Smarter 30-day cash-flow forecast and cleaner navigation.

A bold Budget tab redesign plus a new way to see everything: • Redesigned Budget tab — new summary card with a live progress ring, richer category cards, and gradient progress bars • Income tracking now shows exactly what's been deposited and what's still on the way, with a received-vs-expected progress bar • New: All Transactions — a fast, searchable feed of every transaction across every month (More tab) • Category pages got sharper: unified summary card and a clearer 12-month spending chart • Edge-to-edge design — more room for your money on every screen • New subscribers now get their first 3 months of Premium free • Bug fixes and performance improvements

What's new in 1.2.1: • SMARTER SAVINGS — Margin Finder and the proactive assistant now research your actual spending and surface specific money-saving swaps with real numbers, tuned to your area. • SHARPER FORECAST — The 30-day cash-flow projection is more accurate, with realistic paycheck timing and spending patterns. • REORDER YOUR ACCOUNTS — Drag to arrange your accounts exactly how you like them. • POLISH — Smoother typing on every screen, clearer navigation, and a batch of fixes for a faster, cleaner experience. Questions or ideas? budgetpilot@correiavirtus.com

A meaningful refresh focused on clarity, accuracy, and a more premium look. INCOME, DONE RIGHT • Real employer and bank logos for income sources • Cashback, rewards, and transfers no longer inflate income • New premium income card design TRENDS YOU CAN TRUST • Smarter “typical month” calculations using a 6-month median • Plain-English comparisons instead of confusing percentages • New explainer showing how numbers are calculated CASH FLOW FORECAST • Tap and drag the 30-day chart to see projected balances by day 50/30/20 BREAKDOWN • See Needs / Wants / Savings with recommended targets side-by-side NAVIGATION • Back buttons now return to the correct screen • Easier access to the Income screen NET WORTH ACCURACY • More accurate comparisons when tracking history is limited UNDER THE HOOD • Cleaner totals and better consistency across the app Thank you for using BudgetPilot.

Version 1.1.0 — Your dashboard, your way. DASHBOARD CUSTOMIZATION • Drag, hide, and reorder every card on Home, including the new "Left to Spend" hero • Tap the gear icon (or long-press any card) to enter Edit Mode • Reset to default any time • "Left to Spend" now shows your daily allowance and pace ("ahead/behind plan") in one tap PER-ACCOUNT DRILL-DOWN • Tap any account to see its full transaction history with filter pills (All / Spending / Income / Transfers) • Real-time balance from Plaid, no more $0.00 placeholders • Instantly spot internal transfers, excluded items, and pending charges SMARTER SAVINGS • Withdrawals from savings accounts no longer double-count as spending • Savings to checking transfers are auto-paired and excluded from your "Left to Spend" • Your spending pace finally matches what you actually spent CASH FLOW CARD, REDESIGNED • Cleaner 30-day projection chart, properly centered • "Best day" and "Lowest day" pills below the chart • Heads-up alerts when a tight spot is coming YOUR RECURRING, BETTER LOGOS • Real merchant logos for hundreds more subscriptions and bills • Smarter brand matching, no more wrong icons for short merchant names FINANCIAL GOALS • Delete option added, long overdue, sorry for the wait • Tap any goal to update progress, edit the target, or remove it Plus dozens of fixes, accessibility improvements, and performance polish across the app. Thanks for using BudgetPilot. Keep the feedback coming.

Stability and security improvements: Tighter session handling so account switches are clean and instant. Hidden accounts now reliably stay hidden across devices and re-logins. Dashboard always opens on the current month. Faster, more reliable Sign in with Apple and Google. Polished UI details across the home screen.

Brand new: • Margin Finder — AI scans your spending and surfaces dollars you can recover every month • Proactive AI — background sweeps surface actions for you to approve, from miscategorized charges to spending patterns worth catching • Calendar Transactions — see every spending day at a glance with a color-coded heatmap • Forecast — project your net worth, retirement date, and goal timelines based on your real numbers • Estate Planning — templates for your Will, Power of Attorney, and Healthcare Directive • …plus everything else below. Make the home screen yours. Tap the gear icon on your dashboard to rearrange, hide, or collapse any card. Prefer to see bills first and budget rings second? Now you can. Long-press the gear for the full card manager to bring back anything you’ve hidden. Smarter auto-categorize. When BudgetPilot’s AI tags your transactions, you now preview every suggestion with a confidence score before anything changes — so you stay in full control of your categories. A fresh first impression. New animated splash screen sets the tone while the app boots. Polish across every tab. Dashboard, Accounts, Bank Sync, Expenses, Income, Investments, Savings, Trends, and More — sharper spacing, cleaner typography, and smoother transitions everywhere. Invite your partner by email. We rebuilt the partner invite flow from the ground up. Enter your partner’s email to share your household budget, and when they revoke access their data is fully wiped. Reliability and sync fixes. • Reconnecting a bank no longer creates duplicate accounts or transactions • Session cleanup is more reliable after revoking a device • The Income Move dropdown now scrolls correctly on small screens • Plaid balance fetching is rate-limited to prevent repeated timeouts Better on iPad Fixed top/bottom clipping and tuned layout caps so the app finally looks right on big screens. Thank you for flying BudgetPilot. If this app has saved you time or money, a quick App Store review helps more families find us.

Make the home screen yours. Tap the gear icon on your dashboard to rearrange, hide, or collapse any card. Prefer to see bills first and budget rings second? Now you can. Long-press the gear for the full card manager to bring back anything you've hidden. Smarter auto-categorize. When BudgetPilot's AI tags your transactions, you now preview every suggestion with a confidence score before anything changes — so you stay in full control of your categories. A fresh first impression. New animated splash screen sets the tone while the app boots. Polish across every tab. Dashboard, Accounts, Bank Sync, Expenses, Income, Investments, Savings, Trends, and More — sharper spacing, cleaner typography, and smoother transitions everywhere. Invite your partner by email. We rebuilt the partner invite flow from the ground up. Enter your partner's email to share your household budget, and when they revoke access their data is fully wiped. Reliability and sync fixes. - Reconnecting a bank no longer creates duplicate accounts or transactions - Session cleanup is more reliable after revoking a device - The Income Move dropdown now scrolls correctly on small screens - Plaid balance fetching is rate-limited to prevent repeated timeouts Better on iPad and Android tablets. Fixed top/bottom clipping and tuned layout caps so the app finally looks right on big screens. Thank you for flying BudgetPilot. If this app has saved you time or money, a quick App Store review helps more families find us.

Bug fixes and subscription setup.