Kakei AI – Expense Tracker

・Dashboard charts include the current month: The asset and surplus trend charts now extend to the current month. Financial metrics and averages still use completed months only. ・Exclude categories or tags from analysis: Users can exclude selected categories or tags from the expense breakdown, the top expense ranking and the AI analysis. Income and expense totals are not affected. ・Totals grouped by memo: In the income/expense detail, selecting a category or tag now shows totals grouped by memo (for example, dividends per stock). A month/quarter/year switch has also been added. ・Income sources in reports: Tapping an income type (labor, capital, passive, other) lists its sources grouped by memo. Monthly and yearly reports now include a list of passive income sources. ・Scan import improvements: When importing scanned transfers, users can choose the destination account. Users can also move multiple scanned transactions to a different year and month at once. ・Delete ended installment plans: Completed or cancelled installment plans can now be deleted. Posted transactions and balances are not changed. ・Bug fix: Fixed income structure bar colors that did not match the chart legend.