New: Sub-Accounts
Sub-accounts allow you to split a single account budget into multiple parts. They are perfect for accounts where you want to build the budgets from a selection of detail items. For example, your Utilities accounts can be split into Gas, Electricity and Water and your Subscriptions budget can be entered as multiple subscription services. Check out the Sub-Accounts for Budgets help article for more details.
New: Removed Classic Report Template Select
Back in October 2023 we launched a new Report Builder template select layout. To help make the transition smoother for experienced users we provided an option to switch to the classic layout. Feedback on the new layout been very positive and very limited feedback comparing it to the classic layout. The classic layout is no longer being heavily used so we've made the decision to remove the classic layout. It's not too late to provide feedback. If there is something you miss about the old layout, please do send us a message via the chat in the bottom right corner.