What shipped, and when
20 releases since 13 February 2026
9 new10 improved1 fixed
Latest
Shipped 5 October 2026
New feature5 releases went out on 5 October 2026. The other two are the first two rows of the register below.
Open this releaseArchive a project or a whole folder
When a matter closes, you can move it off your Projects list and keep everything in it. You can now archive a project, or every project in a folder, and bring it back whenever the matter reopens.
How to archive a project or folder
Right-click a project and choose Archive project, or open the menu at the end of its row. On plans with more than one project, you can also select several checkboxes and click Archive. There is nothing to confirm, because nothing is lost: the statements, the transactions, the reconciliation work and every report stay as they were.
For a folder, right-click it and choose Archive folder. Every project in it is archived in one step, and the folder drops off the list until you unarchive one of them.
Where archived projects go
Click Archived projects at the top of the Projects page. It lists every archived project across all your folders, with a Folder column so you can tell where each one lives.
Archiving only changes where a project is listed. An archived project still opens from this list, with an Archived badge in its header. The one thing it sits out of is Combine, which reads only the projects that are not archived.
How to bring a project back
From the Archived projects list, choose Unarchive project on the row. From inside the project, click Unarchive in the header. The project goes back to its folder.
A project cannot be archived while its statements are processing, and a folder cannot be archived while any project in it is. A combined or duplicated copy cannot be archived until the copy finishes.
Every release, newest first
20 updates in the record. Each one links to the release it came from.
- 05 Oct 2026ImprovedDaystrom asks when a question could mean two thingsClick an answer, and Daystrom runs the numbers the way you meant.
- 05 Oct 2026ImprovedInsights: see why a transaction was flagged, and what each merchant paid backEvery flagged transaction says why, and merchants show money in and out.
- 05 Oct 2026ImprovedBig projects show their transactions soonerYou see the first transactions right away while the rest load.
- 05 Oct 2026ImprovedChange case details from the Overview, and see how many months reconcileClick a case detail to change it, and see what percent of months reconcile.
- 06 Aug 2026NewThe forensic report, rebuiltCoverage planned before a word is written, evidence inside every section.
- 06 Aug 2026ImprovedOpen any cycle beside its statementEvery cycle opens beside its statement pages, and the link travels.
- 06 Aug 2026ImprovedEvery row knows where it printedRows lay out in the order your eye reads them off the page.
- 27 Jul 2026NewDuplicate a project, or combine a whole folder into oneFork a project to experiment in, or read a whole folder as one matter.
- 15 Jul 2026NewMeet self-healing reconciliationEvery statement cycle checked against the totals the bank printed.
- 17 Jun 2026NewMeet Daystrom™, ask about a client's money in plain EnglishAsk about a client's money in plain English and watch it read.
- 10 Jun 2026NewThe Checks tab puts every check the statements hide in one placeEvery check pulled out of the statements and lined up on its own.
- 10 Jun 2026ImprovedMore accurate dates, accounts, and check amounts across more statement typesDates, accounts and check amounts read correctly on more layouts.
- 18 May 2026ImprovedSee the account owner and bank on every transactionWhose account a row sits in, and which bank it came from.
- 22 Apr 2026NewProject Insights: spending, income, merchants, anomalies, and duplicatesA dashboard for reading a client's money before you open the ledger.
- 03 Apr 2026FixedCredit cards and transfers now read with the correct sign and directionCard and transfer rows carry the right sign and the right direction.
- 25 Mar 2026ImprovedReads scanned and low-quality statements more reliablyScans, photos and image-only files come back with their rows.
- 23 Mar 2026ImprovedMore accurate account numbers, credit unions, and merchant namesAccount numbers, credit unions and merchant names land where they belong.
- 06 Mar 2026NewEdit many transactions at onceSelect a set of transactions and apply one change across all of them.
- 13 Feb 2026NewChange a transaction's categoryRecategorize any row so the analysis reads the money the way you do.