Private, secure, & free personal finance web app

Category: Company News

Upcoming feature drop: Link your bank directly

Hi all,

We’ve been listening to your feedback and we have been on it.

For our next release, you will be able to just directly and securely link your bank to our website and just get all the data straight from your accounts.

No more exporting and then importing!

We’re hoping to release this September, if not, October the latest.

Please don’t forget to sign up for our newsletter and/or follow our instagram so we can notify you the moment that it’s available!

26 August 2025
V2 now live!
Hi all! V2 is now live!
All these updates are for the free tier (the only tier we have at the time of writing)

What’s NEW in this update?
- Users can now create financial accounts. E.g.: Create a chequing “account” to reflect your chequings account in ABC bank.
  - This lets you import transactions faster in subsequent imports since you only have to declare which bank and account type once.
- You can now see your CURRENT balance.
  - How it works:
    After you have created a financial account AND after you have upload all the earliest transactions, you can then EDIT a financial account to give you controls to the “current balance” calculator.
  - If you indicate the current balance in your online banking and then click “calculate”, it’ll reverse-math and calculate the initial balance you had for this financial account before your earliest upload transaction.
  - Warren keeps track of this and can now reliably calculate your running balance automatically even after you upload more transactions in said account in the future.
  - More explanation in the “Why are you asking this?” button in it!
What has CHANGED in this update?
- Instead of importing transactions and importing every time which bank and account type it is, you now have to create a “financial account” first and then import transactions into those financial accounts.
- If you have an existing .wrn file and you’re actively using it, please contact me. There are updates in the data format when saving data and resuming sessions. Your financial data in the file you have is still valid, I just need to reformat it for you in order to work with the new version. Sorry for the inconvenience! It was a necessary improvement.
28 July 2025
List of upcoming big features!
Hi all, we’ve received a couple of questions about feature requests and what’s coming up next with Warren.

Our small-but-mighty team is working hard to get you some of these big roadmap items that we’re focusing on (in no order):
- be able to import any other bank, even if it’s not Canadian
- be able to save our data in the site
- be able to just automatically connect to my bank accounts and get the information there directly!
What we suggest and what you can do in the meantime is to either follow us on Instagram or subscribe to our newsletter so that we can notify you when one or all of these roadmap items are done and available for you!
18 July 2025
Throttling down on the software development and revisiting problem and product validation

Hi all, we’re throttling down a bit our software development in order to divert energy and resources in making sure we’re solving the right, most important problem for people who are tackling their personal finances.

Edit Jun 22: We’ve finally clarified and planned our roadmap so product development and management’s back on the go!

14 June 2025
BIG feature upgrades: Categories and Sankey diagram!

You’ve been asking for it, we listened, and we delivered!

Ever since our version 1, a lot of people have been asking a way to see where their money goes. We knew how to achieve this and to be honest, it’s been part of our plan even from the start. We just had to attend to the most critical pieces and base foundations.

Categories

In order to show you where your money goes in a diagram, there has to be a way to categorise your transactions first. This is why we’ve built the categorization feature!

Transactions can now be categorised

How you can categorise your transactions

How it works

On desktop, you can right click on any transaction row.
On mobile, you can expand the accordion (click the down arrow on the right of a transaction item) and you will see “Edit transaction”.

Important

This powerful new capability is currently available to all users as an exclusive early access preview!

When you avail of the categorization feature, you will be able to categorise your transactions one by one. You can easily and quickly apply the same category to similar transactions in your application:

There’s a toggle to apply to same categorisation to other similar transactions (similar transactions = transactions with the exact same transaction name)

In our future feature deployments, we will have an AI auto-categorization feature. We’re sure you’d enjoy that so our small-but-mighty team are scrambling away to get to that point while attending to our other product priorities!

Sankey (Flow) diagram

After all your transactions have been categorised, you will now be able to see them in the “Flow” diagram (Reports → Cash Inflow or Outflow)

Here are some examples:

Cash Inflow example

Cash Outflow example

Important

This powerful new capability is currently available to all users as an exclusive early access preview!

How it works

You just have to categorise your transactions to a category and then the flow diagram does the rest!

Be a Founding Member: Sign up now for early access, exclusive deals, and help shape our future!

The little “oopsie” here is that we have not built the date range selector yet 😅 So currently it’ll show you the in and outflows of your money of all the transactions, of all times. We’re aware of this and we’re building and releasing this addition soon!

Summary

You can now categorise your transactions and you can view them in a flow diagram; both to show the inflow and outflow of your money.

1 June 2025