An interim update since v3.3.0. Highlights (all user-facing):
Import
- Money Pro (iBear) CSV importer.
- Generic CSV (full-ledger) importer for any multi-account export, with a column-matching step so it adapts to your file.
- Deep-linkable Settings to Import.
Accounts
- Transaction quick-actions on the account page (add a transaction or investment transaction with the account pre-filled).
- Account configuration consolidated into a tabbed Edit dialog (Details, Reconciliation, Import, Cash sleeves).
Personalization and feedback
- User-selectable UI font (5 options); numerics stay monospaced.
- Attach a screenshot or file to feedback and replies.
AI and the MCP server
- MCP server now ships 117 HTTP tools (up from 109).
- New reconciliation tools: upload a statement via MCP, portfolio-wide reconciliation summary, duplicate bank-row detection and removal, bulk accept matches, read and write balance anchors, and a bank-only staged promote.
- Reconciliation accuracy fixes for transfer legs and cascade deletes.
Full notes: https://finlynq.com/releases/v3.3.1