- Improved financial insights (actionable steps) - Improved personalization (better memory of habits) - Minor UI changes - Bug fixes

- Bug fixes - Financial assistant improvement - Financial insights improvements

Bug fixes

Bug fix causing app to crash when syncing multiple cards

Time-cost view on charts All three Home screen charts: bar, donut, and line now have a time-cost toggle. Tap the clock icon next to the timeframe buttons to see your spending measured in work hours instead of dollars Swipeable insight cards Insight cards on the Home screen now respond to swipe gestures. Swipe right to deep dive into the details, or swipe left to dismiss and move on Smarter notifications that learn what you care about Notifications now track which types you engage with. If you consistently ignore a certain kind of alert, the app stops sending it. No more repetitive category notifications Tap a notification, land in the right place Notifications now deep-link directly to the relevant screen. A spending recap notification takes you straight to your summary, no more hunting through the app Actionable financial insights Insight cards now include a specific next step you can take, with an estimated dollar savings. For example: "Cooking 2 extra meals/week could save ~$48/month on Food." Charts show a full year of data The 1Y timeframe now pulls a full 12 months of transaction history across all chart types Smarter transaction categorization The app learns from how similar transactions are categorized across users, so common merchants get categorized instantly, and gym/fitness purchases correctly go under Health Financial assistant rate limits To keep things running smoothly for everyone, the AI chat and insights are now rate-limited UI polish - Card backgrounds are now a softer gray instead of black in light mode - Insight card dots are tappable, jump to any card directly - Pause icon shows when card auto-rotation is paused - Transaction detail screen now scrolls and shows validation errors inline - Keyboard "Done" button added to onboarding subscription price field - Chart type picker now shows a subtitle describing each chart

- Redesigned charts. All three chart types on the Home screen have been rebuilt. The bar chart now shows spending over time (daily, weekly, or monthly bars). The progress circle is now a category donut chart showing where your money goes. The line chart is now interactive, drag to see exact values at any point. All charts support the 1W / 1M / 1Y timeframe selector. - Smarter bank sync. Pending transactions now update in-place when they post, eliminating duplicates. Existing bank connections will automatically backfill up to a year of transaction history on first launch. - Email update screen fix — Users blocked on the email verification screen can now sign out or switch accounts. The app also automatically detects when verification is complete. - Budget input improvement — You can now tap a budget category's percentage to type an exact number instead of only using the slider. - Cleaner transaction list — Transaction rows now show a single status icon instead of stacking multiple icons. - Smarter notifications — Daily notifications now learn your usage patterns and arrive at better times. Duplicate "big expense" alerts are suppressed, and debt payoff gets a celebration notification. - Updated help & FAQ — Answers corrected to reflect current app navigation and features.

- UI improvements (charts 10x'd, 1D chart option removed) - Preferences budget section not adding to 100% bug fixed - Wage history repeating bug fixed - Updated help section - 1 icon for each transaction type instead of multiple (bank, transfer, or credit card) - Financial insights improvement (steps to achieve insight, verification of amounts) - Credit card hitting multiple of the same payment (charged vs posted) bug fixed

- Financial insights improvement - Financial assistant improvement

- Bug fixes - Notification improvements

- Smarter duplicate detection: bank transactions from the same merchant are now matched more accurately, even when store numbers or location details vary - Custom category emojis: new categories automatically get a relevant emoji, and you can tap to change it to any emoji you prefer - Improved financial assistant: responses are more concise and focused on your actual monthly spending patterns - Added Subscriptions as a built-in budget category - Bug fixes and performance improvements

- Background on category icon - UI changes (make outlier expenses red) - Goal setting autodetects debt if a credit card is added - Multiple credit cards able to be tracked under one goal - Bug fixes (goal setting no longer disappears, infinite wage history and goal history fixed)

- Bug fixes - Financial assistant improvements - UI improvements

- FAB substituted for financial assistant access - Timeframe on certain notifications - Assistant not able to access transactions bug fixed - Credit card support

- Clicking the ‘try it’ button on the new feature spotlight should send the user to the correct location - Settings should save when I sign in or sign out the app - Why do some categories not show when I click on the transaction (ex: bills for the codacademy and healthcare for cvs) - Relevant follow up questions in financial assistant - Close the keyboard in the assistant when swiping down - Ability to change things from the financial assistant - Advice should be short, friendly, but to the point - New feature automation should update when the release comes out - New update should notify users by email - UX/UI changes (minimize keyboard in financial assistant when swiping down)

- Category cleanup (Less transactions in the ‘other’ category) - Preferences UI cleanup - Duplicate transaction bug when using the app on multiple devices - New feature spotlight - Delay in new transactions added bug fix due to duplicate review bug fixed - Financial assistant improvements: - Allow the keyboard to collapse when a message is sent or when the assistant is responding - Shorter initial message - Page scrolls down as the assistant types back - Blur at the top

- Haptic feedback in chatbot and numberpads - “Other” transactions improved categorization - Better notifications - UI improvements

- Savings projections in onboarding - Marking transactions as investments or debt payment - Bug fixes

- Bug fixes - Notification improvement - Onboarding improvement - Goal-setting improvement

Hot fix: Profile tab title out of place

- [x] Improved auto-categorizing transactions: less bank-added transactions in the “other” category (up to 80% improvement) - [x] Notifications - [x] Answer questions about your finances - [x] Give advice and insights - [x] Compare spending to budgets - [x] Calculate totals and averages - [x] Read your transactions - [x] Bug fixes

- Budget by pay-period - New budget allocator in the preferences section - Bug fixes (fixed unexpected "add first transactions pop-up after already adding the first one) - UI improvements (more green, less blue, blur effect on home page title)

- Rollback of multi-views in favor of classic view - Revamp and improvement of the preferences tab in the profile section - Updated help section

- Remember the view (type of home screen layout) I had selected - Clean up settings (combine insights with preferences, subscription with about) - Instead of transactions today, do yesterday if there are no transactions for today - Newest transactions loaded upon opening the app - Swipe financial insights for more advice (short, medium, and long-term) - Major bug fixes

Bug fix for missing transactions in deep sync

• Smart Transaction Recovery - Automatically detects and recovers missing transactions after app updates or extended breaks, ensuring your financial history stays complete • Deep Sync Recovery Tool - New manual recovery option fetches up to 90 days of transaction history with one tap, perfect for filling any gaps in your records • Walkthrough UI improvements - Change in the look of the spotlight walkthrough of the app • Walkthrough UI improvements - Changed message color in the financial assistant messenger from green to blue • Insights page bug fix - Fixed a bug that caused the insights page to not pop up