Budgero Changelog

When you add a transaction for a payee you've used before, the category pre-fills with whatever you chose last time — marked with an amber ring so you can tell it apart from rule autofills. Explicit autofill rules still win, your own picks always win, and you can turn it off under Settings → Automation Rules.

Manage Payees now has checkboxes: select several payees — or every unused one with a single click — and remove them in one confirmed action, with one undo step. The confirmation tells you how many transactions are affected before you commit.

Your server now notices when a newer Budgero release is available and shows a banner in the app. The check is anonymous and can be disabled entirely with UPDATE_CHECK_DISABLED=true.

Date columns carrying a timestamp ("31/01/2024 12:30") or compact dates ("20240131") now parse correctly instead of silently falling back to the import date. When a date genuinely can’t be read, the preview now says so loudly instead of failing quietly.

Amounts like "$-54.20", Unicode minus signs from PDF statements, and the European whole-amount style "12,–" now import with the correct sign, so spending no longer occasionally lands as income.

Workspaces created on older versions now open reliably, the audit log survives deleting a budget, and locked shared workspaces show accurate messaging instead of a dead-end subscribe prompt.

The Prebuilt page now answers the questions a household actually asks: Wealth (am I growing?), Spending (where does it go?), In vs Out (within our means?), Plan vs Reality (did the budget hold?), Money Map, and Ledger. Each report opens with plain-language insights computed from your data, and the Wealth forecast shows an honest 95% confidence band with real statistics.

Stress-test your finances: start from your selected accounts' balance, scale monthly income and spending with sliders, drop in dated one-off inflows or outflows (a car repair, a bonus), and see exactly when — or whether — your balance would break. Choose between four baseline models, from flat average to seasonal patterns, and save scenarios to revisit later.

The report only a budgeting app can make: what you assigned each month against what you actually spent, which categories chronically run over their assignment, and how well your goals are being funded.

A recurring transfer that leaves your budget (like monthly investing) can now book as spending in a category of your choice, instead of always reducing Ready to Assign.

Adding a custom exchange rate now shows the computed reverse rate and creates it as its own entry by default — no more entering both directions by hand.

Every chart in the app moved to a new rendering engine: noticeably smoother interactions, tooltips and colors that follow all five themes and your chosen typeface, and a consistent visual language across analytics, dashboards, and AI-generated charts.

Explicit Start and End fields above the calendar — click a field, then a date, and you always know which end you're setting. Presets no longer truncate.

Dashboard widgets and AI charts whose queries compared dates with typed DATE literals failed with a binder error. They run again, including previously saved ones.

Switching light/dark could silently revert if the preference save hadn't reached the server yet. Your choice now sticks.

Badges, toggles, and dropdowns no longer truncate or wrap awkwardly under the wider monospace typefaces.

With a whole-number display format selected (like RSD 4,585), edit fields silently dropped cents: decimals couldn't be typed, editing an amount truncated its fraction, and split transactions with a fractional remainder showed "Remaining 0" while refusing to save. Edit surfaces now always accept and show full precision — your display format stays whole-number everywhere else.

Confirming a balance of 0 in the reconcile dialog never enabled the Reconcile button. Entering the seeded value now counts as confirming it, so empty accounts can be reconciled again.

Picking a currency from the full-list dropdown (rather than the quick-pick tiles) showed "$" on the accounts, goal, and summary steps regardless of your choice. All 168 currencies now display their correct symbol or code.

Admin commands (list-users, reset-password, …) opened a fresh empty database instead of the server's, reporting "user not found" for accounts that exist. They now target the self-host database, and errors print once instead of twice.

When the account list is truncated behind "Show All", accounts with a zero balance are now hidden first, so accounts you actually use stay visible.

Recurring transactions now support a third type alongside Income and Bill: Transfer. Schedule money to move between two accounts on a cadence — both sides show up in each account's register and upcoming panel, cross-currency amounts are converted automatically, and marking an occurrence ready posts both sides as a regular linked transfer.

Select a transaction on the All Transactions page and turn it into a recurring template straight from the toolbar — the editor opens prefilled with the amount, account, and category. Previously this was only available on individual account pages.

The export instructions now open by default when importing from YNAB, appear during onboarding, and link to the full guide — so the format settings that make an import lossless are hard to miss.

The offline mutation queue and your remembered master password are now encrypted at rest under a non-extractable device key, and key handling has been tightened across the board.

YNAB exports using MM/DD/YYYY dates were parsed day-first, silently shifting transaction dates. Budgero now detects the date order from the file itself, so imports come through correctly regardless of your YNAB date format.

The "Show Budget, Account, Category & Payee IDs" button no longer overflows its card on small screens.

Dates could shift by one day depending on your timezone — affecting month labels, spending charts, date filters, statement imports, and recurring schedules. All date handling is now timezone-safe. If you use recurring transactions, take a moment to confirm your bill dates are still correct.

Trial and lifetime plans now include the offline entitlement, so the app keeps working without a connection for the full length of your plan.

Signing in on a self-hosted instance could immediately bounce back to the login screen even with correct credentials. Sessions are now established reliably after signing in.

Entering a wrong username or password on a self-hosted instance now shows an invalid-credentials message instead of silently reloading the page.

The Budgero source code is now published on GitHub. Development history is public from this release onward, and self-hosters can build straight from source.

Every amount is now stored, computed, and synced as integer milliunits — no more floating-point drift in balances, goals, or currency conversions. Existing budgets migrate automatically, and devices on older versions are prompted to update before syncing.

Product analytics is disabled by default for new accounts and undecided devices. Trial-reward signals moved behind their own separate toggle, and all Google tracking has been removed.

Fonts, flag icons, the PDF worker, and the SQLite engine are now bundled with the app — zero runtime CDN dependencies, so Budgero works fully offline and self-hosted instances never call out.

The CC Payment category popover now shows the card balance, flags over-assignment with a warning badge, and offers a one-click reduction back to Ready to Assign.

A new donate page (pay-what-you-want) is linked from the website and from the About page on self-hosted builds.

YNAB imports and database restores now propagate live to your other open devices — previously they stayed invisible (and could even be overwritten) until a reload.

Mutations are delivered at-least-once with server acknowledgements, version gaps are detected and repaired, snapshot uploads are debounced and bound to their exact log position, and restores re-apply queued local changes safely.

Login rate-limiting, a registration toggle for self-hosted instances, a stricter Content-Security-Policy, WebSocket origin checks, and fail-closed authorization checks.

Auto-assign and cover-overspending use a single batch operation, and bulk transaction edits refresh the UI once instead of per row.

Starting balances, wages, and balance adjustments ("Inflow: Ready to Assign") imported into Uncategorized instead of Income. New imports categorize them correctly.

Fixed a race that could park the app forever on "Opening your local workspace", and another that left invite redemptions stuck on "Loading budgets…" until a manual reload.

Amount labels and account-currency fallbacks follow your budget’s display currency (some spots assumed USD), and transfer legs keep their value when you override an exchange rate.

Applying last month’s assignments when nothing was assigned last month now says so, instead of showing a misleading "select at least one category" error.

The "Create Your First Budget" screen now lets you switch to any of your other workspaces, so opening a workspace without budgets no longer forces you to create one there just to get into the app.

Transactions dated today no longer pick up the “upcoming” flag in your transaction lists — including when you leave Budgero open past midnight.

Changing your budget’s number format now updates the amounts shown on individual account pages right away, instead of only after a reload.

In an account’s Upcoming transactions header on mobile, the amount and its +/− sign no longer wrap onto separate lines.

A new Add Transaction button in the desktop header opens the add form from any page, including budget planning, so you no longer need to know the keyboard shortcut. The shortcut (⌘⌥T / Ctrl+Alt+T) is shown right on the button.

A built-in feedback widget lets you share ideas and report issues without leaving Budgero — open it from the feedback buttons in the app or the About links.

The Data Management page in Settings now shows how much space your local database is using.

If you use Budgero’s optional AI assistant, you can now connect a cloud provider with your own API key — your data only leaves your device when you choose this. The assistant can also run budget analytics, draw charts, and edit transactions for you.

Opening a transaction from the spending overview now shows a single, clean card — no more nested box-in-a-box or a stray collapse button that did nothing.

On smaller screens the budget header stacks into a full-width Ready to Assign with a centered month switcher, so it stays readable.

Attaching an image to the assistant now works in the hosted app — it was previously blocked by a browser security policy.

The quick-view editor opened from the spending overview now shows the transaction’s actual label instead of always showing “No label.”

With “Remember last category, payee, account” turned on, saving a transaction with no label is now remembered, instead of re-applying your previous label to the next one.

Undoing a change from the activity log now updates the screen right away, instead of needing a manual reload.

Collapsing or expanding groups, and switching months, no longer loses or jumps away from the category you had selected.

Rotated date labels along the bottom of charts now have room to render fully instead of being cut off.

Fixed a crash that could happen when encrypting very large changes, such as importing a big file.

Filter your accounts by name in the sidebar and on the All Accounts page. Search appears automatically once you have enough accounts, and the mobile account dropdown is now capped so long lists stay manageable.

Reconcile now targets your actual balance as of today instead of a balance that bakes in future-dated transactions, so the adjustment matches what you expect. The difference updates live as you type, a matching balance no longer shows a phantom "-0.00", and the dialog layout is cleaned up on mobile.

Fixed an issue where some rows could be silently skipped during a CSV import, and account balances now recalculate correctly when you undo an import.

Set the order accounts appear in the sidebar and mobile navigation from Settings → Appearance. Use the up/down arrows to move an account a step at a time; on-budget and off-budget accounts are ordered separately.

Extend an account register or a report past today and Budgero projects your unconfirmed recurring transactions inline — read-only rows marked with a badge, flowing into a running balance so you can see where an account is heading. Reports gain Next 30 days and Next 3 months presets.

New quick actions in the category context panel let you fully fund a goal, or pull back overfunding, without doing the math yourself.

The debt payoff simulator now collapses to a compact payoff summary and remembers whether you left it open, so the page stays focused until you want the details.

A category with a negative Available now offers a one-click action to cover the overspending. Pull the money from Ready to Assign or from any other category that has Available to spare, right from the popover.

Upcoming and projected transactions now use calendar and repeat icons instead of a sparkle, making it obvious at a glance which entries are scheduled versus recurring.

A Personalizing Budgero guide now documents themes and fonts, desktop and mobile budget table layouts, account order, the default home page, privacy mode, installing the app, and the over-assignment toggle.

Amounts are rounded before the over-assignment check, so a rounding remainder no longer triggers an overage warning for an overage of 0.00.

Occurrences you've already marked ready no longer linger in the account's upcoming panel, and the panel now surfaces the next genuinely due occurrence.

Yearly goal progress is now cycle-aware with an even-split pace and pace-based overfunding, so the amount needed this month reflects where you actually are in the year.

The original amount is no longer locked while editing splits. Change the total right in the split editor — on desktop and mobile — and re-balance the lines; the transaction updates in one save.

The dashboard card now shows future-dated transactions you entered manually (up to 3 months ahead) alongside the next charge of each recurring series, and says exactly how far it looks. Tap a recurring item to jump to its account, or a scheduled one to edit it on the spot.

Removed an artificial delay in transfer processing — moving money between accounts now completes about a second faster.

Toggling the privacy mask sometimes left amounts unmasked (or stuck masked) in the budgeting view, goal text, the assign menu, and the spending drawer. The toggle now applies everywhere, instantly.

Marking an occurrence ready from the account page dated the transaction today instead of its due date. Both surfaces now post on the due date, as promised in the confirmation dialog.

Credit-card spending recorded as a split transaction contributed nothing to "Funded from spending", leaving the CC Payment category negative after a payment even when fully budgeted.

Changing an existing account's type to credit card or loan now creates its CC Payment or Liabilities category, just like creating the account with that type from the start.

Saving the account edit form could silently detach a credit card or loan from its payment category, breaking rename syncing. Links are now preserved through edits and renames.

Reports now include donut charts breaking down your spending by payee and by label, alongside the existing category view.

A compact toolbar with the Ready-to-Assign chip and month navigation, tighter table rows, and smarter side-panel cards mean more of your budget fits on screen at once.

Adding a split transaction on a budget created with "create default categories" unchecked failed with an error. Every budget now includes the few built-in categories Budgero relies on, and existing budgets repair themselves automatically.

A split transaction's total is the sum of its lines, so the parent amount field is now read-only with a short explainer instead of silently ignoring edits.

The goal target amount field on desktop now accepts decimal values.

Declining the analytics cookie banner also stopped trial-reward progress from being recorded. Reward progress is functional and contains no personal data, so it is now tracked regardless of cookie choice.

A quick, optional question during onboarding asks where you heard about us, so we know where to focus.

The month label in Planning is now a picker: click it to open a year-and-month grid and jump straight to any month, instead of stepping through one at a time.

New sign-ups now land on the Planning view by default. You can change your starting page anytime in Settings → Appearance → Default Home.

The YNAB import dialog now shows an upload icon and the name of the file you selected.

Importing a YNAB export now categorizes both sides of an account transfer as transfers, instead of leaving the outgoing side Uncategorized.

When deleting a category and transferring its assignments to another category that already had an assignment for the same month, the amounts are now merged into a single row instead of creating a duplicate. This prevents the target category from showing doubled (or tripled) values in the budget.

Using the quick Pay button on a CC Payment row to pay from an account with a different currency now converts the amount from budget currency to each account currency independently. Previously, paying a USD card from a EUR account could send the wrong converted amount, leading to unexpected overspending or underpayment in the CC Payment category.

A new icon in the header opens a small dialog for bug reports, ideas, and praise. We see the message along with your screen path and app version so we can act on it. Available on the hosted plan.

Clicking the Available amount on a CC Payment row now opens a focused popover: pick a source account, confirm the amount, hit Pay. Budgero records the transfer in one shot — no need to detour through the transactions screen.

Clicking the Activity amount on a CC Payment row opens a list of this month's transfers covering that card, with a running total and per-row delete.

On the Appearance settings page and other pickers, the selection circles were nearly invisible against the cream background. They now mirror the checkbox treatment — clear outline when unselected, dark fill with a white dot when selected.

When you had multiple credit cards on budget, every card's CC Payment row showed the same Available amount — the funded total was being summed across all cards instead of attributed to the card that did the spending. Each card now shows what was funded by its own purchases (split proportionally when several cards shared a category).

Build real budgeting habits during your trial and unlock a discount on the yearly plan: 10% for logging transactions on 7 of your first 10 days (Foundation), 20% for reconciling an account and funding a goal (Discipline), and 35% for using the budget across two calendar months (Persistence). Earned discounts apply automatically at checkout for 24 months.

New signups now get 35 days to try Budgero, up from 14. More time to import accounts, build a budget, and see whether the manual workflow clicks for you.

In addition to CSV, the import flow now reads OFX/QFX (most US banks), QIF (legacy Quicken exports), and CAMT.053 XML (European bank statements). Latin-1 encoded files are detected automatically.

When you have access to multiple workspaces the budget picker now groups budgets under their workspace, with inline workspace switching from the same menu.

Picking "Ready to Assign" as the destination in the move-money popover now enables the Move button. Previously the button stayed disabled and the move was impossible.

The status dot in the budget planner now uses the same calculation as the goal-progress card, so a yearly goal with this month's milestone met shows green instead of amber.

The category filter chips on the budget planner now correctly identify under- and overfunded yearly goals based on this month's milestone, not the full annual target.

A 13-step flow walks new users through the zero-based budgeting idea, master password, currency, accounts, categories, a starter goal, and theme. Existing users are unaffected.

Workspace owners can invite collaborators with a zero-knowledge /join URL — the secret rides in the URL fragment so the server never sees it. Brand-new invitees get a shortened 3-step onboarding that joins the existing workspace instead of creating a new one.

A Klaro-powered consent banner now runs across the marketing site and app. PostHog stays uninitialized until the visitor accepts.

Goals now come in four self-explanatory types: Monthly Available Target, Monthly Allocation Target, Yearly Allocation Target, and Yearly Available Target. The old spending/savings toggle is gone — pick what you actually want to track and the math follows.

Annual expenses like car registration or insurance can now recur automatically. Set the target date once — the goal resets each year and carries planning forward without manual intervention.

Goal cards now show exactly how much to allocate this month instead of a confusing "pace" number that didn't match remaining progress. The final month displays what you need to complete the goal, not an inflated target.

Yearly goals now properly include assignments from earlier months in their cycle when viewing later months. Yearly Allocation goals track cumulative assignments and stop decreasing when you spend; Yearly Available goals track the balance toward the target date as expected.

The Fund Goals button now assigns the actual monthly milestone for yearly goals instead of attempting to fund the entire remaining target at once.

Goal status messages now consistently use your budget's currency throughout, including the final-month prompt.

Updated Go runtime and dependencies to address upstream security advisories.

Your master password mode (memory/session) and retention now sync via your account, so the setting follows you to every device. Fixes an issue where the unlock prompt could reappear on every reload when the setting came from another device. Your password itself is never stored on the server.

Updated Go runtime and database migration library to patch dependency vulnerabilities. Applies to both the cloud and self-hosted builds.

Multi-page statements now import in full, column detection handles messy layouts much better, and credit card statements with yearless dates (like "Oct 25") are detected — with a new "Default year" input so you can pin them to the correct year.

The configure step lets you drop banner rows from the top of a file and uncheck specific transactions before importing. Hold Shift and click a checkbox to toggle a range.

Account and All Transactions pages now have a rows-per-page selector (10, 20, 50, 100), remembered across sessions.

Date parsing now strictly honors the configured format, fixing a bug where strings like "10.03.2026" in DD.MM.YYYY could be mis-parsed as October and land in the future.

You can now archive accounts you no longer use. Archived accounts are hidden from navigation and pickers but stay in the budget so historical transactions and reports remain intact.

The standalone Budgero Core (browser-only, offline-first) edition is officially deprecated. Existing Core users can keep using it, but all new development is focused on the encrypted cloud and self-host editions. Marketing links and the dedicated Core build flavor have been removed.

Budget amounts now round consistently so values that were previously off by a sub-cent due to floating-point math display correctly.

Resolved an issue where the page could become unclickable after deleting a budget because a leftover pointer-events lock was not cleared.

New users now get their first backup grace window aligned to their backup frequency, avoiding spurious "backup overdue" warnings shortly after sign-up.

Budget and dashboard amount formatting now normalizes values that round to zero so covered overspending no longer appears as `-0.00`.

The Planning activity drawer and quick-view popup now show the correct positive amount and category metadata for inflow transactions assigned to a category.

Budgero no longer replays the full mutation log after restoring a fresh server snapshot, which prevented duplicate data from appearing after signing back in.

Resolved a startup race that could leave the app stuck on the "Checking your encryption key" screen after logging out and back in.

Startup now recovers more reliably when auth, workspace loading, and master-password checks update in quick succession.

Desktop transaction lists now support Ctrl/Cmd toggle selection, Shift range selection, row-click selection, and a header checkbox to select or clear the current page.

Transaction imports now map category names to existing categories first and reuse a single import category group, preventing duplicate category/group creation per row.

Updated self-host transition messaging to point to the correct destination link for sunset guidance.

New users now default to the Paper theme preset, with improved form-control contrast and legibility updates across key input surfaces.

App startup flow was consolidated into a unified guard chain with stronger service readiness handling and smoother offline recovery states.

Runtime sync now handles startup catch-up and mutation cursor recovery more reliably, reducing stalled or inconsistent sync states after reconnect.

Server static delivery now skips gzip for WASM assets and test mode no longer depends on bundled web dist output, improving runtime stability and CI reliability.

Refined mobile bottom navigation spacing and active-state styling to improve visual clarity in PWA and mobile views.

Track product warranties with names, expiry dates, amounts, and optional notes. Upload or capture receipt photos directly from your camera, link warranties to existing transactions with auto-filled amounts, and monitor active, expiring, and expired warranties at a glance.

Various fixes to sync, backup persistence, and workspace setup reliability.

Added a prebuilt `transactions_analytics` DuckDB view with denormalized account/category/group/payee/label fields, snake_case naming, and date buckets for week, month, quarter, and year.

Explorer now surfaces DuckDB views in the schema sidebar, supports schema search, distinguishes view/analytics objects visually, and includes expanded premade analytics queries.

Custom Dashboards now reserve bottom safe-area space on mobile so content stays above the navigation bar and remains fully reachable.

You can now pin Explorer charts to budget-scoped custom dashboards, reorder and resize widgets, and manage multiple dashboard pages across desktop and mobile.

Added a global header toggle to mask numeric values across calculator cells and key amount surfaces, with values revealed while actively editing.

Read-only report queries now run through DuckDB for analytics-oriented SQL support, and Explorer quick queries were updated for DuckDB compatibility.

Explorer SQL editor now uses a DuckDB-oriented dialect and schema-aware completion for more relevant keywords, functions, and table/column suggestions.

You can now create, edit, and delete labels in Settings, each with a name and color, and assign one label per transaction.

Transaction forms and transaction lists now include a dedicated label picker with color cues across desktop and mobile views.

Prebuilt Reports now include spending grouped by label, including an Unlabeled bucket for transactions without labels.

Transaction search now supports label tokens like `label:Travel` and includes label names in plain-text matching.

Users with collaboration access can now upload workspace blobs and update master-password and backup settings without a paid subscription, restoring normal shared-workspace sync behavior.

When an owner removes a user from their last shared workspace membership, collaboration access is now revoked automatically. Access stays enabled when the user remains a member in other workspaces.

Updating backup reminder frequency no longer clears the last downloaded timestamp, and recording a database backup no longer resets reminder frequency back to 7 days.

Self-host admin access checks now resolve correctly during initialization and profile loading, preventing false "Admin Access Required" screens for valid admin accounts.

Switching workspaces now refreshes the displayed budget name immediately, so the header stays in sync without requiring a manual page reload.

When automatic install prompts are unavailable (including iOS and unsupported browsers), Budgero now shows clear manual install instructions instead of hiding install guidance.

Transaction imports now accept tab-separated and semicolon-separated files in addition to standard CSV, making it easier to import data exported from more banks and tools.

Dashboard drilldowns now include split spending values correctly, so category and spending breakdowns stay accurate when transactions are split across multiple categories.

Budget guard and reconnect transitions during workspace switching are now more stable, preventing race conditions and UI flicker when moving between budgets.

The app runtime has been restructured with a new internal architecture, deduplicated modules, and streamlined coordination, resulting in noticeably faster app loading times.

Custom currency exchange rates set by users now correctly apply to transfers as well, ensuring consistent rate usage across all transaction types.

Improved accessibility on the calculator sheet for better screen reader support and keyboard navigation.

Your theme, color mode, and appearance settings are now persisted to your server profile, so preferences follow you across devices and browser sessions.

Major mobile panels — including spending, calculator, chat, debt payoff, budget context, and budgeting — now use the native Drawer component instead of Sheet for a smoother, more consistent swipe experience.

Reduced open-time jank on the mobile spending drawer for a smoother, more responsive budgeting experience on phones.

Self-hosted instances now correctly show a session expired state when receiving a 401, instead of silently failing or getting stuck.

Drag-and-drop for reordering categories now works consistently across all budget table layouts, preventing misaligned drops and ghost rows.

Swipe-to-reveal quick actions on mobile budget rows now use a consistent style and behavior across all layouts.

The mobile spending drawer no longer flickers, closes unexpectedly, or has elements disappearing on scroll. Fixed GPU compositing issues that caused broken rendering on Android Chrome and other mobile browsers. Closing a nested dialog (quick view, delete confirmation, reassign category) no longer dismisses the parent drawer.

Blob storage on self-hosted instances now aligns with the DB_PATH setting, so uploaded files are stored next to the database instead of in the default working directory.

PWA shortcuts now reliably deliver their intent to the running app via the Launch Handler API and hand off navigation to an existing app instance, preventing blank launches that required re-entering the master password.

Server-side blob downloads are now streamed more efficiently and Clerk JSON Web Keys are cached by key ID, reducing latency on authenticated requests.

Custom currency exchange rate edits now route through the sync engine correctly, fixing failures when updating rates in multi-device setups.

Third-party provider sync in SaaS mode has been moved off the profile request into an hourly background loop, reducing latency on profile loads and keeping provider data fresh automatically.

The exchange rate selector now shows only the flag and currency code for a cleaner, more compact display.

Deleting all transactions from an account could leave a tiny floating-point residual (e.g. -0.00) instead of exact zero, which blocked account deletion. The balance is now recalculated from scratch when the last transaction is removed.

Define your own exchange rates for multi-currency transactions. A new settings page lets you manage custom rates, and exchange rate details now appear in transaction forms, mobile cards, and the desktop transaction table.

Polished the desktop dashboard visual hierarchy with better spacing and layout, and widened the sidebar with improved scrollbar and account list styling.

Budget monetary values are now properly rounded to avoid floating-point display noise like $10.000000001.

Replaced the old generic themes with three distinctive new options: Phosphor (retro CRT terminal), Mesa (warm southwestern desert), and Obsidian (luxury dark with copper accents). Themes now support single-mode locking so dark-only and light-only themes auto-apply their color mode.

Budget table columns now auto-size to content instead of using fixed widths, preventing financial numbers from overlapping or truncating on small screens.

Ready to Assign is now centered in its own row with the month selector on a separate row below for better clarity on mobile.

Streamlined account pages, summary cards, dashboard widgets, and transaction list for improved responsiveness and readability.

Admin user management now correctly references "username" instead of "email" throughout the self-hosted interface.

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.