Budget goal and Recurring payments (Premium, for accounts you connect through Apple Wallet). • Budget goal: set a monthly limit overall, for any category, or both, and see how this month is going — on track, close to the limit, or over. It shows in your Goals summary and on Home, with optional alerts when a limit is close or passed (checked when the app syncs) and a weekly check-in reminder. • Recurring payments: the subscriptions and regular bills found in your history, what they cost each month and what's due next. • Additional details: with accounts connected, your monthly income, expenses and debt payments are filled in from your recent history — check them before you save. • Add account now offers adding by hand, connecting (iPhone) or importing a file wherever you add one. • Fixed: a credit card or loan connected through Apple Wallet now counts as money you owe in your net worth and the debt breakdown.

Cash flow is easier to read, search and look back on. (Premium; for accounts you've connected through Apple Wallet.) • Filters now sit at the top, above the numbers they control, so you can watch the totals and charts change as you pick accounts and dates. • Left over: Cash in & out now shows income less expenses and debt payments, for your dates and as a monthly average. • Month by month: income and spending for each month, side by side. Tap a month to look at just that one, or step between months with the arrows. • Top merchants: where most of your spending went. Tap one to search for it. • Against last month: each category in the spending and income charts says how much more or less it is than last month. For this month so far, it compares against the same days of last month. • Search by merchant name, with a running total of what you spent and received in the results. • Tap a transaction to see its details and how it's counted. Tap the notes under the figures (pending, transfers, items we couldn't classify) to list just those items. • Choose 10, 20 or 50 transactions per page, and pull down to sync. • Scroll down and your filters stay in view as one line. Tap it to change them. Everything stays on your device. Connected-account transactions are stored encrypted and are never uploaded, exported, backed up or sent to analytics.

A new Cash flow tab in Insights, for the accounts you've connected through Apple Wallet (Premium). • Income, expenses and debt payments for this month — or any dates you pick — next to your average month. The average appears once you have two full months of data. • Spending by category, or income by source — one tap on the switch. Tap a slice to narrow the list to it. • Every transaction, newest first, with filters for account, account type and date — this month, the last day to the last year, a month you pick, or a custom range. • Everything stays on your device. Connected-account transactions are stored encrypted and are never uploaded, exported, backed up or sent to analytics. Apple Wallet shares a limited stretch of recent history, so the picture builds up as the app keeps syncing. In the US, Apple Wallet shares Apple Card, Apple Cash and Savings accounts only.

The Financial Health Report has been reworked to be easier to read and easier to act on. • Categories and individual metrics now show a level — Critical, Poor, Fair, Good or Excellent — instead of points. Your overall score is still a number out of 100. • A new Focus list at the top shows the few things worth working on first, in order of importance. Tap one to jump straight to it. • Categories are now one expandable list. Tap a category to see its metrics, and tap a metric to see its strengths, weaknesses and next steps for the level you're at. • A line under your score shows how many metrics changed level since your last check-in; tap it for the details. • Score history now shows, for each update, which of your changes went into it and which metrics moved level as a result. • The Insights tab shows the same Focus items as the report, so the two always agree. • Fixed: score history could miss earlier changes made on the same day. • Fixed: text overlapping or cut off on small screens and at large text sizes.

• The first time you open Insights, a quick explainer walks you through how your health score works. • Finishing your monthly check-in now shows your check-in streak and animates your updated net worth and score. • Every account row now shows its currency's flag, so accounts held in different currencies are easier to tell apart at a glance. • Fixed a crash: unlocking with Face ID could previously crash the app on newer iPhones. • Fixed: biometric unlock (fingerprint/face) previously never worked before.

• New Goals Tab: A dedicated space for your long-term strategy, including FIRE projections and portfolio rebalancing. • Advanced FIRE Projections: Plan with confidence using Monte Carlo simulations to see your success probability, and create named scenarios to compare different paths. • Goal Tracking: New debt-payoff planner (avalanche vs. snowball) and custom savings goals to keep you on track. • Portfolio Allocation: Set target allocations for your assets and get drift alerts when your portfolio shifts. • Refreshed look — new typography, smoother motion, and a cleaner card layout throughout • Faster balance edits that update instantly • Redesigned Home: net-worth hero with an animated count-up, a stale-account nudge, and a health-score summary • Guided monthly check-in to review your net worth and score • Add/update account and settings forms reworked as bottom sheets • Account-type picker now shows icons; currency pickers show flags • Pull-to-refresh and haptic feedback on the net-worth chart • Pull-to-refresh and haptic feedback on the net-worth chart • Score-first Insights with per-metric sparklines, a "what changed since your last check-in" card, and a tap-to-expand chart showing exactly which account/setting changes moved your score • New in-app User Guide (Settings › Help) and a comprehensive FAQ page, including a plain-language privacy & analytics explainer • Reminders and exchange-rate editing moved to quick sheets • Accessibility pass — labels, contrast, and reduced-motion support • Under the hood: enhanced observability with better analytics and crash-reporting, and refreshed app icons for a more polished look • Connect a bank account — UK users can now link Barclays, Barclaycard, First Direct, Halifax, HSBC, Lloyds, M&S Bank, MBNA, Monzo, Nationwide, NatWest, RBS or Santander directly through Apple Wallet. US users can connect Apple Card, Apple Cash and Apple Savings. Your balances come straight from Apple's on-device Wallet integration — no bank login typed into this app, no aggregator, nothing sent to any server. Free for everyone, alongside your existing manual accounts. • Manage connected accounts from Settings — see when each one last synced, sync on demand, or disconnect at any time. • Full payment/savings schedules — Debt Payoff (avalanche vs. snowball), Savings Goals, and FIRE Projections now show a month-by-month (or yearly) breakdown of exactly how you get there, not just the end date. • Fixed a real currency bug: switching your base currency could previously leave Debt Payoff, FIRE Projections or Savings Goals showing the wrong currency, or falsely mark a savings goal as "reached." • Every number you type is now checked for overflow — no more silent "Infinity" results from an oversized or invalid entry. • Fixed five calculations in your Financial Health score (saving rate, expense ratio, emergency fund, debt-to-income, FI progress) that could previously show "Infinity" instead of a real number in an edge case. • Large numbers across the app now display compactly with a tap to see the full figure, instead of overflowing or getting cut off. • Closed two ways the free 5-account limit could be bypassed (during onboarding, and when importing a spreadsheet).

UI bug fixes

- Update Current/Checking Account Type- Update Onboarding UI - Added close button on right top screen

- Financial Health Report with Focus and Maintain Suggestions- Updated Onboarding

Export Accounts

Historical Account Tracking, and UI Bug fixes

Historical Tracking of Accounts,Bugfixes in the UI,Restore purchase sync up,Added link to provide feedback/ report bugs etc

Fix UI bugsAdded Reminder service

Fix UI bugs, Added tutorials to update and delete accounts

* Share feature - Networth Line Chart - Premium Summary Report* Unlock Insights

- Privacy Policy - License Agreement Links

Full UI overhaul, Personalised Insights, More Financial Indicators and Personalised Financial Health report with In app purchase

Full UI overhaul, Personalised Insights, More Financial Indicators and Personalised Financial Health report with In app purchase

- Persistent Theme - Persistent UI changes - View all accounts on Networth chart - Cleaner Lines in Networth Line Chart

- Ask before resetting account - Clean Home UI by showing/hiding accounts

- Separate view for Asset and Debt allocations - Separate view for Liquidity - Per account view of networth in line chart (show and hide accounts) - UI bug fixes

- Changed look and feel and default theme to light - Added more Networth metrics - Cleaned up action button in home page

Bugfixes - Fixed the Networth text and chart to scale with screen