Release Notes

In this release #

• v0.4.2
• v0.4.1
• v0.4.0

v0.4.2 #

Improved #

• Report refresh - All reports have been reviewed, refreshed for usability, and been touched up. The filter controls and chart controls have all be tightened up.

v0.4.1 #

Improved #

• Transaction Import Workspace and Source Profiles - Streamlining and combining file import mapping, teach it, payee mapping and aliasing, and transaction history imports into a single Transaction Import Workspace system.

v0.4.0 #

New #

• New Month Picker - easily pick and navigate to any month in the year just by clicking on it in the app header
• Easy Month and Month Range Filtering - the months selected in new month picker to inform the data presented on all pages, and selecting multiple months in the month picker will filter data for the date range of those months.
• Right-side panel for add/edit/options - all add/edit/option workflows now go through a side panel that allow you to continue to navigate the app while adding or editing your item. You can also minimize the panel to get a full view of the page you are on.

Improved #

• Edit from detail pages - Edit button on detail pages - account, category, payee, and label.
• Planning Review & Apply flow - tightened up planning review and apply flow for new and current months.
• Mass Transaction Entry modal -> Bulk Transaction Entry workbench - converted the modal based form to a workbench with side panel inspector. Improved UI, navigation, and clarified controls.

Fixed #

• Initial Assignments - initial assignments now impact the month the category was created.
• MTE not creating scheduled transactions properly

In this release #

• v0.3.2
• v0.3.1
• v0.3.0

v0.3.2 #

Improved #

• Onboarding rework - tailored app set up for different experience levels
• Default page option - select a page to be your default page
• Initial Assigments - a new assignment type that keeps initial assignment to category out of history and averages. For large initial assignements

Fixed #

• Schedule Transaction Auto-match bug - scheduled transactions were not auto matching from the bulk transaction entry screen

v0.3.1 #

Improved #

• Dashboard Card Block: Month Funding - display the amount of inflow that was scheduled to fund a month
• Calculator quick action - Use Shift + Enter to quickly copy the calculation result or to use it in the linked field
• Calculator layout and saved calculations - layout tweaks and in-browser persisted recent calculations per .cents file
• Target Notes - add notes to targets for greater clarity on changes or updates
• Target Expense Visualization include Scheduled expenses - If you have added scheduled expenses they will show up in the target visualization as progress toward the target amount differentiated by color.

Fixed #

• Drill-down stale transactions - if a transaction was deleted it still showed in a drill-down modal that was still showing
• Assign up to target math - fix edge case where this would overassign

v0.3.0 #

New #

New features

• Account detail pages - open an account to see its balance summary, account-specific actions, linked accounts, and transaction history together.
• Payee detail pages - review a payee’s activity trend, category and account breakdowns, and filtered transactions in one place.
• Category detail pages - review a category’s activity trend, monthly target vs outflow, spending by payee, and filtered transactionsn in one place.
• Scheduled Transactions and Rules - plan recurring activity, manage the rules behind it, and review scheduled items alongside your transactions.
• Budget contextual sidebar - select categories to see their key details and take relevant budgeting actions without losing your place in the grid.
• Links to detail pages around the app - you will find links to all of the new detail pages around the app for easy access to information when you need it.

Improved #

Additions or Improvements to existing features

• Accounts workspace - search active accounts, tailor the overview grid, and configure the Accounts navigation to suit your workflow.
• Navigation bar - the updated navigation keeps account balances, shortcuts, and reports close at hand
• Dashboard account balances - group accounts by type or budget status, show the columns you need, and keep the primary account first.
• Everyday navigation and controls - refreshed tabs, search fields, buttons, and settings make common views easier to scan and use.
• Theme switching - change between Light, System, and Dark directly from the File menu.
• Target display - the Budget grid now uses the streamlined Target progress indicator.

Fixed #

Notable Bugs fixed

• Transaction updates - transaction lists now refresh reliably after changes are saved.

New #

New features

• Dashboard: New Blocks - including new card (last updated date, account/category/label metrics), detail (budget targets, funding status), and report blocks (net worth, account balance)

Improved #

Additions or Improvements to existing features

• Dashboard: Drag to resize blocks - hover the cursor over the edge of blocks to resize them by clicking and dragging.
• Dashboard: Autoscroll on drag - when dragging a block, the page will now scroll up or down as you move your cursor to the edge of the screen.
• Dashboard: Rename blocks - change the block names on the Dashboard
• Dashboard: Block Settings and Delete - these have been surfaced so they are easier to access

Fixed #

Notable Bugs fixed

• Reports not following Selected Month date setting
• Lane issues
• Detail blocks not exporting only visible columns when set in options

New #

New features

• Modular Dashboard - edit and organize the dashboard with drag and drop blocks to surface the information most important to you. Read more about it at The Help Center: Dashboard

Fixed #

Notable Bugs fixed

• Edit transactions - Some related actions “Edit” command on transactions caused the app to crash
• Category outflow calculation - some categories were not calculating outflow correctly

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 imports and early import setup tools
• 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