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>
docs: add Financial Institutions section and language support details
Document admin user creation feature
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>
docs: document Recent Transactions quick-fill feature
Add a "Quick Fill from Recent Transactions" section to Transactions.md
covering the history button, payee-scoped vs. global deduped modes, and
split/transfer handling. Add the configurable popover limit to the
Display Preferences table in Settings-and-Security.md.
Co-Authored-By: Claude Opus 4.7 (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>
docs: add preferred exchanges setting documentation
Document the Preferred Exchanges feature in Settings, explaining how
to configure exchange priority for security lookups. Add cross-reference
from the Investments page Securities Management section.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Update wiki to include a separate section for Quicken imports
Doc updates to address new features (bulk delete/tags etc)