CSV import and linked transfers

Transactions

• Bring in a CSV with a short import flow that maps your columns and ends with a step to assign categories before the rows reach your register.
• Transfers and debt payments are linked pairs, so both sides stay in sync.
• Account balances update when you add or edit money movement. You cannot post a transfer between the same account, and debt payment amounts on linked pairs calculate correctly.
• Quick add fits small screens without feeling squeezed.

Budget

• When you expand or collapse groups of categories, that layout sticks the next time you open the budget.

App

• The command palette runs quick calculations and can send a question straight to the assistant.
• Rules are part of the paid plan, and free accounts see them as locked.