Changelog Updates

We're constantly baking new features and improvements into Cake Budget. Here's our full development history!

Latest

Version 3.12.4

October 10, 2026

Savings That Count Toward Your Slices, a Debt Plan for Cards You Still Use, and Family Plan Fixes

New Features

• Count your savings toward your slices - Only checking counts toward Safe to Spend by default, so moving sinking-fund money into savings made Safe to Spend drop even though nothing was spent. If you have a savings account Safe to Spend leaves out, Overview now offers to count it. Say yes and Cake counts the account and keeps everything in it in a new Protected slice called Savings, so Safe to Spend stays where it was, and from then on moving money between checking and savings doesn't change it. Rather keep it separate? Say so once and Cake won't ask again. New accounts get the same choice during setup, switched off until you turn it on
• A debt plan for cards you still use - A linked card's payoff plan used the card's full balance, so everyday spending pushed your debt-free date back even when it came out of a funded slice. Now charges from the last 55 days count as spending you'll pay off, not debt, so the plan tracks the balance you're actually carrying, and a card you pay in full every month reads $0. Each linked card shows what's left to pay off next to its card balance, and the Debts page shows this month's new card charges next to what you've paid
• Cards and payments join your plan with a tap - When you connect a card that isn't in your payoff plan, Overview asks whether to add it: link it to a debt you track, create one for it, or say it's not a debt. When a loan or card payment arrives from your bank, Overview offers to pay it from the matching debt slice, with an optional rule to do it automatically next time. If a card you paid off carries a balance again, Overview asks before adding it back
• Notes show in your transactions list - A note you add to a transaction now appears on its own line under the name, with a small note icon, so you don't have to open the transaction to read it. Transfers and other entries Cake makes for you no longer copy their name into the note, so those rows don't say the same thing twice
• Change several slices at once - A Select button on the Slices page lets you pick several slices and, in one step, move them into a group (or a new one, or No group) or give them the same color. Search works with it: type a word, choose Select all shown, and every match is picked. Only the group and color change; balances and everything else stay as they are. Slices someone shared with you can't be changed this way

Improvements

• Payments lower manual debt balances - Putting a payment in a manually tracked debt's slice now lowers its balance by that amount, so you don't have to type the new balance after each payment. If you used to, your next payment may get counted twice; update the balance once and it's right from then on
• Amounts show which way money went - Money in reads +$3,500.00 and money out reads −$125.00, the same on phones and computers: in transactions, the slice picker, rule previews, and imports
• Full slices say Ready - A fully funded slice shows ✓ Ready instead of 100%, so a full bar in a red slice color no longer looks like a warning
• Clearer slice insights - The heads-up that a slice may run low before payday is now worded around your spending pace, so it no longer seems to contradict a slice marked Funding on track
• Copy the support email - The Help panel now shows the support email address with a Copy button, for when the Email support link doesn't open a mail app
• Scroll arrows in the slice picker - When you have more slices than fit, small arrows at the top and bottom show there's more to scroll to
• Slices listed A to Z - Every list where you pick a slice now runs alphabetically: Move funds, assigning or splitting a transaction, rules, and funding schedules. Before, slices showed in the order you made them, which looked like no order at all
• An easier close button - The X that closes panels and pop-ups is bigger and bolder, so it's easier to spot and tap. When a slice's details open as a panel, on a phone or in compact view, the X now sits next to the Delete button instead of floating over the header
• Deleting your account disconnects your bank - If Plaid doesn't confirm the disconnect the first time, Cake keeps trying until it does, so a bank connection never outlives your account

Bug Fixes

• Family members keep their bank connection - If you're on someone's Family plan and got an email saying your bank connection pauses in 7 days, you can ignore it. The email was a mistake, your connection stays on, and members won't get it again
• Family members are covered everywhere - A few behind-the-scenes checks looked only at your own subscription, not the Family plan you're on. Members' rules and paycheck schedules now keep running and stay on the right dates, and the nightly backup sync includes members' banks
• Commas in big numbers - Payday runway and other large amounts now read $15,670 instead of $15670
• Euros and pounds everywhere - A few spots still showed $ in EUR and GBP budgets, including the Income vs Expenses chart, the slice form, and some amount fields. They now use your display currency
• Income vs Expenses chart - Expenses were drawn stacked on top of income, so the top line looked like the two added together. Both now start from zero
• Bank logos in the Account filter - The Account filter on the Transactions page showed a broken image instead of your bank's logo. Logos show properly now, and if one ever fails to load, you see the account's first letter instead
• Reconnected banks sync again - If you reconnected a bank Cake had paused after a trial, its transactions could stop syncing. Cake now notices and syncs it again from the start
• Syncs that hit a change partway through - When your bank updated transactions while Cake was syncing, the sync could fail until the next one. It now starts over and finishes
• Pick a slice type - Saving a new slice without picking a type showed an error from the server. The form now asks you to pick one
• Card payments go back to their slice - Removing credit card payments from a slice in bulk, or deleting one, took the money out of the slice a second time instead of putting it back. It goes back now
• AI insights with SimpleFIN cards - Insights could fail to generate if you have a credit card connected through SimpleFIN. They generate now
• Pay a failed payment where you land - If a payment for your plan didn't go through, the email sent you to Settings, which only offered a new plan. The email and the payment page now link to the unpaid invoice, where you can pay with the same card or a new one and pick up where you left off. Choosing a new plan instead ends the old one, so you're never charged for both
• Setup remembers it's done - If you closed the tab on the last setup screen, Cake sent you back to the start of setup every time you came back, even with your slices already made. Setup now counts as done once you apply your suggestions, and on phones the button to open your budget stays at the bottom of the screen
• One reconnect email - When a bank needed reconnecting, some people got the email twice. It now arrives once

Version 3.12.3

October 2, 2026

Slice Groups, a Compact Slices View, Moving Money Into Several Slices at Once, and Fewer Sign-Outs

New Features

• Slice groups - Keep related slices together, like everything for your car or your pet. Pick a group from the new Group field on any slice, or create one right there, and manage your groups in Settings. Sort the Slices page by Group to see a section for each one with what its slices hold in total. A slice's group shows under its name in the slice details. Groups are yours alone: someone you share a slice with doesn't see your group
• Compact view for slices - A Detailed / Compact switch next to the sort menu. Compact lays every slice out as a small tile in a grid across the full page, so you can see where all of them stand at once. Each tile shows what's left or saved, what it's out of, and a flag when a slice is over its limit, behind, or past due. Click a tile to open its details in a side panel. Your pick sticks on that device
• Move funds into several slices at once - Move Funds now takes a list. Pick Safe to Spend or a slice as the source, add as many slices as you like with an amount for each, and confirm once. Cake shows the total and what the source keeps, and either every slice gets its money or none does

Improvements

• More slice colors - The color picker now has 30 colors, adding softer and deeper shades: coral, peach, sand, brown, olive, mint, forest, navy, lavender, and plum

Bug Fixes

• Reconnecting a bank clears the prompt - After you reconnected a bank, the reconnect prompt could keep coming back even though syncing was working again. Reconnecting now clears it right away
• Editing a recurring slice keeps its reset date - Changing anything on a recurring slice, even just its color, asked you to pick a first reset date again. The form now fills in the date you already set, and dates in the slice form no longer show a day early
• Removing an account shows progress - The Remove button now shows a spinner while the account or bank is being removed, and the window stays open until it's done
• Staying signed in - Coming back to Cake after a few minutes in another tab or app could send you to the sign-in page. That's fixed, and so is a brief connection drop doing the same. Signing in now keeps you signed in for 30 days, up from 14
• Payday email shows the right Safe to Spend - When a paycheck synced alongside other spending, the email could count that spending twice and show Safe to Spend too low. It now waits for the whole sync to finish before reading it

Version 3.12.2

September 25, 2026

Import Transactions From a CSV

New Features

• Import a CSV into a manual account - Every manual account now has an Import button, in Settings and on the Transactions page. Drop in a CSV or TSV from your bank or another budgeting app and Cake reads the columns, shows you every row before anything is saved, and unchecks the ones it already has. Works with one signed amount column or separate money in and money out columns, and with the register export from YNAB
• Undo an import - Each import is one batch. If the columns were wrong, undo it from the import history and try again; the rows come back as new, not as duplicates

Improvements

• Imports never move money - Imported rows are history: rules and paycheck schedules do not run on them and no slice changes. The account balance stays as you set it, and the import ends by asking whether that balance is still right. Use Apply to past on a rule to sort imported rows

Bug Fixes

Version 3.12.1

September 24, 2026

Rules Stay Off When You Turn Them Off, and a Faster App

New Features

Improvements

• Speed improvements across the app - Overview, Slices, Funding Schedules, and Transactions all load faster, especially if you have several bank accounts or paycheck schedules

Bug Fixes

• A rule you switch off now stays off - If a rule or paycheck schedule you had turned off came back on by itself, that was a bug in how Cake restores things after a lapsed subscription. It's fixed, and rules Cake paused because their slice was deleted stay paused too, until you pick a new slice

Version 3.12.0

September 22, 2026

Funding Schedules That Run Whenever a Deposit Arrives, and Setup That Spots Gig Income

New Features

• Whenever it arrives - A funding schedule can now run on any deposit whose description contains your keyword, on any date. Turn it on when creating a schedule, link slices by percentage, and each matching payout is split the moment it lands, capped at the deposit. Made for gig work, freelance invoices, and tips
• Setup spots irregular income - Onboarding now classifies every recurring deposit, telling a paycheck from gig income, a transfer between your own accounts, or a payment from a friend. Gig income appears on the Review step in its own group, unchecked, with a whenever-it-arrives schedule ready to turn on that funds the slices your paycheck could not cover, essentials first
• Make a category stick - When you change a transaction's category, a checkbox under the picker offers to put every transaction from that merchant in that category from now on. Ticking it creates a rule alongside the edit, nothing about past transactions changes, and Apply to past is one click away on the Rules page. If a rule already sets that merchant's category, the form points you at it instead

Improvements

• Smaller paychecks count - Setup used to ignore any recurring deposit under $500. The floor is now $20, so part-time and gig income is no longer invisible
• Rules page pointer - Whenever-it-arrives schedules are listed on the Rules page too, with a link back to Funding Schedules, so you can find them from either side
• Sort your slices - The Slices page has a sort menu: funding status (the sections you had before), name, type, available amount, or due date. Your choice sticks on that device, and slices now keep the same order between visits instead of shuffling
• Every category in Spending by Category - The breakdown on Overview and Insights used to keep only the ten largest categories, so a small custom category could vanish. It now includes every category with spending, and the Overview card has a Show all toggle that remembers your choice on that device
• Privacy policy - Names TypeSafe AI's Jev model (via OpenRouter) for pattern recognition and what it receives, lists SimpleFIN, Resend, and Google sign-in, and adds UK and EU sections on storage, legal bases, and your rights

Bug Fixes

Version 3.11.0

September 18, 2026

Set Aside From Any Deposit, Transactions Built for Phones, a Month Calendar

New Features

• Lunch Flow banks - The SimpleFIN box also accepts a Lunch Flow setup token, which reaches banks in the UK, Europe, New Zealand, Brazil, and parts of Asia, plus North American banks Plaid can't. Paid to Lunch Flow directly, synced once a day
• Set aside from a deposit - Any deposit has a Set aside action: pick slices, enter dollars or percentages, confirm once. Built for income that doesn't arrive on a schedule
• Set aside rule action - A rule can split every matching deposit across slices automatically, and a new Money in / Money out condition targets deposits without guessing at signs
• Transactions on phones - A date-grouped card list replaces the sideways-scrolling table under 768px, with a tappable slice chip and bottom-sheet picker
• Filter redesign - Filter chips that show their value once applied, a single scrolling strip on phones, and pickers that show slice emoji and bank logos
• Month calendar on Upcoming - A List / Calendar toggle. Each day shows paychecks, bills, slices due, and auto-contributions with amounts; past days show what you spent
• How Cake works - A five-screen walkthrough for new accounts, one-time notes on Upcoming, Insights, Subscriptions, and Debt Payoff, and a Help entry in the sidebar
• Field help - A ? beside conceptual form fields (slice type, amount owed vs set aside so far, rule operators, and more) opens a short explanation on click or tap
• Four more themes - Bubblegum, Ocean Breeze, Kodama Grove, and Sunset Horizon, each with light and dark
• Pounds and euros - Every amount in the app, emails, and Ask Cake shows in your display currency (USD, EUR, or GBP). Picked from your first bank account, changeable under Settings, Appearance

Improvements

• Merchant names first - The transactions table shows the merchant name as the main line and keeps the raw bank description beneath it when it differs
• One rule email per sync - Rule notifications go out as a single digest per sync instead of one email and push per transaction

Bug Fixes

• Reassigning carries its funding - Moving a transaction from the wrong slice to the right one no longer fails when the right slice is empty
• Small things - Upcoming shows schedule frequencies as plain words, Settings cards fit small screens, and Ask Cake handles SimpleFIN credit cards when asked about balances

Version 3.10.0

September 9, 2026

A Second Way In: SimpleFIN for Banks Plaid Can't Reach

New Features

• Connect with SimpleFIN - US and Canadian banks that won't connect through Plaid, or keep dropping, can now be connected through SimpleFIN. Paste a setup token, pick your accounts, and your last 90 days import. SimpleFIN is a separate $1.50 a month service you pay directly; it doesn't count toward your plan's bank connections
• SimpleFIN during onboarding - If Plaid fails on your bank at signup, the Connect Your Bank step offers SimpleFIN right there, waits for the first import, and the automatic setup runs on those transactions

Improvements

• Reconnect reminders - If a SimpleFIN connection stops working, you get one email and a Reconnect button in Settings. Your accounts and history stay put either way
• Accounts card - Bank connection usage now shows in the Accounts header, and SimpleFIN banks list alongside your Plaid banks

Bug Fixes

Version 3.9.0

September 4, 2026

Angel Food: Shared Slices for Families, Rules That Show Their Work

New Features

• Shared slices - Family plan members can share slices they own with the household; viewers see balances and transactions, contributors can also assign their own spending. Only the owner moves money
• Rule match preview - While you build a rule, the form dry-runs it against your last 90 days and shows what would have matched, with examples. Nothing runs until you save
• Ask Cake sees shared slices - Questions like 'how much have we spent on groceries' work when Groceries is shared

Improvements

• Rules survive messy descriptions - A multi-word 'contains' now matches when the words appear in order with dates or codes spliced between them
• Smarter daily Safe to Spend email - Paychecks are no longer counted as expenses, 'payday is coming' only shows when a paycheck is due within a week, and new lines flag large unassigned payments and what payday moved into your slices
• Insights by touch - Tap a day on the spending rhythm to pin it; the pace chart shows from the 1st of the month and its legend shows where each line ends
• Coming up strip - One dot per day, a band for the days before payday, and a plain before-and-after payday split. Deposits are out so it only shows what's leaving

Bug Fixes

• Payday and rent on the same day - Deposits are processed before charges within every sync, so rent no longer tries to leave a slice before the paycheck funds it
• Family seat count - Family plans correctly show 5 seats

Version 3.8.0

August 7, 2026

Chat That Can Act, Dyscalculia Support, Faster Sign-In

New Features

• Chat actions - Ask Cake can now propose slice transfers, auto-assign rules, and one-tap set-asides; every action shows a confirm button and nothing happens until you tap it
• Dyscalculia support - Key numbers now come with shapes: progress bars, day pips, and counts alongside the digits

Improvements

• Faster sign-in - Quicker authentication and sessions that persist, so you stay signed in across visits
• Debt payoff feedback - The payoff page shows near-term progress, not just a far-away debt-free date
• Rules transparency - Automatically paused rules now explain why they were paused

Bug Fixes

• Mobile polish - Touch target sizes, iOS zoom behavior, viewport heights, and app icons cleaned up across the app

Version 3.7.0

July 27, 2026

Wins-First Insights and a Calmer Everyday App

New Features

• Payday runway - The Overview explains how long your Safe to Spend lasts until the next deposit, in plain language
• Wins-first Insights - The Insights page leads with what went right: runway, wins, and one-tap fixes instead of walls of charts
• Spending rhythm charts - See the shape of your spending across the week and month
• Welcome-back card - Coming back after time away greets you with a summary, never a backlog
• Payday celebration - When your paycheck lands and your slices fund themselves, the app says so
• First-week panel - New accounts get a gentle guide through their first week

Improvements

• Safe to Spend explains itself - Tap the number to see exactly how it was calculated
• One-tap rule suggestions - The Rules page suggests rules from your actual transaction history

Bug Fixes

Version 3.6.0

July 13, 2026

Debt Payoff Plans

New Features

• Debt payoff plan - Add your debts, pick snowball or avalanche, and get a real projected debt-free date
• Automated extra payments - Payday funding can route extra money to your focus debt automatically
• Payoff celebrations - Paying off a debt is recognized, and the plan rolls your payment into the next debt
• Due-date reminders - Debt payment reminders plus a nudge when a balance drifts from the plan

Improvements

• Chat and Insights awareness - Ask Cake answers questions like 'when will I be debt-free?' straight from your plan

Bug Fixes

Version 3.5.0

July 7, 2026

Smarter Safe to Spend and Easier Starts

New Features

• Credit-card-aware Safe to Spend - Credit card balances are netted correctly so the number reflects what you can actually spend
• Tracking-only slices - Set a spending limit without setting money aside; watch a category without funding it

Improvements

• Onboarding funds itself - Slices created during onboarding link to your detected paycheck automatically, so automatic funding works from day one
• Starter slices - Onboarding offers a sensible starting set instead of ever ending with an empty app

Bug Fixes

Version 3.4.0

May 14, 2026

Upcoming Activity and Weekly Digest

New Features

• Upcoming view - One screen shows the paychecks, bills, and subscriptions expected over the next 14 or 30 days, with expected net cash flow
• Weekly digest - An optional weekly email summarizing what's about to hit your accounts
• Not-a-subscription control - Mark any detected recurring charge as not a subscription and it stays that way

Improvements

• Better empty states - Every page now explains what belongs there and how to get started
• Setup checklist - A clear checklist tracks your remaining setup steps, and onboarding can be skipped and resumed

Bug Fixes

Version 3.3.0

March 14, 2026

Ask Cake: Chat With Your Finances

New Features

• Conversational chat - Ask questions about your budget, spending, savings, or debt in plain language and get answers from your real data
• Deep data access - Chat can look across transactions, slices, accounts, spending trends, upcoming bills, and budget-vs-actual
• Manual subscriptions - Add subscriptions the automatic detection missed, with a redesigned charge-history timeline
• Per-account subscription costs - Filter subscriptions by account and see monthly cost per card
• Manual mode - Track accounts and transactions by hand, without a bank connection

Improvements

Bug Fixes

Version 3.2.0

January 15, 2026

Subscription Tracking and Account Controls

New Features

• Subscriptions page - Automatically detected recurring charges with monthly totals, yearly cost, and predicted next charge dates
• Granular email preferences - Choose exactly which emails you receive, manageable from any unsubscribe link

Improvements

• Friendlier connection errors - Bank connection problems now explain themselves in plain language
• Category management - Custom categories can be deleted even after transactions have used them
• AI insights upgrade - Insights generation moved to a faster model with better recommendations

Bug Fixes

Version 3.1.0

December 28, 2025

Push Notifications, Starter Tier, Spending Slices

New Features

• Push notifications - Optional browser and mobile push for daily Safe to Spend updates and important events
• Starter tier - A $5/month plan with one bank connection and the full feature set
• Spending slices - Slices without target dates for ongoing budgets like groceries, alongside bill and savings slices

Improvements

• Manual sync button - Trigger a bank sync yourself instead of waiting for the next automatic one
• 14-day trial - Trials shortened from 30 days to a focused two weeks, with a one-click extension if you need longer

Bug Fixes

Version 3.0.3

November 19, 2025

Mobile UX Improvements & Plaid Integration Stability

New Features

Improvements

• Mobile layout fixes - Slice details header no longer blocks content on mobile devices
• Button organization - Action buttons stay on one line with responsive icon/text display
• Theme-aware modals - Delete confirmation dialog properly adapts to light/dark themes
• Enhanced accessibility - All action buttons include descriptive aria-labels for screen readers
• Responsive design - Icon-only on mobile/tablet, text labels on desktop (1280px+)
• Better error messages - Improved email templates for error notifications
• Comprehensive testing - Added test coverage for all race condition scenarios

Bug Fixes

• Mobile accessibility - Delete button now visible on all devices (previously hidden on mobile)
• Race condition fixes - Eliminated duplicate key errors during concurrent transaction processing
• Category creation safety - Atomic operations prevent concurrent category creation failures
• Enhanced error handling - Graceful handling of NO_ACCOUNTS and blank cursor edge cases
• Transaction deletion safety - Proper handling of concurrent deletion marking

Version 3.0.2

November 17, 2025

Contribution Tracking & Sharing Notifications

New Features

• Contribution tracking - See who funded shared slices with visual progress bars and percentages
• Email notifications - Get notified when family members share slices with you
• Funding schedule support - Paycheck deposits automatically tracked in contribution breakdown
• Fairness indicator - See contribution differences at a glance to ensure fair splits

Improvements

• Clear contribution model - Shows who put money IN to fund the slice
• Professional email templates - Beautiful notifications with slice details and permissions

Bug Fixes

Version 3.0.1

November 15, 2025

Theme-Aware Interaction Design

New Features

Improvements

• Unified hover states - All interactive elements use primary color opacity for consistent theme experience
• Button refinements - Outline and ghost variants now use opacity on hover
• Dropdown improvements - Menu items, checkboxes, and radio items respect theme primary colors
• Table enhancements - Column headers and view options maintain theme consistency
• Card interactions - Slices, insights, and funding schedule cards use subtle primary color tints

Bug Fixes

• Amethyst theme polish - Eliminated red accent tints, now uses elegant purple throughout
• Navigation consistency - Sidebar and nav links use unified hover styling

Version 3.0.0

November 14, 2025

Shared Slices, Budget Reminders, and Major UX Enhancements

New Features

• Shared slices - Collaborate with family members on budgets with 6 granular permission types
• Visual sharing indicators - Dedicated 'Shared Slices' section with badges and share counts
• Monthly budget reminder - Automated first-of-month emails with personalized planning guidance
• Enhanced date filtering - Intuitive presets (This Month, Last 30 Days, Custom) across app
• Custom categories - Create and manage custom transaction categories with 50+ icon choices
• QuickMetrics enhancements - Show last sync time and contextual date information in Overview
• Chart card improvements - Added icons and enhanced visual styling for spending/income charts
• Account mask display - Show last 4 digits in Safe to Spend Settings for clarity

Improvements

• Strict envelope budgeting - Proper balance validation prevents overspending in all scenarios
• Inline slice assignment - Assign transactions directly from table with improved UX
• Mobile sidebar - Auto-close on navigation with theme-aware colors
• Documentation integration - Added helpful guide links throughout the app
• Typography upgrade - Switched to SF Pro Rounded for better readability

Bug Fixes

• Account deletion - Comprehensive cleanup preventing orphaned records and foreign key errors
• Transaction assignment - Fixed balance validation and unassignment edge cases
• Sentry integration - Added error reporting for failed rule actions

Version 2.10.0

October 13, 2025

Recurring slices and documentation expansion

New Features

• Recurring slice updater - Production-ready with catch-up logic for missed advancements
• Canny feedback integration - Direct user feedback channel in app
• PWA theme integration - Icons and colors sync with selected theme

Improvements

• Comprehensive marketing docs - 19 user guides for all major features
• Astro site integration - Restructured docs for marketing website

Bug Fixes

• Weekly insights emails - Prevented division by zero errors in spending calculations
• SliceForm improvements - Better emoji and color picker functionality
• PWA updates - Automatic cache versioning for smooth deployments

Version 2.8.0

September 7, 2025

Complete family collaboration system with seamless invitation flow

New Features

• Family invitation system - Invite family members with password setup and auto-login
• Complete family visibility - See all family members with 'You' indicators and role badges
• Smart email experience - Professional invitation emails with custom family welcome messages

Improvements

• Permission boundaries - Only primary account holders can manage billing and plan changes
• Auto-confirmation system - Clicking invitation link proves email ownership

Bug Fixes

• Family members skip onboarding and get immediate access to shared features
• Perfect email timing - Zero spam with invitation → family welcome sequence

Version 2.7.0

September 3, 2025

Slice templates and enhanced budget creation

New Features

• Budget slice templates - 10+ professionally designed templates for quick budget setup
• Bulk slice creation - Create multiple budget categories at once from templates
• Smart recommendations - Templates include suggested amounts and automation features

Improvements

• Enhanced onboarding - Templates available in onboarding flow and main Slices page
• Better date displays - Consistent timezone-safe date formatting across all components

Bug Fixes

• Funding schedule date handling - Resolved timezone issues causing incorrect dates

Version 2.6.0

August 25, 2025

Progressive Web App and theme system launch

New Features

• Progressive Web App - Install Cake Budget to your home screen for native app experience
• 4 professional themes - Default, Claude, Amethyst, and Caffeine themes with complete dark mode
• Offline support - Basic budget viewing works without internet connection

Improvements

• Instant theme switching - Real-time theme changes without page reload
• Enhanced performance - Service worker caching for faster load times
• Accessibility improvements - All themes meet WCAG 2.1 AA contrast standards

Bug Fixes

Version 2.5.0

August 10, 2025

Massive performance optimizations and cost reductions

New Features

• Enhanced sidebar - Improved collapsibility and mobile responsiveness

Improvements

• 92% Plaid API cost reduction - Smart backup sync strategy saves $3.60/user/month
• 90% balance API optimization - Intelligent caching reduces unnecessary API calls
• 50% faster transaction loading - Database query optimization with composite indexes
• React performance boost - Memo optimizations for expensive calculations

Bug Fixes

• Mobile scroll issues - Resolved double scrollbar problems on mobile devices

Version 2.4.0

August 2, 2025

Email engagement system and user nurturing

New Features

• Smart email campaigns - Welcome → Day 3 → Day 7 → Day 14 → Day 30 trial emails
• Weekly insights emails - Automated Sunday spending summaries and budget health
• Personalized email content - Dynamic content based on user behavior and bank status

Improvements

• Professional email templates - Responsive HTML emails with excellent deliverability
• Merchant filter enhancements - Show unique merchants with transaction counts

Bug Fixes

• Subscription management improvements - Better theme support and user experience

Version 2.3.0

July 25, 2025

Mobile-first onboarding and advanced scheduling

New Features

• Route-based onboarding - Full-screen pages instead of cramped modals for better mobile UX
• Paycheck splitting - Split semi-monthly and biweekly paychecks across different slices
• Smart date handling - Timezone-safe dates that work globally
• Early payment detection - Automatically handles paychecks arriving up to 5 days early

Improvements

• Browser navigation support - Back/forward buttons work with onboarding progress
• Intelligent scheduling - Auto-updates next occurrence when funding settings change

Bug Fixes

• Onboarding completion enforcement - Ensure all users complete setup flow

Version 2.2.0

July 15, 2025

AI Insights V2 with real-time progress tracking

New Features

• Job-based AI insights - Real-time progress tracking during 2-3 minute analysis generation
• User control - Opt-in preference system for AI features in Settings
• Enhanced analysis - Deeper spending pattern recognition and personalized recommendations

Improvements

• Better UX - Progress indicators and status polling for smooth user experience
• Funding schedule occurrence badges - Visual indicators for active/inactive status

Bug Fixes

• Webhook-triggered insights - Automatic generation respects user preferences

Version 2.1.0

July 8, 2025

Platform reliability and user experience improvements

New Features

Improvements

• Enhanced webhook processing - Better handling of Plaid sync updates
• Duplicate transaction prevention - Race condition protection for webhook processing
• Balance update accuracy - Improved account balance synchronization

Bug Fixes

• Institution removal fixes - Proper cleanup of dependent records
• Date formatting consistency - Improved date displays across all components
• Mobile responsiveness - Better layout handling on small screens

Version 2.0.1

July 2, 2025

Foundation improvements and bug fixes

New Features

Improvements

• Enhanced error handling - Better user feedback for sync and connection issues
• Performance optimizations - Faster page loads and smoother interactions

Bug Fixes

• Sync reliability - Improved Plaid webhook processing and error recovery
• UI consistency - Various visual and interaction improvements

Version 2.8.0

September 7, 2025

Complete family collaboration system with seamless invitation flow

New Features

• Family invitation system - Invite family members with password setup and auto-login
• Complete family visibility - See all family members with 'You' indicators and role badges
• Smart email experience - Professional invitation emails with custom family welcome messages

Improvements

• Permission boundaries - Only primary account holders can manage billing and plan changes

Bug Fixes

• Family members skip onboarding and get immediate access to shared features
• Perfect email timing - Zero spam with invitation → family welcome sequence

Version 2.7.0

September 3, 2025

Slice templates and enhanced budget creation

New Features

• Budget slice templates - 10+ professionally designed templates for quick budget setup
• Bulk slice creation - Create multiple budget categories at once from templates
• Smart recommendations - Templates include suggested amounts and automation features

Improvements

• Enhanced onboarding - Templates available in onboarding flow and main Slices page
• Better date displays - Consistent timezone-safe date formatting across all components

Bug Fixes

• Funding schedule date handling - Resolved timezone issues causing incorrect dates

Version 2.6.3

August 25, 2025

Progressive Web App and theme system launch

New Features

• Progressive Web App - Install Cake Budget to your home screen for native app experience
• 4 professional themes - Default, Claude, Amethyst, and Caffeine themes with complete dark mode
• Offline support - Basic budget viewing works without internet connection

Improvements

• Instant theme switching - Real-time theme changes without page reload
• Enhanced performance - Service worker caching for faster load times
• Accessibility improvements - All themes meet WCAG 2.1 AA contrast standards

Bug Fixes

Version 2.6.2

August 10, 2025

Massive performance optimizations

New Features

• Enhanced sidebar - Improved collapsibility and mobile responsiveness

Improvements

• 50% faster transaction loading - Database query optimization with composite indexes

Bug Fixes

• Mobile scroll issues - Resolved double scrollbar problems on mobile devices

Version 2.6.1

August 2, 2025

Email engagement system and user nurturing

New Features

• Weekly insights emails - Automated Sunday spending summaries and budget health

Improvements

• Professional email templates - Responsive HTML emails with excellent deliverability
• Merchant filter enhancements - Show unique merchants with transaction counts

Bug Fixes

• Subscription management improvements - Better theme support and user experience

Version 2.6.0

July 25, 2025

Mobile-first onboarding and advanced scheduling

New Features

• Paycheck splitting - Split semi-monthly and biweekly paychecks across different slices
• Smart date handling - Timezone-safe dates that work globally
• Early payment detection - Automatically handles paychecks arriving up to 5 days early

Improvements

• Browser navigation support - Back/forward buttons work with onboarding progress
• Intelligent scheduling - Auto-updates next occurrence when funding settings change

Bug Fixes

Version 2.5.0

July 15, 2025

AI Insights V2 with real-time progress tracking

New Features

• Job-based AI insights - Real-time progress tracking during 2-3 minute analysis generation
• User control - Opt-in preference system for AI features in Settings
• Enhanced analysis - Deeper spending pattern recognition and personalized recommendations

Improvements

• Better UX - Progress indicators and status polling for smooth user experience
• Funding schedule occurrence badges - Visual indicators for active/inactive status

Bug Fixes

• Webhook-triggered insights - Automatic generation respects user preferences

Version 2.4.2

July 8, 2025

Platform reliability and user experience improvements

New Features

Improvements

• Enhanced webhook processing - Better handling of Plaid sync updates
• Duplicate transaction prevention - Race condition protection for webhook processing
• Balance update accuracy - Improved account balance synchronization

Bug Fixes

• Institution removal fixes - Proper cleanup of dependent records
• Date formatting consistency - Improved date displays across all components
• Mobile responsiveness - Better layout handling on small screens

Version 2.4.1

July 2, 2025

Foundation improvements and bug fixes

New Features

Improvements

• Enhanced error handling - Better user feedback for sync and connection issues
• Performance optimizations - Faster page loads and smoother interactions

Bug Fixes

• Sync reliability - Improved Plaid webhook processing and error recovery
• UI consistency - Various visual and interaction improvements

Version 2.4.0

July 2, 2025

Dark mode polish and Google Sign-In

New Features

• Sign in with Google - OAuth2 authentication now available
• Split transaction rules - Automatically split transactions based on your criteria

Improvements

• Dark mode update - Fixed text visibility across 35+ components
• Pagination improvements - Page size selection (10/25/50/75/100 rows) works correctly
• Smarter notifications - Batch processing prevents duplicate rule emails

Bug Fixes

• Fixed Stripe redirect loop for new user onboarding

Version 2.3.2

June 29, 2025

Banking reliability improvements

New Features

• Funding schedule badges show active/inactive status

Improvements

• Enhanced Plaid sync with more frequent backup syncs
• Smart balance caching reduces API costs

Bug Fixes

• Fixed funding schedule date matching for accurate payment detection
• Improved balance update accuracy across multiple accounts

Version 2.3.1

June 28, 2025

Rules redesign and split transactions

New Features

• New card-based grid layout for rules management

Improvements

• Visual hierarchy improvements in rules interface

Bug Fixes

Version 2.3.0

June 23, 2025

Smarter defaults and visual customization

New Features

• New users get smart Safe-to-Spend thresholds automatically
• Choose between light and dark themes

Improvements

• Faster transaction syncing
• Better email delivery for notifications

Bug Fixes

• Fixed balance updates for multiple accounts

Version 2.2.0

June 21, 2025

Split transactions and better insights

New Features

• Split transactions across multiple categories
• See if your slices are 'On Track' to meet goals
• Manage your subscription directly in Settings

Improvements

• Redesigned insights with clearer visualizations

Bug Fixes

• Fixed notification duplicates

Version 2.1.0

June 17, 2025

Account management improvements

New Features

• Change your email address in Settings

Improvements

• Enhanced account security
• Better subscription management

Bug Fixes

• Various stability improvements

Version 2.0.0

June 2025

Built for ADHD and neurodivergent users

New Features

• Traffic light system for instant spending decisions
• Real-time transaction updates
• Completely redesigned for neurodivergent brains

Improvements

• Set it once, runs forever automation

Bug Fixes

Budget with confidence, not confusion

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