What's Changed
🔔 Payment Reminders
Set up reminders for recurring payments so you never miss a due date. Create reminders with a name, amount, due date, and recurrence pattern (one-time, weekly, monthly, etc.).
Mark payments as paid or revert them if needed. Reminders appear on your dashboard so you can stay on top of upcoming bills.
🔗 Transaction Groups
Group related transactions together to track multi-part expenses or linked payments as a single logical unit. Create, rename, and manage groups directly from the transaction list.
Grouped transactions are visually connected for easier browsing.
👀 Categories Watchlist Widget
A new dashboard widget that lets you pin specific categories and monitor their spending at a glance. Track how much you've spent in your most important categories without navigating away from the main dashboard.
🏷️ Improved Categories Exclude
The categories exclusion system has been reworked for better usability. Excluding a parent category now behaves more intuitively, and the UI for managing exclusions has been improved with frontend e2e test coverage.
✨ Other Improvements
- Updated sidebar navigation layout
- Balance adjustments are now marked as out-of-wallet transfers for clearer accounting
- Transfer linking no longer shows transactions from the same account, reducing confusion
- Extended filtering options for refunds and transfers in the transactions list
- Fixed scroll issues in the transactions group dialog
📝 Code Changes
- feat: Extend refunds/transfers filtering options by @letehaha in #174
- feat: Exclude same-account transactions from transfer linking list by @letehaha in #175
- feat: update sidebar navigation by @letehaha in #176
- feat: new "Categories Watchlist" widget by @letehaha in #177
- feat: Refactor & improve the categories exclude by @letehaha in #178
- feat: Add transactions grouping by @letehaha in #179
- chore: refactor transactions-list component by @letehaha in #180
- feat: Mark balance adjustments as out_of_wallet transfer by @letehaha in #181
- feat: Payments reminders by @letehaha in #182
- feat: Improve payments reminders by @letehaha in #183
Full Changelog: v0.10.7...v0.11.0