letehaha/budget-tracker v0.29.2

v0.29.2 – Collapsible sidebar & totals for selected transactions

on GitHub

What's Changed

📐 Collapsible sidebar

The sidebar in MoneyMatter folds into a narrow strip of icons. Click the panel button next to your user menu to collapse it, and the button at the bottom of the strip to bring it back. Hover an icon to see what sits behind it: a section's sub-pages, or your accounts with their totals. Your browser remembers the choice. On mobile the sidebar works as before.

🧮 Totals for selected transactions

Select rows on the Transactions page and the toolbar shows their income, expenses and net, in your base currency. Transfers between your own accounts get a separate figure, so they don't count as income or expense.

⏳ Pending bank transactions are off by default

Accounts connected through Enable Banking skip pending transactions, and their balance follows the booked balance, so a card hold no longer moves it. To import pending transactions, turn them on in Settings → General. They carry an hourglass mark until the bank books them. Pending transactions you already imported still get booked or removed as the bank updates them.

📍 Default location for payees

Open a payee in Settings → Payees and set a default location. Transactions linked to that payee get the location when they have none, whether you add them by hand or a bank sync brings them in.

🐞 Bug Fixes

• PDF attachments didn't show in the attachment preview. Image attachments were never affected.
• The AI statement import never flagged duplicates, so re-importing a statement that overlapped with existing transactions offered all of them as new. It now matches them against the transactions in the account. The CSV, OFX and MS Money imports were never affected.
• Bank transactions whose name was on your ignored payee names list still got linked to a similar-looking existing payee, and the name stayed attached to that payee as an alias. The list only stopped new payees from being created. It now blocks the linking too. A payee or alias you created yourself with that exact name still links.
• The credit utilization widget showed 0% used for a manual credit card whose balance is positive (the credit you have left), when the "include credit limit" setting is off. It now counts the limit minus the balance as used. Bank-connected cards and manual cards with a negative balance showed the right number all along.
• When you disconnected a bank connection and deleted its accounts, transfers from those accounts into investment portfolios stayed behind and kept inflating the portfolios' contribution stats. The app now deletes them with the accounts. Deleting a single account already handled this.
• On mobile, the table view of the Transactions page loaded every page of transactions on open, one after another, which made it slow on long histories. It loads more as you scroll now. The list view and the desktop table were never affected.
• Confirming a planned transaction from the Upcoming section kept its future date when you confirmed it early. It now gets the current time. Plans dated today or earlier were never affected.
• On a loan's page, the payoff projection kept the old payment in its field, curve and legend after you edited the loan's payment, until you reloaded the page. It updates right away.
• On a subscription's page, the price-change note only appeared together with the payments chart. It now shows without one. The placeholder for skipped payments no longer stretches wider than the bars.

✨ Other Improvements

• The holdings table marks a price older than 5 days with a clock icon and the price date, so you can tell when a holding's value is out of date.
• The payees table has a default tags column, and you can sort by it. The payees list keeps your sort, search and scroll position when you come back to it.
• You can sort the transactions table by note.
• On the monthly comparison chart, the average line moves above the bars while you hover them.
• The FAQ on moneymatter.app answers questions you type in.
• Self-hosting: the root address opens the dashboard, or the sign-in page when you're logged out. Pull the updated docker-compose.yml to get this. Set SKIP_LANDING=false in your .env to keep the landing page.

📝 Code Changes

• feat: Improvements and fixes by @letehaha in #637
• feat: Minor improvements and fixes by @letehaha in #632
• feat: Add default location applied to linked transactions by @letehaha in #630
• fix: Apply ignored names before fuzzy linking and note backfill by @letehaha in #629
• feat: Skip pending transactions by default; use only a booked balance by @letehaha in #628
• fix: Match statement duplicates in decimals, polish review UI by @letehaha in #627
• feat: AI-powered "ask anything" to landing FAQ by @letehaha in #626

Full Changelog: v0.29.1...v0.29.2