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Wealth Builder
Wealth Builder version history
‹ General Info| Version | 5.4.0 |
| Updated | 2 months ago |
| Changelog | Added new Annual Dividend field for Securities (in Asset details) MOAC global settings are now independent from selected Balance Sheet |
| Version | 5.3.2 |
| Updated | 10 months ago |
| Changelog | This release has the following: - Fixed issue related errors when deleting cloned Parent and sub Holdings accounts - Added link to Documentation (Docs) in profile menu - Added link to Progress % to Plan menu - Force Sync button added and now required to update Linked Accounts (Pro users only beta feature) - Various other UX/UI fixes and improvements |
| Version | 5.3.1 |
| Updated | 1 year ago |
| Changelog | This release has the following: - Improvements to Plaid holdings syncing (Pro members only - beta) - Fixed errors in Debt Payoff due to zero balance liabilities - Fixed various MOAC related issues and errors: global settings not saving, errors when Earned Income not set to at least $1, removed Daily/Weekly options in Additional Contribution settings in Asset Details, newly imported holdings now auto set to "Exclude from MOAC" - Auto focus added to OTP field at login for smoother login experience |
| Version | 5.3.0 |
| Updated | 1 year ago |
| Changelog | This release has the following: - Some important performance and bug fixes related to brokerage holding account data sync (Pro members only - beta) - Minor design fixes |
| Version | 5.2.1 |
| Updated | 1 year ago |
| Changelog | This release has some exciting new features: - New Holdings sub account feature added! - Lots of misc bug fixes and design improvements Improvements to Plaid account syncing (Pro members only currently): - Pro members can sync brokerage holdings (ie; stocks, bonds, etc) - Unlink Financial Institution button added - Ability to forced sync accounts that haven't updated - Sync status icons added to account name |
| Version | 5.1.2 |
| Updated | 1 year ago |
| Changelog | This release has some minor bug fixes including: - Learn + menu added to mobile - Balance sheet selector on Dashboard page re added - Reinvest income: Into debt payoff UI adjustment - Removed "sync account" as option when adding new accounts on mobile (Pro subscribers please use web app for Plaid testing) |
| Version | 5.1.1 |
| Updated | 1 year ago |
| Changelog | This release has some great new features! - Global nav for easier balance sheet switching and workflow - Option to funnel Asset cash flows into Debt Payoff acceleration via new “Reinvest Income: Into debt payoff” setting - Last updated time/date stamp and filtering on all Accounts - Various design improvements and bug fixes - Financial Institution account balance auto sync via Plaid (currently beta testing for Pro users only) |
| Version | 5.0.6 |
| Updated | 1 year ago |
| Changelog | Version 5.0.6 is a minor update with the following features and improvements: - Stripe customer portal integration (user’s can update their billing from Profile are of app now) - MOAC allow for all assets to have "Exclude from further investment" - Ability to add $0 balance, $0 monthly, 0% interest payment for liabilities - Delete account feature (App Store requirement) - Misc design and performance improvements |
| Version | 5.0.5 |
| Updated | 1 year ago |
| Changelog | Version 5.0.5 is a minor update with the following features and improvements: - MOAC drawer input order - Allow shares to go to the thousands place to account for fractional, change for 4 decimals (shares owned), 8 decimals (units owned) - Remove mouse movement, up/down arrows in number fields, auto format number fields - I am debt free keeps blurred background of chart - Assets: exclude from further MOAC investment |
| Version | 5.0.4 |
| Updated | 1 year ago |
| Changelog | Version 5.0.4 is a minor update with the following performance and bug fixes: - UX update to max width of 1225 - Moved primary goal text to green box - Persist the Sort order on BS - Fix number field scrolling and add commas on BS page - Fix debt payoff chart loading issues on Sort Payoff By selection change - Fix Annual Contribution to dollar amount instead of percentage - Fix Planning menu expansion when left side menu collapsed |
