Import transactions from a receipt photo

We added a faster way to bring transactions into Copia from a photo, and tightened what happens when a subscription lapses or you are browsing on the free tier.

Transactions

• You can import transactions from a receipt or purchase photo on web and mobile. Copia reads the merchant, date, and amount from the image so you can map the account and category before importing.
• Photo import is included with a Copia subscription. CSV import stays available on the free tier.

Bank linking

• When your subscription ends, linked banks disconnect so syncing stops. Your transactions and account history stay in Copia, so you can pick up where you left off if you resubscribe and link your banks again.

Subscription

• If your subscription lapses, we send an email explaining that bank connections were paused and your data is still there.
• On the free tier, tapping a locked item in the sidebar now opens subscription settings instead of leaving you on a page you cannot use.