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Changelog

Follow new updates and improvements to FinWise.

Data Import Improvements

  • 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

Fix Duplicate Improvements

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)

FinWise Mobile App Updates

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

Earlier updates