🎉 What's New

• Redesigned Account Details on iOS - The account details sheet now uses native iOS list styling, shows your transactions inline with infinite scroll, and lets you tap the connection row to see all accounts linked to that bank.

• Smarter, cheaper AI chat - Simple questions and small talk now route to a faster, lighter model, while imports, bulk edits, and tool-heavy turns continue to use the full model. You shouldn't notice anything except snappier replies.

• Feature requests directly from chat - The AI assistant can now search, file, update, and delete your feature requests in the in-app feedback board without you ever leaving the conversation.

🐛 Bug Fixes

• Fixed the category progress bar showing a small green sliver when you had assigned money this month to cover last month's overspend. It now correctly reads as fully spent.

• Fixed the "What's New" sheet on iOS opening to the wrong page after an app update. It now waits until you're signed in to the feedback board and opens the specific latest update.

• Fixed AI chat transaction pills not reacting when the underlying transaction had been deleted. Deleted transactions now appear with a strikethrough and a "(deleted)" label.

• Fixed an AI chat error that occurred when you asked the assistant to create a feature request with the same title as one you'd previously deleted.

🐛 Bug Fixes

• Fixed an issue on iOS where the app would get stuck on "Syncing…" after returning from a long background or cold launch. The app now recovers cleanly with fresh data.

• Fixed an issue on the web app where editing a budget amount over $1,000 wouldn't save. You can now assign and edit larger budget amounts without the change being silently dropped.

🎉 What's New

• Target progress card - The budget sidebar now shows a target progress card with a funded-vs-target progress bar. When you select categories, it computes target progress across just those categories so you can see exactly where you stand.

✨ Improvements

• Streamlined paywall - Simplified the iOS subscription screen by removing the free-month request flow for a cleaner, more focused experience.

🐛 Bug Fixes

• Fixed app getting stuck on "Syncing..." - Resolved an issue where the iOS app could get stuck in an infinite syncing state after launch, requiring a full logout to recover. The app now automatically recovers within seconds.

• Fixed transaction amount backspace bug - Deleting the transaction amount character by character no longer snaps back to the original value. You can also now use arithmetic expressions (+, -, *, /) in the amount field.

🐛 Bug Fixes

• Merchant percentages in reports - Fixed an issue where merchant spending percentages could exceed 100%, making the breakdown inaccurate.

• Duplicate transaction editing - Fixed a bug where duplicating a transaction and then changing the payee, category, or account had no effect.

• Changelog not appearing - Fixed the changelog sheet not showing when opening the app after an update.

✨ Improvements

• Improved reports layout - Reports now use net-based classification, so each category appears in only one section (Inflow or Outflow) instead of both. The reports UI has also been refreshed with better section organization.

🎉 What's New

• All-time transactions view - You can now view all transactions for a category across every month, not just the current one. Open any category and tap "All Transactions" to see the full history.

• Edit category from overview - Added an "Edit Category" button to the category overview sheet so you can quickly update category details without navigating away.

• Duplicate transactions - Long-press any transaction to duplicate it instantly from the context menu. Great for recurring expenses you want to log quickly.

🐛 Bug Fixes

• Fixed reports showing incorrect totals when a category had both inflows and outflows. Both amounts now display accurately in their respective sections.

• Fixed the target and delete buttons in the category edit sheet not responding when opened from the budget tab or category overview.

🚀 What's New

• Category Card widget - A new home screen widget that displays your category balance at a glance, with customizable background images. Head to Settings > Widgets to set it up.

• Improved recurring transactions calendar - The calendar now opens to the current month by default and includes a quick-add button, making it faster to create and review your recurring transactions.

• Documentation and navigation improvements - Added helpful documentation links throughout the app and refined the sidebar for easier navigation.

🐛 Bug Fixes

• Fixed assigned amounts being double-counted when rolling over recurring category targets, which could make your available balance appear incorrect.

• Fixed widgets occasionally showing the wrong month due to timezone differences.

• Fixed future recurring transactions not appearing in widgets.

Important: Now that the month flipped to March, some of you may have noticed an issue with categories that have a non-monthly target frequency where it was saying they were overfunded. I just fixed this issue.

Anyway, back to the good stuff 👇

🎉 What's New

• Offline cache for instant app launch using last-known data (iOS).
  Note that this is not an "offline" capability. You still need to be connected to the internet to make changes to your budget. A true offline feature will take some more time. This will just open the app quicker.

• Year now always shown in transaction date column (Web)

🐛 Bug Fixes

• Fixed inactive recurring transactions still appearing as overdue or upcoming

• Fixed YNAB import failing for users with large transaction histories

• Fixed recurring transaction amount overflow on long currency values (iOS)

• Fixed empty categories showing on workspace onboarding screen (iOS)

• Fixed infinite syncing on workspace switch (iOS)