What's Changed
🏷️ Tag analysis widget
You can now add a Tag analysis widget to your MoneyMatter dashboard. Pick the tags you want to compare, and the widget shows how your spending splits between them, as a share of those tags' total or as a share of your income. Set a target percentage per tag to spot the ones running over. Turn on transfers to count money you move to savings. Click any slice to open its transactions. A transaction with two of your chosen tags counts in both.
💼 Capital refunds for venture deals
Venture deals have a new event type, Capital refund, for money a fund sends back without investing it. A capital refund lowers your cost basis and doesn't count as a distribution, so DPI, carry and deal status stay the same, while IRR counts it as cash you got back. You can also link transactions to a venture event when their total differs from the event amount.
✨ Other Improvements
- On the Trends page, the Over time chart now ends at the month you pick. Picking a month from the past year used to keep the chart on the last 12 months and only move the highlight.
- On self-hosted MoneyMatter, the sign-in and sign-up pages and the login methods settings show only the Google, GitHub and Apple options your server has keys for. Options without keys couldn't work there. moneymatter.app was not affected.
🐛 Bug Fixes
- If you sync N26 through Enable Banking, card payments where the merchant held more than it finally charged (EV charging, for example) lost their actual charge: MoneyMatter imported the release of the unused hold and skipped the charge itself. Both now import. Card payments without a hold were not affected. Thanks to @LolloKappa for the report.
📝 Code Changes
- fix(enable-banking): import charges sharing a hold's entry_reference by @letehaha in f1207ed13
- feat(venture): add capital_refund event type by @letehaha in 2269600be
- fix(trends): end Over time chart at selected period, drop bar dimming by @letehaha in 3cbc2cb59
- feat(auth): hide OAuth providers that aren't configured on the server by @letehaha in 5dc23f74b
- chore(i18n): new Crowdin translations by @letehaha in #865
- chore: bump version by @letehaha in 9c8836ef2
- feat(dashboard): add Tag analysis widget by @letehaha in 4bdc0137f
Full Changelog: v0.33.13...v0.33.14