Local Budget: Statement Scan

APPLE CARD (new, US) Booked Apple Card transactions are read through Apple Wallet and synced each time the app opens. Apple Card only. Card payments are excluded, and dates covered by imported Apple Card statements are skipped. Revoking access deletes the data. CATEGORIES • Labels are now categories: one per transaction, managed in Settings > Categories with their rules, merchants and colors • Automatic categorization on import and sync: your rules, then your past choices for the merchant, then a built in merchant list, then Apple Card's merchant type. Unmatched transactions stay uncategorized • The import preview shows each transaction's category and lets you change it before importing • Review Categories after an import: one row per merchant. One change applies to all of its transactions and future ones • Categorize by Merchant: uncategorized spending grouped by merchant, largest first, with suggestions and undo • Correcting an automatic category corrects the same merchant's other automatic ones • Categories you set are never overwritten LABELS (new) Any number per transaction, independent of category. Filter and chart by label in Transactions. Budgets can track a label. DRILL DOWN • Budgets open the month's transactions behind them • Home insights open the category, budget, bill or merchant they describe • Merchant links keep the month or range you were viewing • Bills list their recent matching charges BACKUPS • Encryption is always on: 256 bit AES (GCM), PBKDF2 key derivation at 210,000 iterations, a new random salt per file, 12 character minimum • The password is stored in iCloud Keychain or on this iPhone only. Restore tries it automatically • Backup files are named with the export date and time • Backups from earlier versions still restore FIXES • Card payments in statements are detected and unticked by default • Larger tap areas throughout. Import preview rows respond across their full width 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.