Changelog

What's new in Treasury

Know what you own. See how it’s doing.

New

  • A home for your investments

    See your holdings across connected brokerage and retirement accounts in one place. Track portfolio value, explore your allocation, and compare performance with the S&P 500 as your history builds.

  • Look closer at what you own

    Search your holdings and group them by account, asset class, or security. See cost basis and unrealized gains where available, and review investment activity, including buys, sells, and dividends.

  • Add holdings yourself

    Track investments from unsupported providers by adding holdings manually. Search for a security or create a custom asset, then enter your shares, value, and cost basis.

  • Bring your portfolio into the conversation

    The Advisor can now use your holdings, allocation, and investment activity when you ask about your money, giving your questions more context than account balances alone.

Keep scrolling. Your history keeps going.

New

  • Infinite scroll for transactions

    On mobile, older transactions now appear automatically as you reach the end of the list — no page buttons, no interruptions, and no losing your place. Even long histories stay fast because Treasury keeps only the rows around you active.

Fixes

  • Budget periods now filter every transaction

    Changing the period on a budget now updates its transaction list too, keeping the rows, daily totals, and summary cards on the same dates.

  • The Advisor no longer goes silent

    When the Advisor needs a follow-up answer, it now explains what it needs and why instead of leaving you with an unexplained question or empty response.

See the work behind every answer.

New

  • Watch the advisor work

    Ask a question and Treasury now shows what it is doing while it works — the accounts it queries, the calculations it runs, the sources it checks. When the answer arrives the trace folds away into a single line you can reopen any time.

  • Better follow-up questions

    When the advisor needs something only you can answer, it now asks properly: pick one option, pick several, or type your own. Choices can carry a line of explanation, and you can skip a question or go back.

  • Copy any message

    Hover a message to see when it was sent and copy it. Replies copy as clean text, without the cards or internal formatting.

Ask anything. See the numbers behind the answer.

New

  • An upgraded Treasury Advisor

    Ask about your spending, budgets, or net worth and the advisor now replies with real Treasury cards — merchants, budgets, balances — placed inline where they belong. Every figure is calculated from your own transactions rather than estimated.

  • A noticeably faster app

    Broad performance work across Treasury: screens open sooner, moving between them feels immediate, and the app stays responsive while your numbers load.

Fixes

  • Info buttons work on touch

    The (i) buttons throughout the app did nothing on phones and tablets. They now open on a press and close when you press away.

Transfers sort themselves out.

New

  • Internal transfers, detected for you

    Treasury now spots both sides of a credit card payment or a move between your own accounts and quietly sets them aside, so the same money is never counted twice in your spending or budgets. Change your mind on any transaction and Treasury remembers your call — it never overrides a choice you've made.

Fixes

  • Recurring dates stay on the right day

    Recurring payment dates no longer drift by a day depending on your timezone.

Find any transaction in seconds.

New

  • Filter and sort transactions your way

    Narrow the transactions list by status, type, or amount range, and sort by date, amount, or name in either direction. Finding that one charge takes seconds now.

Fixes

  • Haptics feel right on iOS again

    Taps, toggles, and confirmations in the iOS app fire proper native haptic feedback instead of falling back to generic vibration.

  • Sheets stay put while you scroll

    Scrolling a list inside a bottom sheet on mobile no longer drags the whole sheet closed mid-scroll.

Jump to any week, month, or year.

New

  • Pick budget periods the way you think about them

    The budget period picker is rebuilt around weeks, months, and years. Choose a timescale, step through periods one at a time, and each view gets its own purpose-built picker — tap a week row, a month cell, or a year. Custom date ranges are still there when you need them.

  • A cleaner way in

    Login and signup have been redesigned to match the rest of Treasury — simpler screens, smoother steps, less friction on the way to your money.

Fixes

  • Menus and dialogs no longer see through

    Floating surfaces — dialogs, menus, and pickers — are now fully opaque, so the page behind them can't bleed through and make them hard to read.

  • Clearer feedback when resending a verification email

    Resending a verification email now tells you what actually happened instead of leaving you guessing.

Every account, in the right budget.

New

  • Choose which accounts count

    Set any budget to count all accounts, only the accounts you choose, or every account except the ones you leave out. It’s a cleaner way to track shared cards, reimbursed spending, business accounts, and anything else with its own purpose.

Fixes

  • No more spending spillover

    A transaction now appears only in budgets whose account scope includes it, keeping totals, history, and alerts aligned even when accounts share the same categories or tags.

See where every dollar goes.

Where's my money going this month?

Money Flow

Mar 1 – 24

$6,350.00 → $4,871.00
$2,241.84$1,494.56$683.23$555.12$225.25$495.79$330.53$151.10$122.77$49.82Salary: $5,200.00Salary$5,200.00Etsy Shop: $1,150.00Etsy Shop$1,150.00Rent: $2,100.00Rent$2,100.00Savings: $1,400.00Savings$1,400.00Groceries: $640.00Groceries$640.00Dining & Fun: $520.00Dining & Fun$520.00Subscriptions: $211.00Subscriptio…$211.00

New

  • Money flow, at a glance

    Ask Treasury how money moves through a budget or across all your accounts and get a visual cash-flow diagram right in the conversation.

  • Clearer budget answers

    Redesigned advisor cards separate income, expenses, and savings while showing exactly what is left, over, or ahead.

Fixes

  • Financial answers you can trust

    Budget, spending, recurring-payment, upcoming-bill, and net-worth calculations now reconcile throughout Treasury AI and notifications.

  • Longer answers finish live

    Complex, multi-step advisor responses now appear completely as they are written, without requiring a reload.

Treasury knows itself now.

How can I connect my accounts in Treasury?

Open Settings → Connections and tap New Connection. Treasury links your banks securely through Plaid — over 12,000 institutions — then syncs balances and transactions automatically.

Treasury Docs · Settings Connections — Add a Connection Securely link your banks and cards so balances sync automatically.

New

  • An assistant that reads the manual

    Ask how anything in Treasury works and you'll get a real answer — grounded in the live product documentation, not a guess. The assistant pulls the right card into the chat, cites where it came from, and stays current as the docs do.

Fixes

  • Sharper recurring detection

    Recurring payments now track by lineage, so a price change updates the same subscription instead of spawning a duplicate. Dismissals stick, and the matcher leaves one-off purchases alone.

Bring any statement in.

Apple Card
Imported · just now
312 transactions
Categorized automatically
Works with
  • Apple Card monthly statements
  • Any bank CSV via the Treasury template

New

  • Apple Card import

    Drop in your Apple Card monthly statement and Treasury reads it straight away — transactions categorized, no spreadsheet wrangling, even for non-US locale exports.

  • Import any bank with a CSV

    If your bank can export a CSV, Treasury can read it. Map your columns once to the Treasury template and every future statement comes in clean.

Know the moment it matters.

Treasury now
🚨 $87 over in Dining
Monthly Budget has 7 days left. You've spent $487 of $400 on Dining.
Treasury 12m ago
⚠️ 80% spent in Groceries
Monthly Budget has 10 days left. You've spent $640 of $800 on Groceries — keep it under $16/day to stay on track.

New

  • Push notifications, on by default

    Treasury now pings you the moment a budget hits 80%, a category goes over, or a bank connection drops — so you can act before the month ends, not after. Toggle each kind from Settings → Preferences.

  • Category-level alerts

    Watch Dining without watching the whole budget. Each category fires its own pace and over-budget alert, with copy that names the budget, the category, and what's left in the period.

Transfers, on your terms.

Handle Internal Transfers

Decide what we do when we spot money moving between your own accounts.

Leave
Unreviewed
Exclude from
Budget
Auto-
Delete

Exclude from Budget

Drops the transfer from budgets and totals so a credit-card payoff doesn't double-count — but keeps it visible in your list.

New

  • Pick how transfers behave

    Choose what we do when we spot money moving between your own accounts — leave it untouched, drop it from budgets but keep it visible, or auto-delete it. Change your mind anytime in Settings → Preferences.

  • Smarter transfer detection

    Treasury now pairs a credit-card payment with the matching charge on the other side, so the same dollars don't count twice. It learns the patterns your banks use — Mobile Banking transfers, Bilt Card-Pmt, Payment Thank You — and leaves real purchases alone.

Your money, now on your home screen.

Net Worth $127,450
$3,313.70 (2.6%)
🤑 Rich SWE Life
Income $5,000
Expenses $1,715
Savings $800

New

  • Introducing Widgets on iOS

    Your net worth and budget progress, pinned to your home screen.

Bring everything with you.

M
Monarch
Imported · just now
1,247 transactions
3 years of history
Included
  • Categories
  • Net worth history
  • Transaction history

New

  • Move from Monarch in minutes

    Export from Monarch, drop the file into Treasury, and your transactions, categories, and full net worth history come over exactly as they were. When you connect a bank afterwards, Treasury detects duplicates automatically — no manual reconciling, no spreadsheets.

Every subscription, accounted for.

Spotify
Monthly · Subscriptions
Active
$11.99 /mo
Wells Fargo · 4321
Next payment
May 18, 2026

New

  • Smarter detection

    The new detection engine finds recurring transactions other apps just won't find, tracks price changes, and catches duplicates — so you always know where your money is going.

  • A page for every subscription

    Tap any recurring transaction to open its own page: merchant info, next payment, recent price changes, and the full charge history, all in one focused view.

  • Sharper logos

    Subscriptions are recognizable at a glance again. Make your calendar pop with logos for each entry — pick from candidate brands found in the merchant name, or paste your own URL.

A bigger picture.

Net Worth

$824,382.50

▲ $42,180.20 (5.4%) this year

1M3M6M1YALL

Assets

$862,410

Liabilities

$38,027

Net Cash

$24,920

Debt Ratio

4.4%

New

  • Quarterly and semi-annual recurring

    Subscriptions and bills that hit every three or six months — insurance premiums, domain renewals, tax payments — can now be tracked at the right cadence.

  • Treasury AI knows your tags

    Ask the advisor about any of your custom tags and it pulls the right transactions. Tag filtering now works across every Treasury AI tool, from spending breakdowns to search.

  • Pick the account on manual recurring

    When you add a recurring transaction by hand, you can now choose which account it pays from. Subscription tracking matches the way money actually moves.

Fixes

  • Full transaction history when you connect a bank

    Connecting a bank now pulls your complete transaction history instead of stopping after the first batch. New connections come in with everything Plaid has on record — now up to 2 years — without any manual re-syncing.

  • Net worth headline tracks the chart

    Scrubbing across the net worth chart now updates the headline number alongside your finger. It used to stay frozen on the latest value while you inspected earlier dates.

Meet Treasury AI.

Where did I spend the most in March?
Top Merchants Total $929.77
Mar 2026
Avis Car Rental
$412.00
Whole Foods
$302.10
Safeway
$215.67

Your top 3 merchants account for $929.77 — 62% of total March spending. Avis was your biggest expense, but that rental car was a must for the Yellowstone trip. Groceries are up 18% from February.

Treasury Insight

As a Microsoft employee, you qualify for 30% off Avis car rentals. Your last 3 Avis charges totaled $412 — that's ~$124 you could have saved.

New

  • Ask your finances anything

    Treasury AI analyzes your spending, finds savings opportunities, and answers questions about your money — like where your highest spending categories are and how they trend month over month.

  • Subscriptions reimagined

    Completely redesigned recurring transactions for subscription management. See all your subscriptions in a calendar view, track upcoming payments, and automatically detect new subscriptions.

  • Liquid glass redesign

    A complete visual refresh with a liquid glass design language. Every surface, card, and interaction has been refined for a more premium, tactile feel.

Feels as good as it looks.

New

  • Haptic feedback

    Buttons, toggles, swipe actions, and pull-to-refresh now respond with subtle haptic feedback on supported devices. The app feels more responsive and tactile.

Your transactions now categorize themselves.

Whole Foods Groceries
Spotify Subscriptions
Alaska Airlines Travel

New

  • Auto-categorize with AI

    Transactions are now categorized automatically based on your spending history. Treasury learns your categories and labels every new transaction instantly — no more manual sorting.

Fixes

  • iOS app freeze after dismissing modals

    Fixed an issue where the app would become unresponsive after closing a modal or drawer on iOS Safari. The app now reliably cleans up backdrop animations, even after rapid open/close cycles.

See what Treasury can do now.

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See how much further your money can go.

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