Changelog

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v1.8.1
2026-07-13
  • ✓ Excluded categories now stay visible in table (strikethrough+dim) instead of disappearing
  • ✓ Override-to-excluded leak fixed — transactions overridden to excluded categories (e.g. Vehicle→Transfer) now properly excluded
  • ✓ Duplicate Everything Else row fixed — budget-only lines no longer add EE, handled solely by dedicated section
  • ✓ Everything Else now shows even with $0 uncategorized spending (if a budget exists)
  • ✓ Header labels reordered: Total → Budget → Remainder
  • ✓ Remainder turns green (positive) or red (negative) instead of always orange
  • ✓ Remainder now calculated as Budget − Total (not sum of per-category remainders)
  • ✓ Clicking Everything Else searches uncategorized transactions (instead of returning no results)
  • ✓ Budget-exclusion check honours transaction overrides (not just custom_category_id)
v1.8.0
2026-07-13
  • ✓ Flexible budget system with rollover — monthly surplus rolls to next month proportionally
  • ✓ Net-gate rollover: surplus only distributes if total spending stays under total budget
  • ✓ Everything Else virtual bucket — aggregates budget-excluded categories into one line item
  • ✓ Budget-exclusion toggle (eye icon) per category — excluded transactions skip budget tracking
  • ✓ Auto-rollover on first dashboard load after month transition
  • ✓ Alembic migration: budget_excluded, is_automatic, rollover_amount columns
  • ✓ Spending report shows rollover amounts as green +$X badges with base budget breakdown
v1.6.0
2026-07-01
  • ✓ Per-month budgets with MonthlyBudget table — budgets tied to individual months instead of global
  • ✓ Spending header now shows Budget: $X | Remainder: $X | Balance: $X per month
  • ✓ Budget propagation fills forward into blank future months only, never overwrites existing entries
  • ✓ Auto-creation copies budgets from previous month when new months get transactions
  • ✓ Backward-fallback fix: months before the earliest budget show no budget (not the earliest entry)
v1.5.6
2026-06-30
  • ✓ Fixed spending report showing empty months — backend now correctly splits income/spending categories
  • ✓ CSV import dedup catches Plaid+CSV overlap by (account, date, amount) ignoring name differences
  • ✓ Find Duplicates (Maintenance) detects Plaid+CSV overlap as a third duplicate class
v1.5.5
2026-06-30
  • ✓ Spending Report now shows income categories separately with green header, spending in purple
  • ✓ Net difference (income - spending) shown in month header
  • ✓ Income/spending section headers have tinted background and sit flush against their tables
v1.5.4
2026-06-30
  • ✓ CSV import dedup now catches Plaid+CSV overlap — second pass by (account, date, amount) prevents duplicate imports
  • ✓ Find Duplicates (Maintenance) detects Plaid+CSV overlap groups as a third duplicate class
v1.5.3
2026-06-30
  • ✓ 30-minute idle session timeout — auto-logout after inactivity
  • ✓ Server tracks _last_active per request; 401 redirects to /login
  • ✓ Combined with existing 4-hour hard ceiling (whichever fires first)
v1.5.2
2026-06-30
  • ✓ Session now expires after 4 hours — login page appears automatically
  • ✓ Added changelog page (click the version number in the footer)
  • ✓ Frontend auto-redirects to login when session expires (no more broken UI)
v1.5.1
2026-06-28
  • ✓ Soft disconnect (pause institution) — keep CSV import while pausing Plaid sync
  • ✓ API v1 endpoints for CSV import (programmatic access)
  • ✓ Bulk category assignment across selected transactions
  • ✓ Reconnection flow for paused institutions
v1.5.0
2026-06-22
  • ✓ CSV import with column auto-detection
  • ✓ Multi-account CSV routing by last 4 digits
  • ✓ Category rules auto-apply after CSV import
  • ✓ Multi-currency support (CAD/USD) on import
  • ✓ Category suggestion on transaction click
  • ✓ Auto-categorization rules with re-evaluation
v1.4.4
2026-06-15
  • ✓ Fixed selection state leak on data refresh
  • ✓ Fixed template-scoping bug in computed properties
  • ✓ Export transactions to CSV and Excel
v1.4.3
2026-06-10
  • ✓ Sync summary notifications after Plaid sync
  • ✓ Mobile sidebar improvements
  • ✓ Performance optimizations for large transaction sets
v1.4.2
2026-06-05
  • ✓ Budget tracking per category
  • ✓ Spending analysis on dashboard
  • ✓ Category color customization
v1.4.1
2026-05-28
  • ✓ CSV import preview fix (header names vs cell data)
  • ✓ Enhanced Plaid error handling
  • ✓ Fixed filter persistence across page reloads
v1.4.0
2026-05-20
  • ✓ Initial CSV import feature
  • ✓ Auto-categorization rules
  • ✓ Transaction search and filtering overhaul
  • ✓ Custom categories with color labels
v1.3.0
2026-05-10
  • ✓ Plaid Link integration for bank connections
  • ✓ Multi-institution support
  • ✓ Account management (enable/disable)
  • ✓ Date range filtering on transactions
v1.2.0
2026-04-28
  • ✓ User registration and approval workflow
  • ✓ Admin panel for user management
  • ✓ Password reset via email
v1.1.0
2026-04-15
  • ✓ Dashboard with balance overview
  • ✓ Transaction list with pagination
  • ✓ Basic transaction categorization
v1.0.0
2026-04-01
  • ✓ Initial release — Plaid transaction sync
  • ✓ User authentication system
  • ✓ Basic account management