Version 5.1 adds an app lock, timeline improvements, and performance improvements. Version 5.1.1 has a minor fix so that app lock now supports a lenient fallback to your device passcode or password when Face ID, Touch ID, or Optic ID cannot be used.

Version 5.1 adds an app lock, timeline improvements, and performance improvements. What's new: Biometric App Lock - Added a setting to lock the app with Face ID, Touch ID, or Optic ID, when available, while allowing widget information to update. Timeline Improvements - In the upcoming timeline view, transfers now appear in the list under both related accounts. Performance Improvements - Improved overall app performance.

Version 5.0 improves the account timeline in Accounts and the All Upcoming Transactions list.

Version 4.1 has improvements and fixes to the new widgets since past transactions could appear. Enjoy the new widgets, better notification controls, and UI improvements in Version 4.

Version 4.0 introduces new Widgets, better notification controls, and UI improvements. What's New: Widgets and Accessories - Added multiple widgets and accessories that show: - The number of transactions due today and tomorrow - An exciting 7-day outlook for account threshold changes - An upcoming transactions list Notification Defaults - Improved notification settings so account alerts can be turned on or off by default. iPhone Number Keyboard - Amount entry now uses a number keyboard on iPhone for faster input. Memo Display Improvements - Improved readability of transaction memos. Better Context Menus - Refined account and entity context menus so you can long-press or right-click to quickly edit or delete entries. iPad Fix - Fixed an issue where new account views could appear in the third column.

Version 3.0 brings on-device insights, including AI insights if supported by your device, app notifications, and improved charts to help you stay on top of your finances. What's New: Insights – A new Insights feature shows you key financial metrics and monthly trends. AI Summary – On supported devices, get a private, on-device summary of your accounts and balances with actionable insights — your data never leaves your device. Notifications – Stay informed with on-device alerts for account balance thresholds and app reminders. Get notified when a balance crosses a level you care about, so you're never caught off guard. Updated Charts – The snapshot chart now displays more data points when viewing shorter date ranges, giving you a more detailed and accurate picture of your balance over time. The timeline chart features more subtle variations to show changes. Tap to View Account Details – on iPhone, tapping an account from the Accounts or Balances views now takes you directly to the account details, putting more information just one tap away.

Version 2.1 brings powerful trend charts and date-range analytics to help you understand your spending patterns. Combined with improved readability, better calendar integration, and refined UI elements, managing your finances is even easier. What's New: Trend Charts – A new trend chart shows above your transaction amounts and compares it against the same period in the prior year. Now you can see how spending or income compares to last time. Account Chart with Range Picker – A new combined chart when viewing folder and account net worth lets you view your balances across several date ranges or all time. And Account Snapshots have a range picker too. Visual Timeline Animation – The timeline weekly estimate chart highlights the week in sync as you scroll through the timeline calendar for better context. Enhanced Entity Visibility – The entities list shows the next due date for future transactions, so you can see when your next transaction is due at a glance. Account Export – you can export a list of your accounts and their balances. Improved Layouts and Polish – All menu items feature associated icons for faster navigation. Plus, the Today button is now animated for a more polished feel. On iPadOS the column widths have been adjusted to accommodate longer titles with icons, giving you more flexibility in how you organize your accounts. The next upcoming payment is highlighted in your transaction list, making it easier to see what's coming without clutter.

Version 2.0 introduces Account Types and Icons for better organization, new transaction lookups, balance trends in the account list, and comprehensive performance improvements. Account Types – Now categorize your accounts as Assets or Liabilities. Track everything from savings and investments to credit cards and loans in one place. Liabilities now display "Balance Due" for clearer financial visibility. Account Icons – Visual organization at a glance. Choose from a variety of icons to instantly identify your accounts. New users get guided onboarding to set up account types and icons right from the start. Faster Transactions – Adding transactions is now quicker with an improved lookup as you type. Search and select from your saved entries instantly. Enhanced Account List – See balance trends directly in your account list view. Spot patterns and monitor your financial health at a glance. Performance Boost – Experience a snappier app with significantly improved performance across the board. Smoother scrolling, faster calculations, and quicker loads.

Accounts now display a 12 Month balance trend chart when viewing their balance snapshots. A new Account setting allows the user to choose a default view for an account: Timeline, Entities, or Snapshots.

- Updated to the latest device SDK for improved compatibility and performance. - Miscellaneous stability and reliability improvements. - Fixed an issue seen during testing that could show a deleted transaction on the timeline.

• With this update you can setup money transfers between accounts – like paying a monthly credit card (where you track individual transactions). Just use the new "Transfer" option next to "Pay" or "Receive" amounts, and on the specified date one account will have the amount deducted, and the other will have the balance increased. • For added flexibility in managing accounts, this update also allows for moving Accounts between Folders, and for moving Entities between Accounts. • A search feature has been added so you can filter the list of entities by name. • When reviewing the list of an entity's transactions, the color of the transactions has been updated so it's easier to differentiate present, future, and past entries. • Fixed the daily repeating transactions not showing (just totally wasn't included before this release).

A 4th info button has been added so that Accounts and Balances now shows the number of Accounts next to the sum of their Balances – navigate into a folder and the counts and amounts update. Updated for the latest iOS. Fixed an issue when a long list of folders could get truncated.

See all your upcoming transaction in one place with a new main button – across all of your folders or within a specific folder. On the timeline you can view past days and transactions by scrolling up. The onscreen keyboard has been changed to include the negative sign when entering numbers. Polished a couple of views.

This version adds a helpful narwhal to introduce the app in a one-time series of screens to guide users with setting up folders for the first time. There's also minor improvements to make the app easier to use.

Banking holidays are important when scheduling bills to meet their due dates. In this version you can choose whether to show US Banking Holidays on the timeline (they are shown by default) - these are defined by the US Federal Reserve and USA.gov.

In this version the 'All Accounts' balance is dynamically updated in real time with a sum of the individual account balances. Previously the amount shown was the sum of the manually entered account balances.