New Features
This release introduces several new features to help users manage their transactions, visualize monthly cash flow, and improve overall navigation.
Transaction Updates
Recurring Transaction Tracking
For most people, a large portion of their monthly spending consists of recurring transactions, such as rent, utilities, car payments, and subscriptions.
Tracking these recurring transactions can help you understand how much money you have available for discretionary spending each month.
A new sub-page has been added to the Transactions page for creating and managing your recurring transactions.
You can set up rules to define how recurring transactions are identified, including the transaction amount, frequency, and category.
From there, you can mark transactions as recurring, and Budget Board will use this data to predict future occurrences.
These predictions will show up on the Budgets page, providing an estimate of your spending for the month ahead.
Transfer Transactions
Transfer transactions move money from one of your accounts to another without changing the net cash flow of your overall budget.
Examples include moving money to your savings account or paying off a credit card balance (assuming you are tracking individual credit card transactions).
A new feature has been added to allow you to group inflow and outflow transfer transactions together to better highlight the movement of money between your accounts.
CSV Import Improvements
Background CSV imports
Previously, very large imports would take long enough that the HTTP request could time out, causing the import to fail.
This update moves the import to a background process on the server that the web client can poll for progress updates.
There is a new progress indicator in the web client that allows you to continue working in the app while your import runs in the background.
CSV duplicate review
The duplicate transaction review feature has been relocated to its own step in the import process, placing it after you have assigned transactions to their accounts.
This fixes a previous issue where duplicate transactions would be flagged even if they were in separate accounts.
The new step also provides more information about why the transactions are considered duplicates.
Widget Updates
New Cash Flow Sankey Chart
A new Cash Flow Sankey Chart widget has been added to help visualize the flow of money between the different transaction categories.
The chart can also be found under the Trends page.
Custom Metric Date Ranges
The Metrics widget has been updated to support more complex custom date ranges, allowing you to specify more precise time periods for your data analysis.
UI Enhancements
Month-Based Transaction Browsing
The transactions page has been updated to support month-based browsing instead of arbitrary page numbers.
The browsing experience should now be similar to navigating budgets.
Sidebar Navigation
The sidebar has been updated from the smaller list of icons to a more comprehensive navigation menu that includes both the top-level pages and the sub-pages that were previously under the settings button.
This should make it easier for newer users to find certain features and make navigation more intuitive for familiar users.
The sidebar can be collapsed back to the smaller list of icons by clicking the collapse button at the top of the sidebar.
Budget Icons
The budget page now includes icons for each budget category, allowing you to quickly identify and differentiate between categories at a glance.
What's Changed
- Transactions by month by @teelur in #1016
- Make loader row only render when loading by @teelur in #1017
- Add sankey graph by @teelur in #1018
- Move import to worker, so the connection doesn't time out on very large imports by @teelur in #1019
- Improve server deployment reliability by @teelur in #1020
- Some style updates by @teelur in #1026
- Sidebar update by @teelur in #1027
- Translations update from Hosted Weblate by @weblate in #1005
- Translations update from Hosted Weblate by @weblate in #1028
- Misc csv import fixes by @teelur in #1030
- Add linking transactions by @teelur in #1032
- Add recurring transactions by @teelur in #1036
- Translations update from Hosted Weblate by @weblate in #1029
- Add a start and end range for metric widget by @teelur in #1038
- Added emoji icons to the Budgets page by @theophilustex in #1042
- Fix budget progress calculation by @teelur in #1044
- Translations update from Hosted Weblate by @weblate in #1037
- Bump browserslist from 4.24.4 to 4.28.9 in /client by @dependabot[bot] in #1045
- add recurring rules to the demo by @teelur in #1046
- Bump js-yaml from 4.3.1 to 4.3.2 in /client by @dependabot[bot] in #1048
- Bump @humanfs/node from 0.16.6 to 0.16.8 in /client by @dependabot[bot] in #1049
- Bump postcss-selector-parser from 7.1.0 to 7.1.6 in /client by @dependabot[bot] in #1050
New Contributors
- @theophilustex made their first contribution in #1042
Full Changelog: v3.7.0...v3.8.0