Balance Sheet Improvements (v6.4)

Version 6.4 brings some useful improvements to the Balance Sheet feature. The balance sheet shows a column for current date balance as well as an additional selectable date column for comparison. The filter adds an additional option to show Future Projection for account balances when a future date is selected for comparison (such as End of this month or Custom).

The balance sheet tab has been redesigned to show the newer date to the right. If the comparison date selected is a future date, then it is displayed to the right while the current date is on the left. The comparison date column has also been italized.

When the future projection is turned on, and an account is clicked on the balance sheet, the transactions list would include future reminders so you can tie the projection amounts to your transactions and reminders.

Other Improvements

  • Clicking on a category will now also display the date range for detail transactions list.

  • Updated Hebrew, Portuguese Brazilian and Russian language
  • Fixed issue where the budget summary table on the Pie Chart report is sorted by values rather than Parent》Child categories

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