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v0.4.0 — Dashboard & Financial Insights

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@sparshsam sparshsam released this 20 Jun 03:42
42d9410

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