Skip to content

v1.22.0: weekly per-category amounts are now a choice

Choose a tag to compare

@Bubbles840 Bubbles840 released this 23 Aug 00:15
· 6 commits to main since this release

1.21.0 capped each category's weekly figure by what the month could still afford, so the report could not promise money that was gone. But that answers only one of two reasonable questions — and when the pool is tight, the capped figures collapse toward each other and stop showing which category actually has room.

So it is now a setting: Notifications → Report content → "Weekly amounts per category".

  • Limited by what the month can afford (default, unchanged from 1.21.0) — figures are scaled so they cannot add up to money the month no longer has.
  • The full budget for each category — Wealthfolio's own envelope view. The categories stay distinguishable, and because envelopes overstate once the pool is short, the subtitle names the pool outright: left in each budget · only $150 left overall.

Both states are honest; they answer different questions, and the report always says which one it is showing. The monthly headline is identical either way — the setting only moves the per-category figures.

Stored as an opt-out, so existing installs keep the current behaviour with no migration.

docker compose -f docker-compose.yaml -f docker-compose.custom.yaml pull simplefin-sync
docker compose -f docker-compose.yaml -f docker-compose.custom.yaml up -d simplefin-sync