What's Changed
📥 Smarter imports
The import wizard in MoneyMatter got a batch of upgrades:
- AI category matching: one click asks AI to map the categories in your file to your MoneyMatter categories. You review the suggestions before applying them.
- Saved mappings: MoneyMatter remembers how you mapped categories for each file layout. On the next import from the same source, apply the saved mapping from the new "Apply mapping" menu instead of redoing it by hand. Mappings can be named, renamed, and deleted.
- Skip accounts: every import flow now lets you leave accounts out instead of forcing you to map each one.
- Dates like "01/01/26, 10:58" no longer fail the import. The parser used to reject rows with 2-digit years or a time after the date.
↩️ Undo an import
If an import went wrong, open Import History and delete the whole batch: a trash icon on each batch opens a confirmation dialog that shows how many transactions the delete removes. Account balances recalculate, and linked transfers and refunds are cleaned up with it.
✅ Confirm planned transactions on manual accounts
Planned transactions on manual accounts now have a confirm action, in the Upcoming section and in the transaction dialog. Once the money moved, one click turns the plan into a real transaction. Connected accounts work as before: the bank feed confirms plans there.
📈 No more gaps in investment prices
If the daily price update for your investments skips a day, the next run catches up on the missed days instead of leaving holes in your price history.
🐞 Bug Fixes
- Reports now agree with what you see on shared accounts. When someone shared an account with you, cash flow, expense history, and balance trend counted only the transactions you created yourself, so the numbers disagreed with the account balance and the transaction list. They now count every transaction on accounts you have access to. Reports on your own accounts were not affected.
- Loan payments dated near midnight could land on the wrong side of the loan's starting-balance date when your timezone isn't UTC, making a payment look like it didn't reduce the loan (or reduced it when it shouldn't). The app and server now agree on the day. Loan dialogs also warn you when a payment is dated before the loan's starting balance, since those payments don't change the current balance.
📝 Code Changes
- feat: Add account skipping to all import flows & AI mapping by @letehaha in #535
- feat: add undo/rollback for import batches by @i-am-chitti in #532
- feat: Let users confirm planned transactions on manual accounts by @letehaha in #537
- feat: Backfill missed days in daily securities price sync by @letehaha in #540
- fix(stats): scope reports by account access instead of authorship by @mariofox in #520
- fix: classify loan pre-anchor payments by UTC day and warn in UI by @letehaha in 58fbebe9
- test: Optimize backend e2e test suites by @letehaha in #539
- chore: i18n by @letehaha in db1cc25a
New Contributors
Full Changelog: v0.27.3...v0.27.4
