What's new

Changelog & features

A running record of everything shipped — and a full map of what the platform can do today.

Every release, newest first. Click a row to expand the details.

  • FixTags on bills and subscriptions now wrap instead of overflowing off-screen
  • ImprovedCC transaction exports now include Cycle Year and Cycle Month columns
  • ImprovedLoan payment exports now include Cycle Year and Cycle Month columns
  • ImprovedIncome export now includes Received Amount column
  • ImprovedCC transaction and loan payment imports now round-trip cycle anchor data
  • ImprovedSample CSVs updated to reflect all current schema columns
  • NewLoans bulk edit mode — inline editing of name, balance, interest rate, monthly payment, and due day across all loans at once
  • NewCredit cards bulk edit mode — inline editing of name, balance, credit limit, APR, minimum payment, and due day with live utilization bar
  • NewReports suite — Income, Expenses, and Combined reports with Recharts bar/line charts, tab groupBy switcher, ranked breakdown panel, and KPI cards
  • NewCombined report includes best/worst month cards and savings rate
  • NewQuick date buttons and custom date range picker on all report pages
  • NewUniversal CSV Mapper — 4-step import dialog covering all 7 data surfaces
  • NewCategories management page — create, rename, and delete custom transaction categories
  • NewNotification preferences page — per-user control over digest and alert emails

Have a feature request?

Submit feedback through the support portal.

Open a ticket →