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Jun 23, 2026

Release notes: simplified finance tracker v2

What's new, what's improved, and why we added a 'tax season' button.

You asked, we listened. The new version of our finance tracker now includes quarterly tax estimates, a recurring expense toggle, and a dashboard that shows your profit margin at a glance.

The biggest update? The 'tax season' button. Click it, and the template auto-filters all deductible expenses and generates a summary you can hand to your accountant.

Existing users get this update for free—just duplicate the new template using the link in your original purchase email. We hope this makes your financial life a little less stressful.