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v0.22.4 – Net worth & investment insights

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@letehaha letehaha released this 21 Jul 20:56
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What's Changed

📊 Net Worth Drivers & Investment Contributions reports

Two new reports on the Analytics page give you a clearer picture of where your money is really coming from.

Net Worth Drivers breaks down what actually moved your net worth over a period — separating the money you set aside yourself from the gains your investments produced. It also includes a target planner that shows how large your portfolio needs to be, and roughly when you'll get there, for investment growth to start covering most of your net-worth gains each month.

Investment Contributions shows how much new money you moved into your portfolios over time, so you can tell your real contributions apart from market ups and downs.

Both reports let you focus on specific portfolios and switch the time detail (monthly, yearly, and so on).

🏷️ Payee names and logos in the transactions list

Transactions now show each payee's name and logo right in the list, so you can recognize where money went at a glance. If you had a lot of payees, some transactions — and the payee picker when editing a transaction — used to show a blank beneficiary; every payee now displays correctly no matter how many you have.

💱 More currencies now convert reliably

MoneyMatter added another exchange-rate source that covers 200+ currencies. Accounts and transactions in less common currencies now convert dependably (historical rates for these newly covered currencies go back to 2024).

📝 Code Changes

Full Changelog: v0.22.3...v0.22.4