Release Notes
Beta v0.3.x
Planning tools, richer navigation, refreshed budget, account, and payee workspaces, and refined design
In this release #
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 + Enterto 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.