What’s new at MoneyWellth

We’re always working on new features and improvements. New Features and improvements released today:

Updated Dashboard Monthly Budget Card 

We’ve enhanced the Budget Breakdown card on the Dashboard to make it more intuitive and user-friendly. The card indicates that it is focused on your Current Monthly Spend, allowing you to quickly grasp how much you’ve spent in the current month without any confusion.

 

Sync Accounts from the Dashboard 

We understand that your transactions can change frequently, and keeping your accounts up to date is essential. To make this process more convenient, we’ve added a new feature that allows you to sync your accounts directly from the Dashboard. Simply click “Sync now” to start the syncing process, ensuring that your financial data is always accurate and up-to-date.

 

Bug Fixes

  • Updating Your Budget: Input values now save when you click the back arrow or X symbol.
  • Transaction Name: Enhanced the display of Merchant Names on the transaction detail page for better accuracy.
  • Monthly Spending Percentage Insight: We have improved the spending trend insight to clearly show your current month’s spending compared to your average monthly spending. This can be found on the Budgeting page in the Monthly budget chart. 
Categories: MoneyWellth