Smarter budgets, cleaner cash planning, and a more reliable banking view
See exactly where your cash and spending stand, plan budgets with grow/maintain/cut drafts, review bank commitments in one place, and navigate budget details without clutter getting in the way.
What's new in Hub
This update brings a significant round of improvements to budgeting, cash planning, and banking.
Budgets that show you what is actually happening
Previously, a single import issue in unrelated history could block your view of a specific month's spending. Hub now scopes coverage to the relevant source and period, so unrelated data no longer gets in the way. Partial results and missing values are shown explicitly rather than silently dropped or replaced with zero.
Grow, maintain, or cut with automatic draft budgets
Hub can now generate automatic budget drafts using your previous plans or verified Xero cash actuals as a baseline. Choose a rule, maintain, grow by a percentage, cut by a percentage, or set an exact amount, and Hub builds a starting draft you can review and adjust. Drafts require review and approval before they affect your budget.
Cash planning with a dedicated Review tab
The budget view now includes a Review tab focused on your 14-day cash outlook. Model spending scenarios, run downside checks against your reserve, and record evidence-based decisions with an owner and a follow-up date. Cash planning that lacks evidence stays explicitly provisional.
Banking with filters, sorting, and an attention queue
The banking view now supports account filters and sorting. A combined attention queue surfaces items that need action across all your accounts in one place.
Income statement and balance sheet budgets
Hub now supports distinct cash, income statement, and balance sheet budget templates with appropriate classifications and calculations. Balance sheet budgets use closing-period balances rather than summing months.
A fix for the Xero connection status indicator
A false disconnected warning was appearing in the finance view even for active Xero connections. The check now uses the correct persisted status.
Deployment note: These improvements were released through Hub's standard CI-gated deployment pipeline. No financial records are changed by the software update itself.
More improvements are in progress. We will keep you updated as they roll out.