A consistent working surface
The October 28 release replaced the earlier purple and gold preview with the owner-approved red and lime design. Lime marks primary actions, warm red supports navigation and focus, and separate green and red states keep financial meaning visible. The new IQ mark appears across the public site and workspace.
Sign in, then choose your access
Accounts can sign in and manage billing, profile, support and account-data exports without an active plan. Books, reports, AI tools and transaction template downloads require an active paid portfolio. Books unlock only after paid access is activated.
Keep service availability explicit
Statement uploads remain a way to bring records into the books without connecting a bank. Production bank feeds are not currently available. Check the billing page for subscription checkout availability; this design release does not enable payment or bank providers.