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26 March 2026

· 2 min read

New features​

📅 You can now configure card spending limits with calendar-based periods, in addition to rolling periods. Calendar-based limits reset on a fixed schedule instead of a rolling window. This makes it easier for finance teams to align card budgets with their accounting periods. Configure calendar limits using the new mode field in SpendingLimitInput with options for daily, weekly, or monthly recurrence.

🖼️ A new no-code onboarding interface is now in beta and available from your Dashboard. It delivers a cleaner and more consistent onboarding experience, improves data collection for better risk assessment and regulatory compliance, and removes the need to build and maintain the interface yourself. For a visual overview of the new onboarding flow, browse the Figma prototype.

Improvements​

🧭 The data in your Dashboard Insights tab is updated for Overview, Credit Transfers, All Transactions, and Cards.

  • Overview: Account metrics now use account holder logic for a more accurate count of distinct businesses you serve. Card contracts now count from the enablement date rather than the creation date.
  • All Transactions: Average transactions per account holder now replace the previous per-account figures.

Starting April 2, churned account holder data in the Overview tab will also reflect the new account closure reasons.

API updates​

Reminders​

👀 Starting April 2, Swan provides more granular closure reason codes to help you understand why an account was closed. The new reasons are visible via the API and on your Dashboard.

  • Three CloseAccountReasonType values will be replaced with more granular codes: PartnerReason, Inactivity, and CapitalDepositReason. These were previously used for account opening refusals, capital deposit cancellations, and account closures.
  • Accounts closed before April 2 keep their original reason codes. Refer to the deprecated reason codes for the full mapping.

👀 Starting April 2, CapitalDepositCaseCanceledStatusInfo gains a cancellation reason code when the case status is Canceled. You can also subscribe to the CapitalDepositCaseEvent.Canceled webhook to receive notifications when a capital deposit case is canceled.

Capital deposit cases canceled before April 2 have a null cancellation reason at the capital deposit level. For those cases, refer to the account-level deprecated closure reason CapitalDepositReason.

Coming up​

Check out Swan's public roadmap to see what's in the works. 🚀