ananthakumaran/paisa v0.8.0

on GitHub

• Choose the currency of downloaded investment prices for every price provider.
• Add a currency commodity type for exchange rates.
• Add FinBodhi providers for stocks, mutual funds, and Specialized Investment Funds (SIFs).
• Rename Purified Bytes price providers to FinBodhi and migrate existing configuration codes.
• Report incomplete exchange-rate settings and missing historical rates.
• Fix silver prices being 100 times too high (#353). Select Update Prices to refresh existing prices.
• Skip investment-return calculations for checking accounts.
• Fix payment statuses for rounded credit-card bills and double-counted budget rollovers in projected balances.
• Fix expense chart label overlaps and budget amount styling.
• Fix Beancount commodities containing digits and hledger forecast detection with automatic postings.
• Fix validation of nested journal includes, reject journal filenames with mismatched extensions, and support import columns beyond Z and locale-aware number formats.

Breaking Changes 🚨

Yahoo and Alpha Vantage users need to check their price settings.

You now choose the currency in which prices are supplied, and add an exchange rate when it differs from the currency used in your reports.

For example, suppose your reports use INR and you own Apple shares. Yahoo supplies Apple's price in USD. Set it up as follows:

1. Under Configuration → Commodities, open Apple's price settings. Set Quote commodity to USD. This field means “the currency of the price supplied by the provider.”
2. Add another entry named USD, with Type: currency. Choose Yahoo Finance as its price provider and USDINR=X as its code. This supplies the number of rupees worth one dollar.
3. Save the configuration.
4. Select Update Prices from the top-right menu.

If an investment's price is already in the currency used in your reports, leave Quote commodity empty.

MFAPI and FinBodhi's Indian mutual funds, NPS, SIFs, and metals supply prices in INR. If your reports use another currency, choose INR in their price settings and add the corresponding exchange rate. See the example for USD reports.

FinBodhi's US stocks and GIFT City funds are quoted in USD. Use USD as their quote commodity and add an exchange rate if needed.

Your existing transactions, including purchases written as @ 100 USD, can stay unchanged. Keep any exchange rates already written in your journal.

Full Changelog: v0.7.8...v0.8.0