Car insurance every 6 months? Goals repeat now, plus fixes for budget numbers that could come out wrong. • Set a Save by Date goal to repeat every 3 months, 6 months or once a year. • Tap Left to Assign and the breakdown shows how much of it is still pending, like a check that hasn't cleared. • Fixed budget numbers that could be off: future months asking you to fund savings you'd already covered, amounts counting twice when you set them on two devices at once, and Start New Budget carrying old spending into rollover in Spending Limits. • Fixed deleting an account from its account page, and a dismissed sync warning coming back while that bank was still down.

A pending check no longer moves your starting balance while your bank holds it. • The app learns how your bank treats pending deposits separately from card holds. A bank can take a card hold out of your balance right away and still hold a check until it clears. • When a gap matches a pending transaction exactly, Drift Diagnostic shows it as Waiting to Clear, and your starting balance stays put until it posts. • Your iPhone and the web now share one drift timer, so they can't disagree about when to adjust your budget. • Settings > Help has a Changelog row.

Bank stopped updating? The app tells you now, and why. • Settings > Manage Banks says why a bank isn't syncing, like a sign-in to redo or an outage at the bank. Reconnect only shows up when it can help. • "Synced" shows when your bank last sent new data, not when the app last checked. • Reconnect opens a real sign-in with your bank instead of closing straight away. • Apple Wallet accounts no longer show as stale after you use the web app. • Plus a round of smaller fixes across iOS and web.

Lowered a Refill goal? The extra money comes back from this month now. • When a category holds more than its Refill goal, the purple pill in the current month sends the extra back to Left to Assign. It shows up even if you haven't assigned anything this month. • Earlier months stop showing goal pills, so changing a goal can't ask you to fix the same money twice. • In a zero-based budget you can take money out of any category: tap it, clear the amount and start with a minus. • Plus a round of smaller fixes across iOS and web.

Your bank connection sometimes drops a transaction it already sent. That can't take it out of your budget any more. • A dropped transaction stays put, so Left to Assign no longer jumps up and then settles back days later. • Anything already lost that way comes back on its own, category and splits intact. • Categorizing from the review sheet saves right away instead of waiting for a relaunch. • Plus a round of smaller fixes across iOS and web.

Behind on categorizing? Your budget stops holding it against you. • Uncategorized spending no longer moves Left to Assign. It waits on the Uncategorized row until you pick a category. • Choosing Uncategorized sticks, instead of getting filled back in the next time the app syncs. • Edits made offline are held and sent when you reconnect, so losing signal mid-edit no longer costs you the change. • A transaction another one of your devices already saved no longer comes back as a second copy. • Plus a round of smaller fixes across iOS and web.

Paid off a card and watched your budget shift? It shouldn't have. • A card payment that has left your checking but hasn't reached the card yet no longer counts against your starting balance. • You no longer get signed out, or told your subscription expired, because of a temporary server problem. • Your country and currency stay put instead of resetting when you use both the app and the web. • Plus a round of smaller fixes across iOS and web.

Your transactions stay where they should. • Apple Card and Apple Cash transactions no longer go missing during a sync. • A sync that drops halfway no longer loses what it was carrying. Your bank sends it again next time. • Two devices syncing at once no longer create duplicate transactions. • Zero-based budgets: Left to Assign holds steady, and Settings > Drift Diagnostic can re-download recent bank history whenever something looks off. • Plus a round of smaller fixes across iOS and web.

Added new reports to keep track of your money better, along with some polish & fixes. • Top Payees, Top Income Sources and Savings Rate are new in Reports. • Split transactions count now. They were missing from Reports entirely, and one tagged to income counted twice. • Payee names read properly. SHELL OIL becomes Shell Oil, CVS stays CVS. • Delete something on one device and it's gone from the rest. • Plus a round of smaller fixes across iOS and web.

Cleaning up your categories? It all happens on the budget screen now. • Deleting a category asks where its transactions should go, and moves them there. Before, they were just dumped into uncategorized. • Tap a category, then its name, to rename it, recolor it, move it to another group or delete it. Manage Categories is gone from Settings. • Every category list is sorted A to Z, with Income, Transfer and Credit Card Payment first. • Two new report view options on both iOS and Web. • More payee normalization rules to make your transactions look normal. • Plus a round of fixes across iOS and web.

Want your transactions in a spreadsheet? Now you can take them. • Export to CSV from Settings > Export Data. Spending exports negative and income positive, so the Amount column totals to what you netted. • Transactions that arrive while the app is closed no longer get stranded on one device. • Two devices syncing at once no longer create duplicate transactions. • Plus a round of smaller fixes across iOS and web.

Performance Basis Budget is substantially faster. The delay after saving a budget, categorizing a transaction, or syncing is gone, scrolling is smoother throughout, and the app launches cleanly. Zero-based budgeting Reports now show your full month of spending, so the month you started your budget matches your bank statement. Privacy Deleting your account now disconnects Basis Budget from your Apple ID, so it no longer appears under Sign in with Apple in your iPhone settings.

Bug fixes & improvements to cross-platform syncing and resilience.

Got a lot of categories? They're faster to find now. • Search and A-Z sort in every category picker. • Plus lots of small bug fixes and improvements.

Push notifications can now let you know when something needs your attention, so you don't have to remember to check. • A heads-up when a bank connection needs reconnecting, so imports don't quietly stop. • A daily reminder when you have transactions to review, with the count and a tap straight to your review queue. • A nudge when your accounts haven't synced in a few days. Faster transaction entry Logging a transaction by hand is quicker now. The Payee field suggests the payees you've already used and fills in the category you usually give them. Bug fixes Of course, standard round of bugs squashed.

Smarter categorization and easier bank fixes. • Transfers, credit card payments, and subscriptions now land in the right category instead of Other. • Categories you assign from the Review banner now stick instead of reverting after a quick tab switch. • A stuck bank link now appears in Manage Banks with a one-tap Reconnect, Re-add, or Remove. • Plus a background-sync fix for subscribers and a fix for a rare crash when signing out from Reports.

Bug fixes & improvements.

Bug fixes & improvements.

You can now type math directly in any amount field. Type 20+15 in a budget category and the app does the math for you. Works in transactions, budget editing, and credit card payoff. No more deleting the total just to add to it. Also in 1.4: • Region and currency support, pick your country at sign-up and the whole app speaks your currency • Bug fixes from your feedback, keep it coming Bank sync (Plaid) is still US-only but manual mode works anywhere. Thanks for using Basis Budget.

Big one. Basis Budget is now on the web. Open it on your laptop at basisbudget.com and pick up right where you left off on your iPhone. It's the same account, same data, and same encryption. Also in 1.3: • Subscribe on web or iOS, your subscription works in both places • Cleaner sign-in and sign-out flow • Background sync improvements so balances stay fresh • Bug fixes from your feedback, keep it coming Thanks for using Basis Budget.

Sign in with email if Apple Sign-In isn't your preference. Cleaner Settings layout. Plus polish and bug fixes under the hood.

Bug fixes & improvements.

What's New in 1.2 • Mark stuck pending charges as "Dropped" when your bank releases them but the charge doesn't post (only in Connected mode) • More reliable cross-device sync. Changes between your iPhone and other devices now propagate correctly • Background sync keeps both devices up to date even when you're not actively in the app • Fixed a rare crash when deleting accounts or transactions • Improved reliability under flaky network conditions

Small update. If Basis Budget's been working for you, you might see a quick in-app note from me asking for a review. Thanks for being here.

Bug fixes & improvements.