Changelog

Improvements

• Automation setup now shows the exact Wallet fields to connect and gives clearer guidance when NetHaven needs to be opened, signed in again, or reconnected.
• CSV imports without a Type column can now treat every row as an expense or income, or determine the type from the amount sign.

Fixes

• Wallet automations now pass Amount, Merchant, and Card or Pass to NetHaven using the native iOS formats, preventing the conversion error seen by older actions.

New

• Moving over from another budgeting app? The new import wizard walks you through bringing your transactions in from YNAB and several other apps, with a step to map your own columns when your export looks unusual.
• Account details in Portfolio now show live market values with a gain percent badge, so you can see how a holding is doing without leaving the screen.

Improvements

• The import flow now tells you exactly where to find your export file in each app, so you are not digging through settings menus on your own.
• Improved contrast on accent-colored surfaces so the text on them stays readable.

Fixes

• Sheets and pop-ups now open reliably the first time instead of occasionally hiding behind the rest of the app.
• Long dropdown lists scroll properly instead of getting clipped at the bottom.

New

• The upgrade screen can now highlight the next NetHaven tools that fit your setup, with clear actions for each recommendation.
• Upcoming dividend notices now show confirmed ex-dividend and payment dates with payout amounts, plus a breakdown for each upcoming payment.

Improvements

• Refined the guided setup with more consistent headers, clearer choices, and less visual noise from step to step.
• Polished country, currency, and language pickers, plus money entry, for smoother setup and everyday use.
• Dividend calendar and known-dates sheets handle notices more reliably, with cleaner currency and payout details.

Fixes

• Made Home and Portfolio headers behave more reliably across iOS and Android.

New

• A redesigned welcome experience now previews real NetHaven tools, including budgets, savings goals, debt payoff, net worth, imports, and recurring payments.

Improvements

• Refreshed the app icon and launch experience across iOS and Android, including a cleaner adaptive icon on Android.
• Improved currency and asset setup controls for smoother, more consistent input on mobile.

Improvements

• Subscription purchases now match the right plan more reliably, including Google Play base plans.
• Transaction details are clearer across linked subscription activity, transfers, and savings allocations.

Fixes

• Hardened release builds and trimmed a few native rough edges so updates ship more reliably.

New

• Money left over can now be moved into one or more savings goals, with a clearer history of where every allocation went.

Improvements

• Budget periods and summaries now respect your time zone and selected dates, so spending, transfers, and leftovers line up more reliably.
• Portfolio accounts and holdings have a cleaner layout for allocations, recent activity, and performance at a glance.

Fixes

• Dashboard links from reminders and emails land in the right place, with safer handling for links opened from the app.

New

• Transfers can now reduce or restore available budget without pretending to be expenses or income. Mark accounts On budget or Off budget for an automatic default, or choose the effect yourself.

Improvements

• Budgets and Money left over now show Transfers out and Transfers in separately, while spending totals stay focused on actual expenses.
• Haptics feel a bit more intentional when you tap, confirm, and swipe through the app.

Fixes

• Hardened crash and error reporting so weirdness is easier to catch (and quieter for you).

New

• Added Transfer as a real transaction type. Pick a from account and a to account, and the move shows up as From → To instead of fake spending.
• Cross-currency transfers are supported. Send in one currency, record what landed in another, and we keep both amounts for the history.
• Optional transfer fees for bank charges, crypto gas, or whatever else nibbled at the move.

Improvements

• Redesigned Portfolio so holdings, charts, and details feel less like a spreadsheet and more like a place you actually want to open.
• Redesigned Dividends so payouts, history, and upcoming income are easier to scan without squinting at the fine print.
• The transfer itself stays out of income and expense totals. Only the fee counts against your budget, on its own Transfer fees line.
• Transfer details show the full story: accounts, amounts, fee, and exchange rate when currencies differ.

New

• Added Apple Shortcuts for adding transactions, scanning receipts, and checking how much monthly expense budget is left.
• Wallet purchase automations can now pass amount, merchant, card name, currency, and today's date into Add Transaction.

Improvements

• Add multiple icons for the app
• Add Transaction now uses categories from your main budget, matches existing merchants when possible, and stores the payment card in notes and tags.
• Scan Receipt now jumps straight into the receipt scanner when launched from a shortcut.
• Added an Automation settings page with guided setup for Wallet purchases, quick logging, monthly budget checks, and receipt scanning.

Fixes

• Fix multiple issues around the app and notifications.
• Shortcut-created transactions now refresh app data so budgets and transaction lists are up to date when NetHaven opens.

New

• Added precious metals tracking for gold, silver, platinum, palladium, and copper holdings.
• Tap a budget category to see the transactions behind it, because mystery spending is not a feature.

Improvements

• Improved the category transaction sheet with totals, counts, loading states, and empty states.

Fixes

• Fixed a few navigation and bottom sheet details that were getting in the way of the 1.1.0 release.

New

• Import transactions from a photo of a receipt or bank screenshots!
• Import transactions from a CSV file: pick your columns, preview, and bulk-import with auto-categorization.
• Added notifications for upcoming bills and subscriptions.
• Added cash with interest accounts, because your idle money deserves a side quest.
• Added dividend tracking so payouts stop hiding in the fine print.
• Added fundamentals for stock and ETF assets, for when vibes are not enough due diligence.

Improvements

• Fees, interest, and transfers from CSV imports are auto-flagged as internal so they don't skew your totals.
• Filters can be filter by subscription, improved design and interactions.
• Improve transaction detail screen & Portfolio screens.

Fixes

• Small improvements around all the screens.

Fixes

• Small fixes related to 1.0.0 launch confetti.

New

• Shipped 1.0.0 after only 47 “this is the final build” builds.
• Net worth dashboard that actually adds up (lawyers asked us to say “usually”).
• Budgets, debts, savings goals, and subscriptions, your money in one dramatic scroll.
• Shared household budgets so everyone can see who bought lunch twice.
• Portfolio tracking for stocks, crypto, property, and other “I swear it’s worth something” assets.

Improvements

• Onboarding fast enough to finish before your coffee gets cold.
• Dark mode for staring at your net worth at 2 a.m. without judgment.

Fixes

• Squashed launch-day gremlins before they could RSVP to your bank data.
• Fixed edge cases where charts looked bullish and your balance did not.