Changelog

Every update to Margin, from the very first release to today.

v1.3.5
4 Sep 2026
Latest

Setup guide & integration overview

  • NewSetup checklist pops up automatically after first login and after completing onboarding
  • NewDashboard nudge bar — "Finish setting up Margin" shortcut to the setup guide
  • NewIntegration overview grid in Settings shows live connection status, descriptions, benefits, and guide links for all 6 integrations
  • NewInfo callout panels on HMRC, Open Banking, Stripe, and RTI settings sections explaining what each connection does
  • ImprovedDashboard warning when auto-filing is skipped or fails
v1.3.4
29 Aug 2026

AI gating, UX improvements, and onboarding

  • NewAll AI features (AI Bookkeeper, Cash Flow Advisor, Anomaly Detection) gated behind Standard plan
  • ImprovedUpgrade modal redesigned with clear trial messaging and time-saving benefit copy
  • ImprovedOnboarding flow adds MTD snapshot so new users understand their obligations immediately
  • ImprovedNav renamed for clarity across Settings and dashboard panels
  • NewFunnel event tracking — trial start, email verified, first launch, subscription started
v1.3.3
29 Aug 2026

3-tier pricing, bug fixes, and invoice logo

  • New3-tier pricing: Free, Standard (£14.99/mo), and Accountant (£35.99/mo) plans
  • NewAbout panel — version info, system details, and credits
  • NewCompany logo on invoices — upload once, appears on all future invoices
  • Fix8 UI bugs resolved including panel display issues, scroll resets, and modal edge cases
v1.3.1–1.3.2
Aug 2026

VAT MTD direct submission

  • NewVAT MTD direct submission — 9-box VAT return review, submission receipt, and error recovery
  • NewVAT submission gated by plan (Standard and above)
  • ImprovedLive Stripe subscription pull on app launch — plan status always current
v1.3.0
Aug 2026

Open Banking, Statutory Accounts & Companies House filing

  • NewOpen Banking as a first-class integration — live bank feed, auto-categorisation, dashboard card
  • NewStatutory accounts generation and Companies House filing
  • NewTax estimate dashboard card — always-visible income tax and NI estimate
  • NewAccountant partner programme — practice dashboard, client invite system
  • ImprovedHMRC fraud prevention headers added to all MTD API calls
  • SecurityPre-filing compliance check gate before any HMRC submission
v1.2.6
Jul 2026

MTD ITSA full submission chain

  • NewFull MTD ITSA submission chain — quarterly updates, crystallisation, and final declaration
  • NewObligations-first MTD Status card on dashboard showing upcoming deadlines
  • NewUnified HMRC submission evidence panel with full audit trail
  • NewStripe, PayPal, and Shopify transaction sync
  • NewLandlord platform integration and rental income CSV import
  • ImprovedPositioning reframed around MTD certainty
v1.2.5
Jun 2026

Full UI redesign

  • ImprovedComplete UI overhaul — horizontal top-tab navigation, new brand colours, Inter font throughout
  • NewBalance Sheet report
  • NewUser Manual — 34 in-app guides with searchable index and HMRC process trees
  • SecurityXSS fix for asset and bank names rendered via innerHTML
v1.2.0–1.2.4
May–Jun 2026

Security hardening & stability

  • SecurityURL validation on openExternal to prevent SSRF
  • SecurityFile type filter on uploads and backup restore magic byte check
  • SecurityFixed stored XSS, NaN injection, and missing type validation
  • FixCustom title bar drag region for Windows native window controls
  • ImprovedDark mode polish across all panels
  • ImprovedPreferred name field added to profile settings
v1.1.0
Apr 2026

2FA, mobile pairing & major feature expansion

  • NewTwo-factor authentication (TOTP)
  • NewMobile pairing — scan QR code to link the Margin mobile companion
  • NewPetty cash management
  • NewReceipt scanning via mobile camera
  • NewPending receipts inbox
  • NewNative app menu and sidebar Quick Access shortcuts
  • NewCentral auth API — single account across devices
  • ImprovedForgot password flow
  • ImprovedNews items with deadline-based expiry
v1.0.0
Mar 2026

Initial release

Margin launches as a desktop accounting application for UK sole traders and landlords.

  • NewInvoicing — create, send, and track invoices
  • NewExpense tracking and bank reconciliation
  • NewBudget vs Actuals reporting
  • NewStock & inventory management
  • NewExpense claims and mileage tracker
  • NewPurchase orders
  • NewAI Bookkeeper — auto-categorise bank transactions
  • NewAI Cash Flow Advisor
  • NewAnomaly Detection — rule-based alerts and AI deep scan
  • NewSmart Invoice Drafting — AI pre-fills items for returning customers
  • NewSA103 year-end summary
  • NewFloating calculator with memory and history
  • NewOnboarding wizard
  • NewElectron desktop wrapper for Windows and macOS