The headline this release: your tags can fill themselves in. Set a payee to carry a fixed set of tags or its most recent ones, and every transaction from that payee arrives already tagged, the same way categories have auto-filled all along. Alongside it, credit-card categories can now carry a monthly payment goal that understands the card's real balance, two new views show where a month's spending is headed, and your averages can finally leave the partial current month out of the math.
π§Ύ Transactions
- New: tags that fill themselves in. Each payee can now carry a tag behavior, set in Manage Payees (the tab is now "Category & Tags"): Fixed tags always applies a set you choose, Recent tags applies the ones you last used with that payee, and No tags (the default) leaves the field alone. Picking a payee, or matching one during bank sync, prefills the transaction's tags just like category autofill already does, and it never overwrites tags you set by hand. Two budget-wide switches let you turn category or tag autofill off entirely whenever you want.
- New: type the date instead of reaching for the mouse. The date field in the desktop inline row (both add and edit) is now a typeable text input in your budget's date format, so entry can be fully keyboard-driven. Focusing it still opens the calendar and previews what you type; Enter or Tab commits and moves to the next field.
- New: more keyboard shortcuts, and a guide to all of them. Move a transaction within its day with Alt+β/β, extend a selection with Shift+β/β, and press
? anytime to open a full keyboard-shortcuts overlay (also reachable from the command palette). The symbols shown match your operating system. - New: split entries confirm like every other entry. The category-balance pop-up that appears after you save a transaction now fires for splits too, with one row per affected category. It covers creating, editing, deleting, and duplicating a split.
- Transfer notes and tags now stay in sync across both legs. A note or tag on one side of an internal transfer mirrors to the other side, in both directions, everywhere you edit. Cleared and reconciled status stays independent per leg, as before. Existing transfers catch up the next time you edit a note or tag on either side.
- Split legs show the correct cleared status. A split whose cleared or reconciled status changed after it was created used to leave its legs stale in category-filtered registers and CSV exports. Legs now always match their parent.
β Transactions
π³ Credit Cards
- New: set a monthly payment goal on a credit card. A credit-card payment category can now carry a "pay this card down by $X a month" goal. It's aware of the card the whole way through: it counts only the money you actually budget toward the card, never asks for more than what's left to fully cover the balance, and quietly rests once the card is covered or paid off. The badge, row bar, popover, side panel, auto-budget, and calendar projection all agree, and a paid-off card gets a little celebration. Offered while the card still carries a balance.
β Credit cards
π Budget
- New: a Spending Trend widget. A new side-panel section charts your gross monthly spend for whatever the panel is scoped to (one category, a selection, or your active filter), the last six completed months plus the month in progress. It sits alongside the existing Budgeting Trend widget.
- Smarter auto-budget. The history options now look back six months, there's a new "Average budgeted" option, and on a single category each option previews the exact amount it would budget. Credit-card payment categories are kept out of the averages so card payments aren't double-counted.
β Budgets & categories
π Analytics
- New: leave the partial current month out of your averages. A toggle across ten average-based views trims the range to the last complete month, so a per-month average on the 6th of the month isn't skewed by a half-finished one. It's on by default for Savings Rate, Runway, and Forecast, where a partial month makes the number genuinely wrong, and off everywhere else so your existing numbers don't shift.
- New: a Cumulative Spending widget. It plots this month's spending accumulated day by day against a six-month baseline, with an over- or under-pace badge and a projected month-end total. Scope it to the whole budget, a category group, or specific categories.
- Net worth shows the dollar change, not just the percentage. The net-worth view and the Overview cards now read the amount alongside the percent, for example
+$108.6K (+6.8%). - Income Breakdown tooltips show each flow's share of income. Hover Ready to Budget β Investments & Savings to read your savings rate straight off the chart.
β Analytics
π¨ Look & Feel
- New: adjustable font size. A font-size control in Settings β Preferences β Appearance, from 80% to 150% in 5% steps, applied live. It's saved per device, so you can run a larger size on your phone and keep the standard size on your desktop. Requested by a visually impaired user.
π οΈ Polish & Fixes
- The BFB import option has been retired. Import now offers YNAB and Actual.
- Imported payees stop false-matching your wallet. An Apple Pay or Google Pay purchase no longer gets filed under "Apple," and Smart Cleanup won't suggest merging every wallet purchase together. A genuine PayPal or Klarna charge still matches its own payee.
- Budget calculations respect your budget's timezone. Month-boundary math now resolves on your budget's day rather than the browser's or the server's, so budgeting near midnight or across timezones adds up.
- Calendar day labels do real calendar math. A date just under a year out now reads "in 11 months, 28 days" instead of the self-contradictory "in 12 months, 3 days," and the mobile calendar remembers whether you collapsed the month grid.
- Faster payee cleanup on budgets with thousands of imported payees.
Thank you for being here. β€οΈ