Version 2.32.0: Plan transactions ahead, connect your own tools, and manage more with Kualia AI

🎉 What's New

• Plan transactions ahead - Create scheduled transactions, see what is coming up, receive reminders, and enter them into your ledger from the new Planned experience on web and iOS.

• Connect your own tools - Create personal API keys in Settings and use Kualia's new REST API to securely work with your accounts, categories, merchants, months, transactions, and workspaces.

• Manage more with Kualia AI - Kualia's AI tools can now create, close, and safely delete bank accounts, as well as delete or unarchive categories while protecting existing transactions.

🐛 Bug Fixes

• Fixed the Activity column alignment in the budget table.

• Fixed the Kualia icon shown when the web app is added to an iPhone or iPad home screen.

🎉 What's New

• Faster access to Recurring - Recurring now lives in the bottom tab bar, and Reports has moved into the side menu, so your most-used views are just a tap away. Thanks for the suggestions! Good call.

🐛 Bug Fixes

• Fixed an issue that prevented connecting Kualia to the MCP in Claude or ChatGPT.

Version 2.30.1: Currency amounts now stay accurate for zero-decimal currencies

🐛 Bug Fixes

• Fixed YNAB imports so choosing a zero-decimal currency such as VND keeps imported amounts at the right scale.

• Fixed VND display issues across budget cards, detail views, and dialogs so amounts no longer appear 100 times too small.

Version 2.30.0: Recurring moves into the iOS drawer, imports get clearer, and account details look sharper

🎉 What's New

• Recurring is now in the iOS drawer - Recurring transactions have moved out of the tab bar and into the side drawer, while notification links still open the right recurring transaction details.

• Transaction pickers are easier to scan - Category pickers now show availability for the right budget month, selected items are clearer, and transfer payees behave more predictably before an amount is entered.

• Apple Card support is clearer on the site - The pricing, budgeting, and FAQ copy now call out Apple Card support where it is available.

• Institution logos can be refreshed more safely - Kualia now has a guarded update path for reviewed bank logo URLs so account branding can stay accurate.

🐛 Bug Fixes

• Fixed a subscription sync edge case where an expired promo could incorrectly override active paid or lifetime access.

• Fixed Apple Wallet connection icons on iOS so they line up visually with other bank connection icons.

• Fixed zero Ready to Assign balances so they no longer look like positive green balances.

• Fixed YNAB imports for year-first dot dates such as 2026.06.25, with clearer validation for import rows.

• Fixed linked account balance previews so cents render as the correct dollar amount.

✨ Improvements

• Polished the web sidebar across expanded, collapsed, and mobile layouts for more consistent controls and profile placement.

🎉 What's New

• Apple Card Support - Connect your Apple Wallet accounts and get automatic transaction imports for Apple Card and Apple Cash. This is the first time implementing Apple Wallet support, so please expect some bugs over the next few weeks 🤝

• Bank connections are more consistent - Kualia now uses a shared connection flow behind Plaid and Apple Wallet account management, making linked-account behavior more predictable.

🐛 Bug Fixes

• Fixed split transaction amount entry so split rows are easier to edit and automatically follow the transaction's inflow or outflow direction.

• Fixed stale iOS launch state that could briefly show outdated user, workspace, budget, or subscription details.

Version 2.28.0: Family sharing polish, clearer billing, and steadier iOS sync

🎉 What's New

• Leave a family with confidence - Family members now see a confirmation step before leaving, making it clearer what shared access changes.

• Family Sharing is easier to find - The website now includes a dedicated family page, updated docs, pricing details, and a blog post that explain how sharing works.

• Names feel more natural - Onboarding and profile setup now use first names more consistently across Kualia.

• FinanceKit import details are clearer - Apple Wallet import metadata and privacy information are now represented more consistently.

🐛 Bug Fixes

• Fixed hard refreshes that could send you back to the budget page instead of keeping your current page.

• Fixed billing management links so they open the right subscription account.

• Improved iOS foreground recovery for rare cases where data stopped refreshing after reopening the app.

• Fixed workspace drawer badges so they only appear where they are relevant.

• Adjusted the budget activity popover so recent activity is easier to scan.

• Made family invite acceptance more reliable even if internal notifications fail.

🎉 What's New

• Share Kualia with family - Create a family group, invite members, share workspace access, and let eligible members use access from the family owner's plan. One subscription allows 5 others to join your budget for free 🆓 (6 total members, including the owner)

  Settings -> Family

• Customize merchants and accounts - Choose icons and colors for merchants and bank accounts when a logo is not the right fit.

• Manage profile and workspace settings more clearly - Profile settings now have their own page, workspace settings are easier to view, and non-managers can see read-only workspace details.

• Clearer pricing by region - The website pricing section now shows US/Canada web pricing separately from App Store pricing for other countries.

🐛 Bug Fixes

• Fixed the iOS drawer close swipe so it works reliably from the trailing edge.

• Fixed daily reminders that could continue after notification preferences were disabled.

• Added stronger invite email limits so family invitations cannot be sent repeatedly beyond the rolling quota.

• Refreshed parts of the web interface so menus, selectors, and scrollable lists behave more consistently.

🎉 What's New

• Delete merchants - Remove unused merchants directly, or move their transactions and recurring activity to another merchant before deleting.

• See available balances while choosing categories (web 💻) - Budget pickers now show category availability in move money, cover overspending, Ready to Assign, and recategorization flows.

• More capable connected AI assistants - Connected assistants can now help reconcile bank accounts and create split transactions.

🐛 Bug Fixes

• Fixed iOS drawer gestures so opening and closing the drawer feels more reliable and no longer accidentally triggers drawer links.

• Fixed the budget category picker menu so it stays onscreen near browser edges.

• Fixed budget tab counts so hidden categories are only counted when their group is expanded.

• Improved bank-sync categorization so imported transactions respect merchant suggestions and recurring transaction categories more reliably.

• Fixed bank account deletion on web and added the missing delete action for closed accounts on iOS.

• Fixed an iOS issue that could leave tabs spinning forever after returning from the background.

• Fixed maintain-balance targets so they only ask for the remaining amount and no longer show normal top-ups as overfunded.

🎉 What's New

• Quick add from an account - On the account details screen, tap the new plus button to add a transaction with that account already selected.

• Jump straight to new bank connections - After linking a new bank, you're taken directly to that institution instead of back to the list.

🐛 Bug Fixes

• Fixed the app getting stuck on an endless loading spinner after it had been in the background. It now reconnects automatically and shows a clear retry option if something's still wrong.

• Fixed the bank-connection window sometimes opening behind the "Waiting for connection" dialog on the web app.