This release focuses on making the core experience smarter, more reliable, and more polished across the entire product. We significantly improved transaction management with richer metadata, better merchant and category detection, expanded rules capabilities (including new filters, actions, visibility into executions, and quality-of-life enhancements), plus stronger LLM support.
Banking and data integrations are more robust, with multiple fixes and enhancements across Enable Banking (still beta!), SimpleFIN, imports, account linking, and pending transaction handling. On the experience side, we delivered broad UI and mobile refinements across budgets, outflows, transactions, settings, and navigation, alongside expanded localization support and visual consistency improvements.
Under the hood, this release also advances platform maturity with new API endpoints, improved documentation, flexible SSO configuration, infrastructure hardening, and an official Helm chart laying a stronger foundation for future features while delivering immediate day-to-day improvements.
What's Changed
- Fix Enable Banking sync date determination by @alessiocappa in #393
- Include transaction notes in LLM data for merchant/category determination by @alessiocappa in #394
- Fix negative values in test data by @sokie in #399
- Retrieve only accounted transactions from Enable Banking API by @alessiocappa in #404
- Include subcategories in transaction search filters by @Copilot in #401
- Mobile drag and re-order fixes by @sokie in #408
- Simplefin liabilities recording fix by @luckyPipewrench in #410
- Display provider merchants alongside family merchants by @jjmata in #418
- Add rules import/export support by @jjmata in #424
- fix: Apply right formatting for money values in outflows section by @alessiocappa in #425
- Add Recent Runs visibility for rule executions by @jjmata in #376
- Eval Framework + Small LLMs improvements by @sokie in #400
- Provider generator by @sokie in #364
- Skip generators autoloading by @sokie in #430
- Include Enable Banking items in Syncer by @alessiocappa in #434
- Fix budgets page UI by @alessiocappa in #427
- feat(lang): add all brazilian portuguese translations by @marconneves in #416
- Add exclude transaction rule action by @Copilot in #437
- fix: Update budget percentage determination method by @alessiocappa in #440
- Add transaction details and notes filters to rules engine by @Copilot in #439
- Replace text-danger with text-destructive in reports views by @hendriksen-mark in #444
- Outlfows UI adjustments by @alessiocappa in #443
- feat: Allow account linking for Enable Banking accounts by @alessiocappa in #428
- Expand budgeting icon options by @jjmata in #341
- Rules: Fix no action conditions by @DeathCamel58 in #447
- Add API endpoint for triggering family sync by @hendriksen-mark in #423
- Fix SimpleFin missing transactions by @luckyPipewrench in #449
- Highlight current month in trends insights table by @hendriksen-mark in #448
- Add official Sure Helm chart with HA Postgres/Redis support by @luckyPipewrench in #429
- Address remaining CodeRabbit comments from PR #267 #351 by @luckyPipewrench in #451
- Fix mobile bottom navigation disappearing on page navigation by @k3rnel-pan1c in #453
- Add RSwag coverage for
/chatand/transactionsAPI endpoints by @jjmata in #210 - Add categories endpoint in API by @sokie in #460
- Allow LLM to enhance provider merchants by @sokie in #455
- Recurring fixes by @sokie in #454
- Fix CSV import with no currency by @sokie in #462
- Add chinese translation support by @jiang123574 in #458
- Fix api call for cloudflare API by @sokie in #467
- Bump aws-sdk-s3 from 1.177.0 to 1.208.0 by @dependabot[bot] in #465
- Demo warning in
/chatUI by @jjmata in #466 - Add Chinese localization by @jiang123574 in #464
- Pending detection, FX metadata, Pending UI badge. by @luckyPipewrench in #374
- Fix missing product_name interpolation in all import confirmations by @Copilot in #475
- Translate navigation labels (main nav + settings) by @jjmata in #472
- Fix Broken Account Re-linking Feature by @luckyPipewrench in #469
- Handle missing category import headers and accept name* by @Nelluk in #487
- Add Chinese localization by @jiang123574 in #471
- docs: AI_DEBUG_MODE to AI setup docs by @xBlaz3kx in #494
- Add configurable multi-provider SSO, SSO-only mode, and JIT controls via auth.yml by @luckyPipewrench in #441
- QOL: Pre-fill rule suggestion with transaction name and category by @adamescj in #497
- Add instituion details & notes to Account model by @Matthew-Kilpatrick in #481
- Settings page UI improvements by @alessiocappa in #495
- Transactions & Activities pages improvements by @alessiocappa in #452
- Fix GPU artifacts bug by @xenos1337 in #498
- feat: add compose example with local LLM by @xBlaz3kx in #489
- Revert "Fix GPU artifacts bug" by @jjmata in #510
- Helm chart: render CNPG spec.backup + method inference for volume snapshots (and support spec.plugins) by @luckyPipewrench in #504
- Fix Helm chart Redis URL port formatting for redisSimple mode by @luckyPipewrench in #517
- Add print stylesheet for reports page by @jjmata in #499
- Transfer Matching: Larger match date window for manual matching by @DeathCamel58 in #514
- Fix: make rolling update strategy configurable to prevent deadlock with topology constraints by @luckyPipewrench in #522
- Bump uri from 1.0.3 to 1.0.4 by @dependabot[bot] in #523
- Fix action value rendering for text-type executors in rule form by @Copilot in #527
New Contributors
- @marconneves made their first contribution in #416
- @k3rnel-pan1c made their first contribution in #453
- @jiang123574 made their first contribution in #458
- @Nelluk made their first contribution in #487
- @adamescj made their first contribution in #497
- @xenos1337 made their first contribution in #498
Full Changelog: v0.6.5...v0.6.6