Drop a credit card, Uber driver, or any vendor monthly statement CSV onto the Document AI page. The system auto-detects columns (date, amount, description), classifies every row into the right category, item name, and payment method, and converts foreign currencies to HKD using real market rates. Vendor statements are grouped by month × fee type before classification to save credits. ~0.5 credit per row, with batch review and one-click confirm. All resulting transactions share a single CSV attachment for a clean audit trail.
Business plan users can now connect Google Drive. Attachments from transactions, daily revenue, and invoice payments are automatically uploaded to your own Drive — organised by category, year, and month. Three storage modes: Supabase only (default), Both, or Drive-only (Supabase copy deleted immediately after a successful upload for maximum privacy). Connect from Settings → Attachment Storage.
Business 方案用戶現可連接 Google Drive。交易、每日營收及發票付款的附件，將自動上傳至您自己的 Drive，並按類別、年份及月份整理。三種儲存模式：僅 Supabase（預設）、兩者同時保留、或僅 Drive（上傳成功後立即刪除 Supabase 副本，最大程度保護隱私）。於「設定 → 附件儲存」連接。
Security · 安全
Privacy & Security Improvements
私隱及安全性改進
Error monitoring is now configured to strip IP addresses, cookies, request bodies, and financial field values from all error traces — nothing beyond an anonymous user ID is ever sent to Sentry. Privacy Policy updated to document subprocessors (Sentry, Resend, Google), all three attachment storage modes and their data flows, and your rights under PDPO DPP6.
錯誤監控系統現已設定移除所有錯誤追蹤中的 IP 位址、Cookie、請求內容及財務欄位數值——除匿名用戶 ID 外，不會向 Sentry 傳送任何個人資料。私隱政策已更新，列明次處理者（Sentry、Resend、Google）、三種附件儲存模式及其數據流程，以及個人資料（私隱）條例的用戶權利。
Improvement · 改進
Transaction Category & Payment Filters
交易類別及付款方式篩選
The transactions page now has two new filter dropdowns: filter by category (e.g. Software & Subscriptions, Staff Expenses) and by payment method (personal, company bank, cash, credit card). A running subtotal updates as you filter — handy for questions like "how much did I spend on software this month?"
You can now attach CSV files to transactions as supporting documents — useful for bank export files, payroll summaries, or any tabular data you want to keep alongside a transaction record.