Budget Planner
All updates

v1.9.9 · Released · April 4, 2026

Unified Transactions Page

Merged four separate transaction pages (Income, Expenses, Transfers, Payments) into a single unified Transactions page with KPI summary cards, type filter chips, advanced filtering, search, and paginated table. Removed legacy pages and recurring transactions. Simplified sidebar navigation.

Unified Transactions Page
  • Single Page: All transaction types (Income, Expense, Transfer, Payment) in one unified view at /transactions.
  • KPI Summary Cards: Total Income, Total Expenses, Net Flow, and Average Amount cards that highlight based on active type filter.
  • Quick Filter Chips: One-click type filtering (All, Income, Expense, Transfer, Payment) with active chip highlighting.
  • Advanced Filter Panel: Sheet-based filters for category, account, source (Manual/Imported/Recurring), and amount range.
  • Search: Debounced server-side search across transaction descriptions.
  • Date Range Picker: Calendar-based date range selection with two-month view.
  • Unified Data Table: Polymorphic rows with type badges, signed/colored amounts, category badges, and responsive column hiding.
  • Pagination: Offset-based pagination with page size selector (10, 25, 50).
  • Add Transaction: Popover with 3 options (Income, Expense, Transfer) that opens the QuickActionSheet. Transfers to liability accounts auto-detect as Payments.
  • Delete with Confirmation: AlertDialog confirmation before deleting, with automatic balance reversal.
  • URL-Based Filters: All filter state stored in URL search params for bookmarkable, shareable views.
Navigation Cleanup
  • Sidebar Simplified: Removed collapsible Transactions group (5 sub-items) and Recurring. New order: Dashboard, Accounts, Transactions, Budgets, Goals, Invoices, Reports.
  • Dashboard Quick Actions: Send, Receive, Transfer, Payment buttons now open QuickActionSheet instead of linking to removed pages.
  • Recent Transactions Link: 'Show more' on dashboard now links to /transactions.
Account Card Improvements
  • Black Color Option: Added black as a color choice for account cards with zinc-to-black gradient, available in both create and edit forms.
  • Account Name Display: Shows account name instead of account type above the balance animation on the dashboard carousel.
UI Fixes
  • Sidebar Header Alignment: Sidebar header height matches main header, border line aligns across both in light and dark mode.
  • Page Header Spacing: Reduced top padding so page headers sit closer to the navigation bar.
  • Dashboard Background: Fixed dark mode background negative margin alignment.
  • Cache Invalidation: Added TRANSACTIONS cache tag to income, expense, and transfer controllers so the unified page updates after mutations.