v0.23.0 – Backup & restore, redesigned accounts and currencies

What's Changed

💾 Back up and restore your data

MoneyMatter can now make a full backup of your data and put it back later. Under Settings → Security → Backup you can download a single backup file that contains everything in your account — accounts, transactions, budgets, portfolios and holdings, loans, subscriptions, categories, tags and payees.

Restoring works the other way around: you upload a backup file and it replaces everything currently in your account with what's in the file. The restore either finishes completely or leaves your existing data exactly as it was, so an interrupted restore can't leave you with half your data. You confirm what you're about to overwrite before it starts, and you can watch it progress — including if you reload the page while it's running.

Bank passwords and API tokens are deliberately left out of the backup file, so it's safe to keep a copy. After restoring, your bank connections come back switched off and need to be reconnected. A backup can also be restored into a different account than the one it was made from.

🏦 Redesigned accounts page

Accounts and bank integrations are now one page instead of two. Accounts are grouped and sortable with a summary of your totals at the top, and each connected bank shows its status right in the list — active, expiring soon, expired, or needing you to reconnect — so you can tell at a glance which connections have stopped bringing in data.

💱 Redesigned currencies page

The currencies page moved from a grid of cards to a compact list. Editing a currency's rate now happens inline in its row instead of opening a dialog, every currency shows how many accounts use it and flags the ones nothing uses, and adding a currency or opening help now happens in place without leaving the page.

🔄 Safer base-currency switching

Changing your base currency now runs in the background instead of blocking on one long request. While it runs, the app shows a progress screen and holds off any changes to your data, so nothing gets recalculated against half-converted amounts. If you close the tab or reload, the progress screen picks straight back up where it was.

🐛 Bug Fixes

• Reconnecting a Monobank or SimpleFIN connection now works. Entering a fresh token in "Update credentials" was rejected as an invalid format every single time for these two providers, and on top of that a Monobank connection that had been switched off after repeated login failures stayed off even once a valid token went through — it now starts syncing again immediately. Walutomat and Lunch Flow reconnects were never affected.
• Dashboard balance charts load faster and more reliably, especially over a long history with many accounts and portfolios.

📝 Code Changes

• feat: Data Backup & Restore functionality by @letehaha in #413
• feat: Redesign accounts page by @letehaha in #411
• feat: Redesign currencies page by @letehaha in #412
• feat: Lock the app during base currency changing process by @letehaha in #410
• fix: Minor various fixes by @letehaha in #414

Full Changelog: v0.22.4...v0.23.0