This is one of the interfaces that has moved away from an edge-to-edge layout in favour of a card layout. This improves readability because elements aren’t unnecessarily stretched to full width on wide displays. Furthermore, it allows us to make better use of the main content area by displaying additional, contextual information - as described below.
Institutions are now displayed in the sidebar, rather than in tabs. This allows us to render them more clearly, and with larger type.
Live Feed Notifications have been moved from the sidebar into the main content area, making them more noticeable and easier to edit. Feed Statuses - e.g. ‘Queued’, ‘Refreshing’ and ‘Connected’ are clearly denoted by colour.
Account graphs have been brightened and simplified, although more detail can still be seen when you hover over them. Account menus now slide up when clicked and stay until dismissed, making them easier to use.
Saved searches and accounts have been moved from tabs to the sidebar where they’re easier to work with.
The transactions table now clusters transactions together when sorted by date, or when searching for duplicates or transfers. Transaction notes and tags are much clearer to see.
Editing is much quicker with our new in-line editing feature (tip: the field you click on will be pre-selected when the form opens).
You can now choose your preferred view density (like in Gmail) from ‘Comfortable’ to ‘Compact’.
The toolbar has been simplified, with editing options only visible when transactions are selected. Pagination controls have also been simplified, with a focus primarily on ‘Back’ and ‘Forward’ buttons to navigate. Specific date ranges can still be determined by performing a search.
The Calendar has been making a gradual transition to its new design even prior to the interface update. Lines were reduced and daily balances simplified to improve readability.
Accounts have been moved from tabs to the sidebar. You can choose to select just one, or multiple accounts to be displayed. The scenarios for active accounts are displayed below the account list.
The graph has better use of colours to denote history (green) and forecast (blue). Furthermore, the forecast lines now has daily plot points for 30 days into the future (before defaulting to weekly) for greater accuracy.
The cells have cleaner separation, the budget pop-ups are tidier and employ better use of a brighter colour palette.
The Cashflow Statement now uses a date picker in favour of a slider, which is quicker to use particularly when selecting a default range (e.g. “Last month”, “Last year” or “Last quarter”).
The tables are cleaner and less noisy, using a card style for each area and space (rather than lines) to separate the columns. The sparer use of colour allows deficits to be more clearly visible in red, making them quicker to spot.
Budgets are now clustered by type for better visibility (income, expense, and unstarted) and will later on be sortable by a range of other options (e.g. expiring soon, over, under, amount).
The segment displaying each budget has been redesigned for clarity, and now comprises two progress bars. The larger one displays the amount of money left in the budget, and the smaller one displays the amount of time left.
Both reduce in a manner similar to a fuel tank indicator. This is a quick way to see how much money you have left relative to the time available.
The large indicator for an income budget works in reverse, and ‘fills up’ as the time reduces.
The budget bars change colour from green, to orange, to red as they approach 0%.
Unstarted budgets are also clearer, with estimated weekly and monthly totals now displayed as options.