Mobile navigation and account deletion

Most of this stretch landed on the mobile app. We also fixed a few web annoyances we kept hitting in our own accounts, including transaction filters that fought the top bar and dashboard widgets that would not stay in the order we set.

Transactions

• Photo and CSV import now match merchants to names you already have, instead of creating messy new ones from a photo. If Copia is not sure, you pick from suggested names before you import.
• Filters, Reset, and Save sit just above the transaction list. Import, Export, and Reset filtered stay in the top bar, and on the mobile app they live in the top bar menu.
• The close button on transaction details is no longer clipped in the corner.

Budget

• Opening Accounts no longer crashes the mobile app after you were looking at a budget.
• On the mobile app, budget sheet actions moved into the top bar menu so month navigation stays readable, and category spent and remaining text displays correctly.

Insights

• On the mobile app, month navigation is in the top bar, the four summary numbers sit in a two-column grid without getting cut off, and the account distribution chart draws the same money-flow diagram you see on the web.

Calendar

• On the mobile app, month navigation moved into the top bar so the calendar grid has more room.

Dashboard

• Rearranging widgets in dashboard settings now sticks, and the new order shows up right away.

Goals

• A savings goal now needs a checking or savings account (a linked bank or a manual account) so we can track progress from transfers in. If you do not have one yet, you can add it from the goal form.
• Creating and editing a goal on the mobile app uses a full form instead of a small dialog.

Accounts

• On the mobile app, Accounts shows a balance overview and a plus button to add an account or connect a bank. Add and edit use a full form with institution search.

Receipts

• On the mobile app, the camera and photos permission prompts now say we need them to photograph receipts or attach an existing photo.

Settings

• You can permanently delete your Copia account from Profile on the web and on the mobile app. You type a confirmation phrase first. That cancels your subscription and disconnects your banks.

Improvements

• Tapping a page in the mobile sidebar opens it right away. The menu is a grouped list with who is signed in at the bottom, and pages like Calendar and Insights keep the bottom tabs visible.