What's New
Inter-Account Transfers
- Transfer funds between accounts with manual FX rate support
- Cross-currency transfers with automatic conversion display
Payee / Entity Tracking
- New Payee entity — first-class merchant/person/company tracking, replacing free-text payee fields
- CRUD + Merge — create, edit, delete, and merge duplicate payees (reassigns all transactions)
- Rules engine integration — new
set_payeeaction auto-assigns payees to matching transactions - Bank sync & import — payees auto-created from OFX/QIF imports and bank sync raw payee data
- Analytics — per-payee spending summary (total spent/received, top category, last transaction, recent transactions)
- Frontend — full payee management page with search, favorites, merge flow, summary panel with recent transactions, and "View all" link to filtered transactions
- Transaction dialog — payee selector with inline payee/account row layout
- Transaction filters — filter by payee on transactions page, with URL param support for deep linking
- Localization — full EN and PT-BR translations for all payee features
Improvements
- Payee and Account selectors now share the same row in the transaction dialog for a more compact layout
Full Changelog: v0.4.4...v0.5.0