Version 2.6.0: YNAB Import & Smarter Budgeting Tools 🚀

YNAB Import 🚀

You can now import your existing YNAB budget directly into Kualia using CSV files. Your full budget history comes along: accounts, categories, transactions, all of it. If you've been waiting to make the switch, this is your moment.

Bank Accounts in the Sidebar 🏦

Your bank accounts now live in the sidebar with balances grouped by type. There's also a collapsible net worth card that breaks down your assets vs liabilities at a glance.

Better Budget Visibility 📊

Category progress bars now show your spending against your budget with color-coded funding status so you can tell where you stand instantly. No more guessing which categories need attention.

Math in Budget Assignments 🧮

You can now type arithmetic expressions directly into the budget assignment field. Things like 100 + 50 * 2 just work. There's also a new "Allow Overspending" toggle in the Quick Assign card for when you need the flexibility.

Recurring Transactions on iOS 🔁

The create transaction screen now has a recurring section so you can link transactions to your recurring items right from there. You can also tap a merchant in recurring transaction details to view their info.

Smarter Auto-linking 🔗

Bank sync transactions with high confidence matches now auto-link to your recurring transactions. Less manual work for you.

Bug Fixes 🐛

Fixed a nasty issue where returning to the app after a long time in the background could wipe your local data on iOS
Bank account sort order no longer jumps around after renaming an account or changing its logo
YNAB import now handles large budgets properly, including those with 1000+ merchants
Fixed several calculation issues with maintain balance targets and underfunded amounts
Merchant stats now update correctly when you change a transaction's date across months
Transfer linking works better for bank transactions that are more than 3 days apart

Under the Hood ⚡

Smarter auto-categorization that checks merchant-suggested categories before falling back to AI
Improved sync reliability on iOS with a refactored connection health monitor
Performance fixes for large workspaces to avoid hitting read limits