A release of sharper budgeting and quieter polish: a clearer credit-card payment panel, a quick way to cover overspending, quick-add on the calendar, smarter weekly and biweekly goals, and colors for your category groups in Analytics. Your view and display settings now follow you across devices, dark mode gets a refresh, and there's a long list of fixes.
π§Ύ Transactions
- New: create a category right from a transaction. Type a name the picker doesn't recognize, choose Create, pick the group it belongs to in a quick second step, and it's saved and selected without leaving the transaction. This mirrors the create-a-payee-on-the-fly flow on every entry surface.
- New: a default cleared status per account. Each account can now start new transactions as Cleared, Uncleared, or following your account-wide default, set from the edit-account dialog. A transfer landing in such an account arrives cleared too, and so do its scheduled and recurring entries. Handy for a cash or wallet account where entries settle the moment you record them.
- Your hand-picked category stays put. Choosing a category by hand and then a payee no longer lets the payee overwrite it. Auto-filled categories (for example on a synced pending transaction) still follow the payee.
- Reconciling can be undone, and you can reconcile to $0.00. A reconcile, including one that creates a balance adjustment, now lands on the undo stack, and the Enter Bank Balance step accepts a genuine zero balance on both desktop and the mobile numpad.
- A clearer cue when transactions need review. The All Transactions item in the sidebar shows a pending-review badge totaling everything across your accounts, with the same badge treatment everywhere it appears.
- Split transactions read correctly in the budget activity popover. A split there used to say "Needs category"; it now shows "Split (N categories)" and expands to its legs, each with a "Split leg" badge that's now consistent on the Upcoming and Pending cards and in analytics drill-downs.
- Search by group name in every picker and filter. Typing a category group's name now surfaces its categories in the bulk-categorize picker and the analytics and transaction filters, matching what the row picker already did.
- Prefilled fields select their text when you focus them, everywhere. Click into a category, payee, account, or group picker, or an amount field, and the value is selected so you can just type to replace it (including the move-money and Ready-to-Budget popovers, which previously missed it).
β Transactions
π Budget
- New: cover overspending without leaving the budget (mobile). A red banner under the Ready-to-Assign card flags overspent categories, for example "5 categories overspent, $909.79 over." Tap it to open a Cover overspending sheet, most-overspent first, and budget or move money to each one right there, watching them drop off as you go. On desktop, the Overspent filter chip's count turns solid red so problems stand out.
- Do quick math in amount fields. Pressing +, -, *, /, or parentheses while editing an amount now continues the calculation (50 becomes 50+10 = 60) instead of wiping the value, across the budget assign cell, move-money, transaction and split rows, and the loan dialogs.
- Accurate next-month coverage when you snooze a goal. Partly funding a category for next month and then snoozing its goal no longer inflates the Plan Ahead coverage past 100% or falsely reads "Fully prepared." Snoozed-goal categories drop out of both sides of the calculation.
- Negative months show correctly in the budgeting trend sparkline. A month where you budgeted a negative amount now hangs downward from a zero line in red, sized to match positive months, instead of collapsing into a tiny nub.
β Budgets & categories
π³ Credit Cards
- A clearer payment panel. When a card needs more funding, the side panel now spells out exactly why, splitting the amount into what you overspent this month and what carried over from before, so the math always reconciles. The balance and funding sections are broken out line by line, the activity popover focuses purely on activity, and the warning color is now a softer amber.
β Credit cards
ποΈ Calendar
- New: quick-add a transaction straight from a day, plus a resizable day panel. The day-detail panel now collapses to a slim rail and drag-resizes like the budget side panel, remembering its width per device. A new "+" on a day starts a transaction prefilled with that date: the inline add row on desktop, the add drawer on mobile.
- Future recurring splits and transfers now show in full. Projected occurrences of split and split-with-transfer recurring transactions no longer lose their split legs and transfer counterparts in later months.
π― Goals
- New: pick weekly and biweekly goals by day of the week. Instead of choosing a calendar start date, you now pick a weekday (and, for biweekly, the first or second week), and the goal anchors itself sensibly. The first month always counts from the start of the month, so a biweekly goal created mid-month no longer hides part of its rhythm. Goal cards now spell out the cadence, for example "Every other Friday, second week, since Mar 2026."
β Goals
π Analytics
- New: pick a color for a category group. Choose a color in the group create or edit dialog and the Spending by category and Spending trends charts will use it. Groups you leave uncolored keep their automatic palette color.
- The by-tag report adds up correctly. Refunds tagged like the original expense now net against that tag's total, matching the by-category and by-payee reports. Each tag also counts the full transaction amount rather than a divided share, so a tag's total matches the transactions in its drill-down. (One consequence: a transaction with several tags is counted in full under each, so the by-tag grand total can exceed your real spending.)
- Clearer Monthly Net vs Net Income. The Monthly Net widget now labels its sub-figures Inflow and Outflow (gross cash movement), and tooltips plus a new help section explain why a cash-flow number and a category-based income statement only line up in the simplest case.
β Analytics
π¨ Look & Feel
- Your appearance and view settings now follow you across devices. Display density, transaction view toggles, and your theme are saved to your account instead of per-device, so they're the same wherever you sign in. Analytics and overview filters are remembered per budget (and a bug where transaction filters bled between budgets is fixed), with a new "Customize for this account" switch for per-account transaction views.
- A refreshed dark mode. The dark theme moves to a cleaner, cool blue-slate palette with clearer separation between the sidebar, page, and cards, richer overspend red and positive green that match their progress bars, and proper depth on popovers and menus. Light mode is essentially unchanged.
π οΈ Polish & Fixes
- Much higher amount limits. You can now enter and store amounts well beyond the old ceiling, so very large balances and aggregate goals are no longer capped, while aggregate sums like net worth stay precise.
- Accurate free-trial description. The marketing FAQ now correctly says the 21-day trial gives full Pro access (automatic bank sync, shared budgets, and unlimited budgets, accounts, goals, and analytics), with no credit card required.
Thank you for being here. β€οΈ