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Showing posts with the label new feature

New Feature: Add Transactions Using Siri

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We're excited to introduce support for Siri Shortcuts in Pixel Budget, making it possible to record expenses and income using just your voice—without opening the app. Many people want to record expenses as soon as they happen. Although Pixel Budget already offers a fast and intuitive manual transaction entry process, the new Siri Shortcuts integration makes it even faster—you can record transactions without opening the app. Recording a transaction takes only a few seconds. Simply say: You: Hey Siri, record expense for Chase Bank. Siri: Amount slash vendor? You: 58.40 slash Walmart. That's it! Pixel Budget adds the transaction to the Pending Transactions list for review and automatically suggests the vendor and category based on your previously approved transactions. Smart Vendor and Category Recognition Just like imported bank transactions, transactions recorded using Siri are first added to the Pending Transactions list for review and approval. During the review proces...

Review and Approve Imported Transactions Is Now Available in the Mobile App

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I'm happy to announce that Approve Transactions is now available in the Pixel Budget mobile app! Until now, importing transactions from your bank's CSV, OFX, or QFX exports—and then reviewing and approving those imported transactions—was available only in the web app. With this update, the review and approval process can now be completed directly from the mobile app as well. The import itself remains available only in the web app , where you upload your bank export file and complete the import wizard. The Import page in the web app. Once the transactions have been imported, you can review and approve them from either the web app or the mobile app. How to Access It In the mobile app: Tap the menu icon. Select Approve Transactions . From a functionality perspective, this page is the same as the Import page in the web app, except that it doesn't include the file import functionality. The review and approval process works exactly the same way, so if you've already used ...

New Feature: Recurring Transactions

Today’s update, in addition to several bug fixes, introduces the new Recurring Transactions feature. From now on, you can set up recurring transactions with just a few clicks: click the menu icon of an existing transaction and select Make Recurring . Recurring transactions can be viewed and managed on the previously introduced Scheduled Transactions page. The User Guide has also been updated. Check out these pages to learn more about the new feature: Scheduled Transactions : https://help.pixelbudget.com/p/zz1fqtR-COWmbT/Scheduled-Transactions Recurring Transactions : https://help.pixelbudget.com/p/zagMnvcZglbPbV/Recurring-Transactions The Recurring Transactions feature is available in both the web app and the mobile app.

New Features Coming in Beta

You can check the latest upcoming features and improvements in the Help Center: https://help.pixelbudget.com  → Beta Info → New Features Coming in Beta Based on the first feedback from private beta users, the Recurring Transactions feature seems to be the highest priority, so I’ve started working on it. This feature will be released in two parts: Part 1: Scheduled Transactions If you add a transaction with a future date, it won’t appear on the Transactions page. Instead, it will be listed on a new Scheduled Transactions page. When the date arrives, the transaction will be automatically added to the Transactions page. Part 2: Recurring Transactions When you create a recurring transaction, the next occurrence will always appear on the Scheduled Transactions page. When the date arrives, it will be automatically added to the Transactions page.