One concise release note, every week.

We batch the meaningful work into a short weekly update—so you can see what changed without reading a changelog novel.

30 October 2026

Clearer financial evidence and more consistent everyday workflows.

Release 05 · Preview

The Ratio° release rhythm

Financial figures are easier to trace, with currency, date and workspace context kept consistent across key workflows. Available in Preview for review; not yet released to Production.

Clearer Planning, Budget and Forecast

Clearer currency labels, evidence dates and incomplete-data notices help explain the figures behind your plans.

Transaction filters that stay with you

Budget links preserve currency, category, date and spending filters. Ledger retains those filters when you apply changes or move between pages.

AI answers grounded in statement evidence

Improved grounding in source records and statement coverage. Balance summaries distinguish currencies, missing accounts and dated snapshots from live bank balances.

Clearer search and recovery

Clearer handling of invalid date ranges, empty search results and unavailable workspaces helps you recover and keep working.

More reliable imports and settings

Import destination selection and preference-saving behaviour are more reliable.

Improved accessibility

Improved mobile layouts, navigation, focus states and display controls make everyday tasks easier to use.

More accurate billing notices

Reduced misleading notifications from delayed billing events.

3 October 2026

Clearer currency reporting and a more focused financial workspace.

Release 04

The Ratio° release rhythm

Follow AUD and USD separately, find missing coverage sooner, and review your financial activity with cleaner layouts.

AUD and USD, clearly separated

Dashboard balances, cashflow trends, and spending rankings now stay separate by currency. Open a trend in the Ledger with its currency filter already selected, without converting or combining amounts.

Coverage with a clear next step

See checklist progress, transaction history, missing areas, and your next step in one consistent row. The twelve-month coverage table is closer to the top, and record confirmations appear after a successful save.

More room for the details that matter

Long Ledger titles use an ellipsis, with full text available on hover and in row details. Insights cashflow charts span the full row, and page headers no longer repeat their category above the title.

Read-only MCP connections in Preview preparation

A new connection guide and Connected apps controls prepare approved AI tools to read selected financial spaces, with access that you can revoke. External-client verification remains in progress before activation.

Week of 31 August 2026

Monthly reviews now make collaboration and sign-off easier to follow.

Release 03

The Ratio° release rhythm

Bring the right people into a monthly handoff, keep the financial snapshot clear, and see exactly where the review stands.

Reviews for the whole team

Choose every teammate whose sign-off is needed, with each reviewer’s progress visible in one shared handoff.

Clearer readiness before handover

A frozen review now calls out import errors, duplicates, uncategorised activity, reconciliation, and missing statements.

Context that stays with the review

Follow comments and review activity in one place, then create a revised handoff when changes are requested.

Week of 10 August 2026

A broader, safer way to bring your financial records into Ratio°.

Release 02

The Ratio° release rhythm

Bring more of your financial life together, with clearer evidence and stronger checks at every step.

More of your financial life, in one place

Import supported bank, super, equity, tax, and mortgage statements into Ratio°.

Clearer wealth and tax evidence

See equity awards, portfolio positions, and annual tax evidence alongside the accounts they support.

Safer imports from preview to finish

Improved account matching, duplicate protection, and provider routing make every import easier to review.

Week of 3 August 2026

A focused batch of product improvements.

Release 01

The Ratio° release rhythm

Built for progress you can feel, with the detail kept to what matters.

Clearer team controls

More confident workspace membership and invitation management.

A steadier ledger

More reliable category controls and safer finance workflows.

Smoother daily use

Small fixes for a calmer, more dependable product experience.

Follow along with early access Browse resources

One concise release note, every week.

We batch the meaningful work into a short weekly update—so you can see what changed without reading a changelog novel.

30 October 2026

Clearer financial evidence and more consistent everyday workflows.

Release 05 · Preview

The Ratio° release rhythm

Financial figures are easier to trace, with currency, date and workspace context kept consistent across key workflows. Available in Preview for review; not yet released to Production.

Clearer Planning, Budget and Forecast

Clearer currency labels, evidence dates and incomplete-data notices help explain the figures behind your plans.

Transaction filters that stay with you

Budget links preserve currency, category, date and spending filters. Ledger retains those filters when you apply changes or move between pages.

AI answers grounded in statement evidence

Improved grounding in source records and statement coverage. Balance summaries distinguish currencies, missing accounts and dated snapshots from live bank balances.

Clearer search and recovery

Clearer handling of invalid date ranges, empty search results and unavailable workspaces helps you recover and keep working.

More reliable imports and settings

Import destination selection and preference-saving behaviour are more reliable.

Improved accessibility

Improved mobile layouts, navigation, focus states and display controls make everyday tasks easier to use.

More accurate billing notices

Reduced misleading notifications from delayed billing events.

3 October 2026

Clearer currency reporting and a more focused financial workspace.

Release 04

The Ratio° release rhythm

Follow AUD and USD separately, find missing coverage sooner, and review your financial activity with cleaner layouts.

AUD and USD, clearly separated

Coverage with a clear next step

More room for the details that matter

Long Ledger titles use an ellipsis, with full text available on hover and in row details. Insights cashflow charts span the full row, and page headers no longer repeat their category above the title.

Read-only MCP connections in Preview preparation

Week of 31 August 2026

Monthly reviews now make collaboration and sign-off easier to follow.

Release 03

The Ratio° release rhythm

Bring the right people into a monthly handoff, keep the financial snapshot clear, and see exactly where the review stands.

Reviews for the whole team

Choose every teammate whose sign-off is needed, with each reviewer’s progress visible in one shared handoff.

Clearer readiness before handover

A frozen review now calls out import errors, duplicates, uncategorised activity, reconciliation, and missing statements.

Context that stays with the review

Follow comments and review activity in one place, then create a revised handoff when changes are requested.

Week of 10 August 2026

A broader, safer way to bring your financial records into Ratio°.

Release 02

The Ratio° release rhythm

Bring more of your financial life together, with clearer evidence and stronger checks at every step.

More of your financial life, in one place

Import supported bank, super, equity, tax, and mortgage statements into Ratio°.

Clearer wealth and tax evidence

See equity awards, portfolio positions, and annual tax evidence alongside the accounts they support.

Safer imports from preview to finish

Improved account matching, duplicate protection, and provider routing make every import easier to review.

Week of 3 August 2026

A focused batch of product improvements.

Release 01

The Ratio° release rhythm

Built for progress you can feel, with the detail kept to what matters.

Clearer team controls

More confident workspace membership and invitation management.

A steadier ledger

More reliable category controls and safer finance workflows.

Smoother daily use

Small fixes for a calmer, more dependable product experience.

Follow along with early access Browse resources