v0.5.0 — Budgets & Goals

v0.5.0 — Budgets & Goals

Features

• Monthly category budgets with create, edit, delete, progress bars, and overspending warnings
• Savings goals with target amounts, progress tracking, contribution support, and optional target dates
• Dashboard widgets: budget summary, over-budget categories, goal progress
• Budgets and Goals navigation sections with full CRUD
• Cloud backup includes budgets and goals in payload and restore preview
• Budget and goal finance helpers with 13 new unit tests

Full Changelog

v0.4.0...v0.5.0

v0.4.0 — Dashboard & Financial Insights

v0.4.0 — Dashboard & Financial Insights

Features

• Redesigned dashboard with financial summary cards (income, expenses, net cash flow, net worth)
• SVG charts: spending by category, income vs expenses, account balance distribution, monthly trend
• Improved transactions view with search, date range filter, account/category/type filters, and sortable columns
• Insights panel: largest expense this month, top spending category, month-over-month change, possible recurring transactions, low balance warnings
• Empty states for accounts, transactions, charts, guest mode guidance, and cloud backup guidance

Technical

• Finance engine helpers (totals, grouping, insights, trends) with 28 unit tests
• Pure SVG chart components with accessibility labels and empty-state fallbacks
• All computations are local derivations from in-memory state. No changes to persistence, backup, auth, or storage keys.

Full Changelog

v0.3.0...v0.4.0

OpenLedger v0.3.0 — Cloud Backup & Manual Sync

v0.3.0 — Cloud Backup & Manual Restore

Local-first preserved. No automatic sync. No breaking changes.

New

• Manual cloud backup for signed-in users
• Cloud restore with preview and confirmation dialog
• Delete cloud backup
• Last backup timestamp display

Technical

• openledger_backups table with RLS (users can only access own backups)
• Backup payload: accounts, transactions, categories, budgets, goals
• Migration applied to shared Elora Supabase project

How to use

1. Sign in via email OTP or Google
2. Open the Cloud Backup panel
3. Click "Back up to cloud" to save your local ledger
4. On another device or after clearing data, sign in and click "Preview & restore"
5. Confirm to replace local data with the cloud backup

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Full changelog: v0.2.0...v0.3.0