Redesigned transaction details and dashboard widgets

We spent this round on the screens we open every day: the dashboard, transaction details, and receipts. We also went through the app with blur turned on and fixed everything that still gave away who we were.

Dashboard

• Account distribution, account balance, and merchant spend are now separate widgets. You can show them side by side, hide them, reorder them, resize them, and give each its own date range.
• Your phone and your desktop now keep their own dashboard layout, so rearranging one no longer changes the other.
• Merchant spend is redesigned as a map of tiles grouped by category, with logos and a breakdown when you hover. When the widget is small, it switches to a ranked list. Transfers and card payments no longer count as spending here.
• Account balance now shows net worth, assets, and liabilities, with a daily chart and a small trend line for each account.

Transactions

• Transaction details have a new layout. The merchant, date, account, and amount sit at the top, followed by category and tags, then rules, the receipt, how the amount is split across your budget, and notes.
• Recurring details use the same layout.
• Tags now show on transaction rows, and a totals bar shows money in, money out, and net.
• A link to a transaction now opens it even if it is far back in your history.
• Filters now list all of your categories, tags, accounts, and merchants, including ones no transaction uses yet. Subcategories that only appear in a receipt split now show up too, with accurate counts.
• Filter pickers show merchant logos, color dots, account numbers, and tag colors, so it is easier to spot the right one.

Receipts

• Receipt images and PDFs open in a full-screen viewer.
• You can unlink a receipt from either the receipt or the transaction. Copia asks you to confirm, and tells you plainly when that also removes a transaction the receipt created.
• Deleting a receipt no longer causes an error while the panel closes.
• We fixed a stray question mark symbol that showed up on receipt cards.

Blur sensitive data

• Blur now covers account and bank names, custom category names, tags, profile names, receipt file names and totals, budget amounts, maps, rules, filter values, and search results.
• Merchant and bank logos are hidden while blur is on, since a logo is easy to recognize through a blur.
• Large numbers get a stronger blur, so a big total can no longer be read through it.

Calendar

• The calendar now fits the page without a small extra scroll.
• On phones, each day shows the date and short amounts like $81 or $5.9K, and rows stay the same height.