Week of August 10, 2026

Budget periods you set, a recycle bin, and imports you can take back

A budget period can now be something other than the calendar month, deleted transactions have a bin of their own, and an import can be taken back with Undo.

Budget on a period other than the calendar month

Your budget ran on calendar months whether or not your money does. It can now run weekly, every two weeks, twice a month, monthly, quarterly, every six months, or yearly. The control sits next to the period name on the budget page, beside the length it currently uses.

Changing it asks two things: when the change takes effect, now or when this period ends, and which day the new run of periods starts on. That start date is yours to move, so a two-week budget can begin on last Friday's payday rather than today, and switching to quarters in the middle of August gives you the quarter that began on 1 July rather than a stub running from today. When the changeover leaves a gap, the days in between become a short bridge period of their own instead of vanishing. If the switch would drop assignments you have already made in periods after the changeover, the editor says how many before you commit, and the figure updates as you move the date.

Two related changes. You can state the month your budget starts in, and periods from that month on are yours to close. And a period now closes itself five days after it ends, rather than waiting for a button: the grace is there because a card charge made on the 30th often posts on the 2nd. The page names the date before it arrives, and closing stays a manual act for as long as you have a period reopened.

Everything that reads a month reads the period instead. The trend chart's bars are periods, and its newest bar covers exactly the days of the period on screen, so clicking it opens a ledger that adds up to the Activity figure above it. The chart itself has been redrawn to leave you with four numbers and nothing else: the average, the target, the peak, and the trough, each written in the color of the line it belongs to.

Click Available to see how it adds up

Available is the one number on the budget page you could not check from its own row, because it counts every prior period. Clicking it now shows the derivation, line by line: what was left over from the period before, what you assigned, what you spent, and, on a period that has already closed, what Ready to assign covered on the envelope's behalf. The column always adds up to the number it is explaining, and a closed period with a late arrival says so rather than quietly changing shape.

A recycle bin, and a way back for stranded bank records

The ledger's scope filter is a single control reading Active, Reconciled, All, and then the recycle bin. Individual lifecycle stages are things you search for, so is:cleared, is:pending, and is:removed answer those questions from the search box, and the toolbar fits on one line down to a narrow window.

The bin is now its own place rather than the ledger wearing a different filter. It holds what you deleted and nothing else: no Pending band offering to enter a new transaction from inside the trash, and no groups of live rows under headings you never set.

At the bottom of it is something that had no home at all. Deleting a bank-matched transaction detaches the bank's own record so a later import can re-link it, which leaves that record standing with nothing behind it. So does unlinking, and so does reverting an import. Those records now appear in the bin with a Resurface action that rebuilds the transaction from them, already cleared, because the bank did post it. Before this, the only way to find one was to already suspect it was in the manual-link picker inside some other transaction's drawer.

The bin also opens promptly. It used to take 30 to 40 seconds on a large account.

Undo an import, and put a single line back

Committing a file was the largest change your edit history never mentioned: the panel read "Edit transaction x3" while fifty rows had appeared from nowhere. An import now records one step, "Import 52 transactions", and Undo takes it back under the same rule the import history's Revert button follows, removing only what that import alone added.

Reverting also takes its balances back. A reverted statement import used to leave its own opening and closing figures standing, so reconciliation stayed tied to numbers from an import that no longer existed. The figures the import displaced are restored, and a figure you have corrected since is yours and is left alone.

On the Import details screen, a line whose transaction you later deleted used to show a dash. It now offers to put the transaction back, and attaches to the row you re-typed by hand instead of writing a twin if you already did. The same screen has a search box that filters every column at once, including the Result and Ledger words, and sortable headers whose third state is the order the lines appeared in the file.

Quality of life improvements

• Ledger: The first click on a row selects it and the second one starts editing, so landing one row off no longer puts a stranger's fields into inputs with a Save bar underneath. Save also works with the mouse, where it used to discard the edit and close the editor, and a transaction you are typing sorts to the top of its day rather than the far end of it.
• Search: The Scheduled and Pending groups above the list now narrow to your search and to the category chip, instead of standing over rows nothing matched. A split opens inside the "in other accounts" groups, a set of related transactions can be shown where you are rather than by jumping to all accounts, a group stays open or closed as you refine a query instead of deciding for itself from its row count, and a just-finished import is searchable by name without a page reload. There is also a bankdate: term, reachable from the keyboard like the other columns.
• Keyboard: Space ticks a row again after you have clicked a group header, Escape leaves the statement month grid for the rows rather than back to the label it just closed, Alt+Left and Alt+Right move the ledger to the month they name, Shift+E reconciles the statement you have open, and the account picker's filter box takes focus when it opens.
• Matching: How far the importer looks for a match now depends on how unusual the amount is, so a statement settling a purchase months late links to the row you already have instead of adding a second one beside it. Matching asks you to confirm less often, Unmatch fires on the first click, a merge hands the surviving row back highlighted rather than ticked, and collapsing a duplicate transfer works out which account it came from instead of asking you.
• Import: The wait shows all three steps as one list with a progress bar on the commit. The columns you have to map sit above the balances you only confirm. An import warns you when two statements disagree about a shared month edge, where one used to overwrite the other silently. And a CSV can no longer add a third leg to a transfer pair, which put an amount in your balance with nothing on the other side.
• Venmo: You can download a month's statement straight from Venmo, from the spot the statement button occupies on other accounts. A payee is read from which way the money went rather than taken from your own name, a month with no activity imports as zero rows instead of failing, a note that names a month or ends in a period is dated from what it says, and a row you owe opens Venmo's pay screen rather than a request for money.
• Reconciliation: An outstanding row dated inside a closed month can be moved, since it was never part of what the month signed off. Unreconciling a row you reconciled before late July no longer errors. An edit that sets a field to the value it already holds no longer raises the reconciled confirm, and when the lock does refuse a write it names the field. Clearing a Bank date now means the row never reached the bank, which puts it on the outstanding list and on no statement.
• Statements: The working balance leads with Cleared, the money above the rows keeps up when you clear a selection, the month stepper's arrows stay put as you page through a year, a downloaded PDF is named for its account, and the heading over a month's own rows names the month.
• Budget page: Every section of the right column folds, and which ones you keep open is remembered. Whether your cash covers what you have budgeted is now a control in the corner of the Ready to assign box, quiet when it does and carrying the shortfall when it does not.
• Categories: Nesting a category under another no longer strands the transactions already filed on it. Every group keeps an "Other" bucket that stays assignable, so nothing drops out of the pickers and the envelopes.
• Accounts: Every "which account?" control opens the same searchable, sidebar-ordered picker. Changing an account's type is refused when it would leave trades, tax lots, or loan details behind on a type that has no screen for them.
• Dates: Today is read from your own clock rather than the server's, so a charge entered in the evening is no longer counted as tomorrow's spending, and a property valuation is dated the day you took it.
• Reporting a problem: There is a Report a bug button in the top bar.