Web: Speed & Workflow Improvements

Over the past month, the Web team has been refining workflows, increasing application speed, and improving reliability for the new desktop experience. Here’s a few noticeable highlights!

Accounts

• Manual Account Sync: Managing manual accounts is now smoother. When you update a manual account balance or add transactions, your total assets and net worth will refresh right away — no need to reload the page.

• Connection Management: You can now access “Manage Connection” directly from the account detail dropdown, making it easier to fix any issues with linked institutions.

Transactions & Bulk Editing

• Tag Consistency: The bulk-edit tags interface now stays in sync with your changes when editing multiple transactions at once.

• Bulk Action Visibility: We’ve fixed an issue where category, type, and tag options would disappear when using “Select All.”

• Stable Sorting: Changing a category on a “To Review” transaction no longer causes your list to reorder unexpectedly.

Account Management

• Authentication States: Error messages during login and sign-up are now clearer, so you’ll have a better sense of what went wrong.

• Login Emails: We’ve updated our account emails to be cleaner and easier to read.

• Google Pay: Google Pay is now supported at checkout during onboarding, alongside Apple Pay.