Release Notes

Better Finances for a Better You

Releases tagged with: "Expense Tracking"

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Web

New Features & Bug Fixes

  • Implemented ability to rename a Connected Account via the Cloud Button
  • Support deleting transactions
  • Fix Calendar bug not showing some Income transactions
  • Ability to review all duplicates from any duplicate transaction
  • Fix some cases where category selector would get cut off at edge of screen
  • Some bug fixes with navigating between Cashflow/Budget periods
  • Various bug fixes and improvements
Release #1.18.1 Expense Tracking Aggregation Budgeting Cash Flow

Mobile

New Features & Bug Fixes

  • Implemented ability to rename a Connected Account via the Cloud Button
  • Support deleting transactions
  • Fix Calendar bug not showing some Income transactions
  • Some bug fixes with navigating between Cashflow/Budget periods
  • Various bug fixes and improvements
Release #1.18.1 Expense Tracking Aggregation Budgeting Cash Flow

Web

New Features & Bug Fixes

  • Rename 'Custom Mapping Rules' to 'Transaction Rules'
  • Add support to apply Transaction Rules To Historical Transactions
  • Add ability to create a Transaction Rule From Transaction History
  • Enable 1 'forced refresh' per day, to fix issues with transactions not showing up on connected accounts
  • Various bug fixes and improvements
Release #1.14.1 Expense Tracking Aggregation

Mobile

New Features & Bug Fixes

  • Enable 1 'forced refresh' per day, to fix issues with transactions not showing up on connected accounts
  • Various bug fixes and improvements
Release #1.14.1 Expense Tracking Aggregation

Web

Improvements & Bug Fixes

  • Google/Apple Auth Support
  • Support Selecting Individual Accounts on Bank Import
  • Ask for Balance on CSV Import
  • Add Settings Page
  • Support different timezones
  • Various bug fixes
Release #0.19438 Aggregation Expense Tracking

Mobile

Improvements & Bug Fixes

  • Google/Apple Auth Support
  • Support Selecting Individual Accounts on Bank Import
  • Added duplicate transaction resolution
  • Support different timezones
  • Various bug fixes
Release #0.19438 Aggregation Expense Tracking

Mobile

Improvements & Bug Fixes

  • Connected accounts stability improvements
  • Support adding custom Category Mappings on Profile page
  • Support adding new institution when adding a loan
  • Improvements to manual add cash transaction
  • Optimized recurring transfers setting periodicity
  • Fixed small timezone bugs
  • Fixed small display issues on smaller devices
  • Various minor bug fixes and improvements
Release #0.19386 Expense Tracking Aggregation Cash Flow

Web

Improvements & Bug Fixes

  • Support creating a recurring transfer from a historic transfer
  • Support showing upcoming transactions in cashflow/budget transaction tables
  • Fix small timezone bugs
  • Connected accounts stability improvements
  • Other minor bug fixes and improvements
Release #0.19386 Expense Tracking Cash Flow Aggregation

Transactions

Custom Mapping

  • Added custom mapping previews
Release #0.18833 Expense Tracking

Bug Fixes

Improvements

  • Recurring Transfers refactoring
  • Calendar updates
  • NEOs rendering
  • Custom Tags
  • Custom Mappings
Release #0.18737 Expense Tracking Budget Tracking

OFX

Manual Imports

  • Added multi OFX, QFX import functionality
  • Clients can now also click, drag and drop files for import
Release #0.18445 Expense Tracking Aggregation

Transaction Management

Cash Transfers

  • Added ability to delete cash transfers
Release #0.18337 Expense Tracking

Transaction Management

Duplicate Transactions

  • Implemented algorithm to detect duplicate transactions
Release #0.18198 Expense Tracking

Transaction Management

Bulk Categorizer

  • Added tool tips
Release #0.18159 Aggregation Expense Tracking

My Money

Gift Cards

  • Added Cash/Gift Card section to My Money
Release #0.18159 Cash Flow Expense Tracking Budgeting

Data Import

Custom Categorization

  • Create custom rules for Neontra to use when automatically categorizing your transactions
Release #0.18913 Expense Tracking Aggregation Budgeting

Data Import

Tags

  • Create custom labels that you can assign to a transaction
Release #0.18913 Expense Tracking Aggregation Budgeting

Data Import

CSV Import

  • You can now import your financial data using CSV files
Release #0.19015 Expense Tracking Aggregation Budgeting