Changelog

🐞 Fixed Issues

  • Fixed date headers: On the mobile transactions page, the date headers were not displayed correctly after the first page

πŸš€ New Features

Tags Support

You can now add tags to your transactions! They let you create custom cross-category groupings, making it easy to track the information you care about. You can attach any number of tags to a transaction. Of course, you can also add, remove, or edit the default tags. For each tag, you can choose the label, color, and emoji.

Here are a few ideas to get you started:

  • Cross-category grouping: Group transactions across categories under a single logical label. For example, you can tag all β€œTravel” expenses as ✈️ trip-italy-2025, even if some fall under Food, Transport, or Lodging.
    This way, you can see the total trip cost while still tracking individual expense categories.

  • Tracking specific events or projects: Tagging weddings, birthdays, home renovations, or holidays helps you quickly answer questions like β€œHow much did X really cost?”

  • Tax-deductible expenses: Use tags like πŸ“‘ deductible or 🧾 work-expense for easy filtering during tax season.

  • Recurring vs one-time: Tags like πŸ”„ recurring and ✨ one-off help distinguish fixed vs flexible expenses.

  • Emotional/behavioral tracking: Tag purchases with moods (πŸ˜… impulse, 😍 treat, 🧘 self-care) to reveal spending patterns tied to emotions. Or try to track and reduce the number of πŸ›‘ bad-habit transactions.

  • Shared costs / reimbursements: Tags like πŸ‘― shared or πŸ’° to-reimburse make it much easier to track group trips and settle up later.

Balance Reconciliation

It’s now easier than ever to check your in-app balance against your bank balance! You can also record any difference as a transaction with a single click.

This makes sure the app and your bank are in sync and helps you spot any discrepancies quickly. After reconciliation, transactions are marked with a green checkmark to show they’re properly accounted for.

Another use case is tracking interest-bearing accounts. Once a month, you can compare the current balance against the in-app balance and quickly record the difference as income.

Import from YNAB

You can now import your data from You Need a Budget (YNAB)! Just download your existing budget from the YNAB web app, then import all accounts, transactions, and flags (converted into more flexible tags!) when creating a new Budgetist budget.

πŸ”§ Improvements

  • More compact UI: Reduced unnecessary white space so you can see more information at once.
  • Updated transaction UI on mobile: Transactions are now grouped by date and display an icon showing the direction of fund movement.
  • Fuzzy Search: Our search now ignores small typos when looking up payees or categories - and it shows you exactly what was matched.
  • Updated Setup Wizard: We’ve cleaned up the setup screen to make it simpler and easier to use.

🐞 Fixed Issues

  • Fixed hledger export: This export option has been adjusted so it no longer crashes the ledger tool.
  • Fixed initial balance calculation for some banks: When linking accounts for the first time, some banks were exposing an extra value for the initial balance. We now use the correct one.
  • Fixed adding liability accounts: An issue with creating new liability accounts has been resolved.

πŸš€ New Features

  • Import from 1Money: import your information from the 1Money app!

πŸ”§ Improvements

  • More compact buttons in the Overview screen: see more information about income/expenses and net worth in one place
  • Automatic exchange rate when adding a new currency: we now fetch the current value of the selected currency when adding a new one
  • More intuitive linked accounts: when adding new linked accounts, the new category expands automatically so you can more easily select or create a local account

🐞 Fixed Issues

  • More intuitive transaction filtering: when a tracking account is selected, we now properly show only the relevant transactions

πŸš€ New Features

  • Official Android version! You can now install Budgetist directly from Google Play Store - click here
  • Maximum privacy! Create local budgets that stay only on your device - no servers, no synchronization, just your personal control! πŸ”’
  • New type of bank synchronization! Test our experimental support for automatic synchronization with banks in the USA πŸ‡ΊπŸ‡Έ and Canada πŸ‡¨πŸ‡¦ through SimpleFIN - your finances always up to date!
  • Easy backup import! Create and load complete local backup copies of your budget!
  • Control your expenses even easier! Now you can set and track limits on your credit cards and avoid unpleasant surprises πŸ’³

πŸ”§ Improvements

  • Cleaner experience! Hide quick categorization hints when you’re already an expert 😎
  • Powerful bulk categorization! Select multiple transactions and categorize them at once - even already categorized ones! Save time like a professional 🎯
  • Instant bank finding! Search in the bank list and find exactly what you need πŸ”
  • Complete flexibility! Change your account types whenever you want πŸ”„
  • Multilingual welcome! Choose your preferred language right from the entry page 🌐

🐞 Fixed Issues

  • fixed issue with incomplete logout when signing out of account
  • ability to save 0-value transactions
  • fixed issues with currency exchange rate calculations

πŸš€ New Features

  • Create order in your account with the new account & group reordering support:

πŸ”§ Improvements

  • improved CSV parsing - now handling more bank statements automatically
  • made the memo field easily clearable
  • taught the app to use the website’s preferred language
  • improved signup/login flow to make it more intuitive
  • added a link to the privacy policy
  • pressing Enter when editing a target now accepts the new value (instead of closing the dialog)

🐞 Fixed Issues

  • fixed hledger export
  • fixed issues with first time budget creation
  • fixed monthly stats calculation on the Overview page