Changelog

What's new in Treasury

New capabilities, thoughtful improvements, and the fixes that make everything feel effortless.

July 2026

26.7.6 Jul 31, 2026 Latest release

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.

New

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.

Fixed

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.

26.7.5 Jul 30, 2026

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.

Fixed

Recurring dates stay on the right day

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

26.7.4 Jul 27, 2026

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.

Fixed

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.

Fixed

Sheets stay put while you scroll

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

26.7.3 Jul 22, 2026

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.

New

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.

Fixed

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.

Fixed

Clearer feedback when resending a verification email

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

26.7.2 Jul 21, 2026

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.

Fixed

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.

26.7.1 Jul 3, 2026

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.

New

Clearer budget answers

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

Fixed

Financial answers you can trust

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

Fixed

Longer answers finish live

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

June 2026

26.6.2 Jun 10, 2026

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.

Fixed

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.

26.6.1 Jun 3, 2026

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.

New

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.

May 2026

26.5.5 May 25, 2026

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.

New

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.

26.5.4 May 16, 2026

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.

New

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.

26.5.3 May 13, 2026

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.

26.5.2 May 11, 2026

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.

26.5.1 May 5, 2026

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.

New

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.

New

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.

April 2026

26.4.2 Apr 29, 2026

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.

New

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.

New

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.

Fixed

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.

Fixed

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.

26.4.1 Apr 20, 2026

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.

New

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.

New

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.

March 2026

26.3.1 Mar 9, 2026

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.

February 2026

26.2.1 Feb 24, 2026

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.

Fixed

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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