New navigation — cleaner top tabs (Overview, Spending, Income, Forecast) with a view dropdown. No more double menus.
Filters everywhere — filter any chart by category, account, or payee. Filters are context-aware and persist in the URL so you can share or bookmark a filtered view.
Filter presets — save your favorite filter combinations and load them with one click. Shared across budget members.
CSV export — export the Income vs Expense table as a spreadsheet, respecting your active filters.
Monthly report — a single-page financial summary for any month: income, expenses, net, savings rate, top categories, and top payees.
Custom Dashboards
Build your own view — create personalized dashboards and fill them with 20+ widget types: stat cards, insight cards, charts, heatmaps, sparklines, and more.
Quick access — dashboards live in a dropdown right in the analytics tabs. One click to your favorite dashboard.
Edit mode — reorder and resize widgets. Remove what you don't need.
Other Improvements
Running balance now includes scheduled transactions
Fixed recurring transaction end date timezone bug
Updated help center with full analytics documentation