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Smarter Imports & Search

Release
v2026.3.2
JunJunJunJulAugAug
3new
4improved
5fixed

Automatic currency setup

When you import transactions for the first time, Expensicat now sets your team's currency from the import file. Every transaction gets proper currency conversion from the start, with no manual setup.

Imported accounts in settings

Imported bank accounts now appear under Settings > Bank Connections with an "Imported" label. When you're ready to connect to your real bank, hit the "Connect" button to link them up.

We've upgraded search across the board. Find transactions, invoices, and entries by meaning as well as exact keywords. Results are more relevant, and the experience is cleaner.

Refreshed task management

The tasks page got a visual overhaul with a redesigned header, date range filtering, and full mobile support.

  • SearchSmarter search that matches on meaning as well as the exact words you type
  • TasksRedesigned task page with better overview and date range filtering
  • MobileFull mobile support for task management
  • MatchingMore accurate transaction-to-invoice matching
  • MatchingClearer match suggestions with improved scoring
  • SearchCleaner global search experience with smarter filtering
  • SEOBetter page descriptions for search engines
  • BankingYour team's currency is now automatically configured when you first import transactions
  • BankingImported accounts now show up in Connected Accounts, and you can connect them to a real bank anytime
  • InvoicingInvoice grouping now requires an exact amount match to avoid false groupings
  • TransactionsMatched transactions are now highlighted for easier identification
  • AuthLogin now correctly returns you to where you left off