Small stability & quality of life updates: • Restoring a backup now shows what the file contains before anything changes, then a progress screen while it runs. • Large backups restore much faster. • Sheets and keyboards are easier to close: every sheet has a Done button, and number pads have a Done key. • Charts fit better on iPhone. • Importing prices and exchange rates now works the same way in both places. • Stability and bug fixes, including a case where a quick double tap on Save could store an entry twice.

What's New (v1.4) / Insight cards on spending, investment, and goal development grids — trend detection, spikes, and year-over-year comparisons at a glance / "Ask about my spending" — ask natural-language questions about your finances, powered by on-device Apple Intelligence (requires iPhone 15 Pro or newer with Apple Intelligence enabled) / Investment cashflow export — copy investment cash flows to the clipboard for use in spreadsheets / Projection and calendar display improvements / Bug fixes for monetary rounding and mixed-sign contribution sums

See your money's future, not just its past. This release introduces Projections — a full forecasting workspace for your total net worth. • Forecast up to 80 years ahead, in calendar years or by age • Set per-asset-class return rates and an optional inflation rate, then compare nominal vs. real (today's-money / net present) values side by side • Plan one or many contribution and withdrawal schedules — fixed, inflation-linked, or growth-linked • See projected milestones with a year-by-year resolution near-term and typical retirement ages (62, 65, 67, 70…) further out • A withdrawal projection table shows pre-tax, after-tax, and real after-tax monthly income at each age

More of a visual than a numbers person? Checkout some charts to see how your financial goals have performed over time, how your investment & spending cashflow accumulates throughout the year, and compare to prior years. Also: Backfill older security prices by providing an optional date to each entry of copy-pasted bulk price updates Update 1.2.1: / Fixed a bug that might have overestimated total spending by counting transfers as spending / Visual improvements to charts, especially on iPhone

More of a visual than a numbers person? Checkout some charts to see how your financial goals have performed over time, how your investment & spending cashflow accumulates throughout the year, and compare to prior years. Also: Backfill older security prices by providing an optional date to each entry of copy-pasted bulk price updates

Open a calendar how the balances of your goals changed over time. Also: Behind the scenes improvements that reduce rounding errors in analysis

New analysis features let you compare spending and investment trends over time using your custom goals and categories. Import transaction history in bulk by pasting TSV data from any spreadsheet app. Backup files are now significantly smaller with improved performance throughout the app. Plus various visual refinements.