Shared accounts are now more polished and personal.
This update improves shared account names so each participant’s chosen name appears more consistently throughout the app, including shared transaction history and attribution. We also improved the shared account management experience, refreshed participant labeling, and fixed issues around syncing and displaying contributor names.

Additional bug fixes and reliability improvements are included across the app.

•  New joint account sharing support for shared account management
• CSV import to bring in transactions from your bank faster
• Expanded reports and premium analytics for better spending insights
• Recurring transaction improvements for easier tracking
• iCloud sync and overall reliability improvements
• Bug fixes and usability updates throughout the app

• Added shared accounts support
• Improved readability, spacing, hierarchy, and overall visual consistency across key screens
• Improved Reports and Budgets navigation
• Polished Pro upgrade and membership screens
• Fixed Reports summary trend display
• Better light/dark mode presentation and a more native iOS feel throughout the app
• Bug fixes and performance improvements

Joint Accounts & Shared Checkbooks
Share selected accounts with family, partners, or anyone you manage finances with. Invite others via iCloud, and both of you can add, edit, and track transactions in real time. See who added each transaction, and resolve conflicts automatically when edits happen at the same time.

Shared Budgets & Goals (Read-Only)
When someone shares an account with you, their budgets and goals are now visible too — so you can stay informed about spending limits and savings targets without accidentally changing them.

Split Transactions
Split a single transaction across multiple categories — perfect for trips to the store where you buy groceries and household items in one purchase.

Improvements & Fixes
• Revamped Transactions list view to show cleared vs outstanding transactions
• Visual indicators show which accounts are shared
• Manage participants and permissions for shared accounts
• Real-time sync keeps shared accounts up to date instantly
• Conflict resolution with clear side-by-side comparisons
• General stability and performance improvements