Recurring expenses, faster CSV import, and a redesigned tax-basis worksheet. Plus a few bug fixes nobody asked about but everyone wanted.
A quieter month than usual from the outside, but the things we shipped represent some of the most-requested items in the feedback queue. Here's what changed.
Recurring expenses
You can now set any expense as recurring — weekly, biweekly, monthly, quarterly, or annual — and the app will generate the next occurrence automatically. HOA dues, insurance premiums, gardening services, utility estimates: set them once and they appear in your ledger without re-entry.
Recurring expenses can be linked to a vendor and a property, and you can override the amount for any specific occurrence without affecting future ones. Edit the template to change the amount going forward.
Faster CSV import
The old CSV importer required a rigid column order that almost no bank export matched. The new importer lets you map any column to any field — drag and drop, or use the dropdown — and remembers your mapping for that bank the next time.
We also added a preview step before you commit the import, so you can see exactly what will be created. Duplicate detection now checks against existing expenses within a 3-day window by amount and description.
Redesigned tax-basis worksheet
The old basis view was a table. The new one is a proper worksheet — property by property, year by year, with a running total that updates as you add or flag expenses.
The worksheet now also shows your estimated taxable gain at current market value, using your property's current valuation (if you've entered one). It's not tax advice, but it's a useful number to have when deciding how long to hold.
Bug fixes and small improvements
- Fixed: vendor totals were double-counting expenses shared across two properties
- Fixed: date picker on mobile was dismissing on scroll
- Fixed: PDF attachments were displaying at wrong rotation on some devices
- Improved: search now includes attachment file names, not just expense descriptions
- Improved: the budget overview chart now shows last year's spending for comparison
Next up: inbox improvements (smarter email parsing, better duplicate detection) and a maintenance log with reminder scheduling. We're aiming for an April ship on both.
