v1.4 · Released · December 30, 2025
Financial Analytics & UX Overhaul
A massive update delivering professional-grade reporting tools, envelope budgeting, and a streamlined data management experience.
Reporting Intelligence
- Net Worth Trend Chart: Visualizes wealth growth over time with a retroactive "reverse-replay" algorithm.
- Tabbed Reports Dashboard: Consolidated analytics into distinct Overview, P&L, and Balance Sheet views.
- Global Date Controls: Unified sticky toolbar for filtering all charts simultaneously.
Data Management Excellence
- Interactive DataTables: Added pagination, sorting, filtering, and search to Income, Expense, Transfer, and Budget lists.
- Bulk Visibility: Optimized UI to handle thousands of records without performance degradation.
Envelope Budgeting
- Named Budgets: Users can now create multiple recurring budgets per category (e.g., "Car Insurance" and "Life Insurance").
- Budget Tracking: Enhanced precision in linking expenses to specific budget envelopes.
Financial Accuracy
- Transfer Fees: Added explicit handling for bank fees during transfers.
- Account Archiving: Implemented "Soft Delete" to hide old accounts without losing historical data.
- Liability Accounting Standard: Standardized "Balance = Amount Owed" for consistency.