Statement import is simpler: transactions first, selection inside each row, and shorter help. Fixes shared-PDF startup saves, preserves edits on retry/unlock, prevents duplicate excluded rows, and improves mixed scanned-page recovery. Adds safer handling for unreadable files and malformed Wealthsimple amounts.

Preview selected import totals before saving. Corrected report exclusions and account balances. Fixed small decimal amounts in RBC imports. Apple review prompts after regular use.

Cash Flow Lab: try a purchase or spending cut over 30, 60 or 90 days. Compare cash paths and floor warnings with editable local CAD amounts. Trial offers now reflect your eligibility.

Fixes statement imports on existing installs. Shorter import review instructions, with optional details.

Clearer statement-import results show when an import is complete, reaches the monthly limit, stops early or needs attention. Repeated imports explain when no new transactions are added and existing rows are skipped. Unsaved selected rows stay visible after partial recovery, and quota-only summary updates now refresh correctly. The free allowance and import rules are unchanged.

Choose which parsed statement rows become transactions, using individual controls, Select all or Clear selection. Selection and potential saved/quota-skipped counts update before saving. Unselected rows are not added as transactions or queued for an upgrade. The original PDF still stays on this device. Excluding a selected transaction from reports remains a separate choice. Improved selection controls for larger text and safer failed-import retries. The free plan's monthly allowance is unchanged.

Saved merchant renames now apply to statement imports with the same original merchant text. Report-exclusion and category choices made during review are preserved when saving. Cancel discards unsaved review edits. See parser warnings, parsed-row counts and the monthly allowance before saving. Potential saved and quota-skipped counts are shown upfront; duplicates can lower the final totals. Missing or unreadable rows may not produce a warning, so compare the review with your statement. No changes to prices or the free plan's 50-transaction monthly allowance.

Try a sample statement before importing your own PDF, without adding sample data to your accounts. Copy a transaction's merchant, date, income/expense type and CAD amount. Account details and notes stay out; copies stay on this iPhone and expire after two minutes. Improved large-text layouts, wrapping controls, and copy-action contrast in light and dark appearance.

Improved bank statement import reliability and error recovery. Corrected transaction-derived account balance signs and clarified local storage and optional statement sharing.

Bug fixes on income reconciliation

- UI Improvements

- UI Improvement - Better onboarding experience

- Fix a parser bug for some RBC statements

- Minor bug fixes