Your analytics just got a complete makeover. Every chart in the app has been rebuilt from the ground up β cleaner layout, multiple view modes, instant click-to-drilldown on every visualization, and way more of the data you actually care about, right where you can see it.
π Analytics Redesigned
- Every chart, reimagined β all 14 analytics views now live in a new card layout with the headline number front and center, a sidebar with the breakdown, and a scrollable detail list of the underlying items
- Multiple view modes β most charts now let you flip between visual styles (donut, bars, treemap, rose, line, stacked, heatmap, composition, trajectoryβ¦) so you can see your numbers the way that clicks for you. Your choice is remembered in the URL, so saved presets restore the exact view
- Click anything to drill in β tap any slice, bar, cell, or row and see the exact transactions behind it. No more guessing what's in that "$2,540 in Groceries"
- Instant updates β edit a transaction and your analytics update immediately. No spinner, no reload, no round-trip to the server
- Net Worth, three ways β flip between a stacked assets vs debt composition, a smooth trajectory line, or a month-over-month change bar chart
- Cash Flow narrative β every view now shows the sentence that actually matters: "On average, you're saving $X/month" (or "spending more than you earn" if things are tight)
- Year over Year heatmap β compare every month across every year in a single color-coded grid. Spot the December spikes and the February lows at a glance. Flip the heatmap between Spending, Income, or Net with one click
- Monthly Report, now interactive β jump between months by clicking any bar in the 6-month context strip, see the top 5 largest transactions of the month, a cleaner net worth movement card, and a Today button to snap back to the current month
- Forecast up to 5 years β the Net Worth forecast slider now stretches from 3 months all the way to 60 months for longer-range planning
- "Other" bucket β donut charts with lots of categories now tidy the long tail into an "Other (N)" slice so the chart stays readable
π Overview Page Polish
- Cash Flow card replaces the old spending-only trends chart β see income and spending side by side each month with the "saving/spending $X/month on average" headline
- Spending Breakdown now bundles smaller categories into a tidy "Other" slice when you have more than 9 active ones
- Runway widget now shows the actual monthly expense chart when added from the dashboard picker (it was accidentally rendering as a plain stat card)
ποΈ New Date Presets
- Last 12 Months β rolling 12-month window from today
- Last Year β January 1st through December 31st of the previous calendar year
- Both work with saved filter presets
π οΈ Fixes & Improvements
- Categories β deleting a category with recurring transactions attached now properly moves those rules to the replacement category. Previously they could silently break and show up as Uncategorized next month
- Categories β renaming a category now updates instantly across all your transactions. No more hard refresh needed
- Bank connections β fixed a confusing "Invalid credentials" error when connecting Enable Banking accounts. You'll now see a clear "Your Enable Banking app needs activation" message with a link to the right step in the setup guide
- Duplicate names β trying to create a preset, category, or category group with a name that already exists now shows a friendly "already exists" message instead of a raw database error