The end of the tax year is fast approaching, and it can be easy to forget about some of the tax allowances that are available here in the UK. These allowances represent free money in many cases, and you can't beat that. To ensure that you get the most value out of these,  our good friend and financial planner David Henry from The Money Den will be running a FREE live half hour webinar on 19th March at 1pm GMT to recap what these main allowances are, and offer some practical tips on how you can approach tax year end planning in the future to make your lives easier.

You can register here & feel free to share the link with others who may be interested

• We've just launched Life Events feature. Now, you can seamlessly incorporate important life events into your Net Worth Forecast.

• Bug Fixes
  - Further improvements to Cost Basis: almost all synced accounts should now show total cost basis for the units purchased
  - Deleting accounts: certain account types were still showing in the Accounts page after being deleted. This has now been rectified

• Updated Investments table to pull Cost Basis automatically. This should now work for most synced accounts: where the data is available, it will now always show on the table, along with your ROI.

• Added information banner to let users know when pages are undergoing maintenance, or there is an ongoing issue that we're aware of.

• Bug fixes to asset balance cards for non-UK based accounts

• Investments chart improved: Performance chip added to show % gain or loss based on your chart filters, including both time filters and asset filters. However, it won't display if the period starts from 0, ensuring accurate representation. The total is now responsive to update with the chart too.

• Bug fix: ROI calculation in the table breakdown on Investments page has been resolved.

• Filtering of Accounts & Slide Navigation on the Accounts Page: The accounts have undergone significant enhancement, featuring improved organization and filtering capabilities. Instead of displaying all accounts indiscriminately, users can now filter them based on specific types, including crypto, stocks, cash accounts, and more. Additionally, a sleek slide navigation animation has been incorporated into the accounts page, enhancing the overall user experience. Requested by

• We've revamped our back end, separating platform sections into individual widgets. The exciting news? Soon, these widgets will be draggable and configurable on the new pages. Requested by

• Now, if you're a new user attempting to log in without first creating an account, you are automatically redirected to our pre-filled signup form.

• You can now effortlessly add new tags to your list by hitting the "Enter" key, assign tags to specific accounts for better organization, delete tags you no longer need, and navigate through your tag list using arrow keys for a more intuitive experience.

• We've also added a touch of creativity to your user experience by introducing an animated logo that serves as our new loading widget.

• Thanks to 's suggestion, we've implemented a valuable enhancement! Inside the "Add Accounts" page, we've added a direct link to our Security Page for quick access to detailed security information. Additionally, a reassuring message now assures users that when linking accounts, their data is secure, and no information will be exposed.

• We've upgraded your app with a sleek loading skeleton state! When the app or new components load, you'll see a sleek loading animation, signalling that the page hasn't fully loaded. These animations last only a few seconds and vanish once the components and content are loaded

• We've made a change to the accounts section! Instead of listing all accounts individually, we've grouped them based on automation, with a collapsible drop down showing sub accounts

• Due to popular request, we've added a syncing state to the add accounts process. This means that you can now see accounts as soon as they've been added. They'll show a progress wheel that spins until the sync is completed, at which point your Accounts list will repopulate
  
  This means that you'll now know the success or failure state of the account adding process, meaning you'll know when to raise a ticket

• We've implemented some enhancements to the Hover state on NW History. Now, when you hover, it displays both the date and the amount beneath your NW.

• The tagging system has been updated for increased speed. We've added a new dropdown menu, and now you have the option to delete tags.

• In terms of aesthetics, we've designed a bar to be added to the accounts page for the Syncing State of each account. This bar now shows a spinning icon when the account is syncing and changes to a success status when the item is synced.

• Additionally, we've made improvements to the country selector menu. It is now responsive, and we've upgraded to a new UI and loading animation.

• Improvements to NW Forecast: Consolidation of growth rate UI into smaller modals & cleanup of NW Forecast settings

• Aesthetics: Colours added for positive and negative values in Accounts table

• Accuracy improvements to NW ranking formula & bars

• Removal of edit ticker for Manual Stocks

• Consolidation of growth rate UI into smaller modals & cleanup of NW Forecast settings

• Account Connectivity Issues Fixed: as many of you will know, we have been having issues connecting certain accounts. This has mostly been brokerages and was due to an issue with our API provider which has now been resolved. The accounts you were having problems with before should now be working

• Deleting Accounts Changed: Originally, we had designed the platform to convert synced accounts to manual ones before deleting. This would ensure continuation of data in case a user wanted to resync. This was causing confusion, so we've changed it to instant delete

• Coverage update: we understand that a few users have reported limited coverage. We've now re-set up coverage in the following countries:
  Germany, France, Netherlands, Ireland, Spain, Sweden, Denmark, Poland, Portugal, Belgium

• We've also fixed sorting by columns including ROI and balance to the Accounts Table and Investments Table

• You can now access the community directly from the Platform sidebar

• Improvements to mobile responsiveness: this still isn't perfect, but overlap between cards has been removed and the side-bar amended to be more mobile friendly

• Privacy Toggle Fixed

• Manual add account fixed for Real Estate and Stocks

• Plaid coverage expanded to Germany, Sweden, Denmark, Poland, Portugal, Belgium and Canada. Should cover Banks and some Brokerages

• Sorting by Balances added in Accounts Table

• Error Notifications Bar: error messages simplified and popup moved from top right to lower middle for improved visibility

You may have noticed that we removed the waitlist for a couple of days in order to test out the signup process. We are still sorting out a few final bugs, so the public launch email should be going out next week. We also have a few bits of exciting press to share, which will also be hitting your inboxes in the coming weeks.

Please share feedback directly with one of the team, publicly here or by raising a ticket in-app, using the big purple❓