Release notes for version 2.5.1 - 9/22/2025 - 11:30 AM ET

This is a hotfix to address a problem that prevented the new data gathering forms from version 2.5 would not function for most users. 

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.  

Moneytree Plan, Elite, & Essential

New Features & Functionality

• Updated the API with new fields for the client, assets, and accounts endpoints and created an income endpoint 

Moneytree Elite

Bug Fixes & Improvements

• Fixed issue where the toggle status for moving to a different state would not be retained (the changed state would still be saved)
• Fixed issue where the new data gathering forms would fail to create logins for most users