Changelog Updates

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

New Features

• • New card-based grid layout for rules management

Improvements

• • Visual hierarchy improvements in rules interface

Bug Fixes

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

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

New Features

• • Change your email address in Settings

Improvements

• • Enhanced account security
• • Better subscription management

Bug Fixes

• • Various stability improvements

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