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🚀 v1.3.0 — Hold for Next Month + Dynamic Refill Cap

📥 Hold for Next Month

  • Budget a month ahead — hold income you receive this month so it appears in next month's Ready to Budget instead

  • Manual hold — click the Ready to Budget card, switch to the Hold tab, enter any amount, and click Hold

  • Auto-hold income — toggle to automatically hold new paychecks and deposits as they arrive. Only this month's income
    is held, not carryover

  • Status at a glance — a pill below Ready to Budget shows what's held and for which month, with a quick Release button

  • Full undo support — Cmd/Ctrl+Z reverses any hold, release, or auto-hold toggle

    💰 Quick Assign from Ready to Budget

  • Assign tab — click the Ready to Budget card to fund a category directly — pick a category, enter an amount, done. No
    scrolling through the budget table

  • Works everywhere — header card and side panel, including mobile

    🎯 SET_ASIDE Available Cap (Dynamic Refill)

  • Cap your category balance — SET_ASIDE goals with weekly, biweekly, or monthly cadence can now set a maximum
    available balance. Once the category reaches the cap, the goal stops asking for more

  • Goal repeat limit — increased from 3 years to 5 years for repeating goals

    🔄 Other Changes

  • Persist transaction filters — your selected filters now survive page navigation

  • 3/4/5 year recurring frequency — new options for long-cycle recurring transactions

  • Analytics fix — refunds show as negative expenses in income vs expense report

  • Help center — new articles for Hold for Next Month and quick assign