What's Changed
📄 Import several bank statements at once
The AI statement importer in MoneyMatter now takes a whole selection of files instead of one at a time. Drop in a year of monthly statements, and they land as a single review assigned to one account. Each file shows its own status while it is being read, and if one file fails, the rest still import. Retrying only re-runs the files that failed. When a batch spans more than one file, the review table gains a column showing which statement each transaction came from, and MoneyMatter flags it if the files disagree about currency.
🏦 OFX and QFX import
Banks that export OFX or QFX files can now be imported directly. The wizard walks you through file upload, account mapping, duplicate review, and results, and it uses the transaction IDs inside the file to spot rows you already have.
💳 Credit limits on connected bank accounts
Credit cards connected through a bank used to arrive with a credit limit of 0, and the field was locked. MoneyMatter now imports the limit your bank reports when you connect the account, and you can change it afterwards.
⏭️ Upcoming transactions toggle in Settings
Whether the transactions page shows the pinned Upcoming section is now also switchable from Settings → General, next to your other display preferences. The toggle on the transactions page itself still works and controls the same setting.
🐞 Bug Fixes
- Credit cards shown in your base currency had the wrong balance in the sidebar and on the Accounts page when the "subtract credit limit" setting was on. A fully drawn card read as 0, and other cards drifted away from the total on the dashboard. Accounts already in your base currency were correct, and so was the dashboard.
- Loan payments were missing from your cash flow and expense breakdown, so spending reports came out lower than what you actually paid. Net worth was right and stays unchanged: the money leaving your account is matched by the debt going down.
- Statement rows with amounts written using a typographic minus sign, which some banks use instead of a plain hyphen, failed with "Invalid amount". Those rows now import.
- Stepping back in any import wizard left you stranded: the step you came from turned into a dead end with no way forward. In the statement parser that meant re-running extraction and spending another AI call. You can now walk back and forward through CSV, statement, Wallet, and YNAB imports.
📝 Code Changes
- feat: parse several bank statements in one run by @letehaha in #449
- feat: add OFX and QFX import support by @letehaha in #547
- feat: Allow editing credit limit on bank-linked accounts by @letehaha in #574
- feat(settings): add toggle to show upcoming transactions by @letehaha in 4005e060
- fix: let the wizard stepper resume forward after stepping back by @letehaha in #453
- fix: Accept Unicode minus and dash variants as negative sign by @letehaha in #572
- fix(stats): count loan payments as expenses in spending reports by @letehaha in e44279ea
- fix(accounts): subtract refCreditLimit in base-currency display balance by @letehaha in eef525d0
- chore(i18n): new Crowdin translations by @letehaha in #571
Full Changelog: v0.27.6...v0.27.7
