Settings search, bulk review resets, and sidebar updates

Highlights

Search categories, rules, and tags

You can now filter the lists in Settings on Categories, Rules, and Tags, with matching text highlighted. Press Cmd+F or Ctrl+F to focus search and Escape to clear it; filtered rules keep their priority numbers.

Mark transactions as unreviewed

You can now mark multiple reviewed transactions as unreviewed from the transaction bulk action bar's overflow menu. A confirmation dialog lets you check the change before applying it, and you can undo it afterward.

Navigate with a fixed sidebar header and footer

You can now scroll the sidebar menu independently while its header and footer stay in place. Grouped navigation and labels on collapsed-icon tooltips help you find pages, and the collapsed sidebar no longer expands on hover. Your assistant chat list also gets clearer keyboard focus and indicators for content hidden above or below.

Get guided through privacy protection

You can now follow a guided tour on the privacy page covering your status, the removal process, sites, and any pending manual opt-outs. The tour adapts to your current state and waits for your initial scan and bank connection guide to finish.

Improvements

• You can turn on a disabled rule while editing it, with a notice explaining that the change takes effect only after saving.
• Your transaction bulk action and undo bars now switch to compact controls when space is tight, keeping actions available without overflowing.
• You now see a Pending badge beside the transaction date, with a tooltip explaining possible amount changes and when review becomes available.
• You now confirm transaction date changes before saving, with the original and new dates for individual changes and the affected count for bulk changes.
• You can create tags directly from a rule's Add tags action, and empty pickers now explain what's missing.
• You see category group colors and emojis in category pickers, with wider, consistently sized pickers that leave room for labels.
• You get matching filter controls and chips across transactions, recurring items, budgets, and the rule editor.
• You see clearer secondary text and selected rows across the app, with lighter transaction badges that remain readable.
• Your bank account badges now use light text with consistently faded account numbers.
• You get consistent button and link hover feedback, improved control contrast, and a clearer disabled send button in assistant chats.
• You see more compact app headers and consistently sized card titles and detail-panel icons.
• Your net worth charts now take up less vertical space.
• You see thicker chart lines and matching legend marks, while budget pace points at the top of the chart remain fully visible.
• You see consistent chart tooltips with aligned figures and color cues for positive and negative values.
• You see transaction and recurring-group details without account information when confirming a recurring-group mismatch.
• You see a consistent loop-arrow icon for recurring transactions and subscriptions throughout the app.
• Your Include in the budget switch in Edit account now uses a compact layout and stays disabled while saving.
• You see clearer bank connection alerts, with larger titles, distinct status icons, and actions arranged to fit pages, panels, and settings cards.
• You see shorter feature names in plan comparisons to reduce wrapping in the two-column layout.

Fixes

• You can now refresh a household bank connection even if another household member originally linked it.
• Your assistant distinguishes dashboard net worth from account-page totals and no longer reports a bank connection as synced before its first sync.
• Your assistant asks you to approve a revised budget proposal if budgets change, and confirmations keep the proposed month across month boundaries.
• You can retry a recurring-group selection after canceling confirmation or a failed save, without losing an existing link when transaction data reloads.
• Your transactions on loan, investment, brokerage, and other accounts no longer repeatedly fail categorization when no valid categories apply.
• You now see the blocking credit report access error after verification, without duplicate permission messages.
• Your date and budget impact pickers now close when the transaction selection clears, rather than remaining open without the bulk action bar.
• Your popovers no longer jump before closing when you use the pointer or keyboard.
• You can read chart tooltips when they extend over toggles or sticky list headers.
• Your net worth, budget summary, and cash flow settings buttons now sit centered in their headers.
• You now see a readable panel behind the emoji picker's error message and Try Refreshing action if it fails to load.
• Your shared assistant replies can no longer be replaced with user messages, and images in replies appear as text instead.