January 24 2026 Major Development Updates

It has been a while since the last update, and a lot has happened since then! First, I'd like to share that Copia has officially launched its beta and has onboarded its first few users.

This has allowed us to get real-world feedback from other perspectives, and we've been able to make tons of improvements to Copia.

Copia will have a waitlist for the time being so we can slowly roll in users while we continue to monitor the application's performance and user experience.

We're happy to approve everyone's waitlist request. We plan on letting everyone in, just gradually so we can monitor the application's performance and ensure a smooth experience for all users.

Changelog

Receipt Features

• Receipt processing core functionality (Dec 24, 2025)
• View and download receipts from transaction details (Dec 24, 2025)
• Link receipts to transactions with UI improvements (Dec 24, 2025)
• Manage receipt line items and assign categories (Dec 24, 2025)
• Mobile receipt detail view with transaction linking (Dec 30, 2025)
• Automatic receipt matching with transaction suggestions (Jan 2, 2026)
• Image compression for faster uploads (Dec 29, 2025)

Budget Improvements

• Create subcategories directly in budget interface (Dec 22, 2025)
• Budget list reorganized with transaction type sections (Dec 27, 2025)
• Simplified budget layout with responsive design (Dec 27, 2025)
• Budget progress colors and over-budget indicators (Dec 28, 2025)
• Budget vs income warning tooltip (Dec 28, 2025)
• Budget issues warning on Budget Overview card (Dec 28, 2025)
• Subcategory history page with charts (Dec 30, 2025)
• Mobile-friendly budget navigation (Dec 30, 2025)
• Savings amount feature in budget sheets (Jan 18, 2026)
• "Left to Budget" calculation in budget sheets (Jan 19, 2026)
• Budget overview widget with category progress visualization (Jan 23, 2026)
• Animated progress bars in budget UI (Jan 23, 2026)
• Added ability to remove subcategories from budget functionality (Jan 23, 2026)
• Fixed bugs related to budget calculations (Jan 15, 2026, Jan 24, 2026)

Transaction Enhancements

• Added transaction type support (Dec 23, 2025)
• Added transaction header display in transaction list (Jan 1, 2026)
• Improved transaction details layout with better account display (Jan 5, 2026)
• Account mask displayed alongside name in transaction filters (Jan 8, 2026)
• Month navigation in transaction date picker (Jan 6, 2026)
• Improved transaction scrolling when expanding items (Jan 23, 2026)
• Fixed datetime issue on transaction table (Dec 22, 2025)
• Transaction filtering for credit card payments and pending transactions (Jan 8, 2026)

Calendar Features

• Calendar reminder functionality with iCalendar export support (Dec 27, 2025)
• "I've added these" button in calendar reminder toast (Dec 28, 2025)
• Calendar theme colors (Jan 11, 2026)
• Improved calendar border styling and day color contrast (Jan 13, 2026)
• Recurring event border replaced with Repeat icon (Jan 13, 2026)
• Improved calendar event display for mobile devices (Jan 13, 2026)
• Calendar transaction list modal with improved date styling (Jan 14, 2026)
• Fixed calendar width and scrolling issues (Jan 14, 2026)
• Reduced calendar event popup height on mobile (Jan 14, 2026)

Charts & Analytics

• Account balance chart with dedicated analytics (Jan 7, 2026)
• Income history chart with tooltip (Dec 28, 2026)
• Sankey chart for account distribution (Jan 9, 2026)
• Dynamic scaling of chart bubbles (Jan 9, 2026)
• Merchant chart with theme colors (Jan 9, 2026)
• Improved income/expense chart tooltips with account breakdown (Jan 7, 2026)
• Line chart for income history display (Jan 16, 2026)
• Sankey chart animations for smoother visualization (Jan 16, 2026)
• Increased Sankey diagram max zoom level (Jan 13, 2026)
• Improved date formatting in account balance chart (Jan 13, 2026)
• Dashboard chart adjustments and mobile responsiveness (Jan 9, 2026)

Category Management

• Nicer category settings interface (Dec 22, 2025)
• Category manager improvements (Dec 22, 2025)
• Category name editor with hover controls and mobile UI fixes (Dec 27, 2025)
• Auto-create rules when changing subcategory name (Dec 22, 2025)
• Transaction types added to categories (Dec 27, 2025)
• Filter categories by transaction type (Dec 27, 2025)
• Category filtering in CategoryManager (Jan 1, 2026)
• Confirmation dialog for tag deletion (Jan 1, 2026)
• Category management UI with responsive mobile design and search (Jan 18, 2026)
• Restore deleted categories when creating with same name (Jan 6, 2026)

Recurring Transactions

• Redesigned upcoming recurring predictions with clickable transactions (Jan 5, 2026)
• Mobile view for recurring transactions with expandable details (Jan 8, 2026)
• Client-side sorting in recurring transactions table (Jan 8, 2026)
• Related transactions displayed in RecurringDetails (Jan 8, 2026)
• Filter and sort active recurring transactions by next predicted date (Jan 8, 2026)
• Navigate to recurring page from cards (Jan 11, 2026)
• Show only active recurring transactions (Jan 11, 2026)
• Updated upcoming recurring card date display (Jan 12, 2026)

User Profile & Settings

• User profile management functionality (Jan 1, 2026)
• First and last name fields (replacing name/nickname) (Jan 1, 2026)
• Improved name display throughout app (Jan 1, 2026)

Mobile Improvements

• Mobile UI fixes across budget, transactions, and receipts
• Mobile scrolling fixes by removing nested scroll containers (Jan 21, 2026)
• Fixed date input on iOS devices (Jan 17, 2026)
• Improved DateRangePicker mobile responsiveness (Jan 17, 2026)
• Mobile viewport height calculations improved (Dec 27, 2025)
• Open transaction and recurring cards when navigating on mobile (Jan 11, 2026)
• Some major improvements for better mobile responsiveness (Jan 12, 2026)

AI & Chat Features

• Chat button added to TopBar (Dec 28, 2025)
• AI budget generation for specific months (Jan 15, 2026)
• Improved AI categorization with subscription service detection (Jan 12, 2026)

Dashboard Enhancements

• Dashboard layout persistence for user customization (Dec 28, 2025)
• Improved dashboard scrolling with ScrollArea (Jan 4, 2026)
• Widget drag handle repositioned and overflow fixed (Dec 28, 2025)
• Improved balance calculation considering account type (Jan 6, 2026)
• Connection list UI updates (Jan 6, 2026)

Website Updates

• Complete pricing page (replacing "coming soon") (Jan 2, 2026)
• Feature pages with MDX content (Jan 3, 2026)
• Smart Transaction Categorization feature page (Jan 3, 2026)
• Updated FAQ with detailed pricing and security information (Jan 19, 2026)
• Enhanced team section with expandable bios (Jan 19, 2026)
• Improved blog post content with conversational language (Jan 19, 2026)
• Custom hero layout with app screenshot (Jan 19, 2026)
• Website content updates and typo fixes (Jan 19, 2026)

UI/UX Polish

• Loading screen now theme-aware with animated logo (Jan 12, 2026)
• Standardized loading screen usage throughout app (Jan 12, 2026)
• Fixed buggy budget field input in budget sheets (Jan 16, 2026)
• Budget layout improvements with sticky footer (Jan 16, 2026)
• Improved merchant chart tooltip positioning (Jan 11, 2026)
• Fixed merchant chart bubble tooltip cropping (Jan 11, 2026)
• Enhanced merchant data with logos and website information (Jan 17, 2026)
• Fixed duplicate account issue (Jan 4, 2026, Jan 16, 2026)
• Fixed calendar popover scrolling and height constraints (Jan 13, 2026)
• Improved dialog and popover scrolling behavior (Jan 1, 2026)
• Fixed budget list divider styling (Dec 31, 2025)
• Improved transaction list component UI consistency (Jan 5, 2026)
• Fixed date range picker (Jan 9, 2026)
• Fixed element cropping on mobile (Jan 9, 2026)

Bug Fixes

• Fixed datetime issue on transaction table (Dec 22, 2025)
• Fixed budget sheet pulling transactions from wrong month (Jan 15, 2026)
• Fixed budget calculation bugs (Jan 12, 2026, Jan 24, 2026)
• Fixed division by zero in budget progress (Jan 24, 2026)
• Fixed subcategory issue on budget page (Jan 24, 2026)
• Fixed duplicate account creation (Jan 4, 2026, Jan 16, 2026)
• Fixed merchant issues in production (Jan 14, 2026, Jan 22, 2026)
• Fixed duplicate transaction expansion (Jan 23, 2026)
• Fixed transaction type bugs (Jan 13, 2026)
• Fixed date issues (Jan 5, 2026)
• Fixed calendar width and scrolling (Jan 14, 2026)
• Fixed mobile scrolling issues (Jan 21, 2026)
• Fixed iOS date input (Jan 17, 2026)

If you decide to support Copia, please don't hesitate to reach out to us. We would love to hear from you and get your feedback, join our Discord. Thanks for following along as we build Copia.