v1.45.0Released

A calmer new look and receipt splits

Copia has a calmer new look, receipts now split a purchase across categories in your budget, and the web app gets a faster command palette, keyboard shortcuts, and a detail view for each account.

This is a big one. We redid how Copia looks, and receipts finally do what we always wanted them to do: tell your budget where the money actually went.

A new look

  • Copia uses a softer, neutral palette in both light and dark mode on the web and in the mobile app. Spending shows in plain ink and money coming in shows in green, so red only appears when something needs your attention.
  • Pages share one layout, so titles, actions, and spacing sit in the same place wherever you go.
  • Transactions, Receipts, Recurring, and Calendar open details in a side panel, and the link in your address bar opens straight to that item.
  • The budget total stays pinned at the bottom while you scroll through categories, and you can edit amounts right in the budget.
  • Each account keeps the same color everywhere it shows up, including the credit card widget and Payoff.

Receipts

  • When a receipt is linked to a transaction, its items split that purchase across categories. A grocery run with household supplies counts toward both in your budget, insights, and category history.
  • Split transactions show how many categories they cover in the list, and the detail view shows each category's share.
  • If a receipt has no matching bank transaction, you can create one from the receipt. Copia picks the card from the receipt when it can. When your bank posts the charge, the two merge into one transaction and keep your notes, tags, and category changes.
  • A pending receipt tells you why it is not linked yet.

Finding things faster

  • Press ⌘K (Ctrl+K on Windows) to search pages, accounts, transactions, and receipts in one place. Recent pages show first, and you can search transactions by merchant, notes, category, account, or an amount like 81.01 or > 100.
  • Keyboard shortcuts on the web: press G then a letter to jump to a page (G then T for Transactions, G then B for Budget), N for a new transaction, U to upload a file, and ? to see the full list. Hover a page in the sidebar to see its shortcut.
  • Receipts and Recurring use the same filter bar as Transactions, so you can narrow by merchant, date, amount, and status.

Accounts

  • Click an account to see its balance over time, money in and out, top merchants, and recent transactions.
  • The sidebar lists your most active accounts with a small balance chart. Insights, Goals, Payoff, Recurring, and Receipts moved under More.

Dashboard

  • Latest transactions shows the last 30 days, grouped by day with each day's total.
  • Upcoming recurring starts with your monthly total and groups charges into late, the next 14 days, and later.

Improvements

  • Adding a transaction puts your cursor in the first field, the pickers respond to the arrow keys and Enter, and the date picker no longer jumps to tomorrow when you add something in the evening.
  • Transfers to an account you have not added yet use a Not in Copia yet option in the account picker.
  • Insights tables line up with each other, and tapping a category name expands its row.
  • Signing in on the mobile app asks for your verification code when your account uses two-step verification.

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A calmer new look and receipt splits (v1.45.0) - Change log | Copia