Prospects provides up to three ViewPoints that provide instantaneous information about an account via graphs and tables. It allows users to group accounts into Binders which provide immediate feedback on assets, liabilities, and overall growth. Prospects contains many other features as well, such as a Budget Advisor, the ability to learn rules as you edit transactions, custom rules, scheduled transactions and reminders, reconciling of accounts, filtering transactions, full keyboard more...
- Fixed issue with applying rules where reference number option did nothing; this now looks at the Num field.
- Fixed some stability issues.
- New Search Report that allows for quick and powerful searching of transactions.
- New import preference that allows you to have Prospects ask or automatically delete a file after it has been imported.