Changelog

• If there is an error in your CSV you can now identify and modify it inline

• Choose to skip certain lines with the multi-select option

• Choose which account group and currency to set for new accounts created on import

• Better visibility into tracks your import’s progress

You can now see when your data was last synced on FinWise, as well as when our data providers last pulled data from your bank.

When you sync your accounts, you will now see the progress of each account sync, giving you better visibility into when your data is updated.

We’ve improved our pages so that if you have a custom start date set for your budget, all pages in FinWise will filter data according to this period.

• Add custom groups

• Rename existing groups

• Drag and drop your accounts between groups

• Reorder groups and accounts by name, balance or % of your portfolio

We’ve improved the Fix Duplicate feature to include:

• Better search to catch duplicates with similar descriptions or merchants (eg. Dog food and Dogfood)

• Filters for account, date range and data connections

• Better detection of duplicates that get removed when syncing accounts

• Ability to expand and collapse all duplicate rows

• Cross account scanning for duplicates (helps identify transactions that were incorrectly imported into the wrong account)

Our iOS and Android apps now have:

• Updated charts on Overview screen (more coming on this next week)

• Budget total summaries on Income and Expenses sections on Budget screen

• Ability to view and restore archived transactions

• Toggle between all and unreviewed transactions

• Filters, multi-select and bulk actions on transactions

• Running total of selected transactions

• Scroll-to-top button on transactions list

• Ability to edit data connections in Settings

• New views on Analyze screen

• Intercom (you can chat with support in app)

• Links to our Changelog, Roadmap, Feedback submission and Discord channel

We’ve added the ability to “Select all” or “Unselect all” on various fields when filtering Transactions.

This means you can also now do negative filtering - eg. Select all categories except one.