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Inline budgeting in reports

We’ve brought budgeting straight into the report grid. You can now type a value into any budget or forecast cell, Excel style, and it goes directly into your budget.
  • Enter opens a cell for editing, and Arrow down opens a helper with every budget item field (account, recurrence, memo, counterparty, dimensions) ready to fill by typing
  • Move between fields with the arrow keys or Tab/Shift+Tab, and press Enter twice to save, creating a recurring item in the forecast in one go
  • Drag the bottom-right corner of a cell to copy its value across periods, and clear values with Delete
  • Single-period edits are kept when you change the whole series from the right-hand panel, where you choose whether the change applies to one period or all
  • The list view now opens with Ctrl + Enter (Cmd + Enter on Mac), as Enter is reserved for cell editing. Navigation preferences live behind the gear icon in the helper
We’ve added a single search box that finds any object without navigating module by module.
  • Search transactions, invoices, budget items, dimension items, counterparties, rules and page views from one place
  • Drill into a counterparty to see every object that references it, grouped
  • Accent-insensitive matching: Karava also finds “Kärävä Oy”

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Workspace versions & other improvements

  • Workspaces: duplicate any workspace, or save named versions with Save as version and switch between them from the top bar
  • Add full pages (General ledger, Contracts, Library, Receivables & payables, Inputs) as workspace tabs, and pick a separate budget for each report element
  • All settings now live in one Settings modal, and how-to videos open from every main view
  • Charts: toggle series on and off without deleting them, smooth line and area charts, pick series colors, and let charts refresh automatically when data changes
  • Cash flow: the transaction modal now lists linked transactions, including new Procountor invoice-to-payment links, and accrued budget rows are labelled original entry, counter entry and accrual

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Bug fixes

  • Rolling average now returns correct values for balance sheet rows, day and half-year cadence, yearly reports and the report’s first periods, and is saved on formula elements
  • Reports refresh immediately after transactions, budget items or filters are deleted
  • Balance sheet and formula fixes: opening balances under dimension filters, formulas combining balance sheet and P&L elements, period offsets and cash flow signs
  • Period presets: Month to date, Week to date and Year to date, plus half-year and weekly columns, now resolve to the correct period
  • Multiple other fixes and visual corrections