Newsletter

Update:11/17/2025 

Updates:

• UI/Codebase improvements to all major windows and popups for the program
• Memo column created in Transaction Inbox
• Categorization Source column created in Transaction Inbox
  • Column entry populates for transactions categorized using AI or Recurring Transactions
• Recurring Description
  • Now applicable to transactions in Transaction Inbox
  • Mappings can now be made from Transaction Inbox
  • Splits can now be made
• Import flow update
  • If an account is not selected on account mapping popup, those account’s transactions are updated to Uncategorized
• Program installer made
• Cognito paid user update
• Database migration schema implemented
• Report generation white space bug patched
• Manual entry filter created in reports inline editor

Bugs & Bugfixes

• Delete bug patched
• Apply Existing Mapping Bug
  • When used from the Transaction Inbox, overwrites the counter-transaction’s account name