Release Notes
Beta v0.1.0
Initial beta release with foundational set of features
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