The September release focuses on making your accounting workflow more seamless and transparent. From smarter transaction handling to deeper wallet insights and faster journaling, every update is designed to help you manage your books with greater accuracy and efficiency.
Identify Internal Transfers in Uncategorized Transactions
Within the Uncategorized Transactions table, you’ll now see smart suggestions indicating if a transaction is an internal transfer. You can view its counterparty transaction and mark them as internal transfers — all from the same screen.
Wallet-Based Integrations
You can now connect over 500 crypto wallets, including Metamask, Trust Wallet, and more. This lets you automatically fetch and reconcile your wallet transactions with ease.
Ignore Spam & Last Synced Time in Portfolio Holdings
The Portfolio Holdings report now includes an option to ignore spam tokens for a cleaner view. Additionally, you can see the last synced time of each wallet in the “Wallet-wise” holdings tab for better data transparency.
Clone Journal
You can now duplicate existing journals with a single click using the Clone Journal feature. It’s especially handy when recording multiple journals of the same type — just clone, tweak, and save.
Remaining Amount in Journals
When creating a journal entry, you’ll now see the remaining amount that needs to be added to debits or credits. This makes balancing journals much easier and helps ensure accuracy.
Wallet Summary Page
Clicking on any integration now opens a dedicated Wallet Summary page showing its last synced time, total transactions, and uploaded files. This gives you complete visibility into each wallet’s sync and data history.
All Transactions in Uncategorized Page
The Uncategorized Transactions page now displays both recognized and unrecognized transactions together in one view, making it simpler to review and categorize them efficiently.
Sync Filters with URL
Filters applied on the Transactions page are now reflected in the URL, allowing you to easily share filtered views with teammates or save them for future reference.