Money Partner

In this latest update to Money Partner, we’ve focused on making your wealth management faster and more intuitive. Managing your transactions is now effortless with new bulk editing capabilities and quick-action swipe gestures, allowing you to categorize, tag, or exclude items in seconds across your Portfolio and Cashflow screens. Key Enhancements: • Faster Management: Edit multiple transactions at once or use left/right swipes for instant categorization. • Improved Onboarding: A refreshed account-linking process and a new progress bar for consents make connecting your banks simpler and more transparent. • Better Tools: Enjoy a redesigned Transaction Details screen and a new sharing icon directly on your dashboard. We’ve also streamlined our disclosure flows and included several bug fixes to ensure a smoother, more reliable experience. Update today to see what’s new!