Slog: Budget&Portfolio Tracker

Optimization (Portfolios) - Optimized copywriting on the Profit & Loss analysis page. (Portfolios) - Optimized interaction on the Asset Transaction page. (Cashflow) - Account icons are now displayed in the booking form. (Debts) - Optimized interaction for the repayment function. (Reimbursements) - Optimized interaction for the reimbursement function. (Common) - Optimized interaction for adding and editing accounts. (Common) - Added 12 new account icons. (Common) - Optimized currency display when language is set to Traditional Chinese. (Common) - Optimized UI for the Adjust Account Balance page. Fixes (Portfolios) - Floating P&L and Cumulative P&L now display correctly based on the selected cost method. (Portfolios) - Fixed incorrect color display in the transaction list. (Portfolios) - Fixed incorrect prompt messages when adding asset transaction records. (Portfolios) - Fixed calculation errors for initial assets and cumulative profit/loss when viewing "All Time" in the P&L analysis. (Portfolios) - Fixed calculation error for total floating profit/loss in the average cost method within the holdings list. (Debts) - Fixed an issue where installment repayment records could not be edited or deleted. (Cashflow) - Fixed an issue where data from the "Tutu Books" app could not be imported. (Common) - Fixed an error in account sorting.

Optimizations (Portfolios) Add asset by total transaction amount (Portfolios) Select date to show closing price or NAV instantly when adding transaction (Portfolios) Improved data display precision (Debt) Manually select interest accounting category Fixes (Portfolios) Fixed duplicate dividend count in closed P&L calculation (Common) Fixed crash during data export under specific conditions (Wallet) Fixed incorrect trend chart display with installment debt (Portfolios) Fixed incorrect label in cost mode

New (Portfolio) - Added fund investment plans, automatically generate fund purchase records Fixed (Portfolio) - Data display errors in profit/loss analysis details (Portfolio) - Data display errors in investment account initialization summary (Portfolio) - Number format errors when adding asset transaction records(Assets) - Number format errors when adding asset transaction records (Debt) - Crash error when viewing debt analysis under specific conditions

New (Cashflow) - Allow setting received amount or custom exchange rate for foreign exchange transfers (Cashflow) - Bill list in bill analysis can be sorted from newest to oldest or oldest to newest Optimized (Portfolios) - Automatic recognition of net value confirmation time based on fund type when creating a fund investment plan (Cashflow) - Optimized export data header format

New (Portfolios) - Added support for China market ETFs, providing a tool to convert OTC funds to on-exchange ETFs, with automatic intraday asset price synchronization after conversion. (Portfolios) - Added support for US OTC Pink Sheet assets. Optimized (Portfolios) - Added support for Hong Kong stock RMB counters. (Common) - Added 3 new account icons. Fixed (Cashflow) - Fixed an error where the accounting keyboard calculator malfunctioned. (Common) - Fixed a display error in the number of investment plans on the More page.

New (Assets) - Support batch import of asset transaction records via template. (Public) - Added 4 new account icons. Optimizations (Accounting) - WeChat bill and iCost bill template import. (Assets) - When adding fund purchase transactions, default to filling in the total transaction amount. Fixes (Assets) - Fixed incorrect amount display when selling funds in asset holding details. (Assets) - Fixed the discrepancy between transaction detail balance and account balance display in accounts. (Public) - Fixed some text display errors.

New (Common) - Support for Youyu app template import (Common) - Asset transaction record export Optimizations (Common) - Improved asset template import experience (Common) - Asset template supports multiple time formats Fixes (Common) - Fixed asset import failure issue under special circumstances

Important Notice: The WeChat account of our product assistant is no longer available due to force majeure. For feedback, consultation, after-sales, or other issues, please click "More" - "Feedback" - "WeChat". We will continue to assist you through our enterprise WeChat customer service. New Features (Cashflow) - Adapted for Shark Accounting import template (Cashflow) - Adapted for Yimu Accounting import template (General) - Added icons for Canadian banks and Kraken accounts Optimizations (Cashflow) - Adjusted the display mode of the amount at the top of the bill; you can now switch to monthly expenses, income, transfers out, transfers in, and reimbursed amounts. (Portfolios) - After editing the date of a fund transaction record, it will automatically update to the net value of the selected date. (General) - Updated WeChat feedback to enterprise WeChat customer service. Fixes (Portfolios) - Fixed incorrect display of transfer amounts in transaction details. (Portfolios) - Fixed incorrect display of multi-currency transfer amounts in transaction details. (Wallet) - Fixed incorrect display of total assets pie chart in statistical analysis. (Portfolios) - Fixed error when importing with fewer than 2 records. (Portfolios) - Fixed incorrect display of cash balance after adjusting in asset accounts. (General) - Fixed error where decimal points could not be entered.

Optimizations (Import) - Compatible with various special data formats (Portfolios) - Optimized asset and exchange rate update logic (Cashflow) - Optimized recurring bill synchronization logic (General) - Adapted for iOS 26 and adjusted UI interaction logic Bug Fixes (Debt) - Fixed net worth calculation errors in specific scenarios (Portfolios) - Fixed abnormal display of P&L analysis cycle data (Cashflow) - Fixed app crashes when accounts are set to non-cash or unselectable (Cashflow) - Fixed balance calculation errors when accounts are excluded from totals (General) - Fixed missing currency symbols on certain pages (General) - Fixed data loading issues after re-login

New (General) - Added customization options to abbreviate amounts: Chinese style (Wan/Yi) or International style (K/M/B). (General) - Added option to hide amounts on Bills, Assets, and Wallet pages. (General) - Added new icons for Fidelity and Polymarket. Fixes (Wallet) - Fixed missing data in monthly statistics within Wallet Analytics. (General) - Fixed a bug where the bottom toolbar incorrectly appeared on detail pages. (General) - Fixed a display error when the login session expires. (Import) - Improved handling of import exceptions and compatibility. (Cashflow) - Fixed a bug where the month indicator was missing in Bill Analytics.

New (General) - Added option to enable or disable haptic feedback in personalization settings. (General) - Added option to hide amounts on Bills, Assets, and Wallet pages. (General) - Added new account icons. Optimizations (Wallet) - You can now add bills directly after tapping an account in the Wallet. (General) - Navigation bar compatibility optimizations. (Cashflow) - Deleting an original bill will now also delete its associated reimbursement bills. (Cashflow) - Reimbursement bill time must be later than the original bill time. (Cashflow) - Bill statistics now exclude reimbursed amounts from total expenses. (Cashflow) - Visual optimizations for the bill list. (Budget) - Budget limits are now restored after a bill is reimbursed. Fixes (Wallet) - Fixed a bug where the sub-page selection indicator was missing in Wallet Analytics. (General) - Fixed a bug where back navigation was not working on iPadOS. (Assets) - Fixed an error where a "low cash" warning appeared when adding asset transactions without entering a quantity. (Market) - Fixed a bug where the Market page could not be pulled down to refresh. (Cashflow) - Fixed an issue where tags might appear duplicated in the bill list.

New 1. (Cashflow) - Customization settings now support "Simplified Form Layout" Fixes 1. (Portfolios) - Fixed a bug where the page could not be closed when selecting asset types 2. (Cashflow) - Improved compatibility for iCost bill imports 3. (Wallet) - Fixed calculation errors in monthly details within Analytics 4. (Cashflow) - Fixed a bug where bar charts were not displayed after entering an account from the Wallet 5. (Reimbursement) - Fixed UI display errors in the list

New (General) - Added new account icons (General) - Added a new green App icon (Cashflow) - Added option to set "Income" as the default category in customization settings Optimizations (General) - UI and display optimizations (Cashflow) - Summary total is hidden when there is only one daily transaction (Cashflow) - Transfers now default to the currently selected account Fixes (Import) - Fixed bill import errors for Shark, Alipay, and WeChat (Assets) - Fixed a bug where the status selector was missing in the Fixed Investment list (Debt) - Fixed a bug where the category selector was missing in Debt Analytics (Cashflow) - Fixed an issue where the cursor would not appear in the remarks field of the simplified form (Cashflow) - Fixed expense statistics errors when reimbursement bills are present (Cashflow) - Fixed summary statistics errors for transfers on the bill page (Cashflow) - Fixed an issue where the default category was not automatically selected

Optimizations (Portfolios) - Added ability to delete all related transaction records by asset. (Portfolios) - Added toggle to view yesterday's data in Daily Profit & Loss. (General) - UI and display optimizations. Fixes (Portfolios) - Fixed a calculation error in Daily Profit & Loss when positions were both increased and decreased within the same day. (Cashflow) - Fixed a bug where the delete button was missing when editing transfers. (Cashflow) - Fixed text and icon display errors in the transfer form. (Cashflow) - Fixed an issue where label data could appear duplicated in statistics.

New (General) - Added new account icons Optimizations (Portfolios) - Tap an asset in Daily Profit & Loss to view its details Fixes (Portfolios) - Fixed a calculation error in yesterday's data within Yesterday's Profit & Loss (Portfolios) - Fixed a bug where daily profit and loss data failed to display after dragging the asset trend chart

New (Calendar) - Added a new Calendar module to view daily income/expenses and asset profit & loss by date Optimizations (Portfolios) - Added support to view all realized profit & loss in the P&L Analysis page (General) - Added a privacy option in Customization Settings to blur the App screen in the multitasking app switcher when entering the background Fixes (Cashflow) - Added crash protection and error handling for cases where a category is empty (Cashflow) - Fixed a bug where the Wallet page failed to refresh after logging a transfer (General) - Fixed minor UI display bugs

New (General) - Added 3 new account icons. Optimizations (Calendar) - Daily expenses and asset transaction records can now be added directly from the Calendar module. (Calendar) - Optimized amount display layouts within the Calendar module. (Portfolios) - Tapping Daily Profit & Loss now navigates directly to the Calendar view. (Portfolios) - Added a total summary of realized profit & loss in the Cleared Assets list. (General) - Enhanced overall system stability. Fixes (Portfolios) - Fixed an issue where profit/loss colors displayed incorrectly under Diluted Cost Mode. (Calendar) - Fixed a bug where income/expense colors in the Calendar did not respect system customization settings. (Import) - Fixed an issue that caused Alipay and WeChat bill imports to fail. (Cashflow) - Fixed a UI display layout error in the "More Options" section of the transaction form.

Optimizations (Cashflow) - Added line-break support for bill remarks/notes in list views. (Cashflow) - Transactions in Bill Analysis can now be edited directly. (Portfolios) - Price will no longer be filled in by default when adding stock records. (Portfolios) - Optimized home page loading interaction logic after adding or editing asset details. (Wallet) - Account summaries now display the total balance when collapsed. (Wallet) - For account groups with only one account, foreign currency summaries are now automatically calculated based on the base currency exchange rate. Fixes (Cashflow) - Fixed a bug where the balance trend in Bill Analysis failed to display the curve from the previous month. (Cashflow) - Fixed an issue where recurring options were missing when editing recurring bills. (Calendar) - Fixed a currency symbol display error after switching the base currency. (Wallet) - Fixed a bug where asset account yields in the Wallet did not follow Customization Settings. (General) - Fixed a bug where chart vertical axis labels were not hidden when the "Hide Amounts" mode was enabled. (General) - Fixed minor bugs related to popup UI layouts, localization copy, and error alerts.

New (General) - Accounts that are no longer in use can now be archived. Once archived, the account will be hidden from daily views while all its existing records are safely preserved. Optimizations (Calendar) - Added support to display total balance and P&L summaries for the selected month. Fixes (Calendar) - Fixed a crash that occurred when scrolling the calendar back to July 2020. (Reimbursement) - Fixed a bug where incorrect transactions were linked within pending reimbursement bills. (Cashflow) - Fixed a crash that occurred when editing a single, isolated transaction in Bill Analysis.

Optimizations 1. (Import) - Added support for toggling cash balance adjustment in the asset import template. Fixes 1. (Portfolios) - Fixed an issue with fund transaction amount precision. 2. (Import) - Fixed an account association error during import. 3. (General) - Fixed a bug where the archive button was shown when creating a new account. 4. (General) - Fixed a bug where archiving was allowed even when only one account remained. 5. (Cashflow) - Fixed a crash on the Bill Analysis page triggered by switching system themes. 6. (Cashflow) - Fixed an issue where the category order in Shortcuts failed to sync after reordering categories.