Release notes: 17 July 2023

Latest updates to Budgetly product


Top-ups can now contain notes!

When topping-up or reducing a budget, you can now add a reason/note with it.
This reason will appear in the action logs, making auditing much easier for Admins.

Export has more columns

Your CSV export of budgets now includes two more columns:

  • Carry-over:
    Yes or No
  • Status:
    Active, Paused or Archived

Transactions & Statements

Improved transaction date search

  • Improved date filter where the to date can be added to show all transactions - up until the chosen date (in both Transactions and Statements screens)