Beta v0.1.1

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.