Building in public
A running record of what we're improving, why it matters, and where we're headed next. Have an idea? Tell us what would make your budget easier to use.
The Android Accounts tab now shows its own Add account button instead of letting the general Add transaction button cover it, so adding a new account works from the place you expect.
Envelope details now calculate spending for the current month and two previous months with less repeated database work, helping detailed budget views stay responsive as your history grows.
Allocation data now totals funded amounts together instead of repeating the same lookup for every envelope, reducing unnecessary work when reviewing a budget with many envelopes.
Amazon Sync now reads transactions from Amazon’s redesigned Your Payments page, including its infinite-scroll layout, so matching Amazon purchases can continue flowing into your EnvelopeBudget inbox.
Pull from bank now recognizes the Plaid connection on the account you are viewing. It can guide you to reconnect when access needs attention, or explain that healthy Plaid accounts receive new transactions automatically.
You can now clear the payee while editing a split transaction without an error. Transaction lists also reuse their already-loaded split lines, keeping response work steadier as your budget grows.
Account lists now load linked debt and payment envelopes together with the accounts, reducing repeated lookups and helping the sidebar stay responsive as you add more accounts.
The budget view now loads envelopes across categories in one pass instead of making a separate request for each category. This reduces unnecessary work and makes budgets with many categories more responsive.
EnvelopeBudget can now diagnose web, mobile, and browser-extension problems while filtering query-string secrets, cookies, form data, search terms, and screenshots that could contain balances or payees. Reports use an account ID rather than an email address.
Transactions, the calendar, payees, account registers, envelopes, and reports now route into the current app experience instead of rendering retired legacy pages. Existing links continue to forward to the right screen, including search and calendar-month links.
Money allocations validate their destinations before writing and roll back cleanly if anything fails. Transfer edits and deletions now protect both sides together, keeping linked transactions, balances, and Undo history from being left half-updated.
Requests that still use compatibility routes now verify that your session still has permission to view the selected budget. Setup changes also require the appropriate edit access and protections against duplicate starter setup.
YNAB imports now accept start months entered as MM/YYYY, MM-YYYY, YYYY/MM, or YYYY-MM. This makes imports work smoothly in desktop Safari, where the month field can appear as a plain text box, and the error message now shows the accepted formats.
The mobile app now opens with a Home tab that highlights money ready to allocate, transactions to review, overspent envelopes, upcoming bills, goals, and Budget Bootcamp. You can cover an overspent envelope, review transactions one at a time, browse a bills calendar, and check envelope balances from iOS and Android home-screen widgets.
Split transaction lines now move the right envelope balances, including credit-card payment envelopes, while edits and bank amount changes stay consistent. Credit-card refunds also reduce the payment envelope they should, and unused duplicate payment envelopes are cleaned up during Fresh Start.
On the US App Store storefront, the iPhone membership screen now offers the available plans through Stripe Checkout on envelopebudget.com. Other storefronts continue using App Store purchases, and returning to the app refreshes membership status.
The envelope edit form now loads existing notes so you can change or clear them intentionally. When importing an Actual Budget, automation lines beginning with supported template, goal, or cleanup directives are left out while ordinary notes are preserved.
The public API reference now includes EnvelopeBudget branding and a light, system, or dark appearance switcher, making the documentation easier to recognize and use alongside the rest of the site.
Reports now include interactive charts for spending and income, plus a new Income by Source report that breaks down where money came from. Keyboard and screen-reader support, clearer time ranges, and accurate CSV rounding make the reports easier to explore and share.
Add and Edit Transaction on mobile now use the same searchable, grouped envelope picker as the register. Hidden envelopes stay out of the list, balances are easier to preview, and split transactions use the picker too—even when you are working from cached data offline.
The mobile app now offers a hands-on setup path with a safe demo, real-money setup, starter envelopes, and a first transaction. After setup, Budget Bootcamp gives you one small quest per day for a week, with optional reminders, check-ins, and a weekly review.
You can now import an Actual Budget ZIP export into a new EnvelopeBudget budget, including accounts, categories, payees, transactions, splits, transfers, and envelope balances. The import validates the uploaded database and leaves your existing budget untouched if something goes wrong.
Mobile transaction forms now refresh account, envelope, and payee choices after web edits, while keeping a useful offline fallback. Returning to the app after time away also refreshes its budget tabs without letting an older response overwrite newer data.
Budget-level payee cleanup rules can remove bank-added prefixes, rename exact names, or apply safe regex replacements before your normal rename rules. The Payees page includes a preview, unused-only filtering, bulk deletion, and a shortcut to preserve a rename for future imports.
Name and save a transaction search, then reopen it from the register whenever you need it. YNAB imports can also start at a month you choose, rolling older history into starting balances so you can skip transactions you do not need without changing account balances.
Each budget can now choose whether calendar weeks begin on Sunday or Monday. The setting applies across the transaction calendar on web and mobile, so weekly views match the way you plan your money.
When a linked SimpleFIN account is missing older transactions, choose a start date to bring them in while EnvelopeBudget adjusts the opening balance so the current balance does not jump. Pending holds and link dates are handled so activity is not counted twice.
You can now connect Plaid to an existing EnvelopeBudget account instead of creating a duplicate account. The connection reuses the ledger you already built and avoids double-counting transactions; Canadian banks can also be offered through the Plaid connection flow.
Allocation plans are now labeled as paycheck plans in web and mobile. Save the amounts and memos you use regularly, then apply a plan to fill in the form for review before any money moves.
Web and mobile now explain how income, pending deposits, uncleared income, allocations, envelope sweeps, and transfers affect Unallocated Funds, so the balance is easier to trust before you give every dollar a job.
Mobile can now record the expected side of a transfer before the bank reports it. When the matching transaction imports, EnvelopeBudget can connect it automatically instead of making you rebuild the transfer by hand.
The mobile app can now ask for a store review after meaningful moments such as a completed setup or successful sync, with safeguards against repeated prompts. You can also open the review page from Settings.
New budgets now let you choose a currency on the setup screen, with matching symbols and number formats as you enter starting balances. Each budget uses one currency, and changing it does not convert existing amounts.
When enabled, password signups can receive a confirmation link and request a limited resend if needed. Verification remains optional for signing in, while rate limits help protect inboxes from repeated messages.
YNAB imports now audit envelope balances and ignore rows that were not actually inserted, reducing the chance that an import reports success while leaving inaccurate balances behind.
If you un-clear an archived transaction, it now returns to the transaction inbox where it can be reviewed and assigned, instead of remaining hidden.
When transfer legs are linked, uncleared activity stays in the inbox until it is ready to clear. This keeps bank-sync review from losing a transaction that still needs attention.
Account Audit now identifies rows by their underlying account and envelope records, so using the same envelope name in different places no longer causes the report to crash.
Inviting someone who already has a pending invitation now refreshes that invitation instead of returning an error, while a short cooldown prevents repeated clicks from flooding their inbox. Budget cleanup also avoids creating a stray default budget for invitees.
Starting over with Fresh Start now preserves account details, envelope settings, currency preferences, and bank connections while skipping deleted items and avoiding duplicate payment envelopes. Your next sync can continue from where the old budget left off.
YNAB imports now bring across real envelope balances, linked transfers, and reconciled status more faithfully. You can also import newer tab-separated exports and Finder-created ZIPs without accidentally importing zero rows.
The register now includes a running balance, bulk clear and un-reconcile actions, keyboard shortcuts, and a way to restore deleted bank transactions by date. Reconcile also shows uncleared counts and can use the cleared balance directly.
When a loan balance indicates unreported interest after a bank pull, EnvelopeBudget can suggest the amount and let you record it as an undoable cleared interest charge. A balance check prevents the same suggestion from being recorded twice.
SimpleFIN now looks back farther when pulling account activity, so transactions that banks report several days after their transaction date are less likely to be missed. Re-read rows are still skipped safely.
The account connection flow now accepts setup tokens from Synci and Lunch Flow and explains provider choices, costs, and token links before you connect.
Off-budget account activity no longer shows To Budget or envelope-assignment prompts, and it no longer blocks inbox cleanup. Transfer suggestions remain available when they are relevant.
Mobile reconciliation now calculates its adjustment from the cleared transactions you actually selected, including when older rows are outside the initial list, so the suggested balance is more trustworthy.
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.
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.
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.
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.
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.
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.
When connecting SimpleFIN or Plaid, you can now select all available accounts or clear the selection before choosing what belongs in your budget.
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.
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.
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.
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.
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/.
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.
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.
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.
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.
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.
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.
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.
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.
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.
On phones, the profile menu remains visible and usable instead of being pushed off-screen, making account actions easier to reach.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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/.
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.
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.
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.
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.
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.
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.
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.
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.
The iOS app now includes the configuration needed for Google sign-in to return to EnvelopeBudget correctly after authentication.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Family/Team accounts let an owner invite members, manage access, and view the budgets connected to the household or team from one place.
The onboarding message now takes you directly to the SimpleFIN connection screen, so connecting an account does not leave you searching through settings.
We removed obsolete budget fields that could block new budget creation, making signup and first-budget setup more dependable.
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 now supports Apple and Google authentication, giving you a faster way into your budget while keeping account verification in place.
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.
Category reports now resolve envelope categories more reliably, including split transactions, so spending totals better reflect where your money was assigned.
iOS date pickers and budget-member dialogs now use native typography and controls, while tab-bar spacing and dark surfaces are handled more cleanly.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We fixed errors that could prevent accessible budgets from loading or break a payee transaction request, making those everyday screens more dependable.
When entering or editing a transfer, the register now shows the correct Transfer to and Transfer from choices, including before an amount is entered.
The iOS app now includes a native membership screen, trial status, plan details, and Apple purchase and restore support.
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.
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.
Newsletter unsubscribe handling now responds safely when a link contains an invalid token, so malformed links do not turn into an unexpected server error.
The sync status now explains when the connected balance differs from EnvelopeBudget, shows the difference and pending-transaction context, and points you toward reviewing transactions or using Reconcile.
Budget export and import now preserve more of your data and roll back safely when an import cannot complete, making migrations and backups more dependable.
Account notes now persist correctly and appear on web account forms, giving you a place to keep useful context alongside the account itself.
Mobile envelope reads and transaction columns were corrected so important budget and transaction information stays visible and accurate on smaller screens.
We fixed balance calculations and visibility in envelope selectors so assigning money feels less like guesswork, especially when categories are hidden or filtered.
AI transaction categorization now takes a review-first approach, giving you a chance to confirm suggestions before they affect your envelopes.
Subscribers can now manage their plan and switch between available billing options through a self-serve billing experience.
We improved account-sync error handling and added layered protection against automated signup abuse without putting unnecessary friction in front of real users.
YNAB transaction imports now handle asynchronous uploads and date parsing more reliably, reducing surprises when bringing existing history into EnvelopeBudget.
We repaired signup account creation and improved deployed-version tracking so new accounts start cleanly and the running app is easier to verify.
We restored and tightened the SimpleFIN sync flow, account archive behavior, and authentication for sync endpoints so connected accounts behave more consistently.
Notes attached to envelopes now appear in the savings-goals report, making the reason behind a category easier to remember while planning.
The transactions view now uses continuous loading instead of traditional pagination, making it easier to move through a long history.
High-confidence duplicate transactions from bank sync can now be merged automatically, with matching rules tuned for real-world timing differences such as credit-card settlement.
Credit-card payments and debt envelopes now stay in sync more reliably, including automatic debt-envelope adjustments and better handling of existing balances.
Debt accounts can now carry the metadata and envelope connections needed for linked payoffs and transfer-based debt payments.
EnvelopeBudget now supports passkey authentication, with follow-up fixes for mobile compatibility and sign-in timing.
The account audit gained diagnostics, Fix All actions, reconciliation improvements, and clearer balance overviews for finding and correcting discrepancies.
Account balance calculations now distinguish pending activity more precisely, helping you understand what is available before every transaction has cleared.
Savings-goal shortcuts and a monthly-budget action make it faster to fund the categories that matter most.
A new income-versus-expense report gives you a clearer view of how money is flowing through your budget.
EnvelopeBudget now calls out possible duplicate transactions with a visible notification, so cleanup does not depend on noticing every duplicate yourself.
The mobile app gained comprehensive budget management, bringing more of the everyday planning workflow to your phone.
You can now find the corresponding side of a transfer more easily, while account balances and transaction ordering stay consistent.
Transactions can now be linked as transfers, making money movement between accounts easier to represent accurately.
Nightly SimpleFIN syncing keeps connected accounts more current without requiring you to remember to pull transactions manually.
Multi-user budgets with role-based access control let households collaborate while keeping control over who can view or change budget data.
An envelope setup wizard helps empty budgets get off the ground with a useful starting structure instead of a blank screen.
Internationalization support and German translations make the budgeting experience more accessible to more households.
We addressed a server-side request forgery risk in the SimpleFIN token exchange and tightened the surrounding deployment and dependency safeguards.
The transaction inbox gained clearer counts and an Apply Matches action so reviewing imported activity is quicker.
Transactions can now be merged with details, search support, and an undo option, helping clean up duplicates without losing confidence.
Budget health checks and alerts highlight issues such as debt-envelope mismatches before they quietly grow.
Payee rules now support envelope assignment and renaming, while recent transactions and filtering make the payee workflow easier to manage.
The EnvelopeBudget Amazon Sync Chrome extension can bring Amazon order information into your transaction workflow, with progress indicators and refresh support.
Adding an account now creates a clear initial-balance transaction and keeps it out of spending reports, giving new budgets a cleaner starting point.
Envelopes now support soft deletion with transaction checks, protecting history while keeping old categories out of the way.
SimpleFIN transaction handling now checks linked accounts and provides clearer setup behavior when connecting an account.
Amount fields on the Allocate screen now correctly handle dollar signs and thousands separators, so entries like $1,000.00 no longer get cut off or cleared. After you allocate, the table stays in place instead of jumping back to the top while it refreshes.
The envelope drawer's new Activity list shows every change to an envelope's balance, including envelope-to-envelope transfers and credit card spending, refunds and payments, each with a running balance and a "Show more" button. Deleting your account now cancels your Stripe subscriptions and warns you if an App Store subscription needs cancelling separately. We also fixed an error on large transaction amounts and sped up sign-up.
We've updated the running balance feature to only show in the All view, ensuring it accurately reflects your transactions without jumping around when archived rows are hidden. This change makes it easier to track your finances without confusion.
When you mark a transaction as a transfer or link it to another, it will now correctly release its associated envelope, ensuring that your budget reflects accurate spending. This change prevents double counting in your envelopes, making your budget management more reliable.
We've updated the Vite framework to version 6.4.4, enhancing the overall performance and reliability of the app. This update helps ensure smoother interactions and quicker load times, making your budgeting experience even better.
You can now turn an existing transaction into a transfer from the editor by choosing the other account, and new transfers can be created the same way; undo removes both sides. On mobile, you can cover just part of an overspent envelope, pick Unallocated Funds when editing a transaction, and the envelope picker grows while you search. The Android Accounts tab also shows its Add account button again.
The Android Accounts tab now shows its own Add account button instead of letting the general Add transaction button cover it, so adding a new account works from the place you expect.
Envelope details now calculate spending for the current month and two previous months with less repeated database work, helping detailed budget views stay responsive as your history grows.
Allocation data now totals funded amounts together instead of repeating the same lookup for every envelope, reducing unnecessary work when reviewing a budget with many envelopes.
The Allocate Funds screen now totals each envelope's funded amount for the selected month in a single lookup instead of one per envelope. Budgets with many envelopes should open this screen more quickly, and the amounts shown stay the same.
We made the envelope detail screen quicker to load by cutting the number of database lookups needed to total your spending for this month and the previous two. The totals you see are unchanged.
Amazon Sync now reads transactions from Amazon’s redesigned Your Payments page, including its infinite-scroll layout, so matching Amazon purchases can continue flowing into your EnvelopeBudget inbox.
Pull from bank now recognizes the Plaid connection on the account you are viewing. It can guide you to reconnect when access needs attention, or explain that healthy Plaid accounts receive new transactions automatically.
You can now clear the payee while editing a split transaction without an error. Transaction lists also reuse their already-loaded split lines, keeping response work steadier as your budget grows.
Amazon redesigned its Transactions page, which left Amazon Sync finding nothing to match. The helper extension now reads the new layout, including abbreviated dates and automatic scrolling through older transactions. We also made the transaction list load faster, especially when transactions have split lines.
Pulling from bank on a Plaid-connected account no longer says it isn't connected to SimpleFIN. You'll now see a note that the account updates automatically, or a Reconnect prompt if the login needs repair. The register also refreshes after the check.
You can now save a split transaction even when you haven't chosen a payee. Previously this caused an error and the edit wouldn't go through; now the split saves normally and the payee is simply left blank.
We've added a second build and deploy runner, which helps ensure that app jobs can run smoothly even if the primary Mac mini experiences downtime. This change enhances the overall reliability of our deployment process, making it less prone to interruptions.
We made the account list in the sidebar load more efficiently by fetching each account's linked debt payment envelope together with the account instead of one at a time. Budgets with many credit cards should now load their accounts faster, and everything looks the same as before.
Account lists now load linked debt and payment envelopes together with the accounts, reducing repeated lookups and helping the sidebar stay responsive as you add more accounts.
We fixed a slowdown that made your envelope list load more slowly the more categories your budget had. All envelopes now load together in a single lookup, so the list opens faster, and the same speedup applies to category views. Order and balances are unchanged.
The budget view now loads envelopes across categories in one pass instead of making a separate request for each category. This reduces unnecessary work and makes budgets with many categories more responsive.
EnvelopeBudget can now diagnose web, mobile, and browser-extension problems while filtering query-string secrets, cookies, form data, search terms, and screenshots that could contain balances or payees. Reports use an account ID rather than an email address.
We now receive error reports from the web app, the Amazon Chrome extension and the mobile apps, so problems can be diagnosed and fixed faster. URLs, memos, payees, balances and screenshots are redacted or never sent. The extension also now reports a failed inbox fetch instead of treating it as an empty inbox.
Transactions, the calendar, payees, account registers, envelopes, and reports now route into the current app experience instead of rendering retired legacy pages. Existing links continue to forward to the right screen, including search and calendar-month links.
Money allocations validate their destinations before writing and roll back cleanly if anything fails. Transfer edits and deletions now protect both sides together, keeping linked transactions, balances, and Undo history from being left half-updated.
Requests that still use compatibility routes now verify that your session still has permission to view the selected budget. Setup changes also require the appropriate edit access and protections against duplicate starter setup.
Allocating funds now checks your input first and saves everything in one step, so a failure can't leave a half-applied allocation. Editing or deleting a transfer now updates both sides together, and undo no longer removes a transaction a bank import has claimed. Old report, register, and envelope page links now send you to the current app, and a removed budget access can no longer be used through older routes.
YNAB imports now accept start months entered as MM/YYYY, MM-YYYY, YYYY/MM, or YYYY-MM. This makes imports work smoothly in desktop Safari, where the month field can appear as a plain text box, and the error message now shows the accepted formats.
The mobile app now opens with a Home tab that highlights money ready to allocate, transactions to review, overspent envelopes, upcoming bills, goals, and Budget Bootcamp. You can cover an overspent envelope, review transactions one at a time, browse a bills calendar, and check envelope balances from iOS and Android home-screen widgets.
Split transaction lines now move the right envelope balances, including credit-card payment envelopes, while edits and bank amount changes stay consistent. Credit-card refunds also reduce the payment envelope they should, and unused duplicate payment envelopes are cleaned up during Fresh Start.
On the US App Store storefront, the iPhone membership screen now offers the available plans through Stripe Checkout on envelopebudget.com. Other storefronts continue using App Store purchases, and returning to the app refreshes membership status.
The envelope edit form now loads existing notes so you can change or clear them intentionally. When importing an Actual Budget, automation lines beginning with supported template, goal, or cleanup directives are left out while ordinary notes are preserved.
The public API reference now includes EnvelopeBudget branding and a light, system, or dark appearance switcher, making the documentation easier to recognize and use alongside the rest of the site.
When importing from YNAB, you can now type the start month as 2026-10 or 10/2026, which fixes an error for people using desktop Safari. The field also shows a YYYY-MM hint, and the error message now lists both accepted formats.
You can now seamlessly transfer active sandbox Apple purchases to your signed-in account, resolving issues that previously caused errors during app reviews. If a purchase is linked to another account, you'll receive a clear message explaining how to proceed instead of a generic restore hint.
We've revamped the API documentation with a fresh header featuring the EnvelopeBudget logo and a new theme switcher for light, dark, and system modes. This update enhances usability and aligns the documentation's design with our marketing site.
US App Store users can now subscribe through Stripe directly on our website, allowing for more flexible payment options. Other storefronts will continue to use in-app purchases. This change enhances the membership experience by providing clear pricing and management options on envelopebudget.com.
We've upgraded the `mcp` library to version 2.2.0, which includes important behavior changes and improvements. This update enhances the reliability of our app by ensuring better handling of HTTP client redirects and session management.
We've introduced a Home tab that consolidates your financial overview, including money to allocate, transactions to review, and bills due. You can now cover overspending with one tap, swipe through your inbox, and access new reports and widgets for your home screen.
You can now load and edit envelope notes directly in the edit form, making it easier to manage your budget. Additionally, when importing from Actual, any goal templates or cleanup rules will be removed from the notes, ensuring your envelopes only contain relevant information.
We've added support for iPad with new store slides designed specifically for the device. Additionally, refunds on credit cards now correctly reduce the payment envelope, ensuring your budget reflects accurate balances after refunds.
You can now add a home screen widget that displays your starred envelopes and their current balances. We've also improved the transaction editing experience with a new envelope picker, making it easier to assign envelopes when adding or editing transactions.
Reports now include interactive charts for spending and income, plus a new Income by Source report that breaks down where money came from. Keyboard and screen-reader support, clearer time ranges, and accurate CSV rounding make the reports easier to explore and share.
Add and Edit Transaction on mobile now use the same searchable, grouped envelope picker as the register. Hidden envelopes stay out of the list, balances are easier to preview, and split transactions use the picker too—even when you are working from cached data offline.
The mobile app now offers a hands-on setup path with a safe demo, real-money setup, starter envelopes, and a first transaction. After setup, Budget Bootcamp gives you one small quest per day for a week, with optional reminders, check-ins, and a weekly review.
You can now view a detailed Income by Source report that breaks down your income by payee or account, complete with summary cards and interactive charts. Existing reports have also been enhanced with new visualizations, including monthly income and spending charts.
We've completely redesigned the mobile onboarding process to include an engaging sandbox demo, allowing new users to experience envelope budgeting before signing up. You'll also benefit from a 7-day Bootcamp with daily quests and reminders to help you stay on track with your budgeting goals.
You can now easily import your budgets from Actual Budget directly into EnvelopeBudget. Just upload the ZIP file from Actual's export, and we'll create a new budget for you, complete with all your accounts, categories, and transactions. We've also updated some dependencies for better security.
We've improved the mobile app's ability to sync with changes made on the web. Now, when you add or edit transactions, the app will show cached data immediately and refresh in the background, ensuring you always see the latest envelopes and accounts without delay. Plus, you can pull to refresh for instant updates.
You can now assign envelopes to multiple transactions without encountering errors when none qualify. The app will skip the bulk assignment for transfers and split transactions, providing a helpful message instead, making your budgeting process smoother.
You can now import an Actual Budget ZIP export into a new EnvelopeBudget budget, including accounts, categories, payees, transactions, splits, transfers, and envelope balances. The import validates the uploaded database and leaves your existing budget untouched if something goes wrong.
Mobile transaction forms now refresh account, envelope, and payee choices after web edits, while keeping a useful offline fallback. Returning to the app after time away also refreshes its budget tabs without letting an older response overwrite newer data.
Budget-level payee cleanup rules can remove bank-added prefixes, rename exact names, or apply safe regex replacements before your normal rename rules. The Payees page includes a preview, unused-only filtering, bulk deletion, and a shortcut to preserve a rename for future imports.
Name and save a transaction search, then reopen it from the register whenever you need it. YNAB imports can also start at a month you choose, rolling older history into starting balances so you can skip transactions you do not need without changing account balances.
Each budget can now choose whether calendar weeks begin on Sunday or Monday. The setting applies across the transaction calendar on web and mobile, so weekly views match the way you plan your money.
When a linked SimpleFIN account is missing older transactions, choose a start date to bring them in while EnvelopeBudget adjusts the opening balance so the current balance does not jump. Pending holds and link dates are handled so activity is not counted twice.
You can now import older transaction history from SimpleFIN, allowing you to backdate your account's history without affecting its current balance. Additionally, we've added a filter for unused payees, improved bulk deletion of payees, and enhanced confirmation dialogs for actions throughout the app.
You can now set the first day of the week for each budget to either Sunday or Monday. This new feature allows you to customize your budgeting experience, making it easier to align with your personal preferences or local practices.
You can now import YNAB data starting from a specific month, along with saved searches and improved budget organization. We also fixed issues with payee links and menu navigation, enhancing your overall budgeting experience.
Importing from YNAB now turns Credit Card Payments categories into each card’s own debt envelope, so Allocate Funds no longer shows duplicate card lists. Allocate Funds also keeps its column header in view, and Debt groups sort alphabetically. Transfer matching lists accounts alphabetically, and clicking a Balance cell now edits the amount.
YNAB imports can start from a month you pick, rolling older history into starting balances that still match YNAB. You can also save transaction searches by name, and budgets list most recently opened first. Payee Uses links now filter correctly, and menus no longer run off the screen.
We've introduced budget payee cleanup rules and renamed options in the payee drawer, making it easier for you to manage your payees and keep your budget organized.
You can now connect Plaid to an existing EnvelopeBudget account instead of creating a duplicate account. The connection reuses the ledger you already built and avoids double-counting transactions; Canadian banks can also be offered through the Plaid connection flow.
You can now link a Plaid account to your existing budget account, making it simpler to manage your finances in one place. This feature enhances your budgeting experience by streamlining account connections.
You can now monitor first-payment conversions for Meta and Google Ads, along with a new funnel report to help analyze your advertising effectiveness, making it easier to optimize your budget.
You can now rate the app after successful actions, record pending transfers, and understand what counts toward Unallocated Funds. Plus, allocation plans are available as paycheck templates for easier budgeting.
We made it easier to manage your transactions by ensuring that uncleared transfer legs remain in your inbox when linking, helping you keep track of your finances more effectively.
We've enhanced the account audit reports by ensuring that rows are keyed by ID, preventing crashes when multiple envelopes share the same name. This makes your reports more reliable and easier to navigate.
You can now connect your EnvelopeBudget account to Canadian banks through the Plaid integration, making it easier for users in Canada to manage their budgets seamlessly.
Allocation plans are now labeled as paycheck plans in web and mobile. Save the amounts and memos you use regularly, then apply a plan to fill in the form for review before any money moves.
Web and mobile now explain how income, pending deposits, uncleared income, allocations, envelope sweeps, and transfers affect Unallocated Funds, so the balance is easier to trust before you give every dollar a job.
Mobile can now record the expected side of a transfer before the bank reports it. When the matching transaction imports, EnvelopeBudget can connect it automatically instead of making you rebuild the transfer by hand.
The mobile app can now ask for a store review after meaningful moments such as a completed setup or successful sync, with safeguards against repeated prompts. You can also open the review page from Settings.
New budgets now let you choose a currency on the setup screen, with matching symbols and number formats as you enter starting balances. Each budget uses one currency, and changing it does not convert existing amounts.
When enabled, password signups can receive a confirmation link and request a limited resend if needed. Verification remains optional for signing in, while rate limits help protect inboxes from repeated messages.
YNAB imports now audit envelope balances and ignore rows that were not actually inserted, reducing the chance that an import reports success while leaving inaccurate balances behind.
If you un-clear an archived transaction, it now returns to the transaction inbox where it can be reviewed and assigned, instead of remaining hidden.
When transfer legs are linked, uncleared activity stays in the inbox until it is ready to clear. This keeps bank-sync review from losing a transaction that still needs attention.
Account Audit now identifies rows by their underlying account and envelope records, so using the same envelope name in different places no longer causes the report to crash.
Inviting someone who already has a pending invitation now refreshes that invitation instead of returning an error, while a short cooldown prevents repeated clicks from flooding their inbox. Budget cleanup also avoids creating a stray default budget for invitees.
We now ask you how you heard about EnvelopeBudget during signup, helping us understand our outreach better. This information will be stored to improve our marketing efforts.
You can now select your preferred currency when setting up a budget, making it easier to manage your finances. Additionally, we've added documentation for using different currencies in each budget.
You can now opt-in to receive confirmation emails when signing up, with a rate-limited option to resend them if needed. This helps ensure your account setup is secure and verified.
We enhanced the YNAB import feature to ensure that envelope balances are correctly audited after import, ignoring any uninserted rows. This helps you maintain accurate budgeting data when transitioning from YNAB.
You can now un-clear an archived transaction, which will return it to your inbox for easier management. This improvement helps you keep better track of your finances without losing important entries.
You can now resend pending budget invitations without encountering errors, and we've resolved issues with stray default budgets for invitees, ensuring a smoother experience when managing shared budgets.
We fixed the redirection for legacy settings links, ensuring a smoother transition for users moving from Email 3 to bank connect. This change helps you access your settings without confusion or errors.
We updated our marketing pages to reflect recent user-facing changes, ensuring you have the latest information about EnvelopeBudget's features and benefits.
Starting over with Fresh Start now preserves account details, envelope settings, currency preferences, and bank connections while skipping deleted items and avoiding duplicate payment envelopes. Your next sync can continue from where the old budget left off.
YNAB imports now bring across real envelope balances, linked transfers, and reconciled status more faithfully. You can also import newer tab-separated exports and Finder-created ZIPs without accidentally importing zero rows.
The register now includes a running balance, bulk clear and un-reconcile actions, keyboard shortcuts, and a way to restore deleted bank transactions by date. Reconcile also shows uncleared counts and can use the cleared balance directly.
When a loan balance indicates unreported interest after a bank pull, EnvelopeBudget can suggest the amount and let you record it as an undoable cleared interest charge. A balance check prevents the same suggestion from being recorded twice.
SimpleFIN now looks back farther when pulling account activity, so transactions that banks report several days after their transaction date are less likely to be missed. Re-read rows are still skipped safely.
The account connection flow now accepts setup tokens from Synci and Lunch Flow and explains provider choices, costs, and token links before you connect.
Off-budget account activity no longer shows To Budget or envelope-assignment prompts, and it no longer blocks inbox cleanup. Transfer suggestions remain available when they are relevant.
Mobile reconciliation now calculates its adjustment from the cleared transactions you actually selected, including when older rows are outside the initial list, so the suggested balance is more trustworthy.
You can now import YNAB data using TSV exports, making it simpler to bring your budgeting information into EnvelopeBudget. We also improved the handling of unnecessary macOS files during the import process.
We've improved the payee management experience based on your feedback, making it easier to register and reconcile payees. These updates help you manage your budget more effectively and streamline your financial tracking.
We've improved the payee management and reconciliation processes based on your feedback, making it easier to track and manage your finances. Additionally, we've added support for TSV exports in YNAB imports and streamlined file handling.
We fixed an issue where unchecked cleared transactions were incorrectly counted in mobile adjustments, ensuring your budget reflects accurate amounts and enhancing your budgeting experience on the go.
We improved the import process for SimpleFIN rows, ensuring that transactions reported days after their actual date are now correctly captured, making your budgeting experience more reliable.
You can now import real envelope balances from YNAB, including linked transfers and reconciled transactions, making it easier to manage your budget accurately from the start.
We removed prompts that suggested budgeting with off-budget account money, helping you stay focused on your actual budget without distractions.
You can now suggest recording unreported loan interest after a bank pull, helping you keep your budget accurate and up-to-date with all your financial activities.
We enhanced the Android app's launch reliability by ensuring essential classes are preserved during builds. Additionally, the iOS app now keeps the Reconcile button visible above the keyboard and supports Face ID for easier access.
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.
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.
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.
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.
We now report ad-driven signups to Google Ads, helping us understand the effectiveness of our marketing efforts and improve your experience with EnvelopeBudget.
We added Slimlytics analytics to our server-rendered pages, allowing us to better understand user interactions and improve your budgeting experience over time.
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.
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.
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.
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.
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.
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.
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.
When connecting SimpleFIN or Plaid, you can now select all available accounts or clear the selection before choosing what belongs in your budget.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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/.
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.
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.
We resolved an issue that could disrupt saving changes to debt envelopes, ensuring your budget updates are saved reliably and without errors.
We updated several dependencies to enhance the overall performance and stability of the app, ensuring a smoother budgeting experience for you.
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.
We've updated the urllib3 library to enhance performance and security, ensuring a smoother experience while using the app.
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.
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.
We've implemented a zero-trust model for production access, significantly improving the security of your data and interactions within the app.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We upgraded the pyjwt library to enhance the security of our token handling, ensuring your data remains safe and protected during authentication processes.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
When confirming account deletion by typing your name, extra or inconsistent spacing no longer causes the confirmation to be rejected.
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.
You can now restore archived accounts right from the sidebar, and permanently delete accounts you no longer need.
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.
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.
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.
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.
Editing a transaction that collides with an already-imported one now returns a proper error instead of a server crash, making imports more predictable.
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.
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.
On phones, the profile menu remains visible and usable instead of being pushed off-screen, making account actions easier to reach.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We added a timeout to a startup check so image builds no longer stall waiting on it, keeping deployments running smoothly.
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.
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.
We fixed a bug where separate bank charges were incorrectly auto-merged, which could throw off your account balances. Transactions now stay accurately separated.
We fixed a server error that could block using Envelope Amnesty or importing a budget, so these actions now complete reliably.
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.
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.
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.
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.
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.
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/.
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.
We fixed a server error that could prevent the campaign admin list from loading once a campaign had sends.
Admins can now upload, preview, test, and send targeted announcements to chosen groups of users right from the admin panel.
We added a safe way to send broadcast emails to users, with built-in safeguards to keep announcements reliable and accurate.
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.
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.
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.
We fixed a bug where certain envelope category references could cause a server error, making envelope saving more reliable.
We updated the iOS app to clearly describe membership benefits on the paywall, keeping the app aligned with App Store requirements.
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.
We updated an underlying library to address known security advisories, keeping your budget data safer without changing how you use the app.
Admins can now update a user's trial membership directly from the user admin page, without leaving the list to make the change.
Admins can now update a user's profile details inline on the user admin page without leaving the screen, making account management quicker.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The iOS app now includes the configuration needed for Google sign-in to return to EnvelopeBudget correctly after authentication.
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.
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.
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.
We fixed an issue that was preventing production static files from being served, ensuring pages and assets load properly for everyone.
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.
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 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.
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.
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.
You can now arrange accounts in the sidebar in whatever order makes sense to you, plus some backend security hardening.
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.
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.
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.
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.
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.
We fixed a bug where manually adjusted transfers could lose their state, so your transfer settings now stay as you set them.
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.
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.
We fixed account balance calculations when importing budgets from YNAB, plus made some behind-the-scenes security improvements to keep your data safer.
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.
You can now view your transactions on a calendar, with a fix to keep the sidebar aligned alongside it.
We renamed budgets within settings to make them easier to understand and manage, alongside security fixes addressing issues flagged during review.
We fixed an issue where envelope transaction details could be accessed by the wrong envelope, keeping your transaction history accurate and private.
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.
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.
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.
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.
We resolved an issue that could prevent signing in with Google on the Android app, so you can log in reliably.
We fixed an issue that could cause credit card payment adjustments to be applied more than once, keeping your envelope balances accurate.
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.
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.
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.
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.
We fixed an issue that could prevent the homepage from correctly recognizing that you were signed in.
We fixed an issue where the MCP categorization tool could fail on transactions without an account, making automated categorization more reliable.
We added native support for AI agents to categorize transactions directly, making it easier to keep your envelopes organized with less manual work.
We fixed a locking issue affecting MCP suggestions on PostgreSQL-backed budgets, preventing potential errors or conflicts when suggestions were generated.
We added scoped write permissions for MCP-based categorization, giving you more precise control over what automated categorization tools are allowed to change.
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.
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.
Our API docs now run on Scalar, giving developers a cleaner, easier-to-navigate reference for integrating with EnvelopeBudget.
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.
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.
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.
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.
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.
- 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.
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.
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.
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.
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.
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.
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.
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.
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.
You can now delete your account directly from within the app instead of contacting support, giving you more control over your data.
We fixed a bug that could interrupt signing in with Apple by ensuring the app correctly keeps track of your session during that process.
We corrected how the server recognizes secure connections passed through our container proxy, helping keep links and security checks working correctly over HTTPS.
We sped up the tooltips on transaction actions so they respond more quickly when you hover or tap.
Leaving the login page no longer resets your chosen theme, so your preferred look stays consistent throughout the app.
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.
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.
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.
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.
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.
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.
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.
We fixed social login links and streamlined the signup and account deletion flow, making those steps more reliable when creating or closing your account.
Family/Team accounts let an owner invite members, manage access, and view the budgets connected to the household or team from one place.
The onboarding message now takes you directly to the SimpleFIN connection screen, so connecting an account does not leave you searching through settings.
We removed obsolete budget fields that could block new budget creation, making signup and first-budget setup more dependable.
We fixed a broken button in the SimpleFIN setup flow during onboarding, so new users can connect their bank accounts without getting stuck.
The payee management page now loads its income option correctly, so reviewing and managing payees no longer fails with an unexpected server error.
Fixed a bug where the payee popup wasn't loading translations, so labels and text now display correctly in your chosen language.
The transaction entry form now uses dark surfaces properly, making it more comfortable to read and use in dark mode.
We tidied up the text styling on the Team Members page in the iOS app for a more polished look.
We corrected a typography issue in the date picker so dates display with the correct look throughout the app.
Category reports now correctly account for split transactions and resolve categories from envelopes, so your spending totals per category are accurate.
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.
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 now supports Apple and Google authentication, giving you a faster way into your budget while keeping account verification in place.
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.
Category reports now resolve envelope categories more reliably, including split transactions, so spending totals better reflect where your money was assigned.
iOS date pickers and budget-member dialogs now use native typography and controls, while tab-bar spacing and dark surfaces are handled more cleanly.
We fixed an issue where reports could show incorrect categories, so spending now lines up correctly with the envelopes you've assigned it to.
Transaction reports now include envelope categories, so your spending breakdowns are complete and easier to trust.
The iOS and Android apps got an updated settings screen, improved dark mode, and reworked iOS tabs for easier navigation.
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.
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.
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.
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.
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.
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.
The Chrome extension now shows a wider popup and detects more matching sites, plus other small refinements in this update.
Memos on Amazon transactions now survive when SimpleFIN data is cleared, and the browser extension no longer archives them unexpectedly.
We added a What's New page so you can browse recent updates and improvements without leaving EnvelopeBudget.
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.
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.
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.
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.
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.
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.
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.
You can now choose a starting date for SimpleFIN account imports, delete transactions directly from your register, and see helpful tooltips on register icons.
The changelog now includes a year of past updates with accurate dates, making it easier to see what's changed in EnvelopeBudget over time.
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.
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.
We fixed errors that could prevent accessible budgets from loading or break a payee transaction request, making those everyday screens more dependable.
When entering or editing a transfer, the register now shows the correct Transfer to and Transfer from choices, including before an amount is entered.
The iOS app now includes a native membership screen, trial status, plan details, and Apple purchase and restore support.
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.
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.
Newsletter unsubscribe handling now responds safely when a link contains an invalid token, so malformed links do not turn into an unexpected server error.
The sync status now explains when the connected balance differs from EnvelopeBudget, shows the difference and pending-transaction context, and points you toward reviewing transactions or using Reconcile.
Budget export and import now preserve more of your data and roll back safely when an import cannot complete, making migrations and backups more dependable.
Account notes now persist correctly and appear on web account forms, giving you a place to keep useful context alongside the account itself.
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 envelope reads and transaction columns were corrected so important budget and transaction information stays visible and accurate on smaller screens.
We fixed balance calculations and visibility in envelope selectors so assigning money feels less like guesswork, especially when categories are hidden or filtered.
AI transaction categorization now takes a review-first approach, giving you a chance to confirm suggestions before they affect your envelopes.
Subscribers can now manage their plan and switch between available billing options through a self-serve billing experience.
We improved account-sync error handling and added layered protection against automated signup abuse without putting unnecessary friction in front of real users.
YNAB transaction imports now handle asynchronous uploads and date parsing more reliably, reducing surprises when bringing existing history into EnvelopeBudget.
We repaired signup account creation and improved deployed-version tracking so new accounts start cleanly and the running app is easier to verify.
We restored and tightened the SimpleFIN sync flow, account archive behavior, and authentication for sync endpoints so connected accounts behave more consistently.
Notes attached to envelopes now appear in the savings-goals report, making the reason behind a category easier to remember while planning.
The transactions view now uses continuous loading instead of traditional pagination, making it easier to move through a long history.
High-confidence duplicate transactions from bank sync can now be merged automatically, with matching rules tuned for real-world timing differences such as credit-card settlement.
Credit-card payments and debt envelopes now stay in sync more reliably, including automatic debt-envelope adjustments and better handling of existing balances.
Debt accounts can now carry the metadata and envelope connections needed for linked payoffs and transfer-based debt payments.
EnvelopeBudget now supports passkey authentication, with follow-up fixes for mobile compatibility and sign-in timing.
The account audit gained diagnostics, Fix All actions, reconciliation improvements, and clearer balance overviews for finding and correcting discrepancies.
Account balance calculations now distinguish pending activity more precisely, helping you understand what is available before every transaction has cleared.
Savings-goal shortcuts and a monthly-budget action make it faster to fund the categories that matter most.
A new income-versus-expense report gives you a clearer view of how money is flowing through your budget.
EnvelopeBudget now calls out possible duplicate transactions with a visible notification, so cleanup does not depend on noticing every duplicate yourself.
The mobile app gained comprehensive budget management, bringing more of the everyday planning workflow to your phone.
You can now find the corresponding side of a transfer more easily, while account balances and transaction ordering stay consistent.
Transactions can now be linked as transfers, making money movement between accounts easier to represent accurately.
Nightly SimpleFIN syncing keeps connected accounts more current without requiring you to remember to pull transactions manually.
Multi-user budgets with role-based access control let households collaborate while keeping control over who can view or change budget data.
An envelope setup wizard helps empty budgets get off the ground with a useful starting structure instead of a blank screen.
Internationalization support and German translations make the budgeting experience more accessible to more households.
We addressed a server-side request forgery risk in the SimpleFIN token exchange and tightened the surrounding deployment and dependency safeguards.
The transaction inbox gained clearer counts and an Apply Matches action so reviewing imported activity is quicker.
Transactions can now be merged with details, search support, and an undo option, helping clean up duplicates without losing confidence.
Budget health checks and alerts highlight issues such as debt-envelope mismatches before they quietly grow.
Payee rules now support envelope assignment and renaming, while recent transactions and filtering make the payee workflow easier to manage.
The EnvelopeBudget Amazon Sync Chrome extension can bring Amazon order information into your transaction workflow, with progress indicators and refresh support.
Adding an account now creates a clear initial-balance transaction and keeps it out of spending reports, giving new budgets a cleaner starting point.
Envelopes now support soft deletion with transaction checks, protecting history while keeping old categories out of the way.
SimpleFIN transaction handling now checks linked accounts and provides clearer setup behavior when connecting an account.
EnvelopeBudget is independently built, and real user feedback directly influences what gets shipped.
