Changelog

Follow up on the latest improvements and updates.

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transactions details 2
When we designed the new experience, one way we tried to bring efficiency to your workflow was to bring all the critical data fields and actions into the row for each transaction enabling you to post transactions without having to click into it and open up all the details.
When we moved these fields and actions into the transaction row, we removed them from the detailed view so you only had one place to go. But we heard your feedback that you want to
see all those options when you click into a transaction
and don't have to move your mouse back and forth between the top row and the details.
We know how important
Categorization History
is to make consistent categorization decisions, so we brought that right under our AI suggestions. You should also notice that when a payee (From/To field) is populated, our AI will use the Categorization History to make a better recommendation.
cat history ai
We take performance very seriously. We can make all kinds of improvements to streamline the workflow, but if you can't load the page or post a transaction quickly, what does it matter? We have introduced some major performance improvements and will continue until we become the snappiest software you use.
300  txns per page
When we launched, we observed our performance was not meeting our standards. We had to make a short term decision to limit the page to only 50 transactions. We know this isn't ideal and we never want to take away features or take a step back. With our recent performance improvements we are relieved to allow you to customize your bank transactions table to
show up to 300 transactions
once again.
Another benefit of our performance improvements is the ability to scroll through the list and
"freeze" the column headers
. Now when you scroll down the list you can easily keep track of what information is shown in each column.
Based on your feedback we quickly made changes to make the bank transactions list easier to read and scan, bringing back some familiar elements like the green color for matches.
Matches are now green!
matching 2
We heard you loud and clear - it was harder to quickly identify which transactions are matches. We brought back the green text and bolded it to stand out more. And we noticed that matched transactions weren't fitting nicely on the screen. You can see how the transaction details are now spread across multiple lines when they get too long..
We tweaked the different fonts to make much of the bank detail stand out and to deemphasize things like "ghost text" for fields that need you to make a selection.
scanning txn list
Some additional changes include:
  • "Zebra striping" so the rows alternate colors
  • The match/categorize toggle was adjusted to stand out more