Budget Board
Simple app for tracking monthly spending and working towards financial goals
Alternative to: mint, ynab, monarch money

v3.7.0
2026-08-15[!NOTE] This release fixes a bug with setting a custom port for the Docker container. You may need to update your
compose.ymlandcompose.envfiles if you wish to change this port.
New Features
A majority of the work for this release was focused on backend cleanup and refactoring. The refactoring work focused on consolidating repetitive code and improving the test coverage to make future development easier. Because of this, the new features list is a bit smaller than usual.
Privacy Mode
A new button has been added to the header that allows you to hide sensitive values (transaction amounts, account balances, calculations, etc.) across the app. This is useful if you are sharing your screen or just want to hide sensitive information from prying eyes.
Transaction Tags
A new system allows you to add custom tags to transactions. These tags can be used to filter transactions beyond the usual categorization system. These tags can be set manually on a transaction or automatically through the rules system.
Transaction Notes
We have also added a notes field to transactions, which allows you to add free-form notes about a transaction. This can be useful for adding context to a transaction or for keeping track of additional information.
Notable Bug Fixes
Fixed Custom Docker Port
Previously, the Docker Compose file specified a PORT environment variable that was expected to change the external port for the Budget Board container.
This was not working as expected, since that variable is also used internally by the nginx service.
A new CUSTOM_PORT environment variable has been added to allow you to specify a custom port for the container without affecting the internal nginx configuration.
Misc Custom Category Fixes
There were several places where custom income categories were not being included in the income groups in budgets and trends. This has been fixed.
What’s Changed
- Change API calls to use centralized query keys by @teelur in https://github.com/teelur/budget-board/pull/900
- Migrate account api by @teelur in https://github.com/teelur/budget-board/pull/901
- Some backend Account logic cleanup by @teelur in https://github.com/teelur/budget-board/pull/902
- Migrate account type api by @teelur in https://github.com/teelur/budget-board/pull/903
- Asset type cleanup by @teelur in https://github.com/teelur/budget-board/pull/904
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/895
- Update README.md by @teelur in https://github.com/teelur/budget-board/pull/898
- fix migration issues by @teelur in https://github.com/teelur/budget-board/pull/906
- need to parent orphaned accounts by @teelur in https://github.com/teelur/budget-board/pull/907
- Application user cleanup by @teelur in https://github.com/teelur/budget-board/pull/933
- Fix now provider by @teelur in https://github.com/teelur/budget-board/pull/935
- Asset cleanup by @teelur in https://github.com/teelur/budget-board/pull/936
- Assset type cleanup by @teelur in https://github.com/teelur/budget-board/pull/938
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/905
- Automatic rule cleanup by @teelur in https://github.com/teelur/budget-board/pull/942
- Update deps by @teelur in https://github.com/teelur/budget-board/pull/943
- Bump form-data from 4.0.5 to 4.0.6 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/944
- Bump tar from 7.5.11 to 7.5.19 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/945
- Bump @babel/core from 7.26.10 to 8.0.1 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/946
- Clean up deps by @teelur in https://github.com/teelur/budget-board/pull/947
- Update OpenTelemetry by @teelur in https://github.com/teelur/budget-board/pull/948
- Update balance api by @teelur in https://github.com/teelur/budget-board/pull/949
- Cleanup budget api by @teelur in https://github.com/teelur/budget-board/pull/950
- Goals cleanup by @teelur in https://github.com/teelur/budget-board/pull/953
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/940
- Fix OIDC login linking by @teelur in https://github.com/teelur/budget-board/pull/955
- Institution cleanup by @teelur in https://github.com/teelur/budget-board/pull/957
- Transaction category cleanup by @teelur in https://github.com/teelur/budget-board/pull/958
- Sort resource strings by @teelur in https://github.com/teelur/budget-board/pull/959
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/954
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/960
- remove unused keys from resource files by @teelur in https://github.com/teelur/budget-board/pull/962
- Transaction api updates by @teelur in https://github.com/teelur/budget-board/pull/966
- Remove conditional service creation for oidc by @teelur in https://github.com/teelur/budget-board/pull/967
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/961
- User settings cleanup by @teelur in https://github.com/teelur/budget-board/pull/972
- Fix category does not exist error by @teelur in https://github.com/teelur/budget-board/pull/973
- Update value api by @teelur in https://github.com/teelur/budget-board/pull/974
- Add option to apply one account name to entire CSV import by @jsmith613 in https://github.com/teelur/budget-board/pull/975
- Widget settings cleanup by @teelur in https://github.com/teelur/budget-board/pull/977
- Bump brace-expansion from 1.1.14 to 1.1.16 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/979
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/969
- Add Brazilian Portuguese translation by @joao-baza-sup-uf in https://github.com/teelur/budget-board/pull/981
- Net worth cleanup by @teelur in https://github.com/teelur/budget-board/pull/983
- fix: register 2FA cookie schemes by @joao-baza-sup-uf in https://github.com/teelur/budget-board/pull/982
- Update deps by @teelur in https://github.com/teelur/budget-board/pull/986
- Bump brace-expansion from 1.1.16 to 1.1.18 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/987
- Bump tar from 7.5.19 to 7.5.22 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/988
- Bump @babel/core from 7.29.0 to 8.0.1 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/989
- feat: Add privacy mode by @joao-baza in https://github.com/teelur/budget-board/pull/985
- Update demo seed service tests by @teelur in https://github.com/teelur/budget-board/pull/990
- Sync service cleanup by @teelur in https://github.com/teelur/budget-board/pull/991
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/980
- Lunchflow api cleanup by @teelur in https://github.com/teelur/budget-board/pull/993
- Simplefin api cleanup by @teelur in https://github.com/teelur/budget-board/pull/994
- Cleanup automatic categorization api by @teelur in https://github.com/teelur/budget-board/pull/997
- Cleanup auth api by @teelur in https://github.com/teelur/budget-board/pull/998
- Bump ip-address from 10.2.0 to 10.4.0 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/995
- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/992
- Fix new net worth line error by @teelur in https://github.com/teelur/budget-board/pull/999
- Bump @babel/core from 7.29.0 to 8.0.1 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/1000
- Update babel to address cve by @teelur in https://github.com/teelur/budget-board/pull/1001
- Update brace-expansion by @teelur in https://github.com/teelur/budget-board/pull/1002
- Add transaction notes by @teelur in https://github.com/teelur/budget-board/pull/1003
- Add transaction tags by @teelur in https://github.com/teelur/budget-board/pull/1004
- Add new automatic rules options by @teelur in https://github.com/teelur/budget-board/pull/1009
- Handle disable categories by @teelur in https://github.com/teelur/budget-board/pull/1010
- Misc category type fixes by @teelur in https://github.com/teelur/budget-board/pull/1012
- Fix docker port by @teelur in https://github.com/teelur/budget-board/pull/1013
New Contributors
- @joao-baza-sup-uf made their first contribution in https://github.com/teelur/budget-board/pull/981
- @joao-baza made their first contribution in https://github.com/teelur/budget-board/pull/985
Full Changelog: https://github.com/teelur/budget-board/compare/v3.6.1…v3.7.0