Changelog

Two bug fixes shipped as a fast patch: demo mode works again and the "Check for Updates" button responds correctly.

• Demo mode restored — Bank Connect and AI Training previews in demo were broken after a module refactor; fixed
• "Check for Updates" button — the button was silently unresponsive in some configurations due to a module-scope issue; now reliably triggers the update check

Updates now download and install in a single flow, the notification bell shows an accurate count, and the sidebar logo no longer overlaps the macOS traffic lights.

• One-click update install — "Check for Updates" now shows download progress and a "Restart to Update" button; Cmd+Q is no longer required to complete the install
• Notification badge — the bell icon now shows the real unseen count and clears when you open the notifications panel
• Traffic lights fix — sidebar logo no longer slides under the macOS window controls on launch
• Preload resilience — app recovers gracefully if the preload script is sandboxed or blocked by the OS
• iPhone: fixed a crash on startup related to service initialization

The app is now officially named SiftDo everywhere. iOS gets a safe data migration framework, and several visual glitches are resolved.

• SiftDo rebrand — app display name updated to "SiftDo" on macOS and iPhone home screen
• iOS data migration framework — SwiftData VersionedSchema with migration plans ensures your data survives every app update safely
• Transaction row glitch fixed — background color artifacts on table rows are gone
• Cleaner command palette — "Remove All Data" moved to Settings only; no longer appears in the command palette
• Account menu hidden until account management features are ready

Two visual bugs squashed: toolbar dropdowns respond correctly and the sidebar logo sits in the right position under the macOS traffic lights.

• Toolbar dropdowns — filter, sort, and view dropdowns were unresponsive due to a JavaScript module scope issue; fixed
• Sidebar logo alignment — logo position under the macOS traffic light buttons adjusted to prevent overlap

Settings → About now shows real-time download progress when an update is available, and you can reach us directly from the new support page.

• Live update progress — About now shows "Downloading v1.0.0-beta.X… N%" while an update downloads, then "Ready to install" with a Restart button
• Support page — new contact form at siftdo.com/support for questions, bug reports, and feedback
• iPhone app — optimized for iPhone; iPad layout removed for a cleaner native experience

The sidebar now shows your linked accounts and lets you filter by transaction direction. Mint users can import their full export archive in one step. Two new content hubs launched on siftdo.com.

• Sidebar: Accounts pane — linked accounts are now visible in the sidebar; click to filter transactions by account
• Sidebar: Debit / Credit filter — new direction pill toggles let you show only spending or only income with one click
• Mint ZIP import — drag your Mint export archive directly into SiftDo to import all your history at once; first-time Mint importers see a welcome walkthrough
• Mint Labels → tags — the Labels column from Mint exports is automatically converted to SiftDo tags
• Blog — feature announcements and product updates at siftdo.com/blog
• Dev blog — technical deep-dives on local-first architecture and the sieve engine at siftdo.com/dev

Internal release infrastructure update. No user-facing changes.

Earn rewards for using the app, OFX/QFX files now auto-import from your watched folder, and a new FAQ page at siftdo.com/faq.

• Sift Tokens rewards — Settings → Rewards: earn 500 tokens to unlock a TestFlight QR code; earn 1,000 tokens to activate a 90-day free Bank Connect tier
• OFX/QFX auto-import — drop .ofx or .qfx files into your watched folder for automatic import, same as CSV
• FAQ page — new support resource at siftdo.com/faq with 19 answers across 6 categories and keyword search

Share SiftDo and earn free months, hardened CSV parsing for tricky real-world exports, and a public CSV tester.

• Referral program — share your personal link; earn one free month for every friend who subscribes
• AI Training — "AI Training…" in the command palette lets you review and contribute anonymized transaction descriptions to improve auto-categorization for everyone
• Merchant database — 715 merchant patterns now power smarter auto-categorization out of the box
• CSV parser hardening — handles UTF-8 BOM (Excel/Windows exports), null bytes, currency symbols, and European semicolon-delimited formats
• Online CSV tester at siftdo.com/csv — paste or drop any bank export to verify it parses correctly before importing
• Auto-update now served from siftdo.com — no longer depends on GitHub; faster and more reliable update checks
• Subscriber priority updates — paid users get new versions on release day; free users receive them with a short delay
• Data integrity framework — versioned IndexedDB migrations with schema tracking ensure your data survives every update
• iPhone: transaction type (Debit/Credit) is now editable in the transaction detail view
• Service calls (RevenueCat, update checks) now retry automatically on failure

Signed and notarized. Internal test coverage expanded; toolbar and dropdown reliability improvements.

• Signed and notarized by Apple — zero Gatekeeper warnings on macOS Sequoia
• Fixed toolbar dropdowns failing to open when loaded before app scripts
• Fixed "Clear All Data" notification not appearing after confirmation
• Improved DMG ejection behavior after install

The siftdo.com web demo gets a dedicated Data section in Settings for demo-specific controls.

• Web demo: Settings → Data tab now shows demo-specific import and clear options
• Demo mode clearly separated from the desktop app experience

Navy Federal, Fifth Third, KeyBank, Huntington, and Citibank checking/savings now import natively.

• Navy Federal Credit Union — checking and savings exports
• Fifth Third Bank — checking with signed amount column
• KeyBank — standard debit/credit format
• Huntington Bank — checking and savings
• Citibank savings/checking (DDA) — separate from existing Citi credit card parser

Capital One 360, Regions Bank, and SunTrust/Truist join the parser roster. Version number now shows in the header.

• Capital One 360 checking/savings — ISO date format, signed amount
• Regions Bank — standard date/description/amount layout
• SunTrust/Truist — post-merger export format supported
• Current version number now shown next to the logo, links to this changelog

US Bank, Ally, USAA, Schwab, Discover, TD Bank, PNC, and Barclays US all import natively now.

• US Bank — checking, savings, and credit exports
• Ally Bank — checking and savings with signed amount column
• USAA — Federal Savings Bank format
• Charles Schwab — brokerage and bank account exports
• Discover Card — credit card statement exports
• TD Bank — US retail banking format
• PNC Bank — checking with separate Withdrawals/Deposits columns
• Barclays US — credit card exports
• iPhone: CSV import from a subfolder now uses the folder name as the account name

Create your own classification rules, control when updates install, and a smarter iPhone experience.

• Rules engine — in Bulk Edit, set a filter and click "Save as Rule" to auto-classify all future matching transactions
• Auto-update toggle in Settings — disable background updates if you prefer to update manually
• "Check for Updates" button in Settings → About for on-demand update checks
• iPhone: Sort transactions by date, amount, or description
• iPhone: Share Extension — import CSV files directly from the Files app or Mail
• iPhone: Fixed account filter showing all accounts when one was selected (B-001)
• iPhone: "Status" renamed to "Classification" with Auto/Manual source indicator

Keyboard-first workflow, smoother imports, and auto-updates that install silently in the background.

• Keyboard navigation — press j/k to move between transactions, Enter to open, x to select
• Auto-update: new versions download in the background and install on next launch (no manual DMG downloads)
• Import history log — see every file you've imported with timestamps, row counts, and detected bank format
• CSV preview before import — inspect parsed rows and detected format before committing
• Account rename & merge via right-click — consolidate duplicate accounts in one step
• Sidebar toggle (⌘\ on Mac, Ctrl+\ on Windows) and charts toggle (⌘⇧C on Mac, Ctrl+Shift+C on Windows) for distraction-free viewing
• Smoother UI: staggered row entrance animations, skeleton loading states, button hover feedback

First release signed by Apple — no Gatekeeper warnings. Also introduces the subscription model and free trial.

• App signed and notarized by Apple — opens without "unidentified developer" warnings
• 3-month free auto-categorization trial for all new users (no credit card required)
• Subscription paywall with Monthly, Annual, and Lifetime plan options
• Per-file account assignment during multi-file import — label Chase vs. Citi before merging
• Window size and position remembered across restarts
• Privacy Policy and Terms of Service published
• Feedback button in sidebar for direct bug reports

First working builds shared with friends and family. Core import-and-categorize flow, dark mode, and the iPhone companion app.

• CSV import for Chase, Citi, Bank of America, Capital One, Apple Card, and 10+ other banks
• Sieve AI categorization engine — 22 categories, 95 subcategories, trained on real transaction data
• Custom rules engine — set your own "if description contains X, assign category Y" rules
• Recurring payment detection — automatically flags subscriptions and regular bills
• Spending breakdown charts (donut + bar) with monthly trend view
• Dark mode with automatic system detection and manual override
• iPhone companion app — import and review transactions on iOS
• Native macOS menu bar with keyboard shortcuts (⌘O import, ⌘E export, ⌘F find)
• Auto-import from watched folder (~/Downloads/siftdo/) — drag a CSV, it appears instantly
• iCloud sync foundation for multi-device support (CloudKit)