This update resolves an issue where transactions created on a shared account displayed "another iCloud user" instead of the person's name. After installing this update, please open the shared account settings once to refresh your shared accounts. There is no need to re-setup shared accounts.

• added support for additional years when creating a financial plan • fixed bug when sometimes incorrect transactions were displayed in the payees report

Added an option to prioritise categories over tags in financial plans. When enabled, the app will not include tags into a plan calculation unless a tag was included into a plan. This option can be enabled when creating or editing a plan.

Small bug fixes

Minor bug fixes

Small bug fixes

Statement Reconciliation With PDF Files (macOS 15 or later required) When reconciling a bank statement in the app, you can now open a PDF version of the statement and display it side by side with your transactions. This allows you to quickly cross off transactions in the PDF as you reconcile them in the app. Debit & Credit can also attempt to recognize transactions from a PDF statement and automatically mark them as reconciled to save you time. However, this feature depends on your bank and how the PDF files are formatted.

Improvements related to financial plans running in the table view mode

• added a workaround for a bug in macOS Tahoe (FB19925618) where a metadata selection field would slightly shift downward when focused • fixed a bug where the new transaction form did not use the new macOS Tahoe design when duplicating a transaction • fixed a bug where a previously deleted category could appear in the list when setting up a new shortcut in the Shortcuts app

• slightly increased widget margins to better match Liquid Glass design • fixed bug when it was not possible to expand a financial plan section to full-screen mode • fixed bug when an overspent financial plan item did not have a red progress bar

Fixed bug when the calendar popover was displayed incorrectly in macOS 26

Debit & Credit now features the new Liquid Glass design style

Improvements related to CSV file import

Small bug fixes related to financial plans

Updated File Import (macOS 15) Everything related to file import has been rewritten from scratch using the latest technologies available on Apple platforms. • improved speed and reliability of file import • improved UI related to creating new accounts and transaction confirmation for file import • improved support for VoiceOver when confirming transactions for file import • improved error messaging Other improvements: • when exporting transactions that include notes, the app also uses notes for shared transactions to mention who created/edited a transaction • when exporting transactions with the active search query filter, the accounts filter button is automatically disabled • fixed bug when pending transfers to/from accounts excluded from net wealth calculation were incorrectly processed in the net wealth forecast report

Internal improvements and bug fixes

Small bug fixes

• improved animation when showing/dismissing financial plan sections • account widget can now display folder information

Updated Financial Plans (macOS 15 required) • the table view mode has a new option to display both planned and actual numbers together in a single table cell • improved logic for annual items in financial plans. Now planned amounts are matched to reported amounts as long as spending for a year is within a specified annual amount • other items that affected your financial performance (such transfers to excluded accounts or currency exchange rate changes) are now displayed in plans This update also changes the direction of bars in the categories/payees reports.

Updated Financial Plans (macOS 15 required) • the table view mode has a new option to display both planned and actual numbers together in a single table cell • improved logic for annual items in financial plans. Now planned amounts are matched to reported amounts as long as spending for a year is within a specified annual amount • other items that affected your financial performance (such transfers to excluded accounts or currency exchange rate changes) are now displayed in plans This update also changes the direction of bars in the categories/payees reports.

Significantly improved performance of financial plans, calculating financial plan results is now 4-5 times faster

This update brings a completely new attachments manager: • See your attachments either as a grid of thumbnails or a table • Every attachment has a description of its transaction, file size, type, and date • Use search to find attachments by description or other metadata • Sort by size or date to find attachments that take up the most space • Select multiple transactions in the list/table view mode, then optionally delete or share them • Drag transactions from the attachments manager and drop them to other apps to copy It is powerful and simple to use. You can open the attachments manager in the app settings when you have previously saved attachments. The attachment manager requires macOS 14 Sonoma and can be opened via the menu bar.

This update brings a completely new attachments manager: • See your attachments either as a grid of thumbnails or a table • Every attachment has a description of its transaction, file size, type, and date • Use search to find attachments by description or other metadata • Sort by size or date to find attachments that take up the most space • Select multiple transactions in the list/table view mode, then optionally delete or share them • Drag transactions from the attachments manager and drop them to other apps to copy It is powerful and simple to use. You can open the attachments manager in the app settings when you have previously saved attachments. The attachment manager requires macOS 14 Sonoma and can be opened via the menu bar.

Version 7.0 is a big update for our customers in the US. If you have an iPhone, you can get your Apple Card, Apple Cash, and Savings transactions automatically imported into the app. The Mac app was updated to sync those transactions and back them up correctly.

Fixed bug when the payees report was incorrectly accounting for income transactions with split categories.