Budgero Changelog

Filter your accounts by name in the sidebar and on the All Accounts page. Search appears automatically once you have enough accounts, and the mobile account dropdown is now capped so long lists stay manageable.

Reconcile now targets your actual balance as of today instead of a balance that bakes in future-dated transactions, so the adjustment matches what you expect. The difference updates live as you type, a matching balance no longer shows a phantom "-0.00", and the dialog layout is cleaned up on mobile.

Fixed an issue where some rows could be silently skipped during a CSV import, and account balances now recalculate correctly when you undo an import.

Set the order accounts appear in the sidebar and mobile navigation from Settings → Appearance. Use the up/down arrows to move an account a step at a time; on-budget and off-budget accounts are ordered separately.

Extend an account register or a report past today and Budgero projects your unconfirmed recurring transactions inline — read-only rows marked with a badge, flowing into a running balance so you can see where an account is heading. Reports gain Next 30 days and Next 3 months presets.

New quick actions in the category context panel let you fully fund a goal, or pull back overfunding, without doing the math yourself.

The debt payoff simulator now collapses to a compact payoff summary and remembers whether you left it open, so the page stays focused until you want the details.

A category with a negative Available now offers a one-click action to cover the overspending. Pull the money from Ready to Assign or from any other category that has Available to spare, right from the popover.

Upcoming and projected transactions now use calendar and repeat icons instead of a sparkle, making it obvious at a glance which entries are scheduled versus recurring.

A Personalizing Budgero guide now documents themes and fonts, desktop and mobile budget table layouts, account order, the default home page, privacy mode, installing the app, and the over-assignment toggle.

Amounts are rounded before the over-assignment check, so a rounding remainder no longer triggers an overage warning for an overage of 0.00.

Occurrences you've already marked ready no longer linger in the account's upcoming panel, and the panel now surfaces the next genuinely due occurrence.

Yearly goal progress is now cycle-aware with an even-split pace and pace-based overfunding, so the amount needed this month reflects where you actually are in the year.

The original amount is no longer locked while editing splits. Change the total right in the split editor — on desktop and mobile — and re-balance the lines; the transaction updates in one save.

The dashboard card now shows future-dated transactions you entered manually (up to 3 months ahead) alongside the next charge of each recurring series, and says exactly how far it looks. Tap a recurring item to jump to its account, or a scheduled one to edit it on the spot.

Removed an artificial delay in transfer processing — moving money between accounts now completes about a second faster.

Toggling the privacy mask sometimes left amounts unmasked (or stuck masked) in the budgeting view, goal text, the assign menu, and the spending drawer. The toggle now applies everywhere, instantly.

Marking an occurrence ready from the account page dated the transaction today instead of its due date. Both surfaces now post on the due date, as promised in the confirmation dialog.

Credit-card spending recorded as a split transaction contributed nothing to "Funded from spending", leaving the CC Payment category negative after a payment even when fully budgeted.

Changing an existing account's type to credit card or loan now creates its CC Payment or Liabilities category, just like creating the account with that type from the start.

Saving the account edit form could silently detach a credit card or loan from its payment category, breaking rename syncing. Links are now preserved through edits and renames.

Reports now include donut charts breaking down your spending by payee and by label, alongside the existing category view.

A compact toolbar with the Ready-to-Assign chip and month navigation, tighter table rows, and smarter side-panel cards mean more of your budget fits on screen at once.

Adding a split transaction on a budget created with "create default categories" unchecked failed with an error. Every budget now includes the few built-in categories Budgero relies on, and existing budgets repair themselves automatically.

A split transaction's total is the sum of its lines, so the parent amount field is now read-only with a short explainer instead of silently ignoring edits.

The goal target amount field on desktop now accepts decimal values.

Declining the analytics cookie banner also stopped trial-reward progress from being recorded. Reward progress is functional and contains no personal data, so it is now tracked regardless of cookie choice.

A quick, optional question during onboarding asks where you heard about us, so we know where to focus.

The month label in Planning is now a picker: click it to open a year-and-month grid and jump straight to any month, instead of stepping through one at a time.

New sign-ups now land on the Planning view by default. You can change your starting page anytime in Settings → Appearance → Default Home.

The YNAB import dialog now shows an upload icon and the name of the file you selected.

Importing a YNAB export now categorizes both sides of an account transfer as transfers, instead of leaving the outgoing side Uncategorized.

When deleting a category and transferring its assignments to another category that already had an assignment for the same month, the amounts are now merged into a single row instead of creating a duplicate. This prevents the target category from showing doubled (or tripled) values in the budget.

Using the quick Pay button on a CC Payment row to pay from an account with a different currency now converts the amount from budget currency to each account currency independently. Previously, paying a USD card from a EUR account could send the wrong converted amount, leading to unexpected overspending or underpayment in the CC Payment category.

A new icon in the header opens a small dialog for bug reports, ideas, and praise. We see the message along with your screen path and app version so we can act on it. Available on the hosted plan.

Clicking the Available amount on a CC Payment row now opens a focused popover: pick a source account, confirm the amount, hit Pay. Budgero records the transfer in one shot — no need to detour through the transactions screen.

Clicking the Activity amount on a CC Payment row opens a list of this month's transfers covering that card, with a running total and per-row delete.

On the Appearance settings page and other pickers, the selection circles were nearly invisible against the cream background. They now mirror the checkbox treatment — clear outline when unselected, dark fill with a white dot when selected.

When you had multiple credit cards on budget, every card's CC Payment row showed the same Available amount — the funded total was being summed across all cards instead of attributed to the card that did the spending. Each card now shows what was funded by its own purchases (split proportionally when several cards shared a category).

Build real budgeting habits during your trial and unlock a discount on the yearly plan: 10% for logging transactions on 7 of your first 10 days (Foundation), 20% for reconciling an account and funding a goal (Discipline), and 35% for using the budget across two calendar months (Persistence). Earned discounts apply automatically at checkout for 24 months.

New signups now get 35 days to try Budgero, up from 14. More time to import accounts, build a budget, and see whether the manual workflow clicks for you.

In addition to CSV, the import flow now reads OFX/QFX (most US banks), QIF (legacy Quicken exports), and CAMT.053 XML (European bank statements). Latin-1 encoded files are detected automatically.

When you have access to multiple workspaces the budget picker now groups budgets under their workspace, with inline workspace switching from the same menu.

Picking "Ready to Assign" as the destination in the move-money popover now enables the Move button. Previously the button stayed disabled and the move was impossible.

The status dot in the budget planner now uses the same calculation as the goal-progress card, so a yearly goal with this month's milestone met shows green instead of amber.

The category filter chips on the budget planner now correctly identify under- and overfunded yearly goals based on this month's milestone, not the full annual target.