.Added option to quickly exclude transfers from reports.Expense Summary report and subtotaling by tag Now shows grand total for tag when generating Income vs. ![]()
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