| Version 365 | Projected availability 01.09.2020 |
| General | Screen 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 Screen | New 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 edition | Redesigned engine leveraging SQL Server instead of File-based copy |
| New synchronization engine allows for full and incremental inbound and outbound sync | |
| Family | Integration of the addresbook into a new tab |
| Insignt analytics directly accessible from within the module | |
| Health | New tab allows you to track observations over time (e.g. moles) |
| Insight analytics directly accessible from within the module | |
| Animals | New tab allows you to manage equipment related to your animals |
| Insight analytics directly accessible from within the module | |
| Residence | Mortgage 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 | |
| Household | Aligment 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 | |
| Operations | Simplified 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) | |
| Vehicles | Simplified data entry screen for tracking of consumption |
| Insight analytics directly accessible from within the module | |
| Insurance | Coverage, 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 funds | Redesigned projected revenue at retirement for ease of use |
| Insight analytics directly accessible from within the module | |
| Ecology | Insight analytics directly accessible from within the module |
| Accounts | Transaction 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 | |
| Transactions | Rebranded 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 | |
| Statements | Redesigned 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 | |
| Budget | Redesigned 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 | |
| Taxes | An 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 | |
| Financing | Complete 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 | |
| Portfolio | New 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 | |
| Travel | Checklists now supports both generic and trip specific items |
| Insight analytics directly accessible from within the module | |
| Collectibles | Replaces 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 | |
| Sport | Insight analytics directly accessible from within the module |
| Leisure | Insight analytics directly accessible from within the module |
| Nutrition | The 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 | |
| Cellar | Screen 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 | |
Development version 6
Household
Leisure
Prudential
Finance
