🎉 What's New

• Launch faster and stay productive offline - Kualia now opens immediately from securely cached data on iOS, keeps useful content available offline, and reconnects in the background.

• Add transactions from anywhere - Start a transaction from the Kualia app icon or Shortcuts and prefill details such as amount, payee, account, category, date, and notes.

• Keep favorites in sync - Favorite accounts and categories now follow you across web and iOS, with consistent filters and indicators.

• Review recent budget changes - See recent assignments and money moves from the budget screen on web and iOS.

• Understand planned transactions at a glance - Open a focused details view with recurrence, due date, linked transaction history, and actions to edit, skip, pause, resume, or delete a plan.

• Trace workspace changes - Web Settings now includes an activity history showing what changed and where the change came from.

🐛 Bug Fixes

• Planned transactions now show the correct merchant names and offer automatic-entry controls for future and recurring transactions.

• iOS lists and currency formatting now render more efficiently.

Version 2.33.0: Launch faster, add transactions with shortcuts, and sync your favorites

🎉 What's New

• Start instantly, even offline - Kualia now opens with your latest budget data right away and keeps key screens available when your connection drops. Fresh data syncs in the background when you are online.

• Add transactions from anywhere - Create transactions from the iPhone Home Screen or the Shortcuts app, with optional details such as amount, payee, account, category, date, and notes already filled in.

• Keep favorites in sync - Favorite bank accounts and categories on iPhone or the web, then use the new favorite filters wherever you manage your money.

• Control planned transaction entry - Choose automatic or manual entry for future and recurring transactions, and find the setting directly in the transaction editor.

🐛 Bug Fixes

• Planned transactions now show the correct merchant names.

• Reports, budgets, accounts, and transaction lists render more smoothly on iPhone.

Version 2.32.0: Plan transactions ahead, connect your own tools, and manage more with Kualia AI

🎉 What's New

• Plan transactions ahead - Create scheduled transactions, see what is coming up, receive reminders, and enter them into your ledger from the new Planned experience on web and iOS.

• Connect your own tools - Create personal API keys in Settings and use Kualia's new REST API to securely work with your accounts, categories, merchants, months, transactions, and workspaces.

• Manage more with Kualia AI - Kualia's AI tools can now create, close, and safely delete bank accounts, as well as delete or unarchive categories while protecting existing transactions.

🐛 Bug Fixes

• Fixed the Activity column alignment in the budget table.

• Fixed the Kualia icon shown when the web app is added to an iPhone or iPad home screen.

🎉 What's New

• Faster access to Recurring - Recurring now lives in the bottom tab bar, and Reports has moved into the side menu, so your most-used views are just a tap away. Thanks for the suggestions! Good call.

🐛 Bug Fixes

• Fixed an issue that prevented connecting Kualia to the MCP in Claude or ChatGPT.

Version 2.30.1: Currency amounts now stay accurate for zero-decimal currencies

🐛 Bug Fixes

• Fixed YNAB imports so choosing a zero-decimal currency such as VND keeps imported amounts at the right scale.

• Fixed VND display issues across budget cards, detail views, and dialogs so amounts no longer appear 100 times too small.

Version 2.30.0: Recurring moves into the iOS drawer, imports get clearer, and account details look sharper

🎉 What's New

• Recurring is now in the iOS drawer - Recurring transactions have moved out of the tab bar and into the side drawer, while notification links still open the right recurring transaction details.

• Transaction pickers are easier to scan - Category pickers now show availability for the right budget month, selected items are clearer, and transfer payees behave more predictably before an amount is entered.

• Apple Card support is clearer on the site - The pricing, budgeting, and FAQ copy now call out Apple Card support where it is available.

• Institution logos can be refreshed more safely - Kualia now has a guarded update path for reviewed bank logo URLs so account branding can stay accurate.

🐛 Bug Fixes

• Fixed a subscription sync edge case where an expired promo could incorrectly override active paid or lifetime access.

• Fixed Apple Wallet connection icons on iOS so they line up visually with other bank connection icons.

• Fixed zero Ready to Assign balances so they no longer look like positive green balances.

• Fixed YNAB imports for year-first dot dates such as 2026.06.25, with clearer validation for import rows.

• Fixed linked account balance previews so cents render as the correct dollar amount.

✨ Improvements

• Polished the web sidebar across expanded, collapsed, and mobile layouts for more consistent controls and profile placement.

🎉 What's New

• Apple Card Support - Connect your Apple Wallet accounts and get automatic transaction imports for Apple Card and Apple Cash. This is the first time implementing Apple Wallet support, so please expect some bugs over the next few weeks 🤝

• Bank connections are more consistent - Kualia now uses a shared connection flow behind Plaid and Apple Wallet account management, making linked-account behavior more predictable.

🐛 Bug Fixes

• Fixed split transaction amount entry so split rows are easier to edit and automatically follow the transaction's inflow or outflow direction.

• Fixed stale iOS launch state that could briefly show outdated user, workspace, budget, or subscription details.

Version 2.28.0: Family sharing polish, clearer billing, and steadier iOS sync

🎉 What's New

• Leave a family with confidence - Family members now see a confirmation step before leaving, making it clearer what shared access changes.

• Family Sharing is easier to find - The website now includes a dedicated family page, updated docs, pricing details, and a blog post that explain how sharing works.

• Names feel more natural - Onboarding and profile setup now use first names more consistently across Kualia.

• FinanceKit import details are clearer - Apple Wallet import metadata and privacy information are now represented more consistently.

🐛 Bug Fixes

• Fixed hard refreshes that could send you back to the budget page instead of keeping your current page.

• Fixed billing management links so they open the right subscription account.

• Improved iOS foreground recovery for rare cases where data stopped refreshing after reopening the app.

• Fixed workspace drawer badges so they only appear where they are relevant.

• Adjusted the budget activity popover so recent activity is easier to scan.

• Made family invite acceptance more reliable even if internal notifications fail.

🎉 What's New

• Share Kualia with family - Create a family group, invite members, share workspace access, and let eligible members use access from the family owner's plan. One subscription allows 5 others to join your budget for free 🆓 (6 total members, including the owner)

  Settings -> Family

• Customize merchants and accounts - Choose icons and colors for merchants and bank accounts when a logo is not the right fit.

• Manage profile and workspace settings more clearly - Profile settings now have their own page, workspace settings are easier to view, and non-managers can see read-only workspace details.

• Clearer pricing by region - The website pricing section now shows US/Canada web pricing separately from App Store pricing for other countries.

🐛 Bug Fixes

• Fixed the iOS drawer close swipe so it works reliably from the trailing edge.

• Fixed daily reminders that could continue after notification preferences were disabled.

• Added stronger invite email limits so family invitations cannot be sent repeatedly beyond the rolling quota.

• Refreshed parts of the web interface so menus, selectors, and scrollable lists behave more consistently.