December brings new features to grow your financial plan: you can now add savings accounts, join the new Resource Center with always updated content, and discover the partnership with Switcho to save on expenses and utilities. Furthermore, we have fixed numerous bugs (especially on account connections) and introduced many small improvements.

Discover the video dedicated to the release:

🏦 Add your Savings Accounts

In the Liquidity section, you can now also add your savings accounts.
This way, you have a complete and updated view of your liquidity, including the money you've temporarily parked but is relevant to your plan.

📚 Welcome to the new Resource Center

We have created a new area where you'll find everything you need to learn, understand, and improve:

• Practical guides

• Webinars

• Masterclasses

• And other content on the way

Our Academy will be continuously updated with new content. You can find it directly on the sidebar

💡 Switcho arrives in Plannix

We are pleased to announce the partnership with Switcho, the service that helps you save on:

• Utilities (electricity, gas, internet)

• Insurances

• Mortgages

You can join Switcho directly from the Budgeting section and start optimizing your expenses right away.

🔧 Improvements and Fixes

💸 PAC and Savings Plans

• PAC threshold updated to €1250 to reflect the new ETF prices

• Fix on PAC operation management and merging that returned incorrect amounts

• Resolved issues with saving and invalid start date

• Fixed a bug that showed 0 shares purchased even when there were valid operations

📊 Portfolios and Goals

• You can now associate an empty portfolio to a goal, useful to start planning ahead

• Improved the display of model portfolio details, with clearer tooltips

• Fixed a bug that prevented the creation of model portfolios with special characters

🧠 Dashboard and Interface

• Resolved a visual glitch on the financial plans overview page

• Improved the layout of the referral program when there are no invites yet

• Fix on rebalancing behavior in case of null output

• Corrected missing translations in buttons and wrong tooltips

• Fix on rounding issues and values at 99/101%

🔐 Stability and Other Fixes

• Correct management of update dates in the cash section: now each asset maintains its own

• Fix Safari 17 to ensure full compatibility

• Fixed error causing the connection of some banks to block in Saltedge (even though largely due to the external provider, we apologize!)

• Improved management of internal codes in the holding analysis module

• Performance improved during the loading of financial plans