Product Updates
The latest features, improvements, and fixes shipped to Budgetly.
Improved notifications and streamlined user management
You can stay informed about account changes, manage cards more flexibly, and enjoy a smoother experience with updated forms and address entry options. New features Admins receive a notification when …
Read update →Smarter notifications and smoother account management
Stay on top of what matters with customisable notification settings, plus smoother payment handling and simpler account management. New features Customise notification preferences to control the …
Read update →Clearer transaction decline notifications and updated payment limits
You’ll now receive clearer notifications when transactions are declined, along with updated transaction limits to strengthen payment security and account control. New features Receive notifications …
Read update →Clearer account actions and smoother card management
You can more easily identify required account actions, manage cards and transactions with greater reliability, and access clearer information for team and account management. New features Email, …
Read update →Earlier spend statements and smoother card management
Spend account statements are now available from the 1st of each month, giving you earlier visibility of settled transactions, alongside a few small improvements to card setup and controls. New …
Read update →Clearer finances and easier navigation
You can check accurate budget balances, see clearer billing details, receive better error feedback, and navigate your accounts more easily. Improvements Budget balances now refresh consistently on the …
Read update →Easier filtering, clearer information, and reliable account management
You can quickly find relevant transactions, easily understand account statuses, and rely on more accurate and streamlined card, email, and wallet management. New features Filter the GST extraction …
Read update →Modernised app visuals and accurate account information
You can enjoy a refreshed interface along with clearer and more accurate account and delivery details. Improvements Refreshed splash screens and updated Apple Pay videos bring a more modern and …
Read update →Easier onboarding and clearer visibility
Enjoy smoother onboarding, clearer budget visibility, and better alignment between desktop and mobile experiences. Improvements User details (first name, last name, email, and phone number) are now …
Read update →Focus on internal platform stability
Enjoy a smoother experience with improved platform reliability, clearer error handling, and enhanced monitoring tools to keep everything running seamlessly. Improvements Enhanced monitoring tools help …
Read update →Cleaner notifications and smoother mobile experience
Stay on top of things with clearer notifications, improved mobile usability, and a few handy fixes. Improvements Receipt reminder buttons now say “Add receipt” for clearer action. On mobile, …
Read update →Inbox and push notifications are here
Your new Budgetly inbox keeps receipt reminders, and money requests front and centre - no emails required. Tap push or open the app and handle tasks on the spot. - 2h + 24h receipt reminders = higher …
Read update →Better visibility and smoother performance
Stay in the loop with improved app performance, cleaner email layouts, and more accurate exports and data tracking. New features We’ve optimised performance by moving transactions and logs to a new …
Read update →Smarter filters and better budget control
Get more done with improved filters, cleaner budget tools, and faster performance across mobile and web. New features Enhanced filtering and sorting in tables across the web platform makes it easier …
Read update →Simpler filters, smoother flows, and more control
We’ve made it easier to manage cards, budgets, and bills with smarter filters, cleaner layouts, and more flexible transaction limits. New features A custom statements list is now available, with …
Read update →Easier syncing, searching, and exporting
Get more done with smarter exports, easier bulk actions, and clearer logs across the new transactions page. New features You can now export selected transactions to CSV from the new transactions page, …
Read update →Clearer filters and faster workflows
Enjoy a smoother experience with smarter filters, fewer bugs, and easier ways to manage your receipts and transactions. New features You can now track how many transactions are missing receipts for …
Read update →A powerful new way to manage transactions
The transactions page has had a major upgrade, giving you more control, faster editing, and smarter ways to find and manage your spending. We’ve also resolved a number of issues to ensure …
Read update →Boosting performance, security and experience
Enjoy a smoother experience with improved security, cleaner design, better analytics, and fewer bugs. Improvements We’ve cleaned up old system resources to improve performance and reliability. …
Read update →Smarter sign-ins and clearer reports
Sharper reporting, smarter SSO, and a more stable platform—with clearer error messages and smoother user management. Improvements Error messages are now much easier to understand and clearly marked so …
Read update →Easier logins and smarter data management
Logging in just got easier and more secure, with smarter login flows, better account management, and clearer troubleshooting. New features It’s now much easier to manage your login preferences—SSO …
Read update →Meet Buddy, your personal AI assistant for more efficient spend management
Imagine managing bills and receipts without the hassle. With Buddy AI, automation handles the complexities, while keeping you in control. Buddy AI is designed to save you time, increase receipt …
Read update →Streamlined bill approvals and user roles
We are excited to announce a significant update to the Budgetly product, designed to simplify your bill payment process and empower your team with greater control. This release also introduces the …
Read update →Prevent duplicate bill payments
Early duplicate bill document detection When uploading or creating a new bill, Budgetly alerts you if the same document has been uploaded to another bill paid within the past 7 days. This real-time …
Read update →Improved navigation and layout
Layout changes Side Navigation Bar: New Collapsible Design: Experience a cleaner and more streamlined interface with the newly designed collapsible side navigation bar. Switch Company Menu: …
Read update →Budget spend reports
Budgets: Spend Reports See how much has been spent in your budgets at a glance. Our new detailed spend reports provide more insight as to how your budgets are tracking for the time period (weekly, …
Read update →Accountant role
User roles: New “Accountant” role Introducing a new role designed specifically for accountants, joining our existing User and Admin roles. This feature has been eagerly requested by our …
Read update →Multi-Factor Authentication (MFA)
Security: Multi-Factor Authentication (MFA) Two available methods: Authenticator app and SMS. Mandatory for Admins, optional for users (based on Admin’s determination). What is Multi-Factor …
Read update →Streamlined mobile password reset
Budgetly mobile app Reset password in-app When resetting your Budgetly password on your mobile device, the link in the email will now take you back to the mobile app rather than your device’s …
Read update →Enhanced user limits and transaction notes
Budgets: User Top-ups User top-ups that reset naturally. Budgets with user limits now support user top-ups. This means that the available balance is topped up, but the user limit remains unchanged. As …
Read update →New transaction filters and improved card delivery
New transaction filters Type Card transactions Deposits and transfers Status Pending and Settled Pending Settled Declined Card delivery addresses You can now choose if you want to save a new card …
Read update →Improved budget top-ups, exports, and transaction date searches
Budgets 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. …
Read update →Improved Statements
Monthly Statements Now grouped by Financial Year with the most recent month at the top. New and improved Statement design Quickly download a PDF Statement by clicking on the month. Easily each …
Read update →Improved preferences
Settings (Admins only) Preferences: Admins can now manage some of their features themselves, such as: GST Automation (Premium Plan only) - enable or disable Block card ordering for users Block ATM …
Read update →Efficient tagging and pagination
Latest updates to Budgetly product Tags (Premium): Customers can add more than 1 tag from the transactions list. No more needing to go into the individual transaction to add more than one tag! When …
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