v1.0.0

First public release of Bank Statement Analytics — a self-hosted personal
finance app that turns bank statement exports into categorized, searchable
transactions with trends and insights.

Installing

Download and run Bank Statement Analytics-Setup-1.0.0.exe. It installs a
Windows service with a bundled, embedded PostgreSQL instance — no separate
database install or Docker needed. Once installed, open http://localhost:5080
and create your admin account on the setup screen.

What's in it

Statement import

• Parsers for HDFC savings, HDFC credit card, and IOB statements (.txt, .csv, .pdf)
• Coordinate-based PDF extraction, including password-protected statements
• Watch-folder auto-import with per-account history, retry after a password fix,
  and a desktop toast when an import fails
• Per-account statement storage with drill-down from a transaction to its source upload

Categorization

• Merchant-based categories with per-transaction overrides
• Searchable category picker, bulk categorize and tag, inline notes
• Category suggestions for uncategorized merchants, plus merge suggestions

Analysis

• Overview with a 6-month cash-flow chart, credit card panel, and paged activity feed
• Trends, Insights, Reports, Budgets, Bills, Investments, Deposits, Transfers
• Own-account transfer detection, excluded from income/spend totals
• Monthly and yearly reports with a server-rendered PDF download
• Drill from any summary tile into the transactions behind it

Credit cards

• Statement summary extracted from PDF uploads, utilization, billing cycles
• Unpaid card bills surfaced on the Bills page and in the reminder bell

Everything else

• Multi-user with self-registration; each user sees only their own data
• Dark mode with system/light/dark preference
• Privacy mode that masks amounts and merchant names
• Full instance backup and restore as a single zip
• First-login onboarding guide