v1.23.0Released

AI approval cards and a new category manager

AI approval cards, a redesigned category manager, better CSV import, and more.

AI Chat

  • The AI now shows an approval card before it makes changes, so you can review what it wants to do before anything is saved.
  • You can ask the AI to analyze income scenarios and compare what-if situations.
  • When the AI adds a transaction, it matches existing merchants more accurately.
  • AI token usage is now hidden for free accounts.

CSV Import

  • Each row in the import wizard can now be mapped to a different account.
  • Transaction type (income or expense) is detected automatically from the amount sign.
  • The transaction list updates right after an import instead of staying stuck on the old data.

Transactions

  • Editing a transaction in the list is faster, especially when subcategories change.
  • Row selection performance improved and select all is back.

Categories

  • The category manager was redesigned as a drag-and-drop board. Reordering categories and subcategories is easier.
  • The category selector scrolls to the current subcategory when you open it.

Bank Linking

  • The add-account flow was redesigned to start with accounts first instead of connections first, making setup more straightforward.

Budget

  • Income, debt, and savings amount inputs now use the same currency field as subcategory budgets, so the behavior is consistent everywhere.

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AI approval cards and a new category manager (v1.23.0) - Change log | Copia