Releases: lumargh/obsidian-budgets
Releases · lumargh/obsidian-budgets
Release list
1.4.0
- Recurring expenses and income sources moved into Manage — Review keeps the month ritual and its ledgers.
- Expense detail editor always offers a Category field, so uncategorized imports can be filed straight from the unfurled row.
- Today shows both charts (spending pace and allocation) side by side on full-width panes; narrower panes keep the flip arrow.
- Bill envelopes pair two figures: what has accrued this month, and what is still locked away for unpaid bills.
1.3.0
- Move money now caps at the envelope's available figure — the same number its card shows — instead of the whole month's remainder. The All/Half chips, previews and cover-shortage all follow it.
- The logger shows an envelope's move history, so you can see where its money has come from and gone.
- An overspent envelope reads as its real deficit instead of $0.
1.2.1
Fixes a crash that left the Envelopes pane blank when Hover Editor (or any plugin that reads a view's header element) was enabled. The view was declaring its own headerEl field, which shadowed the property Obsidian sets on every ItemView.
Render failures now show an error in the pane instead of leaving it empty.
1.2.0
Settings now appear in Obsidian's settings search (1.13+) via the declarative settings API; the classic settings tab still renders on older versions.
Also in this release: actual spend is shown beside each target in the history table, and any tiled envelope can be restored to full size.
1.1.1
Envelopes 1.1.1
Moving money now behaves like moving physical dollars.
Fixed
- Moves are capped by the envelope's balance, not the day's allowance. An envelope holding $40 could only hand over what pacing had released so far — often a couple of dollars — so "All available" offered $2.50 of a $40 envelope and rejected anything more. It now offers the whole $40.
- Money moved in lands in full, today. A move is recorded as a dated lump that changes hands whole, but only target-paced envelopes honoured that; a burn-paced destination re-spread the money across the rest of the month, so moving $37.76 raised what that envelope could spend today by about $2. Both pace modes now hand the full amount over on arrival. Money moved out still just leaves the envelope, and burn re-spreads whatever remains.
- The move dialog and the envelope cards now agree. The dialog spoke in "available today" while the cards showed balances — early in a month under target pacing those differ by nearly a whole month's target, so the same envelope could read −$786 on its card and −$1,065 in the dialog. Both now show the balance, with a caption saying so.
- "Cover shortage" is now simply the size of the hole — move that amount and the envelope lands at exactly zero.
- The default destination now finds overdrawn burn-paced envelopes, which were previously never offered.
Internal
- Dropped a per-keystroke engine probe the move preview no longer needs; balances are exact arithmetic.
1.1.0
Envelopes 1.1.0
Advisor
- New advisor engine reads your last 12 months and suggests concrete plan changes, each with evidence, a one-click apply, and its effect on your savings rate: repeat overruns, chronic underspend, a savings-gap closer, bill price creep, and volatility (budgeting the worst month instead of a typical one).
- Surfaced atop the Plan tab while planning and in Review's "plan next month" section.
- Plan rows show "was $X last month" when a target changed; unfurling a row draws 12 months of spend bars under the target step line.
- Expenses can be flagged one-off: they still count in their month, but averages, suggestions, and advice skip them.
Spending map
- Places tab: an OpenStreetMap view of where money goes, one dot per spot sized by spend; pin a vendor once and every charge from it lands on the map.
- Map picker with search, GPS, pasted coordinates, and a draggable pin; unpinned vendors seed the search with their own name.
- Vendors can be marked online merchants or hidden from the unplaced list, with a restorable "set aside" fold.
Today
- Envelopes with nothing available today tile down automatically; envelopes still holding money for unpaid bills stay full-size.
- Cards can be hand-shrunk to tiles (hover control) and restored (hover icon or long-press).
Fixes
vendor:frontmatter written as a YAML list (Obsidian's property editor style) now parses.- Moving an envelope's exact available amount no longer trips a false "only $X available" error.
- Review trend gained a month axis and clickable points; move dialogs, merge input width, and various polish.