v1.4.3 — A calm first open
This release is all about first impressions and staying in control — nothing
about your numbers changed, only how gently the workbook presents itself.
- The file opens calm. A new user sees the five everyday tabs — shares,
mutual funds, fixed deposits, PPF, bonds — instead of all 26. Gold &
silver, EPF, NPS, property, cash and insurance are one switch away on the
Settings tab, each with a worked example already inside. - Your choice wins. Switch any asset class off and it hides — even if it
has rows. Nothing is deleted, it simply isn't counted, and one amber line
on the Dashboard reminds you what's hidden so money can never quietly
disappear from view without you knowing. - A tidier tab strip. Tabs are colour-coded (navy = overview, teal =
family members, blue = you type here, grey = automatic, gold = the Guide),
and the reference lists that feed the dropdowns stay tucked away unless
you ask for them. - "Real Estate" is now simply "Property", and the property / cash /
insurance / gold examples are clearer and more generic — including a
three-step "adding your gold" guide (weigh in grams, pick the type, done). - A friendlier Settings tab. One plain Show? column with honest
statuses, and the target-percentage block clearly marked optional.
Existing workbooks upgrade seamlessly — the next update keeps every row,
reads the old labels, and applies your Settings choices as they are.
Get it: download the zip for your computer below (Windows or Mac) and
unzip it. Updating? Keep your own Excel file; just replace the Update
Portfolio app with the new one.
Full changelog: v1.4.2...v1.4.3