Dollarwise: Budget & Tracking

What's New in Dollarwise 7.1.0 October 1, 2026 Split one purchase into as many pieces as you need, each with its own category and purpose. Add notes and tags to any transaction. Four tags come built in (Taxable, Business, Reimburse, Recurring), or make your own. Then search your notes and filter Activity by tag. New account settings keep a balance-only account out of Activity and stop an account's deposits from counting as income. Plus a Help center in Profile and fixes throughout.

Your Needs, Wants, and Savings plan now saves to your account, so you can personalize your percentage targets month to month. Spending totals now respect hidden transactions, you can create custom categories while assigning a transaction, and manual balances support positive or negative amounts. The biggest work in 6.4 happened behind the scenes to support our upcoming Web release.

Dollarwise 6.3.0 adds: - New smarter Insights with dismiss, undo, and “hide like this” controls. - Redesigned account management for clearer bank status, reconnects, disconnects, deletes, and manual accounts. - Fixes for budget edits, hidden accounts, refund math, income categories, Discord linking, and large-text onboarding.

Improvements for bank account linking

What's New in 6.2.0 Take control of your categories. - Custom categories — Create your own categories and delete the ones you don't need. Make DollarWise match the way you think about money. - Hide what you don't use — Tidy up your list by hiding categories you never touch. Hidden spending rolls neatly into "Other," and you can bring a category back anytime. - Smarter categorizing — When you recategorize a merchant, DollarWise remembers and can apply it to your other transactions from that merchant — so you set it once and move on. - A faster, friendlier picker — Search your categories to find the right one in a tap. Plus reliability improvements: - A more dependable startup, with smoother recovery if something goes wrong. - Polished visuals across Insights, budgets, and the review flow. Thanks for using Dollarwise!