NEW IN 0.15.0

• Forecast — a new page running eight checks over the months ahead: accounts going negative,
balances under their threshold, bills that will not clear, unfunded card payments, possible
duplicates, income that has not arrived, unusually large expenses, and spare cash that could be
put to work. Each risk explains what it would take to fix and can create the covering transfer
for you.
• Questions — a new page with 21 questions about your own money, completed from dropdowns. Every
answer opens onto the entries behind it. Most records also gained a "?" button that answers in
place.
• Categories — a page of your own categories, a filterable Category column in the Ledger, and the
ability to change a bill's or income source's category, name or amount from a date forward
without rewriting its history.
• Merchant rules — a page for normalizing merchant names, with in-place and bulk editing,
duplicate prevention, and a shortcut to add a rule from the transaction you are looking at.
• Suggestions — reviews your imported transactions and proposes matches for transfers, credit-card
payments, duplicates and recurring patterns, each one accepted or rejected by you.

CHANGED

• Cleared entries are now protected when you edit the recurring rule behind them, so past records
stop shifting under you.
• Drop-downs throughout the app are searchable, and filter rows line up with the columns they
filter.
• Holdings shows the date its valuation is as of.
• The Dashboard's warning rail lines up with the projection panel beside it.

FIXED

• Accounts export produced wrong number and date formats in Excel.
• Suggestions listed transactions belonging to accounts that had been deleted.

PERMISSIONS

This version asks for less than the last one: storage, tabs, alarms and notifications, plus site
access only at the moment you link a bank through SimpleFIN. This build contains no AI and makes
no calls to any AI service.