Helpwhats newWhat's new · July 2026
What's new · July 2026
Smarter GL suggestions, click-to-edit transaction details, full special-item setup from the bank feed, and more.
beginner· 11 views· Updated 7/18/2026
Highlights of what shipped recently in AkountFly:
- ✨ Top suggestions in the category picker: the GL dropdown on Transactions now ranks the 3 best-fit accounts using the transaction's direction, wording and your past habits, with every account badged by type.
- Click-to-edit Contact Names & Descriptions: fix messy bank narrations right on the card or table row; editing a description can trigger an "AI suggests" category pill.
- Full special-item setup from the bank feed: approving a detected loan, asset, investment or prepayment now offers the complete terms form ("Set up now") or a defer option that creates a Dashboard task.
- One clear sync banner: bank sync progress is tracked by a single banner from fetch to AI categorisation, with clear failure guidance.
- Recategorise after approval: change the account on a Completed transaction and hit Save; AkountFly reverses and re-posts the journal for you.
- Billing: free trials now require a card on file (trial length is now 3 days) for all plans; Billing History gained PDF export.
- Security: sessions are capped at 24 hours and 2FA re-verifies every 60 days.
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Approving loans, assets, investments & prepayments from the bank feed
When AkountFly detects a special item in your bank feed, Approve opens a dialog to match an existing item or set up a new one with full terms.
Edit contact names and descriptions on bank transactions
Contact Name and Description on bank transactions are click-to-edit: fix messy bank narrations in place.
The 3-day free trial and why a card is required
Every AkountFly trial is 3 days, full-featured, and requires a payment card on file: you're only charged when the trial ends.
Smart category suggestions in the GL picker
The category picker in Transactions now ranks the 3 best-fit accounts for each transaction as you type.
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