v1.25.1Released

Bank re-links keep your history

Bank re-links keep your history, budget actions move to the top bar, and clearer sync and rule options on transactions.

We focused on bank linking, budget navigation, and a few transaction quality-of-life fixes this week.

Bank linking

  • Reconnecting a bank account keeps your past transactions instead of starting from scratch

Budget

  • Copy budget sheet and related actions moved to the top bar, with an overflow menu when space is tight on smaller screens
  • The subcategory sidebar scrolls as one list so the chart and transactions stay together
  • The parent category picker no longer hides behind other controls when you change a category

Transactions

  • When you create a rule from a transaction, you can turn on Apply to all matching transactions now to categorize past matches right away
  • A syncing banner appears on the transactions page while Copia pulls new activity from your bank

Accounts

  • Edited account balances display rounded amounts correctly instead of long decimal strings

See every release

Bank re-links keep your history (v1.25.1) - Change log | Copia