logo Budgetist

0.9.0 - Tags, Reconciliation & YNAB Import

Reading time: ~2min

🚀 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 “Travel” 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 “How much did X really cost?”

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

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

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

  • Shared costs / reimbursements: Tags like 👯 shared or 💰 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.

🔧 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.
← Back to Changelog