Version 2.1.0: Recurring Transactions & Smart Rules 🚀

Recurring Transactions (Web) 📅

Never miss a bill again. Track your recurring expenses like rent, subscriptions, and utilities in one place. See at a glance which bills are paid and which are still upcoming for the month.

Transaction Rules (Web & iOS) ⚡

Save time on categorizing transactions. Create rules that automatically assign categories and merchants to your imported transactions based on your preferences.

Spending Reports (Web) 📊

Understand where your money goes with visual spending reports. View your monthly spending by category with an interactive chart, and drill down into specific categories to see individual transactions.

iOS Updates 📱

We've brought some major desktop features to your pocket:

Side Drawer Navigation: Access your profile and switch workspaces in a snap.
Credit Card Payments: Record payments on the go with clearer visual tracking.
Bank Management: Manage your linked institutions directly from your phone.
Archived Categories: Access and restore old categories whenever you need them.
Deep Links: Tap notifications to jump straight to the relevant transaction.

Improvements ✨

Data Migration: V1 users can now seamlessly move their data to the new platform (welcome back!).
Balance Clarity: See both pending and cleared balances for your accounts.
Cleaner Lists: Better transfer filtering and bank account notes for personal reference.
Quick Budget Actions: Faster shortcut actions to adjust your budget assignments.
Smarter Categorization: The app now learns from your habits to suggest merchants more accurately.
Refined iOS Experience: Better notification controls, smoother gestures, and faster picker searching.
Faster Sign-Up: Use Apple or Google to join Kualia—we'll even pull your name in automatically.

Bug Fixes 🐛

Fixed animation glitch when collapsing budget groups.
Fixed transactions not updating correctly when swapped between credit cards.
Fixed categories occasionally refusing to reorder to the first position.
Fixed spending math when changing categories on credit card transactions.
Squashed annoying duplicate transactions during bank syncs.
Fixed monthly target progress showing incorrect values.
iOS: Fixed an infinite loading screen on startup and corrected numpad calculation buttons.