Update shared access docs
docs: add Financial Institutions section and language support details
Remove beta designations from AI features
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add documentation for Emergency Access and Encrypted backup features
docs: document Shared Access (delegated users) feature
New Shared-Access page covers the delegate invitation flow (existing
user, owner-set password, email invite), the three-tab permission
modal (Accounts / Sections / Shared data), the "Viewing:" context
banner, password reset rules, removal, and the 2FA requirement.
Cross-referenced from Home and Settings and Security.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Add PWA installation guide to Getting Started
Document what the Progressive Web App is and how to install it on
desktop (Chrome/Edge/Brave), Android, iOS Safari, and Firefox for
Android, plus uninstall and troubleshooting steps. Link to the new
section from the PWA feature bullet on the Home page.
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 wiki to include a separate section for Quicken imports
Doc updates to address new features (bulk delete/tags etc)
Add Tags wiki page and update related pages
- New Tags.md covering tag management, tagging transactions/splits,
scheduled transaction tags, filtering, and inline creation
- Home.md: add Tags to table of contents, key features, and quick nav
- Transactions.md: add Tags field to form fields, filters, and splits
- Bills-and-Deposits.md: add Tags field to scheduled transaction form
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Update docs for additional import options and payee aliases
Update docs to include AI references
Add Budgets section to Wiki