Release notes for version 2.9.0 - 05/19/2026 - 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 Elite & Essential
  • New Features & Functionality
  • Bug Fixes & Improvements
     
• Moneytree Elite
  • Bug Fixes & Improvements

Moneytree Elite & Essential

New Features & Functionality

• Added Wealthbox CRM to the list of integrations. Imports names and dates of birth for households. 
• Added a simplified version of Data Gathering forms that can be used by both Essential and Elite users: 
  • Advisor-side changes: 
    • Elite only: Added a "Data Type" drop-down to select a scenario type to be created when the user registers. If "Essential" is selected, clients will see a simplified form. 
    • Essential users will not have the "Data Type" drop-down. Instead, any registrations will automatically use the simplified forms. 
    • If "Essential" is selected from the "Data Type" drop-down, then the report selection on the page will be limited to Essential reports 
    • Essential users can now enable forms. All forms will be the in the simplified format and create Essential type scenarios. 
  • Form changes with the Essential forms: 
    • Personal Expenses: Made sure that unsupported expense categories would not appear on the pie chart. 
    • Insurance: removed the Other Insurance page, limiting the data to Life Insurance. Permanent policy premiums are assumed added to expenses through life. Term policy premiums are assumed to continue until retirement. 
    • Liabilities: Removed the "Additional Information" area and re-ordered inputs slightly. Liability payments are assumed to be part of expenses for new sign-ups. 
    • Assets: 
      • Combined Savings and Investments under 1 category named "Savings & Investments"
      • The "Main Asset" drop-down shows all supported options available to Savings or Investments 
      • Removed Cost Basis field 
    • Pensions: removed the tax exemption boxes and the Dollar Amount increase field 
    • Earned Income: 
      • Salary and Self Employment consolidated under a single "Earned Income" field-set 
      • Description reads "Total annual W2 earnings from employers, and 1099 income from contracts and personal enterprises."
      • If retired, then options are made available to enter earnings before retirement for the purposes of Social Security estimation. 

Bug Fixes & Improvements

• Fixed issue on the Data Gathering forms where the indicator showing the current page on the left-hand menu would not display for some pages 
• Fixed issue where the navigation menu would not appear for uploaded TOTAL Planning Suite files in some cases. 
• Improved navigation through the Data Gathering forms. Users can now navigate freely through the form. They are no longer restricted to completed steps. 

Moneytree Elite

Bug Fixes & Improvements

• Fixed issue where the main Social Security entry could not be modified after visiting Future Changes until the page was refreshed 
• Fixed issue where the Personal Expense grid would lose reordering made just before deleting an expense 
• Renamed "Adjusted Cost Basis" field for Rental Real Estate to "Adjusted Cost Basis of Building" 
• Fixed issue where the incorrect cost basis would be reported in the column header for the Income Tax & Analysis pages for Rental Real Estate