Local Budget: Statement Scan

Version 1.2 is the biggest update since launch. Most of it came from people writing in about what was slow, confusing, or buried. A HOME SCREEN WORTH OPENING Local Budget now opens on your latest statement month instead of a list. One total across every card, how it compares to the month before and to your average, and which cards are actually in for that month. Tap a category to see where it went, or swipe to page back through earlier months. STATEMENTS GOT THEIR OWN TAB Importing, fixing a statement's month, and seeing which months are covered all live in one place now, instead of being spread across the app. A REAL SUMMARY AFTER EVERY IMPORT When an import finishes you get a summary: what came in, what it totalled, which categories it landed in, and how much was labeled for you automatically. From there you can review just the transactions you imported, with the full search and filters, rather than hunting for them in the whole list. ANALYSIS REBUILT Pick day, week, month or year and the chart shows that unit side by side, so months compare against months and weeks against weeks. You also choose how far back to look, from a week up to everything you have, and it remembers your choice. Four views: spending, a running total against the period before, categories, and budgets. LABELING THAT LEARNS Label something by hand and the app offers to turn it into a rule, so next month it does it for you. Rename a label and its rules follow. RECURRING CHARGES, FOUND FOR YOU The app watches for merchants that charge you on a rhythm and offers to track them, with the amount and the cadence already filled in. It flags a price that has gone up, and reminds you before a bill is due. SMALLER THINGS THAT MATTER • Try the app with sample data before you import anything • Statement PDFs with a password open right in the app • CSV layouts are remembered per card, so next month's file needs no setup • Every screen shows your latest statement month, not a half empty current one • Account names are read from the file name and cleaned up • Sharing a statement in from another app now lands where it should FASTER The app was rebuilt around large histories. Opening a tab, switching months and scrolling the transaction list no longer wait on the whole database. If you have thousands of transactions across years of statements, this is the release you will feel. FIXES • Tapping a slice of the category chart no longer freezes the app • Long chart spans draw every bar, and tapping one opens the right month • The spending bar on Home no longer changes when you expand the list below it • Comparisons name the period they are comparing against, instead of saying "last month" when they mean something else • Budget and category totals agree everywhere, including the widget • Split transactions no longer show up as needing a label • Bill reminders set for a future start date now actually arrive • Restoring a backup is all or nothing, so a failure cannot leave you half restored Thank you to everyone who wrote in. If something still does not work, email localbudget@tripletnotes.com and tell us the card issuer. Please do not attach the statement, and never send account or card numbers.