What's Changed
🗂️ Accounts page, reorganized
The Accounts page in MoneyMatter now splits accounts you created by hand from accounts a bank connection brought in. Each connection gets its own row with its accounts underneath, so you can see at a glance where a balance comes from. Accounts you filed into your own group still show which group they sit in.
🔓 Bank connection groups are yours to manage
Connecting a bank creates a group for it, and that group used to be off-limits: you couldn't delete it, and disconnecting the bank took it away along with whatever you had rearranged inside it. Those restrictions are gone. Rename the group, move accounts in or out, delete it. Your accounts keep syncing either way, and the badge on the group now says as much.
Settings reads better too. A connection group you emptied by moving its accounts elsewhere now tells you where those accounts went instead of showing "No accounts". Unlinking an account from a group asks you to confirm first. The group management and deletion dialogs got a redesign.
🏦 Connecting a bank
- The connect dialog got a redesign.
- Every provider now explains where to find its credentials the same way: a link that opens step-by-step instructions. The old hover tooltips did nothing on a phone or tablet.
- When a bank reports an account without saying what currency it holds, you pick the currency yourself during setup. Such accounts used to take your base currency without asking, which was wrong whenever the account held something else.
- When you load transactions for a period and nothing new turns up, the message tells you which of the two happened: the bank had nothing for that period, or you had already imported everything it sent.
🐛 Bug Fixes
- The "update account balances from imported transactions" toggle in the CSV import wizard never showed up if your file had no account column. The wizard skips the step the toggle lived on in that case, so balances stayed put after the import. It now sits on a step every import passes through. Reported in #495.
📝 Code Changes
- feat: Improve accounts groups and bank connection UX by @letehaha in #503
- fix: Always show balance-recalculation toggle in CSV import wizard by @letehaha in #504
- feat: Ability to specify currency for bank connection whrn provider provides none by @letehaha in #505
Full Changelog: v0.26.4...v0.26.5