| Build 60290 | Published 25.08.2023 |
|---|---|
| Budget | We have corrected an issue where the budget could sometimes not be created |
| General | We 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 | |
| Residence | We have changed the sort order on the transformations tab for projects, showing budget items on top |
| Taxes | We have added the year selector on the tax summary tab |
| Tenants | We 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 | |
| Legal | On 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 80280 | Published 31.07.2023 |
| Accounts | We have corrected an issue where accents were not processed correctly during CAMT import |
| General | On 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 | |
| Health | On the tab "Addresses" the type of address is now visible |
| The tab showing Processed Invoices has the selector enabled for export | |
| Payments | We have corrected an error in the Top Allocation chart of the analytics |
| Statements | The profit or loss from the Portfolio module is now added to the change in net worth calculation |
| Taxes | We have added default values for the tax addresses |
| The tax checklist supports now attachments, and can be copied to the following years | |
| Build 80270 | Published 30.06.2023 |
| General | We have integrated the new Microsoft WebView2 document management technology |
| Succession | We have added a tab allowing to keep track of asset/liability ownership for each spouse |
| We have added succession insight analytics | |
| Collectibles | We have now enabled by default expert mode, facilitating the direct entry of valuable objects |
| Health | We have implemented support for tracking laboratory values over time with Excel export |
| Payments | We have fixed an issue where invoices with 2 separate QR codes would not be recognized |
| Dual Workstation | We 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 Statements | We have corrected an issue with the percentile calculation of 2 financial ratios |
| Financing | We have added the option to add an image to illustrate the purpose of a disbursement made |
| Pension funds | We have corrected an issue where the year selection in the statemements was not active |
| Build 80250 | Published 26.05.2023 |
| Tenants | The language for the automated emails can now be set in the tenant |
| Health | We 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 | |
| Payments | We have added a tab with supplier statistics and allocations |
| We have added the insights analytics to the payments module | |
| General | We have sped up the speed of reloading the demonstration data by a factor of 10 |
| Build 80240 | Published 21.04.2023 |
| General | The 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 | |
| Tenants | Variable rental charges can now be detailed using up to 5 different components per contracts |
| We have added a notepad to the rental income tab | |
| Cellar | We 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. | |
| Collectibles | A 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 funds | We corrected the calculation of the average 3 year contribution for private pensions |
| Residence | We refined the TCO calculation for maintenance and repair |
| We added the insurance cost in the TCO calculation | |
| Tax | We improved the view on deductible invoices |
| Portfolio | We have improved the stability of stock quote downloads |
| Budget | We have corrected the sort order on the budget detail report |
| Build 80220 | Published 20.03.2023 |
| General | We 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 | |
| Collections | We 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 | |
| Health | We corrected display errors in the Insight Analytics graphs |
| We improved the formatting of the Health Report | |
| Talent | Printing of "competencies under development" has been disabled if there are none |
| Payments | We 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 | |
| Statements | We 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 | |
| Residence | We 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 80203 | Published 30.01.2023 |
| General | We 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 | |
| Health | We 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 | |
| Tenants | We 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 | |
| Residence | The 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 | |
| Talent | We 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 | |
| Payments | We 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 | |
| Collectibles | We 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 | |
| Statements | We added a new worksheet to review actuals and set targets for the Griffith ratios |
| Build 60260 | Published 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 60254 | Published 20.12.2022 |
| General | We 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 | |
| Talent | We have added an entry in the chart of accounts to track personal development expenses |
| Statements | We have improved the ergonomy of the Griffith Ratio sharing |
| We have improved the reliability of insights captures and prefill now additional data fields | |
| Payments | In some cases for French and German installations the invoice was not recognized properly |
| Build 60250 | Published 22.11.2022 |
| General | The 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 | |
| Residence | We have transferred the tenants and mortgages tabs to the new modules "Tenants" and "Mortgages" |
| Mortgage | We 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 | |
| Tenants | We 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 | |
| Vehicles | We have corrected the Vehicle analytics where lease and depreciation were double counted |
| Accounts | We have further improved the processing speed of the module |
| Payments | The payment types "Managed cash expense" and "Unmnagaed cash expense" have been deprecated |
| Statements | We have added a toggle to show/hide the chart of account codes |
| Build 60240 | Published 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 | |
| Tax | We 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 60230 | Released 31.07.2022 |
| General | We 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 | |
| Accounts | CAMT.051 entries are now also automatically matched against direct debits / card payments |
| Payments | For 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 | |
| Statements | The calculation of the Griffith ratios have been improved |
| Residence | We have added a new tab showing the Total Cost of Ownership of a residence, a single unit or fully consolidated view |
| Events | We have released the brand new Event Planning module. |
| Build 60220 | Released 31.05.2022 |
| General | We 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 | |
| Accounts | We have improved the performance of account balance calculations |
| Residence | We 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 | |
| Payments | Portfolio 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 | |
| Tax | The notion of tax deduction codes has been deprecated and replaced by a simple checkbox |
| Sync | We fixed a bug whereby under certain conditions the synchronization would fail |
| Build 60210 | Released 31.03.2022 |
| Documentation | The new MyPrivate Family Office Handbook is now available for download |
| Ecology | The layout of the main screen has been improved and the images have been refreshed |
| General | Temporary 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 | |
| Insights | Captions have been improved across all modules and the translations in german and french have been completed |
| Accounts | CAMT053 files can now be imported automatically from a folder |
| Payments | A 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 funds | Due to a bug, an account number could not be entered into the Inpayments tab |
| Personnel | Due 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 | |
| Residence | On 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 60180 | Published 05.10.2021 |
| General | After installing an update the program no longer switches automatically to demo mode |
| The navigator control status is now restored during opening of a module | |
| Payments | The 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 | |
| Pension | Projections can now also be made by manually specifying monthly contributions |
| Residence | One-off rental with manually entered period and rent can now be managed |
| Talent | Family values can now be analyzed graphically |
| Build 60170 | Published 15.08.2021 |
| General | The performance of list views has been improved, as well as the analytics |
| MyPrivate can now be installed on Windows with different system languages | |
| Household | Credit card accounts could not be selected in some screens of the equipment module |
| The type and manufacturer field list selection has been improved | |
| Operations | Totals have been added for consumption on gas, water, wood and heating oil |
| Payments | The 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. | |
| Tax | A new setup table has been added to categorize tax deductible invoices |
| Build 60160 | Published 07.07.2021 |
| Account | The 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 | |
| Collectibles | The collectibles module will show only categories that contain at least one item |
| Support for the Hovercam slingshot function | |
| Ecology | The Ecology module now provides access to the year selector |
| General | Under 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 | |
| Household | A new tab in the equipment module reports on the household value for insurance purposes |
| Payments | The 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 | |
| Personnel | The german template for salary payments has been added |
| Sync | The synchronisation engine has been written and is now 10x faster and no longer requires SQL Server to be installed |
| Vehicles | It is now possible to mark a car as company-car, allowing to manage the information without being added to the family assets |
| Build 60150 | Published 25.04.2021 |
| Budget | Added a new tab with the chart of accounts |
| Collectibles | Added the possibility to assemble a reporting book |
| Added a collectibles report without prices for benchmarking purposes | |
| General | Deprecated the rotating panels on the home screen |
| Added option to open the installation folder from the homepage | |
| Health | The drop-down field for Illness/Accident did not filter correctly |
| Import version 5 | The account movements were not propagated correctly |
| Portfolio | Improved the error handling during the download of stock prices |
| Statements | Added capability to compare financial ratios against an external sample population |
| Vehicles | Marking a vehicle as "commercial vehicle" caused a crash |
| Build 60140 | Published 07.04.2021 |
| Collectibles | The notes entered in the Household module can be completed in the collectibles module |
| Custom reports can now be defined for collectibles detail info | |
| Equipment | A new tab allows quick classification of objects for the Collectibles module |
| General | In 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 | |
| Payments | The 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 | |
| Personnel | A brand new module to manage your personnel has been released |
| Residence | An additional tab has been created to see all mortgage payments for a single residence |
| Build 60135 | Published 12.03.2021 |
| Accounts | CAMT.053 statements without IBAN indication (e.g. Credit Suisse) can now be loaded using an alternate account number |
| Budget | The "reset values" option on the budget is now operational |
| Financing | The drop-down list with suggested descriptions was incorrect |
| General | This release includes the capability to import version 5 data |
| Nutrition | Line numbers have been added to the recipe ingredients |
| Steps have been added to the recipes | |
| Print option has been added to the planning tab | |
| Payments | The UK eBanking format (BACS) has been added |
| Portfolio | If 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 | |
| Residence | The summary view layout has been optimized, with increased search speed |
| Build 60130 | Published 26.02.2021 |
| Accounts | Added 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 | |
| General | The program no longer stops when you open twice the same attachment |
| Various translation improvements | |
| Payments | During 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 | |
| Residence | In some cases the closing balance of a mortgage did not compute |
| Corrected calculation for morrtgage closing balances & reporting | |
| Statements | An 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 | |
| Sync | The ergonomy of the synchronisation information panel has been improved |
| Tax | Tax credits did not compute correctly |
| Build 60125 | Published 02.02.2021 |
| Accounts | Disable possibility to rename or delete account categories |
| Collectibles | Enabled possibility to add documents |
| Demo data | The credit card account has been moved to the right category |
| Ecology | Emissions related to nutrition are calculated |
| General | Various 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 | |
| Payments | Corrected 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 | |
| Pension | In some cases the closing balance of a statement was not taken into account |
| Residence | Tenant email address used for rental receipt can now be entered directly |
| Build 60120 | Published 22.01.2021 |
| General | Added 200+ translations |
| Bug fix related to missing screen translation | |
| Payments | Payment 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 60118 | Published 18.01.2021 |
| Accounts | Add cash transfer, then tab "cash [G] -> not updatabed balance |
| Pets/Leisure/Sport | Obsolete equipment can now be hidden or shown in the Sports, Leisure and Pets modules |
| General | A 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 | |
| Health | An address created in the [Address] tab is now immediately available in other tabs |
| Payments | Posting 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 | |
| Portfolio | Missing translations in the Portfolio module have been added |
| Tax | The checkboxes Submitted and Accepted can now be changed |
| Build 60111 | Published 04.01.2021 |
| General | Refreshed 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 | |
| Accounts | CAMT 051 statements without the |
| Cellar | Insights correctly calculate revaluation |
| Equipment | Equipment from modules [Sport] and [Leisure] can now be maintained/repaired as well |
| Family | Preset data entry fields for safe password & PIN management |
| Payments | The value date no longer shows hour and minutes |
| Validation of address information upon creation of a new payments | |
| Portfolio | Completion of the [Portfolio] module supporting multiple cash accounts for one portfolio |
| Residence | Under some conditions a mortgage balance was not re-calculated |
| Vehicles | After re-creating a lease payment schedules existing payments are automatically re-applied |
| Build 60000 | Published 01.09.2020 |
| General | Screen 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 Screen | New 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 edition | Redesigned engine leveraging SQL Server instead of File-based copy |
| New synchronization engine allows for full and incremental inbound and outbound sync | |
| Family | Integration of the addresbook into a new tab |
| Insignt analytics directly accessible from within the module | |
| Health | New tab allows you to track observations over time (e.g. moles) |
| Insight analytics directly accessible from within the module | |
| Animals | New tab allows you to manage equipment related to your animals |
| Insight analytics directly accessible from within the module | |
| Residence | Mortgage 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 | |
| Household | Aligment 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 | |
| Operations | Simplified 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) | |
| Vehicles | Simplified data entry screen for tracking of consumption |
| Insight analytics directly accessible from within the module | |
| Insurance | Coverage, 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 funds | Redesigned projected revenue at retirement for ease of use |
| Insight analytics directly accessible from within the module | |
| Ecology | Insight analytics directly accessible from within the module |
| Accounts | Transaction 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 | |
| Transactions | Rebranded 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 | |
| Statements | Redesigned 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 | |
| Budget | Redesigned 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 | |
| Taxes | An 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 | |
| Financing | Complete 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 | |
| Portfolio | New 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 | |
| Travel | Checklists now supports both generic and trip specific items |
| Insight analytics directly accessible from within the module | |
| Collectibles | Replaces 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 | |
| Sport | Insight analytics directly accessible from within the module |
| Leisure | Insight analytics directly accessible from within the module |
| Nutrition | The 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 | |
| Cellar | Screen 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 | |
Development MyPrivate Family Office
