New: Email Sync, now in beta
Plus bug fixes updates
Budge AI2 min read·Just now--
Email in. Expense logged, automatically.
Today we’re launching Email Sync, a feature that lets you automatically track your expense from an email source.
With Email Sync, you can now automate tracking your expenses from emails you choose, and have the transaction details extracted and added to your Budge AI activity feed in the app as it happens.
Update Budge AI to v0.6.0 (Build 110) on iOS TestFlight or via the Google Play Store on Android to try the new Email Sync feature.
Email Sync is an alternative or complementary option to SMS Sync. This means if you turn on both, Budge AI is smart enough to prevent the exact same transaction from being counted twice.
To get started
- Create your private Budge email address. This will be unique to you and act a secure forwarding destination.
- Set up auto-forwarding from your email provider. You can do this from Gmail, Outlook, or iCloud Mail. Support for Yahoo will come in subsequent updates.
- Lastly, choose what email transactions you want to track by applying filters directly in your inbox.
We’ve added a step-by-step guide in the app to walk you through the setup process from start to finish if you need help getting started.
Also in this release
- We fixed an issue where where budget cards on home screen did not show the warning icon when you’re close to or over your set budget limit.
- We fixed an issue where you could to deselect a category pill when trying to create a new budget.
Next up…
AI Chat, for even more effortless personal finance management. With AI Chat, you’ll be able to ask about your money and save time using its agentic abilities that can help you do stuff like scan and add the details of a shopping receipt as a transaction note automatically, or create budgets and transactions from conversations or documents you upload, and more.
If you’d like to get a sneak peek before launch, schedule a quick 30-minute chat with us. We’d love to hear your feedback.
See you in our next round of updates! 💚