What's Changed
✏️ Edit an account's initial balance
In MoneyMatter you can change the initial balance of a manual account after you create it. Open the account, select the Details tab and click the pencil next to Initial Balance.
The current balance and the whole balance history move by the amount of your change, so your charts show no jump. Your transactions stay as they are, and MoneyMatter adds no balance adjustment. You can't edit the initial balance of accounts connected to a bank, loans or vehicles.
📎 Attachments on transfers
You can attach files while you create a transfer between accounts. A file you add to a transfer shows on both sides of it. Each side keeps its own copy, so removing the file from one side leaves the other.
📌 Categories Watchlist tracks up to 30 categories
The widget stopped at 7 categories, or 16 on a tall widget. It takes 30 and scrolls once they no longer fit. You can also add a category from the widget's settings menu.
✨ Other improvements
- MoneyMatter is available in Slovak, a community translation. Pick it in Settings → Language.
- Net worth, portfolio totals and the subscriptions summary load faster.
- Self-hosting: you can paste the MoneyMatter compose file into a Portainer stack unchanged. The self-hosting docs have a Portainer guide.
🐞 Bug fixes
- In browsers set to a timezone west of UTC, such as the Americas, each bar in Analytics → Trends Comparison, Analytics → Cash Flow and a budget's statistics timeline carried the previous month's name. The amounts were right. Thanks to @mariofox for the report.
- Editing a transfer you opened from its receiving side turned the sending side into income, even if you only changed the note. Transfers opened from the sending side were never affected.
- The Cash Flow dashboard widget showed its empty state if the selected period had no transactions yet, such as on the first day of a month, and hid the trend of earlier periods. It shows zeros for the period, "N/A" for the comparison, and keeps the trend.
- Net worth and balance history valued foreign-currency amounts 1:1 on dates before MoneyMatter's first exchange rate for that currency. Those dates use the earliest rate MoneyMatter has, and the chart flags them as estimated.
- Sync now on a bank connection's page counted once per linked account against your provider's limit. On a SimpleFIN connection with several accounts, a few presses used up SimpleFIN's daily allowance. One press is one sync for the whole connection, and the button stays busy until the sync ends.
- Undoing a large import locked the app for a while and then failed if you had linked the account to a bank after the import. MoneyMatter refuses that undo at once and tells you why. Small imports were never affected.
- If an app update restarted the server during an import, an import undo or a backup restore, you saw a technical failure message. MoneyMatter says the update interrupted the job, and for imports tells you to undo the partial import before you retry.
- You couldn't sign in if the data MoneyMatter keeps in your browser was corrupted, which happened in Chrome. Sign-in works, and MoneyMatter skips the broken data.
- If your AI provider refused your key over billing, for example with no payment method on the account, auto-categorization kept retrying. MoneyMatter stops and marks the AI connection as rejected.
- In Russian, the word after a number took the wrong form for most counts, 1 and 2–4 included.
- In the attachments dialog, the delete confirmation opened behind the dialog. It opens on top.
- Self-hosted: the server crashed if the database restarted. It stays up.
📝 Code Changes
- fix: Fixes bunch of Sentry issues by @letehaha in #687
- fix: fix bunch of Sentry issues by @letehaha in #680
- chore(i18n): new Crowdin translations by @letehaha in #678
- chore(deps): bump actions/setup-node from 4.4.0 to 7.0.0 in /.github/actions/prepare-local-env by @dependabot in #686
- chore(deps): bump crowdin/github-action from 3.2.0 to 3.3.0 by @dependabot in #685
- chore(deps): bump actions/checkout from 4.4.0 to 7.0.1 by @dependabot in #684
- chore(deps): bump actions/setup-node from 4.4.0 to 7.0.0 by @dependabot in #683
- chore(deps): bump actions/download-artifact from 4.3.0 to 8.0.1 by @dependabot in #682
- chore(deps): bump appleboy/scp-action from 0.1.7 to 1.0.0 by @dependabot in #681
- feat(accounts): allow editing initial balance of manual accounts by @letehaha in 8c545420a
- feat(attachments): attach files to both legs of a transfer by @letehaha in 09e9c62c4
- feat: Improve categories watchlist widget by @letehaha in 84574acce
- feat(dashboard): give quick-menu widget settings the panel layout by @letehaha in ddaeb2d3d
- feat(i18n): add Slovak locale with Slavic three-form plurals by @letehaha in 1906b18aa
- feat(self-hosting): support Portainer stacks and document the setup by @letehaha in d6566289d
- fix(analytics): label period bars with the local month, not UTC by @letehaha in 32f368a22
- fix(transactions): keep leg types when editing a transfer via its income leg by @letehaha in d413b651a
- fix: keep cash flow widget visible when the current period is empty by @letehaha in a56cfc89d
- fix(import): reject undo of oversized bank-linked batch before queueing by @letehaha in 781440a48
- fix(docs): fix screenshot seed welcome and attachment steps by @letehaha in 8e84074ac
Full Changelog: v0.30.2...v0.30.3