Compass v0.4.31

Created by @tylahfam97

Hello!

Compass 0.4.31 - Security & Trust Fixes

Auto-Update on Launch

• Compass now silently checks for updates 2.5 seconds after startup
• If a newer version is available, a modal prompt appears with the version number and release notes
• Install now downloads and installs immediately; Later dismisses the modal with no further interruption
• Manual "Check for updates" in the sidebar is unchanged and still works as before

Encryption Documentation Corrected

• The Security & Privacy FAQ in the README previously stated the database was not encrypted — this was incorrect
• The database has always been encrypted at rest using SQLCipher (AES-256) since the encrypted backend was introduced
• The encryption key is a 32-byte random value stored in Windows Credential Manager (DPAPI-backed), bound to your Windows user account
• A fallback copy is written to compass.key in the app data folder in case Credential Manager loses the entry
• README now accurately documents both data files (com.compass.app.db and compass.key), what each contains, and that both must be copied together for a complete portable backup

[DEV] Compass v0.4.31-dev

Created by @tylahfam97

Hello!

Compass 0.4.31 - Security & Trust Fixes

Auto-Update on Launch

• Compass now silently checks for updates 2.5 seconds after startup
• If a newer version is available, a modal prompt appears with the version number and release notes
• Install now downloads and installs immediately; Later dismisses the modal with no further interruption
• Manual "Check for updates" in the sidebar is unchanged and still works as before

Encryption Documentation Corrected

• The Security & Privacy FAQ in the README previously stated the database was not encrypted — this was incorrect
• The database has always been encrypted at rest using SQLCipher (AES-256) since the encrypted backend was introduced
• The encryption key is a 32-byte random value stored in Windows Credential Manager (DPAPI-backed), bound to your Windows user account
• A fallback copy is written to compass.key in the app data folder in case Credential Manager loses the entry
• README now accurately documents both data files (com.compass.app.db and compass.key), what each contains, and that both must be copied together for a complete portable backup

Compass v0.4.30

Created by @tylahfam97

Hello!

Compass 0.4.30 - Adoption, Trust & Security

Bank-Specific Import Presets

• New Select your bank panel on the Import page with 11 pre-configured presets: Chase (Checking / Savings), Chase (Credit Card), Capital One, Wells Fargo, Bank of America, Navy Federal, Discover, American Express, Venmo, Cash App, and PayPal
• Selecting a bank pre-fills column mapping for the wizard so the correct date, description, and amount columns are detected on the first import
• Each preset shows a contextual note explaining any quirks (e.g. split Debit/Credit columns, preamble summary rows)
• Preset is applied only when no saved column layout already exists for that bank's header signature — returning users are unaffected

Sign Inversion for Expense-Positive Banks

• New "Are expenses shown as positive numbers?" toggle in Step 4 of the import wizard
• Banks that export purchases as positive values (Discover, Amex, Capital One) are automatically pre-configured with sign inversion enabled via their preset
• The live amount preview in Step 4 reflects the inversion in real time before import — red for expenses, green for income
• Manual toggle available for any bank not in the preset list

SQL Statement Allowlisting (Security)

• The Rust db_execute and db_select commands now validate the SQL statement type before execution
• db_execute permits only: INSERT, UPDATE, DELETE, CREATE TABLE, CREATE INDEX, ALTER TABLE, and PRAGMA user_version =
• db_select permits only: SELECT, WITH (CTEs), PRAGMA table_info(, and PRAGMA user_version
• Any other statement type (e.g. DROP, ATTACH DATABASE, PRAGMA key) is rejected at the Rust layer before SQLite processes it — defense-in-depth against JS injection via the WebView

README Overhaul

• Rewritten hero section with a sharper positioning statement and six trust/credibility badges (platform, tech stack, local-only, no telemetry, no account required, MIT)
• Try Demo Mode is now the first content block — front and center before any feature description
• New "Why Compass Exists" section replacing the generic intro with the emotional hook explaining the alternative to cloud finance apps
• New comparison table vs. Monarch/Simplifi, Actual Budget, Firefly III, and HomeBank
• New Security & Privacy FAQ with 8 explicit Q&A entries: database location, encryption status, network activity, telemetry policy, backup instructions, uninstall behavior, data export, and developer access
• New Known Limitations table: Windows-only, CSV-only, no mobile, single currency, no shared accounts, no investment tracking
• New "Reporting Import Issues" section with instructions for filing a bug report
• Roadmap focused on financial clarity — Phase 4 "Compass Life" section removed; Phase 3 updated to lead with bank presets and import reliability

Compass v0.4.21

Created by @tylahfam97

Hello!

Compass 0.4.21 - Adoption & Polish

Demo Mode

• New Try Demo Mode button on the empty dashboard loads ~50 realistic sample transactions (2 months of income, rent, groceries, subscriptions, restaurants, gas, insurance, and more) so you can explore every feature without importing your own data

Batch Import

• Drop or select multiple CSV files at once — Compass queues them and processes each one through the wizard in sequence
• After each file completes, an "Import Next File (N remaining)" button advances to the next without returning to the home screen

Profile Selection on Launch

• On every app launch, Compass now shows a profile picker so you choose who is tracking
• Single profile with no PIN auto-selects silently (no extra step)
• Single profile with PIN shows the PIN entry screen immediately
• Multiple profiles always show the full picker

Sidebar Improvements

• Collapsible sidebar — click the chevron to collapse to icon-only mode; preference is remembered across sessions
• Nav icons added for all pages (fully navigable even when collapsed)
• Report an issue link at the bottom opens GitHub Issues directly
• Version number shown at the bottom of the sidebar

CI / Build Pipeline

• Fixed self-hosted runner failing on dev branch due to stale local git refs left by the old dev/branch_management branch
• Prune step added before checkout to clean stale remote-tracking refs and branch namespace directories automatically

Bug Fixes

• Multiple CSV files selected via the file dialog now correctly processes all queued files (second+ files were being lost due to a state reset ordering issue)
• Hardcoded private IP removed from Discord notification script — now uses APPRISE_URL GitHub secret
• index.html title updated from "Tauri + React + Typescript" to "Compass"

Step-by-Step Import Wizard

• The import flow is now a guided 6-step wizard replacing the old all-in-one mapping screen
• Step 1 — Find Data: Compass auto-detects where your column headers are and shows them as centered pills. Use − / + to shift rows if the detection is off
• Step 2 — Date: Pick the date column and see raw values parsed into readable dates in real time. Warns if a value can't be read as a date
• Step 3 — Description: Pick the merchant/payee column with live sample values
• Step 4 — Amount: Pick the amount column with live red/green currency output. Includes a toggle for banks that use separate Debit/Credit label columns instead of signed amounts
• Step 5 — Balance (optional): Opt in to import your running account balance for balance charts and low-balance alerts
• Step 6 — Preview: Summary card (row count, detected month, columns), 5-row preview table, and the final Import button
• Returning users whose bank layout was previously saved can skip straight to Preview from Step 1
• Subtle slide animations on step transitions and a polished success animation on completion

Bug Fixes

• Dates displaying one day behind — Fixed a timezone issue where ISO date strings were parsed as UTC midnight and then formatted in local time, shifting them back by one day in all US timezones. Affects the wizard, transaction list, reports, and dashboard
• Import history persisting after clearing transactions — Clearing all transactions (Dashboard) or deleting a profile now also removes the associated import session history. Clearing a single month removes only sessions that have no remaining transactions

Compass v0.4.20

Created by @tylahfam97

Hello!

Compass 0.4.10 - Import Wizard

Step-by-Step Import Wizard

• The import flow is now a guided 6-step wizard replacing the old all-in-one mapping screen
• Step 1 — Find Data: Compass auto-detects where your column headers are and shows them as centered pills. Use − / + to shift rows if the detection is off
• Step 2 — Date: Pick the date column and see raw values parsed into readable dates in real time. Warns if a value can't be read as a date
• Step 3 — Description: Pick the merchant/payee column with live sample values
• Step 4 — Amount: Pick the amount column with live red/green currency output. Includes a toggle for banks that use separate Debit/Credit label columns instead of signed amounts
• Step 5 — Balance (optional): Opt in to import your running account balance for balance charts and low-balance alerts
• Step 6 — Preview: Summary card (row count, detected month, columns), 5-row preview table, and the final Import button
• Returning users whose bank layout was previously saved can skip straight to Preview from Step 1
• Subtle slide animations on step transitions and a polished success animation on completion

Bug Fixes

• Dates displaying one day behind — Fixed a timezone issue where ISO date strings were parsed as UTC midnight and then formatted in local time, shifting them back by one day in all US timezones. Affects the wizard, transaction list, reports, and dashboard
• Import history persisting after clearing transactions — Clearing all transactions (Dashboard) or deleting a profile now also removes the associated import session history. Clearing a single month removes only sessions that have no remaining transactions

Compass v0.4.10

Created by @tylahfam97

Hello!

Compass 0.4.10 - Import Wizard

Step-by-Step Import Wizard

• The import flow is now a guided 6-step wizard replacing the old all-in-one mapping screen
• Step 1 — Find Data: Compass auto-detects where your column headers are and shows them as centered pills. Use − / + to shift rows if the detection is off
• Step 2 — Date: Pick the date column and see raw values parsed into readable dates in real time. Warns if a value can't be read as a date
• Step 3 — Description: Pick the merchant/payee column with live sample values
• Step 4 — Amount: Pick the amount column with live red/green currency output. Includes a toggle for banks that use separate Debit/Credit label columns instead of signed amounts
• Step 5 — Balance (optional): Opt in to import your running account balance for balance charts and low-balance alerts
• Step 6 — Preview: Summary card (row count, detected month, columns), 5-row preview table, and the final Import button
• Returning users whose bank layout was previously saved can skip straight to Preview from Step 1
• Subtle slide animations on step transitions and a polished success animation on completion

Bug Fixes

• Dates displaying one day behind — Fixed a timezone issue where ISO date strings were parsed as UTC midnight and then formatted in local time, shifting them back by one day in all US timezones. Affects the wizard, transaction list, reports, and dashboard
• Import history persisting after clearing transactions — Clearing all transactions (Dashboard) or deleting a profile now also removes the associated import session history. Clearing a single month removes only sessions that have no remaining transactions

Compass v0.4.0

Created by @tylahfam97

Hello!

Compass 0.4.0 - Data Ownership Update

This release brings full control over your transaction data: edit, add, and delete transactions directly in the app, undo entire imports, and export anything to CSV. The UI has also been sharpened throughout.

Edit, Add and Delete Transactions

• Click the pencil icon (or note icon if notes exist) on any transaction row to edit date, description, amount, category, and notes
• + Add button creates manual transactions (cash purchases, Venmo/Zelle payments, anything not in a bank export)
• Delete individual transactions with a single confirm
• Manual entries use a unique internal ID so they never conflict with imported rows

Import History and Undo

• Every CSV import is now recorded with filename, date, and row count
• Undo any import with one click - removes all linked transactions instantly
• Importing a duplicate file now shows a clear "Already imported" message instead of the confusing "0 imported, N skipped"

CSV Export

• Export button on the Transactions page downloads the current filtered view (respects month, all-time, and search filters) as a CSV with Date, Description, Category, Amount, Balance, and Notes columns

Reports: Custom Date Ranges

• Toggle between Month and Custom range modes in Reports
• Custom mode supports free date range selection plus quick presets: This quarter, Last quarter, Year to date, Last 12 months

Budget On-Pace Projection

• Each budget card now shows On pace for $X by month-end so you can see projected overspend before it happens, not after
• Shown in amber when approaching the limit, red when already over

Insights (formerly Agent)

• Navigation label renamed to Insights for clarity
• A dot badge appears on the sidebar when there are active warnings

Profiles tooltip

• The Profiles panel now explains what profiles are for: "Track spending per person or account separately"

Auto-Categorization

• 100+ new rules covering the most common real-world merchants: Amazon, Walmart, Instacart, Apple, Racetrac, QT, CVS, Walgreens, Waffle House, DashPass, Progressive, and many more
• 6 new system categories: Gas & Fuel, Subscriptions, Insurance, Bank Fees, Transfers, Gifts & Donations
• Description normalization — bank format noise like DD *, IC* , PP*, and *1A52U9IQ3 trailing codes are stripped before matching, so merchants are correctly identified regardless of how your bank formats the description
• Regex rule support — rules can now use regular expressions in addition to contains and starts_with
• Transfers excluded from expenses — internal bank transfers, Keep the Change, Zelle, Venmo, and credit card payments are routed to the new Transfers category and excluded from all expense totals, reports, and agent calculations

✦ Auto-Categorize Button

• One-click Auto-Categorize on the Transactions page re-runs all rules against your existing uncategorized transactions
• Uses the same batched engine as the importer — completes in under a second regardless of transaction count

Rules Manager

• New ⚙ Rules button on the Transactions page opens a full rules manager
• View all 130+ system rules and all your custom rules in one place
• Add, delete, and configure custom rules (pattern, match type, category, priority) without touching any settings

Learn from Corrections

• When you manually change a transaction's category, a "Create Rule?" prompt appears
• One click creates a permanent rule so future imports are auto-categorized correctly

Agent Insights (5 new)

• Top merchants — highlights your top 3 spending merchants this month
• Food delivery ratio — flags when delivery apps are >30% of your food budget and estimates monthly savings from cooking more
• Subscription summary — lists all detected subscription charges and their monthly total
• Paycheck expected — predicts your next deposit date based on your pay cycle (shown within a 14-day window)
• Overdraft alert — fires when Bank Fee transactions are detected this month

Compass v0.3.81

Hello, @here !

Compass 0.3.80 — Smart Categorization

Auto-Categorization

• 100+ new rules covering the most common real-world merchants: Amazon, Walmart, Instacart, Apple, Racetrac, QT, CVS, Walgreens, Waffle House, DashPass, Progressive, and many more
• 6 new system categories: Gas & Fuel, Subscriptions, Insurance, Bank Fees, Transfers, Gifts & Donations
• Description normalization — bank format noise like DD *, IC* , PP*, and *1A52U9IQ3 trailing codes are stripped before matching, so merchants are correctly identified regardless of how your bank formats the description
• Regex rule support — rules can now use regular expressions in addition to contains and starts_with
• Transfers excluded from expenses — internal bank transfers, Keep the Change, Zelle, Venmo, and credit card payments are routed to the new Transfers category and excluded from all expense totals, reports, and agent calculations

✦ Auto-Categorize Button

• One-click Auto-Categorize on the Transactions page re-runs all rules against your existing uncategorized transactions
• Uses the same batched engine as the importer — completes in under a second regardless of transaction count

Rules Manager

• New ⚙ Rules button on the Transactions page opens a full rules manager
• View all 130+ system rules and all your custom rules in one place
• Add, delete, and configure custom rules (pattern, match type, category, priority) without touching any settings

Learn from Corrections

• When you manually change a transaction's category, a "Create Rule?" prompt appears
• One click creates a permanent rule so future imports are auto-categorized correctly

Agent Insights (5 new)

• Top merchants — highlights your top 3 spending merchants this month
• Food delivery ratio — flags when delivery apps are >30% of your food budget and estimates monthly savings from cooking more
• Subscription summary — lists all detected subscription charges and their monthly total
• Paycheck expected — predicts your next deposit date based on your pay cycle (shown within a 14-day window)
• Overdraft alert — fires when Bank Fee transactions are detected this month

Compass v0.3.80

Hello, @here !

Compass 0.3.80 — Smart Categorization

Auto-Categorization

• 100+ new rules covering the most common real-world merchants: Amazon, Walmart, Instacart, Apple, Racetrac, QT, CVS, Walgreens, Waffle House, DashPass, Progressive, and many more
• 6 new system categories: Gas & Fuel, Subscriptions, Insurance, Bank Fees, Transfers, Gifts & Donations
• Description normalization — bank format noise like DD *, IC* , PP*, and *1A52U9IQ3 trailing codes are stripped before matching, so merchants are correctly identified regardless of how your bank formats the description
• Regex rule support — rules can now use regular expressions in addition to contains and starts_with
• Transfers excluded from expenses — internal bank transfers, Keep the Change, Zelle, Venmo, and credit card payments are routed to the new Transfers category and excluded from all expense totals, reports, and agent calculations

✦ Auto-Categorize Button

• One-click Auto-Categorize on the Transactions page re-runs all rules against your existing uncategorized transactions
• Uses the same batched engine as the importer — completes in under a second regardless of transaction count

Rules Manager

• New ⚙ Rules button on the Transactions page opens a full rules manager
• View all 130+ system rules and all your custom rules in one place
• Add, delete, and configure custom rules (pattern, match type, category, priority) without touching any settings

Learn from Corrections

• When you manually change a transaction's category, a "Create Rule?" prompt appears
• One click creates a permanent rule so future imports are auto-categorized correctly

Agent Insights (5 new)

• Top merchants — highlights your top 3 spending merchants this month
• Food delivery ratio — flags when delivery apps are >30% of your food budget and estimates monthly savings from cooking more
• Subscription summary — lists all detected subscription charges and their monthly total
• Paycheck expected — predicts your next deposit date based on your pay cycle (shown within a 14-day window)
• Overdraft alert — fires when Bank Fee transactions are detected this month

Compass v0.3.79

Hello, @here !

Compass 0.3.79

• Branded installer — The Windows setup wizard now shows the Compass logo, navy and gold colour scheme on the Welcome, Finish, and all inner installer pages (both NSIS .exe and WiX .msi)

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Compass 0.3.7

New Features

• Running Balance: Import your bank's Running Balance column — shown in transactions, dashboard balance card with sparkline, and a Balance Over Time chart in Reports
• All Accounts Overview: New "Overview" page shows all profiles side-by-side with current balance, this-month income/expenses, and a mini balance sparkline per account. Clicking a card switches to that profile
• Custom Categories: Add, edit, and delete your own categories directly from the Transactions page (system categories remain protected)

Transactions

• Added All time toggle to view every transaction regardless of month
• Balance column now shown in the transaction table (populated when Running Balance was imported)
• Transactions table now scrolls correctly with all rows visible
• 500-row cap with notice to prevent browser freeze on large datasets

Imports

• Running Balance column auto-detected and mapped as an optional field
• Preview table shows the balance column when mapped

UI

• Wider default window (1600×1000) for a more spacious layout
• All pages now center within the wider window
• Subtle gold border on the sidebar divider
• Very light wavy background texture for a more polished feel

Dashboard

• Account balance card with mini sparkline for the selected month
• AI Agent now generates low-balance and short-runway insights when balance data is present

Bug Fixes

• Fixed DB migration error ("table column_profiles has no column named balance_col")
• Improved release pipeline reliability and asset upload stability