Big one, folks. Grab a coffee.
Security
- Please update. Fixed a high-severity issue where installment plan and recurring transaction views let any logged-in user read, pause, finish or delete another user's plans by ID. (GHSA-vcr4-g82g-wcq8, #683)
New stuff
- Sub-transactions! Break a transaction into named parts that add up to its amount: the items of a huge grocery run, or the fees inside an investment contribution. They work on installment plans, recurring and quick transactions, rules, the API, filters and backups. (#679)
- Convert to transfer. That "expense" was really you moving money between accounts? One click turns it into a transfer, prefilled and ready to save. (#678)
- Exclude filters. The transaction filter now has an Exclude tab. Food, but not tagged "home"? Easy. You can even exclude "Uncategorized", "Untagged" and "No entity". (#676)
- Filter presets that keep up. Tick Keep dates relative to today when saving a preset, and "from today on" stays from today on, forever. (#673)
- More bulk actions. Move to today, to the previous or next month, or hide from summaries, all on many transactions at once. Selecting got better too (select all, invert), and the action bar folds into a neat ⋮ menu on phones. (#677)
- Calmer investments. The list and detail pages were redesigned: one clear headline number, details when you ask for them, holdings grouped by account group or asset class, and no more hunting through tooltips. (#658)
- Consolidated net worth, explained. Each Consolidated total now shows how much each currency contributes to it, as a percentage. Great if you use currencies to track gold, stocks or crypto. (#669)
- Optional exchanged amounts. New Show exchanged amounts switch on currencies and accounts. Keep the consolidated totals and hide the converted amounts everywhere else. (#664, #665)
- Pick the account when you import. One import profile can now serve all your accounts at the same bank. (#670)
- DCA upgrades. Amounts can come from the linked transactions, the transaction pickers only show the matching currency, and transactions you create from an entry can have entities. (#663)
- Transfers look better. Combined transfer items were redesigned and show the exchanged amount for both sides. (#659)
- Distribution shows the projected and current percentages combined. (#657)
Fixes
- Recurring transactions stay on their day after a short month (no more drifting from the 31st to the 28th). (#660)
- Changing a recurring transaction's account or type now moves its upcoming unpaid transactions too. (#685)
- QIF imports no longer skip the same file imported into a second account, or two identical transactions in one file (hello, two coffees on the same day). (#672)
- Short-period investment returns are calculated over the actual holding period. (#662)
- The Insights overview shows exchanged amounts. (#668)
- Rule dry runs no longer fail with a 500 error. (#680)
- Date pickers keep working after page navigation. (#675)
- Long names wrap in badges and in the Yearly Overview filters. (#666, #667)
- The sharing help text now says clearly what shared and public visibility allow. (#684)
- Cleared the API docs schema warnings. (#681)
Translations
Fresh updates from our Weblate translators. Thank you!
Contributors
Huge thanks to @officialasishkumar (#664, #669, #670, #672, #673, #685) and @jayhemnani9910 (#660)!
Heads-up
- This release includes database migrations.
- DCA entries already linked to a transaction in the wrong currency will fail validation the next time you edit them.