• "Syncing transactions…" banner after connecting a bank • More reliable and frequent Apple FinanceKit transactions background sync • Fixed duplicate Plaid sync notifications + bad tap landing • 403 errors no longer flip your active workspace • Free-access users no longer silently denied write access • Multi-receipt thumbnail strip in transaction detail • Allocate modal: cadence respects budget period • Real recurring instances no longer dimmed in explore • Cleaner recurring badge, clearer Disconnect button • Fixed clearing a transaction's notes

- Fixed app freeze when creating an auto-rule from an AI category suggestion on a transaction that had multiple pending suggestions - AI suggestion chips now appear on already-loaded transactions instead of only on newly-paginated pages - AI suggestion chips keep updating after you switch tabs while a categorization job is processing

• French translation added (with Canadian regional overrides) Fixed Bugs: • Date pickers and transaction date headers now use your selected language • Budget alert fixes: no false day-1 warnings, correct period boundaries, tapping no longer crashes Explorer • Returns: better original-purchase matching with manual search • Cash Flow projection and Explorer sub-month totals fixed • "Unknown Institution" account counts are now accurate • Demo workspace no longer renames your profile • Apple sync: clearer activity feed copy; auto-retries on transient errors • FinanceKit: only the household member who connected Apple gets reauth prompts and notifications — others see clear attribution instead Improved Performance: • Faster Explorer filter toggling; money fields preserve trailing zeros • Workspace switching now updates the Accounts screen immediately

AI & categorization • Approve AI suggestions inline on the transaction list • Long-press a suggestion to apply it across matching transactions, or to create an auto-rule prefilled with the merchant and category • Tap or long-press a category chip on any transaction row to edit • Clear pending AI suggestions in bulk Notifications • Long-press toggles read/unread; swipe left for Toggle Read + Delete; tapping marks read • Quieter "new merchant" alerts on Venmo, Cash App, PayPal, and Square Receipts • Multi-page receipts — snap up to 10 pages for long Costco-style receipts Rules • New "Original Description" rule condition — match the original bank description before merchant normalization (e.g., "Costco Travel" vs Costco) • "Apply rule" confirmation count now matches the preview Explorer & Reports • Fixed date filters that got stuck on "Custom Range" and ignored new presets • Single-date filters show the actual date instead of "Custom range" • Recurring/spread tile counts now match the drill-down list Reliability & polish • Smoother transition from demo to a verified account — data carries over • Help & Support links open reliably via an in-app browser • Manual amounts preserve trailing zeros (282.20 stays 282.20) • Apple Card → Apple Savings reward matching for large histories • Fixed OFX import from Share sheet, custom-date-filter crash, and stale data after workspace switching

• Faster ways to categorize and tag: swipe right on a transaction or tap the category or tags directly on the transaction in the list • Smarter AI categorization with improved suggested categories • Faster navigation and smoother transaction lists • Dozens of Explorer and reporting fixes

• View and cancel pending workspace invitations in settings • Added support for dynamic text size and fixed long account names crowding transaction descriptions • Creating auto-rules from Explorer groups now correctly uses the recipient name • Fixed receipt dates with two-digit years (e.g., "01/15/26") being parsed as 1926 • Fixed shake-to-report feedback form becoming unresponsive

• Mark transactions as reviewed with swipe or long-press; filter to see only unreviewed • Export your transactions and budgets as CSV files from Settings • Automatic cross-account duplicate detection when the same bank account is connected twice • Bug fixes

- Budget progress bars show projected recurring amounts - Carry forward unused budget balances between periods - Edit budgets directly from the detail modal - Apple FinanceKit sync alerts you when sync stops working - Fixed Apple Savings showing as Apple Cash - Crypto wallets: xpub support and automatic staking detection - Improved dark mode and VoiceOver accessibility

• Envelope method budgeting: per-period amounts, budget rollover, income allocation, and spread-adjusted progress • Multi-currency support: set your preferred currency, view converted amounts, and track accounts in different currencies • Crypto wallet monitoring: track Bitcoin, Ethereum, and Solana balances with daily snapshots and net worth integration • App now available in Spanish, Portuguese, and Russian • Review queue for provider-removed transactions instead of silent deletion

• Multi-select and bulk actions in Explorer: change categories, edit tags, create auto-rules for groups • Choose how much transaction history to import (30 days to 2 years) • "Last Week" and "Past 7 Days" date filter presets with configurable week start • Browse and add recommended category groups for quick setup • Dark mode, share link, and deep link fixes

Retirement Planning Model your path to financial independence with Monte Carlo simulations. See your success probability, savings goal, and what you need to save each month — with tax rate modeling and custom spending overrides. Net Worth & Cash Flow Charts Track your net worth over time with a new chart that carries forward balances across all accounts. Cash flow projections now extend into the future based on your recurring rules and spending history, with a breakdown showing which rules contribute to each projected month. Fraud Detection Alerts Get notified about suspicious transactions: unusually large amounts, spending that deviates from your patterns, and purchases at merchants you've never used before. Each alert type can be toggled independently. Return Tracking Curl automatically detects refunds and links them to original purchases. Return matches now prioritize merchant similarity so the right match surfaces first. You can also manually mark any transaction as a return. Manual Account Balances Track balances over time for manual accounts — add, edit, and delete balance entries that feed into your net worth chart and retirement planning. On-Device AI Categorization Choose between cloud (OpenAI) and on-device (Apple Foundation Models) for AI-powered transaction categorization. On-device mode keeps all processing local for maximum privacy. Encrypted Push Notifications Notification content is now end-to-end encrypted — intermediary servers never see your financial data. A new privacy toggle lets you hide transaction details from notifications entirely. Multi-Select Transactions Long-press to select multiple transactions, then bulk-change categories or edit tags from the overflow menu. Smarter Budgeting Create budgets directly from Explorer or Reports for unbudgeted categories, pre-filled with a suggested amount based on recent spending. Budget suggestions now use only the last 3 months for more relevant estimates. Search & Filter Improvements Active search filters now show a rich preview chip with entity names and condition counts instead of generic "Advanced Search" text. Help & Feedback Shake your device to report an issue with pre-filled diagnostic context. A new Help & Support screen with FAQ and contact form is available from the drawer menu and Settings. Bug Fixes & Polish Fixed decimal input losing digits when editing large numbers. Budget changes now show confirmation toasts and update immediately. Fixed spread rules not applying during Plaid sync. Budget alerts now fire for all sync methods.