Money 1.4.0

[Muffy0906]

Refunds that come off your spending, a desktop layout that uses the whole screen, Settings in columns, pages that reload by themselves after a dropped connection, and about half as many requests to Firefly.

Try the live demo →

Highlights

Refunds

• Refund button: open an expense and tap Refund. Money fills in an income into the same account, with the same payee and category, tags it Refund and links it to the purchase with Firefly's Refund link. Quick add tags entries that mention "refund" too. (Add refunds that come off spending #66)
• Refunds come off spending: Firefly counts a refund as income and never against a budget. Reports, Budgets, the Overview, the recap, Ask and the insight cards now take refunds off spending (and off income) instead: by category and payee from the refund, and by budget from the purchase it's linked to. (Add refunds that come off spending #66)
• On phones, a transaction drawer with more buttons than fit puts the extra actions on their own row. (Add refunds that come off spending #66)

A roomier desktop

• Pages are no longer capped at 1900px, so wide screens have no empty band on the right. (Full-width desktop layout, Settings in columns, fewer Firefly requests, auto-retry when offline #65)
• Overview: Auto fits as many columns as the screen holds, up to 6, and 6 joins the column choices. The insight strip shows up to one card per column. (Full-width desktop layout, Settings in columns, fewer Firefly requests, auto-retry when offline #65)
• Settings flows into up to 3 columns on screens 1100px and wider, with a list of sections on the left that stays in place, jumps to a section and marks the ones on screen. Phones keep the single column. (Full-width desktop layout, Settings in columns, fewer Firefly requests, auto-retry when offline #65)

Steadier and faster

• Automatic retry: when the server can't be reached (Tailscale reconnecting, a laptop waking up, the app restarting for an update), the page says what happened and retries by itself: after 2 seconds, then longer each time up to 30 seconds, and straight away when the device is back online or the tab is shown again. No more pressing Try again. (Full-width desktop layout, Settings in columns, fewer Firefly requests, auto-retry when offline #65)
• Fewer requests to Firefly: answers about months that have ended (past net worth, past months' totals, last month's insights) are kept for a day instead of being fetched again. Reports gets account balances in two requests per date instead of one per account, and Settings stops refetching the Apple Pay key and cards on every redraw. On the demo data, a round of Overview, Reports, Bills and Settings went from 101 requests to 46. (Full-width desktop layout, Settings in columns, fewer Firefly requests, auto-retry when offline #65)
• A change made in Money, pull to refresh, and Recalculate everything still fetch fresh numbers. (Full-width desktop layout, Settings in columns, fewer Firefly requests, auto-retry when offline #65)

Everything else

• The README has a theme gallery with a screenshot of every theme. (Add a theme gallery to the README #63)

Upgrading

• Docker / TrueNAS / Unraid: docker compose pull && docker compose up -d, or pin ghcr.io/muffy0906/firefly-money:1.4.0. No new settings, and no new files to mount.
• Your current sign-in, layout and preferences carry over.
• Money treats any income tagged Refund as a refund, so older refunds you entered as plain income count once you add that tag. Linking a refund to its purchase uses Firefly's built-in Refund link type; if you renamed or deleted it, the refund is still saved and still comes off category and payee spending, but not off a budget.

Full changelog: v1.3.0...v1.4.0

---

This discussion was created from the release Money 1.4.0.