Local Budget: Statement Scan

Categories • More merchants get a suggested category. When the app doesn't recognize a merchant, a word in its name (restaurant, steakhouse, parking, pharmacy, insurance) suggests one. These are suggestions only: you tap to accept, and they are never applied on import • Suggestions use your own category names. If you have Restaurants or Fuel, that is what is suggested, not a second Dining or Gas category Statements • Report a statement that didn't import right, from the import preview or the summary after importing. The button is always there and leads with Report This Statement when the rows don't add up to the statement's printed totals, including payments and credits. It opens an email with your app version and one technical line about the statement's layout, such as how many rows were read. Nothing from the statement itself is in it, and you see the whole email before you send it • The Out and In lists in the import preview, and in the Share sheet, fold to one line with their count and total Fixes • A page header could be read as a transaction, and the first charge on that page was lost when it was in a foreign currency. Seen on Capital One; the fix covers every statement layout • Merchant names with a "*" prefix (GLF*GolfNow) keep their full name • Open in Local Budget from the Share sheet now opens the app • A backup restore no longer overlaps an Apple Card sync • When payments and credits didn't match the statement, the summary could still say the import matched its total Email localbudget@tripletnotes.com with the card issuer's name if a statement doesn't import correctly. Don't attach the statement, and never send account or card numbers.