This release introduces AI-powered bank statement parsing. Upload your bank statements (PDF, images, or text) and let AI extract and import transactions automatically.
How It Works
- Upload Statement — Navigate to Settings → Data Management → Import from Bank Statement and upload your bank statement file (PDF, PNG, JPG, or text)
- AI Extraction — The AI analyzes your statement and extracts transaction details (date, description, amount, balance)
- Duplicate Detection — The system automatically identifies transactions that already exist in your account to prevent duplicates
- Review & Import — Review extracted transactions, select which ones to import, and choose the target account
- Batch Tracking — All imported transactions are tracked with batch IDs for easy identification
Supported Formats
- PDF bank statements
- Images (PNG, JPG, JPEG, WebP)
- Plain text / copied statement data
Setup
- Navigate to Settings → AI Settings → /settings/ai
- Ensure your AI Provider API key is configured
- Select a model for "Statement Parsing" feature (Claude Haiku recommended for cost efficiency)
- Go to Settings → Data Management to start importing
💰 Cost Estimation: Before processing, the app shows an estimated cost based on your file size and selected model, so there are no surprises.
🎨 Improved Budgets UI
The Budgets section received a major visual overhaul:
- Redesigned budget list — Better card layouts with improved visual hierarchy
- Enhanced budget detail page — Cleaner design with better transaction list display
- Loading skeletons — Smooth loading states throughout the budgets section
- Performance improvements — Better data fetching with stats endpoint optimization
🐛 Bug Fixes & Improvements
- Fixed PWA config to start from the dashboard
- Improved dashboard onboarding experience with better loading states
- Various UI component refinements (calendar, dialogs, switches)
Full Changelog: v0.3.2...v0.4.0
Contributors