Budget Board

This release fixes a security vulnerability related to linking OIDC accounts with local accounts.

Fixed a bug preventing the 'Hide From Budgets' category from remaining visible when built-in categories are disabled and updated community translations.

Introduces a customizable dashboard with a new metrics widget, alongside custom account and asset types, improved transaction filtering, and a license update to AGPL-3.0.

Added the account name to the transaction edit panel for better identification.

Improved error handling for SimpleFIN/LunchFlow sync to prevent individual account failures from blocking other account synchronizations.

This release introduces bulk editing for transactions, a spending by category graph, login persistence updates, and a date refactor requiring timezone configuration.

This release introduces transaction exports, permanent account deletion, improved goal adding, and updates to net worth category handling and external provider accounts.

Introduces customizable date separators, expands 'Last N Months' buttons to all trend graphs, and includes dependency and translation updates.

This release introduces localized date and amount formatting, French language support, the ability to resend account confirmation emails, and reduces the SimpleFIN sync lookback period to 90 days.

This patch updates dependencies for security, enhances the email verification system with a resend button and lockout notifications, and updates the Email Sender API.

SMTP connections no longer require a password.

Improved the auto-categorizer by filtering out uncategorized or deleted transactions, added string sanitation, and updated the axios dependency.

Introduces ML-based auto-categorization, a new external providers interface with LunchFlow support, and added translations for German and Simplified Chinese.

Fixed a bug preventing budget creation for child categories under the same parent and updated dependencies to resolve security vulnerabilities.

Removed unused configuration options from the compose.env file to minimize deployment issues.

Fixed a bug that prevented custom transaction categories from being assigned during CSV imports.

Fixed a fatal error when importing CSVs with numeric account names and updated translations.

This release fixes account balance calculation bugs, adds translations, and introduces a CodeQL analysis workflow.

Fixed a bug in the automatic rules component where localization changes interfered with logic by ensuring checks use underlying values instead of localization keys.

This update introduces localization support, a customizable Net Worth card, and comprehensive UI improvements for both light and dark modes.

Version 3.0 introduces OpenID Connect support, account transaction quick views, and the ability to hide built-in categories.

The dashboard's net worth card now includes a new Assets line and incorporates assets into the total calculation.

Introduces tangible asset tracking, manual rule execution, and configurable automatic sync intervals, along with various bug fixes and budget page updates.

Increased the SimpleFIN sync lookback period from 90 days to one year and added a manual override setting for the sync period.

Improved CSV import reliability by utilizing the parsing library for file validation and added new examples.

Version 2.6.0 introduces an overhauled transaction CSV import tool, a dedicated Accounts management page with balance tracking, and updated budget color indicators.

Updated currency handling to remove hard-coded US English locale dependency.

Expanded configurable currencies to include all NumberFormat supported values and updated project documentation.

Introduces a configurable Postgres port via environment variables and adds a database readiness check for the client container.

Fixed a display bug for budget and goal panes in Chrome and added the ability to delete transactions via automatic rules.

Introduces automatic transaction rules, a goal details tracking interface, and various UI styling improvements.

Fixed a bug where updating child budget values incorrectly added the parent's value to itself.

Updated axios from 1.10.0 to 1.11.0 to resolve a vulnerability.

Introduces a budget details dialog, improves transaction category creation, and fixes an issue with category imports.

Updated the 2FA required return code to resolve an issue with Apache2 reverse proxy.

Fixed a server-side validation error that occurred when numbers were passed into string fields during transaction imports.

Improved error handling and logging to facilitate easier debugging.

Introduced new configuration options for transaction CSV imports, including custom date formats and support for separate income and expense columns.

This release includes bug fixes for previous month copying and institution visibility, along with a migration of dotnet to nowprovider.

Introduced two-factor authentication, customizable display currencies, and improved account interest rate settings.

Introduces goal completion, an updated budgets page with category roll-ups, CSV transaction imports, and the ability to disable new user registration.

Removed the hard requirement that manual transactions can only be added to manually created accounts.

This release introduces a new CSV import dialog for the transactions page and updates Vite to version 6.2.7.

Fixed a bug where the account source property was not populated during account creation, preventing accounts from appearing in the transaction dropdown.

Fixed a bug that prevented the Copy Previous Month button from working on the budgets page.

Fixed a bug that prevented the Copy Previous Month button from functioning on the budgets page.

Fixed a bug where the account source property was not populated during account creation, preventing accounts from appearing in transaction dropdowns.

Introduces an environment variable to disable user registration and includes bug fixes for account name requirements and mobile login screen width.

Introduces goal completion mechanisms, improves budget page category grouping, and includes various UI and dependency updates.

Removed the requirement for account names to be unique to resolve a simpleFIN sync issue.

Updated react-router to resolve a vulnerability and fixed an issue with simpleFIN account syncing.

Fixed inconsistencies with budget colors when the remaining balance reaches zero.

Fixed various UI and styling bugs specifically affecting Chromium-based browsers.

Fixed a bug where custom categories were not displaying correctly under their parent in the category select input.

Fixed a bug to allow the creation of custom transaction categories with either a default parent category or no parent category.

Updated the image URL in the compose file and fixed CI issues.

The default theme has been changed to dark mode, while maintaining the option to switch to light mode.

Introduces manual account and transaction tracking alongside a new feature to split transactions for better categorization.

Added a placeholder for unbudgets and fixed the calculation for the number of days in a month.

Added the Copy Previous Month button and updated various project dependencies.

This release features a complete UI overhaul migrating from shadcn to Mantine, alongside a new sync button, input validation for goals, and various bug fixes.

Improved input validation for goals and added a repository link to the footer.

Improved error reporting for custom transaction categories and added functionality to delete and restore institutions with accounts.

This release updates the CI build Docker image configuration.

This release fixes UI bugs related to uncategorized transaction cards and updates the compose.yml file.

The UI was migrated from shadcn to Mantine for improved coherence and a new sync button was added.

This release includes backend refactoring, the addition of integration tests, updates to trends graph skeletons, and general dependency patches.

Budget Board has reached its official stable release version 1.0.0 with updates to the README.

Updates vite to version 6.0.9 to address a security vulnerability and updates the README.md.

Updated the header logo width.

Added the expected remaining amount to budget totals.

Updated the readme about section and fixed the mobile logo.

Updated UI styling and added a logo to the welcome screen.

Deleted transactions are now filtered out from goal totals and the dashboard's uncategorized list, and frontend dependencies were updated.

Introduced a new goal complete date prediction feature for loans that utilizes interest rate calculations with a toggle for manual disablement.

Fixed the alignment of deleted transactions.

Added the ability to delete transactions and hide them from views, with an option to restore them in configuration.

Bank auto sync frequency has been updated to run every 8 hours.

Fixed miscellaneous bugs, updated the dashboard UI, and tweaked the light mode color palette.

This release includes a minor update based on a small missing addition.

Added additional debugging information.

Restored a previously removed file required for project functionality.

Added a debug print for release.

Fixed a path issue.

This release includes a path fix.

Added a .env file and attempted to fix the version publishing process.

A new placeholder was added.

Simplified the echo functionality.

This release fixes a placeholder issue.

Added a version number to the dashboard.

Added a placeholder for when no items are present.

Added custom user categories.

Introduces automatic bank data synchronization twice daily and includes fixes for the cron schedule.

Added a new trends page with graphs to track data over time and updated the readme with screenshots.

Fixed alignment on budget cards and corrected the budget header margin.

Fixed an issue with the add budget popover.

This release adds Simplefin token confirmation, enables adding unbudgeted items as budgets, and fixes category comparison, requiring a database migration for column type updates.

Updated the account balance schema by moving balance information to a dedicated table and removing redundant columns from the Account table.

This release includes general bug fixes and improves the budget header alignment on mobile devices.