March 28th, 2026
Sort any column — click a column header (Date, Payee, Category, Outflow, Inflow, Status) to sort ascending or descending. Your sort preference is saved between sessions.
Running balance protection — the balance column automatically hides when sorting by anything other than date (newest first), since running totals only make sense in chronological order. Re-enable it anytime from the View menu.
Inline filter triggers — filter by Date, Accounts, Categories, and Payees directly from the toolbar. Each filter highlights when active and has its own clear button. No more opening a popover to see what's filtered.
New Payee filter — filter transactions by payee, same as you can already filter by category or account.
View menu — Show Reconciled, Show Scheduled, and Running Balance toggles are now grouped under a single View button, separate from data filters.
Improved export dialog — shows how many transactions will be exported and which filters are active. Includes the Balance column in the CSV when running balance is on.
Contextual auto-budget — the auto-budget button has moved from the top header into the side panel, right where you need it. When viewing a single category, it scopes to that category. When multiple categories are selected, it scopes to those. On the month overview, it covers all categories.
Sequential field entry — when adding a transaction on desktop, the date picker opens automatically. After picking a date, the payee combobox opens, then category, then the note field is focused. No more clicking each field individually.
Smart field skipping — transfers and loan payments skip the category field (since it's not applicable). Tracking accounts skip it too. The flow always takes you to the right next field.
Scheduled transaction gap fixed — accounts with 10+ scheduled transactions no longer show a blank gap between scheduled and posted transactions when scrolling.
Auto-budget scoping fix — the auto-budget dropdown now correctly enables/disables strategies based on the selected categories, not all categories in the month.
Toolbar button order — reordered to Add, Filters, View, Import, Export, Reconcile for a more logical flow.