A new Insights page

We shipped a lot this week. The new Insights page is the biggest piece, but there are also quality-of-life improvements across transactions, the calendar, the chatbot, and the mobile app.

Insights

• New Insights page with net income KPIs, an income versus expenses chart, and an account distribution tab that uses the Sankey diagram at full page scale

Budget

• Subcategory history now shows a budget snapshot so you can see how the month is tracking without leaving the flyout
• Debt accounts are now included in budget data as we build toward debt tracking

Transactions

• Right-click or long-press a transaction to copy it
• When you change a transaction's subcategory, Copia asks if you want to apply it to this transaction only, update similar ones, or create a rule for future transactions
• Notes you add to manual transactions are no longer lost when you save
• Fixed the filter operators in the transaction table

Bank connections

• Searching for your bank when connecting manually now uses Plaid's institution database, so more banks show up with the correct name and logo
• Syncing after you connect a bank account now runs in the background, so the connection screen finishes faster

Calendar

• Right-click any date on the calendar to add a transaction directly
• Fixed the date that prefills when you add several transactions in a row

Chatbot

• Pie charts in chatbot responses no longer double up when you expand them
• Charts are laid out more cleanly and the chatbot keeps track of which month you are talking about
• You can now ask the chatbot to add a transaction for you

Signing in

• You can reset your password or change it from inside the app on web and on mobile
• Fixed a redirect that could leave you on an empty sign-in page

Mobile app

• Phase 1 of our native mobile improvements heading toward a store launch
• The sidebar menu opens and closes faster with less lag
• The budget page has month navigation in the header and scrollable totals
• Better alignment and chart sizing in the native budget and subcategory history views

Website

• Updated the compare page and feature pages with current Copia capabilities
• Rewrote the one history feature page with clearer copy
• Updated marketing screenshots with current demo data
• Added a Copia logo variant for dark backgrounds