· Zenny Team · Changelog · 2 min read
What's new in Zenny — March 2, 2026
Your investment portfolio is front and center, budget totals are more accurate, and AI-powered features like categorization and receipt extraction run more reliably.
March brings a round of improvements focused on one thing: making sure every number in Zenny is one you can trust.
Your investment portfolio, visualized
The new Investments page shows your holdings across all connected accounts. Allocation charts break down your portfolio by account and by holding, so you can see at a glance where your money sits. Gain and loss figures now use the correct cost basis from your institution — no more inflated or misleading totals. Holdings are displayed in clean tables with price, value, and performance for each position.
Clearer transaction status at a glance
Pending charges are now clearly labelled throughout your transaction history. You’ll see exactly which charges haven’t settled yet, so your “spent so far” figure is always honest about what’s confirmed versus what’s still in flight.
Transactions that Zenny automatically excludes from totals — like internal transfers and credit card payments — now show a badge with the reason. No more wondering why a number looks different; you’ll know at a glance what’s included and what isn’t.
Budget totals that add up correctly
Category totals in the budget view are now more precise. When a receipt is linked to a bank transaction, we no longer count it twice — your drill-down shows each item once, and your totals reflect what you actually spent.
If you’re selecting a mix of receipts and bank transactions in search, the selected total now uses the correct sign convention. Receipts and their matching bank transactions no longer cancel each other out.
When a category includes receipts, we now show a clear notice: receipts are for tracking only and aren’t included in budget totals. You’ll always know where each figure comes from.
Simpler categorization that stays relevant
Categorization rules now match by merchant name only. We removed amount-based matching so rules don’t silently stop working when prices change — a rule for “Amazon” applies to every Amazon charge, whether it’s $12 or $120. Your rules stay relevant as your spending evolves.
More reliable AI-powered features
Smart categorization and receipt extraction now run through a more resilient pipeline. When one AI provider has temporary issues, Zenny automatically falls back to another — so your transactions get categorized and your receipts get extracted without interruption.
These improvements are live now. Log in and explore — and as always, your feedback shapes what comes next.