July 16th, 2026
The headline this release: scheduled and recurring transactions now come through Review instead of posting on their own. A scheduled entry waits quietly until its date, then shows up in Review for a quick nod, without touching your balances or your spending until you approve it. Your budget still plans around it the whole time. Alongside it, every pending bank import now settles into one clean register, an already-approved transaction stops getting knocked back into review over a cosmetic change, and there are new keyboard shortcuts for matching and unlinking.
Scheduled transactions now move through Review. A scheduled or recurring entry stays in Scheduled until its date, then lands in Review rather than posting silently. Until you approve it, it doesn't affect your account balance or your actual spending, while your budget's scheduled and upcoming projections still count it across the budget table, category panels, the overview, and credit-card payment categories. Approving it advances the recurring series right away, so the next occurrence is created on the spot.
Early bank matches just work. If the bank's copy of a scheduled payment arrives before you've approved it, the two link up. The review row shows the real bank date, amount, and cleared state next to your scheduled payee, category, and note, and approving adopts the bank's facts and advances the series, all in one step. Unlink or reject and your untouched scheduled entry is right back where it was.
Editing an approved entry into the future returns it to Scheduled. Push a posted transaction's date forward and its whole family (splits, transfers) goes back to Scheduled, cleanly.
→ Scheduled & recurring transactions
One review inbox for every import. Plaid and Lunch Flow pending-to-posted settlements now use one shared matcher and live in a single folded register instead of a separate review section, everywhere: desktop, mobile, sorting, filtering, and selection. A pending row still refreshes in place as it posts, and a posted row that would change something you've already approved or reconciled now surfaces as an explicit review proposal instead of silently overwriting it.
Match and unlink from the keyboard. Select an eligible pair and press Shift+L to link them; press U to unlink a single linked review row. L still toggles cleared, and the shortcut hints show up in the selection bar and the shortcuts guide.
Untick a tag from many transactions at once. The bulk tag picker is now a proper tri-state toggle: a tag that's on every, some, or none of your selected rows shows checked, mixed, or empty, with a count beside it, and one click removes it from all (or adds it to all if none have it). No more hunting for a separate Add/Remove switch.
Editing a split line keeps your filter. Filter the register to one category, open a split line to see its parent, and the view no longer unfilters and jumps to the top. The split opens in place, and a lone split line's menu is trimmed to just what belongs to it.
→ Reviewing, matching & linking · Transactions · Tags
Clearer "need this month" wording. A by-date goal's budget row now reads "Need X this month" for the current slice, instead of labeling it with the whole cycle's deadline. The exact date still shows in the goal's timing badge, popover, and card.
Calendar goals stay in context. Tapping a goal on the calendar now opens its actions right there, a drawer on mobile and a details popover on desktop, instead of jumping you to the Budget screen and losing your place. Your selected day and month stay put.
Restoring a backup lands on the restored budget. The restore flow now waits for your data to load before it navigates, so a restore no longer looks like a copy of your current budget.
Thank you for being here. ❤️