Follow up on the latest improvements and updates.

RSS

June 18, 2025

fixed

new

improved

Budget

Beta

Mobile App

#234

Thanks to everyone for reporting the increased network errors and trouble fetching and processing data over the past few days. We've rolled out several optimizations to get things working even faster and smoother than before, and we'll continue to monitor performance closely to ensure a reliable experience!

🎁 New features

Added a 'Jump to period' drop-down menu on the Budget page for quicker navigation (beta)

🔧

Bug Fixes

The one where certain currencies (i.e. RSD, MMK, LBP, etc.) incorrectly rounded up decimal points
The one where the "merge & delete" option for categories didn't work (beta)
The one where the budget suggestion menu options were in USD$ instead of the primary currency (beta)

📱Updates to the Mobile App

Released as iOS v2.0.3 and Android v2.0.3:

⭐ Restored the swipe action for reviewing transactions
⭐ Updated the wording used for biometric id access
🔧 Fixed the bug where the switch accounts menu wasn't scrollable

June 9, 2025

new

improved

fixed

Budget

Beta

#233

This update includes new features, improvements and bug fixes for the new budgeting feature (currently only available for beta testers):

🎁 New features

Added 'Twice a month' as a custom budget option, e.g. 1st-14th and 15th-31st
Adjust or reset the starting balance for rollovers at any point in time, as many times as needed
Easily review and remove balance adjustments from the 'Adjustments History' log:

⭐️ Improvements

Income category rollover options are now discontinued. Instead, all income flows into the general pool. To maintain similar functionality, go to 'Budget Settings' to enable the global rollover setting
Budgeting period header now respects user's date format preferences
Added darker shade to category group rows in the inflow and outflow tables

🔧 Bug Fixes

The one where indentation on the Settings View didn't respect dark mode
The one where the 'Pad your budget' tooltip displayed income as negative
The one where excluded income categories reflected in the Budget Breakdown
The one where custom budget periods starting on day 29, 30 or 31 didn't work as expected
The one where the 'Move Budget' button could unintentionally be clicked more than once
The one where the 'Available' column in Budget Breakdown had inconsistent coloration
The one where the 'Available' column in Budget Breakdown ignored projected spend
The one where currency wasn't respected for individually set one-click budgets
The one where category group budgets from Budget v1 did not transfer to Budget v2
The one where sorting by category name on the Budget page didn't work as expected
The one where the monthly summary on the Transactions page didn't account for recurring items

June 9, 2025

new

improved

fixed

Mobile App

#232

📱Updates to the Mobile App

Released as iOS v2.0.0 and Android v2.0.0:

🎁 All-new refreshed redesign!
⭐ Added security with optional biometric authentication when re-opening app after X minutes
🔧 Fixed the bug where input modals required double tap to open and dismiss keyboard
🔧 Fixed the bug where switching budget accounts resulted in out-of-date data issues

May 30, 2025

improved

fixed

Mobile App

#231

📱Updates to the Mobile App

Released as iOS v1.1.3 and Android v1.1.3:

⭐ Improved support for decimal comma currency notation (e.g. 25.000,00)
🔧 Fixed the bug where the unreviewed transactions total displayed incorrectly

May 3, 2025

fixed

Budget

Accounts, Assets

Mobile App

#230

🔧

Bug Fixes

The one where subcategory budgets rolled over to next period's "Left to Budget" when there was no budget set at the category group level, with category group budgeting enabled (beta)
The one where synced crypto balances didn't update regularly; Synced accounts may show "relink" or "not supported" status, reflecting recent connector updates
The one where some crypto symbols returned by the crypto wallet APIs were not being mapped to the correct name or exchange rate

📱Updates to the Mobile App

Released as iOS v1.1.2 and Android v1.1.2:

🔧 Fixed the bug where crypto accounts lingered when switching budget accounts
🔧 Fixed the bug where adding transactions crashed the app

April 29, 2025

new

improved

fixed

Budget

Beta

Mobile App

#229

🎁 New features

Added support for category group budgeting (beta)

⭐️ Improvements

Setting one-click budgeting with a fixed amount of zero is now possible (beta)

📱Updates to the Mobile App

Released as iOS v1.1.1 and Android v1.1.1:

🎁 Added a quick-access button for unreviewed transactions above the Period Summary
🎁 Added the ability to delete individual transactions
🎁 Added the ability to switch budgets without logging out
🎁 Added a share button for user's referral link under the Settings tab
🎁 Added a custom date range option for the period picker in the Home and Transactions tabs
⭐ Users can now select Plaid accounts when creating new transactions
⭐ Users can now update the currency for transactions in manually-managed accounts
⭐ The Spending Breakdown can now be toggled to show bars as a % of budget
⭐ Autofocus is now set on the search bar when a pop-up input opens
🔧 Fixed the bug where the Transactions Filter modal was pushed out of view on Android
🔧 Fixed the bug where Accounts Overview wasn't sorted by account balance

April 9, 2025

new

fixed

Mobile App

#228

📱Updates to the Mobile App

Released as iOS v1.1.0 and Android v1.1.0:

🎁 Added support for email / password login in iOS
🎁 Added support for default currency setting
🔧 Fixed the bug where the date range selector didn't dismiss after selection
🔧 Fixed the bug where "Last 30 Days" and "Last 7 Days" displayed an extra day
🔧 Fixed the bug where the yearly period summary was displaying incorrectly

March 25, 2025

fixed

Transactions

Accounts, Assets

Beta

#227

🔧

Bug Fixes

The one where Plaid metadata of existing transactions were lost after merging a new connection with an existing manually-managed account
The one where synced brokerage accounts displayed the 'Available' balance instead of the 'Current' balance
The one where the Overview, Transaction and Budget pages displayed inconsistent data (beta)

February 28, 2025

new

improved

fixed

Accounts, Assets

Beta

#226

🎁 New features

2FA verification is now also possible via email

⭐️ Improvements

Upgraded our Ethereum connector– existing connections should automatically resume syncing (Shoutout to Max for helping us out with that!)
Upgraded our Coinbase connector– existing connections using the legacy API keys need to be replaced by a new connection in order to continue syncing (Shoutout to Dominic for helping us out with that!)

🔧

Bug Fixes

The one where historical balances in secondary currencies were incorrectly calculated based on the current exchange rate
The one where historical crypto balances were incorrectly saved in USD
The one where 'Copy budget' didn't copy budgeted income and budgets set to zero (beta)
The one where the 'Move budget' button was disabled under certain configurations (beta)

February 8, 2025

new

improved

fixed

Developer API

Beta

Mobile App

#225

⭐️ Improvements

Budget category settings can now be updated in-line from the Settings view (beta):

🔧

Bug Fixes

The one where the Stats page was incorrectly showing 'US$' labels
The one where stopping one account's sync revoked the connection of remaining accounts
The one where sorting on the Transactions page didn't work correctly for 'Notes' and 'Accounts'
The one where the 'Collaborators' card didn't display collaborators (beta)
The one where the pad budget tooltip incorrectly displayed recurring items from other periods (beta)

🤖 Updates to the Developer API

Fixed the bug where the debit_as_negative query param was ignored in the GET /transactions/{id} endpoint
Update Transaction Object now accepts a plaid_account_id allowing developers to update existing transactions associated with plaid accounts or to move transactions to a plaid account if the "Allow Modifications to Transactions" property is set
The asset, crypto and plaid_account objects returned by the V1 API now include the to_base property. The to_base property is the account's balance in the user's primary currency

📱Updates to the Mobile App

Released as iOS v1.0.2 and Android v1.0.3:

Fixed the bug where Accounts Overview was disregarding different currencies
Fixed the bug where Plaid accounts in relink status weren't showing up in Accounts Overview
Added support for grouped transactions:

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