Value-Add Reports now refresh automatically

Value-Add Reports now stay current automatically — no need to click "Refresh" before viewing them.

What's new

• Always current data. Whenever you update an account, owner, beneficiary, insurance policy, liability, or asset, the Beneficiary, Buckets, Guardrails, Net Worth, Homework, and 1099 reports recompute automatically the next time you open them.
• Owner changes picked up instantly. Re-link an account to a different client or set a missing owner, and the Beneficiary Report reflects the change the moment you view it.
• Unlinked accounts now visible on the Beneficiary Report. Accounts that aren't linked to an owner now appear under a clearly labeled "Unlinked Accounts" section with a warning, so you can spot data that needs cleanup at a glance.