Changelog

Automatic account balance checks

• Connected accounts check their latest bank balance against posted activity automatically. Matching accounts need no reconciliation action.
• Review balance differences when they appear, or enter a statement balance for accounts that need a manual check.
• Browse checked accounts whenever you want, and seal the month when you are ready.

Guided setup

• Follow setup from your first account through transactions, categories, recurring payments, and savings. Resume where you left off or skip a step until later.

Recurring calendar

• See upcoming recurring payments and income on a calendar. Pause, archive, or resume tracking while keeping past activity. These controls do not cancel payments with your bank or provider.

Savings funding targets

• Set weekly, monthly, or yearly targets for a savings goal. Choose to refill a balance or set aside new savings, and preview how a contribution affects the amount still needed.

Credit-card statement details

• See available statement balances, due dates, and minimum payments. When enough recent activity is available, see an estimate of the statement balance remaining after posted payments.

Correct transfer labels

• Convert a transfer or card payment back to ordinary transactions when it was classified incorrectly, while keeping its amounts and account balances.

Smoother transaction filters on phones

• Scroll through Filters & Sort without competing scroll areas. Search your accounts, categories, and tags, or expand each list to see every choice.

Consistent money amounts

• Money coming in is green, including refunds and reimbursements. Money going out uses parentheses and the normal text color across Dashboard, transactions, recurring payments, and savings activity.
• See the same amount convention in cash-flow forecasts and Review, with warning colors reserved for amounts that need attention.

Join your household

• Accept a household invitation immediately after signing in, even when you do not have a budget yet.
• Return directly to your shared budget after accepting an invitation or signing in again.

Loan balances

• Connected loans use the latest balance reported by your lender, so payments, taxes, and insurance activity cannot distort the amount owed.
• For manual loans, update the balance and date from your statement in account settings. Transaction activity leaves that balance unchanged.

Clearer net-worth trends

• Accounts now shows one net-worth trend with a scale suited to its balances and dollar change over the available history.
• When earlier loan balances are unavailable, keep seeing your other accounts as a clearly labeled partial total. Your current net worth still includes every account.
• Hover on the web or touch the iOS chart for exact dates and balances. A single recorded balance appears as a point.
• On iOS, the chart transitions smoothly when you switch date ranges.

Bank syncing after subscribing

• When you subscribe after your trial or paid access ends, connected banks start catching up automatically with the latest available updates.

Official launch

• Budgeteer Pro brings household budgets, bank syncing, and everyday money management together.

Bank syncing

• Connect supported U.S. bank accounts, sync transactions automatically, and review suggested categories in one place.

Budgeteer Pro for iPhone

• The iPhone app has been submitted for App Store review. Public availability is coming after approval and release.
• Manage your accounts, transactions, budgets, savings, and debt from your iPhone.

Monthly close

• Review completed months, resolve outstanding items, and close your books. Reopen a month when something needs attention.

Transaction splits

• Split one transaction across multiple categories while keeping the total accurate.

Budget rollovers

• Choose which category budgets carry unused amounts or overspending into the next month.

Notifications

• Keep budget, bill, bank-sync, and household updates together in your notification inbox, with preferences and quiet hours.

Monthly budgets

• Budgets carry into each new month automatically. Amounts you set by hand stay yours; suggestions focus on changing spending patterns.

Dashboard

• See clearer “Budget remaining” wording and a consistent view of assets, debts, and net worth.

Budget proposals

• Review and approve suggested budgets directly from the dashboard.

Budget proposals

• Review proposed budgets with faster responses when selecting categories.

Membership

• Compare household Premium plans and understand trial status, billing periods, and paused bank syncing. Choose a plan or continue using the free features.

Website and guides

• Explore the app with screenshots, worked examples, and guides for budgeting, recurring bills, cash flow, savings, debt, and monthly close.
• Compare Free and Premium pricing and the 14-day no-card bank-sync trial before signing up.

Cash Flow

• Switch history ranges with familiar filter buttons in a floating bottom bar, within easy reach as you scroll.

iPhone navigation

• Switching between Accounts and Transactions stays responsive through longer sessions. The Rules screen keeps its Back button available.

Offline data

• Saved data stays with the correct household, and older saved results no longer replace newer empty views.

Amounts and accessibility

• Enter savings amounts using your region’s decimal separator. Category choices and edit panels work better with VoiceOver and Reduce Motion.

Budget confirmations and charts

• Budget confirmations use a consistent appearance with one dismissal action. Dashboard date labels no longer overlap near month-end.

Mobile web

• Scroll pages more reliably on iPhone, use recurring-transaction controls more easily, and avoid wide cards or long labels pushing content off screen.
• Website pages open at the top instead of scrolling upward from your previous position.

Monthly close

• Only completed months are offered for closing, and bank-sync changes to a closed month are flagged for review.

Changelog

• The public changelog and shipped-release totals now exclude unreleased updates.

Debt Beta

• Track payoff progress, linked liabilities, payment plans, and payoff projections.
• Create and edit debts without leaving the Debt dashboard.

Savings Goals Beta

• Plan savings with target dates, monthly contribution goals, and progress.
• Create and edit savings goals without leaving the Savings Goals dashboard.

Category Groups

• Organize income, spending, transfers, and business categories into clearer groups.
• Start with a useful category structure, then create or move your own categories where they belong.

Categories

• Browse and choose categories by group while keeping transactions, budgets, rules, reports, and bank suggestions connected to the right category.

Household sharing

• "Team" is now "Household" across web and iOS, with clearer language for sharing a budget with a partner or family member.

iOS Settings

• Find Household, Banks & Connections, Support, About, and Diagnostics more easily.
• See "Manage banks and connections" and "Manage Account" where you expect them.

iOS navigation

• Use the easier-to-reach Add button in Accounts and Transactions, with cleaner scrolling and navigation.

iOS support

• Send support details from Settings when you need help troubleshooting the app.

iOS Transactions

• Fixed long category names being cut off too early.

Cash Flow

• See income, spending, and net income together in the new Cash Flow dashboard.
• Compare the last 4 weeks, 3 months, 12 months, month to date, year to date, or the same period last year.
• Explore spending by category, then open that category's transaction history.

Cash Flow

• Switch between date ranges with less waiting and fewer loading flashes.

Category history

• Fixed tagged transactions not appearing consistently in category history.

Transaction tags

• Create color-coded tags to group transactions across accounts and categories.
• Add tags while creating or editing transactions, transfers, and credit-card payments.
• Filter, search, and export transactions by tag, then manage tags from Profile settings.

Account security

• Strengthened protection around account-move tools so only authorized household admins can use them within their own budget.

Navigation

• Move between core pages with fewer full-page loading states.
• Keep the view you were using visible while fresh information loads, including when changing months or returning to a page.

Admin

• Switch between Admin tabs with less flicker and without losing the panel you had already opened.

Navigation

• Fixed some page and month switches that could show an unnecessary full-page loader.

Category details

• Open and edit a category transaction in a side panel without leaving Categories.
• Edit standard transactions, transfers, and payments from that same flow.

Transactions

• Fixed edited rows not refreshing immediately when search or filters were active.
• Fixed transfers, payments, and category changes sometimes needing a page refresh before both related entries updated.

Data export

• Account exports now include the account reference and opening-balance date, making exported records easier to understand and reconcile.

Account balances

• Fixed negative account and transaction amounts displaying as positive.
• Fixed rare near-zero values appearing as -$0.00.

Household access

• Fixed an edge case where an invited household member could be sent to a personal budget even though they still had access to the shared one.
• Made household role and invitation changes more reliable while access updates are syncing.

Shared households

• Share one budget workspace, invite members from Profile, and choose Admin or Member access.
• Accept an invitation and land directly in the shared household budget.

Analytics and accounts

• See spending pace, biggest movers, cash-flow, payoff trends, and richer account charts.

Access and appearance

• Fixed edge cases around switching or recovering a household workspace after membership changes.
• Improved readability of key light and dark screens, and reduced chart motion when Reduce Motion is enabled.

Account details

• Open a transaction from an account's activity list and edit it without leaving the account panel.
• Change a transaction category inline from the account activity list.

Sidebar

• Find Profile, Support, Sign Out, and the theme switcher together in the sidebar account menu on desktop and mobile.

Account details

• Fixed inline category changes accidentally opening the transaction editor.
• Smoothed the transition between account activity and transaction editing.

Account details

• Open and edit a transaction directly from an account detail panel, with the right editor for transfers and payments.
• Return from editing to the account's activity list without losing context.

Linked accounts

• Fixed account links in transaction details so they open the right account directly, including on mobile.

Mobile website navigation

• Fixed the mobile website header so the theme switcher stays visible, easy to tap, and separate from the scrolling navigation links.

Website and product tour

• Refreshed the Budgeteer Pro website, product tour, changelog, contact, privacy, and terms pages.
• Switch between light and dark appearance from the website navigation.
• Go straight to your dashboard from the website when you are already signed in.

Appearance

• Improved light-mode contrast, labels, and controls across the website and Admin screens.

Categories

• Give categories their own colors and icons, and see them carried through transaction summaries, dashboards, and analytics.

Transactions

• Search for an account while adding a transaction, editing a transfer, or choosing an account in a form.

Analytics

• Analytics now focuses on categories with activity or a budget in the month you selected.

Transactions

• Fixed deleted transfers and transactions lingering in the list until the page refreshed.

Transactions

• Add a transaction or account in a consistent side panel that keeps your place in the app.
• Keep transaction form progress while browsing your transaction list.

Changelog

• Added the public changelog so you can see what has shipped and which fixes to look for.

Mobile

• Made transaction lists easier to scan and use on smaller screens, with improved spacing, truncation, and tap targets.

Profile and data

• Upload a profile picture, update your name and email, manage sign-in methods, and export your budget data from Profile.
• Start account deletion from the app, with a 30-day grace period and a way to cancel it.

Imports

• See CSV import problems in the app with clearer validation details, partial-import results, and a direct way to try another file.

Performance

• Made the app's first load and common workflows faster by loading less up front and improving data requests.

CSV imports

• Recognize more common spreadsheet column names automatically, including openingBalance, creditLimit, and transactionDate.

Imports and transfers

• Fixed import errors only appearing in the browser console instead of the app.
• Fixed failed imports not appearing in import history or leaving you without an easy way to upload another file.
• Fixed transfer account selection and date-picker inconsistencies.

Budgeteer Pro

• Get started with account management, transaction tracking, budgets, categories, CSV imports, analytics, and secure sign-in.