github letehaha/budget-tracker v0.19.7
v0.19.7 – One-click import from Wallet (BudgetBakers)

latest releases: v0.29.4, v0.29.3, v0.29.2...
3 months ago

What's Changed

📥 One-click import from Wallet (BudgetBakers)

MoneyMatter can now import your data straight from the Wallet by BudgetBakers app – same quick, guided flow already available for YNAB. Export from Wallet, drop the file in, and your accounts, categories, and transactions are parsed, deduplicated, and brought in. The import/export screen was also redesigned with a cleaner per-source layout and recognizable logos, so picking where your data comes from is now obvious at a glance.

📈 Accurate ordering for same-day investment trades

Investment transactions now store the full date and time, so same-day trades replay in the order they actually happened instead of the order they were entered. This keeps your cost basis and holdings correct when you buy and sell the same security on the same day.

🐛 Bug Fixes

  • Same-day sell-then-buy now resets cost basis before the rebuy (correct wash-sale handling), with a backfill that corrects already-affected holdings

📝 Code Changes

  • feat: Add quick data import from WalletApp by @letehaha in #357
  • feat: Store full datetime for investment transactions by @letehaha in #356
  • fix: Deterministic cost-basis replay order for same-day sell+buy by @letehaha in #355

Full Changelog: v0.19.6...v0.19.7

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