What's Changed
- Fix flaky nightly UI tests; seed demo rules and schedules by @MattFaz in #527
- Add Running balance by @abhiy98 in #474
- Enforce SwiftFormat (CI + pre-commit hook) and format the codebase by @MattFaz in #522
- Label credit card due vs balance across bills list and card screens by @MattFaz in #536
- Add tags management, note autocomplete, and tag aggregations by @Vaibhav159 in #532
- Remove About screen; move version + privacy policy into Information by @MattFaz in #537
- Fix tag list amount display for inflows and demo seed data by @Vaibhav159 in #539
- Standardize top box spacing by @NateMorgan in #542
- Fix phantom deleted entries in History by @MattFaz in #544
- feat: add certificate import help by @Sonaryr in #550
- Improve History UI and transaction change tracking by @abhiy98 in #545
- Fix running balance flicker on account reload by @abhiy98 in #549
- Add transaction UI update by @abhiy98 in #547
- Move clean status filter above overview in clean view by @abhiy98 in #546
- Move uncategorized bar above budget overview by @abhiy98 in #548
- Feature: Loan & Payoff Estimate by @culpeppers in #551
- Hide split option on transfers by @MattFaz in #557
- Fix card mapping edit sheet opening empty on first tap by @MattFaz in #559
- Keep amount keypad down after picking payee/category by @MattFaz in #560
- Option to hide budgeted amounts on the Budget tab by @MattFaz in #563
- Add Vietnamese dong to currency picker by @MattFaz in #575
- Show Spent toggle in Budget View settings, defaults on by @MattFaz in #576
- Apply Budget Template in the category row context menu by @MattFaz in #577
- Explain unrefreshable bank providers in the bank sync summary by @MattFaz in #578
- Remove the old Hide Cleared / Hide Reconciled toggles by @MattFaz in #579
- Month notes on the Budget tab by @MattFaz in #581
- Pin a category on Log Transaction shortcuts by @MattFaz in #580
- Hide category on transfers unless one side is off-budget by @MattFaz in #582
- Show the currency symbol on Compact budget amounts by @MattFaz in #586
- Clear the unit-test build warnings by @MattFaz in #588
- Make text color neutral in category/payee selection by @abhiy98 in #584
- Fix the nightly UI test failures by @MattFaz in #587
- Run the iOS 18 unit tests on macos-15 by @MattFaz in #589
- Tidy the unit tests: shared setup, fewer serialized suites by @MattFaz in #592
- Add a simulator gate for parallel test runs by @MattFaz in #596
- Add Currency Settings shortcut on currency mismatch by @Vaibhav159 in #540
- Add category filters for Spent totals by @NateMorgan in #583
- Ground card hint extraction in text and recover scrambled digits by @Vaibhav159 in #590
- Add inverse budget progress bar by @abhiy98 in #595
- Add per-category budget progress bar visibility by @abhiy98 in #594
- Change how split transaction looks in all account view by @abhiy98 in #598
- Share TestFlight builds nightly with PR notes by @MattFaz in #599
- Fix overnight UI test failures by @MattFaz in #603
- Keep UI tap retries from undoing toggles by @MattFaz in #609
- Add Hide Income Group setting to Budget View by @azimul-kabir in #614
- Run schedule discovery off the main actor by @MattFaz in #605
- Make status filter chips shorter and tighter by @azimul-kabir in #615
- Keep sync status redraws in Settings by @MattFaz in #606
- Cache per-locale formatters and report label bundles by @MattFaz in #601
- Pin Clean budget group headers with balance and long-press actions by @azimul-kabir in #613
- Debounce Add Transaction category previews by @MattFaz in #600
- Batch split-parent child cascade into one write and reload by @MattFaz in #607
- Show transaction notes on their own row and the account under the amount by @azimul-kabir in #620
- Keep dashboard report work off the main thread by @MattFaz in #604
- Avoid duplicate account detail reloads by @MattFaz in #608
- Skip unchanged reload publications and reminders by @MattFaz in #602
- Show tags once, as colored chips in place within the note by @azimul-kabir in #621
- Add Rename Category to the category long-press menu by @azimul-kabir in #628
- Move budget actions into their own sparkles button by @azimul-kabir in #623
- HomeScreenQuickActions - Add transaction by @abhiy98 in #627
- Offer accounts as transfers in the payee picker by @azimul-kabir in #630
- Reorder categories and groups from the Budget tab by @azimul-kabir in #637
- Remove redundant tab headers by @MattFaz in #651
- Fix credit card reminder crash by @MattFaz in #652
- Use the Clean group long-press menu in the Compact view by @azimul-kabir in #644
- Batch categorize, tag and merge selected transactions, and show their total by @azimul-kabir in #648
- Show Overview toggle for the Clean view and grouped display toggles by @azimul-kabir in #643
- Show a category balance impact popup after changing a transaction by @azimul-kabir in #650
- Add a sign key to the main amount by @azimul-kabir in #631
- Move transfer payees below suggestions by @MattFaz in #655
- Make transfers payee-only and drop the type control by @azimul-kabir in #632
- Lay Add Transaction out as grouped cards with icons by @azimul-kabir in #633
- Change budget type (envelope ↔ tracking) from within the app by @abhiy98 in #625
- Tidy the single-page Add Transaction form by @azimul-kabir in #634
- Remove the empty row below transaction notes by @MattFaz in #658
- Fix laggy scrolling in the Compact budget view by @MattFaz in #659
- Add search in Account view by @abhiy98 in #661
- Basic - Add Diagnostic Report by @abhiy98 in #660
- Stop unit tests racing the wall clock on slow CI runners by @MattFaz in #666
- Put each split line on its own row in transaction lists by @MattFaz in #663
- Show Upcoming Scheduled Transactions in Accounts by @abhiy98 in #662
- Bug: Fix split transaction sign toggle by @abhiy98 in #664
- Allow saving edited pending imports as transfers (#669) by @Vaibhav159 in #673
- Match upstream's bank sync window so deleted SimpleFIN transactions stay deleted by @MattFaz in #682
- Respect Actual's import pending transactions setting in bank sync by @MattFaz in #681
- Add quick clear button for notes and unmapped card warning by @Vaibhav159 in #670
- FinanceKit background delivery: wake the app's Wallet sync when Wallet data changes by @lben in #683
- Add account groups by @NateMorgan in #687
- Wallet sync: remove pending holds that Wallet later rejects by @lben in #686
- Bank sync: update a pending charge's amount when it settles by @lben in #685
- Preserve selected categories when approving pending imports (#688) by @Vaibhav159 in #689
- Aggregate tag summaries in one pass by @ivan-magda in #693
- Apply schedule rule actions to non-transfer tx (#690) by @Vaibhav159 in #701
- Group Sankey category transactions once per report by @ivan-magda in #703
- Add a toggle to turn off the payee-history category pick by @MattFaz in #706
- Gate account group writes on 26.9+ and fix account drag-and-drop by @MattFaz in #705
- Privacy policy: cover Apple Wallet, SimpleFIN, and payee locations by @MattFaz in #708
- Revert FinanceKit background delivery (#683) to unblock TestFlight by @MattFaz in #707
- Fix Card & Account Mappings count by @MattFaz in #710
- Bank Sync: let denied Wallet access open Settings by @MattFaz in #711
- Show OpenID sign-in before a password attempt by @MattFaz in #709
- Anchor the upcoming schedule menu to the tapped row by @MattFaz in #712
- Restore FinanceKit background delivery by @MattFaz in #713
- Move Expand/Collapse All Accounts into the Accounts menu by @MattFaz in #715
- Keep a growing text field above the keyboard by @MattFaz in #714
- Prevent currency preference reset by syncing flags.currency by @Vaibhav159 in #720
- Toolbar eye to toggle Hide Balances by @junyuanz1 in #719
- Revert "Toolbar eye to toggle Hide Balances" by @MattFaz in #727
- Bug: Fix Settings link row styling and sort History into Manage by @abhiy98 in #730
- Delete both legs when deleting a transfer by @MattFaz in #738
- Stay on All Accounts after adding a transaction from it by @MattFaz in #739
- SwiftFormat 0.64 adoption, pinned in CI by @MattFaz in #740
- Budget view UI update by @abhiy98 in #729
New Contributors
- @Sonaryr made their first contribution in #550
- @lben made their first contribution in #683
- @ivan-magda made their first contribution in #693
- @junyuanz1 made their first contribution in #719
Full Changelog: v1.0.12...v1.0.14