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Changelog

What's new.

A running log of what we are shipping as we build a calmer, smarter way to manage your money.

  1. New

    More helpful goal check-ins

    • Goal-risk alerts now name the goal that needs attention, so you can act with confidence.
    • Check-ins are paced more thoughtfully, keeping important guidance useful instead of noisy.
  2. New

    A clearer way to get started

    • A guided product tour makes it easier to find the tools that matter most from day one.
    • Onboarding has been redesigned into one focused flow, with a smoother first conversation with Budgetify AI.
  3. Improved

    More dependable connected banking

    • Bank balances and transactions now stay in step more reliably through real-time updates.
    • Account linking, reconnecting and transaction syncs have been strengthened for a more dependable experience.
  4. Improved

    A more polished everyday experience

    • Receipt uploads now handle PDFs more clearly, including helpful guidance when a scan cannot be matched to a budget.
    • Sign-in, profile setup and support have been refined to make getting help and managing your account easier.
  5. Improved

    A more focused Budgetify AI

    • The authenticated app now has a more consistent visual system, making everyday money tasks easier to scan and use.
    • First-run setup has been simplified, with clearer next steps and more flexibility to organise your budgets.
  6. New

    Alerts that meet you where you are

    • Notification delivery now supports in-app, email, SMS, WhatsApp and web push, with status tracking across channels.
    • Forwarded-receipt updates make it clearer when a document needs your attention or a plan limit has been reached.
  7. Improved

    Stronger protection for your account

    • Email verification and step-up checks add an extra layer of protection for sensitive account actions.
    • Sign-up and account recovery flows have been strengthened, including improved bot protection and safer redirects.
  8. Improved

    A more capable financial assistant

    • Budgetify AI has been upgraded with stronger safety controls, evaluation and observability behind its guidance.
    • Spending insights and recommendations are more reliable, with clearer experiences across budgeting, expense capture and forecasts.
  9. New

    Budgeting, together

    • Team workspaces bring shared visibility to budgets and expenses, with membership controls and account-level sharing.
    • Teams can work across currencies and export the information they need for collaboration and reporting.
  10. New

    Simpler plan management

    • A streamlined checkout and subscription experience makes it easier to choose, renew or change a plan.
    • Clearer billing reminders and graceful plan transitions help you stay in control of your subscription.
  11. New

    A fuller picture of your money

    • The rebuilt dashboard, Money Story and unified analytics make it easier to understand spending, forecasts and progress in one place.
    • An in-app inbox, proactive reports and web push bring important money moments to your attention at the right time.
  12. New

    Proactive guidance, not just tracking

    • Budgetify AI can now surface spending patterns, answer questions in chat and send timely guidance when something needs attention.
    • New surplus insights help you spot money that may be safe to set aside, while keeping every decision in your hands.
  13. New

    A stronger everyday money foundation

    • Create flexible budgets and goals, receive threshold alerts, and use suggestions to make planning less manual.
    • Capture expenses from manual entry, receipts and connected accounts, with improved categorisation and reconciliation tools.
  14. New

    Secure accounts and connected banking

    • Account settings, verification, session controls and data-rights tools give you more control over your information.
    • Connect supported bank accounts securely, review account activity and keep your financial picture current.
  15. New

    Building the foundation for Budgetify AI

    • We brought earlier work on budgeting, expense tracking, smart categorisation, notifications and account access into a more secure, reliable product foundation.
    • The public experience was refreshed with a new brand system, clearer product information and improved accessibility across the site.

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