v1.50.0Released
The Insights Budget tab
Insights has a new Budget tab, the transaction right-click menu can filter and start rules, and date ranges now follow your own calendar day.
Also released that day: v1.51.0
We wanted to see how we were doing against our budget over months instead of one month at a time, so Insights now has a Budget tab. We also made filtering transactions faster and fixed date ranges that were a day off in the evening.
Insights
- The new Budget tab shows what you spent against what you budgeted, month by month, on the web and in the iPhone app.
- You can look at the last 6 months, the last 12 months, or this year, and pick a category to see it in the chart.
- Each category shows how many months it stayed on budget, and a month's numbers match the Budget page.
- Privacy mode now blurs the change badges, merchant visit and average details, and category names you created.
- Change badges on Insights no longer turn red when a number falls, because we save red for actual problems.
Transactions
- Right-click a transaction on the web to add its details to your filters, exclude them, or start a rule from it.
- The menu on a filter chip now has Apply only this filter, which clears your other filters in one step.
- The bottom of the transaction list now shows the dates your list covers next to the count, such as 25 transactions · Oct 3 – Nov 5.
Improvements
- Date range presets now use your own calendar day. In US evenings, Today could show tomorrow's date and charts could look at the wrong day, and both are fixed.