Institutions Redesign

Aug 06, 2023

The institutions page has a new design giving you a complete view of all your accounts in one place. The new design is also consistent with the rest of the app and allows you to perform bulk actions on institutions and their accounts. With the multi-selection feature, you can conveniently filter transactions from different accounts based on your specific requirements.

Another improvement in this release is the ability to rename your accounts. Simply click on the institution or account name and select the option to change the display name. The new name you choose will be updated across the app, including the transactions page. This feature is especially handy when you have multiple accounts connected from the same institution, such as yourself and your partner.

These features also lay the foundation of what’s coming up next, which is filtering. Being able to filter your financial data is immensely powerful and provides you with accurate insights. Stay tuned for more updates!

That’s all for now. I hope you enjoy this release.