v1.20.8Released

Mobile balances and transaction date filters

Account balances on mobile, new transaction date filters, auto-seeded budget months, and bank sync reliability improvements.

Bank connections

  • Account balances now show on mobile web, matching what was already visible on desktop
  • Fixed a sync error that could occur during long pagination cycles with Plaid, making bank syncing more reliable
  • Bank connection errors (like expired credentials) now correctly prompt you to reconnect after syncing

Transactions

  • Two new date filter presets: "Last 6 months" and "Last year"

Budget

  • Remove buttons for subcategories now appear correctly when you hover over a row
  • New budget months auto-populate with amounts carried forward from your current month so you don't start from zero
  • You can use the Tab key to move between subcategory amounts when entering your budget

Recurring

  • The recurring transactions detail page loads faster

Dashboard

  • The account distribution chart is easier to read, with categories grouped together and labels that stay on screen

Chatbot

  • The chatbot exits full screen when you navigate to a different page

See every release

Mobile balances and transaction date filters (v1.20.8) - Change log | Copia