Maxint2.25.5 - App Store
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Publisher Description
Maxint - Financial Clarity. The signal, minus the noise.
We believe that your understanding of money should be as clear as the numbers themselves.
Finance is often perceived as complex, opaque, and loud. Maxint is the opposite. We are not a calculator. We are a lens. We take the immense, chaotic noise of your financial life-your accounts, your debts, your investments, and the global markets-and render it into a single, quiet surface of pure, illuminated truth.
We do not shout. We do not clutter. We reveal.
The Whole Picture
Connect every aspect of your financial world. From checking accounts to complex portfolios, Maxint unifies your data into a single, breathing overview. See your Net Worth not as a static figure, but as a living story.
Intelligence, Applied
True smarts are not about volume; they are about relevance.
- Finsight: Your personal AI analyst. Ask complex questions-"How do I retire early?", "What is my risk exposure?"-and receive simple, data-backed answers.
- Portfolio Builder: Construct a personalized investment strategy based on your specific goals and risk tolerance. Maxint explains the why behind every asset, offering clear reasoning, not just black-box recommendations.
- Market Research: We synthesize the noise of global markets into concise, readable briefs. Understand the world, without the ticker tape.
The Shape of Spending
Budgeting should not feel punitive. It should feel like geometry.
- Visual Budget: See your spending as a complete circle, understanding intuitively what remains.
- Bills Calendar: A clear, temporal view of your obligations. Know exactly when money leaves your account, so you are never caught off guard.
Expertise, Automated
For those who prefer a guided path, our Robo-Advisor brings institutional-grade investment management to your pocket. Expertly managed, automatically rebalanced, and tailored to you.
A Marketplace of Opportunity
Discover financial products-credit, deposit, and rewards-curated specifically for your financial profile.
This is not just another finance app. This is clarity. This is Maxint.
Your license to use the Maxint App is subject to your prior acceptance of the Licensed Application End User License Agreement (“Standard EULA”) available at https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Version History • Enhanced Trading: Improved portfolio P&L charts, intraday data, and trendline visualization.
• Better Conversations: Improved scrolling, loading, and interactive agentic conversations.
• Improved Accounts: Refined account charts, balances, and overall layout.
• Better Document Preview: Added pinch and scroll-wheel zoom support.
• Improved Onboarding: Streamlined the experience for demo users.
• Bug fixes and improvements. 2.25.5 Sep 24 • Enhanced Transactions: More columns, line items, itemized views, and editable tags/notes/locations.
• Better Categorization: Dynamic merchant hints, quick access, and refined account charts.
• Org & Security: Added member management
• Bug fixes and improvements 2.25.4 Sep 14 • Transaction Classification: Easily mark transactions personal or business.
• Finsight AI & Groq Models: Context-aware Q&A, updated model ordering, and Groq support.
• Managed Portfolios: New waitlist access
• Improvements on receipt scanning 2.25.3 Sep 1 • Document & Receipt Scanning: Built-in mobile scanning with instant receipt preview and download.
• Performance & UI Upgrades: Faster message caching, clearer voice settings, and updated Chart of Accounts view.
• Bug Fixes and Stability Improvements 2.25.2 Aug 24 • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 Aug 17 - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025
About Maxint
The company that develops Maxint is Maxint, Inc.. The latest version released by its developer is 2.25.5.
To install Maxint on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-13 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Maxint as malware if the download link is broken.
How to install Maxint on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Maxint is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Maxint is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 2.25.5
posted on 2026-10-13
Version History • Enhanced Trading: Improved portfolio P&L charts, intraday data, and trendline visualization.
• Better Conversations: Improved scrolling, loading, and interactive agentic conversations.
• Improved Accounts: Refined account charts, balances, and overall layout.
• Better Document Preview: Added pinch and scroll-wheel zoom support.
• Improved Onboarding: Streamlined the experience for demo users.
• Bug fixes and improvements. 2.25.5 Sep 24 • Enhanced Transactions: More columns, line items, itemized views, and editable tags/notes/locations.
• Better Categorization: Dynamic merchant hints, quick access, and refined account charts.
• Org & Security: Added member management
• Bug fixes and improvements 2.25.4 Sep 14 • Transaction Classification: Easily mark transactions personal or business.
• Finsight AI & Groq Models: Context-aware Q&A, updated model ordering, and Groq support.
• Managed Portfolios: New waitlist access
• Improvements on receipt scanning 2.25.3 Sep 1 • Document & Receipt Scanning: Built-in mobile scanning with instant receipt preview and download.
• Performance & UI Upgrades: Faster message caching, clearer voice settings, and updated Chart of Accounts view.
• Bug Fixes and Stability Improvements 2.25.2 Aug 24 • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 Aug 17 - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025
version 2.25.5
posted on 2026-09-25
Version History • Enhanced Trading: Improved portfolio P&L charts, intraday data, and trendline visualization.
• Better Conversations: Improved scrolling, loading, and interactive agentic conversations.
• Improved Accounts: Refined account charts, balances, and overall layout.
• Better Document Preview: Added pinch and scroll-wheel zoom support.
• Improved Onboarding: Streamlined the experience for demo users.
• Bug fixes and improvements. 2.25.5 9h ago • Enhanced Transactions: More columns, line items, itemized views, and editable tags/notes/locations.
• Better Categorization: Dynamic merchant hints, quick access, and refined account charts.
• Org & Security: Added member management
• Bug fixes and improvements 2.25.4 Sep 14 • Transaction Classification: Easily mark transactions personal or business.
• Finsight AI & Groq Models: Context-aware Q&A, updated model ordering, and Groq support.
• Managed Portfolios: New waitlist access
• Improvements on receipt scanning 2.25.3 Sep 1 • Document & Receipt Scanning: Built-in mobile scanning with instant receipt preview and download.
• Performance & UI Upgrades: Faster message caching, clearer voice settings, and updated Chart of Accounts view.
• Bug Fixes and Stability Improvements 2.25.2 Aug 24 • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 Aug 17 - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025
version 2.25.4
posted on 2026-09-18
Version History • Enhanced Transactions: More columns, line items, itemized views, and editable tags/notes/locations.
• Better Categorization: Dynamic merchant hints, quick access, and refined account charts.
• Org & Security: Added member management
• Bug fixes and improvements 2.25.4 3d ago • Transaction Classification: Easily mark transactions personal or business.
• Finsight AI & Groq Models: Context-aware Q&A, updated model ordering, and Groq support.
• Managed Portfolios: New waitlist access
• Improvements on receipt scanning 2.25.3 Sep 1 • Document & Receipt Scanning: Built-in mobile scanning with instant receipt preview and download.
• Performance & UI Upgrades: Faster message caching, clearer voice settings, and updated Chart of Accounts view.
• Bug Fixes and Stability Improvements 2.25.2 Aug 24 • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 Aug 17 - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025
version 2.25.3
posted on 2026-09-11
Version History • Transaction Classification: Easily mark transactions personal or business.
• Finsight AI & Groq Models: Context-aware Q&A, updated model ordering, and Groq support.
• Managed Portfolios: New waitlist access
• Improvements on receipt scanning 2.25.3 Sep 1 • Document & Receipt Scanning: Built-in mobile scanning with instant receipt preview and download.
• Performance & UI Upgrades: Faster message caching, clearer voice settings, and updated Chart of Accounts view.
• Bug Fixes and Stability Improvements 2.25.2 Aug 24 • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 Aug 17 - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025
version 2.25.3
posted on 2026-09-04
Version History • Transaction Classification: Easily mark transactions personal or business.
• Finsight AI & Groq Models: Context-aware Q&A, updated model ordering, and Groq support.
• Managed Portfolios: New waitlist access
• Improvements on receipt scanning 2.25.3 2d ago • Document & Receipt Scanning: Built-in mobile scanning with instant receipt preview and download.
• Performance & UI Upgrades: Faster message caching, clearer voice settings, and updated Chart of Accounts view.
• Bug Fixes and Stability Improvements 2.25.2 Aug 24 • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 Aug 17 - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025
version 2.25.1
posted on 2026-08-22
Version History • Finsight Voice Mode: Talk & listen to manage tasks hands-free
• Enhanced Security: Passkeys, MFA & biometric login
• Dark Mode support for home overview widgets
• AI receipt scanning & OCR upgrades
• UI & performance improvements 2.25.1 5d ago - Voice dictation and text-to-speech in Finsight chat
- Scan receipts and PDF statements to auto-fill transactions
- Sign in with passkeys
- Add accounts manually and create cash accounts
- Use your own OpenAI-Compatible inference provider in Finsight
- New home screen widget
- Fixed app dock on all pages
- Bug fixes and polish 2.25.0 Aug 12 Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025 - NEW: redesigned UI
- NEW: ability to toggle biometric authentication
- FIX: ui glitches and bugs 2.12.0 07/14/2025 - Support for broker accounts and investment portfolios
- Enhanced CSV upload with auto detection of transfers, duplicates, categorization and polarity inversion
- Enhanced budgeting features 2.11.0 06/04/2025
version 2.24.2
posted on 2026-07-25
Version History Bug fixes and improvements 2.24.2 Jul 12 • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025 - NEW: redesigned UI
- NEW: ability to toggle biometric authentication
- FIX: ui glitches and bugs 2.12.0 07/14/2025 - Support for broker accounts and investment portfolios
- Enhanced CSV upload with auto detection of transfers, duplicates, categorization and polarity inversion
- Enhanced budgeting features 2.11.0 06/04/2025 - NEW: Transaction in/out visualization 2.10.1 04/08/2025 - NEW: Finsight virtual AI chat assistant
- FIX: Minor issues 2.10.0 03/31/2025
version 2.24.0
posted on 2026-07-09
Version History • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 Jun 26 - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025 - NEW: redesigned UI
- NEW: ability to toggle biometric authentication
- FIX: ui glitches and bugs 2.12.0 07/14/2025 - Support for broker accounts and investment portfolios
- Enhanced CSV upload with auto detection of transfers, duplicates, categorization and polarity inversion
- Enhanced budgeting features 2.11.0 06/04/2025 - NEW: Transaction in/out visualization 2.10.1 04/08/2025 - NEW: Finsight virtual AI chat assistant
- FIX: Minor issues 2.10.0 03/31/2025 - FIX: Google Login not working
- FIX: Show subscription manage url 2.9.1 03/06/2025
version 2.24.0
posted on 2026-06-30
Version History • Enhanced Reporting: Added basis selection for Profit/Loss and Cash Flow reports, and improved PDF exports.
• Tax Automation: Auto-detect and manage tax jurisdictions with per-organization overrides.
• Better Portfolio Views: Updated heatmaps and pie charts to exclude cash for cleaner metrics.
• UI Improvements: Smoother transactions, adaptive dialog sheets, and persistent scroll positions. 2.24.0 4d ago - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 May 29 - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025 - NEW: redesigned UI
- NEW: ability to toggle biometric authentication
- FIX: ui glitches and bugs 2.12.0 07/14/2025 - Support for broker accounts and investment portfolios
- Enhanced CSV upload with auto detection of transfers, duplicates, categorization and polarity inversion
- Enhanced budgeting features 2.11.0 06/04/2025 - NEW: Transaction in/out visualization 2.10.1 04/08/2025 - NEW: Finsight virtual AI chat assistant
- FIX: Minor issues 2.10.0 03/31/2025 - FIX: Google Login not working
- FIX: Show subscription manage url 2.9.1 03/06/2025
version 2.23.0
posted on 2026-06-03
Version History - Advanced Accounting & Automation
- Upgraded Inventory & Invoices
- Enhanced & Granular Subscriptions
- MCP Integration
- Polished UI & Bug Fixes 2.23.0 4d ago - Enhanced Finsight. Now with visual chart and other artifact support for better analytical breakdown.
- Improved dock to be more adaptive. 2.22.1 Apr 9 - Customer and Invoice integration. Create, manage, verify Customer and invoices.
- Collect payments through invoices, one time and even recurring!
- Reimagined app navigation. App Dock and Launchpad for navigating to apps and integrations. 2.22.0 Apr 4 - Bug fixes and improvements 2.21.2 Mar 15 - Minor bug fixes 2.21.1 Mar 10 Bug fixes and improvements 2.21.0 Mar 2 Bug fixes and improvements 2.20.2 Jan 25 Bug fixes and improvements 2.20.1 Jan 21 * New budget transactions section with date-based filtering in Calendar heatmap.
* Fixed account deletion issue.
* Fixed balance calculation.
* Fixed CSV import to support case-insensitive key lookup. 2.20.0 Jan 5 * Improved: User-friendly error messages for connectivity issues
* Improved: More reliable update checks on iOS with better error handling and GitHub API integration 2.19.1 12/26/2025 * New: GoCardless integration for connecting EU bank accounts
* New: Manual transaction refresh with UI integration
* New: Currency conversion support across Budgets and Insights with UI enhancements
* Improved: Better responsiveness for model selection and setup guide dialogs on mobile and compact screens
* Improved: Enhanced transaction filtering on the Transaction screen
* Improved: Consistent date format (MM/dd/yyyy) across the app 2.19.0 12/21/2025 * FEAT: Custom LLM model selection with user-provided API keys Support
* FEAT: Improved portfolio visualization features
* FEAT: Improved error descriptions 2.18.0 12/07/2025 - minor bug fixes and improvements 2.17.1 12/02/2025 –New income–expense trends and smoother Budget & CashFlow navigation
–Added market insights in invest page
–Improved bill detection
–Upgraded price chart with new views and faster, more reliable data
–Cleaner dashboards with improved business-user logic and notification controls 2.17.0 11/16/2025 Enhanced Insights Dashboard with smarter categorization and analytics.
Added Calendar Heatmap to track income and expenses visually.
Introduced Push Notifications for upcoming bills and reminders.
Added Login Activity and Device Management for better security.
Improved design and smoother app experience. 2.16.0 11/10/2025 - NEW: New Student, Personal, Startup and Small Enterprise Dashboards are here, featuring real-time net worth, cashflow and KPIs that matter.
- NEW: Introducing Trading powered Interactive Broker (Paper Money)
- NEW: Trade with Robo-Advisor: Get smart, automated portfolio recommendations instantly!
- NEW: Added powerful Portfolio Analysis and Backtest tools to help you strategize.
- NEW: Seamlessly edit and categorize your financial data with the new Multi-step CSV Editor. 2.15.0 10/20/2025 - NEW: Budget calendar heatmap
- FIX: Account screen inaccurate account attributes
- FIX: Welcome screen loop after Try Demo 2.14.0 09/08/2025 - Minor bug fix and small improvements 2.13.1 08/13/2025 - NEW: CSV import now supports a running balance column.
- NEW: Duplicate transactions are now detected with clear visual indicators to help you review your data.
- FIX: Issues with the edit transaction form not submitting and an inaccurate back button on the transaction screen.
- FIX: Net worth charts now display accurate percentage changes and correct points. Liability, equity, and expense accounts are also now shown correctly.
- FIX: CSV import is now faster, especially for large files. We've also added support for different transaction types, improved how we handle debit and credit amounts, and fixed encoding issues.
- FIX: Users in dark mode can now successfully scan QR codes for 2-factor authentication. 2.13.0 08/10/2025 - NEW: redesigned UI
- NEW: ability to toggle biometric authentication
- FIX: ui glitches and bugs 2.12.0 07/14/2025 - Support for broker accounts and investment portfolios
- Enhanced CSV upload with auto detection of transfers, duplicates, categorization and polarity inversion
- Enhanced budgeting features 2.11.0 06/04/2025 - NEW: Transaction in/out visualization 2.10.1 04/08/2025 - NEW: Finsight virtual AI chat assistant
- FIX: Minor issues 2.10.0 03/31/2025 - FIX: Google Login not working
- FIX: Show subscription manage url 2.9.1 03/06/2025 - migration to crosspay sdk for better in app subscription (StoreKit V2) support 2.9.0 02/26/2025
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