Paperless Sync v2.2.0

Full Changelog: v2.1.0...v2.2.0

Paperless Sync v2.1.0

What's new in this release

Yearly export:

• New "JAHRESEXPORT" button bundles a full fiscal year into one folder with a single click — all 12 monthly exports, freshly regenerated from the current data, collected under one Jahresexport_<year> folder.
• Configurable fiscal year (Settings → "Geschäftsjahr") — defaults to the calendar year, or switch to a custom fiscal year start month (e.g. July) to match your accounting.
• 00_Jahresuebersicht.csv — every transaction of the year in one table, with a column showing which monthly folder/receipt each one belongs to.
• 00_Offene_Posten_Jahr.csv — only the still-unresolved transactions across the whole year, with a summary count per month/status at the top (only months that actually have open items are listed).
• 00_Jahresuebersicht.pdf — a cover page, a summary page listing every open item first (color-coded by status), then the full year grouped by month with a page break between months.
• A warning shows the total number of open items and which months they're in before the export runs, if there are any — the export stays possible either way.
• The finished folder can optionally be saved as a ZIP right after export.

Installation

• Most users: download PaperlessSync-Setup-2.1.0.exe and run it.
• No-install option: download and unzip PaperlessSyncQt-2.1.0-portable.zip, then run PaperlessSyncQt.exe inside.

Paperless Sync v2.0.0

What's new in this release

Bank import (Enable Banking):

• Optional, fully generic bank-account import via Enable Banking - connect your own bank account and pull transactions directly, no manual CSV export needed. Nothing is hardcoded: every user brings their own registration (Application ID + private key), configured through a step-by-step setup wizard in Settings.
• OAuth-style authorization runs through a local, temporary HTTP listener plus an HTTPS-forwarding proxy (required by Enable Banking even for localhost redirects) - no data is cached between sessions.
• Date-range picker for the import, including a one-click "all available bookings" option.
• Imported transactions merge into your existing data instead of replacing it, with duplicate protection across CSV and bank-API imports.

Smarter matching:

• Duplicate-booking detection: two bookings with the same date, amount, and (normalized) purpose are flagged for review instead of silently matching the same receipt to both.
• Tolerant amount matching and split-payment detection (one receipt covering two bookings, or one booking covered by several receipts) - both configurable, shipped disabled by default until their candidate-quality/selection UI is further refined.
• More robust CSV parsing: encoding, delimiter, decimal separator, and date order are now detected per column from the whole file rather than guessed per cell, fixing an edge case where certain ISO-formatted dates (YYYY-MM-DD) could be misread.
• Every imported CSV (manual upload or bank import) is now archived with a timestamp into the input/ folder for a full audit trail.

Interface:

• Every booking status (including multi-match, duplicate-suspect, and split-payment) now has its own visible badge.
• Match candidates are shown as a clickable, expandable list - one click links the receipt, no separate confirm step.
• Live search/filter bar (text, amount, amount range, date range) that combines with the existing tabs, plus a "X of Y visible" hint whenever a filter is active.
• Keyboard navigation: arrow keys move the selection, Ctrl+Down jumps to the next open item.
• Remaining non-native umlaut characters in the UI cleaned up.

Quality:

• Added an automated pytest test suite (117 tests) covering CSV parsing, matching, export, and backup/restore - the most requested item for a tool that handles accounting data.

Installation

• Most users: download PaperlessSync-Setup-2.0.0.exe and run it.
• No-install option: download and unzip PaperlessSyncQt-2.0.0-portable.zip, then run PaperlessSyncQt.exe inside.

Paperless Sync v1.2.0

What's new in this release

Platform independence:

• User data now lives in the OS-standard per-user app data location on every platform (via platformdirs) - Windows: %APPDATA%\PaperlessSync (unchanged), macOS: ~/Library/Application Support/PaperlessSync, Linux: ~/.config/PaperlessSync.
• Added macOS (.app bundle) and Linux (single executable) build paths. These are untested on real hardware - this environment only has Windows available, so please report issues if you try them. The Windows installer remains the only path that's been fully built and verified end-to-end.

Privacy & security:

• Paperless API token and mTLS client certificate password are no longer stored in plain text - they're now kept in your OS's native credential store (Windows Credential Manager, macOS Keychain, Linux Secret Service). If no OS credential store is available, the app falls back to passphrase-based AES encryption instead of ever silently falling back to plain text.
• The working session (session_state.json - transaction details and uploaded receipts) is now encrypted at rest.
• Backups can now be password-protected (AES-encrypted ZIP) and include your credentials, so a restored backup is actually usable on a new machine.
• Existing installations migrate automatically on first launch after updating - no data loss, no manual steps.
• New README "Privacy & Security" section explaining all of the above.

Installation

• Most users: download PaperlessSync-Setup-1.2.0.exe and run it.
• No-install option: download and unzip PaperlessSyncQt-1.2.0-portable.zip, then run PaperlessSyncQt.exe inside.

Paperless Sync v1.1.0

What's new in this release

• Accountant-ready export: the monthly export folder (e.g. 2026-01_Januar/) is now numbered and consistently structured - a master overview (00_Uebersicht.csv), renamed receipts (01_Belege_zugeordnet/), tagged transactions without a receipt (02_Ohne_Beleg_getaggt/), a filtered bank statement (03_Kontoauszug_gefiltert.csv), open items (04_Offene_Posten.csv), and deposits (05_Einzahlungen_Deposit.csv) - each as its own file. File/folder names stay German (matching the rest of the app), but paths are relative throughout, so the whole folder can be zipped and sent as-is.
• A warning is shown before export if there are still open items (export is still possible either way).
• Bugfix: dropdowns in Settings used to change their value just from scrolling the mouse wheel past them (without clicking) - that no longer happens.
• Internal restructuring of the project layout (legacy UIs archived, code split under src/paperless_sync/) and a central transaction-status enum (TxStatus) replacing loose strings - no behavior change.

Installation

• Most users: download PaperlessSync-Setup-1.1.0.exe and run it.
• No-install option: download and unzip PaperlessSyncQt-1.1.0-portable.zip, then run PaperlessSyncQt.exe inside.

Paperless Sync v1.0.0

First public release.

Desktop tool (Windows, PySide6/Qt) that matches bank statement CSV
transactions against Paperless-ngx documents, so every transaction ends
up with a matching receipt. See the README
for features and setup.

Installation

• Most users: download PaperlessSync-Setup-1.0.0.exe and run it.
• No-install option: download and unzip PaperlessSyncQt-1.0.0-portable.zip, then run PaperlessSyncQt.exe inside.

Highlights

• Automatic CSV parsing + Paperless-ngx amount matching (filename regex or custom field)
• Manual tagging / PDF upload / multi-document linking for the rest
• Per-month accountant-ready export folders
• In-app PDF viewer for linked/uploaded receipts
• German/English UI, custom company logo, backup & restore, mTLS client certificate support