3.05 - Custom Sections

March 20, 2025
Written by Katherine Schraeder
Updated 1 week ago

🚀 New Features

  • Custom Sections

    • Ability to add custom sections from Setup screen
    • Ability to reorder sections
    • Graph support for custom sections

  • Relative Adjustments

    • Ability to add relative adjustments as a forecast item
    • Add multiple source accounts with a percent
    • Eg: Percent of Revenue forecast

  • Section Settings

    • Section settings available from Setup screen

  • Account Sidebar

    • Add Account Type setting to dialog menu
    • Optimize performance when opening account

⚠️ Changed Functionality

  • Changed bar graph to show Inflows/Outflows
  • Sidebar UX optimizations

🔧 Fixed

  • Weekly items not opening properly
  • Fix modal overflow on Section Settings, New Item modals
  • Xero bank balance not showing
  • Xero assets showing up in sections
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