What's Changed
📊 Investment Calculator
A new analytics page that lets you model future investment growth. Input your initial amount, monthly contribution, expected return rate, and time horizon to see a projected growth chart with a detailed breakdown of contributions vs. compound returns. Includes interactive sliders and summary cards for quick scenario comparison.
🔍 Transactions Optimization Hub
A new Optimizations section under Transactions provides tools to clean up your data. The first tool — Transfer Matching — bulk-scans expense/income pairs that are likely transfers between your accounts and lets you link or dismiss them in one place. Previously unlinked out-of-wallet transactions can now be upgraded to proper transfers too.
📦 Account Archiving
The old "enabled/disabled" toggle on accounts has been replaced with two independent controls: status (active / archived) and exclude from stats. You can now archive accounts you no longer use — archiving automatically unlinks bank connections, removes the account from groups, and unlinks subscriptions — while still choosing whether historical data appears in your stats. Archived accounts can be reconnected at any time.
💱 Portfolio Currency Exchange
Exchange currency within an investment portfolio directly — convert holdings from one currency to another with proper tracking in your portfolio transfer history.
💳 Credit Limit in Balances
A new per-account preference lets you subtract credit card credit limits from displayed balances and stats. When enabled, your total balance, balance history chart, sidebar, and account cards all reflect the adjusted amount.
🐛 Bug Fixes & Improvements
- Transfer recommendations now use a symmetric ±14-day date window and reject negative/zero amounts
- Fix frequency change between one-time and recurring payment reminders
- Fix transaction management dialog transition
- Investment portfolio UI improvements: currency balances in dropdowns, cash balance in totals, secondary sort for same-day transactions
- Fix hardcoded dates in tests
📝 Code Changes
- feat: Refactor and improve accounts grouping by @letehaha in #186
- feat: Accounts archieving by @letehaha in #187
- fix: Transfers recommendations by @letehaha in #188
- feat: Add transactions grouping by @letehaha in #189
- feat: Add portfolio balances exchange by @letehaha in #190
- fix: tx management transition by @letehaha in #191
- fix: Reminders frequency editing by @letehaha in #192
- fix: investment portfolio UI improvements by @letehaha in #193
- feat: add credit limit adjustment setting for account balances by @letehaha in #194
- test: improve transfer linking/unlinking test coverage by @letehaha in #195
- refactor: Code cleanup and refactoring by @letehaha in #196
- feat: Investments calculator by @letehaha in #197
Full Changelog: v0.11.1...v0.12.0