We’ve rolled out a small, but impactful update to the way you categorize and track your project spending.

To streamline your data entry, we’ve replaced the standard selection menus with a new "Type-to-Search" dropdown system.

Untitled Project

What’s New?

When you are recording expenses or managing transactions, you’ll notice a more responsive experience in the Account, Company, and Project Category fields. This improvement is available both within the Create Transaction modal and directly inside the Expense Table.

  • Faster Filtering: Instead of scrolling through long lists, simply start typing. The menu will instantly narrow down options to help you find the right Account, Company or Category.
  • On-the-Fly Creation: If you’re entering an expense for a new Vendor or Account that isn't in your system yet, you can now add them directly from the dropdown menu without leaving your current screen.
  • Inline Editing: These searchable fields are embedded directly into the Expense Table, making bulk updates to your project accounting smoother and more intuitive.

This update is designed to reduce friction in your daily bookkeeping, keeping your data organized with less effort.

Dave Robertson
February 27, 2026
5 min read
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