Release Notes
Beta v0.4.x
New Month Picker and way to filter by dates and date ranges, right panel replaces modal for add/edit, Transaction Import Workspace
In this release #
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