github Lumina-Finance/lumina-finance v0.3.0
Release v0.3.0

5 hours ago

Lumina Finance v0.3.0

This release adds 10 new features, resolves 40+ bug fixes, and includes 10+ UI refinements across Lumina Finance. The biggest upgrades are configurable runway thresholds, a rebuilt CSV import workflow, more accurate dashboard/insights reporting, better transaction list UI stability, and cleaner mobile modal layout.

Runway

Runway is now configurable. You can set your own risky and healthy threshold cutoffs in Settings, and those thresholds are persisted to your profile. The runway widget also uses clearer mth / mths labels and includes a help tooltip explaining the metric.

We also corrected the runway calculation to average spending over completed months only, avoiding partial-month distortion.

Imports

CSV imports have been rebuilt into a modular workflow with smarter inferred mappings for columns, accounts, and categories. Imported accounts can now be mapped to institutions, and large CSV uploads are split into batches with progress feedback instead of being sent as one large request.

Several import edge cases were also fixed, including preserved inferred mappings, centered loading states, navigation animation glitches, and close-button placement.

Dashboard & Insights

Dashboard and insights reporting now handle refunds, income losses, flipped categories, and “Other” slices more accurately. Net worth no longer double-inverts liabilities, savings-rate charts label year transitions, and the dashboard savings-rate cap toggle now behaves correctly.

Chart colors are now more stable across dashboard, insights, accounts, and runway views. Tooltips, legends, mobile date selectors, and breakdown visibility are all tweaked and improved for a better experience.

Transactions

Transaction lists are more stable and predictable. Ordering is now deterministic, delete animation no longer flickers, sticky date headers align correctly, and batch transaction entry retains merchant and category values to make it easier to enter multiple transactions in quick succession.

Filtering also received cleanup: Enter now selects the first searched account/category, date filter input layouts are improved, hover states on dropdown is restored, and amount colouring only flags category/sign contradictions to reduce visual clutter.

Accounts

Account detail charts now support a balance view toggle, cleaner date ticks, and visible starting values. Account balances also correctly display in each account’s currency, zero-sum spending groups are hidden, and account deletion animation now runs cleanly.

Credit-limit value are formatted as you type, account filter selection, account metrics spacing, and account chart colour stability were also improved.

Budgets

Budget utilization can now be stacked by category. Budget detail tooltips show the full category breakdown. Long budget names now also have a marquee animation, and the budget status pill has moved into the metadata row for a cleaner look.

Settings & Mobile UI

Settings now requires explicit saves for tax-advantaged contribution limits, and the secondary settings menu no longer desynchronizes or collapses awkwardly on mobile.

Create/edit modals across the app now have better mobile spacing, tighter footers, and equal-width mobile action buttons.

An exhaustive list of changes and improvements can be found in #3.

Database Migration

An automatic migration will be run by the application on startup. This migration is to add the new options for the new runway options that allow users to adjust the 3 thresholds, and is not anticipated to cause any issues with existing instances. However, please backup your data before upgrading to this version in case of unforeseen issues and errors.


Full Changelog: v0.2.1...v0.3.0

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