Last Updated: August 19, 2026
See what's new in Expense Atlas. We ship improvements regularly based on user feedback.
Mobile version 1.0.2 adds Net Worth history, one Liabilities list for debts, and a Debt Payoff planner that can compare payoff strategies with the current budget. Payoff timelines and related figures are estimates, not guarantees. The release is available from the Apple App Store and Google Play.
On the web, Expense Atlas now ships Net Worth with history, one Liabilities inventory for linked and manual debts, and a dedicated Debt Payoff strategy planner (avalanche, snowball, or custom). Personalized Budget recommendations can be mathematically optimized with debt awareness alongside other priorities. Payoff timelines and related figures are estimates, not guarantees. This launch is web-only.
This release prepared a single Liabilities page for linked, detected, and manual debts, with plain-language usage, one-fact completion prompts, and reversible dismiss. It also prepared in-place Net Worth edits for display name, inclusion, and manual balances ahead of the Aug 14 web fleet launch.
Financial setup suggestions and compatibility totals now use the shared balance-sheet source for all users. Health score net worth is shown from the server only; older clients that omit the field show Unavailable instead of recalculating.
Financial setup deep links open the correct step, and emergency fund is described as a cash purpose earmark rather than a separate net-worth asset. When canonical setup suggestions are enabled, accept/reject/override actions stay consistent on web and mobile.
Added multi-factor authentication and improved password reset and account recovery options so users have more ways to protect and regain access to their accounts.
Improved onboarding guidance and refined dashboard pacing, projections, and responsive layouts so financial progress is easier to follow across screen sizes.
Added clearer processing progress and improved statement import reliability, giving users better visibility while uploads are being reviewed.
Added custom planning assumptions, richer debt, asset, and retirement projections, clearer normalized cash flow views, and easier transaction editing.
Made connected bank accounts easier to manage and strengthened protections around receipts received by email.
Introduced bank syncing through Plaid and improved category handling and statement imports to reduce cleanup and make incoming financial activity more dependable.
Added guided onboarding with clearer steps for navigating the product and understanding the limits of the $0 account.
Added stronger merchant cleanup and management tools so names stay more consistent, spending history stays easier to review, and future imports require less manual cleanup.
Introduced a more visual way to explore spending pace and budget momentum, making recent trends and changes easier to understand at a glance.
Expanded personalized planning tools with clearer goal guidance and financial health insights so users can turn real spending patterns into more actionable monthly decisions.
Expanded AI-powered analysis so users can get clearer summaries, trend highlights, and follow-up answers about their finances in plain language.
Improved the way income sources are grouped and tracked so paychecks and recurring income stay more organized across dashboards, planning, and reporting.
Added a dedicated workflow for reviewing uncategorized activity with better context, easier categorization, and a smoother clean-up experience.
Refined dashboard views to make cash flow, budget progress, spending pace, and category performance easier to understand day to day.
Improved overall speed, stability, and categorization quality so imports feel more dependable and the app responds more smoothly across everyday use.
Added comprehensive "How It Works" guide, feature deep-dives, and comparison pages to help users understand Expense Atlas capabilities.
Upload multiple bank statements at once. Process up to 10 PDF statements in a single batch with automatic transaction extraction.
Improved receipt scanning for faded thermal paper and handwritten notes, making imported details more dependable across a wider range of receipts.
Forward email receipts to your personal Expense Atlas inbox. Supports Amazon, Uber, airlines, and most major retailers.
Track expenses for your entire household. Assign payment methods to family members and see who spent what with visual breakdowns.
Strengthened protection for sensitive financial information, including added safeguards for stored data.
Improved receipt and bank statement processing so imports complete more quickly and feel more responsive.
Automatically match receipts to bank statement transactions. See which expenses have receipt documentation.
Create your own expense categories. Customize colors and icons. AI learns your preferences over time.
New visual analytics with interactive charts. Monthly trends, category breakdowns, and spending insights at a glance.
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