Release Notes

1.7

• New "Savings Plan" item — schedule recurring contributions into your standard accounts.
• History comparisons now include a written summary of what changed.
• The medium net worth dashboard widget now includes a historical line graph.
• Contributions, withdrawals, and savings plans are now pinned to the top of their folders for quicker access.

1.6

• The medium net worth dashboard widget now shows a breakdown.

1.5

• Updated sidebar and toolbar with native design language and Liquid Glass styling.
• Added ability to pause and resume supplemental dividends.
• Bug fixes and performance improvements.

1.4

• Browse your file's history week-by-week to see how your picture has evolved.
• New folder layout: cards or tiles, alongside the existing table views.
• Refined controls for grouping and sorting items within folders.
• Various bug fixes and small refinements.

1.3

• The investment item widget now shows cost basis, gain/loss, market price, and price change at a glance.

1.2

• New "Market Movers" dashboard widget — the day's biggest gains and losses across your investments.
• Reallocation estimator: model the dividend-income impact of selling shares in one holding and buying into another.
• US state tax now supports progressive brackets per state, in addition to the existing flat-rate option.
• Tax profiles for non-US users, alongside the existing US tax estimator.

1.1

• Import past expenses from CSV files (such as a bank statement export) to analyze where money's been going.
• Pause and resume recurring expenses — useful for temporarily stopping a streaming subscription without deleting it.
• Pick custom icons for tags, folders, and dashboards.
• Manage tags directly from an item's detail view.
• "Pin to sidebar" is now a discoverable button in dashboard editing mode.
• Various UI refinements throughout.

1.0

First release. Moneyspan is now available on the Mac App Store.