v1.31.0Released

Transaction actions in the top bar

Transaction filters and actions moved into the top bar, photo imports suggest categories for you, and the Insights tables got a monthly average and readable column names.

Most of this stretch went into the Transactions page and the Insights tables. We kept bumping into the same two annoyances in our own accounts, actions hidden behind a menu and column headers we could not tell apart.

Transactions

  • Filters now live in the top bar instead of the page body, the same way the budget page works, so your transaction list starts higher on the screen.
  • Import transactions, Export transactions, and Reset filtered transactions are buttons you can see and click instead of items buried in an ellipsis menu. On narrow screens and in the mobile app they fold into the top bar menu.
  • Importing from a photo of a receipt now suggests a subcategory for each row it reads, using the same matching we already use for receipt line items. Suggestions are filled in when you reach the categorize step, and you can change any of them before you import.

Insights

  • The net income tables have a new Avg column showing the monthly average across the months you are currently viewing.
  • The two columns that were both labeled Diff are now labeled vs last month and vs last year, so you can tell which comparison you are reading. Web and the mobile app both got this.

Website

  • The screenshots and onboarding videos on our marketing site were recorded again at full resolution, with a visible cursor so you can follow what is being clicked.

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Transaction actions in the top bar (v1.31.0) - Change log | Copia