Optimizations (Portfolios) Add asset by total transaction amount (Portfolios) Select date to show closing price or NAV instantly when adding transaction (Portfolios) Improved data display precision (Debt) Manually select interest accounting category Fixes (Portfolios) Fixed duplicate dividend count in closed P&L calculation (Common) Fixed crash during data export under specific conditions (Wallet) Fixed incorrect trend chart display with installment debt (Portfolios) Fixed incorrect label in cost mode

Optimization (Portfolios) - Optimized copywriting on the Profit & Loss analysis page. (Portfolios) - Optimized interaction on the Asset Transaction page. (Cashflow) - Account icons are now displayed in the booking form. (Debts) - Optimized interaction for the repayment function. (Reimbursements) - Optimized interaction for the reimbursement function. (Common) - Optimized interaction for adding and editing accounts. (Common) - Added 12 new account icons. (Common) - Optimized currency display when language is set to Traditional Chinese. (Common) - Optimized UI for the Adjust Account Balance page. Fixes (Portfolios) - Floating P&L and Cumulative P&L now display correctly based on the selected cost method. (Portfolios) - Fixed incorrect color display in the transaction list. (Portfolios) - Fixed incorrect prompt messages when adding asset transaction records. (Portfolios) - Fixed calculation errors for initial assets and cumulative profit/loss when viewing "All Time" in the P&L analysis. (Portfolios) - Fixed calculation error for total floating profit/loss in the average cost method within the holdings list. (Debts) - Fixed an issue where installment repayment records could not be edited or deleted. (Cashflow) - Fixed an issue where data from the "Tutu Books" app could not be imported. (Common) - Fixed an error in account sorting.

Optimization (Cashflow) - Display account icons in the accounting form (Portfolio) - Optimized message display on the portfolios page (General) - Added 4 account icons Fixed (General) - Fixed issue where excluded accounts could not sync across multiple devices (Cashflow) - Fixed issue where Tutu accounting data could not be imported (Cashflow) - Fixed error where transaction categories failed to load when setting transaction type via shortcut command (Cashflow) - Fixed issue where bills added via shortcut command were not synced to other devices (Cashflow) - Fixed issue where interest data was not displayed in the statistical analysis list (Portfolio) - Fixed incorrect handling fee display when adding asset sale records (Portfolio) - Fixed incorrect yield display when average cost was negative

New (Cashflow) - Shortcut for automatic add transaction Optimized (Portfolios) - Added asset interaction logic (Portfolios) - Adjusted decimal places for custom asset price settings Fixed (Portfolios) - Fixed a crash when deleting custom assets under certain conditions (Portfolios) - Fixed an issue where the homepage did not refresh after deleting a custom asset

New (Common) - Feedback on page interaction button clicks (Common) - 4 new account charts added (Budget) - Budget allows custom sorting Optimization (Common) - Account sorting can be synchronized across multiple terminals (Common) - Chart UI and list UI display optimization (Cashflow) - Increase the size of the clickable area for recording an item (Portfolios) - Optimization of the yield algorithm in profit and loss analysis (Portfolios) - Optimization of asset search result sorting Repaired (Budget) - Error in displaying the amount of classified consumption in budget analysis (Budget) - Error in daily summary statistics in the bill list in budget analysis (Cashflow) - Error in using an amount with decimals when searching for bills without results (Cashflow) - Error in displaying the time interval in search result analysis (Portfolios) - Error that may crash when searching for custom assets (Portfolios) - Error that crashes when selecting a date in a chart on the asset homepage (Common) - Error in text display

New (Debt) - The distribution analysis of liabilities and claims can be viewed by name, account, type, and due date Optimized (Cashflow) - The bar chart on the bill homepage does not include the amount of transfers between internal accounts (Common) - Adjust the size of some account icons (Debt) - Debts can be unarchived (Wallet) - The display method of the total assets and total liabilities statistical pie charts has been optimized, and certificates of deposit, claims, etc. are displayed together, and you can click to view details Fixed (Import) - Account display errors when importing data that is transferred within an account (Cashflow) - Abnormal errors when periodic bills are synchronized on multiple terminals (Wallet) - Errors in the repeated counting of institutional debt amounts in liability analysis (Wallet) - Errors in the display of the last day's amount and the top amount in the trend chart that are inconsistent

New (Wallet) - Net worth analysis, total asset distribution analysis, liability distribution analysis (Common) - Added 2 brokerage account icons (Portfolios) - Added comprehensive yield statistics in profit/loss analysis Optimizations (Common) - Display decimal points in axis labels of charts (Common) - UI improvements on some pages Fixed (Portfolios) - Fixed issue where cross-listed stocks only showed one entry in asset distribution (Portfolios) - Fixed incorrect color display of floating profit/loss amounts (Casfh) - Fixed time selection error (could not select times before 8 AM) (Portfolios) - Fixed logic error when adjusting account balances via swipe in Wallet (Common) - Fixed incorrect monthly average price display in quarterly subscriptions (Common) - Fixed overlay persistence after logout when app lock is enabled

New (Portfolios) - Added daily profit and loss, you can view the daily increase or decrease and the amount of increase or decrease of specific assets (Portfolios) - Added profit and loss analysis, you can view the yield curve, profit and loss ranking and other data within the selected time period Optimization (Common) - Optimize the display effects such as fonts, colors, and charts (Wallet) - Adjust the date interval of the trend chart in the wallet page (Portfolios) - Analysis data can still be displayed after the asset account is completely liquidated (Portfolios) - The cost is allowed to be 0 when adding custom asset transaction records Fixed (Portfolios) - Fixed the error of incomplete display of percentage or amount in asset distribution (Portfolios) - Fixed the page layout error when selecting asset type (Portfolios) - Fixed the display error of custom asset type in asset distribution

New (Common) - Added 4 money app icons and 3 account icons Optimized (Portfolio) - Adjusted the UI of transaction records in asset cash management Fixed (Portfolio) - Floating profit and loss icon display error in asset details (Portfolio) - Balance display error after adjusting transaction records in asset cash management (Portfolio) - Asset details display statistics and transaction records according to the specific selected asset account (Portfolio) - Display specific custom asset types when displaying analysis pie charts by asset classification (Debt) - Error that may cause the app to crash when deleting debt records (Cashflow) - Error that may cause the label name to be displayed as Null when modifying labels (Cashflow) - Error that may cause the app to crash when adjusting categories (Common) - Error that may cause the calendar to crash when selecting a date under special circumstances

New (General) - Added 5 new account icons Optimization (Portfolio) - Custom assets can now be deleted (Portfolio) - Asset details now display decimal places based on asset type (Portfolio) - "Bank Wealth Management" added as an option for custom asset types Fixed (General) - Fixed issue where non-selectable state for accounting accounts failed after setting (Budget) - Fixed issue where income data was not filtered in budget analysis tag records (Portfolio) - Fixed UI display and interaction logic errors for custom assets (Portfolio) - Fixed issue where notes for custom assets could not be entered (Portfolio) - Fixed issue where special characters could not be used in custom asset names (Portfolio) - Fixed issue where the page did not refresh after updating custom asset prices (Portfolio) - Fixed incorrect amount display after transferring funds in cash management (Portfolio) - Fixed issue where deleted transfer data was not synced in cash management (Portfolio) - Fixed display error for custom assets in transaction details (Cashflow) - Fixed issue where special characters could not be used in tags (Cashflow) - Fixed crash that could occur when deleting reimbursement records

New (Portfolio) - You can create custom assets and add transaction records (Import) - Support importing Toto wallet bills (Common) - Added 4 account icons and 2 category icons Optimization (Common) - Interface, text adjustment and optimization Fixed (Import) - Fixed the time error of importing bills (Portfolio) - Crash error caused by initializing adding assets (Cashflow) - Crash error caused by periodic accounting

Optimization (Portfolio) - Sort holdings by market value (Portfolio) - Sort by asset type when adding assets Fixed (Debt) - Error that setting debt as not included does not work (Debt) - Fixed an error that the ribbon cannot end after debt is archived (Cashflow) - Tag search cannot display an error containing emoji expressions

New (Portfolios) - Support adding assets of Beijing Stock Exchange (Cashflow) - Support importing data of Pixiu Accounting Optimized (Cashflow) - The statistical amount at the top of the cashflow supports switching between "Expenditures", "Income" and "Balance" (Cashflow) - After restarting the APP, the last selected account will be automatically selected when opening the bill page (Cashflow) - Template import adapts to more time formats (Cashflow) - Optimize the sorting of categories, tags, and account list data in the analysis (Common) - When adjusting the balance, it will be enabled to generate a balance bill based on the last selection (Wallet) - Add "Adjust Balance" shortcut button when swiping left on the account Fixed (Debt) - Fixed the error of incomplete display of debt form on small-screen mobile phones (Wallet) - Fixed the error of abnormal debt summary data in the wallet page (Wallet) - Fixed the error of not being able to display the "Repayment" shortcut button when swiping left on the credit account (Budget) - Fixed the error of abnormal display of budget progress percentage after pull-down refresh (Common) - Fixed the error of abnormal synchronization of account settings on multiple terminals

New (Portfolio) - Added a Diluted Cost Price Mode, allowing users to switch between Average Cost Price and Diluted Cost Price on the asset details page. (Portfolio) - Added support for recording dividends for assets. (General) - Added 3 new account icons. Optimizations (Portfolio) - Adjusted the transaction fee to be a default option. (Cashflow) - When viewing the transaction history of a specific account on the bill page, the balance after each income/expense is now displayed. Bug (Portfolio) - Fixed an issue where the account icon could not be modified during the initialization of asset holdings. (Portfolio) - Fixed a crash issue when adding assets on macOS 15.

New (Debt) - Bank certificates of deposit and treasury bonds can be created and managed in Debt. (Debt) - You can create and consume installments in the liabilities. (Debt) - Added historical archive. Debts can be archived and saved after they are ended. (Public) - New character avatars have been added to the account icon library. Optimized (Public) - In the date selection, click "Year" to quickly specify the date (Assets) - Optimized the font size and spacing of my holdings Fixed (Public) - Fixed text errors

New (Common) - Added 20 account icons and 4 category icons (Common) - Feedback: Added WeChat QR code for product assistant Optimized (Common) - Optimized some page copywriting and interactions (Cashflow) - Accounting form can choose to open or close time Fixed (Portfolios) - Error in adding multiple assets during initialization (Common) - UI display error in iPad OS 18 (Common) - Multi-terminal data synchronization error

New (Portfolios) - You can add precious metal assets, currently only supports RMB (grams) pricing. In the future, it will support USD (ounces) pricing. (Public) - Added 10+ brokerage account icons Optimized (Portfolios) - The asset portfolio only allows adding assets with the same asset pricing unit and account currency. Avoid balance change errors caused by multi-currency exchange rate fluctuations. Fixed (Public) - MacOS crash error (Public) - iPad OS18 modification of account currency display incomplete error (Public) - Unable to restore default App icon error

New (Common) Selectable app icon (Common) Added 13 account icons Optimized (Common) Trend chart contains data for the day (Common) Selectable flag as account icon (Common) Optimized UI display (Cashflow) Optimized bill analysis label data sorting Fixed (Common) Calculation error when selecting the entire range in the trend chart (Common) Data synchronization error in special circumstances (Cashflow) Search summary multi-currency calculation error (Cashflow) Error in selecting an account for reimbursement (Market) Display error of price increase and decrease data in the market

New (Common) - Added 16 account icons and 2 category icons Fixed (Wallet) - Fixed trend chart data errors in special cases. (Cashflow) - Fixed accounting time display errors in 12-hour format. (Common) - Fixed dark mode UI errors

New (Common) - Added 5 account icons Optimized (Common) - Optimized dark mode UI (Cashflow) - Transfers support custom time (Cashflow) - Bills can be searched by amount (Wallet) - Trend charts support dragging to view net assets on the selected date Fixed (Reimbursement) - The list of data to be reimbursed is not refreshed after modifying the bill amount (Cashflow) - Fixed the error in displaying multiple currency exchange rates in the accounting form (Portfolios) - Fixed the error that the special asset details page will crash (Portfolios) - Fixed the error in displaying currency symbols in the add asset page (Common) - Fixed the error that non-cash accounts cannot be selected when transferring (Common) - Fixed the error that failed to update account balances under special circumstances (Debt) - Fixed the error that the bill sorting changed after adding repayments (Debt) - Fixed the error in displaying the repayment date when editing repayments (Debt) - Fixed the error that the debt details will crash under special circumstances

New (Cashflow) - Add Transaction supports modifying hours and minutes (Public) - Accounts support "non-cash" settings, mainly used for recording low-liquidity assets such as term deposits, Gold, Points, House, etc. (Public) - Accounts support "Available when adding transactions" settings. For cash accounts that are not frequently used, this option can be unchecked, and the account will be hidden in the account list when add transaction. Fixed (Portfolios) - Fixed the error in the amount sold in the asset transaction history (Reimbursement) - Fixed the error in the display of the reimbursed amount in the reimbursement form

Fixed (Debt) - Fixed an error that limited debt management to 2 items after subscribing to premium membership. (Common) - Fixed year display error in calendar (Common) - Fixed the error that the limit, repayment date, and statement date data in the credit account are not synchronized.

Optimization (Portfolios) - Trend charts support dragging to view assets on a specified date (Portfolios) - After deleting all transaction records of an asset, it will automatically return to the homepage (Debt) - The keyboard can be hidden after filling in the amount in the debt form (Debt) - Only the interest can be filled in when collecting/repaying in debt management (Debt) - The debt list is sorted from recent to distant by the collection/repayment date (Common) - Optimize the multi-terminal data synchronization logic Fixed (Common) - Fix the error that the APP crashes after MacOS is started (Common) - Fix the error that synchronization fails when sorting wallets separately (Cashflow) - Fix the error that crashes when deleting future bills (Cashflow) - Fix the problem that the amount of bills on future dates is not included when counting balances (Wallet) - Fix the display error of the asset distribution pie chart after hiding the group (Wallet) - Fix the type display error when adding a new account after hiding the group (Wallet) - Fix the crash of the wallet due to the calculation error of the time segment (Wallet) - Fix the UI display error of the wallet folding (Wallet) - Fixed the error that liabilities were not included in net assets. (Debt) - Fixed the error that the debt list did not update the currency unit after switching the default currency (Debt) - Fixed the error in the summary display when there are multiple currencies in the debt bill list (Debt) - Fixed the error that the amount could not be filled in decimals when adding debt (Portfolios) - Fixed the error that the next step could not be made after adding a position when initializing assets

Optimize (Cashflow) - Display account balance when show account list for accounting (Cashflow) - Supports the selection of future dates (Public) – Added Hong Kong Zhongan and Bourso Bank icons (Public) - Optimize multi-language translation Fixed (Wallet) - After fixing the problem of hiding the group, the group summary amount is displayed incorrectly (Wallet) - Fixed the error that the debit account selected when swiping left on a credit account to repay does not take effect. (Debt) - Fixed the amount error caused by the thousandth separator when creating a new debt.

Optimization (Wallet) - Support hidden groups. (Debt) - Added thousandth separators to the amount filled in the debt form. (Public) - Added icons for Discover, Capital One, State Street Bank, U.S. Bancorp, Morgan Stanley, Bright Smart Securities, and Cathay United Bank. Fixes (Cashflow) - Fixed the error that the sorting would be reset after adding or modifying accounting categories. (Cashflow) - Fixed the error in the bar chart amount display on the bill page in multiple currencies. (Portfolio) - Fixed the error in the pop-up window display of the transaction direction when editing asset history on iPad OS. (Portfolio) - Fixed the display error of the transaction amount and realized profit and loss in the asset history. (Reimbursement) - Fixed the error that the reimbursement form in the reimbursed list could not be edited. (Public) - Fixed the error that the bottom tab bar was reset after changing the default language of the APP. (Public) - Fixed the error that the program would crash when sharing the APP.