16 de maio de 2025
Significant improvements in the Calendar section
Calendar export, filtering by bank, and activity categorization.

Calendar export, filtering by bank, and activity categorization.
The Calendar section now includes new features, such as:
- Ability to export all activities present in the Calendar;
- Ability to filter activities by one or more banking institutions;
- When creating a new activity, the option to assign a Category is now available;
- Settings Menu available in the Calendar, with an option for Category management (feature available only for users with permission to edit Categories).
Benefits:
- Allows exporting all Calendar activities, facilitating recording, analysis, and external sharing;
- Filters by banking institution, making management more focused and efficient;
- Assignment of Categories when creating a new activity, improving the organization and readability of the Calendar;
- New settings menu that allows managing the categories used, adapting the Calendar to the company's needs;
- Greater control and segmentation, making the Calendar more functional and helping in prioritizing and planning financial tasks.
Available in all geographies.
You can try this feature here.
