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Contracts page (new)

We’ve added a new Contracts page that brings all your recurring budget items together in one view.
  • A tabbed view with grouping, sorting, filters, search and labels
  • Edit budget items directly from the list
Read more: Contracts

Quick sync for Procountor integrations

We’ve given Procountor users two sync options: Full sync and Quick sync.
  • Quick sync is faster and skips the detection of deleted transactions
  • Deleted transactions are detected automatically every morning

Hierarchical account picker & other improvements

  • Hierarchical account picker: accounts are now grouped under the headings of the statutory hierarchy, which makes them easier to navigate
  • Input validation: fields block invalid values before you save, instead of the save failing silently
  • Labeling rules: the Last applied date now updates correctly when rules are applied
  • Subtotal rows: on expanded nodes, subtotal rows now show a Σ symbol in a semibold font

Bug fixes

  • Fixed inconsistencies in the cash balance report across reporting modes, and the date picker not keeping linked dates
  • Fixed counterparty logos flickering while data loads and being exported incorrectly to Excel and CSV
  • Fixed the Cash out from investments row missing from custom net cash flow formulas, and the labeling rule counter not updating while a search filter is active
  • Fixed the settings page heading rendering when moving between subpages, and a misleading label counter in the Label panel
  • Multiple other fixes and visual corrections