Changelog

Follow up on the latest improvements and updates.

RSS

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We have added Transaction Totals (total transactions, total money in and out) when you search / filter transactions in the Transactions Page.
You can now set your email preferences in Settings and choose to review Monthly Product Updates and Report emails.
You will soon be able to set the frequency of report emails, and optionally receive other financial insights and notifications.
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You can now create Category Groups with emojis and color.
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We've added a work-around for handling duplication transactions that sometimes get synced from our data providers. This was predominantly affecting FNB users(🇿🇦) and RBC users (🇨🇦), but has been fixed now.
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Plans lets you forecast your financial future on a graph so that you can see what your money is going to do over time.
Planning to have kids in 3 years which will increase your monthly costs? House purchase coming up? Enter your information and plan for the future smartly!

improved

Settings

Categories

Simplified Category Creation

We've simplified our category creation and edit modals.
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  • We've added the ability to toggle "Unreviewed" transactions for easier data management
  • We've added a few short cuts to the Transactions page to help you update transactions in bulk
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We've fixed an issue where planned transactions were not correctly recurring.
We've improved our Importer tool to automatically detect and set Merchant information on new transactions.
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