The Big Spring Release!

🚀 New Features

New “Overview” Page

We’ve created an entirely new “Overview” page that brings all the important information together in one place. Now you can:

• Monitor how your bank accounts sync automatically at startup
• Categorize transactions with a single click or swipe (super easy!)
• Instantly see where you’ve exceeded your budget or missed your goals
• Get detailed statistics on income, expenses, available funds, investments, and liabilities
• Track your savings rate in real time

CSV File Import

You can now download a statement from your bank (or your financial system) and import all transactions at once. Save yourself the time of manual entry!

Smart Grouping of Assets and Liabilities

Organize your assets into groups like “Available Funds”, “Investments” and “Other Assets”. Liabilities are divided into “Credit Cards”, “Loans & Mortgages” and “Other Liabilities”. Of course, you can always customize these categories to fit your needs.

New Goal – Credit Card Repayment

We’ve added a special feature for tracking credit card repayments, so you’re always prepared with the necessary funds.

Multiple Budgets

Big news! You’re no longer limited to just one budget. Want to experiment with a new structure? Manage your small business finances? Or simply make a copy of your current budget? Now you can create an unlimited number of separate budgets.

Updated Transaction Dialog

The transaction dialog has a completely new design and improved functionality. Splitting transactions, changing currency, and other flexible operations are now much more intuitive.

🔧 Improvements

• Bulk categorization: select multiple transactions and categorize them at once
• In the “Expenses” chart, you can now see a breakdown of individual accounts within a group
• In the “Income” chart, you can now see a breakdown by payees
• Support for associating an IBAN with an account – for automatic categorization of transfers between your accounts
• Simplified column sorting in the desktop version – now with just two positions
• Synchronization of language settings across devices
• Support for expenses from non-current assets and liabilities
• Intelligent account display – you only see those that aren’t empty
• Introduced the concept of “tracking accounts” (formerly known as “budget categories”) for frozen assets and liability repayments
• Refreshed visual design