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Yuvomi

Self-hosted family planner for tasks, calendar, shopping, meals, and budget

Alternative to: cozi, familywall, skylight

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About Versions (345)

v2.31.0

2026-08-23

Added

  • A budget entry can share its amount while keeping its purpose private (discussion #659). private and shared answered two questions with one word: whether an entry counts towards the totals, and whether it shows its details. On a shared account that is too coarse. Someone booking a private expense usually wants to hide what it was for, not that money left the account - and hiding both is exactly why everyone else’s balance is then wrong, because the account really does hold less. The third level, “amount only”, splits the two apart: the amount counts for everyone in account balances, net worth and every total, while title, category and receipts stay with the owner. Another member sees the row with its date and amount and a neutral placeholder instead of the title. Dropping the row entirely would have been cheaper and is the wrong call: the visible rows would then no longer add up to the displayed balance, which reads as a bug rather than as a promise being kept.

    The distinction runs through every read path, and it needed two filters instead of one. One answers “does it count” and treats the new level like shared; the other answers “may I see what it was for” and is as strict as private. Anything aggregating by category needed the second one, because a correct total still leaks the purpose through its breakdown - the monthly summary and the statistics tab therefore file another member’s amount-only entries under a neutral collecting bucket rather than under their real category. The CSV export is masked as well; otherwise it would be the most convenient way to read out exactly what the interface hides. In the Inventory module the level behaves like private and the entry stays invisible: a link between a booking and an object is a statement about what the money was for, and unlike a balance, nothing there adds up wrong when the booking is missing.

    Deliberately not a household setting. One config value would have been far cheaper, and it was rejected for a specific reason: whoever flips it removes the guarantee for everyone in the household, including members who wanted it, and an admin could do so unilaterally. A privacy promise a third party can switch off is not one. The choice stays on the individual entry, with the person whose privacy it is. Loans and subscriptions keep their two levels and act through the entries they generate; a value sent to them is rounded down to private, never up to shared.