Reviewing the auto-categoriser

This cycle, we took a closer look at how our auto-categoriser works alongside bank sync to sort your income and expenses into the right categories automatically.

Here’s the gist: stub looks at the reference on your bank transactions and decides which category they belong to. So if you filled up at Sasol, we’ll pop that into "Fuel" for you. But we know you guys are full of surprises; some of you are buying lunch from Checkers, others are picking up printers. That’s where things get tricky.

Previously, stub might’ve seen “Checkers” and assumed it was "Meals & Entertainment", missing that it could’ve been "Office supplies" or "Personal Expenses". It was time to tighten things up.

So we made stub smarter. We’ve introduced what we call the Autocat Reviewer (we haven't been calling it this, but it needed a bold name for its spot on the change log). When stub sees a new transaction, or a batch of similar ones, we’ll ask you to take a quick look, confirm the category, and we’ll remember it for next time.

If we’ve guessed wrong, please correct it. (Seriously. Please).

This makes categorising faster, easier, and more accurate. Exactly what you need.

Improvements

Personal income and expense transactions: We’ve learnt that personal transactions in your business’s financials are a reality. Sometimes we mix and match, and that’s okay. You can now categorize personal transactions, and they will be allocated correctly to your personal drawings account (more on this, coming soon).

Transactions: You can now filter your transactions by bank account in the transaction report, making them a lot easier to sort through.

Apps section: We've improved the way you can manage your connected apps in stub. No biggie, just better.

Insights: We've improved the speed of stub insights, so your insights dashy should feel quicker. Pow pow.

Fixes

Dark Mode: When clicking on links in the stub guide with dark mode enabled, stub changed to light mode (think disco disco). This has now been fixed.

Invoicing:

• Sending invoices to multiple email addresses: You may not have figured out this trick in stub yet, but for those who have, they quickly let us know it no longer works. So we added it back.
• Downloading your invoice as a PDF now reflects all the recent changes that we made to invoices in the last cycle, this includes ordering your products and services the way you’d like (you do you, boo).

Reports: The date filtering in reports has been fixed based on selected timeframes (filter how you’d like).

Making invoicing a whole easier

Invoice updates for the mates. Because we know you spend a lot of time here.

• You can now drag and sort your products and services on your invoices, as you wish. Naturally, this works on quotes, too.
• When you type in an email address that looks a bit off, we’ll spot your typo and flag it, before you hit send. Because chasing payments is hard enough, let’s not add email typos to the mix.

Smarter Auto categorisation

No more Build it expenses going into the "Land and Buildings" category - we've refined the auto-categoriser for better accuracy and performance. But please triple check us, make sure yours are A-okay.

• This will impact all businesses created after June 16, 2025.
• Think about it like refined logic for simple categorisation - we’ll need a bit more of your help on this soon.

Faster, Larger, Smoother Settlements

We’ve made big improvements to how we handle lots of transactions behind the scenes - by lot's we’re talking hundreds and thousands (just like those sprinkles).

• No more long loads for the big guys (we've got your back)
• Say hello to data in widgets on dashboard arrival.

Improvements

Transactions, Invoices, and Quotes: Pagination improvements on all of these features, you'll no longer wait for very long lists to load.

Accounting: Deep links now work within the accounting section - if you find your way there and get lost and scared, you will now find your way out.

Sign up: You can now add your phone number when you first sign up for stub.

Sign up: We check your email address when you sign up, for sneaky typos like hustle@gooogle.com 🤔

Fixes

Transactions: Figured out why transaction names suddenly disappeared (Thank you, Code Carvers)

Categories: Clean up on aisle 5 of categories - please make sure your categories are correct now (Thank you, Tomorrow Labs)

Invoice: When you downloaded an invoice the order of items changed, this has been corrected (Thank you, Saavu)

Safari: Fixed an issue on Safari that was preventing some scripts from loading right.

Search

The global search has been updated so that now it searches across invoices, customers, suppliers, income, expenses, assets, and products. That's basically anything in your business. You're welcome. Oh, and it will handle some basic spelling mistakes. Not that those ever happen.

Trial Balance date range

Select a date range when viewing a Trial Balance report. By default the current month will be selected, but you can select an option from the menu or specify any custom date range that you may need.

Balance those debits and credits to your heart's content. If you must.

Category Summary Report

We've added a new Category Summary Report that you can use to review all the entries in a specific account. It also shows the opening and closing balance of the respective account for the date range selected. This report can be especially useful when you need to export this data to share with someone.

Changelog

We added this changelog. Now, when we add a new feature or make an update to stub, we'll post an update here describing the change.