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Changelog

New features and fixes—plain language, no jargon. We’ll keep this page updated as Synx grows.

Transactions date picker — jump back five years in a single click

v0.1.5

📅 Pick the month and year you want from a dropdown, or just type the dates—no more clicking the back arrow 24 times to look at transactions from two years ago.

  • Faster history on Transactions — The date range picker on Transactions now lets you jump straight to any month in the last five years, or type the exact dates you want.
  • Why it matters — The old picker only had a back arrow. Want to see what you spent in March two years ago? That was 24 clicks. Now it's two: pick the year, pick the month. Or type 03/01/2024 and you're there.

What you can do

  • Pick a year from a dropdown — The current month and year at the top of the calendar are now selectable. Click the year to jump straight to 2024, 2023, 2022, 2021, or 2020 instead of scrolling there one month at a time.
  • Pick a month from a dropdown — Same idea for months. Tap the month label, choose any month from January to December, and the calendar lands there immediately.
  • Type the dates directly — Two From and To fields sit at the top of the picker. Type 03/15/2024 and the calendar follows along. Useful when you already know the window you want and don't feel like clicking through a calendar at all.
  • Smart input handling — Typo-proof: invalid dates (like 02/30) revert to your last valid value. Years outside the 5-year range are rejected. If you accidentally set To before From, we swap them for you.

Recurring — your subscriptions and bills on one page, with next-charge dates

v0.1.4

🔁 Synx watches your actual transactions, picks out what repeats, and tells you when each one is next going to hit—calendar-aware, household-aware, and easy to archive the noise.

  • Recurring — A new section under Transactions → Recurring that picks out your subscriptions and regular bills automatically and estimates when each one is next going to hit.
  • Why it matters — Most subscription trackers make you type every one in by hand. Synx watches your transactions and figures out the cadence itself—Netflix on the 15th, rent on the 1st, quarterly insurance—and keeps the list up to date as new charges land.

What you can do

  • See subscriptions get detected automatically — After three consistent charges, we lock in a pattern and surface it under Active with a next-expected date. No typing, no importing.
  • Confirm or archive from "Needs your attention" — A small notification panel flags the engine's recent estimates. Two taps: confirm the ones you want tracked, ✕ to archive anything that isn't really a subscription.
  • Calendar view with real calendar math — Toggle to the calendar to see past charges and projected ones side by side. A 15th-of-the-month charge projects to the 15th of every future month—no drifting one day at a time. February's 28-day month handled gracefully and March snaps back to the 31st.
  • Tap any series for the full story — Detail sheet shows the linked transactions, the cadence, the amount range (with min/max to flag variable bills), and the next expected date.
  • Household works out of the box — See your recurring bills as a household. Irrespective of whether it is a charge on a household member's accounts or yours, let's find the recurring bills together.
  • Archive vs. Dismiss—two levels of "no thanks" — Archive hides the series from view but lets the engine re-detect if the merchant starts a new real pattern. Dismiss is the nuclear option: removes the Recurring tag and stops auto-detection for that merchant entirely.
  • Fix a cadence the engine got wrong — Pick the right weekly/biweekly/monthly/quarterly/annual from the series actions and we re-project the next date immediately.
  • Spot a single recurring charge in the list — A small new Synx tag sits next to any transaction that belongs to a recurring series, so you can scan the All Transactions view and see at a glance what's a subscription and what's one-off.

Good to know

  • Expenses only — We only look at outflows. Transfers between your own accounts, income, and refunds are excluded. A dedicated Cash Flow view is on the roadmap for those.
  • Three charges before we're confident — The engine keeps early-stage 2-charge hunches out of the way until a third matching charge lands and auto-promotes the pattern. Keeps the view focused on what's actually recurring, not a one-off shopping trip that happened twice. But if you want to mark a recurring transaction, you can nudge the engine.
  • Beta — Recurring is live and catching most real-world subscription patterns. We're actively tuning the detection thresholds as we see more data, so expect small refinements over the next few weeks.

Household (Beta) — see your money together, keep your accounts your own

v0.1.3

👥 Invite your partner into a shared view of spending, budgets, and categories—without merging logins or giving up your private accounts.

  • Household (Beta) — A shared financial view for couples. Invite your partner, and the two of you get one combined picture of spending and budgets while each keeping your own login, accounts, and privacy controls.
  • Why it matters — Most couples don’t actually want one joint account for everything. Household lets you split what stays personal and what you look at together, without copying data into a spreadsheet or handing over passwords.

What you can do

  • Create a household and invite your partner — From Settings → Household, name your household and send an invite by email. They get a secure accept or decline link that’s good for 7 days.
  • Switch between “Us” and “You” — Toggle between the shared household view and your personal view at any time, so you can check the household picture or zoom into just your own.
  • See combined spending and budgets — Transactions, categories, and budget pacing roll up across both members in the shared view, so you can see where the household actually stands this month.
  • Keep categories consistent — The Primary’s categorization rules apply to the shared view, so “Groceries” means the same thing for both of you and the numbers line up.
  • Fix each other’s categories — Either member can retag a transaction in the shared view—useful when one of you swipes a card and the other is the one keeping things tidy.
  • Avoid double-counting shared accounts — If you both linked the same joint account at the same bank, Synx flags the duplicate and lets the Primary merge it so household totals don’t count it twice.
  • Manage roles cleanly — The Primary invites and manages the household; either member can leave voluntarily, and the Primary can hand off the role to the other member before leaving.
  • Earn tokens when your partner joins Access — When an invited member signs up for Synx Access within 30 days of accepting your invite, both of you get 500 tokens ($5) credited automatically. No codes, no forms—the credit just shows up and applies against future Synx fees.

Good to know

  • Beta — Household is live and fully functional, and we’re actively refining it. Expect small improvements as we learn how real couples use it.
  • Two members for now — Today a household is Primary + one Member. Larger households are on the roadmap.
  • Invites expire in 7 days — Send a fresh one anytime if it lapses.
  • Only accepted members see shared data — Pending, declined, or former members never appear in the shared view.

Dark Mode — easy on the eyes, everywhere in Synx

v0.1.2

🌙 Pick light, dark, or match your device—one choice applies across the whole site and app, with colors tuned so everything stays clear and readable.

  • Dark Mode — You can keep Synx bright, switch to a darker look, or follow whatever your phone or computer is already using. We remember your choice so you don’t have to set it again each visit.
  • Why it matters — People often keep money apps open for a while. Dark mode cuts glare for evening use and long sessions, while charts, lists, and buttons stay easy to read—we didn’t trade clarity for a darker screen.

What we built

  • A single setting that travels with you — The same look applies to the public pages, your signed-in workspace, and the screens you use to manage accounts and spending—no patchwork of light and dark from page to page.
  • Calendars and date pickers — Choosing dates in dark mode looks as intentional as the rest of the app, with clear highlights for today and what you’ve selected.
  • Homepage that still makes sense — On the marketing home page, the top bar adjusts as you scroll so navigation stays readable whether you’re over a dark hero or lighter content below.
  • Settings you’ll actually find — Under Settings → General, next to your profile, you’ll see Light, Dark, and System so you can change the look anytime without digging through your device settings.
  • Release notes that match — This changelog and other long reads use the same comfortable colors as the rest of Synx when you’re in dark mode.

What you can do

  • Choose Light, Dark, or System in General settings—or leave it on System to follow your device.
  • Work in dark mode end to end — Budgets, transactions, imports, charts, and onboarding all follow your choice.
  • Browse the marketing site and legal pages in dark mode with a consistent header, footer, and navigation.
  • Spot Synx at a glance — Our teal accent stays familiar in both light and dark so links and important actions still feel like Synx.

Budget Tracker — goals that follow your real spending

v0.1.1

🎯 Monthly, annual, and trip budgets tied to categories and tags—pacing, roll-ups, and history in one calm place.

  • Budget Tracker — Turns categories and tags into goals you can watch as you spend—not a static sheet you update once and forget.
  • Why it’s different — You're no longer forced to fit your budgets into the frame of a monthly box. We know your budgets don't always operate on a monthly window.

What you can do

  • Cap spending by sub-category (monthly) — Pick a sub-category, set a limit, and watch spent vs. limit with a clear progress bar. Jump between months to compare or review how you did.
  • Plan annual limits (year-to-date) — Follow the same sub-categories across the calendar year so subscriptions, hobbies, and travel don’t quietly drift.
  • Budget trips and events with tags — Name a tracker, attach tags, and roll every tagged purchase into one progress view—vacations, weddings, or any time-bound spend.
  • See the big picture — Monthly trackers nest under parent categories so you get detail and a rolled-up read on how each area is pacing.
  • Know where you stand — Remaining or overage sits next to each tracker, with subtle color cues for safe, tight, or over.
  • Same data as the rest of Synx — Uses the same transactions and categorization—the goals you set always reflect what actually hit your accounts.

Synx Launches

v0.1.0

✨ First public release—connect accounts, see spending clearly, and skip the spreadsheet grind.

  • Synx — A calm, focused app for everyday money—not another dashboard you never open. We’re excited to share it with you.
  • The idea — See where your cash goes, act on it quickly, and keep categorization from getting in your way.

What you can do

  • Connect banks securely — Link accounts and work from live balances and activity, with privacy in mind.
  • Stay current automatically — Transactions refresh as your bank allows, so your view of spending stays up to date.
  • Categorize without the busywork — Smart defaults plus rules you control, so repeat merchants and patterns fall into place.
  • Tag what matters — Trips, projects, people—add tags when you need a custom lens and slice spending your way.
  • Organize categories your way — Nest sub-categories under parents so reports match how you think about money.
  • See spending in charts — Turn lists into trends you can actually use in the moment.
  • Try it on us — Explore the full experience while we keep building with you.
  • What’s next — Synx is just getting started—thank you for being early.