Release Notes

April, 2026

Scheduled transactions can now be deleted regardless of their current state (#902)
Enhanced category picker with clearer visual indicators for selectable categories (#900)
Imported transaction form now validates required fields before saving (#899)
Modernized alert system for improved reliability and consistency (#905)
Expanded test coverage for greater app stability (#904, #896)

Fixed main menu items not reflecting the disabled state of their corresponding toolbar functions (#908)
Fixed toolbar add button being incorrectly disabled when the categories list is empty (#907)
Fixed main app window not being restorable from the Window menu after being closed (#906)
Fixed scheduled transaction category selection not saving correctly (#903)
Fixed sample data import crash when processing images (#901)
Fixed child category creation allowing selection of parent categories with keywords (#898)
Fixed transaction and scheduled transaction dates not being restricted to the budget year (#897)

Version 1.4.1 (45)

March/2, 2026

You can now delete individual imported transactions when needed (#886)
Split transactions now work with manual entries, not just imported ones (#882)
The What's New window has been replaced with a Version Updated dialog featuring links to release notes, rate & review, and support options (#892)

Overhauled the transaction import experience with a clearer interface, better duplicate detection, and detailed result reporting (#867)
Faster Home dashboard loading through optimized data fetching (#889)
Search across all views now supports accented characters — typing "cafe" matches "café" — and Transactions search now includes Notes and split transaction details (#883)
Category search now preserves hierarchy context, showing parent categories so you always know where a match belongs (#884)
Improved sample budget data with more realistic transaction distribution (#872)
Table columns across all views now have properly measured default widths (#880)
File authorization for transaction imports now works at the folder level, eliminating repeated permission prompts (#894)
Completely redesigned website with updated content, screenshots, and a modern Help Center (#874)

Fixed sample budget reset not generating scheduled transactions and not showing progress (#890)
Fixed Total by Budget Goals chart appearing when no budget goals are defined (#888)
Fixed charts not displaying the loading progress indicator (#887)
Fixed budget table forecast column not being displayed (#877)
Fixed dashboard showing upcoming scheduled transactions from a previous year's budget (#878)
Fixed Most Frequent Expense widget showing inconsistent values compared to its insights (#871)
Fixed scheduled transaction validation for date ranges and count limits after copying to a new budget (#879)
Fixed an issue where canceling a dialog could leave behind unsaved data, causing errors on the next save (#881)

Version 1.3.0 (38)

March, 2026

Added automatic transaction import from files based on a schedule (#842)
Added a What's New window that displays automatically once after each update (#852)
Added a confirmation warning before quitting the application (#853)
Added an Export Budget toolbar button for quicker access (#854)
Added an Annual Projection optional column to the budget table (#810)

Overhauled the symbols collection for accounts and categories (#869)
Reviewed and refined animations/transitions across all screens (#856)
The Actual vs Forecast chart no longer renders when no forecast data is present (#847)
Optional columns and other settings now default to showing all content (#841)
Improved website, documentation, and updated screenshots (#836)
Included ignored category color customization in Settings preferences (#840)

Fixed home dashboard not resizing correctly according to widget max sizes (#866)
Fixed resized dialogs forcing the app window to reposition when reopened under a smaller size (#865)
Fixed table header flashing when switching budgets in Transactions and Scheduled Transactions views (#864)
Fixed jittered chart transition when switching budgets while charts are active in both budgets (#863)
Fixed budget table not retaining column customization when switching budgets (#862)
Fixed the first bar in the Transactions Timeline chart only responding to hover on its right edge (#861)
Fixed Annual Projection column not being included in CSV exports (#851)
Fixed incorrect Forecast values in the Total Income and Total Expenses rows of the budget table (#850)
Fixed Category Forecast and TargetPercent not propagating correctly to parent categories (#849)
Fixed unexpected behavior in sample budgets after archiving and unarchiving a test budget (#858)
Fixed home dashboard showing the wrong period when selecting past year's budget (#859)
Fixed Upcoming Scheduled Transactions widget showing transactions when the active budget is in the past year (#860)
Fixed Widget Insights showing partially empty content when no categorized transactions exist (#857)
Fixed a file/folder authorization issue triggered by deleting all stored settings (#848)

Version 1.2.0 (35)

February, 2026

Dashboard widgets are now interactive! Click any widget title to see detailed insights and additional information. (#508)

Categories are now created at the top for easier order management. (#843)
Budget picker now scrolls smoothly when you have many budgets. (#827)
Streamlined chart creation and management for better performance. (#823)
Major code improvements for better app stability, performance and growth. (#811)

Fixed budget widgets showing charts when no budget goals were set. (#844)
Resolved issue where New Budget Assistant wasn't creating budgets properly. (#839)

Version 1.1.0 (32)

January, 2025

Charts & Reports

Categories & Transactions

Adding transactions to inactive categories now reactivates them automatically (#831)
Category view displays all available columns by default (#832)
Added safeguards against duplicate category names (#833)
Fixed scheduled transaction creation (#828)
Resolved split transaction delete button state (#822)

Dashboard

Version 1.0.3 (30)

November, 2025

Initial version.