Budgero Changelog

Fixed an issue where overlays would disappear unexpectedly during interactions, ensuring consistent user experience across all components.

Added new budget preference to control whether over-assignment is allowed, giving users more flexibility in their budgeting workflow.

Your analytics preference is now saved to your account instead of just browser storage. The setting survives sign-outs and syncs across devices.

The floating budget context button on mobile now accounts for the iOS safe area inset, preventing it from being obscured by the home indicator.

Reducing an assignment or moving money now checks all future months for that category. If any month would go negative, a confirmation dialog lists the affected months and their projected balances before you proceed.

Transfers to off-budget accounts can now be assigned to a category, giving you more control over how off-budget money movement is tracked in your budget.

The collapse-all and hidden categories toggle buttons now appear correctly in the compact mobile budget header.

Hide categories you no longer need without deleting them. Hidden categories are grouped separately and always appear at the bottom of your budget table.

Drag-and-drop category ordering is now saved to your database instead of browser storage. Your custom order syncs across devices and survives browser cache clears.

The move money popover is now accessible from the Available column in compact and table mobile layouts, matching the functionality of the default card view.

Filter pills for amount searches now display the correct operator labels and support the equal operator for exact amount matching.

Search transactions using natural language like "last 30 days outflows groceries". The search bar now understands date ranges, transaction types (inflows/outflows/transfers), and category names—combining them into instant filters.

View and search across every transaction in your budget from one place. Access it directly from the sidebar on desktop or under Accounts on mobile.

The date range selector now includes an "All Time" option so you can quickly view your complete transaction history without setting custom dates.

You can now export your budget data directly from the subscription required screen, ensuring you always have access to your financial information.

The split details popup on desktop is now wider with better table formatting, making it easier to review and edit transaction splits.

Date range preset buttons now wrap properly on smaller screens, preventing layout overflow and improving touch targets.

Fixed an issue where the app would repeatedly attempt to fetch the profile when the server was unreachable. The app now waits for connectivity status before making requests.

Offline state is now detected using the connectivity service health probe instead of parsing error messages, making detection more reliable across different network conditions.

Fixed a bug where editing multi-currency transactions would incorrectly use the inverse of the exchange rate, causing incorrect converted amounts.

Fixed a bug where logging back in with the same admin credentials on self-hosted instances would fail after the initial session.

Create rules that automatically fill in transaction fields as you type. Set up patterns like "when payee contains Starbucks, set category to Coffee" and watch fields populate instantly.

Rules now support memo and payee fields for both conditions and actions. Match transactions by payee name, automatically set payees, or transform memos with regex patterns.

Settings have been restructured into clearer sections, making it easier to find display preferences, account options, and app configuration.

A new Privacy section in settings lets you control usage analytics. Disable anonymous usage tracking anytime if you prefer complete data privacy.

Track your brokerage accounts, 401(k), IRA, and pension funds separately from other assets. Each type has its own color and icon for clearer organization.

A new History tab on the Accounts page shows a stacked bar chart of your assets and liabilities over the last 24 months, with net worth comparison.

The dashboard balance card now correctly shows only cash accounts (checking, savings, cash), excluding credit cards and loans for a clearer picture of spendable money.

Real Estate, Other Assets, Investments, and Retirement accounts now appear in their own sections on the Accounts page instead of being grouped together.

Credit cards, loans, and mortgages now all use the same per-account linked category system, making debt tracking consistent across account types.

Renaming a debt account now automatically updates its linked category name, keeping your budget organized without manual edits.

When you rename an account, existing transfer memos now reflect the new name so your transaction history stays accurate.

Deleting a debt account now automatically removes its linked category, preventing orphaned categories from cluttering your budget.

Linked categories can no longer be accidentally deleted while their associated debt account exists. A clear error message guides you to delete the account first.

The recurring transaction form now uses the custom numpad input instead of the browser default number field, matching the rest of the app and improving mobile usability.

Deploy Budgero on your own infrastructure with Docker. Full end-to-end encryption, complete data ownership, and no reliance on external services.

All amount fields now feature a dedicated numpad with expression support. Type "100 + 50" or "1000 * 0.3" and let Budgero do the math.

Choose between card, compact, and table views for your budget on mobile. Switch layouts from the toolbar to match how you prefer to work.

Zero values now display as empty fields when editing, reducing clutter and making it faster to enter new amounts without clearing placeholder text.

Connect Budgero to local language models via Ollama or LM Studio. Your financial conversations stay private with local models.

Let AI suggest categories for new transactions based on payee, memo, and your existing spending patterns. Review suggestions before applying.

Snap a photo of any receipt and let AI extract the merchant, amount, and date. Works with your local LLM for complete privacy.

Ask questions about your budget in natural language. Get insights on spending trends, category breakdowns, and budget health without leaving the app.

Speak your transactions naturally and let local Whisper models transcribe them. Say "coffee at Starbucks for $5.50" and Budgero handles the rest—completely offline.

Add transactions programmatically from external scripts, automations, or services. Generate an API token in Settings, encrypt your payload, and push directly to your budget.

A first-party Python client for the Push API with built-in AES-256-GCM encryption. Install via pip and start automating transaction imports in minutes.

Track every mutation across your budget in a new Settings page. See timestamps, operation details, and origin (local vs remote), with one-click undo for reversible actions.

Budgero now saves your most recent payee, account, and category so repeat entries start prefilled and faster.

A dedicated numeric keypad appears on touchscreens across the app, making amount entry smoother on phones and tablets.

Press Ctrl + Alt + T (⌘ + ⌥ + T on macOS) from anywhere to open the transaction form without leaving the keyboard.

Finish new transactions with Ctrl + ⏎ (⌘ + ⏎ on macOS) so keyboard flows match the rest of Budgero’s dialogs.

You can now drag and drop CSV or PDF files anywhere in the app to trigger an import, making it faster to bring in your data.

Split transactions now display correctly in quick views and have a polished layout on mobile cards, ensuring complex spending is easy to read on any device.

Fixed issues with offline guard fallbacks and forced sign-out on expired tokens to ensure your session state remains consistent and secure.

Self-host references were renamed to “Budgero Backup” across the import flow and docs, so new teams always see the terminology used in product.

Manual update checks surface clear status toasts and only prompt when a fresh build is available, so you always know whether Budgero pulled down anything new.

Resolved a bug where the old update overlay reloaded the PWA multiple times after an install, keeping the refresh to a single, predictable pass.

Split rows now respect category changes, show clearer totals, and keep amounts in sync so you can break up purchases without surprise leftovers.

The compact table view received spacing, typography, and highlight tweaks that make monthly plans easier to scan on both desktop and tablet widths.

Every account now surfaces its current balance right inside the sidebar list, giving you instant context while you jump between budgets.

A browser-based, offline-first edition that keeps your budget in OPFS. No account required, perfect for single-device workflows.

Updated budgero.app with Core vs Full comparison, revised FAQs, and a new pricing table highlighting the 14-day trial for paid plans.

Core now registers a PWA service worker, precaching assets so the experience works offline and can be installed like an app.

Spin up shared budget spaces, invite collaborators, and mirror assignments live so couples and teams stay perfectly in sync.

The Electron build now bypasses the onboarding tour entirely, letting experienced users jump straight into their budgets.

We removed the manual service worker update button from desktop settings to avoid confusing actions that do not apply to native builds.

Rules and recurring transactions now live together on the Automations page, complete with desktop dialogs, mobile drawers, and notification opt-ins for Electron and PWA builds.

Convert any transaction selection into a recurring template straight from account toolbars, pre-filling the editor so you can schedule paycheques and bills in seconds.

The editor adopts our calendar picker with past dates disabled, responsive card actions, and mobile drawers that prevent buttons from spilling offscreen.

Replaying queued mutations now skips reapplying local inserts, so new rules and recurring transactions appear exactly once even after reconnecting.

Collapsed and expanded category groups now sync to local storage so the budget table reopens exactly how you left it across reloads and tabs.

Budget table and goal cards received responsive tweaks around tablet widths, preventing cramped totals and awkward wrapping.

Goal status messages now rely on the same currency locale as the rest of the app, so progress and target amounts line up.

Transfers directed to off-budget accounts correctly decrease Ready to Assign, keeping your cash flow math precise.

Introduced selectable presets with persistence so you can swap Budgero’s look without losing your preferred light or dark mode.

Choose from Twitter Blue, Paper, Neo Brutalism, Bubblegum, or DOOM 64—each tuned with custom OKLCH tokens, fonts, shadows, and sidebar accents.

The appearance picker now previews palettes, manages data-theme attributes, and keeps light/dark controls close at hand.

Dashboard transaction headers scroll with the list again so your view stays focused on the entries you are reviewing.

Metric cards, chart filters, and detailed views now wrap neatly on smaller screens, leaving room for the mobile bottom nav and preventing cards from spilling offscreen.

Income vs Expense and Spending Over Time charts adopted compact K/M formatting and wider plotting areas so big budgets stay readable at a glance.

Click any monthly total to pop open a curated list of the underlying transactions, complete with account, memo, and amount details filtered by date, category, and accounts.

Shared multi-select account/category controls keep filters aligned across analytics cards, and date presets now focus on 14/30/90-day windows for quick comparisons.

Category rows, group headers, and totals received a slimmer, stacked layout so memos truncate gracefully, metrics hug the right edge, and the table shrinks without clipping on narrow screens.

The multi-month planner is now reserved for spacious desktops (≥1600px) and each month card stretches independently, giving a clearer snapshot when you open the sheet.

Drag-and-drop grips stay visible on desktop so reordering groups and categories is effortless, even with the tighter layout.

PWA install prompt from the setting page is now hidden on iOS devices as PWA installation is not supported on iOS. To install the app on iOS, users can use the "Add to Home Screen" option from the Safari share menu.

Creating goals or categories no longer re-opens the onboarding flow once your profile is marked complete, keeping experienced users focused on budgeting.

New users are welcomed with an intro screen and step-by-step guidance through master password setup, budget creation, and the essentials needed to start budgeting securely.

Wrapping up onboarding now lands on a dedicated “You did it!” moment that reinforces progress and highlights the next best actions.

Category groups, categories, goals, and assignments now light up right where work needs to happen—complete with scroll-into-view hints so nothing gets lost.

When you import from YNAB we auto-complete onboarding tasks, skip redundant walkthroughs, and keep the server in sync so you can get straight to budgeting.

Launched this page so you can follow product updates without digging through release notes or social posts.