February 2026 release
In the February release, new features were added that provide more insight into the financial situation. Search, import and the user experience were also further refined.
Financial Diagnosis report
Section titled “Financial Diagnosis report”A new report with the following key figures:
- Structural result
- Fixed expenses ratio
- Asset coverage
- Savings ratio
- Debt ratio
- Automatic assessment
Diagnosis KPIs in Performance
Section titled “Diagnosis KPIs in Performance”The structural monthly result and the fixed expenses ratio are now also available as KPIs in the Performance screen. Enable via Diagnosis indicators in Performance in the Settings screen.
Nibud group types
Section titled “Nibud group types”Categories can now be classified according to the Nibud method, including:
- Regular income
- Fixed expenses
- Reservation expenses
- Household expenses
- Other necessary expenses
A tooltip with explanation is available per group type. See Nibud category structure for a description per group type.
Smarter search in transactions
Section titled “Smarter search in transactions”Search suggestions. While typing, suggestions appear, including amount filters.
Wildcards and search operators. *-wildcards and extended search
operators are supported in both transactions and rules.
Examples are in Search operators.
Balance check
Section titled “Balance check”The calculated balance is compared with the bank balance. Deviations are flagged automatically. See Balance check.
Account action menu
Section titled “Account action menu”A dropdown menu with quick actions is now available for accounts, including the Gap finder. This helps find missing transactions when the balance does not match.
Fuzzy duplicate detection (PSD2)
Section titled “Fuzzy duplicate detection (PSD2)”During PSD2 import, duplicate transactions are also recognised when they are not exactly identical. See Duplicate detection.
Group type grouping in charts
Section titled “Group type grouping in charts”Transaction charts can now also be grouped by group type. This aligns with the Nibud structure.
Improvements
Section titled “Improvements”- Pop-up screens (categories, rules, etc.) are movable in the web app.
- The forecast checkbox in the Diagnosis report has been adjusted.
- The balance of book accounts no longer appears in the transaction list.
Availability
Section titled “Availability”The features are available in the web app from 11 February 2026. Activate via Menu → Software update. The Android and iOS apps will follow at a later date.