v1.39.0Released
A rebuilt transaction filter bar
A rebuilt transaction filter bar with chips and richer rules, plus batch receipt uploads and steadier receipt-to-transaction matching.
We followed up on the upload work from earlier this month with receipt fixes, and we rebuilt how you narrow the transaction list when you need to find or clean up specific spending.
Receipts
- You can drop or choose more than one receipt photo or statement file in a single go. Copia works through the batch and saves each receipt it recognizes instead of stopping after the first file.
- Saving a receipt from the global drop zone keeps the file on the path Copia already classified, so the receipt lands in your library instead of failing silently on a second upload step.
- When Copia suggests a transaction for a receipt, merchant matching pays more attention to the words that actually match between the receipt and your bank description, and ignores noise like processor codes or domain suffixes. If two transactions look equally likely, Copia leaves the match unset rather than guessing wrong.
Transactions
- The same multi-file drop works for imports: each file still routes into the right import or receipt flow based on what Copia detects inside the file.
- Filters on the Transactions page use a chip bar on web and mobile. Tap Add filter to stack rules on description, date, amount, account, category, or subcategory, then remove individual chips or clear the whole view.
- Description filters go beyond a simple contains match, including starts with, ends with, and similar to when the bank wording is close but not identical.
- Amount filters support equals, comparisons, and ranges so you can isolate large charges or zero-amount rows without exporting to a spreadsheet.
- When you add more than one filter, you can switch between matching all of them and matching any of them, and open an advanced editor from a chip when you need nested combinations.
- Bulk restore for subscribers is labeled Reset to original in the top bar, and it only appears after you have narrowed the list so it is separate from clearing filters.
- While your bank syncs, the transaction table and lists refresh in the background without a banner that pushes the headers down.