Account disabling / Version History

Account disabling / Version History

Account disabling / Version History

Oct 30, 2023

Oct 30, 2023

Oct 30, 2023

🎃 Happy Halloween, Fina family!

As usual, we still have a bunch of exciting updates to share with you!

  • Accounts
    Now you can disable an account if you want to exclude it.

  • Transactions table size
    For the small screen, Fina used to cut off what it should display, now we have introduced a horizontal scroll bar if needed.

  • "Category Expense" Block
    We have added two options in the settings of this block: 1) compare to a category budget and 2) compare to an income category budget.
    The first option will display how much remaining current expenses are from its own budget set.
    The second option will display how much percentage current expense is taking of a selected income category.
    Thanks for the idea, @Farooq!

  • Categories
    Categories tab is one of the core surfaces that our Fina users use the most, we will continue improving this surface.
    1. Enhanced Drag & Drop: drag & drop a category to another place made easier, and now you can drop it to the position you want within a group.
    2. We have disabled the default sorting by income/expense amount, so that you can keep your category tree in the order you designed it to be. In the future, we will introduce extra options to allow you to sort them.
    3. Snapshots: you can save the state of your categories and rules into a snapshot which you can restore to it later in case something is messed up after that. Up to 3 snapshots are allowed and you can rename each to help you memorize what they are!