- **Improved:** CSV import speed on large files. - **Fixed:** Column width calculation in Income and Expenses when large positive and negative values mostly cancel out. - **Fixed:** Crash when editing a recurring transaction amount in a column with no current occurrence. Thank you to everyone who reported these issues.

This is a bug fix release. - Currency formatting now matches each currency’s correct number of decimal places, based on locale, so zero-decimal currencies like JPY and KRW and three-decimal currencies like BHD display correctly. - In Plan Quick View, the Amount column expands to fit large values. - Actual and Plan values no longer overlap in the Transaction Quick View graph. - Selected category in Copy/Move Transaction dialog works correctly for all category names. Thank you to everyone who reported these issues. Keep your feedback coming!

This update introduces two major new features: a Command Palette for fast keyboard-driven navigation and an embedded MCP server for AI assistant integration, along with a custom month start day, sidebar improvements, and several bug fixes. New: Command Palette Meet Cashculator's new Command Palette, a quick-access launcher that puts the whole app at your fingertips without reaching for the mouse. * Search and run actions, switch themes, change reports, or navigate directly to any category or date column * Find transactions by amount using fuzzy search, so close-enough is good enough * Keyboard shortcuts appear alongside each action as a built-in reference * Adapts to how you work: actions you use most rise to the top over time * Fully localized across all 13 supported languages Launch it from anywhere with Command-K. Power users who prefer to keep their hands on the keyboard can now navigate the entire app without lifting their hands from the keyboard: press Command-K, type a few characters, and press Return. New: Embedded MCP server for AI assistant integration Cashculator now includes a built-in MCP (Model Context Protocol) server that lets AI tools, like Claude, read, analyze, and work with your financial data through a standardized interface. * Browse categories, view totals, and explore spending breakdowns * Search and filter transactions, add new ones, or delete existing entries * Manage scenarios directly from your AI assistant * Works with any MCP-compatible AI tool Find it in Settings > Advanced. A little more about the MCP server: Since this feature gives an AI tool access to your financial data and we don't want to be at all sneaky about this, here's what's happening: the MCP server runs locally on your Mac and communicates only with AI tools you configure yourself. No data is sent anywhere automatically. You control which tools connect and what they can do. To enable it, open Settings > Advanced and follow the setup instructions there. New: Custom month start day Set your budget month to begin on any day of the month, not just the first. Perfect when your pay cycle lands on the 15th or a subscription renews mid-month and you want your budget view to match. Improved: * Transaction sidebar now remembers your preferred sort order between sessions Fixed: * Fix duplicate rows created during CSV import of similar content * Fix category navigation when the target is inside a collapsed group * Fix duplicate context menu entries appearing after scenario operations Thank you to everyone who reported these issues, and thank you for your continued support!

This update introduces transaction attachments, improves CSV import speed and accuracy, and fixes several interface issues. Thank you to everyone who reported bugs. NEW: Transaction attachments let you store receipts, invoices, and documents directly with your transactions. - Drag and drop files onto any transaction - Preview attachments with Quick Look - Attachments stored safely within your Cashculator document - View in transaction editors or the quick viewer - Perfect when you need expense documentation for taxes or reimbursements IMPROVE: Faster CSV import. IMPROVE: CSV import now handles date columns that include time information (e.g., "2025-12-01 14:30:00"). IMPROVE: CSV import now respects your regional settings for decimal separators and negative signs. IMPROVE: Top Transactions panel in Category Breakdown Report shows clearer date ranges when viewing periods spanning multiple years or months (e.g., "Dec 2024 - Jan 2025"). FIX: Top Transactions panel showing planned amounts instead of actual amounts for past periods. FIX: Category selection not working when clicking transactions with categories inside collapsed groups—the group now expands automatically. FIX: Right-click menu in Both view showing wrong category name for "create category inside" option. Keep your suggestions coming!

This release significantly improves the CSV import experience with new features and important bug fixes that make importing transactions smoother and more flexible. - NEW: You can now add a memo/notes column when importing CSV files. They will be added to the description of the transaction below the imported description. - NEW: Create new categories directly from the CSV import dialog without leaving the import workflow - IMPROVE: CSV import table now displays helpful icons in column headers and for unassigned categories, for better visual clarity - IMPROVE: Category matching logic improved for CSV files that separate income and expenses into different columns - FIX: Transaction descriptions in the sidebar now properly display up to 2 lines with tooltips for longer text - FIX: Resolved a crash that could occur in the CSV import screen when filtering left no visible rows

- FIX: Duplicated automatic actuals could be created - FIX: Broken display of rows in “Both” view mode, when zoomed

- IMPROVE: Income and Expenses table in Reconcile screen can now be be resized by dragging the splitter between them - FIX: Automatic actual transaction not being created

Category Breakdown report is now more accurate and consistent after these fixes. - Hover highlight now aligns with the drawn stacking order in the Category Breakdown Chart. - Transactions dated on the first day of a next month no longer appear in the previous month’s top transactions list in Category Breakdown (thanks, Clément). - Dates in the top transactions list now display correctly in Category Breakdown for affected users. Thanks for helping us improve Cashculator.

This maintenance release focuses on stability and user interface improvements. Thank you, all the users who reported bugs. Fixed: - Delete button not clicking in Plan Quick Viewer - Editing a recurring plan transaction in full-screen mode closed the document - CSV export can't save to a custom file name - Category names not displaying localized in chart tooltip views - Crash that occurred when quitting Cashculator with the horizon popover open - Horizon panel's appearance on macOS 26

This update improves Category Breakdown chart visuals and fixes numerous bugs with various reports. Keep your suggestions and feedback coming! - IMPROVE: Category Breakdown charts's tooltip now highlights the name and amount of hovered bar segment, making it easier to see what group or category that is - IMPROVE: Category Breakdown charts now use better 10 distinct colors instead, making it much easier to distinguish between different categories in your financial reports - IMPROVE: Category Breakdown charts can now properly display negative values below the zero line with a clear baseline and net indicator diamond - IMPROVE: Reconcile section now shows helpful error messages when you try to edit calculated balances, clearly explaining that only past manual starting balances can be modified - FIX: Chart date labels now display correctly for users in time zones east of UTC (previously showed incorrect dates) - FIX: Dark mode text is now clearly visible when editing reconcile balances (was showing dark text on dark background) - FIX: Category Breakdown graph now remembers whether you selected Income or Expenses when switching between reports or changing time scales - FIX: Chart totals and tables now update correctly when changing time horizons or scales in Category Breakdown report

Welcome to Cashculator 2.9! This release introduces the Category Breakdown Report and refreshes the chart experience along with enhanced transaction management workflows and bug fixes. - New: Category Breakdown report, a comprehensive new report that shows your spending patterns - Interactive charts with drill-down capabilities to explore spending by category or group of categories over time - Click on categories to focus on specific spending areas - Detailed breakdown tables that let you see exactly where your money goes - Works for income and expenses - New: Record Actual Transaction feature for manually creating actual transactions from your planned ones - Perfect when the actual transaction date or amount differs from your plan - Works with both automatic and manual planned transactions - Access in the Quick Viewer (transaction list of a table cell) with the new button in the bottom-right corner - Improved: charts now feature a fresh new design courtesy of Swift Charts that automatically adjusts to your chosen color scheme and shows precise values for a hovered chart point - Fixed: a crash that could occur when deleting transactions from Quick Viewer - Fixed: table layout problems that could occur when changing view scales or entering transactions that change column widths - Fixed: too narrow columns when showing mixed positive and negative values in Both view

Want the calm, secure feeling of knowing you can use Cashculator forever? By user request, we've added back the Lifetime purchase option. Choose monthly, yearly, or lifetime to unlock unlimited categories and gain control over your financial life. --- Wondering where to get started? Meet Cashculator's new Assistant, an easy way to start learning how to make the most of Cashculator. Launch the Assistant by clicking the graduation cap icon in between Reports and Transactions in any sheet.

Wondering where to get started? Meet Cashculator's new Assistant, an easy way to start learning how to make the most of Cashculator. Launch the Assistant by clicking the graduation cap icon in between Reports and Transactions in any sheet.

Cashculator adds an option for a custom first day of the week, independent of the system calendar. This may be useful if you budget based on weekly paycheck days. Find it in Settings. Additional improvements include a visible indicator when a scenario has a note attached to it and a fix for the notification icon in dark mode.

Bug fixes and general improvements

- Fix recurring plan transaction description not saving in some cases - Improve date display in Chinese

This update makes managing recurring plans easier, resolves a few bugs, better supports macOS Sequoia and updates the German translation. * Easier way to delete or modify a recurring plan on a specific date or from a specific date. * Fix Time Horizon menu item operation. * Fix vertical scrolling resetting in Reconcile screen when scrolling with mouse. * Fix calculation of combined total amounts in the sidebar. * Fix the repeating reloading of a document when it's opened on more than one Mac machine at the same time. * Better Sequoia support. * Improved German translation. * Updated subscription views. * Anonymous analytics (opt out). A little more about the analytics, since we're doing this to improve the app and do not want to be at all sneaky about this: We’ve integrated a system called Plausible analytics that lets us understand how folks use the app. This tracks things like settings and app purchase choices, but they’re tracked in aggregate and anonymously — no user data gets sent anywhere. If you don't want to send this information, just untick the Analytics checkbox in Cashculator > Settings.

Cashculator 2.4 enhances the Transactions Sidebar introduced in 2.3, making it easier to use and providing greater insight into your spending. Improvements include: - Totals now display for all selected transactions in the sidebar. - You can select more than one transaction in the sidebar (using Shift-click for a range or Command-click otherwise) and act on all selected transactions at once, copying, moving, deleting or dragging them to a new location in the spreadsheet table. Totals combined with the sidebar’s filters offer an easy way to see how a certain kind of spending is going. You can, for example, set the sidebar to show transactions by category, select Groceries in the table, and set the sidebar’s start date to 1/1/2024 to see how much you’ve spent at the supermarket so far this year. Power users who prefer to keep their hands on the keyboard can now: - Quickly switch focus between the spreadsheet table and the sidebar by pressing T. - Use the currently selected column in spreadsheet table to set the filter start date with S and the filter end date with E. - Find any transaction using the sidebar’s search with Command-F. We’ve also made a couple fixes to CSV Import (thank you to those who reported these issues): - CSVs with two-digit years should now import as expected. - CSVs with thousands separators should also now work as expected. There are also a number of other usability enhancements. Choose Show Release Notes from the Help menu to see the whole list. Thank you for your continued support!

Fixes a crash when opening a document imported from Cashculator 1.x that had at least one transaction without a description. 2.3.1 Fixes the crash on launch some users were experiencing, as well as some smaller bugs. Our apologies and we appreciate you letting us know quickly! 2.3 New features: - Transactions Sidebar: search transactions or view the selected cell, column or category. - Notification Center: check the bell on the bottom right of the window to read recent blog posts and other news. Bug fixes and improvements: - Select previously selected category when canceling creation of a new one. - Add new categories below selected ones, when appropriate. - Fix resetting selection in Reconcile view after transactions are edited and in some other cases. Selection will still reset for undo operations. - Remember the repeat step and time unit between edits of transactions. - Fixes to CSV Import, including for numbers with currency symbols.

2.3.1 Fixes the crash on launch some users were experiencing and some minor bugs. Our apologies and we appreciate you letting us know quickly! 2.3.0 New features: - Transactions sidebar (search transactions or follows selected cell, column or category) - In-app notifications. In this first iteration are going to be used to notify of new blog posts or other news. Check the bell on the bottom-right of the window. Bug fixes and improvements: - Select previously selected category when canceling creation of a new one - Add new categories below selected ones, when appropriate - Fix reseting selection in reconcile view after transactions are edited and in some other cases. Selection will still reset for undo operations. - Remember repeat step and time unit between edits of transactions - Fixes to CSV Import, including for numbers with currency symbols

New features: - Transactions sidebar (search transactions or follows selected cell, column or category) - In-app notifications. In this first iteration are going to be used to notify of new blog posts or other news. Check the bell on the bottom-right of the window. Bug fixes and improvements: - Select previously selected category when canceling creation of a new one - Add new categories below selected ones, when appropriate - Fix reseting selection in reconcile view after transactions are edited and in some other cases. Selection will still reset for undo operations. - Remember repeat step and time unit between edits of transactions - Fixes to CSV Import, including for numbers with currency symbols

Behind-the-scenes improvements for an even better user experience!

Introducing Cashculator's significant new update — more power to manage your personal finances. Here's what's new: 1. Data Import: Keep your financial picture clearer than ever! Now, import your CSV data from your bank, credit card, Amazon account, or any other financial resource. This major addition will streamline your tracking and analyzing in Cashculator, saving you time and ensuring more accurate insights. 2. Flexible Transaction Management: You asked, we listened! Our new update allows you to move or copy a transaction to a different category, offering you greater flexibility in organizing your finances. 3. Enhanced Accessibility: We've optimized our app for everyone. With our new zoom in feature, viewing your financial data becomes easier than ever, especially for users with low vision. 4. Customizable Themes: Personalize your Cashculator experience! Choose from our newly added color themes, including three that are specially crafted for those with color vision deficiency (CVD). You can also create your own custom color themes. Beginning with this update, Cashculator moves to a subscription model. Try for free with up to 5 categories. When you’re ready to purchase and unlock unlimited categories, choose between a monthly or yearly subscription. Already purchased an earlier version? Thank you! You can continue to use the fully unlocked version of this and future updates.

A couple usability fixes: - Highlighting now works as expected in the Getting Started Guide (available from the Help menu and the Welcome Window) as well as all the other Guides, available in the Help menu. We made some little editorial improvements to the text as well. - Once you've unlocked the full version, the interface elements asking you to purchase now disappear as expected. - Fixed a category naming error in the Polish version. Thank you for continuing to report issues and make feature requests! We love working together to help you take charge of your finances!

This release focuses on stability and usability improvements based on your feedback.  When you write to us, we take notice. - Added keyboard shortcuts for some common commands related to categories. - "Add a new group" — Command-Option-G. - "Add a new category inside" — Command-Option-C. - "Add a new top-level category" — Command-Option-Control-C. - Remove category — Command-Option-Shift-Delete. - Improved restoration of document view state between launches. - Document view state is now saved into the document and is not dependent on a system setting. - Improved forecasts for average plans with little history of actual transactions. - Show an alert before deleting a category with transactions. - Improved reliability of showing Cashculator documents in Finder after renaming and other file operations. - Fixed caret not showing when switching to Description field in transactions. - Fixed some calculations with negative-amount plans. - Fixed category name not refreshing in Both view after renaming. - Fixed QuickView graphs not refreshing after deleting transactions or after undo. - Fixed Balance graph calculations when no manual reconciliation amount is entered. - Disabled beeping when hitting non-accepted keys when entering transactions. - Fixed a number of crashes.