Moneytree Release Notes - v2.2.1

Release notes for version 2.2.1 - February 18, 2025 - 11:30 AM ET

Updates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be about an hour delay from the release time before the changes are seen.

If you have any questions, please access the Moneyree Help Center, or contact the Moneytree Support team by email, or call 877-421-9815 ext 0. 

Contents:

• Moneytree Plan, Elite, & Essential
   
  • New Features & Functionality
     
• Moneytree Plan & Elite
   
  • New Features & Functionality
     
• TOTAL Desktop
   
  • New Features & Functionality
     

Moneytree Plan, Elite, & Essential

New Features & Functionality

• Updated annual return charts to include 2024 returns 

Moneytree Plan & Elite

New Features & Functionality

• Updated the evaluation period used for the calculated Monte Carlo standard deviation 

TOTAL Desktop

New Features & Functionality

• Updated annual return charts to include 2024 returns 
• Updated the evaluation period used for the calculated Monte Carlo standard deviation 
• Updated tax calculations for 2025 tax rules