Changelog

Fixed a security issue in how expenses, recurring expenses, and vaults check categories.

Keep personal and business records apart in private workspaces under one login.

Record what each client agreed to pay, apply each payment you receive, and see what is still outstanding.

Give each client job one page with its costs, its client charges, and the payments collected.

See each account's estimated daily balance for the next 7 or 30 days.

Record the money you receive and keep a balance for each bank account, e-wallet, and cash wallet.

Fixed a security issue in the expense CSV export.

Keep a private list of the things you own, with what you paid and what each one is worth now.

A Reminders page and a list on the dashboard show debt deadlines and recurring bills that need attention.

A time-bound vault now compares its planned amount with the costs you recorded, so you see how much of a job's plan is used.

Recurring expenses now have a calendar of upcoming bills and installments, up to twelve months ahead.

The Debts page shows balances and deadlines, with the most urgent debts first. You can record a repayment from the list.

The Vaults page opens on your active vaults.

Active is now the first tab on the Vaults page.

The reset history of an open-ended vault lists each completed period and what you spent in it.

CatatKoin can pick a category for an expense that you log through the API. Open the expense details to keep that category or change it.

Log expenses from the web and edit many at once. Sort them with the default categories or your own.

Send “50k lunch” to the bot, or create expenses from your own tools.

Set a spending limit for a period, with monthly, quarterly, or yearly resets.

Track subscriptions, bills, and installments.

See where your money went each month, by category.

Track money you lent to or borrowed from your contacts, with repayments and settlements.

Add many expenses at once from a statement.

Download your expenses as a CSV file, or share a read-only page.