We're ending 2025 with powerful enhancements that make transaction management and reporting more efficient than ever. This release introduces split categorization for flexible transaction handling, saved filters for quicker access to your data, and a comprehensive Capital Gains report for better tax compliance. We've also added default accounts functionality to streamline your categorization workflow. Along with these major updates, we've made several minor improvements to refine the overall experience. Below, we provide an overview of the key updates and improvements introduced in this release.

Split Categorization

You can now split transactions into smaller amounts and categorize them into different accounts. This powerful feature gives you the flexibility to handle complex transactions that need to be allocated across multiple categories, making your accounting more accurate and detailed.

Save Filters

You can now save transaction filters and access them later for easier access. This means you can create and store frequently used filter combinations, eliminating the need to recreate them each time. Simply save your preferred filters and retrieve them instantly whenever you need to analyze specific transaction sets.

Capital Gains Line Items Report

This report will help with tax and compliance and gives an overview of capital gains booked. The Capital Gains Line Items report provides a comprehensive view of all capital gains transactions, making it easier to track gains and losses for tax reporting purposes. This ensures you have all the information you need for accurate tax filing and compliance.

Default Accounts Usage

You can now set default accounts in your workspace settings page and while categorizing, the default accounts will be auto-applied to ease your process. This feature significantly speeds up your categorization workflow by automatically suggesting the most commonly used accounts, reducing manual effort and ensuring consistency across your transactions.

Minor Improvements

• We've improved the design of PDF and Excel exports for Balance Sheet and PnL reports for better financial clarity. The enhanced formatting makes these reports easier to read and share with stakeholders.
• The Journal details page now shows the journal number for easier identification. This makes it simpler to reference specific journal entries and track them across your accounting records.
• Transaction details now also shows which category and account the transaction was classified into. You can also click on the account to easily navigate to the respective chart of account, providing seamless navigation and better context for each transaction.