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v0.27.6 – Budget filter, remembered filters & portfolio history links

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@letehaha letehaha released this 07 Sep 10:12
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What's Changed

🔍 Filter transactions by budget

The transactions page in MoneyMatter has a new Budgets filter. Pick one or more budgets and the list shows only the transactions linked to them. Filters and sorting on this page also survive navigation now: open a transaction, go to its account, come back, and the list looks the way you left it. They reset when you close the tab.

📈 Link old transactions to a portfolio without changing its cash

When you link a transaction to a portfolio, the dialog has a new option: "Portfolio balance already includes this money". Use it for transfers that happened before you set up the portfolio with its current balance. The transfer counts toward your contribution history, and the portfolio's cash stays where it is. These transfers carry a "No cash impact" badge in the portfolio's cash transactions list, and unlinking one leaves the balance untouched.

✨ Improvements

  • Long lists load as you scroll instead of behind a "Load more" button: the transfer link dialog, a loan's recent payments, a budget's transactions, and a portfolio's cash transactions.
  • Monobank accounts you use often now sync first. Before, when a rarely used account on the same token was catching up on months of history, the active account waited behind it.

🐞 Bug Fixes

  • Multi-select dropdowns (the tags filter, the new budgets filter) on narrow screens were forced to open upward, so a field near the top of the screen had its list cut off. They now open on whichever side has room. Desktop was not affected.
  • The Budgets page hid the "Show archived" toggle when every budget was archived, so you could not reach them. The toggle now stays visible.

🤖 API: automations for API-created transactions

Transactions created through the API can now run your automations. Pass applyAutomations: true on POST /transactions to opt in. Manual entries in the app are unchanged. Closes #542.

📝 Code Changes

  • feat: Link transactions to portfolios without touching cash balance by @letehaha in #568
  • feat: Opt-in applyAutomations flag on POST /transactions by @letehaha in #567
  • feat: Filter transactions by linked to the budgets by @letehaha in #566
  • feat: Use infinite loading instead of "more" buttons by @letehaha in #565
  • feat: Prioritize recently active Monobank accounts in sync queue by @letehaha in #564
  • chore: i18n by @letehaha in 6221a8de

Full Changelog: v0.27.5...v0.27.6