What's new in Budgitify

Your Accounts, All in One Place

A rebuilt Accounts screen lets you see every bank and account at a glance, know right away when something needs your attention, and fix it in a tap. Plus, refunds finally look like money coming back.

• A brand-new Accounts screen with a quick summary, a color bar showing where your accounts live, and a Manage button for each bank
• Clear status messages when a bank needs you, from reconnecting to new accounts found, each with a one-tap fix
• Tap any account to see its balance, available funds, pending amount, credit used, and when it last synced
• Update a manual balance in one tap, and get a gentle flag when one hasn’t been updated in over 30 days
• Refunds now show in green with a "+" and a "Refund" tag, and no longer count as money spent

See Your Spending Your Way

Look at your spending over any stretch of time, spot familiar merchants at a glance, and enjoy a fresh set of icons across the whole app.

• Spending now covers the last 7, 30, or 90 days or the past year, compared with the period before, plus your top categories and merchants
• Merchant logos on your transactions, recurring bills, and subscriptions
• A brand-new icon set with over 200 category icons, including coffee, gym, gas, and more, with search when you pick one
• A cleaner transaction screen: change the category in one tap and have Budgitify file that merchant the same way from now on
• Home Screen widgets now load right after you install, and adding a transaction on a shaky connection never creates duplicates

Your Budget, Right on Your Home Screen

Budgitify now lives on your Home Screen and Lock Screen, gives you a heads-up before a budget runs out, and gets you set up in about two minutes.

• A new Home Screen widget shows what you've spent today, with a one-tap shortcut to add a transaction
• Pro widgets put your budget left and upcoming bills on your Home Screen and Lock Screen
• Budget alerts (Pro) let you know when a category reaches 80% and 100% of its budget
• A faster setup: pick your currency, choose how you want to track, and add your first transaction in about two minutes
• Smarter subscription detection with fewer false alarms and renewal dates that stay up to date

Find Anything, See Where It Goes

Activity and Spending got a serious upgrade. Search and filter your transactions in seconds, and see your month at a glance: where money came in, where it went, and how each budget is holding up.

• Search your transactions instantly and filter by category, account, type, date range, amount, and ignored status, all at once
• A redesigned Spending tab: tap through the months to compare income and spending, and see every budget against what you've spent
• Edit a budget right from its detail screen
• Shimmer loading states and polished iPad layouts

Subscriptions, Spotted for You

Budgitify now notices the subscriptions you're already paying for by keeping an eye on your bank activity, and your goals can hold a target date and a priority so you always know what to focus on next.

• Budgitify automatically finds your recurring subscriptions and lets you track the ones you care about in a single tap
• Goals can now hold a target date and a priority, so you can see what you're pacing toward and what matters most

Try Everything in Demo Mode

Curious how Budgitify works before you sign up for everything? Turn on Demo mode and explore the whole app with realistic sample data.

• Turn on Demo mode right from the dashboard, or whenever you like from the More tab
• Explore the whole app with realistic sample data, from transactions and spending to budgets, net worth, and connected accounts
• Turn it off whenever you want by tapping the banner, taking any action, or simply reopening the app

Smart Rules

Put your bank transactions on autopilot. Create rules that automatically rename and recategorize transactions the moment they arrive.

• Auto-rename and auto-categorize bank transactions with rules you set
• Match by name, account, or amount — and optionally apply a rule to your existing transactions too
• Reorder your rules to decide which one wins: the first match is applied

Shape What's Next

Try Budgitify before you ever sign up, with a friendlier first run throughout.

• Try it before you sign up: add an example transaction and watch your dashboard come to life, no account needed
• A friendlier first run with clearer prompts and helpful nudges along the way

Goals & Net Worth Trend

Set goals you'll actually finish, watch your net worth grow over time, and dig into your spending with a more interactive chart.

• Goals for anything you're saving toward, with quick-start templates and confetti when you hit one
• Net Worth Trend (Pro): follow it over 1M, 3M, or 1Y and tap any day for the exact number
• Scrub your spending chart to see the running total for any day this month

A Fresh New Look

A full UI overhaul brings a cleaner, more modern feel to every screen.

• Every screen redesigned from the ground up
• Refreshed dashboard, transactions, spending, and more
• Polished icons, type, and spacing throughout

Bank Connections via Plaid

The biggest update yet. Connect your bank and turn Budgitify into a complete financial hub with real bank data.

• Link your bank securely with Plaid and import transactions automatically
• Full account management, including credit card balance, limit, and utilization
• Real-time search, pending labels, and biometric lock when a bank is connected

Updated Date Picker

Pick a date right from the calendar, no more guessing which day is which.

Home Screen Widget

Add transactions faster with a new small and medium home screen widget.

Duplicate Transactions & Guides

Copy a transaction in a tap, and learn as you go with in-app guides.

• Duplicate an existing transaction with the details prefilled
• In-app guides and articles to help you budget better
• Helpful push notifications so you never miss an update

Recurring Calendar & Currencies

See your recurring transactions on a calendar, set your currency and formatting, and Budgets becomes Spending.

• Recurring calendar to see what's coming up at a glance
• Set your preferred currency and decimal format across the app
• Budgets renamed to Spending for clarity

Pro Arrives

Our biggest early update. Pro lands with budgets, custom categories, CSV export, and Face ID.

• Budgets with monthly overviews and category charts
• Custom categories you can create and edit
• CSV export, month by month
• Face ID or passcode lock for your finances

Search Transactions

Find any transaction fast with search.

Launch

Budgitify launches. Track your spending and start building better money habits.