Excel-like tabs

Excel-like tabs row

We've converted the layout panel into tabs to work like a spreadsheet.

• Add a new tab from the + button and pick a template or object

• Reorder by dragging, and rename, recolor, or open tabs from the right-click menu

• Multi-select tabs with Cmd/Ctrl-click

• Summary element (Sum / Average / Count) is now place in the tab bar

• Tabs that don't fit collapse into a hamburger list, just like in a spreadsheet

A simpler column modal

We've streamlined the column modal so the most-used settings are front and center.

• Display option (Series / Total / Both) now available on default ACT and BUD columns

• Cadence moved into its own section with a D/W/M/Q/H/Y selector, plus a new None option that aggregates everything into a single column

• Date offset is now a toggle, hidden by default to reduce clutter

• Budget short name shown as a badge in the table

• Improved default date ranges for new templates

Action menu & other improvements

• Action button: brings together all key commands and functionalities in Tables, List view and Ledgers

• Quick filter: click the funnel icon on a dimension item row to filter the whole report by that item

• Create a dimension split directly in the financial table, and sort a column from its header right-click menu

• General ledger now shows the account number as its own column, defaults to date sorting, and can be filtered by P&L or balance sheet

• You can now manually override an inferred payment date of any transaction, in bulk if needed

Bug fixes

• Formula rows (e.g. EBITDA) no longer show zeros before a manual date change, and the Budget Items export shows readable values instead of "[object Object]"

• Investing cash flow no longer returns a value when there are no related transactions, and historical balances are now generated automatically for new Enable Banking integrations

• Scrolling restored in the Filter/Label panel when List view is off

• System-generated payroll tax transactions in budgets now carry the correct payment date, improving cash flow accuracy

• Multiple other fixes and visual corrections