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✨ What's New in BetterTracker β€” June 30 Release

Big news! You can now sign in to BetterTracker with your Microsoft account β€” plus we've made imports smarter, given you more control over your bank syncing, and squashed some bugs to keep things running fast and smooth. Here's everything that's new. πŸš€

Written by Garrett Browne

⚑ Quick Highlights

  • πŸ” Sign up & log in with Microsoft β€” one click, less typing, more secure

  • πŸ“₯ More accurate imports for Kaseya & Pax8 contracts

  • 🏦 Choose which accounts sync when connecting your bank

  • ⏳ Keep working during contract imports β€” no more waiting on OCR processing

  • πŸ“ A cleaner Contract Notes field that grows as you type

  • πŸ› Bug fixes & speed boosts across the platform


πŸ” New: Sign In with Your Microsoft Account

Logging in just got a whole lot easier. You can now create your BetterTracker account and log in using your Microsoft account β€” no extra passwords to remember.

What's better for you:

  • πŸͺ„ One-click login β€” skip typing your email and password every time

  • ⏱️ Faster sign-up β€” way less information to fill in when creating your account

  • πŸ›‘οΈ More secure β€” sign-in is backed by Microsoft

Login with Microsoft

Create account with Microsoft

πŸ’‘ Good to know: Prefer your usual email and password? No problem β€” that option still works too.


⏳ Import Contracts Without the Wait

When you import a contract, BetterTracker reads the details for you automatically. Now, you no longer have to sit and wait β€” the Continue and Review button stays available, and processing continues quietly in the background while you keep using the platform.

What's better for you: Import a contract and get right back to work.


πŸ“₯ More Accurate Imports for Kaseya & Pax8

Importing contracts from Kaseya or Pax8? For the most accurate results, we recommend using CSV import β€” and the import screen now makes that crystal clear.

What's better for you: Cleaner, more reliable contract data with less manual cleanup.


πŸ“ A Cleaner Contract Notes Field

The Contract Notes field used to take up more room than it needed to. We've given it a more sensible size, and it now expands automatically as you type.

What's better for you: A tidier, easier-to-use contract creation screen.


🏦 You Choose Which Accounts Sync

When you connect your bank through Plaid, you can now see all of your accounts and pick exactly which ones to sync with My Expenses. Previously, all of your connected accounts synced automatically.

What's better for you:

  • βœ… Sync only the accounts that matter to you

  • 🧹 Keep your My Expenses view clean and focused

  • πŸ”’ Stay in full control of what's connected


πŸ› Bug Fixes & Improvements

We've cleaned up a few things to make your experience smoother:

  • βœ… Channel deals can now be submitted without errors

  • βœ… Bank account limits are now clearly explained β€” if you've reached your limit, the platform will tell you

  • βœ… Inactive accounts no longer receive emails

  • βœ… The "schedule a demo" option now appears correctly after creating an account

  • πŸ”½ Searchable dropdowns now behave more consistently across the platform, making it easier to find and select what you need

  • ⚑ Performance & speed improvements across the platform

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