Sure v0.7.6 — Clearer spending, smarter rules, and better backups

[jjmata]

With this monthly release (we haven't missed that cadence in more than a year!) Sure now helps you understand what changed in your spending and see your loans in greater detail. From the balance remaining to how each payment divides between principal, interest and insurance. It also brings more control over transaction categorization, improvements to Bills, and expanded backup and restore tools.

See what's different in your spending

The new Spending vs normal visualization compares your spending with your own history. A category treemap shows where your money went, while a ranked list highlights what increased or decreased. Open a category to explore the transactions behind the change. Enable preview features to try it! 🚀

See where your money went—and which categories changed most compared with your usual spending.

Get a clearer picture of your loans

Loan accounts now go beyond a remaining balance. See your loan graphically alongside the original repayment schedule and a projection from today, with a breakdown of principal and interest over the life of the loan.

The expanded overview brings together your interest rate, monthly payment, term, insurance costs and projected payoff date. Explore the repayment schedule payment by payment; for adjustable-rate loans, recorded rate changes are reflected in the schedule.

Follow your mortgage from today's balance to projected payoff, with principal, interest and repayment details in one place.

Control over categorization, and more!

Test the token-free Bayes classifier against your own history, inspect its results, and tune its settings. Merchant matching and category classification now participate in the ordered rules list. Drag rules to choose their order, use Stop processing for exceptions, and split recurring transactions by amount or percentage.

Hide dashboard widgets you do not need, drag accounts into your preferred order, and filter account activity by category, tag, merchant or transaction type. Amount fields support calculator expressions and comma decimals. The Flutter mobile app gains a read-only Budgets screen with month navigation, category progress, rollover amounts and transaction drill-down.

The expanded backup tooling covers the database, local uploads, configuration and version information, with restore and rollback workflows, scheduled backups and optional off-site copies. It builds on the database-only backup sidecar from 0.7.5.

Uploads stored in external object storage are not included and need their own backup. Backup folders contain configuration secrets and must be kept private.

Product-improvement monitoring

⚠️ We added monitoring to help improve features such as the new Sankey chart and to understand how they are used. Self-hosters can turn off this anonymous product-improvement monitoring by setting POSTHOG_FEEDBACK_ENABLED=false in the environment. ⚠️

Plus ...

• Goals: fund a goal across currencies, with original and converted amounts and explicit warnings when exchange rates are missing.
• Bills and cards: clearer Bills drawers, payment flows and overdue states; a credit-card statement-cycle overview shows the last closed statement, spending since then and the payment due date—not automatic card-payment bills.
• Insights: consistent, fact-based text without LLM narration calls; Dig in with AI prepares an editable Assistant question for you to send.
• Connections: Chimnie for UK property valuations, plus Polkadot and Cosmos Hub wallet tracking.
• Investments and sync: stock-split handling, improved trade-fee accounting, broader Trade Republic history and bond support, and fixes across Kraken, Plaid, Enable Banking, SnapTrade and other providers.
• Transfers: review pending matches, turn off auto-matching, and improve matching on confirmed cross-currency routes.
• API and external assistants: transaction-split endpoints, richer transaction fields, more category and transfer tools, and rule tools with a mandatory preview.
• Privacy and access: tighter account-sharing enforcement, file-access checks, guest restrictions and session handling.

Thank you to everyone contributing code, testing, bug reports and feedback.

What's Changed

• Fix Disconnect and saves in Bank sync connection rows by @gariasf in Fix Disconnect and saves in Bank sync connection rows #3844
• Make "Really free" read as the cash panel's answer by @gariasf in Make "Really free" read as the cash panel's answer #3878
• Update the insights lightbulb badge live on dismiss and refresh by @gariasf in Update the insights lightbulb badge live on dismiss and refresh #3880
• Give Bills' Next up strip a focus ring and one padding scale by @gariasf in Give Bills' Next up strip a focus ring and one padding scale #3877
• Give each Income plan period one hero figure by @gariasf in Give each Income plan period one hero figure #3879
• Let the third-currency reports test run on a month's first two days by @gariasf in Let the third-currency reports test run on a month's first two days #3902
• fix(transactions): cache only IDs of upcoming recurring transactions by @gfr-free in fix(transactions): cache only IDs of upcoming recurring transactions #3907
• Let users hide dashboard widgets from a Customize mode by @gariasf in Let users hide dashboard widgets from a Customize mode #3860
• Open bills in the drawer instead of expanding the row by @gariasf in Open bills in the drawer instead of expanding the row #3885
• feat(transactions): create a category from the list's quick category picker by @scragnog in feat(transactions): create a category from the list's quick category picker #3772
• Fix demo loan schedules inside generation transactions by @jjmata in Fix demo loan schedules inside generation transactions #3933
• Define date.formats.short_with_year for every locale by @gariasf in Define date.formats.short_with_year for every locale #3918
• Show a dated bill row's due date where its rail is hidden by @gariasf in Show a dated bill row's due date where its rail is hidden #3901
• Show the Income plan AI chips only when there is a plan by @gariasf in Show the Income plan AI chips only when there is a plan #3917
• Hide the bills month pulse and AI prompts on an empty page by @gariasf in Hide the bills month pulse and AI prompts on an empty page #3905
• Fix Back for drawers, modals, the period picker and URL rewrites by @gariasf in Fix Back for drawers, modals, the period picker and URL rewrites #3886
• Stack the bills pay-period band on narrow lists by @gariasf in Stack the bills pay-period band on narrow lists #3928
• Keep bills banner and notices to the bills the page lists by @gariasf in Keep bills banner and notices to the bills the page lists #3922
• Money paste follow-ups: separator hint and symbol drift test by @BernatSR in Money paste follow-ups: separator hint and symbol drift test #3882
• Fix Bills locale test to target the occurrence drawer link by @sure-admin in Fix Bills locale test to target the occurrence drawer link #3938
• Use the config key Rails documents, so a local run comes back clean by @mikaelhm in Use the config key Rails documents, so a local run comes back clean #3910
• Fix Stripe error on demo family deletion by @sentry[bot] in Fix Stripe error on demo family deletion #3896
• Keep the money field's currency handler next to the transaction form's action by @gfr-free in Keep the money field's currency handler next to the transaction form's action #3916
• fix(kraken): a crypto ledger row moves units, not cash by @dgsardina in fix(kraken): a crypto ledger row moves units, not cash #3875
• fix(onchain): let Track selected assets submit on self-hosted installs by @ly0va in fix(onchain): let Track selected assets submit on self-hosted installs #3940
• fix(transactions): stop Cancel in Convert to trade from converting by @ly0va in fix(transactions): stop Cancel in Convert to trade from converting #3941
• Bump Pipelock CI action to v3.6.0 by @luckyPipewrench in Bump Pipelock CI action to v3.6.0 #3951
• Add Hosted usage overview and daily web preview event by @jjmata in Add Hosted usage overview and daily web preview event #3939
• fix: remember exact release highlight acknowledgements by @sure-admin in fix: remember exact release highlight acknowledgements #3961
• Give the bills overview one focus ring and readable autopay rows by @gariasf in Give the bills overview one focus ring and readable autopay rows #3911
• Hide the bills month pulse on a page of only paused bills by @gariasf in Hide the bills month pulse on a page of only paused bills #3923
• Show a bill row's verb only when the bill needs you now by @gariasf in Show a bill row's verb only when the bill needs you now #3947
• fix(enable_banking): tell id-less rows that share a content hash apart by @dgsardina in fix(enable_banking): tell id-less rows that share a content hash apart #3913
• Revert "fix(enable_banking): tell id-less rows that share a content hash apart" by @jjmata in Revert "fix(enable_banking): tell id-less rows that share a content hash apart" #3982
• docs: show the migration version the provider generator actually emits by @jaysbeekay in docs: show the migration version the provider generator actually emits #3622
• feat(ai): support Gemini 3 models and preserve tool call thought signatures by @nareddyt in feat(ai): support Gemini 3 models and preserve tool call thought signatures #3979
• Line bill rows up with their headers and stack review rows on phones by @gariasf in Line bill rows up with their headers and stack review rows on phones #3921
• Give every bill row one date rail and one subline order by @gariasf in Give every bill row one date rail and one subline order #3955
• Cover the short paycheck's legend, which keys only its shortfall by @gariasf in Cover the short paycheck's legend, which keys only its shortfall #4011
• Stop calling a paused bill's leftover overdue anywhere by @gariasf in Stop calling a paused bill's leftover overdue anywhere #3971
• Fold the bill's page into its drawer by @gariasf in Fold the bill's page into its drawer #3981
• Build the bills notices and review queues like the bill sections by @gariasf in Build the bills notices and review queues like the bill sections #3957
• Make small balance movements legible in time-series charts. by @joaocbatista in Make small balance movements legible in time-series charts. #3906
• fix(plaid): hold the exchange when re-linking a connected institution by @cgmccurdy in fix(plaid): hold the exchange when re-linking a connected institution #3658
• fix(kraken): space out requests against the private endpoint rate limit by @dgsardina in fix(kraken): space out requests against the private endpoint rate limit #3756
• fix(kraken): a buy is money out and a sell is money in, not the reverse by @dgsardina in fix(kraken): a buy is money out and a sell is money in, not the reverse #3757
• fix(crypto): open an exchange account at zero, dated before its history, in the family currency by @dgsardina in fix(crypto): open an exchange account at zero, dated before its history, in the family currency #3789
• feat(ai-health): let admins set the health check timeout under Self-Hosting by @gfr-free in feat(ai-health): let admins set the health check timeout under Self-Hosting #4019
• Enqueue scheduled cron jobs as ActiveJob payloads by @gfr-free in Enqueue scheduled cron jobs as ActiveJob payloads #3768
• Allow transaction-to-trade conversion for crypto exchange accounts by @BeastOrange in Allow transaction-to-trade conversion for crypto exchange accounts #3936
• Fix double-counted entry when its date moves later by @jubbakka in Fix double-counted entry when its date moves later #3967
• Rebuild the account from the submission when a create fails late by @jaysbeekay in Rebuild the account from the submission when a create fails late #3733
• Fix Income plan with unknown cash balance by @sure-admin in Fix Income plan with unknown cash balance #3868
• fix(sync): keep a locked date and amount when a provider sync re-imports a transaction by @gfr-free in fix(sync): keep a locked date and amount when a provider sync re-imports a transaction #3989
• Show what each scheduled payment is made of in the loan chart tooltip by @jaysbeekay in Show what each scheduled payment is made of in the loan chart tooltip #4006
• Prevent guests from mutating family configuration by @ryandnurh in Prevent guests from mutating family configuration #4004
• Keep the native currency in transfer-only daily totals by @BeastOrange in Keep the native currency in transfer-only daily totals #3937
• fix(imports): require account write access to publish or revert an import by @gfr-free in fix(imports): require account write access to publish or revert an import #3998
• fix(enable_banking): bind the OAuth state to the browser session by @gfr-free in fix(enable_banking): bind the OAuth state to the browser session #3996
• fix(currencies): add USDT entry to config/currencies.yml (Missing USDT currency causing error #3949) by @0xifarouk in fix(currencies): add USDT entry to config/currencies.yml (#3949) #3950
• Start linked investment charts at the pre-activity balance by @ryandnurh in Start linked investment charts at the pre-activity balance #4009
• feat(categories): choose a parent when creating a category inline by @scragnog in feat(categories): choose a parent when creating a category inline #3774
• fix(rules): offer the rule prompt unless an existing rule already covers the transaction by @scragnog in fix(rules): offer the rule prompt unless an existing rule already covers the transaction #3796
• feat(dashboard): sort the preview cash-flow Sankey by amount by @scragnog in feat(dashboard): sort the preview cash-flow Sankey by amount #3798
• feat(mcp): add set_opening_balance tool by @scragnog in feat(mcp): add set_opening_balance tool #3820
• fix(recurring): prevent N+1 in GenerateRecurringOccurrencesJob by @sentry[bot] in fix(recurring): prevent N+1 in GenerateRecurringOccurrencesJob #4024
• fix(holdings): an acquisition fee is part of what the position cost by @dgsardina in fix(holdings): an acquisition fee is part of what the position cost #3758
• fix(kraken): one security per asset, not one per trading pair by @dgsardina in fix(kraken): one security per asset, not one per trading pair #4023
• Allow categorizing investment/loan transfer transactions by @gfr-free in Allow categorizing investment/loan transfer transactions #3719
• fix(plaid): anchor an investment balance on the holdings' price date by @dgsardina in fix(plaid): anchor an investment balance on the holdings' price date #3874
• feat(sync): warn when the balance anchor is dated away from the holdings by @dgsardina in feat(sync): warn when the balance anchor is dated away from the holdings #3876
• fix(bills): match recurring transfers to the transfers that pay them by @scragnog in fix(bills): match recurring transfers to the transfers that pay them #3932
• Drop invalid previous: option on PlaidAccount holdings encryption by @megan-holstein in Drop invalid previous: option on PlaidAccount holdings encryption #4059
• Give a colourless goal's ring a real fallback colour by @jaysbeekay in Give a colourless goal's ring a real fallback colour #4032
• fix(trade-republic): Trade Republic bond valuation using percent-of-par prices by @Simoneu01 in fix(trade-republic): Trade Republic bond valuation using percent-of-par prices #4020
• Fix investment-transfer follow-ups from Allow categorizing investment/loan transfer transactions #3719 by @gfr-free in Fix investment-transfer follow-ups from #3719 #4064
• Fix the README's broken badge and refresh its hero screenshot by @gariasf in Fix the README's broken badge and refresh its hero screenshot #4100
• fix(enable_banking): keep multi-currency accounts in their own currency by @Simoneu01 in fix(enable_banking): keep multi-currency accounts in their own currency #4077
• Show What's new in a DS::Dialog once no drawer or modal is open by @gariasf in Show What's new in a DS::Dialog once no drawer or modal is open #4021
• Frame the bills lists so their shells show in light mode by @gariasf in Frame the bills lists so their shells show in light mode #4091
• Lead the bills overview with the bills, late ones first by @gariasf in Lead the bills overview with the bills, late ones first #4092
• Lay out the bills header and switcher like Transactions by @gariasf in Lay out the bills header and switcher like Transactions #4094
• Give the bill forms the inputs every other form uses by @gariasf in Give the bill forms the inputs every other form uses #4095
• Use the app's words for creating, pausing and opening bills by @gariasf in Use the app's words for creating, pausing and opening bills #4096
• Lead the bill drawer with its figure and use one eyebrow style by @gariasf in Lead the bill drawer with its figure and use one eyebrow style #4098
• Date snoozed bills by their snoozed date in month totals and the plan by @gariasf in Date snoozed bills by their snoozed date in month totals and the plan #4106
• Keep one family's merchant changes off shared provider merchants by @gfr-free in Keep one family's merchant changes off shared provider merchants #3824
• Scope AI-detected merchant creation to the family by @gfr-free in Scope AI-detected merchant creation to the family #3843
• Stop fetching prices for securities no account still holds by @jaysbeekay in Stop fetching prices for securities no account still holds #3888
• Apply stock splits to holdings by @jaysbeekay in Apply stock splits to holdings #3850
• Fix reports page touch jitter and iOS Safari scroll freeze by @gfr-free in Fix reports page touch jitter and iOS Safari scroll freeze #3132
• Currency ETH Addition by @peledies in Currency ETH Addition #2940
• fix(enable-banking): don't import a movement twice when the identifier arrives late by @albertinisg in fix(enable-banking): don't import a movement twice when the identifier arrives late #3462
• fix(trade-republic): import timeline history beyond 50 pages by @nielseulink in fix(trade-republic): import timeline history beyond 50 pages #4072
• Stop streaming the Enable Banking panel to the family by @jaysbeekay in Stop streaming the Enable Banking panel to the family #4044
• feat(transfers): add common writer condition for auto-matching transfers by @jubbakka in feat(transfers): add common writer condition for auto-matching transfers #3722
• fix(chat): gate chat page behind AI consent and surface OpenAI stream errors by @gfr-free in fix(chat): gate chat page behind AI consent and surface OpenAI stream errors #3767
• fix(insights): keep private and unshared accounts out of the shared feed by @gfr-free in fix(insights): keep private and unshared accounts out of the shared feed #4061
• Share one pending predicate, and classify investment cash movements in one place by @jaysbeekay in Share one pending predicate, and classify investment cash movements in one place #3557
• feat(lunchflow): toggle to read credit card balance as available credit by @scragnog in feat(lunchflow): toggle to read credit card balance as available credit #3948
• fix: Preserve currency separators across locales by @OscarCaamal in fix: Preserve currency separators across locales #3651
• Pin the skipped-occurrence review test to mid-month by @gariasf in Pin the skipped-occurrence review test to mid-month #4108
• Reject null bytes in rule fields by @BeastOrange in Reject null bytes in rule fields #4109
• fix(trade-republic): import unmapped card, stamp duty and bonus events by @Simoneu01 in fix(trade-republic): import unmapped card, stamp duty and bonus events #4038
• fix(onchain): revalue idle wallets at the latest price by @FournyP in fix(onchain): revalue idle wallets at the latest price #4067
• fix(statements): read period and balances from statement PDF text by @Simoneu01 in fix(statements): read period and balances from statement PDF text #4054
• fix(trade-republic): book order cash legs at the detail total by @Simoneu01 in fix(trade-republic): book order cash legs at the detail total #4104
• fix(trade-republic): log order executions that can't be imported yet by @Simoneu01 in fix(trade-republic): log order executions that can't be imported yet #4105
• feat(onchain): track Polkadot (DOT) wallets by @FournyP in feat(onchain): track Polkadot (DOT) wallets #4071
• feat(onchain): track Cosmos Hub (ATOM) wallets by @FournyP in feat(onchain): track Cosmos Hub (ATOM) wallets #4070
• Submit import file forms via Turbo to fix empty iPhone uploads by @itsLeonB in Submit import file forms via Turbo to fix empty iPhone uploads #4085
• feat(dashboard): show the preview cash-flow Sankey by account by @scragnog in feat(dashboard): show the preview cash-flow Sankey by account #3799
• fix(trade-republic): resolve bonds by ISIN and import bond purchases by @nielseulink in fix(trade-republic): resolve bonds by ISIN and import bond purchases #4060
• Stop broadcasting provider cards to the whole family by @jaysbeekay in Stop broadcasting provider cards to the whole family #4046
• fix(trade-republic): read the exact share price from trade details by @Simoneu01 in fix(trade-republic): read the exact share price from trade details #4111
• fix(trade-republic): match the statement for bonus units and stamp duty by @Simoneu01 in fix(trade-republic): match the statement for bonus units and stamp duty #4116
• fix(reports): bust report caches when categories are merged or replaced by @joshiarnav in fix(reports): bust report caches when categories are merged or replaced #3604
• fix(trading212): book trades in the instrument currency by @stepanbeseda in fix(trading212): book trades in the instrument currency #4140
• fix(kraken): take a trade's quantity and cash from the ledger by @dgsardina in fix(kraken): take a trade's quantity and cash from the ledger #4086
• fix(kraken): sum a staked and a spot balance of one asset into one holding by @rtammekivi in fix(kraken): sum a staked and a spot balance of one asset into one holding #4137
• fix(snaptrade): support option contracts and prioritize option_symbol by @nareddyt in fix(snaptrade): support option contracts and prioritize option_symbol #3744
• Stop broadcasting account rows to the whole family by @jaysbeekay in Stop broadcasting account rows to the whole family #4050
• Show a member only the provider accounts shared with them by @jaysbeekay in Show a member only the provider accounts shared with them #4048
• fix(trades): count fees in gains and treat a missing rate as unknown by @dgsardina in fix(trades): count fees in gains and treat a missing rate as unknown #4033
• fix(reports): invalidate entry caches when categories change by @joshiarnav in fix(reports): invalidate entry caches when categories change #4124
• Add BalanceSheet::NetWorthVelocity for net worth pace by @jaysbeekay in Add BalanceSheet::NetWorthVelocity for net worth pace #4083
• Count dividend and interest income in investment totals by @jaysbeekay in Count dividend and interest income in investment totals #4082
• Apply transfer kinds only when an auto-match is confirmed by @shkarinn in Apply transfer kinds only when an auto-match is confirmed #3762
• test(snaptrade): include fees in option gain expectations by @joshiarnav in test(snaptrade): include fees in option gain expectations #4145
• fix(ibkr): record a trade's commission as its fee, not as a separate transaction by @dgsardina in fix(ibkr): record a trade's commission as its fee, not as a separate transaction #4148
• Add Chimnie provider for UK property valuations by @ljefferies98 in Add Chimnie provider for UK property valuations #4135
• feat(sophtron): add balance sign override functionality for credit cards by @jonerrr in feat(sophtron): add balance sign override functionality for credit cards #4142
• Reject zero and invalid exchange rates for every provider by @gfr-free in Reject zero and invalid exchange rates for every provider #3790
• Skip account sync for descriptive transaction edits by @gfr-free in Skip account sync for descriptive transaction edits #4001
• Group the latest provider import day once in current holdings by @mrvruj in Group the latest provider import day once in current holdings #4118
• Keep a daily holding row for SimpleFIN and Lunchflow by @mrvruj in Keep a daily holding row for SimpleFIN and Lunchflow #4119
• Improve demo family refresh email readability by @sure-admin in Improve demo family refresh email readability #4126
• feat(API): Add API endpoints for transaction splits by @georanma in feat(API): Add API endpoints for transaction splits #4117
• feat(rules): run rules in a fixed order with "stop processing" by @gfr-free in feat(rules): run rules in a fixed order with "stop processing" #4013
• feat(mcp): rule tools with a mandatory preview by @scragnog in feat(mcp): rule tools with a mandatory preview #3990
• Add an "mcp_only" assistant type: no in-app chat, MCP stays available by @enieuwy in Add an "mcp_only" assistant type: no in-app chat, MCP stays available #4147
• Auto-match cross-currency transfers on routes the user has confirmed by @shkarinn in Auto-match cross-currency transfers on routes the user has confirmed #3702
• feat(mcp): add unmatch_transfer tool by @scragnog in feat(mcp): add unmatch_transfer tool #4157
• fix(ai): replay each in-flight tool round as its own message pair by @josh-sanders in fix(ai): replay each in-flight tool round as its own message pair #4133
• Fix MCP rule previews after matching scope rename by @sure-admin in Fix MCP rule previews after matching scope rename #4163
• Add attachments filter to transactions list by @romanzipp in Add attachments filter to transactions list #4161
• Keep detected income out of the Bills suggestion strip by @thewillwilson in Keep detected income out of the Bills suggestion strip #3675
• 2883: Fix unidentified card holds by @OtterBoops in 2883: Fix unidentified card holds #4162
• Stop Money from silently mixing currencies by @gfr-free in Stop Money from silently mixing currencies #4219
• fix(holdings): prevent N+1 query in HoldingsController#index by @sentry[bot] in fix(holdings): prevent N+1 query in HoldingsController#index #4042
• Generate plain ERB from the provider view templates by @jaysbeekay in Generate plain ERB from the provider view templates #4099
• Add shared mask_last4 helper for identifier display masking by @gfr-free in Add shared mask_last4 helper for identifier display masking #3826
• fix(plaid): show Link errors raised inside the modal frame by @DTTerastar in fix(plaid): show Link errors raised inside the modal frame #3849
• Fix unreadable security search dialog in the dark theme on phones by @gfr-free in Fix unreadable security search dialog in the dark theme on phones #4183
• Translate investment activity labels in the quick-edit badge by @shkarinn in Translate investment activity labels in the quick-edit badge #4167
• fix(categories): keep focus in the category menu after a failed create by @scragnog in fix(categories): keep focus in the category menu after a failed create #4074
• fix(panels): put CoinSpot/Kraken/Binance sync and menu buttons on the header row, as Wise does by @ryandnurh in fix(panels): put CoinSpot/Kraken/Binance sync and menu buttons on the header row, as Wise does #3980
• Keep long return_to paths from overflowing the session by @shkarinn in Keep long return_to paths from overflowing the session #4238
• Fix the false Timeout badge on sidebar sparklines by @zeishr in Fix the false Timeout badge on sidebar sparklines #3576
• Do not offer a guest a provider link the controller refuses by @jaysbeekay in Do not offer a guest a provider link the controller refuses #3656
• fix(bills): preload recurrence rules and accounts when claiming recurring patterns by @sentry[bot] in fix(bills): preload recurrence rules and accounts when claiming recurring patterns #4136
• fix(chart): render email SMTP env vars by @sure-admin in fix(chart): render email SMTP env vars #3015
• fix(devcontainer): use configured session key in Codespaces by @bittensorrider in fix(devcontainer): use configured session key in Codespaces #2982
• Start All period one month before first Transaction/Trade entry by @ryandnurh in Start All period one month before first Transaction/Trade entry #4068
• fix(jobs): run AI jobs in their own Sidekiq capsule so they can't starve syncs by @josh-sanders in fix(jobs): run AI jobs in their own Sidekiq capsule so they can't starve syncs #4237
• docs(hosting): add a guide for deploying Sure on Pethost by @sadfun in docs(hosting): add a guide for deploying Sure on Pethost #4179
• bugfix:Add account search to transfer form by @DataEnginr in bugfix:Add account search to transfer form #4241
• Fix budget page 500 when expected income is nil by @TheRodzz in Fix budget page 500 when expected income is nil #4240
• Block password changes when only SSO login is allowed by @gfr-free in Block password changes when only SSO login is allowed #4208
• Require an MFA code before adding a passkey by @gfr-free in Require an MFA code before adding a passkey #4204
• fix(development): run background jobs through Sidekiq by @DataEnginr in fix(development): run background jobs through Sidekiq #4262
• fix(ai): route chat to the provider selected by LLM_PROVIDER first by @josh-sanders in fix(ai): route chat to the provider selected by LLM_PROVIDER first #4244
• fix(devcontainer): use the pgvector Postgres image so document import works by @DataEnginr in fix(devcontainer): use the pgvector Postgres image so document import works #4263
• Open Binance account setup from Add Account instead of returning to Settings by @pcbeingused333 in Open Binance account setup from Add Account instead of returning to Settings #4259
• Skip email notifications for inactive rules by @jaysbeekay in Skip email notifications for inactive rules #4211
• Validate rule action and resource types against known types by @jaysbeekay in Validate rule action and resource types against known types #4175
• Keep the rule prompt visible after the transaction drawer closes by @gfr-free in Keep the rule prompt visible after the transaction drawer closes #4210
• Restore account status when DestroyJob enqueue fails by @jaysbeekay in Restore account status when DestroyJob enqueue fails #4172
• Restore an account to disabled when its destroy fails by @jaysbeekay in Restore an account to disabled when its destroy fails #4173
• Date a new loan's opening anchor on its start date by @jaysbeekay in Date a new loan's opening anchor on its start date #4174
• Scope group sparklines to accounts the user can access by @gfr-free in Scope group sparklines to accounts the user can access #4207
• Throttle current-password checks on password change by @gfr-free in Throttle current-password checks on password change #4201
• fix(perf): memoize accessible_accounts in Current to eliminate dashboard N+1 queries by @sentry[bot] in fix(perf): memoize accessible_accounts in Current to eliminate dashboard N+1 queries #4170
• Respect account share permissions in bulk edit and categorize by @gfr-free in Respect account share permissions in bulk edit and categorize #4192
• fix(transfers): reset the kept leg's kind when a transfer leg is deleted by @scragnog in fix(transfers): reset the kept leg's kind when a transfer leg is deleted #4158
• fix(enable_banking): always offer manual reconnect action by @gfr-free in fix(enable_banking): always offer manual reconnect action #3705
• [PERFORMANCE] Stop current-holdings query from rescanning holdings per row by @wps260 in [PERFORMANCE] Stop current-holdings query from rescanning holdings per row #4156
• Fix three buttons that sent the wrong HTTP method by @pcbeingused333 in Fix three buttons that sent the wrong HTTP method #4258
• Open Coinbase wallet setup from Add Account instead of returning to Settings by @pcbeingused333 in Open Coinbase wallet setup from Add Account instead of returning to Settings #4257
• Fix "Create a bill" from a transaction showing Content Missing by @pcbeingused333 in Fix "Create a bill" from a transaction showing Content Missing #4250
• fix(settings): let LLM_PROVIDER override a stored provider choice by @josh-sanders in fix(settings): let LLM_PROVIDER override a stored provider choice #4249
• docs(ai): document the native Anthropic provider by @josh-sanders in docs(ai): document the native Anthropic provider #4243
• Add a category filter to the dashboard spending widget by @josh-sanders in Add a category filter to the dashboard spending widget #4138
• Keep attachments, tags and notes when merging a pending duplicate by @pcbeingused333 in Keep attachments, tags and notes when merging a pending duplicate #4247
• Handle SimpleFIN protocol-v2 errlist responses by @marty0x in Handle SimpleFIN protocol-v2 errlist responses #3954
• Kraken: leave the Add Account modal at the top level when setup can't open by @pcbeingused333 in Kraken: leave the Add Account modal at the top level when setup can't open #4275
• CoinSpot: leave the Add Account modal at the top level when setup can't open by @pcbeingused333 in CoinSpot: leave the Add Account modal at the top level when setup can't open #4276
• Keep Add Account errors visible when provider setup can't open (9 providers) by @pcbeingused333 in Keep Add Account errors visible when provider setup can't open (9 providers) #4278
• Let existing properties link to a valuation provider by @timkatz in Let existing properties link to a valuation provider #4282
• Eager-load recurrence rules during occurrence generation to prevent N+1 by @sentry[bot] in Eager-load recurrence rules during occurrence generation to prevent N+1 #4286
• perf(test): stub retry backoff sleeps in assistant client tests (~6s saved) by @jjmata in perf(test): stub retry backoff sleeps in assistant client tests (~6s saved) #2564
• Prefer the available balance for Enable Banking cards treated as available credit by @pcbeingused333 in Prefer the available balance for Enable Banking cards treated as available credit #4277
• bugfix : honor json_mode in the PDF document extraction path by @DataEnginr in bugfix : honor json_mode in the PDF document extraction path #4261
• build(deps-dev): bump source-map-js from 1.2.1 to 1.2.2 in /desktop by @dependabot[bot] in build(deps-dev): bump source-map-js from 1.2.1 to 1.2.2 in /desktop #4289
• feat(ai): support Gemini 4 Argon reasoning model by @nareddyt in feat(ai): support Gemini 4 Argon reasoning model #4291
• build(deps): bump rustls from 0.23.42 to 0.23.46 in /desktop/src-tauri by @dependabot[bot] in build(deps): bump rustls from 0.23.42 to 0.23.46 in /desktop/src-tauri #4290
• Scope the rebuilt manual accounts list to the viewer by @jaysbeekay in Scope the rebuilt manual accounts list to the viewer #4052
• Block SimpleFIN URLs that target internal addresses by @gfr-free in Block SimpleFIN URLs that target internal addresses #4194
• Keep guests from changing family configuration through the API and imports by @gfr-free in Keep guests from changing family configuration through the API and imports #4005
• Check family access for export, import and document blobs by @gfr-free in Check family access for export, import and document blobs #4203
• Close remaining Active Storage access gaps for receipts, previews and exports by @gfr-free in Close remaining Active Storage access gaps for receipts, previews and exports #4205
• fix(budget_categories): prevent N+1 in subcategories method by @sentry[bot] in fix(budget_categories): prevent N+1 in subcategories method #4066
• Encrypt SnapTrade account_number by @gfr-free in Encrypt SnapTrade account_number #3832
• Reuse shared frame redirects in provider controllers and generator by @sure-admin in Reuse shared frame redirects in provider controllers and generator #4281
• Drop calculated holdings shadowed by a provider snapshot in any currency by @pcbeingused333 in Drop calculated holdings shadowed by a provider snapshot in any currency #4274
• fix(trade-republic): track the 24-hour login and fix login edge cases by @nielseulink in fix(trade-republic): track the 24-hour login and fix login edge cases #4232
• fix(snaptrade): pick one security when a ticker has duplicate rows by @jaysbeekay in fix(snaptrade): pick one security when a ticker has duplicate rows #3999
• Carry holding locks forward without an external_id by @jaysbeekay in Carry holding locks forward without an external_id #4260
• Stabilize account sync UI tests across midnight by @sure-admin in Stabilize account sync UI tests across midnight #4279
• Make bill rows follow the transaction row recipe by @gariasf in Make bill rows follow the transaction row recipe #4127
• Polish All bills and put the bills tabs' loose text on surfaces by @gariasf in Polish All bills and put the bills tabs' loose text on surfaces #4129
• security: mobile API auth gates, MFA password re-auth, credential revocation on deactivate by @dgilperez in security: mobile API auth gates, MFA password re-auth, credential revocation on deactivate #1942
• Make the Record payment button submit the manual payment form by @pcbeingused333 in Make the Record payment button submit the manual payment form #4251
• Support "not equal to" and "is not empty" for tag rule conditions by @pcbeingused333 in Support "not equal to" and "is not empty" for tag rule conditions #4246
• feature: add categories structure lock/unlock toggle by @akhlebka in feature: add categories structure lock/unlock toggle #3987
• Keep rejected statements in the vault inbox by @jaysbeekay in Keep rejected statements in the vault inbox #4299
• Let users count an investment transfer as a plain transfer by @shkarinn in Let users count an investment transfer as a plain transfer #4177
• Add starts with, ends with and regex rule operators by @jaysbeekay in Add starts with, ends with and regex rule operators #4089
• Fix cache invalidation on currency change and account deletion (Bug: cached net worth, income and investment totals ignore a family currency change, and net worth charts can restore a deleted account #4200) by @1steve78 in Fix cache invalidation on currency change and account deletion (#4200) #4235
• Keep Sankey labels off the next column's bars on narrow screens by @gariasf in Keep Sankey labels off the next column's bars on narrow screens #4345
• Send Enable Banking a PSU IP only when it is a public address by @jaysbeekay in Send Enable Banking a PSU IP only when it is a public address #4304
• feat(reports): family setting to stop counting investing as spending by @scragnog in feat(reports): family setting to stop counting investing as spending #3952
• Harden OAuth client registration: reserve "Sure" client names, require https redirect URIs by @gfr-free in Harden OAuth client registration: reserve "Sure" client names, require https redirect URIs #4193
• Pad text-only filter chips like the icon chips by @gariasf in Pad text-only filter chips like the icon chips #4357
• Run encryption tests in CI with test keys by @gfr-free in Run encryption tests in CI with test keys #4335
• Keep Plaid securities for accounts with holdings but no investment transactions by @pcbeingused333 in Keep Plaid securities for accounts with holdings but no investment transactions #4256
• Fix Twelve Data per-minute throttle never engaging on Redis by @hharkins in Fix Twelve Data per-minute throttle never engaging on Redis #4328
• Make the cost basis editor read "per share × quantity = total" by @gfr-free in Make the cost basis editor read "per share × quantity = total" #4184
• build(deps-dev): bump vite from 6.4.3 to 6.4.4 in /desktop by @dependabot[bot] in build(deps-dev): bump vite from 6.4.3 to 6.4.4 in /desktop #4359
• Move dashboard reordering onto the shared sortable-list controller by @gfr-free in Move dashboard reordering onto the shared sortable-list controller #4334
• Document form action buttons in the design system guide by @gariasf in Document form action buttons in the design system guide #4313
• fix: expose sync_start_date field in Redbark account setup by @huantrinh1802 in fix: expose sync_start_date field in Redbark account setup #4306
• Fix sidebar sparklines not rendering at small container sizes by @jjmata in Fix sidebar sparklines not rendering at small container sizes #4361
• Add a configuration overview to System Health by @jjmata in Add a configuration overview to System Health #3929
• Let DS buttons marked hidden actually hide by @gariasf in Let DS buttons marked hidden actually hide #4342
• Support multi-currency goal funding by @vlnd0 in Support multi-currency goal funding #3974
• Read a loan's rate from Redbark's account details by @jaysbeekay in Read a loan's rate from Redbark's account details #3956
• Redbark: normalise liability balance sign by provider (fiskil / plaid / other) by @jaysbeekay in Redbark: normalise liability balance sign by provider (fiskil / plaid / other) #3899
• Stop emailing old matches after an email rule's conditions widen by @jaysbeekay in Stop emailing old matches after an email rule's conditions widen #4150
• Translate the cost basis overwrite confirmation button by @gfr-free in Translate the cost basis overwrite confirmation button #4416
• Ask before unlocking a cost basis or resetting a security by @gfr-free in Ask before unlocking a cost basis or resetting a security #4418
• fix(bills): explain why a used-up transaction cannot pay a bill by @Holdner in fix(bills): explain why a used-up transaction cannot pay a bill #4376
• feat(insights): deterministic insight text, plus "Dig in with AI" by @josh-sanders in feat(insights): deterministic insight text, plus "Dig in with AI" #4239
• Resolve duplicate same-type Enable Banking balances deterministically by @gfr-free in Resolve duplicate same-type Enable Banking balances deterministically #4344
• Allow calculator expressions and comma decimals in amount fields by @gfr-free in Allow calculator expressions and comma decimals in amount fields #3502
• Loans: let interest accrue on the basis the lender actually uses by @jaysbeekay in Loans: let interest accrue on the basis the lender actually uses #3639
• Count the same accounts in group totals and sparklines by @gfr-free in Count the same accounts in group totals and sparklines #4338
• Move transfer matching controls beside transaction amounts by @sure-admin in Move transfer matching controls beside transaction amounts #4303
• fix(accounts): localize investment labels and chart dates by @MaxenceChx in fix(accounts): localize investment labels and chart dates #3178
• Send tool_choice auto to Claude models that reject a forced tool by @pcbeingused333 in Send tool_choice auto to Claude models that reject a forced tool #4178
• feat(accounts): manual drag-and-drop account order by @gfr-free in feat(accounts): manual drag-and-drop account order #4341
• Generate and backfill logos for website-only provider merchants by @gfr-free in Generate and backfill logos for website-only provider merchants #3776
• Redact the Jev endpoint in the self-hosting settings panel by @jaysbeekay in Redact the Jev endpoint in the self-hosting settings panel #4401
• Detect autopay from explicit descriptor wording by @thewillwilson in Detect autopay from explicit descriptor wording #3624
• Fix duplicate bill suggestions after renaming a bill by @joaocbatista in Fix duplicate bill suggestions after renaming a bill #4222
• chore(langfuse): migrate tracing and experiments to v4 by @tatoalo in chore(langfuse): migrate tracing and experiments to v4 #3625
• Full backups, rollbacks and restores for self-hosted installs by @mikaelhm in Full backups, rollbacks and restores for self-hosted installs #3909
• fix(ai): retry without strict JSON when Auto mode can't parse the response by @joshiarnav in fix(ai): retry without strict JSON when Auto mode can't parse the response #3602
• fix(mobile): load full chat history across all pages by @felixmuinde in fix(mobile): load full chat history across all pages #4421
• Compare the spending widget against the dashboard period's average month by @josh-sanders in Compare the spending widget against the dashboard period's average month #4139
• Add split_transaction rule action by @gfr-free in Add split_transaction rule action #3020
• Show detected bill name in the bill rules section by @joaocbatista in Show detected bill name in the bill rules section #4430
• Add a tunable, self-testing Bayes classifier by @josh-sanders in Add a tunable, self-testing Bayes classifier #4310
• fix/Give the bill form a searchable, grouped category picker by @DataEnginr in fix/Give the bill form a searchable, grouped category picker #4431
• Show the investment card when the period has a disposal by @jaysbeekay in Show the investment card when the period has a disposal #4409
• Fix duplicate migration version for classifier rules by @sure-admin in Fix duplicate migration version for classifier rules #4435
• Document SMTP email setup for Docker Compose by @jaysbeekay in Document SMTP email setup for Docker Compose #4372
• Anchor menus inside size containers to their button by @jaysbeekay in Anchor menus inside size containers to their button #4370
• Keep a due-day shift from adding a second occurrence to a paid cycle by @jaysbeekay in Keep a due-day shift from adding a second occurrence to a paid cycle #4380
• Record an email action's baseline when it is created by @jaysbeekay in Record an email action's baseline when it is created #4176
• Reconstruct a bill's history whenever a detection is activated by @jaysbeekay in Reconstruct a bill's history whenever a detection is activated #4371
• Check for an existing bill before creating one from a transaction by @jaysbeekay in Check for an existing bill before creating one from a transaction #4375
• Make the before-payday strip readable at a month of bills by @jaysbeekay in Make the before-payday strip readable at a month of bills #4369
• Fill a bill's blank category from its transactions by @jaysbeekay in Fill a bill's blank category from its transactions #4374
• fix(sync): respect configured timezone in auto-sync schedule by @BeastOrange in fix(sync): respect configured timezone in auto-sync schedule #3696
• Revert "Compare the spending widget against the dashboard period's average month" by @josh-sanders in Revert "Compare the spending widget against the dashboard period's average month" #4452
• Keep the rules list and settings header inside phone screens by @gfr-free in Keep the rules list and settings header inside phone screens #4473
• Point the Wise sandbox at Wise's current host by @ycsin in Point the Wise sandbox at Wise's current host #4458
• Add a setting to turn off transfer auto-matching and a page to review pending matches by @gfr-free in Add a setting to turn off transfer auto-matching and a page to review pending matches #3034
• feat(reports): spending vs normal section (preview) by @scragnog in feat(reports): spending vs normal section (preview) #4002
• Add category/tag/merchant/type filters to account activity feed by @gfr-free in Add category/tag/merchant/type filters to account activity feed #3814
• Fix midnight-dependent controller job assertions by @sure-admin in Fix midnight-dependent controller job assertions #4482
• Add credit card statement cycle support by @DataEnginr in Add credit card statement cycle support #4270
• Restrict instance-wide settings to super admins by @gfr-free in Restrict instance-wide settings to super admins #3794
• security: expire inactive sessions server-side, whitelist session tab keys by @gfr-free in security: expire inactive sessions server-side, whitelist session tab keys #3242
• feat(mcp): add delete_category and let update_category move categories by @alanmlcrt in feat(mcp): add delete_category and let update_category move categories #4063
• fix: security price sync reliability (TwelveData errors, offline resolver, health checker, missing names) by @gfr-free in fix: security price sync reliability (TwelveData errors, offline resolver, health checker, missing names) #3098
• feat(mcp): add transfer matching tools by @scragnog in feat(mcp): add transfer matching tools #3818
• feat(api): expose kind, exact amount and split state on transactions by @bhargavmehta01 in feat(api): expose kind, exact amount and split state on transactions #4422
• feat(transactions): auto-generate transaction name from merchant/category (opt-in) by @gfr-free in feat(transactions): auto-generate transaction name from merchant/category (opt-in) #3378
• feat(mobile): budgets screen by @bhargavmehta01 in feat(mobile): budgets screen #4426

New Contributors

• @BernatSR made their first contribution in Money paste follow-ups: separator hint and symbol drift test #3882
• @ly0va made their first contribution in fix(onchain): let Track selected assets submit on self-hosted installs #3940
• @cgmccurdy made their first contribution in fix(plaid): hold the exchange when re-linking a connected institution #3658
• @ryandnurh made their first contribution in Prevent guests from mutating family configuration #4004
• @0xifarouk made their first contribution in fix(currencies): add USDT entry to config/currencies.yml (#3949) #3950
• @megan-holstein made their first contribution in Drop invalid previous: option on PlaidAccount holdings encryption #4059
• @Simoneu01 made their first contribution in fix(trade-republic): Trade Republic bond valuation using percent-of-par prices #4020
• @peledies made their first contribution in Currency ETH Addition #2940
• @OscarCaamal made their first contribution in fix: Preserve currency separators across locales #3651
• @FournyP made their first contribution in fix(onchain): revalue idle wallets at the latest price #4067
• @stepanbeseda made their first contribution in fix(trading212): book trades in the instrument currency #4140
• @rtammekivi made their first contribution in fix(kraken): sum a staked and a spot balance of one asset into one holding #4137
• @ljefferies98 made their first contribution in Add Chimnie provider for UK property valuations #4135
• @jonerrr made their first contribution in feat(sophtron): add balance sign override functionality for credit cards #4142
• @mrvruj made their first contribution in Group the latest provider import day once in current holdings #4118
• @georanma made their first contribution in feat(API): Add API endpoints for transaction splits #4117
• @enieuwy made their first contribution in Add an "mcp_only" assistant type: no in-app chat, MCP stays available #4147
• @romanzipp made their first contribution in Add attachments filter to transactions list #4161
• @zeishr made their first contribution in Fix the false Timeout badge on sidebar sparklines #3576
• @sadfun made their first contribution in docs(hosting): add a guide for deploying Sure on Pethost #4179
• @akhlebka made their first contribution in feature: add categories structure lock/unlock toggle #3987
• @1steve78 made their first contribution in Fix cache invalidation on currency change and account deletion (#4200) #4235
• @hharkins made their first contribution in Fix Twelve Data per-minute throttle never engaging on Redis #4328
• @huantrinh1802 made their first contribution in fix: expose sync_start_date field in Redbark account setup #4306
• @ycsin made their first contribution in Point the Wise sandbox at Wise's current host #4458
• @alanmlcrt made their first contribution in feat(mcp): add delete_category and let update_category move categories #4063

Full Changelog: v0.7.5...v0.7.6

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This discussion was created from the release Sure v0.7.6 — Clearer spending, smarter rules, and better backups.

[bittensorrider]

@jjmata Congratulations!