Lumina Finance v0.2.0
This release adds the new Insights tab, a dedicated reporting area for understanding cash flow, spending patterns, income sources, net worth trend, savings rate trend, and a merchant level spending breakdown.
Highlights
- Added the Insights tab to desktop and mobile navigation
- Added “This Period at a Glance” for quick financial summary metrics
- Added Fund Flow to show how income moves into expenses and retained money, with refunds properly excluded from expenses
- Added category level breakdown of income and expenses
- Added net worth and cash flow charts
- Added savings rate trend chart
- Added merchant spending distribution and merchant ranking reports
- Added a floating time-period selector with presets and custom date ranges
- Added dedicated backend endpoints and tests for Insights reports
- Updated README feature and roadmap sections
Database Migrations
No database migration is required for this release.
What's Changed
Full Changelog: v0.1.1...v0.2.0