Money 1.3.0

[Muffy0906]

A tidier, faster-to-use Money: one search box for the whole app, a regrouped sidebar and Settings page, pay-cycle months, budget pace, a longer forecast, report comparisons, and colors you can make your own. Updating keeps you signed in.

Try the live demo →

Highlights

Universal search

• The ⌘K palette is now one search box for everything: pages, settings, accounts, budgets, categories, tags, bills, payees, piggy banks, recurring transactions, rules and drafts. Matching transactions load from Firefly as you type, and tapping one opens it. (Universal search: settings, live transactions and everything else, from any page #56)
• Picking a setting opens Settings at that spot, unfolds it if needed and highlights it. Words like "debt", "savings" or "csv backup" find the right page or setting, and your recent picks show first. (Universal search: settings, live transactions and everything else, from any page #56)
• Reach it from anywhere: a search button at the top right on iPhone (full screen, with big tap targets), a search field at the top of the More sheet, and a Search box in the sidebar on desktop. ⌘/Ctrl+K works everywhere, and / on pages without their own search. (Universal search: settings, live transactions and everything else, from any page #56)

Months, budgets and the forecast

• Pay-cycle months: start your month on any day from the 1st to the 28th (Settings → Months & budgets). Budgets, the Overview, insights, the recap and reports all follow it. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)
• Budget pace: each budget bar gets a "today" marker and says whether you're on pace, ahead, or may run out around a date. The warning level is adjustable. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)
• Forecast: 6-month and 1-year views, recurring transactions carried further ahead, a careful-to-hopeful range, and an accuracy record comparing past forecasts with what really happened. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)

Reports and answers

• Report comparisons: compare with the period before or with last year, with changes on every total and breakdown. Save reports you use often and download any report as CSV. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)
• A cleaner Reports page: two columns (what the money went on, and who it went to or came from), empty sections listed on one line, and custom dates behind a Custom… button. (Reports: two columns, empty sections on one line, custom dates on demand #57)
• Ask: type a plain question ("why did spending go up?", "bills before payday", "spent on coffee") and get an answer worked out from your Firefly data, with links and the working shown. No AI involved. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)

Transactions

• Duplicate any transaction, splits included, as a new one dated today. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)
• Drafts: save a new transaction as a draft and finish it later. Drafts show at the top of Transactions and in Needs attention, and sync between devices. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)
• Transfers to match: an expense from one of your accounts and an income of the same amount into another within 4 days is offered as one transfer you can merge with a tap. (Pay-cycle months, budget pace, forecast range, report comparisons, drafts, transfer matching and Ask #52)
• To do: Review and Categorize are now two tabs of one To do page. (Grouped sidebar + To do page (Review and Categorize as tabs) #58)
• Clean up: Settings → Data → Clean up finds payees, income sources, categories, tags and budgets that nothing uses, and deletes the ones you pick. Nothing is selected for you, and it asks before deleting. (Clean up unused payees, categories, tags and budgets; fix Carbon tab glow #60)

A tidier layout

• Settings is one column of named groups like iOS Settings, with rarely used forms folded away. Theme, Hide amounts and Compact view live here now. (Settings: grouped sections, rarely used forms folded away #53)
• Sidebar and phone menu group the pages into everyday, Plan, Insights and Manage, with Settings at the bottom. The sidebar scrolls on short windows. (Sidebar and phone menu: grouped pages, theme picker moves to Settings #54, Grouped sidebar + To do page (Review and Categorize as tabs) #58)
• Overview on phones shows the first six cards and folds the rest under Show more, about a third of the old height. Your card order decides which six come first. (Overview on phones: first six cards, the rest under "Show more" #55)

Themes and colors

• Customize colors: Settings → Appearance → Customize colors sets the background and accent for any theme. For Liquid glass neon you can also pick the three glow colors, glass tint, frost, blur, and turn the moving light off. Your colors sync between devices. (Customize theme colors (background, accent, Liquid glass light/tint/blur) #62)
• Three new themes: Forest, Nord and Rosé. (Cleaner Carbon neon nav selection + Forest, Nord and Rosé themes #51)
• Carbon neon: a cleaner selected item in the sidebar, and no more green sliver beside the selected tab. (Cleaner Carbon neon nav selection + Forest, Nord and Rosé themes #51, Clean up unused payees, categories, tags and budgets; fix Carbon tab glow #60)

Everything else

• Questions and ideas now have a home in Discussions, linked from the README and the new-issue page. (Link GitHub Discussions from README and the new-issue page #61)
• Steadier smoke tests on the slow CI server. (Smoke test: fix the quick-add failure on the slow CI server #59, Clean up unused payees, categories, tags and budgets; fix Carbon tab glow #60)

Upgrading

• Docker / TrueNAS / Unraid: docker compose pull && docker compose up -d, or pin ghcr.io/muffy0906/firefly-money:1.3.0. No new settings, and no new files to mount.
• Your current sign-in, layout and preferences carry over. New preferences (cycle day, budget warning, drafts, saved reports, custom colors) sync through Firefly like the others.
• Budget limits for pay-cycle months still come from Firefly, so auto-budgets keep resetting on the 1st of the calendar month.

Full changelog: v1.2.0...v1.3.0

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This discussion was created from the release Money 1.3.0.