What's new in Treasury.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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

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

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 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.