Skip to content

v0.13.8

Latest

Choose a tag to compare

@tassionoronha tassionoronha released this 06 Jul 13:05
00d0d68

This release teaches recurring bills to reconcile with the real charges that pay them, smooths month-based navigation with a dedicated month picker and per-table page sizes, and adds German. It also fixes cross-currency FX fallbacks that never self-healed, plus rough edges in opening balances, transfer edits and the net worth chart.

Features

  • Recurring bills reconcile with real transactions. A recurring bill now links to the actual synced or imported charge that pays it (matched by account, currency, direction, exact amount, a date window around the expected occurrence and payee similarity) instead of leaving a duplicate placeholder. A new per-bill Generate transactions automatically toggle (on by default) lets a bill stay a projection until the real charge arrives. Closes #116 requested by @abdalanervoso-debug (#381) 🙏
  • Month picker for month-scoped views. The Dashboard, Budgets and Transactions month navigation now uses a dedicated 12-month grid instead of a daily calendar, since these views are scoped to a whole month. Contributed by @DannyFeliz (#389) 🎉
  • Bookmarkable dashboard month. The dashboard keeps the selected month in the URL, so you can bookmark, share or refresh straight to a specific month, consistent with the transactions page. Contributed by @DannyFeliz (#391) 🎉
  • Configurable rows per page. The Transactions page, the dashboard period card and the Import Review table let you pick how many rows to show (10/20/50/100), remembered per list. Contributed by @DannyFeliz (#390) 🎉
  • Searchable, grouped rule picker. The "Add to existing rule" selector is now a type-to-search combobox with rules grouped under category headers, so it stays easy to navigate as your rule list grows. Contributed by @DannyFeliz (#388) 🎉
  • Optional investment-asset sync per connection. Each bank connection can now skip importing provider investment holdings while still syncing accounts and transactions, defaulting to enabled to preserve existing behavior. Contributed by @RomuloGatto, from @JulioC's request (#386, #349) 🎉
  • German localization 🌍 Securo now speaks German across the app, with localized default category groups for new German-speaking workspaces. Contributed by @jorishaenseler15 (#373) 🎉

Fixes

  • Cross-currency transactions no longer stick to a fake 1:1 rate. When no FX rate was available, transactions were persisted with fx_rate_used = 1.0 and never self-healed once real rates landed. Fallbacks are no longer persisted, and affected transactions are now healed automatically as rates become available. Closes #353 reported by @benpourquoi (#382) 🙏
  • Manual opening balances preserved on edit. Editing a manual account no longer corrupts or replaces the opening-balance transaction, and its sign/date behavior stays stable (now handling negative balances too). Contributed by @ADolkun (#377) 🎉
  • Transfer categories and FX overrides on edit. Transaction edits now preserve transfer categories and clear stale manual FX overrides when the currency data changes. Contributed by @ADolkun (#378) 🎉
  • Cleaner net worth pie chart. Assets are no longer folded into an "others" slice when there's only one of a kind, avoiding adjacent gray slices. Contributed by @geeosp (#387) 🎉

Big thanks to @DannyFeliz, @RomuloGatto, @ADolkun, @geeosp and @jorishaenseler15 for the code, and to @abdalanervoso-debug, @JulioC and @benpourquoi for the ideas and reports that shaped this release 💜

Full Changelog: v0.13.7...v0.13.8