March 2020: Security Improvements, Huge Performance Gains, and Better Automated Testing

The March 3 update, while solving some crucial bugs, was a bit on the light side. That's because there's been a large amount of separate work done for an upcoming update that completely overhauls everything from the login process to the server logic, which I will detail below. Please note, this post gets a little…

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February 2020: Updates to Free Trial, User Onboarding, and More

I hope everyone is having a great year so far! It's been a little while since the last blog post, but Budgetwise has seen a steady stream of updates. I've continued to push out new releases every 2 weeks at a minimum, with a focus on quality-of-life improvements and workflow enhancements. At the time of…

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Import Tool Released; Upcoming Development Changes

The import tool has finally been released, and the accompanying help article found here will help get you started. It allows for importing various file types (including .csv and .qfx), and you can choose whether or not to treat imports as: Historical - doesn't count towards balances Budget - affects account balances There are other…

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Fall '19 Update Coming Soon: New Import Tool, Drag & Drop, Updated Transfer Flow

A few months ago, with the impending release of OSX Catalina and a certain other budgeting app no longer working on 64-bit machines, we started work on a powerful new import tool. The new import tool will be able to handle YNAB4, nYNAB, and pretty much any configuration of .csv, .qif, .qfx, or .ofx that…

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The Rewrite Has Been Deployed

It's been quite the week! Along with wrapping up the rewrite, I also found out that we have a second baby on the way, so very excited :). There are a few things that I had to pull back as I continue to improve: Drag and drop Manage budgets/payees Better charting A few bugs related…

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