Building in public
A running record of what we're improving, why it matters, and where we're headed next. Have an idea? Tell us what would make your budget easier to use.
The sync status now explains when the connected balance differs from EnvelopeBudget, shows the difference and pending-transaction context, and points you toward reviewing transactions or using Reconcile.
Budget export and import now preserve more of your data and roll back safely when an import cannot complete, making migrations and backups more dependable.
Account notes now persist correctly and appear on web account forms, giving you a place to keep useful context alongside the account itself.
Mobile envelope reads and transaction columns were corrected so important budget and transaction information stays visible and accurate on smaller screens.
We fixed balance calculations and visibility in envelope selectors so assigning money feels less like guesswork, especially when categories are hidden or filtered.
AI transaction categorization now takes a review-first approach, giving you a chance to confirm suggestions before they affect your envelopes.
Subscribers can now manage their plan and switch between available billing options through a self-serve billing experience.
We improved account-sync error handling and added layered protection against automated signup abuse without putting unnecessary friction in front of real users.
YNAB transaction imports now handle asynchronous uploads and date parsing more reliably, reducing surprises when bringing existing history into EnvelopeBudget.
We repaired signup account creation and improved deployed-version tracking so new accounts start cleanly and the running app is easier to verify.
We restored and tightened the SimpleFIN sync flow, account archive behavior, and authentication for sync endpoints so connected accounts behave more consistently.
Notes attached to envelopes now appear in the savings-goals report, making the reason behind a category easier to remember while planning.
The transactions view now uses continuous loading instead of traditional pagination, making it easier to move through a long history.
High-confidence duplicate transactions from bank sync can now be merged automatically, with matching rules tuned for real-world timing differences such as credit-card settlement.
Credit-card payments and debt envelopes now stay in sync more reliably, including automatic debt-envelope adjustments and better handling of existing balances.
Debt accounts can now carry the metadata and envelope connections needed for linked payoffs and transfer-based debt payments.
EnvelopeBudget now supports passkey authentication, with follow-up fixes for mobile compatibility and sign-in timing.
The account audit gained diagnostics, Fix All actions, reconciliation improvements, and clearer balance overviews for finding and correcting discrepancies.
Account balance calculations now distinguish pending activity more precisely, helping you understand what is available before every transaction has cleared.
Savings-goal shortcuts and a monthly-budget action make it faster to fund the categories that matter most.
A new income-versus-expense report gives you a clearer view of how money is flowing through your budget.
EnvelopeBudget now calls out possible duplicate transactions with a visible notification, so cleanup does not depend on noticing every duplicate yourself.
The mobile app gained comprehensive budget management, bringing more of the everyday planning workflow to your phone.
You can now find the corresponding side of a transfer more easily, while account balances and transaction ordering stay consistent.
Transactions can now be linked as transfers, making money movement between accounts easier to represent accurately.
Nightly SimpleFIN syncing keeps connected accounts more current without requiring you to remember to pull transactions manually.
Multi-user budgets with role-based access control let households collaborate while keeping control over who can view or change budget data.
An envelope setup wizard helps empty budgets get off the ground with a useful starting structure instead of a blank screen.
Internationalization support and German translations make the budgeting experience more accessible to more households.
We addressed a server-side request forgery risk in the SimpleFIN token exchange and tightened the surrounding deployment and dependency safeguards.
The transaction inbox gained clearer counts and an Apply Matches action so reviewing imported activity is quicker.
Transactions can now be merged with details, search support, and an undo option, helping clean up duplicates without losing confidence.
Budget health checks and alerts highlight issues such as debt-envelope mismatches before they quietly grow.
Payee rules now support envelope assignment and renaming, while recent transactions and filtering make the payee workflow easier to manage.
The EnvelopeBudget Amazon Sync Chrome extension can bring Amazon order information into your transaction workflow, with progress indicators and refresh support.
Adding an account now creates a clear initial-balance transaction and keeps it out of spending reports, giving new budgets a cleaner starting point.
Envelopes now support soft deletion with transaction checks, protecting history while keeping old categories out of the way.
SimpleFIN transaction handling now checks linked accounts and provides clearer setup behavior when connecting an account.
EnvelopeBudget is independently built, and real user feedback directly influences what gets shipped.