Release Notes

New #

New features

• Export Balances - export account, category, and label balances from the dashboard. Export category balances from the file menu
• File menu - replace the save button with a file menu for quick access to file actions
• Enhance Payees page - drill into amount to see transactions for the payee. Delete payees with 0 transactions.
• History import - Import transaction history via CSV format.

Improved #

Additions or Improvements to existing features

• Calculate from amount fields - if you type a supported math operator (+, -, *, /) in an amount field after a number it will automatically open the calculator with the amount and operator ready for you to continue the calculation.
• Onboarding - the onboarding process received a polish to make it clearer and easier to use.
• Budget category group rows - group rows are now clickable to expand and collapse the group of categories
• Edit account starting balances - account starting balances can now be edited - but use with caution
• Performance improvements - support for large numbers of transactions

Fixed #

Notable Bugs fixed

• Refunds locked as negative - When marking a transaction as a refund, the app would lock the sign of the transaction without switching it to positive, make it locked to a negative.

New #

New features

• Dashboard: Category Balances - add more details (starting, assigned, inflow); add export to csv and clipboard
• Smart(er) Income Match - income matches can now automatically happen for transactions that differ from an expected income event. User configured variances in amount and date
• Budget: Toggle current balance in next future month - allow the user to toggle between current balance and expected starting balance
• Link from Drill Down to Transactions - Drill details now have a link to view all transactions in the Transactions table

Improved #

Additions or Improvements to existing features

• Combo Palette: Date searching - search transactions by date or date parts - exact date, month, year, or a combination of these.
• Payees - added filter for “no default category”
• Refunds - made the refund system more robust.
  • Refunds are now explicitly labeled by the user for easier reporting purposes.
  • Multiple refunds can link back to the same transaction.
  • Original transaction is now visibly linked on the refund transaction.
  • View Refunds - Related Actions option and a button on the Edit Transaction modal - to view related refund transactions.
• Transaction Type Filter - Refunds, Debt Payment, and Income are now filterable in Transaction tables
  • Type chips now have different colors per type
• Target Visualization: None option - hide the target visualization

Fixed #

Bugs fixed

• Unintended modal closing - when selecting text in a modal, the modal would close if you finished the selection (mouse up) outside the modal.
• Loan payments - loan payments were reporting under the loan account not the account the payment came from.

New #

New features

• Dashboard - Net worth, month cash flow, accounts overview, category balances, label balances, recent activity
• Accounts - transaction, saving, investment, revolving debt, loan, mortgage, fixed asset
• Transactions - transfers, split transactions, bulk transaction entry, filtering, sorting, searching
• Budget - categories, category groups, money assignment, category moves
• Targets - monthly, weekly, yearly, and custom targets; accumulate and fill to target types; target and bar visualizations
• Income Planning - income sources, paycheck planning and matching, budget planning
• Payees - create, manage, and merge payees
• Labels - create and manage labels for across account grouping of transactions and balances
• Import Transactions - CSV import, import mappings, teach it
• Export Data - save as, backup, all transactions csv, transaction import csv, budget csv, planning csv
• Combo Palette - actions, transaction search, calculator, help/documentation search
• Reports - Cash flow (sankey), Spending, Income, Review, Saved Reports
• Settings - auto decimal amount entry, show calculator button on amoutn fields, auto-open notifications; theme (system, light, dark), combo palette default, auto-load this file on startup, feature settings
• System Notifications
• User Accounts - creation, log in/out, reset password, change account email

Improved #

Additions or Improvements to existing features

Fixed #

Bugs fixed