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Wealth Builder

Wealth Builder version history

‹ General Info
Version 5.0.3
Updated 1 year ago
Changelog v5.0.3 is a minor update to fine tune some items from our last update!
- Implementation progress checklist is now fully integrated
- Balance added to MOAC charts
- Support chat widget added to Support link (close via X)
- Added "I am debt free!" checkbox option to Debt Payoff
- Added option to delete account data
- Various bug fixes, design updates and performance improvements
Version 5.0.1
Updated 1 year ago
Changelog Huge new design update for WealthBuilder 5.0!
- Complete UX/UI redesign and overhaul to make the app more fun to use YEAH!!!
- New user onboarding, tutorials and checklist!
- Increased ND1 Budgeting Custom Accounts to 10
- Fixed phone OTP issue (you can now use your phone to login again)
- Update required message (you’ll see a message to update the app if you haven’t done so lately)
Version 5.0.0
Updated 1 year ago
Changelog Huge new design update for WealthBuilder 5.0!
- Complete UX/UI redesign and overhaul to make the app more fun to use YEAH!!!
- New user onboarding, tutorials and checklist!
- Increased ND1 Budgeting Custom Accounts to 10
- Fixed phone OTP issue (you can now use your phone to login again)
- Update required message (you’ll see a message to update the app if you haven’t done so lately)
Version 4.0.6
Updated 2 years ago
Changelog Add value to Primary investment strategy
Update messaging when Debt Payoff calculator cannot run
Increase time for toast messages
Numeric only keyboard for OTP code entry
Performance improvements
Version 3.6
Updated 3 years ago
Changelog Version 3.6 address a few important issues and improvements:
- Improvements to side menu navigation from user profile pic
- Change profile pic function now works on PWA (web app)
- Asset & Liability account form controls and validations added, delete button added
- Debt Payoff calculator form controls and validations added
- Compound Return Calculator fields added to Asset accounts
- New Advanced Options features added to Compound Return Calculator (Annual Increase and Volatility/Drawdown)
Version 3.5
Updated 3 years ago
Changelog Version 3.5.1
Addressing a few bugs related to our last release with brand new Wealth Dashboard features (see notes below):
- App icon corrected
- Goals settings page bug fixed (some accounts)
- Header display & status bar bug fixed (some devices)
- The Side Menu now has a version number indicator
Version 3.4
Updated 3 years ago
Changelog v3.4 w/ new Dashboard and TWF system integration:
- Identify Freedom & Lifestyle Numbers
- Track personal Net Worth + Balance Sheet per TWF Money Quadrant methodology
- ND1 rules (Spending Controls)
- ND2 rules (Capital Allocation)
- Compound Debt Elimination system, fastest route to debt freedom, payoff order + date, save thousands in interest, free cash flow (TWF Restructure Balance Sheet for Cashflow methodology)
- General design, bug fixes and performance improvements!
Version 3 (2 variants)
Updated 4 years ago
Changelog This release is the first of many to come on our roadmap to personalize your wealth building experience and maximize your progress through a new integrated platform. New app has a redesigned Course and Coaching experience plus you can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
Version 2.0
Updated 4 years ago
Version 1.9
Updated 5 years ago