Drop files anywhere to import

We have been heads-down on imports and a broad visual pass since the merchant logo update in September. Here is what landed in the app this week.

Transactions

• You can drop a CSV, spreadsheet export, or statement file anywhere in Copia and we route it into the right import flow based on what is in the file, not just the file name.
• Upload also lives in the header and sidebar when you would rather pick a file from a menu.
• Imports remember which file they came from, and CSV column matching is more forgiving when headers do not line up exactly with what we expect.
• The import wizard skips the mode picker when we already know what kind of file you uploaded, and the categorize step lists every row instead of hiding some off-screen.
• When you select multiple transactions, bulk actions sit in a floating bar at the bottom of the list so you are not hunting through menus.
• Reset on a transaction is a paid-plan action. If you are on the free plan, those reset options no longer show in web or the mobile app.

Accounts

• The accounts page layout is easier to scan, with connect-your-bank choices grouped into the connect control instead of a separate step.
• The account distribution Sankey on the dashboard fills its card, keeps small slices visible, and stops jumping around when labels resize.

Insights

• Top merchants on Insights line up in columns so names and amounts are easier to compare.

Bank linking

• If you remove a bank connection but still want historical transactions from that link to sync, Copia can keep syncing those rows instead of stopping cold when the connection is soft-deleted.

Improvements

• Quick-add sheets for a single transaction or bulk entry can stay open in the URL, so a refresh or shared link brings you back to the same add flow.
• Category and account pickers work inside dialogs, including mouse wheel scrolling in long lists.
• Dark mode cards have a real surface color instead of relying on shadow alone.
• Income, spending, and net figures use consistent colors by direction, and destructive confirmations match the rest of the theme.
• The command palette scrolls again when the list is longer than the screen.