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.

See every release

The Insights Budget tab (v1.50.0) - Change log | Copia