What's Changed
🏷️ Auto-create payees on import
Importing transactions from CSV or Wallet now creates payees automatically from the payee column, so your imported history arrives already organized instead of leaving you to add each payee by hand.
🤖 Auto-recording scheduled payments
Scheduled payments can now book themselves. Turn on auto-recording for a subscription and MoneyMatter will create each payment's transaction on its due date automatically — no need to mark it paid by hand — so recurring bills and installments keep your balances and history accurate on their own. A new upcoming-payments section on the dashboard shows what's due next, and a dedicated Subscriptions settings page brings everything together in one place.
🐛 Bug Fixes & Improvements
- Each investment portfolio can now show its summary and holdings in a currency you choose, falling back to your base currency when a rate or connection isn't available.
- Net worth history now counts the uninvested cash sitting in your investment portfolios.
- CSV import now rejects category names longer than 255 characters instead of failing mid-import.
- Stronger validation of currency codes across the app.
- Faster balance-history and list loading — removed N+1 query hotspots on combined balance history and branded-logo reads.
- Improved the add-transactions dialog on budget details.
📝 Code Changes
- feat: Various improvements to scheduled payments by @letehaha in #361
- fix: Reject CSV import categories exceeding 255 chars by @letehaha in #362
- perf: Minor performance issues by @letehaha in #363
- feat: Count portfolio cash balances in net worth history by @letehaha in #364
- feat: Add custom display currency for portfolios by @letehaha in #365
- feat: Auto-create payees when importing CSV and WalletApp transactions by @letehaha in #366
Full Changelog: v0.20.0...v0.20.1