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v2026.237 June 2026

v2026.23

May 31 – June 7, 2026

Choose a base currency and see everything converted to it
Feature 01 / 05

Choose your base currency

Create and manage your own transaction categories
Feature 02 / 05

Build your own categories

Categorization rules, now available on web
Feature 03 / 05

Auto-sort rules, now on web

Set your ownership share on shared accounts
Feature 04 / 05

Shared accounts, your share

A cash-flow screen showing money in and out
Feature 05 / 05

See where your money flows

  • Choose your base currency in your profile, on web and mobile
  • Create and manage your own categories, on web and mobile
  • Categorization rules are now on web, so your transactions sort the way you set them (aadab9363, ff54a2344)
  • Set your ownership share on shared accounts, so your balances and net worth count only your part (3e4927df4, b9b740eae, e7c5a9d9f)
  • A new cash-flow screen on mobile shows your money in and out, with a period selector
  • Review and edit your risk profile answers after you finish the questionnaire
  • Transactions to review now have their own page on web (dcb26def6, 7e72cd0b1)
  • Each day in your transaction list shows that day's net total
  • Export several accounts at once

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