You can now customise your account groups on the Accounts page on @FinWiseApp!
- Add custom groups
- Rename existing groups
- Drag and drop your accounts between groups
- Reorder groups and accounts by name, balance or % of your portfolio
FinWise Mobile App Updates π
Our iOS and Android apps now have:
- Updated charts on Overview screen (more coming on this next week)
- Budget total summaries on Income and Expenses sections on Budget screen
- Ability to view and restore archived transactions
- Toggle between all and unreviewed transactions
- Filters, multi-select and bulk actions on transactions
- Running total of selected transactions
- Scroll-to-top button on transactions list
- Ability to edit data connections in Settings
- New views on Analyze screen
- Intercom (you can chat with support in app)
- Links to our Changelog, Roadmap, Feedback submission and Discord channel
FinWise Mobile App Updates π
Our iOS and Android apps now have:
- Updated charts on Overview screen (more coming on this next week)
- Budget total summaries on Income and Expenses sections on Budget screen
- Ability to view and restore archived transactions
- Toggle between all and unreviewed transactions
- Filters, multi-select and bulk actions on transactions
- Running total of selected transactions
- Scroll-to-top button on transactions list
- Ability to edit data connections in Settings
- New views on Analyze screen
- Intercom (you can chat with support in app)
- Links to our Changelog, Roadmap, Feedback submission and Discord channel
View the running total while selecting transactions π
When you select transactions on the Transactions Page, you will now see the running total amount of all transactions selected on the top of the screen.
Split Transaction Improvements π
Weβve improved splitting transactions on @FinWiseApp with the following updates:
- Add tags and notes directly when you split a transaction.
- Once an amount is entered on the first split, it auto-populates the amount on the second split.
- Split equally button: applies the same amount or % across splits.
- Inline calculator: Calculate a running total of the split transactions by using the + and - buttons. Eg. have a receipt from a meal out with friends? Calculate inline the total per split needed.
Try https:https://t.co/or9mNpeXRj now
Hey @youblowmy! Sorry that you're having trouble connecting to Capitec. Most users struggle because of internet banking being disabled. It is important to note that Capitec advises that this change may take up to 24 hours to take effect and is not applied immediately.
Please DM me and I can check out your account!
We've just released the ability to view and restore deleted transactions.
From the menu on the Transactions Page, you can now view transactions you previously deleted.
We've just released the ability to auto detect and fix duplicated transactions.
On the Transactions Page, you can now identify and more easily fix duplicates.
While running @FinWiseApp, @jasrusable and I started experimenting with AI to get more out of a two-person team.
The problem was always the same. The tools were smart, but they didn't know us. Every session started from scratch where we had to explain the product, the context, who we are. Copy paste, everyday.
It got frustrating enough that we just started building what we actually wanted. Something connected to Slack, our docs, our whole history - that knew what was going on and didn't need a briefing every time.
And so @trycogito was born.
I've been running it inside @FinWiseApp for a few weeks now. Genuinely feels like having another person on the team. It's a team-wide AI, that deeply understands the business and has organizational memory and understanding.
We're looking to work with a few design partners who want early access and will help us shape the product. If that's you, DM me or join the waitlist at https://t.co/lgSRYzpATC