What's Changed
🔗 Split one refund across several purchases
In MoneyMatter you can now link one refund to several purchases and set how much of it goes to each. If one refund covers two orders, link it to both and give each its share. Stats, budgets and exports count only the share you gave each purchase. The Link refund dialog now shows everything in one list, with a meter for how much of the refund you've assigned. Thanks to @NightFurySL2001 for the request.
✨ Other Improvements
- If you hold investments, the balance and net worth charts load faster. The gain is largest for crypto.
🐛 Bug Fixes
- On an account's page and in a loan's payments list, transactions didn't show their tags, splits or groups. The main Transactions page was not affected.
- When you filtered transactions by tag, each row showed only the tags that matched the filter. Rows now show all their tags.
- On phones, tapping the arrow on the tag picker in the transactions table closed the list and opened it again right away, so you couldn't reach Save.
- In a data export, transactions on an account someone shared with you had an empty Account column. Transactions on your own accounts exported fine.
- If you started a second YNAB import while the first was still running, both imports could add every transaction, so you ended up with duplicates. MoneyMatter now asks you to wait until the first import finishes.
- If you synced several bank accounts at once, the sync could fail for one of them. MoneyMatter now retries that account once.
- When the main AI model was unavailable or you had reached its daily limit, suggested budget plans came back as the basic list without AI grouping. You now get the grouped layout from the backup model.
📝 Code Changes
- feat(refunds): Link one refund to several purchases with per-link shares by @letehaha in #853
- fix(tags): let the chevron close the tag picker on touch devices by @letehaha in b5bbdd438
- fix(budget-plans): use thinking level the Gemini fallback accepts by @letehaha in 6d819514d
- fix(enablebanking): treat API timeouts as an outage, not a provider error by @letehaha in a4f276f69
- fix(venture): log xirr non-convergence below Sentry threshold by @letehaha in 204da0b95
- fix(brand-logos): log retried logo jobs below Sentry threshold by @letehaha in 72a8223f4
- fix(lunchflow): log currency-less account skips below Sentry, alert on mass skips by @letehaha in 3d2732c91
- fix(simplefin): log legacy bridge notices below Sentry threshold by @letehaha in 36deb2760
- fix(api): treat truncated response bodies as network errors by @letehaha in 1c4336224
- fix(auth): don't report server-side failures during session validation by @letehaha in a24504e14
- fix(chunk-reload): report an exhausted retry cap once per page load by @letehaha in fa2f010c8
- refactor(transactions): drop dead transfer-pair query invalidations by @letehaha in 322be1d23
- fix(bank-sync): read sync status outside an aborted sync transaction by @letehaha in ce87caab9
- fix(ynab-import): allow only one import per user at a time by @letehaha in 7c383efed
- fix(data-export): resolve names of shared accounts in transactions by @letehaha in 84b9b0a5e
- perf(stats): load one security price per day for balance history by @letehaha in a95ec63f6
- fix(bank-sync): retry an account sync once after a deadlock by @letehaha in 786c9090e
- fix(accounts): show tags, splits and groups in account transaction lists by @letehaha in 40c2a429a
- refactor(transactions): always return full shape on transaction reads by @letehaha in #857
- chore(i18n): new Crowdin translations by @letehaha in #851
- chore(i18n): new Crowdin translations by @letehaha in #856
- chore: bump version by @letehaha in e9ec54a71
Full Changelog: v0.33.10...v0.33.11