The following enhancements and features have been developed, tested and released to production:
Untangling and Analyzing Jointly Held Accounts
- Users may create people cards for anyone attached to deposits or spends on personal and business accounts
- Users can create debit and credit card associations with accounts and assign users to the cards
- On jointly held personal accounts, the parser detects if spending is originated from a specific card number and/or person
- Users are able to manually assign income and spending to a user on a joint account for analysis. Manually assignments are audit logged, and tagged with the beneficior and purpose
- Multiple new analytics implemented for analysis of jointly held accounts as well as reconciliation
New Spousal Visual Analytics
- A new comparison visualization is included on all dashboards comparing spouse incomes (by category) and spend over time and higlighting the larger earner and/or spender
Report Exports
- Enhanced design for report exports
- Modification to exported reports allowing for critical data to export to reporting PDFs
Blog Article Enhancements
- Multiple new blog articles added for additional SEO optimization, all providing external links for assistance
- Dark/Light selector for articles implemented as well as an overhaul of the Article design
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