Changelog
See the latest features and improvements we’ve shipped.
Meet your redesigned budget, with guided setup and clearer views for category and flex budgeting. Carry money forward with rollover budgets, plan month by month, and zoom out to Year or Decade view to see the bigger picture.
Customize merchant names and logos, merge duplicates, and remove unused merchants from Settings. Your household's changes carry through transactions and reports, making spending easier to recognize and keeping your merchant list tidy.
Use this when you need to swap a bank connection for a new one without starting over. Your account history stays together while tracking continues with the new connection.
Stay on top of important account, transaction, and budget activity with web and email alerts.
Create read-only API tokens for your household data and send webhook notifications to personal dashboards, automations, and other integrations.
See recurring income, bills, subscriptions, and credit card payments in one place so you can plan upcoming spending, track what has been paid, and spot subscriptions you may no longer want.
Choose income or expense budget headers, groups, categories, or flexible-budget buckets to monitor from the dashboard with responsive progress rings.
Review household credit card utilization, loan balances, reliable debt changes, and upcoming payment details directly from the dashboard.
See total net worth change—including accounts newly tracked during the selected period—and the accounts that contributed most across weekly, monthly, quarterly, yearly, and all-time views.
Open the command palette from anywhere in the web app to jump between pages, accounts, saved reports, categories, merchants, and tags, or use keyboard shortcuts for common navigation and appearance actions.
Choose your household currency and change it anytime. Moo Money now supports more than 80 currencies while keeping each account in its original currency and converting household totals automatically.
Save report dates, filters, and chart settings for quick reuse, and choose which transaction fields appear in CSV downloads.
Give friends a 30-day Moo Money trial with your household invite link, and earn a free subscription month when they continue with a paid plan.
Search supported institutions before connecting and compare connection success, longevity, and typical update timing from the public Connection Status page.
Split a transaction into multiple categorized amounts, then edit split-specific names, merchants, notes, tags, and categories while keeping the original transaction connected.
Plan future budget periods, review projected amounts, and make adjustments before the month begins.
The new Credit page brings cards and loans into one place with credit score history, utilization trends, account-level payment details, and credit card transactions already filtered for review.
Protect your account with an authenticator app from Settings > Security. This adds another layer of protection around your financial data and household access.
Plaid-connected liabilities can now include mortgages, student loans, auto loans, and other supported loan balances alongside the rest of your accounts.
See when a connected institution needs attention and follow clearer steps to repair or update the connection.
Mark transactions for review, assign the review to a household member, and filter the transaction list to work through what still needs attention.
Assign household members to accounts and transactions, then filter financial views by owner.
Move from cash flow summaries into detailed category, group, merchant, and period views for more context behind your numbers.
Create household tags, choose their colors, control their ordering, and apply them to transactions.
Customize household categories and add emojis that make budgets, transactions, and reports easier to scan.
Add real estate using an automated property estimate and include its changing value in your household net worth.
Track assets and liabilities that cannot be connected automatically, including cash, vehicles, investments, and loans.
Review net worth, investments, transactions, spending, and budgets from one customizable dashboard.
Create an account or sign in more quickly using Google.
Choose a preferred theme or let Moo Money follow your device’s appearance automatically.
Explore categorized income and spending with dedicated reports and visual breakdowns.
Find transactions using more detailed search, date, amount, account, and category filters.
Build budgets by month or year and move between periods to review past activity or plan ahead.
Automate transaction organization with more condition types, actions, and account-specific rules.
Review cash flow using rolling date ranges in addition to standard calendar periods.
Invite another person into your household so you can manage a shared financial picture with separate logins.
Review holdings, allocation, portfolio performance, individual security history, and account-level comparisons.
Organize spending into fixed, flexible, and non-recurring groups with guided budget setup.
Looking ahead
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