Simple Finance: Budget Planner icon

Simple Finance: Budget Plannerv2.4

Released August 28, 2026Major

iOS

What changed

  • SocialEnhanced household sharing with account selection, transaction attribution, and privacy controls.
  • New featureAdded 'One-Time Expenses' feature to plan non-monthly costs separately.
  • UXImproved PDF reports with selectable and searchable text.
  • New featureExpanded import support for .xlsx and OFX files and European bank amounts.
  • UXOptimized notification timing and reduced haptic feedback frequency.
  • PerformanceFixed calculation errors in amount fields and split transaction tracking.
  • New featureIntegrated an in-app help center with searchable articles and direct messaging.
  • UXRedesigned Bills screen with a tile view and improved recurring bill visibility.
  • UXUpdated investment UI to display share price moves and position values.
  • PlatformAdded support for iOS 18 and expanded device compatibility.

Original release notes

Sharing with someone, done properly.

• Combine your finances — one pass when you go full-share. Choose which accounts belong to the household, and decide the budget to keep where you both tracked the same category.
• See who added what. Every shared transaction shows the person who added it, and the household split now has a column for each of you instead of one lump.
• Keep things back. Hide a category, an account, a bill, an investment account, a mortgage, a retirement plan, a goal, or a single transaction. Anything you keep private is removed from their device on the next sync.
• New to the app, but not to each other? If one of you has already entered years of history, you can now hand all of it across — and a month they already have is never counted twice.
• Net-worth snapshots sync to your household.
• Rename anyone in your household, and the name follows them onto every screen.

ONE-TIME EXPENSES
Saving for a wedding, a ring, a car? Plan it once and it stays out of your monthly budget — and you can log one you have already paid in a single save.

REPORTS
Report PDFs are real documents now, with selectable, searchable text instead of a picture of a screen.

IMPORTING
Spreadsheets (.xlsx) open directly, OFX files work on iPhone, and exports from European banks import at the right amounts.

NOTIFICATIONS AND HAPTICS
Bill reminders arrive spread out rather than a dozen in the same second, and the app is quieter — one buzz per action, and nothing announcing what is already on your screen.

FIXES
• Typing 4000 into an amount field could save $40.00.
• The Budget tab left split transactions out of Spent, so it disagreed with Home, Trends and every report.
• Charts no longer sit blank for a moment when a screen opens.
• Mortgage interest showed "—" for people who really had paid it.
• Faster taps and charts on Home, Budget and every drill-down.

SOMEWHERE TO ASK
• A help centre built into the app — 129 answers across 20 topics, 30 troubleshooting walk-throughs, and search that actually finds them.
• Ask a question, report a problem or suggest an idea without leaving the app.
• A real person answers, and the reply comes back inside the app under Help → Your messages.

BILLS
One screen for the month — what's paid, what's left, and every bill as a tile. Bills that repeat every two weeks now show every occurrence, not just the next one.

INVESTMENTS
A holding sho…

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