v1.58.0Released

Merge duplicate bank charges in Catch-up

When your bank sends the same purchase twice, Catch-up can now merge the two so it counts once. On phones, filters from a link or Mina fold into one line so the list stays on screen.

Also released that day: v1.60.0, v1.59.0

Catch-up

  • When your bank sends the same charge twice, Catch-up offers Merge so the purchase counts once in your lists, totals, and budgets. Undo brings the hidden charge back.
  • A merged charge stays hidden after your bank syncs again.

The Catch-up card on the dashboard with two matching $11.98 Dunkin' charges under Needs a look, and Merge and Keep both buttons

Transactions

  • On phones, filters you arrive with from a link or from Mina fold into one line, like "3 filters · Date, Description, Amount", so the list stays on screen. Tap the line to open them, or the arrow to fold them back. Receipts and Recurring work the same way.
  • Resetting transactions to their bank data works again, whether you pick specific transactions or reset everything matching a filter.
  • Date range calendars leave space between the two months, so tapping the last day of one month no longer picks a day in the next.

Transactions on a phone with three filters folded into one line reading 3 filters, Date, Description, Amount, above a list of Starbucks purchases

Importing

  • Importing a CSV or bank file no longer stops at the merchant step when you don't have a subscription. Merchants Copia already knows are matched as before, and you pick the rest in review.

Accounts and debt

  • Recording a credit card payment by hand now lowers the card's balance, and your balance history and debt budgets count it as a payment instead of new spending.
  • Editing a linked account's name or debt terms no longer stops it from syncing.
  • Accounts your bank sends without account digits now sync, and renaming a bank keeps its accounts matched to it.

Mina

  • Mina asks which category you mean before offering to add, change, or remove a budget, instead of showing a confirmation that fails when you approve it.

iPhone app

  • Merging duplicate charges and the folded phone filters arrive in the iPhone app from version 1.58.0.

See every release

Merge duplicate bank charges in Catch-up (v1.58.0) - Change log | Copia