· v1.2.3beta
A real help guide, better sync errors, and fewer stuck pendings
A big one. A new Help guide on basisbudget.com covers everything from first-run setup to deep dives on each budgeting mode, with a link straight from Settings. Bank reauth requirements now stay visible until you fix them, stuck pending transactions clean themselves up, and a handful of onboarding and budget improvements.
Help guide
- New Help guide on basisbudget.com with nine chapters: Getting started, Your accounts, Budgeting modes, Zero-Based, Spending Limits, Using the app, Privacy & security, Your subscription, and Troubleshooting. Covers the stuff that's hard to figure out from the app alone, like anchor resets, review flow, splits, restoring on a new iPhone, and what actually gets encrypted.
- Settings now links directly to the guide, so you can jump to the chapter you need without leaving the app flow.
Sync errors
- When a bank needs you to re-sign in, the Sync Issue banner now stays visible in Settings and the bank's row in Manage Banks shows a Reconnect button. Previously this only appeared once and then disappeared, leaving no in-app way to fix it.
- Apple Wallet auth issues now surface in the same Sync Issue banner, so both kinds of reconnect needs show up in one place.
- Plaid and Apple Wallet sync errors no longer overwrite each other. Each source keeps its own line in the banner.
Pending transactions
- Duplicate "pending + posted" pairs left behind from past sync edge cases now clean themselves up on the next sync, so your Pending list matches what's actually still pending at your bank.
Onboarding and navigation
- Welcome and sign-in are now a single step instead of two.
- Apple Wallet accounts you've already linked show up during the Bank step alongside Plaid banks.
- Added a Sign Out button in Settings.
- Tapping an account in Manage Banks now opens the full account detail view.
- If the initial bank check fails during onboarding, you get a retry button and a Cancel option instead of a silent hang.
Budget
- Left to Assign no longer inflates when pendings from before a Zero-Based reset date finally post. The anchor shifts automatically so the math stays continuous.
- Added a Left to Assign breakdown sheet so you can see exactly how the number is derived.
- Renamed the small drift caption from "adjusting" to "reconciling" so it's clearer what the app is doing.
Under the hood
- Audit log and diagnostic exports now distinguish which source (Plaid vs Apple Wallet) each sync event came from, which makes troubleshooting much faster.
- Loan accounts are now supported in the connected-mode account picker.
- Account deletion now also removes your Supabase auth record, closing the loop on full data removal.
- Consolidated sync cooldowns so pull-to-refresh behaves the same way across Dashboard, Transactions, and Manage Banks.
- Added a server-side cleanup job that disconnects Plaid items for lapsed subscribers after the grace period ends, so no bank data keeps syncing after cancellation.