What’s new at MoneyWellth

We’re always working on new features and improvements and today’s release is one that we are all excited about. New Features and improvements released today:

NEW: Monthly Cash Flow Tile on Your Dashboard

You asked—we delivered! You can now see your monthly cash flow right from your dashboard. This dynamic new tile gives you an instant snapshot of your financial health:

• Cash Flow: Your total income minus your total spending

• Income: The sum of all transactions marked as income

• Spending: Your categorized expenses

Want more accuracy? Just recategorize any transaction and watch the dashboard update in real time. It’s never been easier to see if you’re spending less than you earn.

Easier Budget Category Updates

Making changes to individual budget categories is now seamless—your updates save automatically as you go. No extra clicks, no lost progress—just smooth, efficient budgeting the way it should be.

Smarter Transaction Management

We’ve made several improvements to help you review and edit your transactions faster and more easily:

• Stay in Place: When updating a transaction from your list, you’ll now remain right where you were—no more scrolling back to find your spot.

• Smarter Search: When you search for a merchant and update a transaction, your search results stay put. Edit multiple transactions without having to retype the same search.

More Accurate Transaction Categorization

We’ve enhanced our category mapping using Plaid’s latest financial data standards, which means your transactions will be automatically sorted with better precision. Say goodbye to mystery transactions and hello to cleaner budgets.

More Syncs for Free Users

We’re giving free users more power to stay on top of their spending:

• Two automatic syncs per month (on the 1st and 15th)

• Three manual syncs to use anytime

That means less time spent syncing and more time focusing on what matters—your financial goals.

Top Spending Merchant Chart — Smarter Than Ever

Your Top Spending Merchant chart now includes only posted transactions, ensuring your spending insights are accurate and reliable. Pending charges won’t skew your data anymore.

More Bug Fixes & Small Wins

Here are a few more enhancements to make your experience even better:

• Uncategorized Transactions Breakdown: Chart UI now aligns visually with other category displays.

• Budget Reset Entry: Improved navigation between input fields for quicker setup.

• Budget Reset Navigation: You’ll now return to the first page of your budget after a reset—no more manual backtracking.

• Course Play Buttons: We’ve cleaned up duplicate play button icons on all course tiles.

• Create a Rule: Updated the button label to “Save” (instead of “Apply”) for clearer action steps.

We’re excited to bring you these upgrades—and even more excited to see how you use them. As always, we’re listening closely to your feedback. Keep an eye out for more enhancements coming soon!