Purely
Product updates

What's new in Purely Finance

A running log of features, improvements, and fixes shipped to the product.

  1. v1.1.0Latest

    Smarter workspace, broader crypto coverage, and billing controls

    Added

    • A redesigned finance dashboard with KPI cards, source health, recurring summaries, notifications, density controls, and a command palette.
    • A reports hub with monthly close and cash-runway views for faster financial review.
    • Transaction detail and review improvements, including recurring indicators and clearer bulk workflows.
    • Expanded watch-only crypto coverage with a curated asset registry, network metadata, token icons, and richer wallet history.
    • Stripe-hosted plan management for Free, Pro, and Plus, plus a registered-account roster for workspace teams.
    • Product updates and What's New surfaces backed by versioned release notes.

    Improved

    • CSV recognition and mappings for Revolut, Wise, PayPal, N26, bunq, and generic bank statements.
    • Natural-language search, multilingual finance terms, predictive cash-flow intelligence, and recurring detection.
    • Dashboard, analytics, reports, imports, sources, billing, auth, landing, PWA, and responsive mobile states.
    • Security, CSRF handling, audit coverage, rate limiting, CI checks, and pre-commit hygiene.

    Fixed

    • Subscription billing and recurring transactions now have separate routes and mutually exclusive navigation states.
    • Pricing cards, update bullets, crypto balances, exchange rates, loading states, and narrow-screen layouts render consistently.

    Removed

    • Unused placeholder workspace packages and their build configuration.
  2. v1.0.0

    V2 product suite - billing, reports, AI, recurring, admin

    Added

    • Monthly close workflow with accountant-ready reports and exports.
    • Billing and subscription management with plan-based limits.
    • AI-assisted transaction categorization, surfaced as suggestions with confidence scores.
    • Recurring transactions and subscription tracking with monthly summaries.
    • Admin workspace for operating the product and inspecting workspaces.

    Improved

    • Landing and auth surfaces are now fully responsive with refreshed hero visuals.
    • CI: pre-commit guardrails, stricter ruff and mypy checks, vitest no-tests handling.
  3. v0.9.0

    Natural-language search and cash-flow predictions

    Added

    • Natural-language search across transactions ("groceries last month", "rent in EUR").
    • Cash-flow predictions on the analytics surface using recent history.
    • Internal status notifier (Telegram) so operations is alerted on server health changes.

    Improved

    • Custom analytics studio with new chart types and saved layouts.
  4. v0.8.0

    Early access launch

    Changed

    • Public registration switched to an early access waitlist while we onboard the first cohorts.

    Fixed

    • Refreshed product icons and animation pacing on the landing hero.
    • Crypto rate refresh stability.
  5. v0.7.0

    Custom analytics studio

    Added

    • Custom analytics with configurable chart cards on the analytics workspace.

    Fixed

    • Crypto transaction totals now reconcile between the dashboard stats and the transactions list.
    • Styling regressions across analytics widgets.
  6. v0.6.0

    PWA, email confirmation, richer dashboard

    Added

    • Installable PWA build with offline-friendly shell.
    • Email confirmation flow for new accounts.
    • New stat tiles on the dashboard summary cards.
    • Provider filters when searching for a bank to connect.

    Fixed

    • Bank sync reliability and progress reporting.
    • PWA install banner behaviour on iOS.
  7. v0.5.0

    Legal agreements and product analytics

    Added

    • Signup consent for Terms of Service and Privacy Policy.
    • Vercel Analytics wired into the marketing surface.

    Fixed

    • Google OAuth callback handling and environment configuration.
    • Landing page styling fixes for narrow viewports.
  8. v0.4.0

    Google sign-in, reCAPTCHA, account shortcuts

    Added

    • Google OAuth sign-in alongside email and password.
    • reCAPTCHA v3 on auth surfaces to reduce automated signup abuse.
    • Account shortcut on the landing page for returning, signed-in users.
    • Subscriptions page on landing and dashboard with a language switcher in settings.

    Improved

    • Theme preference (light/dark and accent color) persists between sessions.

    Fixed

    • Currency conversion on the transactions page now uses consistent rates.
    • Redirect for unauthenticated users on protected routes.
    • Redis worker and crypto balance sync stability; rate limiting on the rates endpoint.
  9. v0.3.0

    Crypto wallets and bulk CSV imports

    Added

    • Watch-only crypto wallets so on-chain balances appear alongside fiat sources.
    • Public landing page that explains the product and onboards new users.

    Fixed

    • Importing multiple CSV files at once no longer fails on the second batch.
  10. v0.2.0

    More banks, multi-currency

    Added

    • Expanded coverage for online banks supported via CSV imports.
    • Currency switcher so balances and totals can be viewed in your preferred currency.

    Improved

    • UI refresh across the dashboard and transactions surfaces.
  11. v0.1.0

    First public preview

    Added

    • Core financial workspace with accounts, transactions, and a first-pass dashboard.
    • CSV import scaffolding for early bank statement uploads.
Product updates | Purely