Reliability
Android release builds launch reliably
The Android release build now preserves the background-work and database classes it needs at startup, preventing a release-only crash that could stop the app from opening.
Building in public
What's new in EnvelopeBudget
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.
Mobile
Face ID and easier reconciliation on iPhone
The iOS app can now use Face ID to unlock EnvelopeBudget. On the Reconcile screen, the action stays above the keyboard, and tapping outside the amount field or dragging the page dismisses the number pad.
Reliability
SimpleFIN accounts no longer double-count existing history
When you add a SimpleFIN account without choosing an import date, EnvelopeBudget starts from the bank's current balance and imports only today's activity and pending holds. Older history already included in that balance is not counted again, keeping the ledger and Unallocated Funds aligned.
Product
Amazon Sync now supports Amazon.ca
Choose Amazon.com or Amazon.ca in Profile → Integrations, then match Canadian orders from the transaction inbox. The EnvelopeBudget extension remembers the storefront and reads Canadian-dollar amounts.
Product
Plaid bank connections are now available
Connect supported banks through Plaid, choose which accounts to add, and keep them syncing in EnvelopeBudget. The connection flow includes reconnect guidance when a bank needs you to sign in again.
Mobile
A guided mobile setup wizard helps you build your first budget
The mobile app now walks you through goals, accounts, bank connections, envelopes, and funding in a resumable setup flow, with suggested starting envelopes and progress that follows you across devices.
Product
Connect the accounts you want in fewer clicks
When connecting SimpleFIN or Plaid, you can now select all available accounts or clear the selection before choosing what belongs in your budget.
Developers
Connect an assistant with browser sign-in
MCP now supports OAuth 2.1 and dynamic client registration. Choose budgets, keep access read-only by default, explicitly approve optional categorization permissions, and revoke connections without replacing an API key.
Reliability
Failed YNAB ZIP imports no longer leave an empty budget behind
YNAB ZIP imports now roll back as one operation when the file is rejected or the import fails. An unsuccessful upload will not leave an empty budget created from the ZIP filename.
Reliability
Credit-card transaction saves recover cleanly after deleted payment envelopes
Saving or bulk-assigning credit-card transactions no longer gets stuck when a linked payment envelope was previously deleted. EnvelopeBudget now handles that edge case safely so the transaction workflow can continue instead of returning a server error.
Reliability
Account Audit now explains discrepancies without changing your transactions
Account Audit now calculates balances from the ledger on the server, includes closed accounts, and explains what is behind a mismatch. Recalculate an account's saved balance when needed without creating a new adjustment transaction, and review the reconciliation details before acting.
Product
Family & Team access now works with separate logins and per-budget permissions
Invite household or team members with their own login, grant access to only the budgets they need as viewers or editors, and manage invitations, budget access, and shared-plan coverage from Family & Team. See the screenshot walkthrough at envelopebudget.com/blog/family-team-budget-sharing/.
Product
Repeating transactions can prepare your register ahead of time
Create schedules for bills, paychecks, transfers, and other recurring transactions. EnvelopeBudget previews upcoming dates, adds occurrences to the register before they are due, and can match them to imported bank activity.
Product
Plan your debt payoff in Debt Center
Debt Center brings your credit cards, loans, and manual debts into one place. Track balances and progress, compare snowball and avalanche payoff plans, see your projected debt-free date, and keep a printable milestone view.
Mobile
Android sign-in errors now tell you what to do
The Android app now shows a clearer message when Google sign-in cannot be completed, including when this build still needs its Google configuration, so you know whether to try again or wait for setup.
Product
Display your budget in the currency you use
Budget Settings now includes currency presets and a live preview for symbols, decimal places, and number separators. Your budget, reports, inputs, and payee rules use the selected format, including South African rand and other common currencies.
Mobile
EnvelopeBudget is now on the App Store
The iPhone and iPad app is out of TestFlight and available on the App Store, so you can install it like any other app and get updates automatically. Android is on Google Play.
Reliability
Switching budgets no longer leaves old accounts on screen
Account and budget-health loading now keeps the latest budget’s data in control, so a slower response from a budget you just left cannot replace the accounts or health information for the budget you are viewing.
Product
Restore or permanently remove accounts from the sidebar
Archived accounts now remain available in an Archived section, where you can unarchive them or permanently delete an account after reviewing what will be removed. Permanent deletion explains the transaction and transfer impact before requiring the account name for confirmation.
Product
Set up transfers before the bank import arrives
If one side of a transfer has not imported yet, you can add a pending transfer to the other account. When the matching bank transaction arrives, EnvelopeBudget claims the pending transfer instead of leaving you to rebuild the link manually.
Product
Choose where SimpleFIN history begins
When adding accounts from an existing SimpleFIN connection, you can now choose an optional start date. EnvelopeBudget brings in the history from that date and calculates the opening balance so you can avoid pulling in older transactions you do not need.
Product
The profile menu stays usable on smaller screens
On phones, the profile menu remains visible and usable instead of being pushed off-screen, making account actions easier to reach.
Reliability
Re-adding a SimpleFIN account avoids duplicate connections
SimpleFIN linking now reuses the right account when a connection is restored or added again, while concurrent links and duplicate connection identifiers are handled safely instead of producing duplicate accounts or a server error.
Reliability
Transaction matching and reconciliation are safer
Matching now points to the relevant bank transaction, considers only cleared and posted candidates, and avoids counting bank activity twice. Duplicate edits return a clear validation response instead of an unexplained server error, and merged transaction undo keeps the import information intact.
Mobile
The mobile budget now covers more of your everyday workflow
The refreshed mobile app brings allocation, envelope actions, payees, bank sync, budget health guidance, and a faster transaction inbox into one more complete budgeting experience, with clearer balances and quick fixes when something needs attention.
Product
Payee logos make the register easier to scan
Payees can now show a logo or colored initials in the transaction register, Payees list, and payee drawer. Logos can come from bank data or a payee website, are cached by EnvelopeBudget, and can be hidden or corrected from the payee form.
Reliability
Transaction matching keeps separate bank charges separate
Automatic matching now pairs imported transactions only with eligible manual entries, so two genuine bank charges with the same amount are not accidentally merged. Merging and undoing a merge also keep account, cleared, envelope, and credit-card balances aligned.
Reliability
Budget import and Envelope Amnesty actions work again
The budget import and Envelope Amnesty actions now reach their intended endpoints instead of being intercepted by a similarly shaped budget URL, so these workflows no longer return a method-not-allowed error.
Reliability
Common budget errors now fail more gracefully
Allocation plans, account transaction pages, and debt-envelope actions now handle missing or unexpected records without an unexplained server error, so everyday budgeting has a clearer path forward when data needs attention.
Product
Clearing the transaction inbox takes fewer steps
The transaction inbox now combines inline editing, search suggestions, quick filters, keyboard shortcuts, bulk actions, mobile-friendly cards, projected envelope balances, and one-click archiving for ready transactions.
Product
Envelope and payee organization is more flexible
You can drag accounts, envelopes, and categories into the order you prefer, cover overspending directly from Unallocated, and manage payee drawers with amount-based envelope rules and automatic assignment for unassigned transactions.
Product
Amazon orders can sync from the transaction inbox
With the EnvelopeBudget Chrome extension installed, the web app can scan Amazon order history, match purchases to inbox transactions, show progress and unmatched charges, and apply item names to memos through an undoable action. You can turn the integration off in Profile.
Reliability
Bank connection results are easier to understand
SimpleFIN and Plaid pulls now report their outcomes in a dedicated status view, handle connected accounts more efficiently, and provide clearer connection and recovery flows when a sync needs attention.
Product
The rebuilt EnvelopeBudget app is here
Every screen was rebuilt for speed and reliability, with a guided three-minute setup, a getting-started checklist, bank sync that accounts for pending and uncleared transactions and points to any mismatch, a reconcile preview, and Amazon Sync right from the inbox. Read the full announcement at envelopebudget.com/blog/new-envelopebudget-app/.
Product
Envelope transfers return the balances you just changed
After moving money between envelopes, the web and mobile budget now receive the saved source, destination, and category balances immediately, so the screen reflects the change without stale numbers.
Mobile
Mobile membership plans explain what you get
The mobile membership screen now clearly describes the features included with monthly, annual, and lifetime access, so you can compare the options with the benefits in view before choosing a plan.
Reliability
Missing envelopes no longer crash transaction actions
If a transaction points to an envelope that no longer exists, EnvelopeBudget now treats it as unassigned and lets you continue. Invalid envelope choices return a clear message instead of an unexpected server error.
Product
Unallocated funds are easier to understand on web and mobile
The web budget now explains what raises or lowers Unallocated Funds, and mobile shows the ready-to-assign balance directly on the envelopes screen. The balance also stays tied to the budget you are viewing when you switch budgets.
Mobile
Google sign-in works more reliably on Android
Android Google sign-in now checks the correct server audience, while new Google-login budgets receive their default settings correctly. This removes two setup failures that could block a new account from reaching its budget.
Reliability
Debt-balance actions explain when a transfer is needed
For a debt envelope without a linked account, EnvelopeBudget now explains why Accept Debt Balance is unavailable and points you to a transfer instead of showing a generic server-error alert.
Reliability
Invalid budget changes explain what needs fixing
Malformed budget imports, oversized account balances, and invalid envelope-category references now return clear validation messages instead of unexpected server errors. Failed imports and account creation roll back cleanly without partial data.
Reliability
Reconnect SimpleFIN without rebuilding linked accounts
When a SimpleFIN credential is revoked or deleted, EnvelopeBudget now identifies the connection problem and lets you reconnect it with a new setup token while preserving linked accounts and import settings. Shared connections also recover more safely.
Mobile
iOS Google sign-in configuration is restored
The iOS app now includes the configuration needed for Google sign-in to return to EnvelopeBudget correctly after authentication.
Reliability
Invalid budget imports show a clear validation error
Malformed or structurally incomplete budget export files now return a readable validation message instead of an unexpected server error, so you know the file needs attention.
Product
Duplicate payee names explain what needs fixing
If you try to rename or create a payee using a name that already exists in the budget, EnvelopeBudget now keeps the change safe and shows the specific conflict instead of a generic error.
Reliability
Bank connection emails now open a complete setup page
The bank-sync link in onboarding email 3 now opens a full account-connection page with the available setup options, rather than sending you to a missing or partial screen.
Reliability
Onboarding bank-connection emails go to the right setup page
The onboarding email for connecting a bank now takes you directly to the SimpleFIN setup flow, so you can connect an account without landing on a general settings page or searching for the right screen.
Product
Archive split transactions directly from the register
You can now archive an eligible split transaction from its register row, without first selecting it for a bulk action. The row action follows the same cleared and envelope rules as bulk archive.
Mobile
Mobile loading errors now give you a way forward
Mobile requests now time out and retry instead of hanging indefinitely. If budgets still cannot load, the app shows a clear error with Try Again and Log Out options, while accounts with no budgets get a straightforward Create Budget prompt.
Product
Split transaction editing keeps your place
When you edit a split transaction, typing in an envelope or amount field now keeps the field focused, and split rows stay in the order you expect. Adding another split also places the cursor where you can continue.
Product
Tell us when a help article misses the mark
Help articles and videos now let you mark whether they were useful. If something is confusing or missing, you can add a comment that goes straight to the EnvelopeBudget team.
Reliability
Transfers preserve their cleared status
Creating or editing a transfer now keeps the cleared or uncleared state on both sides, so your register and account balances stay aligned with what has actually cleared.
Reliability
YNAB imports calculate account balances automatically
When you migrate a YNAB export, EnvelopeBudget now derives each account balance and cleared balance from the imported transaction history, giving your new budget a more accurate starting point.
Product
Arrange accounts in the order that makes sense to you
Budget editors can now drag accounts, credit cards, loans, and investments into a personal sidebar order. New accounts and envelopes are appended to the bottom instead of unexpectedly reshuffling your workflow.
Product
See your transactions on a calendar
The new Transaction Calendar gives you a day-by-day view of your budget activity, with monthly inflow, outflow, and net totals. Select any date to open those transactions in the register.
Product
Rename your budgets from Settings
Budget owners and editors can now rename a budget directly from its Settings page, so the name shown in the budget selector and throughout EnvelopeBudget stays useful as your plans change.
Reliability
Envelope transaction details stay tied to the right envelope
Recent transactions and full transaction lists now identify an envelope by its ID instead of its name, so envelopes with similar names no longer risk showing mixed transaction details.
Mobile
Android Google sign-in reaches the right account
Android sign-in now requests the server audience expected by EnvelopeBudget, making Google authentication more reliable while still allowing self-hosted builds to provide their own client ID.
Reliability
Credit-card payment adjustments no longer duplicate
Credit-card payment and debt-envelope handling now prevents the same adjustment from being applied twice, keeping debt balances and envelopes aligned when payment transactions change or are removed.
Product
Reuse a SimpleFIN connection across your budgets
If you use SimpleFIN with more than one budget, you can now reuse an existing connection instead of creating another setup token. EnvelopeBudget fetches shared account data once, applies each budget’s date settings separately, and keeps the connection credentials on the server.
Reliability
Homepage sign-in redirects no longer loop
The homepage now checks whether your session is genuinely signed in instead of relying on a browser cookie that can exist for anonymous visitors, preventing a redirect loop back to the login page.
Developers
Let a trusted agent categorize your inbox
EnvelopeBudget MCP v1.2 stays read-only by default. Separate key permissions can resolve existing suggestions or categorize recently reviewed inbox transactions with signed stale-state checks, idempotency, durable attribution, and one batch Undo.
Developers
Review your budget with compatible AI assistants
EnvelopeBudget MCP v1.0.0 is live in the official MCP Registry with 11 read-only tools. A dedicated developer API key lets compatible assistants review authorized budgets without permission to change financial data.
Mobile
iOS sign-in no longer waits forever
The iOS sign-in flow now times out gracefully when the server does not respond, shows a useful retry message, and handles membership checks more reliably.
Developers
API docs now use a branded Scalar theme
The public API reference at /api/docs now uses Scalar instead of Swagger UI. Search, copy language-specific request samples, and try calls from a page that matches EnvelopeBudget.
Product
Undo appears right after reversible changes
After you archive, delete, merge, create, edit, split, allocate, or transfer, the Undo control now appears immediately so you can reverse the change while it is fresh. Older actions no longer bring back a stale Undo message on every page load.
Product
Your trial status stays visible without taking over the screen
Trial members now see a compact status pill beside the budget selector with the days remaining and the $60 Lifetime option. It stays available without covering the page or needing to be dismissed repeatedly.
Product
Imported transfers link themselves automatically
When a bank import matches a transfer you already marked, EnvelopeBudget now links the two sides automatically when the account, amount, and date all agree. Ambiguous matches stay available for your review.
Mobile
Delete your account from mobile
The mobile app now includes account deletion in Settings. Type DELETE to confirm, and your account and data are permanently removed while shared budgets remain protected.
Accessibility
Transaction actions are easier to understand
Transaction-register actions now show clearer, keyboard-friendly explanations when you hover or focus them, so icons such as clear, archive, merge, and copy are easier to use.
Product
Undo stays available without crowding your screen
The Undo control now fades away after a few seconds while keyboard undo remains available, so you can reverse recent changes without a permanent floating control in the way.
Reliability
Account deletion is clearer and more dependable
Account deletion now works from the expired-trial paywall, explains how many budgets, accounts, and transactions will be removed, and avoids failures caused by stale browser assets.
Product
Bring family and team budgets together
Family/Team accounts let an owner invite members, manage access, and view the budgets connected to the household or team from one place.
Reliability
SimpleFIN setup points to the right connection flow
The onboarding message now takes you directly to the SimpleFIN connection screen, so connecting an account does not leave you searching through settings.
Reliability
New budgets start without an old database error
We removed obsolete budget fields that could block new budget creation, making signup and first-budget setup more dependable.
Reliability
Payee management no longer hits a server error
The payee management page now loads its income option correctly, so reviewing and managing payees no longer fails with an unexpected server error.
Mobile
Sign in on mobile with Apple or Google
Mobile sign-in now supports Apple and Google authentication, giving you a faster way into your budget while keeping account verification in place.
Mobile
Dark mode reaches more of the mobile budget
Dark mode now covers the main budget tabs and money flows, with clearer contrast and native iOS tab-bar behavior that keeps controls and content easier to use.
Product
Reports include split transactions in the right categories
Category reports now resolve envelope categories more reliably, including split transactions, so spending totals better reflect where your money was assigned.
Mobile
iOS reports and budget sharing feel more at home
iOS date pickers and budget-member dialogs now use native typography and controls, while tab-bar spacing and dark surfaces are handled more cleanly.
Product
Amazon Sync gives you more room to review matches
The Chrome extension is now wider, shows more matches at once, and can open in a full browser tab when you need more space. Your popup size is remembered for next time.
Product
Amazon memos stay yours during bank sync
Amazon Sync memos are no longer overwritten when a pending transaction clears through SimpleFIN. Matched transactions also stay in the inbox so you can assign envelopes yourself.
Product
What’s New is now inside EnvelopeBudget
You can now review recent product updates without leaving the app. The new What’s New page keeps improvements, fixes, and their user benefit in one place.
Reliability
Transaction errors explain what happened
Merge and transaction actions now validate common problems earlier and show clearer reasons when something cannot be completed. Expected validation responses no longer create unnecessary error alerts.
Product
Make the transaction register fit your workflow
You can now show, hide, and reorder transaction-register columns. Your layout is saved to your account, so the register follows your preferences across devices.
Product
Undo important budget actions
A new Undo action lets you reverse recent transaction and envelope changes from the web or mobile app, including creating, editing, deleting, archiving, and merging transactions.
Product
Start SimpleFIN imports from the date you choose
When connecting SimpleFIN, you can set an optional start date to keep older transactions out of a new budget. Transaction deletion is also clearer, with confirmation prompts and helpful register tooltips.
Product
Amazon Sync is safer and easier to control
The Amazon Sync extension now refreshes inbox data before matching, skips scans when there is nothing to match, lets you stop a scan while keeping results, and avoids bringing archived transactions back into the inbox.
Product
Income and credits are easier to tell apart
You can now mark an inflow as not income directly from the Income vs Expense report. That credit still reaches its envelope, but it no longer inflates income totals, and payee preferences can be remembered for future transactions.
Product
The transaction register stays easier to navigate
Register columns now adapt more cleanly to the available width, and keyboard navigation keeps the active transaction in view so reviewing a long list takes less scrolling.
Reliability
Budget and payee screens avoid two server errors
We fixed errors that could prevent accessible budgets from loading or break a payee transaction request, making those everyday screens more dependable.
Product
Transfer choices are clearer in the register
When entering or editing a transfer, the register now shows the correct Transfer to and Transfer from choices, including before an amount is entered.
Mobile
iOS membership and purchases are taking shape
The iOS app now includes a native membership screen, trial status, plan details, and Apple purchase and restore support.
Product
Account badges make transactions easier to scan
Accounts can now have a short abbreviation and color, with those badges available in the transaction register so account context is easier to recognize at a glance.
Product
Budget imports preserve more of your plan
Budget import now keeps more account, envelope, goal, allocation, transfer, and badge details, skips duplicate sync rows, and reuses linked payment envelopes instead of creating collisions.
Reliability
Unsubscribe links handle malformed tokens more safely
Newsletter unsubscribe handling now responds safely when a link contains an invalid token, so malformed links do not turn into an unexpected server error.
Reliability
Clearer SimpleFIN balance mismatch guidance
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.
Product
More complete budget export and import
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.
Product
Account notes are easier to keep with your accounts
Account notes now persist correctly and appear on web account forms, giving you a place to keep useful context alongside the account itself.
Mobile
A clearer envelope experience on mobile
Mobile envelope reads and transaction columns were corrected so important budget and transaction information stays visible and accurate on smaller screens.
Product
Envelope selectors show the right balances
We fixed balance calculations and visibility in envelope selectors so assigning money feels less like guesswork, especially when categories are hidden or filtered.
Product
Review AI suggestions before they change your budget
AI transaction categorization now takes a review-first approach, giving you a chance to confirm suggestions before they affect your envelopes.
Product
Manage your subscription from inside EnvelopeBudget
Subscribers can now manage their plan and switch between available billing options through a self-serve billing experience.
Reliability
More resilient account syncing and signups
We improved account-sync error handling and added layered protection against automated signup abuse without putting unnecessary friction in front of real users.
Reliability
More dependable transaction imports
YNAB transaction imports now handle asynchronous uploads and date parsing more reliably, reducing surprises when bringing existing history into EnvelopeBudget.
Product
Budgets stay safer across account changes
We repaired signup account creation and improved deployed-version tracking so new accounts start cleanly and the running app is easier to verify.
Reliability
SimpleFIN sync is more dependable
We restored and tightened the SimpleFIN sync flow, account archive behavior, and authentication for sync endpoints so connected accounts behave more consistently.
Product
Envelope notes are visible where you need them
Notes attached to envelopes now appear in the savings-goals report, making the reason behind a category easier to remember while planning.
Product
Transaction history is easier to browse
The transactions view now uses continuous loading instead of traditional pagination, making it easier to move through a long history.
Reliability
Bank-sync duplicates can be merged automatically
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.
Product
Credit-card debt stays connected to your plan
Credit-card payments and debt envelopes now stay in sync more reliably, including automatic debt-envelope adjustments and better handling of existing balances.
Product
Debt payments fit more naturally into envelopes
Debt accounts can now carry the metadata and envelope connections needed for linked payoffs and transfer-based debt payments.
Security
Passkey sign-in is here
EnvelopeBudget now supports passkey authentication, with follow-up fixes for mobile compatibility and sign-in timing.
Product
Account audit can help repair the tricky stuff
The account audit gained diagnostics, Fix All actions, reconciliation improvements, and clearer balance overviews for finding and correcting discrepancies.
Product
Pending and cleared balances are clearer
Account balance calculations now distinguish pending activity more precisely, helping you understand what is available before every transaction has cleared.
Product
Savings goals take fewer steps
Savings-goal shortcuts and a monthly-budget action make it faster to fund the categories that matter most.
Product
See income and expenses together
A new income-versus-expense report gives you a clearer view of how money is flowing through your budget.
Reliability
Duplicate transactions are easier to spot
EnvelopeBudget now calls out possible duplicate transactions with a visible notification, so cleanup does not depend on noticing every duplicate yourself.
Mobile
More of your budget is available on mobile
The mobile app gained comprehensive budget management, bringing more of the everyday planning workflow to your phone.
Product
Finding matching transfers is faster
You can now find the corresponding side of a transfer more easily, while account balances and transaction ordering stay consistent.
Product
Link transactions as transfers
Transactions can now be linked as transfers, making money movement between accounts easier to represent accurately.
Reliability
SimpleFIN can sync transactions nightly
Nightly SimpleFIN syncing keeps connected accounts more current without requiring you to remember to pull transactions manually.
Product
Share a budget with other people
Multi-user budgets with role-based access control let households collaborate while keeping control over who can view or change budget data.
Product
Starting a new budget is easier
An envelope setup wizard helps empty budgets get off the ground with a useful starting structure instead of a blank screen.
Accessibility
EnvelopeBudget can speak more languages
Internationalization support and German translations make the budgeting experience more accessible to more households.
Security
Stronger security around account connections
We addressed a server-side request forgery risk in the SimpleFIN token exchange and tightened the surrounding deployment and dependency safeguards.
Product
Inbox cleanup takes fewer steps
The transaction inbox gained clearer counts and an Apply Matches action so reviewing imported activity is quicker.
Product
Merge transactions with an undo path
Transactions can now be merged with details, search support, and an undo option, helping clean up duplicates without losing confidence.
Product
Budget health warnings surface problems sooner
Budget health checks and alerts highlight issues such as debt-envelope mismatches before they quietly grow.
Product
Payees can remember envelopes and rename rules
Payee rules now support envelope assignment and renaming, while recent transactions and filtering make the payee workflow easier to manage.
Product
Amazon purchases can flow into your budget
The EnvelopeBudget Amazon Sync Chrome extension can bring Amazon order information into your transaction workflow, with progress indicators and refresh support.
Product
Initial balances are handled explicitly
Adding an account now creates a clear initial-balance transaction and keeps it out of spending reports, giving new budgets a cleaner starting point.
Product
Envelopes can be archived more safely
Envelopes now support soft deletion with transaction checks, protecting history while keeping old categories out of the way.
Reliability
SimpleFIN account linking is clearer
SimpleFIN transaction handling now checks linked accounts and provides clearer setup behavior when connecting an account.
Reliability
Android release builds launch reliably
The Android release build now preserves the background-work and database classes it needs at startup, preventing a release-only crash that could stop the app from opening.
Mobile
Face ID and easier reconciliation on iPhone
The iOS app can now use Face ID to unlock EnvelopeBudget. On the Reconcile screen, the action stays above the keyboard, and tapping outside the amount field or dragging the page dismisses the number pad.
Reliability
SimpleFIN accounts no longer double-count existing history
When you add a SimpleFIN account without choosing an import date, EnvelopeBudget starts from the bank's current balance and imports only today's activity and pending holds. Older history already included in that balance is not counted again, keeping the ledger and Unallocated Funds aligned.
Product
Amazon Sync now supports Amazon.ca
Choose Amazon.com or Amazon.ca in Profile → Integrations, then match Canadian orders from the transaction inbox. The EnvelopeBudget extension remembers the storefront and reads Canadian-dollar amounts.
Product
Track ad-driven signups for better insights
We now report ad-driven signups to Google Ads, helping us understand the effectiveness of our marketing efforts and improve your experience with EnvelopeBudget.
Product
Track your budget insights with analytics
We added Slimlytics analytics to our server-rendered pages, allowing us to better understand user interactions and improve your budgeting experience over time.
Reliability
Improved account history accuracy
We resolved an issue that caused double-counting of transaction history for SimpleFIN accounts without a start date, ensuring your financial data is more accurate and reliable.
Product
Improved Chrome Web Store listing
We've updated the Chrome Web Store description to be more user-friendly and informative, ensuring you get a clear understanding of EnvelopeBudget's features. Additionally, we fixed an issue to ensure the eb-bridge.js file is included in the store zip.
Product
Prepare for the next app update
We completed the preparations for the upcoming 1.2.0 release, ensuring everything is set for new features and improvements to enhance your budgeting experience.
Product
Support for Amazon Canada orders
You can now sync your Amazon orders from amazon.ca, making it easier to track your spending across different regions. We also improved the default text style for better readability on iOS.
Product
Easier account selection for budgeting
You can now quickly select or deselect all your SimpleFIN and Plaid accounts at once, streamlining the setup process for your budgets. We also launched the Android app version 1.0.2 with various improvements.
Product
Plaid bank connections are now available
Connect supported banks through Plaid, choose which accounts to add, and keep them syncing in EnvelopeBudget. The connection flow includes reconnect guidance when a bank needs you to sign in again.
Mobile
A guided mobile setup wizard helps you build your first budget
The mobile app now walks you through goals, accounts, bank connections, envelopes, and funding in a resumable setup flow, with suggested starting envelopes and progress that follows you across devices.
Product
Connect the accounts you want in fewer clicks
When connecting SimpleFIN or Plaid, you can now select all available accounts or clear the selection before choosing what belongs in your budget.
Product
Gift Premium subscriptions easily
You can now gift free Premium subscriptions or Plaid access directly from the admin panel, making it easier to share the benefits of EnvelopeBudget with friends and family.
Product
Connect your bank automatically with Plaid
You can now link checking, savings, credit card and loan accounts through Plaid from Accounts → Connect, and new transactions flow into your budget automatically. Plaid works with thousands of US banks, including Chase, Bank of America, Capital One, Citi and U.S. Bank. Bank Sync is free during your trial, then $3/month or $30/year as an add-on (not included in lifetime plans). SimpleFIN is still available if you prefer it, and the mobile apps get Plaid in an upcoming update.
Product
Onboard easily with our new wizard
We've introduced a mobile onboarding wizard to help you set up your budget effortlessly. Plus, we've laid the groundwork for integrating Plaid, enhancing your budgeting experience with better financial data access.
Security
Enhanced security for admin access
We've implemented new security measures that restrict administrative access based on managed Workspace identity, ensuring that only authorized users can make critical changes. This helps protect your budget data more effectively.
Security
Enhanced security with MFA for admin
We've implemented multi-factor authentication for the Django admin and admin dashboard, adding an extra layer of security to protect your data and enhance overall account safety.
Developers
Connect an assistant with browser sign-in
MCP now supports OAuth 2.1 and dynamic client registration. Choose budgets, keep access read-only by default, explicitly approve optional categorization permissions, and revoke connections without replacing an API key.
Security
Improved OAuth consent experience
We've enhanced the appearance of the OAuth consent screen for a smoother user experience and ensured that browser CSRF headers are preserved for better security during authentication processes.
Security
Easier account connections with OAuth 2.1
We've implemented OAuth 2.1 with dynamic client registration, making it simpler and more secure for you to connect your accounts. This enhancement improves your experience while ensuring better protection for your data.
Reliability
Improved budget import reliability
We fixed an issue that left your budget empty if a zip import failed, ensuring you can rely on the import process to work smoothly without losing your data.
Reliability
Failed YNAB ZIP imports no longer leave an empty budget behind
YNAB ZIP imports now roll back as one operation when the file is rejected or the import fails. An unsuccessful upload will not leave an empty budget created from the ZIP filename.
Reliability
Credit-card transaction saves recover cleanly after deleted payment envelopes
Saving or bulk-assigning credit-card transactions no longer gets stuck when a linked payment envelope was previously deleted. EnvelopeBudget now handles that edge case safely so the transaction workflow can continue instead of returning a server error.
Reliability
Account Audit now explains discrepancies without changing your transactions
Account Audit now calculates balances from the ledger on the server, includes closed accounts, and explains what is behind a mismatch. Recalculate an account's saved balance when needed without creating a new adjustment transaction, and review the reconciliation details before acting.
Product
Family & Team access now works with separate logins and per-budget permissions
Invite household or team members with their own login, grant access to only the budgets they need as viewers or editors, and manage invitations, budget access, and shared-plan coverage from Family & Team. See the screenshot walkthrough at envelopebudget.com/blog/family-team-budget-sharing/.
Product
Repeating transactions can prepare your register ahead of time
Create schedules for bills, paychecks, transfers, and other recurring transactions. EnvelopeBudget previews upcoming dates, adds occurrences to the register before they are due, and can match them to imported bank activity.
Product
Plan your debt payoff in Debt Center
Debt Center brings your credit cards, loans, and manual debts into one place. Track balances and progress, compare snowball and avalanche payoff plans, see your projected debt-free date, and keep a printable milestone view.
Reliability
Improved saving for debt envelopes
We resolved an issue that could disrupt saving changes to debt envelopes, ensuring your budget updates are saved reliably and without errors.
Product
Dependency updates for improved performance
We updated several dependencies to enhance the overall performance and stability of the app, ensuring a smoother budgeting experience for you.
Product
Track ad signups with Meta Pixel
We've added a minimal Meta Pixel to help measure ad signups, allowing us to better understand and improve our advertising efforts. This enhancement will help us reach more users effectively.
Reliability
Upgrade to the latest urllib3 version
We've updated the urllib3 library to enhance performance and security, ensuring a smoother experience while using the app.
Product
Understand budget check discrepancies
We've improved the budget check feature to explain discrepancies instead of just overwriting unallocated amounts, helping you better understand your budget's status. Additionally, we made adjustments to ensure accurate payment-envelope trims and required evidence for excess removals.
Product
Improved account audit reports
We now compute account audit reports on the server side, ensuring more accurate results without unnecessary adjustments. This change enhances the reliability of your financial insights.
Security
Enhanced security for production access
We've implemented a zero-trust model for production access, significantly improving the security of your data and interactions within the app.
Product
Collaborate with shared budgets
You can now create and manage shared budgets with permission-based access, allowing multiple users to collaborate effectively while maintaining control over their budget data. This update enhances how you work together on finances.
Product
Family logins simplify account management
You can now use family logins as individual logins instead of separate accounts, making it easier to manage shared budgets and access. This change enhances your experience by streamlining how family members interact with the app.
Product
Collaborate with family on budgets
You can now share your budget with multiple users, allowing family members to log in and manage their own budgets while keeping access controlled. This makes it easier to collaborate on finances together.
Mobile
Android sign-in errors now tell you what to do
The Android app now shows a clearer message when Google sign-in cannot be completed, including when this build still needs its Google configuration, so you know whether to try again or wait for setup.
Product
Display your budget in the currency you use
Budget Settings now includes currency presets and a live preview for symbols, decimal places, and number separators. Your budget, reports, inputs, and payee rules use the selected format, including South African rand and other common currencies.
Mobile
EnvelopeBudget is now on the App Store
The iPhone and iPad app is out of TestFlight and available on the App Store, so you can install it like any other app and get updates automatically. Android is on Google Play.
Product
Improved family and team sharing
You can now send and receive invites for family and team sharing, ensuring that members can access their budgets seamlessly. This enhancement makes collaborating on budgets easier and more effective.
Reliability
Improved test reliability for deployments
We've implemented a per-process cache for test runs, which helps ensure that our deployments are more reliable and less prone to errors during testing. This change enhances our overall development process.
Product
Schedule your repeating transactions easily
You can now create and manage repeating transactions directly from the Transactions menu or calendar, making budgeting more efficient. We've also added a helpful article to guide you through using this new feature.
Product
New living debt strategies in Debt Center
We've introduced living debt snowball and avalanche strategies to help you manage your debts more effectively. You can now also edit starting balances, view last payment details, and see a breakdown of credit cards versus loans.
Security
Updated security for token handling
We upgraded the pyjwt library to enhance the security of our token handling, ensuring your data remains safe and protected during authentication processes.
Product
Enhanced budgeting insights with charts
We've introduced visual charts to help you better understand your spending patterns and budget performance. Additionally, we made various improvements to the app's overall stability and responsiveness for a smoother experience.
Product
Show money in your budget's currency
Amounts now display using your budget's currency settings, including British pounds, and we added a South African Rand preset. We also improved how numbers with custom separators are read and how report amounts are rounded.
Product
Correct lifetime price on signup page
We've updated the lifetime price on the affiliate signup page to reflect the correct amount of $60, ensuring clarity and accuracy for our users.
Mobile
Improved Google sign-in experience
We've clarified the error messages for Google sign-in on Android, making it easier for you to understand any issues. This update also includes new screenshots for the Google Play store to better showcase our app.
Reliability
Switching budgets no longer leaves old accounts on screen
Account and budget-health loading now keeps the latest budget’s data in control, so a slower response from a budget you just left cannot replace the accounts or health information for the budget you are viewing.
Product
Restore or permanently remove accounts from the sidebar
Archived accounts now remain available in an Archived section, where you can unarchive them or permanently delete an account after reviewing what will be removed. Permanent deletion explains the transaction and transfer impact before requiring the account name for confirmation.
Product
Set up transfers before the bank import arrives
If one side of a transfer has not imported yet, you can add a pending transfer to the other account. When the matching bank transaction arrives, EnvelopeBudget claims the pending transfer instead of leaving you to rebuild the link manually.
Product
Choose where SimpleFIN history begins
When adding accounts from an existing SimpleFIN connection, you can now choose an optional start date. EnvelopeBudget brings in the history from that date and calculates the opening balance so you can avoid pulling in older transactions you do not need.
Product
New accounts on existing bank links import history
When you add another account to a bank connection you already have, EnvelopeBudget now pulls in its past transactions too, with checks to avoid duplicates and keep amounts accurate.
Reliability
Automatic nightly backups for your data
We now back up the database every night with off-site copies and a safe admin restore process, and fixed several reliability issues in the backup system to keep your budget data better protected.
Reliability
More reliable transfers between accounts
We strengthened the accuracy of transfers and imports between accounts, fixing edge cases around balances, matching, and deleted accounts so your numbers stay consistent and correct.
Reliability
More forgiving account deletion confirmation
When confirming account deletion by typing your name, extra or inconsistent spacing no longer causes the confirmation to be rejected.
Reliability
Accounts stay in sync when switching budgets
We fixed an issue where account information could go stale after creating or switching to a different budget, so your accounts now reflect the correct budget right away.
Product
Restore archived accounts, delete for good
You can now restore archived accounts right from the sidebar, and permanently delete accounts you no longer need.
Reliability
Safer cleanup of inactive accounts
We improved how the system identifies and removes unverified signups and stale data, adding safeguards so shared budgets and their owners are protected before anything is deleted.
Reliability
Fewer duplicate imported transactions
We catch more duplicate SimpleFIN imports, even when they lack a standard import ID, and now show you the matching bank transaction when an edit would create a duplicate.
Reliability
Undo is now safe for merged transactions
We fixed transaction merging so undo fully restores your data and merged transactions keep their import ID, preventing mismatched or duplicate entries after a merge is undone.
Reliability
More accurate reconcile mismatch detection
Reconciliation now points to cleared, posted transactions as the likely cause of a mismatch and no longer double counts bank transactions in adjustments, so your reconciled balances stay accurate.
Reliability
Clearer error when editing a duplicate import
Editing a transaction that collides with an already-imported one now returns a proper error instead of a server crash, making imports more predictable.
Mobile
Profile menu stays on screen on mobile
We fixed the profile menu on phones so it no longer runs off the edge of the screen, making it easier to tap and navigate.
Reliability
More reliable SimpleFIN account syncing
We fixed an issue where linked bank accounts could get duplicated or cause sync errors when sharing the same institution connection, making account syncing more dependable.
Product
The profile menu stays usable on smaller screens
On phones, the profile menu remains visible and usable instead of being pushed off-screen, making account actions easier to reach.
Reliability
Re-adding a SimpleFIN account avoids duplicate connections
SimpleFIN linking now reuses the right account when a connection is restored or added again, while concurrent links and duplicate connection identifiers are handled safely instead of producing duplicate accounts or a server error.
Reliability
Transaction matching and reconciliation are safer
Matching now points to the relevant bank transaction, considers only cleared and posted candidates, and avoids counting bank activity twice. Duplicate edits return a clear validation response instead of an unexplained server error, and merged transaction undo keeps the import information intact.
Mobile
The mobile budget now covers more of your everyday workflow
The refreshed mobile app brings allocation, envelope actions, payees, bank sync, budget health guidance, and a faster transaction inbox into one more complete budgeting experience, with clearer balances and quick fixes when something needs attention.
Product
Payee logos make the register easier to scan
Payees can now show a logo or colored initials in the transaction register, Payees list, and payee drawer. Logos can come from bank data or a payee website, are cached by EnvelopeBudget, and can be hidden or corrected from the payee form.
Reliability
Transaction matching keeps separate bank charges separate
Automatic matching now pairs imported transactions only with eligible manual entries, so two genuine bank charges with the same amount are not accidentally merged. Merging and undoing a merge also keep account, cleared, envelope, and credit-card balances aligned.
Reliability
Budget import and Envelope Amnesty actions work again
The budget import and Envelope Amnesty actions now reach their intended endpoints instead of being intercepted by a similarly shaped budget URL, so these workflows no longer return a method-not-allowed error.
Reliability
SimpleFIN reconnections work smoothly again
Deleting and re-adding a SimpleFIN bank connection now restores your existing account instead of creating a duplicate, and the mobile app has been refreshed to match the web app's features.
Product
Better signup attribution
We now use UTM link data to understand how new users find EnvelopeBudget, so we've removed the old "how did you hear about us" question during signup for a quicker start.
Product
Payee logos from Plaid and Logo.dev
Payees now display logos automatically, making your transaction and envelope lists easier to scan at a glance. We also fixed underlying security and reliability issues found in the logo lookup process.
Reliability
Faster, more reliable app deployments
We added a timeout to a startup check so image builds no longer stall waiting on it, keeping deployments running smoothly.
Reliability
Faster, more efficient app updates
We sped up how new versions get deployed by skipping unnecessary steps, preparing files in advance, and checking app health more quickly, so updates roll out with less delay.
Reliability
More reliable local AI code review
The local AI review tool now handles binary and non-text files without crashing, and works more like familiar code review assistants by understanding your codebase and offering suggestions and summaries.
Reliability
Bank transaction merges no longer corrupt balances
We fixed a bug where separate bank charges were incorrectly auto-merged, which could throw off your account balances. Transactions now stay accurately separated.
Reliability
Fixed error on envelope amnesty and budget import
We fixed a server error that could block using Envelope Amnesty or importing a budget, so these actions now complete reliably.
Reliability
Common budget errors now fail more gracefully
Allocation plans, account transaction pages, and debt-envelope actions now handle missing or unexpected records without an unexplained server error, so everyday budgeting has a clearer path forward when data needs attention.
Product
Clearing the transaction inbox takes fewer steps
The transaction inbox now combines inline editing, search suggestions, quick filters, keyboard shortcuts, bulk actions, mobile-friendly cards, projected envelope balances, and one-click archiving for ready transactions.
Product
Envelope and payee organization is more flexible
You can drag accounts, envelopes, and categories into the order you prefer, cover overspending directly from Unallocated, and manage payee drawers with amount-based envelope rules and automatic assignment for unassigned transactions.
Product
Amazon orders can sync from the transaction inbox
With the EnvelopeBudget Chrome extension installed, the web app can scan Amazon order history, match purchases to inbox transactions, show progress and unmatched charges, and apply item names to memos through an undoable action. You can turn the integration off in Profile.
Reliability
Bank connection results are easier to understand
SimpleFIN and Plaid pulls now report their outcomes in a dedicated status view, handle connected accounts more efficiently, and provide clearer connection and recovery flows when a sync needs attention.
Product
The rebuilt EnvelopeBudget app is here
Every screen was rebuilt for speed and reliability, with a guided three-minute setup, a getting-started checklist, bank sync that accounts for pending and uncleared transactions and points to any mismatch, a reconcile preview, and Amazon Sync right from the inbox. Read the full announcement at envelopebudget.com/blog/new-envelopebudget-app/.
Reliability
Fewer server errors across the app
We fixed several bugs causing server errors, including issues with allocation plan names, unrecognized account links, and missing debt envelopes, making the app more reliable to use.
Reliability
Fixed error viewing email campaigns
We fixed a server error that could prevent the campaign admin list from loading once a campaign had sends.
Product
Send in-app broadcasts to users
Admins can now upload, preview, test, and send targeted announcements to chosen groups of users right from the admin panel.
Product
New broadcast email feature
We added a safe way to send broadcast emails to users, with built-in safeguards to keep announcements reliable and accurate.
Product
A redesigned app with smarter automation
We rewrote the app with cleaner page layouts for envelopes, payees, and the transaction register, added rules that auto-assign payees to envelopes, Amazon order sync, and drag-and-drop reordering, plus fixes for reload loops and sync errors.
Product
Envelope transfers return the balances you just changed
After moving money between envelopes, the web and mobile budget now receive the saved source, destination, and category balances immediately, so the screen reflects the change without stale numbers.
Reliability
Clearer errors on import and account setup
Budget import and add-account forms now show helpful, specific error messages instead of failing with a generic server error, making it easier to fix problems like invalid balance limits.
Reliability
Fewer errors when saving envelopes
We fixed a bug where certain envelope category references could cause a server error, making envelope saving more reliable.
Mobile
App Store compliance update for iOS
We updated the iOS app to clearly describe membership benefits on the paywall, keeping the app aligned with App Store requirements.
Reliability
iOS sign-in and import fixes
We restored Google Sign-In on iOS after a configuration issue and fixed budget imports so validation problems now show a clear error instead of crashing.
Security
Security update for third-party dependency
We updated an underlying library to address known security advisories, keeping your budget data safer without changing how you use the app.
Product
Edit user trial status right from admin
Admins can now update a user's trial membership directly from the user admin page, without leaving the list to make the change.
Product
Edit user profiles right from admin
Admins can now update a user's profile details inline on the user admin page without leaving the screen, making account management quicker.
Mobile
Mobile membership plans explain what you get
The mobile membership screen now clearly describes the features included with monthly, annual, and lifetime access, so you can compare the options with the benefits in view before choosing a plan.
Reliability
More reliable SimpleFIN bank connections
We fixed several sync issues with SimpleFIN-connected accounts, including clearer error messages for shared logins and safer handling of missing envelopes and credential changes, making reconnects and syncs more dependable.
Reliability
Missing envelopes no longer crash transaction actions
If a transaction points to an envelope that no longer exists, EnvelopeBudget now treats it as unassigned and lets you continue. Invalid envelope choices return a clear message instead of an unexpected server error.
Product
Unallocated funds are easier to understand on web and mobile
The web budget now explains what raises or lowers Unallocated Funds, and mobile shows the ready-to-assign balance directly on the envelopes screen. The balance also stays tied to the budget you are viewing when you switch budgets.
Mobile
Google sign-in works more reliably on Android
Android Google sign-in now checks the correct server audience, while new Google-login budgets receive their default settings correctly. This removes two setup failures that could block a new account from reaching its budget.
Reliability
Debt-balance actions explain when a transfer is needed
For a debt envelope without a linked account, EnvelopeBudget now explains why Accept Debt Balance is unavailable and points you to a transfer instead of showing a generic server-error alert.
Product
See your unallocated income at a glance
Unallocated income now appears on mobile and is explained on web, making it easier to see what's left to assign. We also fixed Android Google sign-in errors and made several screens return clearer messages instead of failing unexpectedly.
Reliability
Invalid budget changes explain what needs fixing
Malformed budget imports, oversized account balances, and invalid envelope-category references now return clear validation messages instead of unexpected server errors. Failed imports and account creation roll back cleanly without partial data.
Reliability
Reconnect SimpleFIN without rebuilding linked accounts
When a SimpleFIN credential is revoked or deleted, EnvelopeBudget now identifies the connection problem and lets you reconnect it with a new setup token while preserving linked accounts and import settings. Shared connections also recover more safely.
Mobile
iOS Google sign-in configuration is restored
The iOS app now includes the configuration needed for Google sign-in to return to EnvelopeBudget correctly after authentication.
Reliability
Invalid budget imports show a clear validation error
Malformed or structurally incomplete budget export files now return a readable validation message instead of an unexpected server error, so you know the file needs attention.
Product
Duplicate payee names explain what needs fixing
If you try to rename or create a payee using a name that already exists in the budget, EnvelopeBudget now keeps the change safe and shows the specific conflict instead of a generic error.
Reliability
Bank connection emails now open a complete setup page
The bank-sync link in onboarding email 3 now opens a full account-connection page with the available setup options, rather than sending you to a missing or partial screen.
Reliability
Static files load correctly in production
We fixed an issue that was preventing production static files from being served, ensuring pages and assets load properly for everyone.
Reliability
Onboarding bank-connection emails go to the right setup page
The onboarding email for connecting a bank now takes you directly to the SimpleFIN setup flow, so you can connect an account without landing on a general settings page or searching for the right screen.
Product
Archive split transactions directly from the register
You can now archive an eligible split transaction from its register row, without first selecting it for a bulk action. The row action follows the same cleared and envelope rules as bulk archive.
Mobile
Mobile loading errors now give you a way forward
Mobile requests now time out and retry instead of hanging indefinitely. If budgets still cannot load, the app shows a clear error with Try Again and Log Out options, while accounts with no budgets get a straightforward Create Budget prompt.
Product
Split transaction editing keeps your place
When you edit a split transaction, typing in an envelope or amount field now keeps the field focused, and split rows stay in the order you expect. Adding another split also places the cursor where you can continue.
Reliability
Smoother editing in split transactions
Typing in split transaction fields no longer loses focus mid-edit, so you can enter amounts without interruption. We also strengthened the security of our deployment process.
Product
Manually reorder accounts in the sidebar
You can now arrange accounts in the sidebar in whatever order makes sense to you, plus some backend security hardening.
Product
Tell us when a help article misses the mark
Help articles and videos now let you mark whether they were useful. If something is confusing or missing, you can add a comment that goes straight to the EnvelopeBudget team.
Reliability
Transfers preserve their cleared status
Creating or editing a transfer now keeps the cleared or uncleared state on both sides, so your register and account balances stay aligned with what has actually cleared.
Reliability
YNAB imports calculate account balances automatically
When you migrate a YNAB export, EnvelopeBudget now derives each account balance and cleared balance from the imported transaction history, giving your new budget a more accurate starting point.
Product
Arrange accounts in the order that makes sense to you
Budget editors can now drag accounts, credit cards, loans, and investments into a personal sidebar order. New accounts and envelopes are appended to the bottom instead of unexpectedly reshuffling your workflow.
Product
See your transactions on a calendar
The new Transaction Calendar gives you a day-by-day view of your budget activity, with monthly inflow, outflow, and net totals. Select any date to open those transactions in the register.
Reliability
Manual transfer state no longer resets
We fixed a bug where manually adjusted transfers could lose their state, so your transfer settings now stay as you set them.
Product
Send feedback on help articles and videos
You can now share feedback directly from help articles and videos, which gets emailed to our support team so we can improve the content you rely on.
Reliability
Envelope list order fixed
New envelopes and categories now appear at the bottom of their lists instead of being placed unpredictably, making it easier to find what you just added.
Reliability
More reliable YNAB imports
We fixed account balance calculations when importing budgets from YNAB, plus made some behind-the-scenes security improvements to keep your data safer.
Product
Expanded help article on transfers
We added more detail to the transfers help article explaining how transfers between envelopes and accounts work, making it easier to understand and use this feature.
Product
New transaction calendar view
You can now view your transactions on a calendar, with a fix to keep the sidebar aligned alongside it.
Security
Budgets renamed for clarity in settings
We renamed budgets within settings to make them easier to understand and manage, alongside security fixes addressing issues flagged during review.
Reliability
Envelope transactions stay properly scoped
We fixed an issue where envelope transaction details could be accessed by the wrong envelope, keeping your transaction history accurate and private.
Product
Rename your budgets from Settings
Budget owners and editors can now rename a budget directly from its Settings page, so the name shown in the budget selector and throughout EnvelopeBudget stays useful as your plans change.
Reliability
Envelope transaction details stay tied to the right envelope
Recent transactions and full transaction lists now identify an envelope by its ID instead of its name, so envelopes with similar names no longer risk showing mixed transaction details.
Mobile
Android Google sign-in reaches the right account
Android sign-in now requests the server audience expected by EnvelopeBudget, making Google authentication more reliable while still allowing self-hosted builds to provide their own client ID.
Reliability
Credit-card payment adjustments no longer duplicate
Credit-card payment and debt-envelope handling now prevents the same adjustment from being applied twice, keeping debt balances and envelopes aligned when payment transactions change or are removed.
Mobile
Fixed Google sign-in on Android
We resolved an issue that could prevent signing in with Google on the Android app, so you can log in reliably.
Reliability
No more duplicate credit card payment adjustments
We fixed an issue that could cause credit card payment adjustments to be applied more than once, keeping your envelope balances accurate.
Product
Reuse a SimpleFIN connection across your budgets
If you use SimpleFIN with more than one budget, you can now reuse an existing connection instead of creating another setup token. EnvelopeBudget fetches shared account data once, applies each budget’s date settings separately, and keeps the connection credentials on the server.
Security
Better security for connected bank accounts
We hardened shared SimpleFIN bank connections against a security issue and made it possible to reuse an existing connection across multiple budgets instead of setting one up again.
Reliability
Homepage sign-in redirects no longer loop
The homepage now checks whether your session is genuinely signed in instead of relying on a browser cookie that can exist for anonymous visitors, preventing a redirect loop back to the login page.
Developers
Let a trusted agent categorize your inbox
EnvelopeBudget MCP v1.2 stays read-only by default. Separate key permissions can resolve existing suggestions or categorize recently reviewed inbox transactions with signed stale-state checks, idempotency, durable attribution, and one batch Undo.
Reliability
Fixed homepage sign-in check
We fixed an issue that could prevent the homepage from correctly recognizing that you were signed in.
Reliability
Fix for MCP categorization crash
We fixed an issue where the MCP categorization tool could fail on transactions without an account, making automated categorization more reliable.
Product
Claude can now categorize your budget automatically
We added native support for AI agents to categorize transactions directly, making it easier to keep your envelopes organized with less manual work.
Reliability
Safer budget suggestions on PostgreSQL
We fixed a locking issue affecting MCP suggestions on PostgreSQL-backed budgets, preventing potential errors or conflicts when suggestions were generated.
Security
Finer control over MCP categorization access
We added scoped write permissions for MCP-based categorization, giving you more precise control over what automated categorization tools are allowed to change.
Developers
Review your budget with compatible AI assistants
EnvelopeBudget MCP v1.0.0 is live in the official MCP Registry with 11 read-only tools. A dedicated developer API key lets compatible assistants review authorized budgets without permission to change financial data.
Product
Connect your budget to AI tools
We added a read-only MCP server so you can link your budget data to AI assistants like Claude for insights, without any risk of changes being made. We also patched vulnerable dependencies in the mobile app.
Product
New API documentation experience
Our API docs now run on Scalar, giving developers a cleaner, easier-to-navigate reference for integrating with EnvelopeBudget.
Mobile
Sign-in no longer hangs on iOS
We fixed an issue that could cause sign-in to get stuck loading on iOS, and clarified how to access the free self-hosted version of the app.
Mobile
iOS sign-in no longer waits forever
The iOS sign-in flow now times out gracefully when the server does not respond, shows a useful retry message, and handles membership checks more reliably.
Developers
API docs now use a branded Scalar theme
The public API reference at /api/docs now uses Scalar instead of Swagger UI. Search, copy language-specific request samples, and try calls from a page that matches EnvelopeBudget.
Product
Fastlane-powered iOS App Store releases
We rebuilt our iOS release pipeline with fastlane for App Store submissions and fixed a couple of small interface annoyances: undo pills now dismiss right away, and the trial banner moved next to the budget selector without a distracting close button.
Reliability
Undo button only shows up when it matters
We fixed the undo pill so it only appears right after you take a reversible action, instead of lingering or showing at the wrong times.
Chores
Zero-downtime deploys
- chore: Deploys are now zero-downtime. Updates roll over to a freshly-booted version and switch cleanly, so the site no longer goes down during a release.
Product
Undo appears right after reversible changes
After you archive, delete, merge, create, edit, split, allocate, or transfer, the Undo control now appears immediately so you can reverse the change while it is fresh. Older actions no longer bring back a stale Undo message on every page load.
Product
Your trial status stays visible without taking over the screen
Trial members now see a compact status pill beside the budget selector with the days remaining and the $60 Lifetime option. It stays available without covering the page or needing to be dismissed repeatedly.
Product
Imported transfers link themselves automatically
When a bank import matches a transfer you already marked, EnvelopeBudget now links the two sides automatically when the account, amount, and date all agree. Ambiguous matches stay available for your review.
Mobile
Delete your account from mobile
The mobile app now includes account deletion in Settings. Type DELETE to confirm, and your account and data are permanently removed while shared budgets remain protected.
Accessibility
Transaction actions are easier to understand
Transaction-register actions now show clearer, keyboard-friendly explanations when you hover or focus them, so icons such as clear, archive, merge, and copy are easier to use.
Reliability
Imported transfers now link automatically
When you import transactions that represent a transfer between accounts, we now automatically connect the matching pair so your transfer history stays accurate without manual cleanup.
Product
Undo stays available without crowding your screen
The Undo control now fades away after a few seconds while keyboard undo remains available, so you can reverse recent changes without a permanent floating control in the way.
Reliability
Account deletion is clearer and more dependable
Account deletion now works from the expired-trial paywall, explains how many budgets, accounts, and transactions will be removed, and avoids failures caused by stale browser assets.
Product
Delete your account right in the app
You can now delete your account directly from within the app instead of contacting support, giving you more control over your data.
Reliability
Fixed sign-in with Apple
We fixed a bug that could interrupt signing in with Apple by ensuring the app correctly keeps track of your session during that process.
Reliability
Fixed HTTPS detection behind our proxy
We corrected how the server recognizes secure connections passed through our container proxy, helping keep links and security checks working correctly over HTTPS.
Reliability
Faster transaction action tooltips
We sped up the tooltips on transaction actions so they respond more quickly when you hover or tap.
Reliability
Login screen keeps your theme setting
Leaving the login page no longer resets your chosen theme, so your preferred look stays consistent throughout the app.
Reliability
Better cleanup and diagnostics for account issues
Deleting an account now clears all cookies and local storage for a cleaner sign-out, and social login failures are now logged so sign-in problems can be diagnosed and fixed faster.
Reliability
Faster loading after updates
Static assets now use version-based cache busting so you reliably get the latest files after an update, and we fixed a bug where a stale cached file could cause account deletion to fail on the paywall screen.
Mobile
Android app now uses the official app listing
We fixed the Android app to use its correct production identifier and streamlined our Google Play release process, ensuring you get genuine app updates smoothly.
Reliability
Smoother account deletion experience
We fixed an issue with the delete-account confirmation screen and now show you how much data will be removed, while cleaning up leftover data behind the scenes.
Reliability
Trial cancellations and undo prompts work smoothly
We fixed an issue that could stop you from confirming account deletion after a trial expired, and undo prompts now disappear automatically after a few seconds instead of lingering.
Product
Redesigned team menu, easier account deletion
Family accounts are now called Family/Team, with the menu moved into your profile dropdown for easier access. We also added an account deletion option directly on the trial-expired screen.
Product
Family accounts for shared budgets
Households can now create a family, invite members, and share subscription benefits across accounts, with a new web dashboard to manage members and budget access.
Reliability
Smoother signup and account deletion
We fixed social login links and streamlined the signup and account deletion flow, making those steps more reliable when creating or closing your account.
Product
Bring family and team budgets together
Family/Team accounts let an owner invite members, manage access, and view the budgets connected to the household or team from one place.
Reliability
SimpleFIN setup points to the right connection flow
The onboarding message now takes you directly to the SimpleFIN connection screen, so connecting an account does not leave you searching through settings.
Reliability
New budgets start without an old database error
We removed obsolete budget fields that could block new budget creation, making signup and first-budget setup more dependable.
Reliability
Onboarding connection button fixed
We fixed a broken button in the SimpleFIN setup flow during onboarding, so new users can connect their bank accounts without getting stuck.
Reliability
Payee management no longer hits a server error
The payee management page now loads its income option correctly, so reviewing and managing payees no longer fails with an unexpected server error.
Accessibility
Payee popup fully translated
Fixed a bug where the payee popup wasn't loading translations, so labels and text now display correctly in your chosen language.
Accessibility
Easier-to-read transaction form at night
The transaction entry form now uses dark surfaces properly, making it more comfortable to read and use in dark mode.
Mobile
Cleaner Team Members screen on iOS
We tidied up the text styling on the Team Members page in the iOS app for a more polished look.
Reliability
Fixed date picker text styling
We corrected a typography issue in the date picker so dates display with the correct look throughout the app.
Reliability
More accurate category reports
Category reports now correctly account for split transactions and resolve categories from envelopes, so your spending totals per category are accurate.
Mobile
iOS layout and login fixes
We fixed the iOS app so content no longer overlaps the tab bar and restored dark mode surfaces and login, making the app more usable and reliable on iPhone.
Reliability
Split transactions now included in category reports
Category reports now correctly account for split transactions, so your spending totals by category are accurate even when a purchase was divided across multiple envelopes.
Mobile
Sign in on mobile with Apple or Google
Mobile sign-in now supports Apple and Google authentication, giving you a faster way into your budget while keeping account verification in place.
Mobile
Dark mode reaches more of the mobile budget
Dark mode now covers the main budget tabs and money flows, with clearer contrast and native iOS tab-bar behavior that keeps controls and content easier to use.
Product
Reports include split transactions in the right categories
Category reports now resolve envelope categories more reliably, including split transactions, so spending totals better reflect where your money was assigned.
Mobile
iOS reports and budget sharing feel more at home
iOS date pickers and budget-member dialogs now use native typography and controls, while tab-bar spacing and dark surfaces are handled more cleanly.
Reliability
Report categories now match your envelopes
We fixed an issue where reports could show incorrect categories, so spending now lines up correctly with the envelopes you've assigned it to.
Reliability
More accurate transaction reports
Transaction reports now include envelope categories, so your spending breakdowns are complete and easier to trust.
Mobile
Refreshed mobile settings and dark mode
The iOS and Android apps got an updated settings screen, improved dark mode, and reworked iOS tabs for easier navigation.
Mobile
More sign-in options on mobile
You can now sign in with Apple, and Google sign-in is back for the mobile apps, giving you more ways to securely access your budget on your phone.
Product
Amazon Sync gives you more room to review matches
The Chrome extension is now wider, shows more matches at once, and can open in a full browser tab when you need more space. Your popup size is remembered for next time.
Product
Amazon memos stay yours during bank sync
Amazon Sync memos are no longer overwritten when a pending transaction clears through SimpleFIN. Matched transactions also stay in the inbox so you can assign envelopes yourself.
Product
What’s New is now inside EnvelopeBudget
You can now review recent product updates without leaving the app. The new What’s New page keeps improvements, fixes, and their user benefit in one place.
Reliability
Transaction errors explain what happened
Merge and transaction actions now validate common problems earlier and show clearer reasons when something cannot be completed. Expected validation responses no longer create unnecessary error alerts.
Product
Full View mode and remembered popup size
You can now switch to a Full View mode for a more spacious layout, and the popup window keeps the size you set it to between sessions.
Product
Chrome extension gets a smoother popup
The Chrome extension now shows a wider popup and detects more matching sites, plus other small refinements in this update.
Reliability
Amazon memos no longer disappear
Memos on Amazon transactions now survive when SimpleFIN data is cleared, and the browser extension no longer archives them unexpectedly.
Product
See what's new right in the app
We added a What's New page so you can browse recent updates and improvements without leaving EnvelopeBudget.
Reliability
Clearer error messages, less email noise
We improved error messages so you can see the real reason something went wrong, and stopped harmless email-related warnings from being flagged as errors.
Product
Customize your transactions register columns
You can now choose which columns appear in your transactions register to fit how you like to review your budget. We also fixed broken links in subscription emails and squashed a rare crash on the register screen.
Product
Undo your recent actions
Made a mistake? You can now undo recent changes, with the app safely tracking your actions on the server so you can reverse them with confidence.
Product
Make the transaction register fit your workflow
You can now show, hide, and reorder transaction-register columns. Your layout is saved to your account, so the register follows your preferences across devices.
Product
Undo important budget actions
A new Undo action lets you reverse recent transaction and envelope changes from the web or mobile app, including creating, editing, deleting, archiving, and merging transactions.
Product
Start SimpleFIN imports from the date you choose
When connecting SimpleFIN, you can set an optional start date to keep older transactions out of a new budget. Transaction deletion is also clearer, with confirmation prompts and helpful register tooltips.
Product
Amazon Sync is safer and easier to control
The Amazon Sync extension now refreshes inbox data before matching, skips scans when there is nothing to match, lets you stop a scan while keeping results, and avoids bringing archived transactions back into the inbox.
Product
Set SimpleFIN start dates, delete transactions
You can now choose a starting date for SimpleFIN account imports, delete transactions directly from your register, and see helpful tooltips on register icons.
Product
A full year of release history added
The changelog now includes a year of past updates with accurate dates, making it easier to see what's changed in EnvelopeBudget over time.
Product
Income and credits are easier to tell apart
You can now mark an inflow as not income directly from the Income vs Expense report. That credit still reaches its envelope, but it no longer inflates income totals, and payee preferences can be remembered for future transactions.
Product
The transaction register stays easier to navigate
Register columns now adapt more cleanly to the available width, and keyboard navigation keeps the active transaction in view so reviewing a long list takes less scrolling.
Reliability
Budget and payee screens avoid two server errors
We fixed errors that could prevent accessible budgets from loading or break a payee transaction request, making those everyday screens more dependable.
Product
Transfer choices are clearer in the register
When entering or editing a transfer, the register now shows the correct Transfer to and Transfer from choices, including before an amount is entered.
Mobile
iOS membership and purchases are taking shape
The iOS app now includes a native membership screen, trial status, plan details, and Apple purchase and restore support.
Product
Account badges make transactions easier to scan
Accounts can now have a short abbreviation and color, with those badges available in the transaction register so account context is easier to recognize at a glance.
Product
Budget imports preserve more of your plan
Budget import now keeps more account, envelope, goal, allocation, transfer, and badge details, skips duplicate sync rows, and reuses linked payment envelopes instead of creating collisions.
Reliability
Unsubscribe links handle malformed tokens more safely
Newsletter unsubscribe handling now responds safely when a link contains an invalid token, so malformed links do not turn into an unexpected server error.
Reliability
Clearer SimpleFIN balance mismatch guidance
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.
Product
More complete budget export and import
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.
Product
Account notes are easier to keep with your accounts
Account notes now persist correctly and appear on web account forms, giving you a place to keep useful context alongside the account itself.
Reliability
Clearer SimpleFIN balance misguidance guidance
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.
Mobile
A clearer envelope experience on mobile
Mobile envelope reads and transaction columns were corrected so important budget and transaction information stays visible and accurate on smaller screens.
Product
Envelope selectors show the right balances
We fixed balance calculations and visibility in envelope selectors so assigning money feels less like guesswork, especially when categories are hidden or filtered.
Product
Review AI suggestions before they change your budget
AI transaction categorization now takes a review-first approach, giving you a chance to confirm suggestions before they affect your envelopes.
Product
Manage your subscription from inside EnvelopeBudget
Subscribers can now manage their plan and switch between available billing options through a self-serve billing experience.
Reliability
More resilient account syncing and signups
We improved account-sync error handling and added layered protection against automated signup abuse without putting unnecessary friction in front of real users.
Reliability
More dependable transaction imports
YNAB transaction imports now handle asynchronous uploads and date parsing more reliably, reducing surprises when bringing existing history into EnvelopeBudget.
Product
Budgets stay safer across account changes
We repaired signup account creation and improved deployed-version tracking so new accounts start cleanly and the running app is easier to verify.
Reliability
SimpleFIN sync is more dependable
We restored and tightened the SimpleFIN sync flow, account archive behavior, and authentication for sync endpoints so connected accounts behave more consistently.
Product
Envelope notes are visible where you need them
Notes attached to envelopes now appear in the savings-goals report, making the reason behind a category easier to remember while planning.
Product
Transaction history is easier to browse
The transactions view now uses continuous loading instead of traditional pagination, making it easier to move through a long history.
Reliability
Bank-sync duplicates can be merged automatically
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.
Product
Credit-card debt stays connected to your plan
Credit-card payments and debt envelopes now stay in sync more reliably, including automatic debt-envelope adjustments and better handling of existing balances.
Product
Debt payments fit more naturally into envelopes
Debt accounts can now carry the metadata and envelope connections needed for linked payoffs and transfer-based debt payments.
Security
Passkey sign-in is here
EnvelopeBudget now supports passkey authentication, with follow-up fixes for mobile compatibility and sign-in timing.
Product
Account audit can help repair the tricky stuff
The account audit gained diagnostics, Fix All actions, reconciliation improvements, and clearer balance overviews for finding and correcting discrepancies.
Product
Pending and cleared balances are clearer
Account balance calculations now distinguish pending activity more precisely, helping you understand what is available before every transaction has cleared.
Product
Savings goals take fewer steps
Savings-goal shortcuts and a monthly-budget action make it faster to fund the categories that matter most.
Product
See income and expenses together
A new income-versus-expense report gives you a clearer view of how money is flowing through your budget.
Reliability
Duplicate transactions are easier to spot
EnvelopeBudget now calls out possible duplicate transactions with a visible notification, so cleanup does not depend on noticing every duplicate yourself.
Mobile
More of your budget is available on mobile
The mobile app gained comprehensive budget management, bringing more of the everyday planning workflow to your phone.
Product
Finding matching transfers is faster
You can now find the corresponding side of a transfer more easily, while account balances and transaction ordering stay consistent.
Product
Link transactions as transfers
Transactions can now be linked as transfers, making money movement between accounts easier to represent accurately.
Reliability
SimpleFIN can sync transactions nightly
Nightly SimpleFIN syncing keeps connected accounts more current without requiring you to remember to pull transactions manually.
Product
Share a budget with other people
Multi-user budgets with role-based access control let households collaborate while keeping control over who can view or change budget data.
Product
Starting a new budget is easier
An envelope setup wizard helps empty budgets get off the ground with a useful starting structure instead of a blank screen.
Accessibility
EnvelopeBudget can speak more languages
Internationalization support and German translations make the budgeting experience more accessible to more households.
Security
Stronger security around account connections
We addressed a server-side request forgery risk in the SimpleFIN token exchange and tightened the surrounding deployment and dependency safeguards.
Product
Inbox cleanup takes fewer steps
The transaction inbox gained clearer counts and an Apply Matches action so reviewing imported activity is quicker.
Product
Merge transactions with an undo path
Transactions can now be merged with details, search support, and an undo option, helping clean up duplicates without losing confidence.
Product
Budget health warnings surface problems sooner
Budget health checks and alerts highlight issues such as debt-envelope mismatches before they quietly grow.
Product
Payees can remember envelopes and rename rules
Payee rules now support envelope assignment and renaming, while recent transactions and filtering make the payee workflow easier to manage.
Product
Amazon purchases can flow into your budget
The EnvelopeBudget Amazon Sync Chrome extension can bring Amazon order information into your transaction workflow, with progress indicators and refresh support.
Product
Initial balances are handled explicitly
Adding an account now creates a clear initial-balance transaction and keeps it out of spending reports, giving new budgets a cleaner starting point.
Product
Envelopes can be archived more safely
Envelopes now support soft deletion with transaction checks, protecting history while keeping old categories out of the way.
Reliability
SimpleFIN account linking is clearer
SimpleFIN transaction handling now checks linked accounts and provides clearer setup behavior when connecting an account.
Help shape what comes next
EnvelopeBudget is independently built, and real user feedback directly influences what gets shipped.