Release notes for version 2.8 - 04/14/2026 - 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
- Added support to add, modify, and remove Roth conversion data through the API (ignored in Essential scenarios)
- Added an API endpoint to GET advisor information, making it easier to get advisor IDs; advisor IDs are required for certain POST/PUT calls
- Added endpoints to retrieve, add, modify, and remove Personal Expense data
Bug Fixes & Improvements
- Removed the checkbox to use prior year tax calculations ahead of usual time after tax day due to it breaking report generation (Plan & Elite only)
- Fixed issue where the cost basis for rental properties could be incorrect in the column header in Prosper reports (Plan & Elite only)
- Made the calculations for the 2/37 rule to reduce itemized deductions more flexible in the event of future tax law changes (Plan & Elite only)
- Fixed issue where the Assumptions endpoint of the API would not provide a default rate for retirement plans
- Improved deployments to further address issues with the release of v2.7
- Fixed issue where client portals would break if the report a client was permitted to generate was deleted
- Fixed issue where asset owners would not be provided by the Asset GET call of the API
- Improved site security
Moneytree Elite & Essential
New Features & Functionality
- Added a legend below the Net Worth column chart on the Net Worth Analysis page
Bug Fixes & Improvements
- Reduced occasions where notifications would appear behind modals and drawers; it may still occur sporadically
Moneytree Elite
New Features & Functionality
- Added a counter to the "Intake Forms" tab showing the number of form submissions
- Added support to enable/disable sections of the data gathering forms
- Can completely remove all pages except the Profile
- If the Profile section is disabled, then users will only be prompted to enter their and their spouse's name, age, and date of birth
- White labeling of the data gathering forms is now supported:
- Design of the login & registration page has been minimized to remove Moneytree branding
- If a company logo is uploaded in Settings > White Labeling and an individual uses the specialized URL in Settings > Client Access > Data Gathering Forms, then the individual will see the logo on the login & registration page
- Once logged in, the page design will reflect the selected color theme and the company logo will appear in the top-left
Bug Fixes & Improvements
- Fixed issue where the advanced What-If would not function for clients of Elite users
Moneytree Essential
New Features & Functionality
- Moved Special Expenses from a tab of the Personal Expenses input area to its own input area at the bottom of the Expenses page
Bug Fixes & Improvements
- Fixed issue where the Future Estate Taxes report would provide Retirement Capital values that did not match the Retirement Capital Analysis
- Fixed issue where the gross Social Security was reported on the Resources Available for Retirement page when the page stated that benefits were after-tax
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