Review by R Rose

They have certainly improved the handling of some financial investments from the institutional firms. Multiple funds at one firm are better handled than they were previously. I like the morningstar ratings being posted if you are on the right screen.

But, I feel like some was lost on the debtor side. It used to be so easy to record a payment on my mortgage. now I feel like it is a fight each time to do it correctly.

It seems like there have been some other minor changes on handling transactions, buttons lost or moved.

It works fine, but you do need to know what you are doing.