Version 2.8.0: Reconcile by Cleared Balance

🎉 New

More accurate reconciliation When reconciling your accounts, Kualia now uses your cleared balance instead of the current balance. This means the numbers you see will match your bank statement more closely, making it easier to confirm everything lines up.

🐛 Bug Fixes

Recurring rollover fixes Fixed several issues with recurring category rollovers: the progress bar no longer shrinks incorrectly when you spend, future months no longer incorrectly show as fully funded, and overspending deficits are now properly included in the underfunded amount.

Approved transfers no longer stuck in Needs Review If you approved a linked transfer, it could still appear in your Needs Review list. Fixed.

Balance fixes for manual accounts Creating a manual account now correctly sets both pending and cleared balances, and manual balance adjustments properly update your Ready to Assign amount.

Faster sync recovery on iOS If Kualia was in the background for a while, syncing could hang for 20+ seconds when you came back. This is now resolved, and the app reconnects much more quickly.

Duplicate transactions from Plaid Fixed an issue where transfer transactions could be created twice when the two sides synced at different times from your bank.

Merchant management cleanup Replaced the option to delete merchants with merge-only. This prevents transactions from being left without a merchant after deletion.

🔧 Other Fixes

• Fixed notifications onboarding step not appearing on iOS

• Fixed an analytics tracking issue during workspace setup