PopaDex Documentation Updates

This page records material documentation updates that were checked against current product behaviour or source evidence. It is not a product roadmap, an exhaustive software-release log, or a promise that an announced feature will ship.

September 19, 2026

Product-boundary review

Clarified that Standard is for manual records in one consistent currency, while Premium supports ongoing records in their original currencies and a combined reporting view.
Replaced fixed currency counts, exchange-rate accuracy claims, and refresh-frequency promises with a reconciliation workflow that asks users to inspect the balance, currency, rate, and date shown in the product.
Clarified that optional institution connections require Premium and depend on the exact provider, market, institution, and account type.
Rewrote the export guide around the verified portfolio-history CSV. The file is not described as a complete backup, transaction archive, PDF report, JSON backup, or round-trip import.
Scoped encryption wording to the reviewed browser-encryption flows and removed blanket architecture assurances.

Migration evidence

The switching guide now publishes a dated compatibility matrix. It distinguishes manual current-snapshot entry, the narrow monthly category importer, the portfolio-history CSV export, and optional supported-institution connections. It does not claim transaction, category, budget, or balance-history compatibility with another finance product.

September 12, 2026

Plan and security review

Documented the Standard and Premium currency-record boundaries.
Updated security pages to distinguish browser-encrypted financial fields from server-processed integration and recovery flows.
Added direct links from commercial pages to the maintained pricing, security, export, and migration documentation.

How to Read These Notes

Availability can vary by plan, billing channel, provider, market, institution, and account type. Before relying on a workflow:

Check the current product screen and checkout offer.
Confirm an exact institution and account type rather than inferring coverage from a country name.
Test one connection and reconcile the returned balance, currency, and date.
Keep source statements or exports for tax, lending, audit, or regulatory use.

Older entries that could not be supported by dated release evidence were removed from this public page. Their removal does not mean a feature never existed; it means this documentation does not present an unverified historical claim as current fact.

For current behaviour, start with:

Questions about a current workflow? Contact [email protected] without sending passwords, recovery codes, connection credentials, or private balance data.