Sure

This release focuses on making the core experience smarter, more reliable, and more polished across the entire product. We significantly improved transaction management with richer metadata, better merchant and category detection, expanded rules capabilities (including new filters, actions, visibility into executions, and quality-of-life enhancements), plus stronger LLM support.

Banking and data integrations are more robust, with multiple fixes and enhancements across Enable Banking (still beta!), SimpleFIN, imports, account linking, and pending transaction handling. On the experience side, we delivered broad UI and mobile refinements across budgets, outflows, transactions, settings, and navigation, alongside expanded localization support and visual consistency improvements.

Under the hood, this release also advances platform maturity with new API endpoints, improved documentation, flexible SSO configuration, infrastructure hardening, and an official Helm chart laying a stronger foundation for future features while delivering immediate day-to-day improvements.

What’s Changed

• Fix Enable Banking sync date determination by @alessiocappa in https://github.com/we-promise/sure/pull/393
• Include transaction notes in LLM data for merchant/category determination by @alessiocappa in https://github.com/we-promise/sure/pull/394
• Fix negative values in test data by @sokie in https://github.com/we-promise/sure/pull/399
• Retrieve only accounted transactions from Enable Banking API by @alessiocappa in https://github.com/we-promise/sure/pull/404
• Include subcategories in transaction search filters by @Copilot in https://github.com/we-promise/sure/pull/401
• Mobile drag and re-order fixes by @sokie in https://github.com/we-promise/sure/pull/408
• Simplefin liabilities recording fix by @luckyPipewrench in https://github.com/we-promise/sure/pull/410
• Display provider merchants alongside family merchants by @jjmata in https://github.com/we-promise/sure/pull/418
• Add rules import/export support by @jjmata in https://github.com/we-promise/sure/pull/424
• fix: Apply right formatting for money values in outflows section by @alessiocappa in https://github.com/we-promise/sure/pull/425
• Add Recent Runs visibility for rule executions by @jjmata in https://github.com/we-promise/sure/pull/376
• Eval Framework + Small LLMs improvements by @sokie in https://github.com/we-promise/sure/pull/400
• Provider generator by @sokie in https://github.com/we-promise/sure/pull/364
• Skip generators autoloading by @sokie in https://github.com/we-promise/sure/pull/430
• Include Enable Banking items in Syncer by @alessiocappa in https://github.com/we-promise/sure/pull/434
• Fix budgets page UI by @alessiocappa in https://github.com/we-promise/sure/pull/427
• feat(lang): add all brazilian portuguese translations by @marconneves in https://github.com/we-promise/sure/pull/416
• Add exclude transaction rule action by @Copilot in https://github.com/we-promise/sure/pull/437
• fix: Update budget percentage determination method by @alessiocappa in https://github.com/we-promise/sure/pull/440
• Add transaction details and notes filters to rules engine by @Copilot in https://github.com/we-promise/sure/pull/439
• Replace text-danger with text-destructive in reports views by @hendriksen-mark in https://github.com/we-promise/sure/pull/444
• Outlfows UI adjustments by @alessiocappa in https://github.com/we-promise/sure/pull/443
• feat: Allow account linking for Enable Banking accounts by @alessiocappa in https://github.com/we-promise/sure/pull/428
• Expand budgeting icon options by @jjmata in https://github.com/we-promise/sure/pull/341
• Rules: Fix no action conditions by @DeathCamel58 in https://github.com/we-promise/sure/pull/447
• Add API endpoint for triggering family sync by @hendriksen-mark in https://github.com/we-promise/sure/pull/423
• Fix SimpleFin missing transactions by @luckyPipewrench in https://github.com/we-promise/sure/pull/449
• Highlight current month in trends insights table by @hendriksen-mark in https://github.com/we-promise/sure/pull/448
• Add official Sure Helm chart with HA Postgres/Redis support by @luckyPipewrench in https://github.com/we-promise/sure/pull/429
• Address remaining CodeRabbit comments from PR #267 #351 by @luckyPipewrench in https://github.com/we-promise/sure/pull/451
• Fix mobile bottom navigation disappearing on page navigation by @k3rnel-pan1c in https://github.com/we-promise/sure/pull/453
• Add RSwag coverage for /chat and /transactions API endpoints by @jjmata in https://github.com/we-promise/sure/pull/210
• Add categories endpoint in API by @sokie in https://github.com/we-promise/sure/pull/460
• Allow LLM to enhance provider merchants by @sokie in https://github.com/we-promise/sure/pull/455
• Recurring fixes by @sokie in https://github.com/we-promise/sure/pull/454
• Fix CSV import with no currency by @sokie in https://github.com/we-promise/sure/pull/462
• Add chinese translation support by @jiang123574 in https://github.com/we-promise/sure/pull/458
• Fix api call for cloudflare API by @sokie in https://github.com/we-promise/sure/pull/467
• Bump aws-sdk-s3 from 1.177.0 to 1.208.0 by @dependabot[bot] in https://github.com/we-promise/sure/pull/465
• Demo warning in /chat UI by @jjmata in https://github.com/we-promise/sure/pull/466
• Add Chinese localization by @jiang123574 in https://github.com/we-promise/sure/pull/464
• Pending detection, FX metadata, Pending UI badge. by @luckyPipewrench in https://github.com/we-promise/sure/pull/374
• Fix missing product_name interpolation in all import confirmations by @Copilot in https://github.com/we-promise/sure/pull/475
• Translate navigation labels (main nav + settings) by @jjmata in https://github.com/we-promise/sure/pull/472
• Fix Broken Account Re-linking Feature by @luckyPipewrench in https://github.com/we-promise/sure/pull/469
• Handle missing category import headers and accept name* by @Nelluk in https://github.com/we-promise/sure/pull/487
• Add Chinese localization by @jiang123574 in https://github.com/we-promise/sure/pull/471
• docs: AI_DEBUG_MODE to AI setup docs by @xBlaz3kx in https://github.com/we-promise/sure/pull/494
• Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml by @luckyPipewrench in https://github.com/we-promise/sure/pull/441
• QOL: Pre-fill rule suggestion with transaction name and category by @adamescj in https://github.com/we-promise/sure/pull/497
• Add instituion details & notes to Account model by @Matthew-Kilpatrick in https://github.com/we-promise/sure/pull/481
• Settings page UI improvements by @alessiocappa in https://github.com/we-promise/sure/pull/495
• Transactions & Activities pages improvements by @alessiocappa in https://github.com/we-promise/sure/pull/452
• Fix GPU artifacts bug by @xenos1337 in https://github.com/we-promise/sure/pull/498
• feat: add compose example with local LLM by @xBlaz3kx in https://github.com/we-promise/sure/pull/489
• Revert “Fix GPU artifacts bug” by @jjmata in https://github.com/we-promise/sure/pull/510
• Helm chart: render CNPG spec.backup + method inference for volume snapshots (and support spec.plugins) by @luckyPipewrench in https://github.com/we-promise/sure/pull/504
• Fix Helm chart Redis URL port formatting for redisSimple mode by @luckyPipewrench in https://github.com/we-promise/sure/pull/517
• Add print stylesheet for reports page by @jjmata in https://github.com/we-promise/sure/pull/499
• Transfer Matching: Larger match date window for manual matching by @DeathCamel58 in https://github.com/we-promise/sure/pull/514
• Fix: make rolling update strategy configurable to prevent deadlock with topology constraints by @luckyPipewrench in https://github.com/we-promise/sure/pull/522
• Bump uri from 1.0.3 to 1.0.4 by @dependabot[bot] in https://github.com/we-promise/sure/pull/523
• Fix action value rendering for text-type executors in rule form by @Copilot in https://github.com/we-promise/sure/pull/527

New Contributors

• @marconneves made their first contribution in https://github.com/we-promise/sure/pull/416
• @k3rnel-pan1c made their first contribution in https://github.com/we-promise/sure/pull/453
• @jiang123574 made their first contribution in https://github.com/we-promise/sure/pull/458
• @Nelluk made their first contribution in https://github.com/we-promise/sure/pull/487
• @adamescj made their first contribution in https://github.com/we-promise/sure/pull/497
• @xenos1337 made their first contribution in https://github.com/we-promise/sure/pull/498

Full Changelog: https://github.com/we-promise/sure/compare/v0.6.5…v0.6.6