UltiBudget Changelog

App updates, reliability improvements, and feature notes.

Cloud Sharing Fixes

A focused update for shared workspaces and cloud-store stability.

  • Fixed a cloud store loading issue related to merchant relationships.
  • Improved shared workspace titles and sharing display details.

Money Accuracy & Split Ordering Upgrade

One of the biggest foundation updates: better money handling and safer split transactions.

  • Improved cent rounding and money comparisons across accounts, budgets, bills, transactions, alerts, receipts, and imports.
  • Split rows now keep a stable order across create, edit, duplicate, receipt edit, and migration flows.

Cleaner Data Reset & Bill Reliability

Improved cleanup behavior around deleting data and managing bill-related records.

  • Delete-all-data behavior was improved for safer app resets.
  • Bill-related cleanup and reliability received another pass.

Quieter, Cleaner App Internals

Debug noise was reduced so the app runs cleaner during normal use.

  • Unnecessary debug logging was reduced throughout the app.
  • The app internals are cleaner and easier to maintain.

Stronger Deleted-Record Handling

Sync behavior became safer when records are deleted on one device or workspace.

  • Deleted items now win more consistently during sync and merge operations.
  • Recent category suggestions were improved.

Cleaner Sync Engine + Better Search

The full upsert sync system became more robust, and transaction search/category behavior improved.

  • Workspace merging was cleaned up with a stronger full upsert flow.
  • Transaction searching was improved.
  • Automatic assignment now handles uncategorized transactions more gracefully.

Smarter Merchant Matching

Merchant handling for alerts and automatic transactions became cleaner and more consistent.

  • Alert-created transactions now use clearer merchant text.
  • Merchant extraction and alert matching were refined.

Better First-Run Workspace Flow

Workspace creation and data reset flows were improved for a smoother setup experience.

  • Delete-all-data behavior was fixed and made safer.
  • New workspaces now open into a more useful starting place.

Cleaner Empty Workspace Experience

The workspace list now feels better when users are just getting started.

  • The empty workspace list experience was improved.

Shared Workspace Reliability Improvements

iCloud sharing became more reliable while deleted-record handling continued to improve.

  • Shared workspaces became more stable and reliable.
  • Deleted-record behavior continued to improve.

Bills, Sharing & Subscriber Support Cleanup

A practical polish update for bills, sharing, bank alerts, and the select paid features that help support ongoing development.

  • Bill scrolling and bill display behavior were improved.
  • Subscriber support checks were cleaned up while keeping manual transaction entry completely free.
  • Bank-alert-created transactions became more reliable around supported account states.

Faster Tabs + Clearer Subscriber Support

The app became snappier, especially around the main tabs, select paid features, and workspace copying.

  • Main tab loading was improved for a faster everyday experience.
  • UltiBudget has honestly cost more to build than it has earned so far, and subscriber support helps keep it going.
  • Manual entry remains completely free, and the price for select paid features has been kept as low as possible, but UltiBudget cannot be floated solo forever.
  • Workspace copying and cloud flows were refactored for better reliability.

Bills & Workspace Cleanup

Bills improved and workspace deletion got safer.

  • The bills model and bill behavior received reliability improvements.
  • Workspace deletion and budget display cleanup were improved.

Cloud Tombstones + Sync Safety

A major foundation update for deleted records, iCloud merging, and workspace sync safety.

  • Deleted-record support was added across the data model.
  • iCloud tombstoning, merging, and workspace syncing became more reliable.
  • Select paid-feature checks were improved, with real appreciation for the subscribers helping keep UltiBudget alive.

Sharing, Transfers & CSV Import Upgrades

A broad reliability update for shared workspaces, transfer handling, and CSV imports.

  • iCloud workspace sharing setup was improved.
  • Transfer migration and cross-workspace transfer safety were improved.
  • CSV import behavior became more reliable.

Local + iCloud Workspace Switching

Switching between local and iCloud workspaces became much more reliable.

  • Moving between local and iCloud stores became smoother.
  • Workspace selection behavior was improved.
  • Older sync approaches were removed in favor of the newer workspace system.

New Cloud Sync Direction

UltiBudget stepped away from an earlier mirror-style sync idea and began moving toward a stronger workspace-based cloud architecture.

  • The newer workspace sync architecture began taking shape.
  • The app shifted toward a safer long-term sync strategy.

App Store Stability Releases

Several 1.5.x App Store builds focused on stability and preparing for bigger sync changes.

  • Multiple 1.5.x builds were prepared and submitted.
  • General app stability and release readiness improved.

Merchant Sync Fix

Merchant-related syncing became more consistent.

  • Fixed merchant change-record syncing.

CSV, Merchants & Budget Flow Refinements

A series of stability releases improved CSV importing, merchant behavior, and budgeting flow.

  • CSV importer fixes and improvements continued.
  • Merchant behavior was refined across transaction workflows.

Major CSV Import + Transfer Improvements

The 1.4.x release series brought big improvements to importing, transfer editing, matching, and cross-platform behavior.

  • CSV importing became more reliable, including duplicate detection and file import fixes on iOS.
  • Transfer UI and editing behavior improved.
  • Mac Catalyst and iOS import behavior became more consistent.

The X1 Workspace System Begins

A major data model transition began, setting the stage for safer workspaces, multiple stores, and future sync improvements.

  • The larger X1 data model transition began.
  • Workspace handling, onboarding, and active-store persistence were improved.
  • Early work began to separate workspace data into safer storage structures.

Import Polish + Version 1.2.9

CSV importing, account visuals, amount entry, and duplicate review received important improvements.

  • CSV importing became more resilient.
  • Amount entry and account behavior were improved.
  • Version 1.2.9 was prepared and published.

Shortcuts, Backups & Smarter Extraction

UltiBudget gained shortcut support, backup/import tools, and smarter transaction text parsing.

  • Shortcut support was added.
  • Backup and import data tools were added.
  • Auto-extractor settings and transaction text parsing improved.

Split Transactions, Scanner & Import Foundations

The early 1.1.x and 1.2.x releases added many of UltiBudget’s core finance features.

  • Split transaction support was added and improved.
  • Receipt scanning, camera permission handling, and merchant extraction improved.
  • Transaction importing and category totals became more reliable.

UltiBudget Begins

The first version of UltiBudget took shape with workspaces, onboarding, budgets, accounts, sharing, and scanner foundations.

  • Core app structure, budgeting, accounts, and workspace foundations were created.
  • Early workspace sharing and onboarding flows were developed.
  • Scanner and select paid-feature foundations began.