What's new

v2026.8.4

Redesigned property navigation: a persistent header and a new icon rail show which property and section you’re viewing at all times, replacing the old tab strip
Property Details is now its own page, including satellite and street view photos of the property’s address
Redesigned the Buying Plan’s Funding Sources page
Building allowance (Div 43) depreciation can now be estimated from a property’s build year and applied to the 10-year depreciation schedule with one click

v2026.8.3

Sale scenarios can now include a full CGT (capital gains tax) what-if panel, showing an estimate for a hypothetical sale
LMI (Lenders Mortgage Insurance) now auto-estimates from your deposit and purchase price, editable before you commit to it
New “Cash or Growth” verdict on a property’s summary showing where it sits between cashflow and capital growth, with the reasoning behind the score (Pro)
New reference glossary covering key investment ratios: Cap Rate, GRM, Break-Even Ratio, Debt Yield, Operating Expense Ratio, and Cash-on-Cash return
Contacts can now be linked directly to a property from the Contacts page; removed the Salary column from that view
Fixed the Buying Plan showing all figures in $ regardless of a property’s actual currency
Fixed the licence/certification widget appearing on properties you don’t own
Fixed the Tax tab being hidden on owner-occupier properties, and the “main residence” toggle incorrectly showing on investment properties
Fixed dark mode not being applied on the Cashflow Levers and Mortgage Scenarios tabs
Fixed a stray scrollbar appearing in the property detail page’s sub-navigation
Fixed the mobile Settings page overflowing the viewport and clipping content on the right

v2026.8.2

If you’re already logged in, our free calculators on the resources site (like Cash or Growth) now unlock automatically — no need to sign up again just to see your results

v2026.8.1

Fixed the property map detaching the table’s filters and toolbar from the table
Bank statement CSV import now flags likely duplicate transactions in the preview, before you commit the import
Fixed interest-saved figures that could miss part of a financial year; the Cashflow Levers tab now also shows total interest saved over the life of the loan, alongside this year’s figure
Fixed a calendar edge case where the last day of the month wasn’t always recognised as part of the current month
Fixed the sign-in, forgot-password, reset-password, and onboarding screens still showing the old logo

v2026.8.0

Investor Gate: Forecast now supports per-year growth and inflation overrides for capital growth, rental growth, and expense growth, instead of one flat rate across the whole projection — editable directly inline in the Data Table, with system defaults shown for any year left blank
New sign-ups’ default growth and inflation assumptions are now seeded from region-specific settings rather than one fixed global set of numbers
Fixed after-tax cashflow incorrectly applying Australia’s negative-gearing rules to UK and New Zealand properties
Fixed Reports occasionally showing different numbers than Forecast for the same property and year, caused by a second, separately-maintained copy of the underlying calculations
Imported bank transactions now show up in Actuals/Reports — previously only manually entered actuals appeared there
Updated the app’s wordmark and logo across the sidebar, sign-in screen, and mobile view to match the current brand
Docs site gained a proper favicon and footer

v2026.7.18

Balance Projection replaces its old financial-year-only navigation with a continuous rolling window — filter by This Year, This Quarter, Last Quarter, This FY, Last FY, Last 12 Months, or a custom date range, paging forward or backward with no year limit
Balance Projection now shows individual dated transaction rows instead of collapsing each month into a single total you had to click to expand
CSV import now warns if the imported statement’s closing balance disagrees with the account’s own set balance, letting you update it or keep it as-is
Sankey diagram now shows a “Savings” node when your configured transfers exceed what a property actually needs, instead of drawing the full transfer amount as if it were all being spent
Bank accounts can now be marked Closed — warns if the account still has active transfers, and disables adding new transfers/top-ups/payments while closed
Replaced the Banks page’s “Combined Projection” table with an at-a-glance summary: this month’s income/expenses/shortfall, how many accounts are forecast to go cash-negative, and a warning when scheduled transfers won’t cover what’s coming due
New docs page: Security & Data Protection, covering infrastructure, MFA/TOTP, encryption, and malware scanning on uploads

v2026.7.17

Bank transactions can now be edited (date, description, amount) directly from the Banks transaction list, not just re-categorised
Bank transactions can now be deleted individually, not just as part of undoing a whole CSV import
Fixed a mortgage account’s imported CSV transactions being read with the wrong sign convention — a bank’s own loan-statement (where a “LOAN PAYMENT” reduces what you owe) was being treated like an ordinary account statement, silently walking the debt in the wrong direction
Fixed Balance Projection showing $0 for an account whose real transaction history goes back more than a year, instead of reflecting its true balance
Fixed Balance Projection’s current financial year showing the wrong opening balance when today falls within the very first month of that year — most visible right after a loan payoff or other large transaction lands early in a new financial year
Fixed the Overview page’s Balance Projection not refreshing immediately after importing a CSV of bank transactions

v2026.7.16

Fixed a mortgage account’s Balance Projection showing an incorrect frozen balance in months before the loan was actually drawn down, instead of $0
Chrome desktop notifications now show the app icon instead of the generic globe icon

v2026.7.15

Properties can now have their own Tax Country (Australia, New Zealand, or United Kingdom), independent of your account’s country — this changes which expense fields apply and how they’re labelled, e.g. hiding Land Tax and LMI for NZ/UK properties and relabelling Strata/Body Corporate fees to “Ground Rent / Service Charge” for the UK
Imported bank transactions now flow directly into a bank account’s Balance Projection, instead of sitting in an isolated list disconnected from the forecast — this feature (CSV import, categorisation, and Balance Projection wiring) is now part of the Pro/Investor plan
New weekly digest email summarising upcoming rent, overdue/upcoming items, and portfolio value — opt out any time from Settings → Preferences
New in-app toast notifications for important events
Fixed Capital Improvement and Selling Cost being unreachable from the Add Event type selector, despite being fully supported everywhere else in the app
Recording an expense via Actuals now automatically confirms the matching Calendar entry, instead of requiring a separate confirmation click there too
Fixed Calendar showing duplicate Rent and Management Fee entries
Dashboard hero widgets can now be hidden and re-shown individually via “Edit widgets”
Licences & Certifications hero widget now shows a bigger shield icon and a clearer empty state, with a direct link to add your first licence
New docs guide: tracking licences and certifications, covering renewal reminders and the event timeline

v2026.7.14

Track licences and certifications (gas safety checks, smoke alarm compliance, landlord registration, and more) as a new event type on a property’s timeline, with a reminder 30 days before renewal is due
Fixed Reports Monthly Detail showing wildly different figures month to month for the exact same recurring rent or bill — estimates now show flat, predictable monthly or quarterly amounts instead of varying by how many days happen to be in that particular month
Fixed a bug where a property’s Balance Projection could show the mortgage’s current balance frozen across an entire past financial year, including months before the property had even settled
Fixed an agent-deducted expense not counting as real recorded data in Reports, even though it’s a genuine confirmed cost
Notifications: the bell badge now only counts genuinely unread items, and a “Select all” option makes clearing out old notifications faster
Improved text contrast across the app for better readability

v2026.7.13

Bank transaction CSV import gained an Interest Expense category, so mortgage interest no longer has to be lumped in under the generic “Mortgage” category
Notifications: the sidebar/mobile bell now shows a real count instead of a plain dot, and you can opt in to OS-level browser notifications from Settings so a new notification reaches you even when the tab isn’t focused
Recording a real transaction against a property now requires a linked bank account first, instead of silently letting you create an orphaned actual with nowhere to reconcile against
Fixed a rent-scheduling bug where the Calendar’s expected monthly rent varied depending on how many days were in that particular month, instead of matching the flat monthly figure shown everywhere else in the app
Homebuyer add-on: rewritten pricing copy, plus a new FAQ explaining what it is and who it’s for
New “Docs & Support articles” link in Settings → Help and on the sign-in screen
Accessibility: every icon-only button across the app (modal close buttons, edit/remove actions, document viewer navigation) now has a proper label for screen readers

v2026.7.12

New tenancy duration widget on a tenanted property’s Cashflow tab, showing how long the current tenant has been in place — grey under a year, green past one year, blue past two
Rent Change events can now record the tenant’s name, so tenancy duration tracks correctly across a turnover instead of resetting on every rent adjustment
Info icons on stat cards (LVR, DSCR, and others) now show a short description on hover with a “Learn more” link through to the docs, instead of navigating away immediately on click
A bank account’s Balance Projection gained previous/next financial-year navigation, plus a “Current” shortcut when viewing a past or future year
Opening an account from a property’s Banks tab now takes the back button straight back to that property, instead of the general Accounts list
Notifications can now be deleted individually or in bulk via a new multi-select mode, instead of only being dismissable
Fixed “Add Property” links landing on an old full-page form — it now creates the property and opens straight to its editable Summary tab, matching every other “Add Property” button in the app

v2026.7.11

Mortgage accounts now reconcile properly with a property’s real linked bank account — the Cashflow Summary, Monthly Detail, Reports, and Tax views all reflect the account’s actual balance and any lump-sum payments, instead of a formula projected from the original loan amount
Lump-sum mortgage payments now appear as their own line in a mortgage account’s Balance Projection and correctly reduce its running balance, instead of only affecting later interest silently with no visible transaction
Offset accounts show a clear warning explaining why “Interest Saved” isn’t appearing, if the offset isn’t correctly linked to a mortgage
New “Repayment comes from” field on a mortgage account, so a repayment can be modeled as coming out of a different account than the mortgage itself — supports both a simple two-account setup and a shared “hub” transaction account across several properties
Mortgage accounts gained a “Lump Sum” option right on the account’s own page (alongside Transfer, Top-up, and Payment), so a one-off payment can be added or removed without opening Edit Account
New Monthly Top-Up card on a negatively-geared property’s Cashflow Summary, showing whether a real transfer already covers the shortfall, partially covers it, or isn’t set up at all
The Cashflow Map now shows a real transfer covering a property’s shortfall as its own flow, instead of assuming the whole gap always comes from an unmodeled salary top-up
Fixed the Cashflow Map double-counting management fees already netted out of rent, which was inflating both the traced account total and the shortfall figure
Bank account pages now have a friendly, shareable URL (e.g. /accounts/<id>/westpac-offset) instead of always collapsing back to a bare, unbookmarkable page
Dashboard’s hero stat row is now readable at more screen sizes — values no longer get cut off, and the row is shorter so the Cashflow Map is easier to reach without scrolling
Calendar’s mortgage transaction edit form now clarifies that it only corrects one recorded payment, not your ongoing interest rate or loan balance
When a property becomes Owned or Tenanted with more than one bank account linked, you’re now prompted to confirm which account actually receives the rent — so an Offset and a Transaction account don’t both show it as if it landed there
New docs guide: setting up mortgages and bank accounts, covering a simple single-loan setup through to a hub-and-spoke portfolio

v2026.7.10

Fixed a linked mortgage account’s balance incorrectly shrinking every month for interest-only loans — it now correctly stays flat unless you record an extra/lump-sum payment
Bank Accounts now shows a mortgage account’s live projected balance (reflecting lump-sum payments) instead of only the last recorded snapshot
Fixed a property’s mortgage repayment figures being inflated after recording a valuation or current-value update — a valuation now only affects the displayed property value, never the loan repayment amount
Fixed inline numeric fields (Cashflow Summary) occasionally reverting to their old value for a moment after a quick edit
Reports Annual Summary and the Cashflow Summary’s Net Position now always show the same “Net Rental Income / (Loss)” figure for the same property and financial year
Operating expense fields are now locked once a property is marked Owned, preventing accidental edits to figures that should be driven by real actuals
Improved accessibility: sidebar navigation links and account-footer icons now have proper labels for screen readers, and colour-only status indicators (DSCR, LVR, Net Cashflow) now show a redundant icon
New docs site “Terms” section explaining LVR, DSCR, Debt Recycling, Stamp Duty deductibility, Joint Tenants vs Tenants in Common, and Cash Yield vs Capital Growth

v2026.7.9

Dashboard’s cashflow chart replaced with an interactive Cashflow Map — a flow diagram showing how rent (and any salary top-up) moves from each property’s account into mortgage, rates, insurance, and other expenses. Click a property to trace just its flow, or toggle between a combined portfolio view and per-property. Available on mobile too.
Dashboard property cards now show a notification icon when that property has a pending action — an unpaid payment or an expiring tenancy — linking straight to your notifications
Calendar’s “Confirm Rent Received” now correctly defaults the “paid into account” field to your property’s actual deposit account
Properties view gained an Export CSV button and a bulk “Delete selection” action; Import CSV moved below the table

v2026.7.8

New DSCR (Debt-Service Coverage Ratio) hero widget on the Dashboard and each property’s Cashflow tab, with a link to a new guide explaining what it means
New Cash Balance hero widget on the Dashboard, summing your transaction and savings accounts
Reports now default to an explicit property/portfolio choice instead of silently showing “All properties”; Monthly Detail across your whole portfolio now renders a real month-by-month view instead of asking you to pick one property first
Portfolio Summary report gained a portfolio filter and a “Split by owner” view
After-tax cashflow is now blended from each property’s actual Owners (weighted by ownership %) instead of a single account-wide income figure
Fixed rent, vacancy, and management-fee figures drifting out of sync between the Cashflow Summary tab and Reports — both now agree, and reflect real actuals once a property is tenanted
Fixed CSV property import applying your own account’s currency instead of the imported property’s actual country — you’re now asked to choose a country before importing
Fixed property currency showing inconsistently on the Properties/Compare view
Settings gained a “Buying goal” field, so you can update your onboarding intent (home buyer / first investment / growing a portfolio) later instead of being locked into what you picked at signup

v2026.7.7

Global search — press Cmd/Ctrl+K anywhere in the app to jump straight to a property, account, contact, or transaction
Properties page: click a column header to sort, drag headers to reorder them, and edit Notes/Asking/Offer/Bedrooms/Bathrooms directly in the table — on both desktop and mobile
Properties: Purchase Price and Current Value are now separate columns, and the map appears above the table instead of replacing it
Mobile Properties view reimagined, with the filter row collapsing into a bottom sheet instead of scrolling sideways
Fixed owner-occupied Principal & Interest loans showing equity frozen at the original deposit instead of growing as the loan is paid down
Cashflow gained an “Income Left This Month” hero card
Funds transfers can now be attributed to a specific owner
New Portfolio Summary and Portfolio Grid reports
Reports: canceling out of Print/PDF no longer resets your chosen report type, financial year, or property selection
Your preferences (theme, currency, growth defaults) now sync to your account and follow you across devices, instead of living only in this browser
Fixed a bug where switching users on a shared browser could leak the previous user’s sidebar state and theme
Mobile: Settings moved from the header username into the “More” menu
Sidebar decluttered: admin tools now live in their own labeled section instead of a crowded icon row
Homebuyer add-on: added a Settings entry point and checkout-linked emails, and it now also unlocks sort, selection, and side-by-side compare on Properties — previously it only removed the property limit
Fixed bank statement CSV import, which was failing on every attempt, and the transaction auto-categorisation rules that go with it

v2026.7.6

Calendar now shows rent and the agent’s management fee as one combined transaction, matching how your bank statement actually reads it, instead of two separate entries on different days
Confirming a rent event opens a proper modal: adjust the rent received and management fee, add one-off deductions (letting fees, tradespeople), choose which account it was paid into, and see a live total — if a payment falls short, the shortfall automatically carries forward to the next rent event
Rent Change entries can now record your property manager and override the management fee or other monthly fees from that date forward
Portfolio Cashflow replaced the static “Vacancy Loss” estimate with “Outgoings Left This Month” — a live total of this month’s scheduled bills and mortgage payments that haven’t been confirmed yet
Sidebar can now collapse to an icon-only rail to free up screen space; your preference is remembered
Mobile navigation reorganised: Properties added to the main bar, Contacts and Reports moved into a new “More” menu, notifications moved to the top bar
Mobile property pages: tabs that don’t fit the screen live behind a single “⋮” menu instead of requiring horizontal scrolling
Fixed a bug where a property’s mortgage repayment could be double-counted or dropped entirely from cashflow projections when more than one bank account was linked to it
Help Center launched — onboarding guides, a subscription FAQ, and this changelog

v2026.7.4

Bank accounts can now have their own currency, with balances shown converted to your portfolio currency
Live daily exchange rates auto-convert property values across your portfolio (Pro and Investor)
CSV import gained externalUrl, askingPrice, and comment columns, plus an isOwnerOccupier Yes/No column
Depreciation schedule moved to the Tax tab, made fully editable, and extended from 5 to 10 years
Annual Reports now show an ownership-percentage split for multi-owner properties
Carry-forward tax losses now use recorded actuals only, starting from settlement date rather than contract date
Mobile layout fixes: single-column pages with no side-scrolling, user icon in the header
Reports Monthly Detail fixed for portfolios with exactly one property; print/PDF export fixed

v2026.7.3

New stamp duty calculator — estimates duty by Australian state, UK, or New Zealand address, with a one-click “Use” button
Rental tax history and carry-forward loss tracking added to the Tax tab
Reports gained CSV export and print support
Tax Country selection now auto-syncs property currency across the dashboard, edit fields, and calendar
Error monitoring (Sentry) added across staging and production
Admins can now grant or revoke additional admin accounts

v2026.7.2

Capital gains discount rates corrected for company (0%) and SMSF (33.3%) ownership entities
Various mobile layout and onboarding fixes

v2026.7.1

Owner percentages are now validated to sum to 100%
Capital gains cost base now includes holding costs (the ATO’s “third element”)
New capital gains events timeline on the Tax tab
Mobile: header hides on scroll, bottom navigation stays sticky

This page covers recent releases — check back here after each update for what’s changed.