Changelog
A running log of everything we ship. Major features, quiet improvements, and the occasional bug fix — all in one place.
A complete investment tracking experience, built on SnapTrade brokerage connections and real portfolio data.
- Portfolio history charts with configurable time periods (30D, 90D, 1Y, ALL)
- Holdings breakdown by account and security, with current market values
- Asset allocation views across equities, fixed income, and cash
- SnapTrade brokerage sync supporting thousands of institutions
- Time-weighted return (TWR) calculations for accurate performance measurement
- Total return percentages with annualized figures for long-term tracking
Smarter transaction classification so your cash flow and spending reports reflect reality, not noise.
- Automatic transfer detection between linked accounts — no more double-counting moves between chequing and savings
- Recurring transaction identification using pattern matching on merchant, amount, and frequency
- Subscription tracking with predicted next charge dates and monthly cost summaries
- Transfers excluded from income and spending totals for accurate cash flow
The tools to understand where your money goes each month — and whether you're on track.
- Category-based budgets with configurable monthly thresholds
- Monthly cash flow tracking with income, spending, and net savings
- Income vs. spending analysis with visual breakdowns by category
- Savings rate calculation — see the percentage of income you're keeping each month
- Budget progress bars with threshold warnings before you overspend
The foundation: connect your bank accounts and see your full financial picture in one place.
- Plaid integration supporting 12,000+ North American financial institutions
- Multi-account sync with automatic nightly balance and transaction refreshes
- Transaction categorization powered by Plaid's merchant classification
- Net worth tracking across all connected accounts — chequing, savings, credit, and investment
- Household support via Better Auth organizations — invite a partner and share a single financial view
The first release of Plenifi, available to a small group of early users.
- Initial release with account connections via Plaid
- Basic dashboard showing connected accounts and balances
- User authentication with email/password and TOTP two-factor authentication
- Secure session management with encrypted cookies
- Foundation for multi-user household access