Budget Tracker 1.5.2
What's Changed
- Add help and version command-line options by @Feromond in #92
- Add sorting controls to category catalog by @Feromond in #94
- Add inline budget target editing by @Feromond in #95
- 89 feature request enable viewing difference between total set budget limits of all catergories by @Feromond in #97
- Add effective dated budget history by @Feromond in #98
- 93 feature request add budget line to yearly pattern bar chart by @Feromond in #99
- Bump version to 1.5.2 by @Feromond in #100
Full Changelog: v1.5.1...v1.5.2
Install
With Rust installed (skip this if you use the Windows installer below):
cargo install budget-tracker-tuiNo Rust? Prebuilt binaries for Linux, macOS, and Windows
Unpack the archive for your platform and put budget-tracker on your PATH.
| Archive | Platform |
|---|---|
*-x86_64-unknown-linux-gnu.tar.gz |
Linux x86_64 (glibc 2.35+) |
*-x86_64-unknown-linux-musl.tar.gz |
Linux x86_64 (static, any distro) |
*-aarch64-unknown-linux-gnu.tar.gz |
Linux arm64 (glibc 2.35+) |
*-aarch64-unknown-linux-musl.tar.gz |
Linux arm64 (static, any distro) |
*-aarch64-apple-darwin.tar.gz |
macOS Apple Silicon |
*-x86_64-pc-windows-msvc.zip |
Windows x86_64 |
Verify a download with sha256sum -c SHA256SUMS --ignore-missing.
This release is all about budgets. The big one is that budgets now have history. Every budget you set is recorded with the month it starts applying, so changing an amount no longer rewrites what past months were budgeted at. Set your monthly budget to 2,000 in January, bump it to 2,500 in March, and January and February still report against 2,000 while March onward uses 2,500. Same thing for per-category budgets.
Because of that, budgets moved out of Settings and into the budget view, which is now where you set both. Press t for the monthly budget and e for the selected category's budget, and the popup asks how far the change should reach: from this month on, this month only, replace every month, or remove the change that starts here. The budget view also opens on the current month now even with no transactions in it, so you can set up a budget on a brand new ledger before entering anything. Your old target budget from Settings gets moved over automatically on first launch, dated before your earliest month, so nothing you already had changes.
The budget view also tells you how much of your budget you have actually assigned. There is a Category Budgets section showing the total of all your category budgets and the spare amount left from your monthly budget, which goes red and says Over Allocated if the categories add up to more than the monthly number. Handy for the "did I actually budget all of this" question without doing mental math. The per-category yearly pattern chart draws the budget for each month right on the bars too, so you can see which months you blew past it at a glance.
Budgets are per ledger now, so a scenario ledger can plan against a completely different budget without touching your real one, and copying a ledger brings its budgets along. Categories are still shared like before.
Rest is smaller stuff. The category catalog sorts by any column, you can set a category's budget straight from the catalog with b, and the app finally answers --help and --version instead of just launching.
TLDR:
- Budgets are dated now, so changing one keeps your history intact
- Moved budget editing into the budget view with
tfor the monthly budget andefor a category, plus scopes for how far a change applies - Added the allocated / spare / over allocated breakdown to the budget view, closing #89
- Drew per-month budget guides on the category pattern chart, closing #93
- Made budgets per ledger, carried along when you copy a ledger
- Added sorting to the category catalog with
1-5(orF1-F5), press again to flip direction, closing #90 - Added
bin the category catalog to set a budget without leaving it - Added
--helpand--versioncommand-line options - Cumulative mode in the monthly summary now draws each month's own budget instead of one flat line
- Kept the selected month when changing years in the monthly and category summaries
- Old target budget from Settings migrates automatically, and the setting is gone
Updated Budget View
New Quick Category Budget Setting Menu
