Fix Data Update Error Update Exchange Rates

Fixed fractional shares under one input error Updated setup data Excluded archived accounts from selection Adjusted keyword search position Modified account adjustment buttons

Fix the account value calculation issue in the report

Added more account categories: insurance value, cash, deposits, real estate, investments, credit cards, and loans. Account categories are now linked to income and expense categories that affect asset value changes. Added a new Assets & Liabilities report with pie charts grouped by asset categories. Added settings options to manage account types and the income/expense categories used for asset value changes. Added a Rate App link in the main menu.

Update monthly income and expense calculations on the dashboard Update the user signup

Fixed an issue where transaction inputs could exceed valid ranges Added clearer explanations for different usage scenarios Fixed an issue where the startup selection dialog appeare

Initial setup flow now allows users to choose whether to proceed Deleting an account will automatically remove its linked plan/account settings Adjusted monthly spending calculation on the dashboard

Fixed an issue where deleting a dividend reminder did not work correctly. Fixed an issue where the budget goal checkbox in financial goals was automatically unchecked after modifying the budget. Adjusted the initial version check flow and related UI. Updated the display conditions for available goals on the dashboard.

When modifying the budget goal’s due date, if the plan end date is before the retirement date, then the budget goal should proceed up to the plan end date. Fix the adding currency issue in the add account currency dialog. Fix the issue where financial goals cannot be deleted when deleting sample data.

Fix error when canceling AddAccountCurrency Modify using the guided link Update and adjust the authorization screen Fix search for Symbol Fix issue where repayment loan minimum payment could not be set to 0 Fix problem with separating positive and negative lines for goal assets Fix notifications for recurring transactions Fix issue where dividend notifications could not be displayed

Modify account currency selection method Display currency balance based on the selected date Adjust balance according to the selected date Fix issue of process displaying too early Add repayment goal setting

Securities basic information update and modification Date display correction Account feature update — balance date correction

Fix initial account currencies check Fix issues and suggestions notifications Fix dividend calculation exceeding limit issue Modify automatic budget settings

Modify the subscription screen Update the link content

Securities data update/modification User interface modification

Modify the interface appearance and display the language based on the system language setting.

Refine the user interface Revise the initial setup process Documentation link update

Modify the data update procedure

Modification of Investment Target Functionality

Server data update adjustments Modify financial goal calculations

Modify Account Settings Modify Password Settings Modify Display Text

Modify the deletion of portfolio items Update and modify the transaction date

Modify the display period of historical returns for securities. Modify the user tutorial content.

Modify the display of the comparison between actual spending and target spending.

Modify input validation conditions Modify input error warning message