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Find categories faster, and sync from the page

Pick a category by typing, see and manage the rule behind a merchant, and press Sync Now right where you made the change.

Categories

  • Search the category menu. Type to narrow the list. Your current category is marked, and every category has its emoji.
  • A visible Edit button. Every category on the Transactions page now has an Edit button, so you do not have to guess where to click.
  • See the rule behind a merchant. When a merchant already has a rule, the menu shows it ticked. Untick it to remove the rule, choose "Change the rule to" a new category to change it, or press "Always file" to create a rule in one press. There is a link to your rules list in Settings.
  • One transaction stays one transaction. Picking a category for a single transaction changes only that transaction, never the rule.

Sync from where you are

  • Sync Now inside the saved message. After you change a category, the confirmation carries a Sync Now button, and a "Changes to sync" note sits by Sync Now until your edit reaches your spreadsheet.
  • Sync Now on the Transactions and Banks pages. No need to go back to the dashboard.

Business expense tracker

  • Rideshare and Public Transit suggest Travel. Business transactions in these categories now suggest the Travel line.
  • Excel list refreshes. After you create a template, your Excel live sync list updates.

Easier to use

  • Better focus, contrast, page titles, forms, the cookie banner, pagination and navigation for keyboard and screen reader users.