Changelog

New features, improvements, and fixes in every release.

v1.0.192026-02-08

Plutus Memory

  • -Plutus now remembers your preferences, pay schedule, and financial goals across conversations
  • -AI can save notes automatically when you share useful context — or edit them manually in Settings
  • -Two new MCP tools (get_plutus_memory, update_plutus_memory) for external AI clients
v1.0.182026-02-08

Plutus AI Reliability & Polish

  • -Fixed Plutus tool use errors: AI actions (categorize, move money, etc.) now work reliably across multi-turn conversations
  • -Deterministic message ordering prevents conversation history from getting scrambled between turns
  • -Message validation ensures clean communication with the AI engine
  • -Global macOS-style scrollbars: no more jarring light scrollbar backgrounds in dark mode
  • -Lighter panel overlays for better context visibility when side panels are open
v1.0.172026-02-07

Code Review Bug Fixes

  • -Fixed 18 bugs from comprehensive code review across backend and frontend
  • -MCP tools now match REST API behavior for credit card handling, payee normalization, and debt tracking
  • -Bank sync endpoints secured with row-level security
  • -YNAB import now creates payment categories for credit cards and loans
  • -Consistent banker's rounding in all money calculations
  • -MCP session management: 24-hour TTL and 1000 session hard cap
v1.0.82026-02-07

Smooth Animations & Move Money Redesign

  • -Move Money redesigned as a responsive panel (right side on desktop, bottom drawer on mobile)
  • -Smooth expand/collapse animation for category groups
  • -Improved category list scrolling with more room for long lists
v1.0.72026-02-06

Series-Aware Recurring Transactions

  • -Delete or edit a single instance of a recurring transaction, or apply changes to all future instances
  • -Choosing "This and all future" updates the recurring template and regenerates the schedule
  • -Arsenal MCP tools: 7 new AI tools for debt payoff analysis and management
  • -ChatGPT compatibility: tool annotations and session resilience for non-Claude MCP clients
  • -Fixed recurring transaction regeneration when Telescope mode is off
  • -OAuth consent page styling fix for content security policy
v1.0.62026-02-05

Remote MCP & Mobile AI

  • -Remote MCP server: connect Claude, ChatGPT, or any MCP client to your budget via OAuth
  • -38 budget management tools available through MCP (accounts, categories, transactions, payees, and more)
  • -Mobile ledger action bar for better touch interaction
  • -On Deck formula fix for accurate unassigned balance calculation
  • -Settings page restructured with clearer sections
  • -Category row borders and hover states improved
v1.0.52026-02-04

AI & MCP Integration

  • -API key system with scoped permissions (read-only or read/write)
  • -Local MCP server for Claude Desktop integration
  • -11 budget management tools: list budgets, categories, accounts, transactions, categorize, approve, move money
  • -Analytics endpoints for AI-friendly budget summaries and spending trends
  • -API key management UI in Settings
v1.0.42026-02-03

Arsenal Debt Payoff

  • -Arsenal: strategic debt payoff planner with four strategies (snowball, avalanche, interest amount, cash flow index)
  • -Side-by-side strategy comparison showing months to payoff and total interest
  • -Apply payoff schedule: generates optimized payment transfers in your ledger
  • -Progress tracking with automatic payment detection
  • -Per-debt tracking with variance and projection analysis
v1.0.32026-02-01

Reports & Insights

  • -Reports page with spending breakdown charts
  • -Income vs. expense trends over time
  • -Category spending analysis with month-over-month comparison
  • -Net worth tracking across all accounts
v1.0.22026-01-28

Push Notifications

  • -Push notifications for new bank transactions, large transactions, overspent categories, and low balances
  • -Configurable thresholds for large transaction and low balance alerts
  • -Admin tools for lifetime subscription management
  • -Login page layout improvements
  • -Negative running balance highlighting
v1.0.12026-01-25

Bank Sync & Matching

  • -Automatic bank sync via Stripe Financial Connections
  • -Smart payee name cleanup for imported transactions
  • -Transaction matching: auto-match imported transactions with manual entries
  • -Manual match and merge for transactions that do not auto-match
  • -Unmatch feature to separate incorrectly matched transactions
  • -Auto-categorization based on payee defaults
v1.0.02026-01-20

Meridian v1.0

  • -Full envelope budgeting with zero-based assignments
  • -YNAB-style credit card handling with automatic payment tracking
  • -Recurring transactions with Telescope mode for future projection
  • -CSV import and export
  • -Drag-and-drop category and account reordering
  • -Payee management with fuzzy search and auto-categorization
  • -Multiple budgets with archive and delete
  • -Dark mode and compact layout options
  • -Stripe payments with monthly ($5) and annual ($50) plans
  • -Math expressions in assignment fields (+, -, *, /)
  • -Keyboard shortcuts for power users
v0.x2025-2026

Foundation

  • -Core budgeting engine built from scratch
  • -JWT authentication with refresh tokens and Google Sign-In
  • -Row-level security for complete data isolation
  • -Security audit with all findings resolved
  • -Progressive Web App with offline support
  • -Responsive design for desktop and mobile browsers

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