Document features added since June 2026
Update wiki for ~80 PRs merged since the last wiki refresh:
- Dashboard: customizable widgets, per-widget settings, new default and
opt-in widgets, Favourite Reports
- Accounts: loan/mortgage detail page, payment/mortgage setup fields,
guided auto-detect, line-of-credit view, type/text filters
- Reports: Credit Utilization, Loan Overpayment Simulator, Monte Carlo;
Portfolio Value per-security view; loan detail page tools; count fixes
- Investments: on-page asset allocation and portfolio value charts,
security description/tags
- AI: entity deep-links, write confirmation cards, chat attachments,
movable panel, corrected MCP tool table, relay insights/forecast,
rate limits
- Transactions: locale-aware amount/date search, amount/status/period
filters, categorized transfers
- Categories & Payees: auto-merge payees, categorized transfers,
auto-assign backfill, view-transactions jump
- Bills: split toggles, scheduled-transfer category
- Settings: corrected AI/email language behavior
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Add section for MCP Relay
Remove beta designations from AI features
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
docs(AI): document OAuth "Add Connector" flow and self-hosted PAT bridge
Restructure the MCP section to cover both supported authentication methods:
- OAuth via Claude Desktop's "Add Connector" — easiest path, but requires
Monize to be reachable on a public HTTPS URL because the connector
handshake rejects localhost/LAN/.local hostnames.
- Personal Access Token + mcp-remote local bridge — for self-hosted
deployments where the instance is private (LAN, VPN, tunnel) and
Claude Desktop's connector flow can't reach it.
Includes a comparison table and an explicit IMPORTANT callout pointing
private-deployment users to the PAT method, plus per-OS paths for
claude_desktop_config.json and a worked mcp-remote configuration example.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mark AI features as Beta
Adds Beta callouts to the AI assistant, insights, and MCP sections and
tags the AI entries on the home page so readers know these features
are still under active development.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
docs: add backup/restore page and update wiki for v1.8.0-1.8.16 features
New page: Backup and Restore (manual/auto backups, restore, retention policies, Docker volume config).
Updated pages: undo/redo shortcuts, copy/duplicate/schedule-as-recurring,
Every 4 Weeks frequency, favourite account reordering, brokerage market value
on dashboard, income vs expenses chart (last 5 weeks, category-type filtering),
investment filtering by account, delete unused securities, clickable tag
filtering, PDF export for reports, Ollama local URL support, settings
sidebar/tab navigation, email reminder colour-coding, display density modes,
date field keyboard shortcuts, and new settings (timezone, week starts on,
show create date).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Update docs to include AI references