Sure v0.6.5 - Bank Sync support #388

jjmata · 2025-11-29T12:39:38Z

jjmata
Nov 29, 2025
Maintainer

UPDATE: we now have a v0.6.5-hotfix.1 with a couple of critical items in it!

Full Changelog: v0.6.4...v0.6.5

Lots (and I mean lots! - take a look below!) of work happened over the last 5 weeks with a clear focus on stabilizing the early SimpleFIN support provided by @Himmelschmidt, and landing Lunch Flow as a first-class Bank Sync provider. We squeezed in last-minute beta support for Enable Banking as well - all of these behind a nice Providers refactor that meant a lot of code had to be rewritten/reshuffled. Thanks @sokie, @luckyPipewrench and @alessiocappa for all of this plumbing that is critical to get transactions flowing into the app.

On top of that there are many "quality of life" improvements like Yahoo Finance financial historical data as alternative to Twelve Data, LLM usage logging and cost estimation a collapsible UI for dashboard/reports, new locales (ca, de, es, ro) and many more ... keep reading for more details.

Onwards and upwards! 🚀 Thank you all for all the interest and continued engagement.

What's Changed

Fix SimpleFin investment holdings and comprehensive integration improvements by @Himmelschmidt in Fix SimpleFin investment holdings and comprehensive integration improvements #104
Allow disabling AI assistant by @jjmata in Allow disabling AI assistant #146
Implement an outflows section by @sokie in Implement an outflows section #220
Llm cost estimation by @sokie in Llm cost estimation #223
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation by @Copilot in Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation #225
Fix Twelve Data API parsing errors causing "Current Market Price Unknown" by @Copilot in Fix Twelve Data API parsing errors causing "Current Market Price Unknown" #224
Add OpenID Connect login support by @jjmata in Add OpenID Connect login support #77
I have created a one click deploy button for railway users 🧙‍♂️ by @MarcBlattmann in I have created a one click deploy button for railway users 🧙‍♂️ #228
Category improvements by @sokie in Category improvements #232
Fix rounding issue by @luckyPipewrench in Fix rounding issue #226
Eliminate code duplication in OIDC identity creation by @Copilot in Eliminate code duplication in OIDC identity creation #230
Simplefin sync improvements by @luckyPipewrench in Simplefin sync improvements #240
add custom s3 support storage config option by @OrangeDrangon in add custom s3 support storage config option #239
Add instructions on how to obtain Brand Logo Client ID API by @ampersandru in Add instructions on how to obtain Brand Logo Client ID API #234
Added translations for ca - Catalan by @albertsola in Added translations for ca - Catalan #238
Added instructions on where and how to obtain API key for Twelve Data by @ampersandru in Added instructions on where and how to obtain API key for Twelve Data #235
Added a clickable drop down arrow that reveals list of instructions for Twelve Data Secret Key by @ampersandru in Added a clickable drop down arrow that reveals list of instructions for Twelve Data Secret Key #247
Added a clickable drop down arrow that reveals list of instructions for Brand Fetch Client ID by @ampersandru in Added a clickable drop down arrow that reveals list of instructions for Brand Fetch Client ID #246
Add onboarding state selector for self-hosted signup by @jjmata in Add onboarding state selector for self-hosted signup #251
Providers factory by @sokie in Providers factory #250
Update pages/dashboard locales by @albertsola in Update pages/dashboard locales #255
Feature/yahoo finance by @joaofrenor in Feature/yahoo finance #123
Add support for dynamic config UI by @sokie in Add support for dynamic config UI #256
Lunchflow integration by @sokie in Lunchflow integration #259
Merchants fixes by @sokie in Merchants fixes #262
Update ai.md by @sokie in Update ai.md #263
Lunch flow improvements by @sokie in Lunch flow improvements #268
Recurring transactions by @sokie in Recurring transactions #271
Localization for an accountable group and sidebar by @albertsola in Localization for an accountable group and sidebar #257
Avoid auto-categorizing without user categories by @jjmata in Avoid auto-categorizing without user categories #261
Update styles for LLM usage filter form by @hendriksen-mark in Update styles for LLM usage filter form #285
Update Dockerfile - procps by @J4ker in Update Dockerfile - procps #286
ERB: Fix bad HTML by @DeathCamel58 in ERB: Fix bad HTML #282
Confirmation Emails: Add way to resend by @DeathCamel58 in Confirmation Emails: Add way to resend #287
Rules: Alphabetize <select>s in new rule form by @DeathCamel58 in Rules: Alphabetize <select>s in new rule form #280
FIX Read-Modify-Write issue with dynamic fields by @sokie in FIX Read-Modify-Write issue with dynamic fields #290
PWA: Settings Pages Display on md by @DeathCamel58 in PWA: Settings Pages Display on md #284
Implement Reporting tab by @sokie in Implement Reporting tab #276
PWA: Scale theme picture evenly by @DeathCamel58 in PWA: Scale theme picture evenly #295
Merchants: Display all merchants on Settings page by @DeathCamel58 in Merchants: Display all merchants on Settings page #281
Revert "Make bin/rails test pass in Dev Container" to avoid side-effects by @jjmata in Revert "Make bin/rails test pass in Dev Container" to avoid side-effects #302
PWA: DS::Menu - Place below button and center by @DeathCamel58 in PWA: DS::Menu - Place below button and center #291
Add new settings sections and update tests by @hendriksen-mark in Add new settings sections and update tests #278
PWA: Transaction UI Fixes by @DeathCamel58 in PWA: Transaction UI Fixes #283
Upgrade Ruby version to 3.4.7 by @luckyPipewrench in Upgrade Ruby version to 3.4.7 #305
Reccuring transactions pattern fix by @sokie in Reccuring transactions pattern fix #308
Add transaction dedup support for CSV imports by @sokie in Add transaction dedup support for CSV imports #304
Fix Reports transactions breakdown by @sokie in Fix Reports transactions breakdown #309
budget_category: Drop override of subcategory? by @DeathCamel58 in budget_category: Drop override of subcategory? #310
Include Redis to local development requirements by @Esteban-Bermudez in Include Redis to local development requirements #312
Lunchflow fix by @sokie in Lunchflow fix #307
Add 'all_time' period option to Period model by @hendriksen-mark in Add 'all_time' period option to Period model #279
PostHog support by @jjmata in PostHog support #313
Fix textarea display issue by @alessiocappa in Fix textarea display issue #169
Fixes & Improvements by @sokie in Fixes & Improvements #316
Remove plaid initialiser by @sokie in Remove plaid initialiser #317
ADD: Additional ES locales by @SergiSvK in ADD: Additional ES locales #294
Tweaks to ES locale by @jjmata in Tweaks to ES locale #320
Pre-fill login credentials in PikaPods demo site by @jjmata in Pre-fill login credentials in PikaPods demo site #288
No CACHE_REDIS_URL used anywhere else by @jjmata in No CACHE_REDIS_URL used anywhere else #323
Filter language selector to show only supported locales by @jjmata in Filter language selector to show only supported locales #324
Add support for manual recurring transaction creation by @sokie in Add support for manual recurring transaction creation #311
Add support to unlink lunch flow accounts by @sokie in Add support to unlink lunch flow accounts #318
PWA: Fix overflow issue with transaction edit/creation dialogue by @DeathCamel58 in PWA: Fix overflow issue with transaction edit/creation dialogue #289
added german translation (de) by @ErNobyl-1 in added german translation (de) #208
Cashflow should use default period (and related) by @jjmata in Cashflow should use default period (and related) #328
Fix title overflow issue in chats by @alessiocappa in Fix title overflow issue in chats #331
UI Improvements for Ouflows Section by @alessiocappa in UI Improvements for Ouflows Section #334
update reports date picker by @hendriksen-mark in update reports date picker #337
Fix Yahoo Finance minor unit handling by @Matthew-Kilpatrick in Fix Yahoo Finance minor unit handling #335
Support category .csv import by @jjmata in Support category .csv import #326
Add .junie/guidelines.md for JetBrains Junie/RubyMine Support by @luckyPipewrench in Add .junie/guidelines.md for JetBrains Junie/RubyMine Support #343
PWA offline error page + login page cleanup by @jjmata in PWA offline error page + login page cleanup #327
FIX holdings and exchange rate by @sokie in FIX holdings and exchange rate #345
Add support for provider selection by @sokie in Add support for provider selection #346
Add UI clarity for non-cash account balance tracking by @jjmata in Add UI clarity for non-cash account balance tracking #336
docs: add missing redis url variable in example env file by @xBlaz3kx in docs: add missing redis url variable in example env file #348
FIX - Update recurring transactions status only for new records by @alessiocappa in FIX - Update recurring transactions status only for new records #349
Simplefin enhancements v2 by @luckyPipewrench in Simplefin enhancements v2 #267
FIX AI categorization & Twelvedata currency by @sokie in FIX AI categorization & Twelvedata currency #354
Fixes 'current can't be blank' and Missing content by @luckyPipewrench in Fixes 'current can't be blank' and Missing content #357
Fetch reciprocal exchange rates when syncing market data by @jakubkottnauer in Fetch reciprocal exchange rates when syncing market data #358
Add scheduled job to sync all accounts every 24 hours by @jjmata in Add scheduled job to sync all accounts every 24 hours #330
Use TwelveData cross API for exotic exchange rates by @jakubkottnauer in Use TwelveData cross API for exotic exchange rates #356
Implement graceful partial failure in SimpleFin importer to skip problematic accounts. by @luckyPipewrench in Implement graceful partial failure in SimpleFin importer to skip problematic accounts. #362
Ensure disabled accounts remain visible for toggling by @jjmata in Ensure disabled accounts remain visible for toggling #361
Lunchflow settings family by @sokie in Lunchflow settings family #363
Track failed LLM API calls in llm_usages table by @jjmata in Track failed LLM API calls in llm_usages table #360
De‑duplicated error counts, hover‑only errors UI, and cleanup of removed modal routes/actions by @luckyPipewrench in De‑duplicated error counts, hover‑only errors UI, and cleanup of removed modal routes/actions #365
Add RO locales by @bzoicas in Add RO locales #359
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling by @luckyPipewrench in UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling #368
Fixed average cost calculation by @Valeron-T in Fixed average cost calculation #372
Rate exchange fix by @sokie in Rate exchange fix #377
Provider optimisation by @sokie in Provider optimisation #375
Fix 500 error when custom date range end date precedes start date by @Copilot in Fix 500 error when custom date range end date precedes start date #370
Improvements by @sokie in Improvements #379
Materialize holdings and refresh post‑import balances (credit/investment) by @luckyPipewrench in Materialize holdings and refresh post‑import balances (credit/investment) #367
Initial implementation of collapsible sections and re-order feature by @sokie in Initial implementation of collapsible sections and re-order feature #355

New Contributors

@MarcBlattmann made their first contribution in I have created a one click deploy button for railway users 🧙‍♂️ #228
@luckyPipewrench made their first contribution in Fix rounding issue #226
@OrangeDrangon made their first contribution in add custom s3 support storage config option #239
@ampersandru made their first contribution in Add instructions on how to obtain Brand Logo Client ID API #234
@albertsola made their first contribution in Added translations for ca - Catalan #238
@joaofrenor made their first contribution in Feature/yahoo finance #123
@J4ker made their first contribution in Update Dockerfile - procps #286
@DeathCamel58 made their first contribution in ERB: Fix bad HTML #282
@Esteban-Bermudez made their first contribution in Include Redis to local development requirements #312
@SergiSvK made their first contribution in ADD: Additional ES locales #294
@ErNobyl-1 made their first contribution in added german translation (de) #208
@Matthew-Kilpatrick made their first contribution in Fix Yahoo Finance minor unit handling #335
@xBlaz3kx made their first contribution in docs: add missing redis url variable in example env file #348
@jakubkottnauer made their first contribution in Fetch reciprocal exchange rates when syncing market data #358
@bzoicas made their first contribution in Add RO locales #359
@Valeron-T made their first contribution in Fixed average cost calculation #372

Full Changelog: v0.6.4...v0.6.5

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Sure v0.6.5 - Bank Sync support #388

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jjmata Nov 29, 2025 Maintainer

What's Changed

New Contributors

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jjmata
Nov 29, 2025
Maintainer