Rebuilt rules and a bottom bar on phones

We rebuilt rules from the ground up because we could never tell what ours had actually done. We also spent a lot of time using Copia on our phones, and fixed what got in the way.

Rules

• A rule now reads like a sentence: when a transaction matches these filters, set this category or add or remove these tags. The filters are the same ones you use on Transactions.
• You create and edit rules in one dialog, with a live preview of the transactions a rule will match.
• Each rule in Settings shows how many transactions it changed, and you can turn a rule on or off or drag it to change the order rules run in.
• Transactions show which rule changed them and what it changed, and you can filter Transactions by rule.
• If you change a category or tag that a rule set, Copia keeps your change and the rule leaves that transaction alone. Choose Let it apply again to undo that.
• When you edit a rule, you can update existing transactions to match. Transactions that no longer match go back to how they were before that rule changed them.
• Your existing rules carry over. Email notification rules are gone, so any rule that used one, or that we could not fully convert, shows Needs review and stays paused until you open it and save it.

Copia on your phone

• A bottom bar gives you Home, Transactions, Budget, Insights, and More, and pages now run to the edges of the screen.
• The budget list is easier to read. Each row leads with what is left, with what you spent and budgeted under it, and red only shows up when a category is over.
• Tap a budget row to see its history and this month's transactions, and tap Edit when you want to change amounts or add categories.
• The month total stays pinned at the bottom of the budget, and category headings stay in view as you scroll.
• Transactions, Recurring, Receipts, Calendar, and Accounts all open details in the same bottom sheet.
• Dashboard widgets stack at their natural height, and scrolling over one no longer gets stuck inside it.
• Dialogs fit the screen and scroll, so the Add button in Add transaction stays within reach.

Categories and tags

• Categories and Tags in Settings have a cleaner layout. You can add and rename right in the list, and search to narrow things down.
• You can move a subcategory from its row menu, so you no longer have to drag it.
• Tags show how many transactions use each one, and deleting a tag tells you how many will lose it.
• Categories and tags show which rules use them, with a link straight to each rule.
• Deleting a category or tag now updates the rules that use it. If you move transactions to another category, rules follow them, and a rule that can no longer work is turned off. The delete dialog shows you this first.
• The delete dialog for categories waits until it has checked your transactions, so it no longer says a category is safe to delete before it knows.

Improvements

• The transaction map works again. It had been showing an error instead of a map.
• Every editable field now looks like a field, so forms are easier to scan, and the merchant and institution pickers work like the account and category pickers.
• Clicking a budget amount selects the whole number, so you can type over it.
• If your device is set to reduce motion, Copia now respects that across the app, including charts, numbers, and screen transitions.

Website

• We redesigned the homepage around why we built Copia, with a product tour, a cost comparison, and our latest updates.
• The rest of the site now uses the same look as the app, and the YNAB and EveryDollar comparison pages include yearly prices.