New in NetTrack

Published by mguay
Updates
New in NetTrack

🚀 NetTrack Update: Smarter Reconciliation, Flexible Modes, and Faster Workflow

We’ve rolled out powerful new features in NetTrack to make managing your transactions even easier:

✅ 1. Create Rules for Future Transactions While Reconciling

When you reconcile a transaction, you can now create a rule for future transactions directly during reconciliation with a simple toggle.

This means:

  • No need to repeat manual categorization.
  • Transactions with the same merchant or pattern will auto-categorize next time, saving you time.
  • Keeps your reconciliation queue clean and your net worth tracking accurate.

✅ 2. New Reconciliation Modes

We now support three reconciliation modes:

  • Automatic (default): Uses our AI to automatically categorize transactions and only prompts you for transactions with low confidence.
  • Manual: Want complete control? Review and reconcile all transactions without a matching rule.
  • Disabled: Prefer not to reconcile? You can now turn reconciliation off entirely.

This flexibility means you can tailor NetTrack to your workflow:

  • Let automation handle it for you.
  • Or take full control if you want to review every transaction.
  • Or disable if you prefer a fully automated net worth tracking experience.

✅ 3. Mark All as Reconciled

Need to clear your reconciliation queue and start fresh?

With a single tap, you can now mark all transactions as reconciled, allowing you to reset your workflow, switch reconciliation modes, or declutter your backlog.

Why it matters:

These updates empower you to:
✅ Automate your finances with precision.
✅ Maintain control when you want it.
✅ Save hours while keeping your net worth data clean.

Coming Soon:

We’re continuing to improve NetTrack every day based off of your feedback! Please keep sending us what you’d like to see in future updates (you can reply directly to this email!).

✨ Ready to try these new features?
Make sure to get the latest version of NetTrack from the app store. Head to the Reconcile tab in your NetTrack app to experience a smoother, smarter way to manage your transactions.