Cashplannr web app changelog

May 2025

  • You can now filter on “uncategorized” transactions, as well as on transactions without a relation 😍
  • The transaction form has been updated:
    • Add amounts excl. or incl. VAT, set your vat rate
    • Easier recurring transactions: choose to end after x times 🖤
  • Cashplannr loads much faster now 🤩
  • The category select fields have been updated to correctly represent all categories, in the correct order

April 2025

  • Enabled scenarios on the calendar
  • Settings > My businesses now show some financial data per business
  • The Ledger view is not filtered by cash ledger accounts by default
  • You can now choose to have uncategorized transactions be categorized through AI 🤩

2025-03-22

  • Attention: Yuki is scheduling maintenance to their software during the weekend of 22 and 23 March 2025. (Some of) Their services can be unavailable.
  • An issue with the cash position was fixed

2025-03-21

  • We gave the calendar a big layout update to both make it work more smoothly and look better. For example, it’s now not reloading when dragging a transaction to another date.
  • You can now also see and change scenarios in the calendar view.
  • We’ve also fixed a but with consolidation of businesses in the calendar.
  • We fixed a big that prevented importing bank transactions for Yuki integrations

2025-03-14

  • Create a scenario based on another scenario (copy scenario)