Simpler getting started and redesigned imports

We spent this round taking steps out of the things you do most: getting started, bringing in a file, and fixing a category. The iPhone app also caught up with a lot of what the web has.

Getting started

• Setup now starts with one choice: connect a bank, import a CSV, or start by hand. You only see pricing if you pick the bank path.
• If you connect a bank, your budget builds itself once the first sync finishes.
• The overlays that blocked the dashboard, budget, calendar, and transactions are gone. A small strip on the dashboard shows your next steps, and you can dismiss it.
• Each setup step is now one centered screen on desktop.

Uploads and imports

• Every way of adding a file now leads to one tray. Drop in as many as you like, and Copia sorts them out.
• Receipts save on their own. Statements wait in the tray until you are ready to review them.
• Import is down to two steps, Set up and Review, and Set up is skipped when Copia has nothing to ask.
• Review flags transactions you already have, so you can skip them or keep both.
• After an import, you land on the new transactions with an Undo button.
• Copia now reads what is inside a file to work out what it is, not just the file name.

Transactions

• Changing a category saves right away. A message then offers Undo, shows how many similar transactions are in other categories, and lets you move them all or create a rule.
• Transaction details now show where each one came from, such as your bank, a file you imported, or a receipt.
• You can start a rule from your current filters with one click.
• Date filters now include rolling options that stay current, so a saved filter always shows the latest period.

Rules

• Copia now spots rules that compete with each other, and you can fix most of them in one click.
• When you change a category, Copia offers to update an existing rule instead of creating a second one.
• The order of your list now decides which rule wins, every time.
• Run all no longer reports changes when nothing moved.
• We fixed reordering rules, which was failing.

Budget

• The budget overview fits narrow screens better, and its issues now open from a single count.
• Each issue links straight to its fix, and links now open the right month.
• Cover sets a category's budget to what you spent, rounded up to a whole dollar, and you can undo it.
• We fixed a crash on the Budget page at phone width.
• The buttons in the budget category panel no longer run past the edge on phones.
• A new subcategory created on the web is now budgeted once instead of twice.

Quick add

• The + menu can now create goals, categories, tags, and rules, and it shows keyboard shortcuts.

Mobile app

• Budget is rebuilt to match the web, with income and spending at a glance and full category details.
• You can now import a CSV from the app, not just photos. On the free plan, only photo import is locked.
• A + on every tab opens Quick add, and you can add a transaction from there.

Improvements

• Page headers on phones now all work the same way, and search, Quick add, and Mina no longer disappear on narrow screens.
• Day headings in Latest transactions stay in view as you scroll on phones.
• Editable fields and row buttons no longer depend on hovering, so they work on phones and tablets.
• Payoff minimum payments now look like fields you can edit.
• Sign-in screens and Copia emails now match the rest of the app.