new

improved

fixed

Budget

Beta

#233

This update includes new features, improvements and bug fixes for the new budgeting feature (currently only available for beta testers):
šŸŽ New features
  • Added 'Twice a month' as a custom budget option, e.g. 1st-14th and 15th-31st
  • Adjust or reset the starting balance for rollovers at any point in time, as many times as needed
  • Easily review and remove balance adjustments from the 'Adjustments History' log: image
ā­ļø Improvements
  • Income category rollover options are now discontinued. Instead, all income flows into the general pool. To maintain similar functionality, go to 'Budget Settings' to enable the global rollover setting
  • Budgeting period header now respects user's date format preferences
  • Added darker shade to category group rows in the inflow and outflow tables
šŸ”§ Bug Fixes
  • The one where indentation on the Settings View didn't respect dark mode
  • The one where the 'Pad your budget' tooltip displayed income as negative
  • The one where excluded income categories reflected in the Budget Breakdown
  • The one where custom budget periods starting on day 29, 30 or 31 didn't work as expected
  • The one where the 'Move Budget' button could unintentionally be clicked more than once
  • The one where the 'Available' column in Budget Breakdown had inconsistent coloration
  • The one where the 'Available' column in Budget Breakdown ignored projected spend
  • The one where currency wasn't respected for individually set one-click budgets
  • The one where category group budgets from Budget v1 did not transfer to Budget v2
  • The one where sorting by category name on the Budget page didn't work as expected
  • The one where the monthly summary on the Transactions page didn't account for recurring items