This release sharpens everyday workflows with a reworked Payees page, searchable category pickers, smarter rule editing and wallet-tracked goals. It also adds three new currencies and fixes some sharp edges in connected accounts, Google sign-in and deployments.
Features
- Payees page rework. The Payees page now searches and filters server-side (by name/notes, type, and favorites), with debounced input, bookmarkable URL state, bulk Shift+Click selection, and a Transactions-style filter bar, so it stays fast as your payee list grows. Contributed by @DannyFeliz (#360) 🎉
- Searchable category picker & filters. Category dropdowns and the transactions category filter are now type-to-search comboboxes, so finding the right category is quick even with a long list. Contributed by @DannyFeliz (#364) 🎉
- Teach an existing rule from a transaction. The transaction "Create Rule" menu gains an Add to existing rule action: append the transaction's description to a rule as a
contains/starts_withmatch, and matching history is re-categorized immediately. Contributed by @DannyFeliz (#347) 🎉 - Wallet tracking for goals. A goal can now track the combined value of every asset in a wallet, so a single goal follows a whole investment bucket. Contributed by @RomuloGatto, from @ingridmachado's idea (#356, #342) 🎉
- Three new currencies 🌍 Added the Russian Ruble (RUB), Guatemalan Quetzal (GTQ) and Philippine Peso (PHP), each with its symbol, flag and locale-aware formatting. RUB by @asspaev (#355); GTQ from @titeishon's request (#365, #359); PHP from @chisato04's request (#366, #358) 🎉
Fixes
- Connected credit cards no longer double-count. SimpleFIN reports card debt with the opposite sign convention, so re-typing a connected account to credit card could flip its balance and inflate net worth by roughly 2×. Balances are now normalized at ingestion and self-heal on the next sync. Contributed by @ADolkun (#351) 🎉
- Sign in with Google works again. OIDC login failed for any provider whose ID token carries an
at_hashclaim (Google always does). The token'sat_hashis now properly verified instead of rejected. Contributed by @ADolkun (#350) 🎉 - Sync animation stays on the right account. Triggering a sync on one connection spun the icon on every account; now only the account actually syncing shows the animation. Closes #357 reported by @ingridmachado (#367) 🙏
- No more 502s after a redeploy. Nginx cached the backend's IP and served 502s when only the backend container was recreated; it now re-resolves the backend hostname at request time. Closes #298 reported by @garrucho (#368) 🙏
Big thanks to @DannyFeliz, @RomuloGatto, @asspaev and @ADolkun for the code, and to @ingridmachado, @titeishon, @chisato04 and @garrucho for the ideas and reports that shaped this release 💜
Full Changelog: v0.13.6...v0.13.7