Version 365Projected availability 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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