Updates
Release notes and service notices for Budget-Time. We keep entries brief; if something needs action on your part, it will say so clearly. Questions? Email [email protected].
Safer bank syncing now confirms sheet writes before advancing, CSV imports follow the current Transactions layout, and header changes pause writes instead of guessing. Payments project through next month with stricter matching; balance and trade histories are newest-first and filterable. Debt payoff now compares true snowball and avalanche rollover simulations. Onboarding, AI-without-Gemini guidance, and troubleshooting were rewritten to match the current product.
Chase is adding a connection expiration choice. Starting late August, Chase asks its customers to choose how long a bank connection lasts when linking: 6 months, 1 year, or always. This is a Chase-wide change affecting every app that connects to Chase, not just Budget-Time.
- What we recommend: choose "Always" when linking a Chase account so your syncing never pauses.
- If you pick a shorter window, syncing stops when it expires until you reconnect (open the sidebar and click Reconnect). Your existing transactions are never affected.
- You can change your choice anytime in the Chase Security Center.
- Existing connections are unaffected today; the earliest expirations would occur about 6 months after linking under the new flow. We will notify you by email before a connection is due to expire.
Subscriptions finder v2: recurring charges now show active/inactive status, last and previous charge, price-change tracking, and an estimated annual total. It also learns from your own category edits.
Rewrote the Privacy Policy in plain English (with a technical appendix). Fixed several broken-link and error-page issues on the website.
Subscriptions finder launched. Daily overnight autofetch is now on by default (opt out anytime), and a new Quick Start walks you through setup step by step.
Sidebar redesign with a Dashboard Wizard and welcome tour. Faster syncing and automatic duplicate cleanup.
Sheet design overhaul: a new Dashboard layout and a tab organizer to keep your spreadsheet tidy.
Budget Wizard v2 with per-category breakdowns, modernized categories, and email alerts when a bank connection needs attention. Fixed unreadable credit amounts in Dark Mode.
Budget Wizard, Debt Payoff planner, and Payments tracker. Added header protection so formulas keep working even if a header row is edited by mistake.
Budget-Time launch: new name, new tabbed sidebar, and 12 spreadsheet themes.