Accountant & Bookkeeper access, enhanced: - Bookkeeper-level advisors can now do much more when working on a client's books: edit transaction details, confirm/flag/split/match transactions, add receipts and transactions, and close or reopen accounting periods — right from the app. - Faster client switching: tap a client from your Dashboard or the "Viewing [client]'s data" banner to jump straight into their transactions. - Clearer labeling of Viewer (read-only) vs. Bookkeeper (can edit) access levels when granting or reviewing advisor access.

- Fixed an issue where the New Project screen could flicker repeatedly while typing. - Improved the Receipts date filters — month and date-range pickers are now clearly visible and easier to use.

What's New (customer-facing) - Creating a project now lets you set a start date, end date, and color, matching the web app - Project spending is now shown as a category breakdown chart, not just a list - Adding a new tag to a transaction can now apply it to all past transactions from the same merchant - Fixed an issue where removing a transaction from a project sometimes didn't work

New: • Projects — track spending for trips, renovations, events, and more as their own budget, separate from your regular monthly categories. Set a budget cap, build a checklist, keep vendor contacts, link transactions, and export a summary as a PDF. • Anchor your monthly budget to your income — tell Synceipt what you expect to earn this month, allocate it across your spending categories, and see exactly what's left to budget as the month goes on. AI-generated budgets now use this automatically. Improved: • Budgets and Dashboard load noticeably faster — each section appears as its data is ready instead of waiting on a single spinner for everything.

Picking and starting a plan is now easier: • New: try Pro free for 1 month. When it's available you'll see "Start 1-Month Free Trial" on the plan screen — no charge today, cancel anytime before it ends, and it converts to paid only if you keep it. • Redesigned plan comparison — cleaner cards that show exactly what each plan adds over the one below it. • Pro and Pro Plus now highlight the light bookkeeping tools: ledger review, P&L and revenue-by-customer reports, deposit splitting, custom categories, period close, and accounting exports. • Your subscription screen now lists everything included in your current plan. • More reliable Sign in with Apple, plus layout and copy refinements. Thanks for using Synceipt! Questions or feedback? Reach us from Settings.

Version 1.1.0 — Bookkeeping tools come to Synceipt • Review workflow: mark transactions as Reviewed to finalize them into your books, exclude the ones that shouldn't count, and restore any excluded transaction anytime. • Live totals: Money In / Money Out / Net update instantly as you search and filter your transactions. • Faster date browsing: Transactions now open to the current month with a ◀ ▶ month navigator — step through months, or switch to All dates or a custom range. • Split deposits: break a single payout (Stripe, Shopify, Square…) into revenue, fee, and tax lines so your P&L stays accurate. • Custom categories: build your own chart of accounts on top of the built‑in categories. • Close the books: lock an accounting period so its transactions can't be changed. • Smarter reports: a bookkeeping P&L (Reviewed‑only) view and a Revenue by Customer breakdown. • Better exports: Excel export with a worksheet tab per category, expanded split lines.

- Manage your add-on subscriptions (extra email/bank connections, team seats) right from the Subscription screen, with a direct link to manage them in the App Store. - My Inventory now groups multiple units of the same product together, and you can sell partial quantities instead of all-or-nothing. - Added a quantity selector, product images, and item/sale count badges to make managing sales faster. - Receipts are now fully editable — add, edit, or delete individual line items, adjust tax/tip/shipping and tracking info, and link or unlink a receipt from a bank transaction. - Various bug fixes and stability improvements.

Bug fix: AI Budget Generator now correctly displays category names in the suggestion review screen. Previously, each suggestion showed only the amount and confidence percentage with a blank category label. Category names, color indicators, and error details on failed saves are now shown correctly.

Smarter Budgets — Every Dollar Counted Once More accurate spending tracking. Budgets now pull spending data from your scanned receipts first, then fill in the rest from your connected bank — so each dollar is counted exactly once, never doubled. New spending categories. Insurance and Loans & Debt are now their own dedicated budget categories, separate from Financial & Professional. You'll see a clearer picture of where your money goes each month. Spending Insights on the Overview tab. A new color-coded breakdown shows your top spending categories for any month, with each category's dollar amount and share of your total spending. Uncategorized receipt nudge. If any receipts have uncategorized items, you'll see a prompt to fix them so your budget tracking stays accurate.

Bug Fixes: Transactions Screen - Date filter now works correctly - Amount search now finds transactions by value - searching "6.07" now correctly finds transactions with that exact amount. Previously it only searched merchant names and descriptions. - Scroll position no longer jumps when loading more transactions. Batch Review Banner - Now collapsible - tap the header to expand or collapse the banner so it never blocks your transaction list. - Scrollable - Dismiss is now clearly labelled - replaced the easy-to-miss X icon with a labelled "Dismiss" pill button. Transaction Details - Category, Confirm/Unconfirm, and Flag buttons are now always visible regardless of transaction state. - Category color chips now load from the server so they match your custom settings. - Fixed a bug where the wrong category was shown in the details sheet. Receipts - Fixed the category picker appearing behind other elements on the receipt details sheet. - Fixed scrolling in the receipt details modal. Now the Line items and Inventory items are all visible in the modal. - Updated previews and screenshots with titles and subtitles

Inventory Sale Enhancements (Pro) - Keep Open sales — create a sale in "open" state to add or remove items before finalizing. Auto-matching and wallet adjustments are deferred until you finalize. - Finalize & Re-open — explicitly finalize an open sale, or re-open a finalized sale to correct mistakes. Re-opening a cash sale automatically reverses the wallet transaction. - Regular plan users now see Keep Open and Re-open as clearly disabled with a Pro badge, so the features are discoverable without confusion. Account Setup Improvements - Step descriptions now set clear expectations: email receipts extract nightly, bank transactions sync near real-time, and AI matching runs automatically each night. - Added a nightly sync notice to the Email Accounts screen so users know not to expect instant results after connecting. Bug Fixes - Fixed the AI badge overlapping the selection checkbox on inventory item images — each overlay now occupies a distinct corner.

1. update the inventory management feature as a paid feature to be consistent with the web app 2. enhance the inventory item with sale record seamlessly matching to the transaction from the bank, or cash transaction 3. add sale tax data field in the receipt, either extract from email receipt, or manually created receipt

1. Update with new App Previews. 2. Fix date picker in the transactions manually matching modal.

Removed the "RUN SMART MATCH" button in the dashboard screen. The "MATCH" button in the transactions screen does the same job. Fixed the issue of pulling the screen of dashboard doesn't refresh the user's usage capacities.

Bug fixes: when the new user follow the onboarding to add and connect email accounts, it should see all the 3 supported email providers (gmail, outlook and yahoo). Previously it only shows gmail. It's fixed in this update.