v1.21.0 — Weekly figures can't promise money the month lacks

Changed

A category's weekly figure can no longer promise money the month does not have.

The daily digest was printing two budgeting models at once, and they contradicted each other. The category lines are envelopes — Groceries has its own $80 whatever else happens — while the headline is a pool. With one category far over, every other envelope went on offering its full weekly allowance: money that did not exist.

Weekly figures are now scaled by what the pool can actually cover, and the subtitle says which state you're in:

state	subtitle
room for everything	left to spend this week
pool short	left to spend this week · reduced to fit what is left overall
month spent	the month is spent — nothing left to spend this week

The month figure on each line is untouched — that states the envelope, which is a real fact about your budget. It's the spend-this-week number that must not over-promise. Off-budget and unfiled spending count against the pool too: money gone is gone, whatever it was labelled.

One consequence worth knowing: these weekly figures now deliberately differ from Wealthfolio's per-category view, which is pure envelope budgeting.

Upgrading

Companion-side only:

docker compose pull simplefin-sync
docker compose up -d simplefin-sync