Moneyta Release Notes

A new series on the Moneyta blog explains the books side of the product: the double-entry ledger behind your numbers, the Activity feed, your yearly income and expense picture, broker sync, and a complete guide to every alert.

New posts arrive weekly.

Weekend prices for mutual funds are fixed: funds that publish their Friday value late are now picked up on Saturday instead of leaving a gap until Monday.

The home-page quick check no longer shows an empty card when a small mix of tickers has nothing notable to report.

The home page now leads with the product story: the animations up front, a short feature summary, and the details one click away.

New Features page collecting everything Moneyta does, from portfolio analytics to net worth to your books, with anchors you can link to.

The Security page is rewritten for humans: five plain commitments, no jargon, and full technical details available from support on request.

Feature descriptions, pricing labels, FAQs, and help guides all got a plain-English pass so you don't need a finance degree to read them.

Four new blog guides: tracking real estate like an asset manager, vehicle equity, the insurance gap, and where to keep the list of what you own.

Crypto now has a price for every day, including weekends. Because crypto trades around the clock, Moneyta records Saturday and Sunday closes too, so your charts and daily changes no longer skip two days each week.

Daily prices are filed against the correct trading day. Crypto, gold, and currency prices were being stamped with the time our systems collected them rather than the session they belonged to, which could shift a price onto the wrong day in your history. They now line up exactly with your stocks and funds.

Behind the scenes: the nightly operations report is now a complete picture of the day, so anything that needs attention is caught the same evening rather than the next one.

Your books stay reconciled automatically: when you add opening balances or an asset like a vehicle or property, Moneyta records the matching tax lots and general-ledger entries right away, so your positions and ledger always agree.

The portfolio page now shows how current each holding's price is, with a small indicator for today's close versus an earlier session and a clear summary when a few funds are still catching up.

Reconnecting a brokerage account no longer creates a duplicate portfolio, and the dashboard stays fast right after you edit your positions.

The ChatGPT and Claude connector returns cleaner, more consistent answers.

Behind the scenes: sturdier nightly operations

End-of-day prices are captured after data providers publish, long-running data jobs no longer time out, and the integrity checks that watch your numbers report accurately, so your data stays complete and correct.

Closing prices now land for every holding, every trading day, when a data provider misses a ticker, we automatically retry it individually and flag anything still missing to our operations team the same night.

Daily gain/loss is more dependable as a result: the gaps that could quietly zero out a holding's daily change are caught before you'd ever see them.

Behind the scenes: our nightly operations report now verifies data completeness for your holdings, not just that jobs ran, but that your numbers actually arrived.

The dashboard loads dramatically faster. We cut the number of round trips on first load and trimmed what your phone has to download. Prices are served instantly outside market hours: a closing price can't change overnight, so we stopped making you wait while we re-checked it. Fixed: typing was invisible in some fields when your phone was in dark mode. Fixed: the app no longer zooms in and gets stuck when you tap into a field on iPhone. Long account names and multiple portfolios now fit phone screens, no more sideways scrolling or cut-off dollar amounts. The portfolio page shows your holdings front and center: compact summary stats, and status notices only where they apply. Daily gain/loss now stays accurate through the evening (a timezone bug briefly zeroed it out after 8 PM ET).

A double-entry General Ledger runs behind your accounts, so every dollar reconciles, the same books-and-records discipline funds use.

New Taxes hub: realized gains year-to-date, estimated tax, tax-loss harvesting, and a year-end preview.

Personal financial Reports: balance sheet, income statement, cash flow, and trial balance across your whole household.

What-If (formerly the Idea Evaluator) now shows the tax impact of a sale, gain, short/long split, and after-tax proceeds, before you trade.

Your Savings: a running tally of what Moneyta has saved you through harvesting, lot choice, and avoided wash sales.

Cleaner navigation, grouped into Investing, Money, and Assets.