Referrals and credit card balances

We wanted a way to share Copia with friends, and a dashboard that shows what we still owe on our cards. We also fixed transaction filters, import, and a calendar header that showed the wrong month.

Referrals

• You can copy a share link from Referrals in Billing, and from Referrals in the sidebar. Web and the mobile app both got this.
• When a friend pays for Copia, you get one free month on your plan after their second paid invoice, or after their first if they choose yearly. Billing shows how many referrals are waiting, qualified, or already credited.

Dashboard

• A Credit card balances widget shows the total you owe and each card's balance. You can hide or rearrange it on the web, and the mobile app has the same section.

Transactions

• Date filters like This month now include the first of the month. Copying a transaction keeps the original date instead of shifting it back a day.
• Opening a row no longer drops the filters you had on. Choosing a category and a subcategory together (Food and Coffee) now shows only that subcategory.
• The filtered Total matches the rows you can see, and Reset filtered now covers every matching transaction, not just the first page.
• CSV import honors the Type column, so a spend row stays an expense even when the amount has a dollar sign. Unrecognized category names are flagged with closest-match suggestions, and those dropdowns open under the field instead of covering the header.
• Merchant suggestions put exact matches and Create first, and confirmed names now save instead of blocking the import.
• If you are not subscribed, photo import stays on the wizard with an explanation instead of sending you to Settings.

Budget

• When you delete a category or subcategory that still has transactions, you can move those transactions to another subcategory, use Copia defaults, or auto-categorize them. Auto-categorize needs an active subscription.
• Creating a subcategory that matches a name you already used, including one you deleted, now works, and it shows up on the category board right away.

Calendar

• The month title now matches the month you are looking at, instead of the previous month when leftover days from last month were on the grid.

Accounts

• Manual accounts no longer show an available balance in connection lists. Linked bank accounts still show available and current.

Receipts

• Searching for a transaction to link to a receipt now finds matches across more of your history, not just recent rows. Web and the mobile app both got this.

Settings

• Subscription and referrals live together under Billing.
• What's new in Settings shows this change log in the app, on web and the mobile app.

Website

• Public support copy now uses admin@copiacash.com.
• The homepage carousel uses real screenshots of import and Insights.