Build 60290Published 25.08.2023
BudgetWe have corrected an issue where the budget could sometimes not be created
GeneralWe have improved the translations for French and German language
We have published a refreshed and improved set of demonstration data
We have added the possibility to toggle checkboxes with the space bar, no longer requiring a mouse click
On image fields for selected modules, you can now automatically search suitable images from the internet through Bing
On image fields, you can now retrieve the last camera capture with a simple right-click
We have increased the number of attached documents by record from 10 to 20
We have fixed an issue where a scan without paper in the feeder would crash the application
ResidenceWe have changed the sort order on the transformations tab for projects, showing budget items on top
TaxesWe have added the year selector on the tax summary tab
TenantsWe have added a sophisticated rental analysis tab showing rental calendar, occupancy and average rates, consolidated, by property or by rental unit
The rental income summary will now also include entries without a due date set
We have added start/end dates on the rental income tab
We have corrected and error where the rental overdue amount was not shown correctly in foreign currency
We have improved the home screen for rental contracts
LegalOn a legal case the respective indicators for Plaintiff and defendant have been added
We have added a tab to track a threaded course of events providing detailed documentation for further action
We have added a tab allowing the tracking of reasoned and clean legal opinions
We have improved the automatic sorting of judicial procedure steps
We have added additional fields on the stakeholder tab
We have added a budget tab
Build 80280Published 31.07.2023
AccountsWe have corrected an issue where accents were not processed correctly during CAMT import
GeneralOn image fields the user can now use the shortcuts Ctrl-C and Vtrl-V
We have implemented the new Edge Browser control in the document manager
HealthOn the tab "Addresses" the type of address is now visible
The tab showing Processed Invoices has the selector enabled for export
PaymentsWe have corrected an error in the Top Allocation chart of the analytics
StatementsThe profit or loss from the Portfolio module is now added to the change in net worth calculation
TaxesWe have added default values for the tax addresses
The tax checklist supports now attachments, and can be copied to the following years
Build 80270Published 30.06.2023
GeneralWe have integrated the new Microsoft WebView2 document management technology
SuccessionWe have added a tab allowing to keep track of asset/liability ownership for each spouse
We have added succession insight analytics
CollectiblesWe have now enabled by default expert mode, facilitating the direct entry of valuable objects
HealthWe have implemented support for tracking laboratory values over time with Excel export
PaymentsWe have fixed an issue where invoices with 2 separate QR codes would not be recognized
Dual WorkstationWe have fixed an issue where the exchange rates disappear after syncing under certain conditions
We have implemented 2-way sync between main and auxiliary workstation (Beta)
Financial StatementsWe have corrected an issue with the percentile calculation of 2 financial ratios
FinancingWe have added the option to add an image to illustrate the purpose of a disbursement made
Pension fundsWe have corrected an issue where the year selection in the statemements was not active
Build 80250Published 26.05.2023
TenantsThe language for the automated emails can now be set in the tenant
HealthWe have added the process for invoices paid directly by the health insurance
We have added the possibility to generate an excel file with embedded hyperlinks for invoices to be submitted
We have added a workflow for submission of health invoices
PaymentsWe have added a tab with supplier statistics and allocations
We have added the insights analytics to the payments module
GeneralWe have sped up the speed of reloading the demonstration data by a factor of 10
Build 80240Published 21.04.2023
GeneralThe document manager has now a "save as" button, facilitating the export of documents
The account holders now receive default values
The default length for generated values is set to 14-16 and can be customized through 2 new parameters
TenantsVariable rental charges can now be detailed using up to 5 different components per contracts
We have added a notepad to the rental income tab
CellarWe added the possibility to print a worksheet for the cellar to capture comments and consumption
During first time installation, we download by default the full wine catalog
When adding new bottles, it is now possible to directly enter the years before/after/at the peak of consumption.
CollectiblesA new tab "Benchmark" allows you to select the items to be included into the Benchmark report
We have corrected a bug whereby the item numbering was incorrect if multiple residences were selected
The object properties translate now automatically when the language is changed
Pension fundsWe corrected the calculation of the average 3 year contribution for private pensions
ResidenceWe refined the TCO calculation for maintenance and repair
We added the insurance cost in the TCO calculation
TaxWe improved the view on deductible invoices
PortfolioWe have improved the stability of stock quote downloads
BudgetWe have corrected the sort order on the budget detail report
Build 80220Published 20.03.2023
GeneralWe added the foreign currency values on the cash flow summary views
We added an option to toggle between the regular tab menu and a drop down menu providing more screen real estate
The document manager has been simplied and now supports single page scanners with document feeder
We added (partial) support for older scanners
CollectionsWe added the Insights page to the module
We have added a field for the tag of an object
We corrected a bug whereby some objects could not be deleted
We added an inventory count list to support the periodic counting process
HealthWe corrected display errors in the Insight Analytics graphs
We improved the formatting of the Health Report
TalentPrinting of "competencies under development" has been disabled if there are none
PaymentsWe corrected a bug whereby an attached document would not be immediately visible during detail entry
We corrected a bug in the [Payments] tab that did not allow you to change the bank account into a portfolio account
We added a worksheet listing possible invoice allocations
We corrected an error in the BIC validation algorithm
The type for incoming external documents from Outlook or a Folder are now set by default to "supplier invoice"
For direct debits and card payments the payment date is now automatically set to the document date
We redesigned the supplier address entry form and supplied default values
If an IBAN is recognized and no QR is present the payment type will automatically default to IBAN
StatementsWe added the analysis for the change in net worth
We added 2 accounts on the balance sheets to capture incoming/outgoing liquidity on a date in the future
ResidenceWe corrected a bug where the value of the transformations was not always correctly included in the valuation
The Project field in the transformation tab has been converted to a simple drop-down
We corrected an anomaly in the TCO calculation for the mortgage component
Build 80203Published 30.01.2023
GeneralWe have added the possibility to leverage the FoxIt PDF reader for Document Management, providing a better user experience
We have quadrupled the speed of conversion of scanned documents into PDF format
We have added support for duplex scanners with manual feed
We have refreshed the icons for selected modules
HealthWe have added a new "Hold" status for health invoices requiring clarification
We have added the possibility to update the invoice processing status directly from the summary screen
We have streamlined the health invoice detail view
A new report allows you to print a weekly paper sheet to capture weight, pressure and pulse
TenantsWe added a new tab to facilitate the entry of the tenant address and bank account details
We added the possibility on the rental tab to book prepaid rentals into actual rental period
We added for single period rentals the possibility to enter the exact date range and to show the average daily rate
We added a new tab to register tenant feedback, observations and testimonials
ResidenceThe cost of personnel is now included into the overall residence TCO calculation
We have corrected a bug with the TCO calculation whereby the equipment cost was counted twice
We have simplied the tracking of transformations
We fixed a bug related to the posting of transformation cost to the financial statements
TalentWe have added worksheets in PDF format for the management of Lominger behavioral competences
We have added the possibility to print playing cards for the Rokeach Family Values Game
PaymentsWe have added the possibility to print the payment protocol after ebanking instruction generation
We have sped up by a factor of 10 the processing and analysis of QR invoices
We have added the application of OCR to PDF invoices with embedded images
CollectiblesWe have added a field to register the location or tag of an object
We have added the taxonomy for photographs
We have added subtotals by type in the valuation reports
StatementsWe added a new worksheet to review actuals and set targets for the Griffith ratios
Build 60260Published 30.01.2023
The 60000 build range has reached end of life and will only receive selected improvements from now on
Existing users will receive instructions on the upgrade process as soon as the transfer procedure has been released
Note that the upgrade requires a 64-bit installation of Microsoft Office
Build 60254Published 20.12.2022
GeneralWe have doubled the speed of generating reports in PDF format
We have implemented a recycle bin for deleted records
We have added the possibility to download and re-install a fresh set of demo data
We have introduced many new default values during data entry
We have fixed an issue where accentuated characters in the system parameters were not allowed
Automatic backups are no longer suggested for auxiliary workstations
TalentWe have added an entry in the chart of accounts to track personal development expenses
StatementsWe have improved the ergonomy of the Griffith Ratio sharing
We have improved the reliability of insights captures and prefill now additional data fields
PaymentsIn some cases for French and German installations the invoice was not recognized properly
Build 60250Published 22.11.2022
GeneralThe full MyPrivate Family Office Handbook is now accessible from the Home screen
We have improved the ergonomy for screen sizes of the Surface Pro & Laptop family
ResidenceWe have transferred the tenants and mortgages tabs to the new modules "Tenants" and "Mortgages"
MortgageWe have buillt & released the new [Mortgages] module with increased ease of use
We have implemented new analytics for the the [Mortgages] module
We have corrected an anomaly that occurred under certain circumstances during refinancing
TenantsWe have buillt & released the new [Tenants] module with increased ease of use
We have implemented new analytics for the the [Tenants] module
We have corrected a bug related to rental contracts in foreign currency
VehiclesWe have corrected the Vehicle analytics where lease and depreciation were double counted
AccountsWe have further improved the processing speed of the module
PaymentsThe payment types "Managed cash expense" and "Unmnagaed cash expense" have been deprecated
StatementsWe have added a toggle to show/hide the chart of account codes
Build 60240Published 30.09.2022
We have added the possibility to scan in duplex mode
We have added a tab in the control panel to view/manage the status of available scanner
We have substantially improved the performance of balance calculations
TaxWe added the possibility to assign the fiscal account to a tax deductible invoice
We added the option to export all tax deductible invoices for one or all tax accounts to a single folder supported by an Excel index
Build 60230Released 31.07.2022
GeneralWe published the MyPrivate Family Office Handbook on the MyPrivate Website (Manuals, English only)
Mandatory fields are now marked with an asterisk (*)
We have improved the error correction flow including a traceability mechanism
AccountsCAMT.051 entries are now also automatically matched against direct debits / card payments
PaymentsFor Swiss domestic payments we supply the Clearing Number, eliminating the need to enter the BIC
We fixed an issue where sometimes the description of the QR code was not extracted
We have fixed an issue where under some circumstances the household expenses would not be posted
StatementsThe calculation of the Griffith ratios have been improved
ResidenceWe have added a new tab showing the Total Cost of Ownership of a residence, a single unit or fully consolidated view
EventsWe have released the brand new Event Planning module.
Build 60220Released 31.05.2022
GeneralWe have added the possibility to merge/harmonize user defined codes in the various modules
We have added a parameter to customize the date format on the reports
We have improved the stability of the Document Manager
AccountsWe have improved the performance of account balance calculations
ResidenceWe have fixed a bug whereby the rental income creation would fail under some conditions
The layout of the summary reports for mortgages and tenants has been improved
PaymentsPortfolio accounts can now be selected to register payments in the various modules
The ScannedMailFolder is now operational. When set, MyPrivate will load new scans in the database upon opening of the Payments module
When entering credit card invoices, it is now possible to specify the closing balance that will generate directly the period end statement in the Accounts module
A currency conversion bug has been corrected that occurred during entry of a credit card invoice in foreign currency
We have improved the error management in case the OCR handler cannot be found during bill analysis
Users of a manual QR reader (eg pay-eye) can scan the QR code manually if needed
We eliminated screen flickering during the retrieval of messages from Outlook
When attaching a document to a payment MyPrivate will default automatically to the last folder
TaxThe notion of tax deduction codes has been deprecated and replaced by a simple checkbox
SyncWe fixed a bug whereby under certain conditions the synchronization would fail
Build 60210Released 31.03.2022
DocumentationThe new MyPrivate Family Office Handbook is now available for download
EcologyThe layout of the main screen has been improved and the images have been refreshed
GeneralTemporary files created during OCR/QR analysis are now immediately cleaned up upon completion
A new progress bar has been introduced; additional screen real estate has become available
Attachments are now accessible directly from the summary view
A new, improved document manager has been implemented
InsightsCaptions have been improved across all modules and the translations in german and french have been completed
AccountsCAMT053 files can now be imported automatically from a folder
PaymentsA new parameter MP_MAX_OUTLOOK_DOCUMENTS (default 10) limits the number of new documents that will be retrieved by MyPrivate in one time
The payment reconciliation form sorts now by date
New parameters MP_RECONCILE_DEBIT_CARD and MP_RECONCILE_CREDIT_CARD have been added (default value is FALSE). If set, payments by Credit Card and Debit Card can be reconciled explicitly through the payment reconciliation form
During payment reconciliation, an aoption has been added to filter on a specific account
An issue was fixes where Swiss IBAN accounts with a letter at the end would not be recognized
During OCR/QR analysis it is no longer needed to specify the type of search (IBAN/ESR/QR)
The performance of the OCR/QR analysis has been substantially improved
If a Swiss QR code cannot be read, MyPrivate will now automatically apply OCR to retrieve Creditor Reference, IBAN and BIC
During payment posting, if an object is required, a clear description is now displayed
Support for UTF-8 (accents) has been added
Possibility to use a QR code scanner (e.g. Pay-Eye)
Pension fundsDue to a bug, an account number could not be entered into the Inpayments tab
PersonnelDue to a bug, in some cases the time on a time card would not display correctly
The sort order of the tax return drop down in the posting tab has been improved
The payslip calculation engine has now also access to the detail of hours reported, as well as IBAN and BIC
ResidenceOn the mortgage summary screen the interest rate is now shown with 2 decimals
The mortgage installments and payments are now directly accessible from the main tabs; in addition an option has been added to switch between mortgages and toggle between payments/installments
Rental income and payments are now directly accessible from the main tabs; in addition an option has been added to switch between tenants and toggle between payments/income
Transformations can now be rolled up into a master project. A new option has been added providing consolidated totals for the project
A total has been added on the lease payments summary screen
The leasing installments and payyments are now directly accessible from the main tab. A new option has been added to toggle between installments/payments
Consumption totals are now shown, provided that the same unit of measure is used
Build 60180Published 05.10.2021
GeneralAfter installing an update the program no longer switches automatically to demo mode
The navigator control status is now restored during opening of a module
PaymentsThe list of invoices to be paid is now always sorted by due date
The formatting of the analytics screen has been improved
On non-english Office Installs the BVR and QR codes were sometimes not recognized
PensionProjections can now also be made by manually specifying monthly contributions
ResidenceOne-off rental with manually entered period and rent can now be managed
TalentFamily values can now be analyzed graphically
Build 60170Published 15.08.2021
GeneralThe performance of list views has been improved, as well as the analytics
MyPrivate can now be installed on Windows with different system languages
HouseholdCredit card accounts could not be selected in some screens of the equipment module
The type and manufacturer field list selection has been improved
OperationsTotals have been added for consumption on gas, water, wood and heating oil
PaymentsThe performance of the Payments module has been improved
In some cases, invoices were posted to the wrong module tab. A screen to review and correct errors has been added.
The performance of the Payments module has been improved
Bank account and identifier entered on a payment are now copied automatically to the address record.
TaxA new setup table has been added to categorize tax deductible invoices
Build 60160Published 07.07.2021
AccountThe account to account transfer has been split into a Transfer In and a Transfer Out screen for ease of use
The sort order and year selection on closing statements have been corrected
CollectiblesThe collectibles module will show only categories that contain at least one item
Support for the Hovercam slingshot function
EcologyThe Ecology module now provides access to the year selector
GeneralUnder certain conditions credit card spend was not visible in the modules
The user now gets a warning if the screen resolution is too low
Improved color scheme for write-enabled fields
HouseholdA new tab in the equipment module reports on the household value for insurance purposes
PaymentsThe US bank and check payment methods have been merged into a single Bill-Pay method
Under certain conditions changing the allocation filter would crash the program
PersonnelThe german template for salary payments has been added
SyncThe synchronisation engine has been written and is now 10x faster and no longer requires SQL Server to be installed
VehiclesIt is now possible to mark a car as company-car, allowing to manage the information without being added to the family assets
Build 60150Published 25.04.2021
BudgetAdded a new tab with the chart of accounts
CollectiblesAdded the possibility to assemble a reporting book
Added a collectibles report without prices for benchmarking purposes
GeneralDeprecated the rotating panels on the home screen
Added option to open the installation folder from the homepage
HealthThe drop-down field for Illness/Accident did not filter correctly
Import version 5The account movements were not propagated correctly
PortfolioImproved the error handling during the download of stock prices
StatementsAdded capability to compare financial ratios against an external sample population
VehiclesMarking a vehicle as "commercial vehicle" caused a crash
Build 60140Published 07.04.2021
CollectiblesThe notes entered in the Household module can be completed in the collectibles module
Custom reports can now be defined for collectibles detail info
EquipmentA new tab allows quick classification of objects for the Collectibles module
GeneralIn some cases the icons would not show up
A long waiting time when changing an icon has been resolved
The street address can now be entered in the address subforms
Various translation improvements
During Excel export sometimes error 1004 was showing up
The report tab names are now translated
PaymentsThe invoice reference was not being posted for equipment purchases
After posting a payment the fields can still be corrected if needed
After paying an invoice it still can be deleted if necessary
PersonnelA brand new module to manage your personnel has been released
ResidenceAn additional tab has been created to see all mortgage payments for a single residence
Build 60135Published 12.03.2021
AccountsCAMT.053 statements without IBAN indication (e.g. Credit Suisse) can now be loaded using an alternate account number
BudgetThe "reset values" option on the budget is now operational
FinancingThe drop-down list with suggested descriptions was incorrect
GeneralThis release includes the capability to import version 5 data
NutritionLine numbers have been added to the recipe ingredients
Steps have been added to the recipes
Print option has been added to the planning tab
PaymentsThe UK eBanking format (BACS) has been added
PortfolioIf you create a limit order without a date the screen does no longer open
Cashflow transactions can now be applied against portfolio accounts as well
There is no longer the need to manually configure stock price retrieval parameters
ResidenceThe summary view layout has been optimized, with increased search speed
Build 60130Published 26.02.2021
AccountsAdded the possibility to add credit card accounts for transfers
In the accounts module, a check on the validity of the IBAN has been added
The CAMT.053 worksheet printout has been translated into French and German
The imported CAMT.053 statements can now be filtered by year
GeneralThe program no longer stops when you open twice the same attachment
Various translation improvements
PaymentsDuring bill entry only entries for the currently selected module are shown in the dropdown
The recognition of IBAN and BIC on an invoice has been improved
Parameters have been added to warnt when the valuta date is too far in the past or in thefuture
A warning has been added when the OCR plugin is not installed or configured
Added additional controls prior to generating eBanking instructions
ResidenceIn some cases the closing balance of a mortgage did not compute
Corrected calculation for morrtgage closing balances & reporting
StatementsAn option has to be added to prefix the description in the chart of accounts with its code
An option to print the chart of accounts has been added
SyncThe ergonomy of the synchronisation information panel has been improved
TaxTax credits did not compute correctly
Build 60125Published 02.02.2021
AccountsDisable possibility to rename or delete account categories
CollectiblesEnabled possibility to add documents
Demo dataThe credit card account has been moved to the right category
EcologyEmissions related to nutrition are calculated
GeneralVarious stability issues have been fixed
After installing/reinstalling different scanners the listed names are now updated
A new parameter has been added allowing to choose the preferred location for temporary files
The setup procedure allows the user to change the default installation folder
Closing the application through [X] allows the user to bypass the automatic backup
All document tabs have the year selection disabledConfiguration parameter values are kept during updates
Added panel with database health indicator and compact/repair function
PaymentsCorrected an issue where BVR/ESR codes were not recognized correctly if not on last page
Credit card payment restrict the account to a list of credit cards
The program no longer crashes when Outlook parameters are incorrectly set
When credit card payment is selected, object does not contain credit cards
PensionIn some cases the closing balance of a statement was not taken into account
ResidenceTenant email address used for rental receipt can now be entered directly
Build 60120Published 22.01.2021
GeneralAdded 200+ translations
Bug fix related to missing screen translation
PaymentsPayment date will default to spend date if not set
After selecting a new document type the object selection is no longer erased
Credit card payment restrict the account to a list of credit cards
Build 60118Published 18.01.2021
AccountsAdd cash transfer, then tab "cash [G] -> not updatabed balance
Pets/Leisure/SportObsolete equipment can now be hidden or shown in the Sports, Leisure and Pets modules
GeneralA parameter is now available to avoid rotating display of module highlights
A number of missing primary keys have been added
During installation the check on the Microsoft Access Versiion is no longer performed
HealthAn address created in the [Address] tab is now immediately available in other tabs
PaymentsPosting of mortgage payments in the Paymemts module has been corrected
Document icons are now added imemdiately for files created by MyPrivate
The PAIN.001 payment file has been adjusted to meet Swiss Postfinance requirements
PortfolioMissing translations in the Portfolio module have been added
TaxThe checkboxes Submitted and Accepted can now be changed
Build 60111Published 04.01.2021
GeneralRefreshed demo dataset for 2021 (new installations only)
Support for very high screen resolutions (e.g. Surface Desktop)
NumLock is no longer disabled by the program
AccountsCAMT 051 statements without the tag can now be downloaded as well
CellarInsights correctly calculate revaluation
EquipmentEquipment from modules [Sport] and [Leisure] can now be maintained/repaired as well
FamilyPreset data entry fields for safe password & PIN management
PaymentsThe value date no longer shows hour and minutes
Validation of address information upon creation of a new payments
PortfolioCompletion of the [Portfolio] module supporting multiple cash accounts for one portfolio
ResidenceUnder some conditions a mortgage balance was not re-calculated
VehiclesAfter re-creating a lease payment schedules existing payments are automatically re-applied
Build 60000Published 01.09.2020
GeneralScreen layout resdesigned according to modern standards
Core engine rewritten for faster response times
Analytics accessible directly from within the modules
Redesigned document manager with support for flatbed and automatic feeder
Redesigned reports with better rendering
Implementation of a new, fresh orange/gray color scheme
Filter by keyword capability on summary screens
Expenses entered directly in the modules can be allocated to a bank account
Expenses entered directly in the modules have now an expense date as well as a payment date
Foreign currency rates are now automatically updated
Anonymous submission of modules/tabs accessed to support a more foucsed development process
Home ScreenNew home screen layout with direct access to all modules
New home screen offers 4 customizable images to better distinguish between "own data" and "demo data"
Integration of the calendar with important dates/events into the home screen
View on 4 major exchange rates on the home screen with manual refresh option
Replica editionRedesigned engine leveraging SQL Server instead of File-based copy
New synchronization engine allows for full and incremental inbound and outbound sync
FamilyIntegration of the addresbook into a new tab
Insignt analytics directly accessible from within the module
HealthNew tab allows you to track observations over time (e.g. moles)
Insight analytics directly accessible from within the module
AnimalsNew tab allows you to manage equipment related to your animals
Insight analytics directly accessible from within the module
ResidenceMortgage payment allocation redesigned from Open Item to Balance Forward for greater ease of use
Rental income redesigned from Open Item to Balance Forward for greater ease of use
Insight analytics directly accessible from within the module
HouseholdAligment between all types of equipment
Capability to allocate any type of equipment to a collectibles category
New link between Equipment and the new Collectibles Module
Insight analytics directly accessible from within the module
OperationsSimplified data entry screens for electricity, heating oil, water, gas and wood
New capability to track and account for electricity produced (e.g. from solar panels)
VehiclesSimplified data entry screen for tracking of consumption
Insight analytics directly accessible from within the module
InsuranceCoverage, inclusion and exclusions are now accessible from the home screen
Redesigned 12-month rolling forecast of insurance premiums
Insight analytics directly accessible from within the module
Pension fundsRedesigned projected revenue at retirement for ease of use
Insight analytics directly accessible from within the module
EcologyInsight analytics directly accessible from within the module
AccountsTransaction history collects movements from across all modules
New Transfer Tab combines Account-to-Account movements and Manual Transactions
Deprecated functionality to create payment file for account-to-account movements
TransactionsRebranded module from "Payments" to "Transactions"
Support for the new Swiss QR Bill
Reading of QR code by the software without need for extra equipment (e.g. Pay Eye or QR bar code reader)
Capability to retrieve bills automatically from Outlook or a Folder
Automatic extraction of IBAN and Swiss Reference Numbers from eBills in PDF format
Automatic extraction of IBAN and Swiss Reference Numbers from scanned documents through OCR
New single page design for invoice processing, with data on the left and original document on the right
All types of spend are now easily classified through 4 main types and 8 subtypes
Replacement of the 4 allocation drop downs by a single, multi-select list of all possible allocations
Extensive error checking prior to posting combined with record lock after post
Reconciliation tab has new capability to view all invoices and unreconcile
StatementsRedesigned chart of accounts
Redesigned Income & Expenses report
Redesigned Balance Sheet report
Redesigned Griffith Ratio Analysis report
Griffith Ratios are now calculated leveraging numbers from the financial reports
Option to share Griffith Ratios anonymously and benchmark own position
Possibility to enter adjustments with audit trail
New Chart of Accounts tab
Insight analytics directly accessible from within the module
BudgetRedesigned budget leveraging the new chart of accounts
Merging of the old Annual and Monthly views into a single Quarterly/Annual View
A new tab shows detailed budgeted change in Net Worth
Insight analytics directly accessible from within the module
TaxesAn extensive tax preparation checklist is now included
A new tab enables the review and selection of deductible invoices
Insight analytics directly accessible from within the module
FinancingComplete redesign of the module to better suit the needs of interfamily financing
Capability to track multiple loans in multiple currencies to family members or third parties
Optional setup of a reimbursement schedule
Allocation of reimbursements redesigned from Open Item to Balance Forward for greater ease of use
Insight analytics directly accessible from within the module
PortfolioNew capability to manage cash portion in multiple currencies for a single portfolio
Redesigned conversion from limit orders into transactions for greater ease of use
New tab allowing the management of Materials, in addition of Stock/Bonds/Funds
Replacement of the stock quote provider by a new, free stock service with high performance and access to 50 stockmarkets
Insight analytics directly accessible from within the module
TravelChecklists now supports both generic and trip specific items
Insight analytics directly accessible from within the module
CollectiblesReplaces the deprecated "Collections" module
Taxonomy for household objects marked as "collectibles" can be refined in this module
Refreshed taxonomy for 29 main categories of collectibles and 230+ predefined attributes
Improved management of custom attributes
Improved management of stones, colored stones and pearls for jewelry objects
Access to appraisal reports (succession, tax, insurance) available as standard report
New evaluation worksheet for inventory takes
SportInsight analytics directly accessible from within the module
LeisureInsight analytics directly accessible from within the module
NutritionThe previous "Recipes" module is now renamed to "Nutrition"
New capability to establish a meal plan based on your recipes for one or more weeks and review calorific values
New capability to produce a single shopping list with required ingredients for the meal plan
CellarScreen layout and transactions redesigned for greater ease of use
New capability to manage cellar properties and capacity
Insight analytics directly accessible from within the module



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