Release notes for version 2.4.0 - July 8, 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
  • Bug Fixes & Improvements
     
• Moneytree Elite & Essential
  • New Features & Functionality
  • Bug Fixes & Improvements
     
• Moneytree Elite
  • Bug Fixes & Improvements
     
• Moneytree Essential
  • Bug Fixes & Improvements

Moneytree Plan, Elite, & Essential

Bug Fixes & Improvements

• Fixed issue where HSA contributions for the second individual in the financial plan would be double counted on the Current Year Income Tax page 

Moneytree Elite & Essential

New Features & Functionality

• Added a White Labeling section to Settings
  • Upload a logo to appear in the top right (replaces the Moneytree logo)
  • Change a "Cheetah Orange" theme color
  • Currently only applies to advisor-facing pages; does not apply to client access or the new intake forms
• Added a Client Access section to Settings
  • Select a default report set to be used when setting up portals (changing the default report will not effect existing client access portals) 

Bug Fixes & Improvements

• The assets grid in data entry now shows full values rounded to the nearest whole dollar instead of an abbreviated value based on magnitude (ex: an asset with a value of $158,155 will now show that value in the grid instead of $158K)
• The Social Security grid in data entry now informs you if the system is automatically assuming filing at Full Retirement Age and a benefit based on earned income (Moneytree has long assumed that Social Security begins at Full Retirement Age and approximates based on earned income if both the monthly benefits and the start age are 0)
• Updated the design system (results in various minor visual changes and UI bug fixes) 

Moneytree Elite

Bug Fixes & Improvements

• Fixed problem where Future Changes failed to save for Itemized Deductions and Social Security 

Moneytree Essential

Bug Fixes & Improvements

• Fixed issue where certain incomes and expenses would be double-counted on the Cash Flow Numbers report (this only effected the 1 report page; asset projections were still accurate)