Managing your finances and financial operations should be seamless and intuitive. Here’s what we improved from a UX perspective:

  1. Navigation: you can collapse the navigation to have more space to discover your insights.

    Navigation.png

  2. Changing tags: the dropdown is now better structured, helping you to change custom tags as quickly as possible.

    Transactions.png

  3. Bulk selection: you can change up to 1000 tags at the same time and speed up your tagging process.

    Bulk-selection.png

  4. Data sources: we made it clearer which insights page is based on which of your data sources.

    Data sources.png

  5. Data processing: you see more details on the status of your uploaded data.

    Data status.png

  6. Fullscreen mode: we optimized re:cap for large screens.

  7. Invite 3rd parties: you can invite externals (financial advisors, banks, investors) and share your financial insights with them.