What's Changed
💱 Multi-currency settlement for investment transactions
Investment buy/sell transactions in MoneyMatter can now be recorded with an explicit settlement amount and currency distinct from the security's trade currency. Useful when your broker bills the cash leg in a different currency than the instrument trades in (e.g. buying a USD-quoted ETF settled in EUR from an EUR cash account). The form previews the resulting cash impact before you save, and edits/deletes correctly unwind the cash balance in the settlement currency.
📊 Holdings & investment transactions table overhaul
The holdings page and the investment transactions list got a substantial UI/UX pass:
- Configurable columns on both the holdings table and investment transactions list – pick which columns to show and the choice is persisted to your user settings.
- Reworked layouts with denser rows, better alignment, and clearer grouping between the holding row and its transactions.
- Sticky/scroll behavior is smoother on long lists.
🔁 Choose between new & classic transactions view on desktop
Following the v0.19.1 transactions overhaul, the classic list view is back as an opt-in on desktop. Toggle between the new table view and the original list view from the toolbar; the choice is remembered per user.
📝 Code Changes
- feat: Add back old transactions view by @letehaha in #340
- fix: Filter expected `AuthError` from Sentry by @letehaha in #341
- feat: Allow to specify settled amounts for investment transactions by @letehaha in #342
- feat: Improve the holdings/transactions table UI/UX by @letehaha in #343
- feat: Redirect feedback button to Featurebase by @letehaha in #344
Full Changelog: v0.19.1...v0.19.2