Changelog
Follow up on the latest improvements and updates.
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new
Transactions
View Transaction Totals On Search And Filtering
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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.
new
Settings
Email Preferences added to Settings
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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new
Categories
Category Groups are now visible on Category entries
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new
Categories
Emojis and colors for Category Groups
You can now create Category Groups with emojis and color.
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fixed
Transactions
Fix Duplicate Transactions
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.
new
Plans
New Plans Page
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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
new
Transactions
Fix Planned Transactions not recurring correctly
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We've fixed an issue where planned transactions were not correctly recurring.
new
Transactions
Add Merchant detection in Transaction Imports
We've improved our Importer tool to automatically detect and set Merchant information on new transactions.
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