Update shared access docs
6a4febd
docs: enhance installation instructions and .env configuration details
d81a29c
Document 1.12.0 and 1.12.1 features
Loans/mortgages: account detail pages for all types, overpayment
recognition + interest booking mode, goal-seek and scenario comparison
chart, CSV/PNG/PDF exports, refinance interest-category guidance.
Investments/Tags: KEY:VALUE tags, By-key allocation, geographic
look-through, all-securities performance chart.
Transactions: time-aware Monthly Totals and all-time Balance History
charts, payee/category info widget, year picker, reconciled-edit
warning, new time-period filters.
Backup: Support Backup (de-identified bug-report copy), new
loan/scenario/security-tag tables. Import: MS Money voided
transactions, land on just-imported account. Localized default
categories; PDF diacritics/compression.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
b3b8d89
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>
d083e88
Add section for MCP Relay
edfcbd9
docs: add Financial Institutions section and language support details
4d14593
Remove beta designations from AI features
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
da06797
Document admin user creation feature
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
fa9a736
Add documentation for Emergency Access and Encrypted backup features
1b97749
Add shared access pictures
3dd1eac
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>
6ddf5ea
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>
953323a
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>
c779fcd
Update tools dropdown image
c4e32aa
Link to Quicken import guide from Next Steps
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
e2d21ca
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>
cf0ad25
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>
fbb31d3
docs: add backup and restore screenshots
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
b8a6cd1
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>
2b91c4c
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>
d42651a
Update Quicken QIF export section
630250a
Update wiki to include a separate section for Quicken imports
3c989af
Doc updates to address new features (bulk delete/tags etc)
daae8b2