← Changelog
v0.7

Transfer-aware cashflow and faster filters

Matched transfers stay out of cashflow totals. Transaction filters are easier to clear, and chat sources appear as compact citations.

TransactionsChatAccounts

Now you can

  • Exclude matched transfers from cashflow summaries
  • Clear transaction filters faster
  • Read chat sources through compact inline citations

New

  • Detect transfers and exclude matched transfers from cashflow totals
  • Add clear actions to transaction filter dropdowns
  • Add bottom pagination with scroll-to-top behavior to transaction lists

Updates

  • Chat answers use compact source chips with a detail panel
  • Transaction account shortcuts open the right date range more consistently
  • Account visibility updates are reflected more reliably across the app

Bug fixes

  • Re-linked accounts stop being hidden as duplicates
  • Settings pages adapt better to small screens

Tax and financial planning in one place