- Build and save your own custom reports, and pin them to the dashboard as widgets
- Pick any date range for reports, including financial years, and customise built-in reports with your own range
- Drill down from report figures to the transactions behind them
- New account reports: balance history, account register and loan amortisation
- New investment reports: income, performance and transactions
- New monthly report summarising income, spending, net worth change and budgets
- Protect backups with your own passphrase (backups from 1.6.7 and earlier still restore without one)
- Improved PDF export for reports
- New command palette: jump to any page or start common actions (add a transaction, import a bank file, scan a receipt) from one search box
- Test automation rules before saving them with a dry run that previews which past transactions would match and change
- Monthly P&L report adds subcategory breakdowns and percentage columns, including in exports
- Redesigned Settings with grouped navigation and a simpler Preferences page
- Refreshed Transactions, Accounts and Budgets pages
- Charts and reports now display correctly in dark mode
- Cash flow diagram groups small flows into "Other" so the main flows are easier to read
- Date pickers now follow your chosen date format
- More precise money calculations in forecasts, capital gains estimates and subscription reports
- Safer vault reset, plus a database integrity check at startup
- Fix portfolio performance showing -100% for months before the first price update
- Fix holdings showing a $0 price after dividend or fee transactions
- Fix the Wealth page not scrolling
- Add new OCR feature to uploaded receipts to extract transaction details
- Improve the bulk transactions editing feature
- Introduce the saving goal feature under budget
- Fix a few translation issues with multiple languages support
- Add the CGT estimator report
- Add the portfolio performance tab
- Performance improvements
- Fix a few issues in reports
- Introduce the group account feature
- Performance improvements
- Add support for yearly budget aggregation
- Add new reports: FIRE projection and custom report builder
- Allow creating recurring payment from a transaction
- Fix a few minor UI issues
- Add more reports including Balance statement, Income Statement, Year over Year
- Allow manual entry of recurring payments
- UI refinements
- Add budget performance and recurring & subscription reports
- Support export transactions
- Fix UI issues
- Implement configurable amount colors
- Fix responsiveness of the tables across the app
- Add new report hub
- Add the tax deductable view report
- Implement account reconciliation
- Add the account favouriting and custom reordering functionality
- Add transaction attachments and amount filters
- Display running balance in list view
- Localize help content
- Fix a display issue for reports in dark mode
- New monthly P&L statement report
- New networth & balance sheet report
- Add new setting to allow opt-out of pulling security prices
- Minor bug fixes
- Add the dashboard customisation layout feature
- Fix a few display issues
- Add support of generating Merchant from import data
- Add weekly insight summary
- Add user guide for download
- Add anomalies transaction scan
- Add additional support for exchange rate fetching
- Add additional currency support
- Introduce the Smart Rules Suggestions
- New natural language search
- Improve the Upcoming Bills UI layout
- Support multiple currencies for accounts
- Improve Properties view
- Minor bug fixes
- Improve the income vs. expense monthly reports
- Introduce the debt calculator and Australian tax calculators
- Improve CSV imports to allow mapping and creating new categories
- Add yearly budget support
- Add support for a few more major currencies
- Fix a few display issues
- Improve the account list view
- Fix some UI display issues
- Minor bug fixes
- Improve the income vs expense report with richer options
- Imporve the account list view
- Fix some UI display issues
- Minor bug fixes
- Improved CSV import for investment accounts
- Added support for term savings accounts
- Enhanced stock and ETF information
- Performance and responsiveness improvements
- Add the custom tags for transaction
- Fix a migration issue for the backward compatibility in database restore
- Fix an issue for recurring payment
- Add new calendar view for recurring transactions
- Imporve the account summary view
- Fix a few issues for OFX imports
- Add CSV export for Account
- Fix minor currency conversion issue in fetch security pricing
- Fix a few display issue for dark mode
- Allow jump to linked transaction for a linked transfer
- Filter out the recurring payment suggestion from existing subscription
- Fix a bug in determination matching transfer
- Allow cashflow chat to be zoom and scroll
- Handle investment account import with security creation
- Add the auto transfer detection during transactions import
- Allow opt-out for version update check
- Support Classic layout/Menus as an opt-in option
- Add new feature to split a transaction into multiple transactions.
- Support more archtectures for build
- Add recurring transactions and AI pattern detection for transaction
- Added Budget Rollover: Carry unused monthly budgets forward with optional caps per category.
- Added Budget Alerts: Native OS notifications when category spending hits 80%, 100%, and 120% of budget.
- Added Global Notification Toggle: Easily silence budget alerts via Settings > Preferences.
- Improved Database Resilience: Implemented self-healing schema logic to prevent crashes during database restores and migrations.
- Expanded Help Documentation: Added new guides and FAQs for budget features in all 5 supported languages.
- Add pattern detection for recurring transactions
- Add AI suggestions for recurring transactions
- Add quick transaction entry panel
- Full localization for all financial health features across all 5 supported languages (EN, ZH, ZH-TW, JA, ES)
- Introduced Financial Health scorecard on the dashboard with 4 key metrics: Liquidity, Savings Rate, DTI, and Risk Assets
- Added intuitive color-coded ratings (Good/Okay/Watch) based on industry-standard financial benchmarks
- Interactive tooltips explaining the calculation logic and specific thresholds for each ratio
- Full localization for all financial health features across all 5 supported languages (EN, ZH, ZH-TW, JA, ES)
- Improved stability by resolving [intlify] HTML detection warnings in localized descriptions
- Added Post-Import Review Screen to flag duplicate candidates, balance mismatches, and unmatched transfers after CSV import
- CSV column mapping now shows sample cell values in dropdowns for easier field identification
- Fixed i18n translation warnings — added missing keys to all 5 supported locales (en, zh, zh-tw, ja, es)
- Improved CSV import to intelligently handle both header and non-header first rows
- Added automation rule limit (20 rules) for Free tier users
- Restricted dashboard history to last 1 month for Free tier with fallback to last 5 import batches
- Added encrypted database backup and restore support with AES-256-GCM