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Commented on Option to backdate/retroactively calculate rollover category balancesAlso if I turn on rollover mid-month, it doesn’t count transactions between 1st and today in rollover balance. Is there a way to apply start at 1st of current month?Commented on Option to backdate/retroactively calculate rollover category balancesThank you so much! Love the way you did this with the table of breakdown per month, this will be very useful for on-boarding and setting up budgets I think. A few notes/questions: Currently unable to undo the starting date, if i set Jan 2026, I cannot go back to an earlier day, e…Created Integrate with iOS shortcuts Created Give Money Coach the same tools as Connected Assistants Created Allow rules to add tags, apply to goal and change type Created Keep state when switching tabs Commented on Compare current spend.Looks much better now, thanks for the quick fixes!Upvoted Apply merchant categorization rules to historical transactions (retroactive rules)Commented on Compare current spend.Looks really nice! Love the addition this chart brings with info that we couldn’t get otherwise! I also have a couple notes noticed the same horizontal scroll triggers when you hold the graph on iOS too If you keep sliding on the graph the legend box disappears after about half w…Commented on Update budget of previous monthsI see thank you for the explanation! It makes sense why you remove categories without spend then. And yeah once my budget is ready I also agree adjusting it in the past is unlikely. Thank you now my September budget is good:)Created Separate receipt import from statement import Upvoted Combine calendar & subscription?Commented on Combine calendar & subscription?To add to this, there are also repeating transactions that don’t appear on either the Calendar or the Subscriptions pages, so it’s hard to get a complete picture of anything on a schedule in one place. The Subscriptions page also feels disconnected from the rest of the app, espec…Upvoted Add goal items to budget Commented on Update budget of previous monthsHi, thank you for the explanation and great to hear so many things are fixed! Thanks for keeping improving this app:) “Months from before you joined have no copy, so they use your current budget, but only for categories with spending that month.” Why not have it show all categori…Commented on Transaction search improvementsGreat, thank you for the hard work :)Upvoted iPhone Quick Actions Upvoted Subscriptions Created Transactions Sticky Headers Commented on Additional Charts and Stats on Reporting PageInitially requesting this because currently the only way to see a bar chart of category is on the budget modification UI, or look at the numbers in report category breakdown. My main goal here is to easily visualize how spending in a specific category or group trends over months.…Created Additional Charts and Stats on Reporting Page Created Filters on report page Created Update budget of previous months Commented on Transaction search improvementsYay! Looks much better, love the help with the “?” and clickable suggestions. You’re right the previous change worked but would be harder to use than now. I tested many cases it works very well, very powerful for example I can search “canada not air” to find all payee that mentio…Commented on Email "Connection"How about setting an inbound email address like tx@waypointbusget.com where we can forward bills. If the source is associated with an account, waypoint parses the content and automatically imports as a transaction? Then the user would need to setup forwarding rules on their email…Upvoted Email "Connection"Commented on Compare current spend.+1 something like a current month vs previous month spend chart, or current vs average month Upvoted Compare current spend.Commented on Transaction search improvementsThank you so much! It works very well. Looking forward to the natural language search. However this feature seems hard to discover if you’re not familiar with it, maybe a help button nearby explaining the search syntax could help. Also it is still not possible to filter out categ…Commented on Easier transaction selection on the appNice! That makes it much easier to use on mobile, looking forward to the select all button :)