Changelog

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.