Budgero Changelog

• New

  EU bank sync (beta)

  Connect European banks through your own Enable Banking account. Bank traffic passes through Budgero only as encrypted data it cannot read. SimpleFIN and Enable Banking can be connected side by side.

• Improved

  Bank sync feed settings

  For each linked account, choose whether pending transactions import as uncleared, and which fields become the date, payee and memo. Country and bank pickers are searchable and show bank logos.

• New

  Sync status page

  Settings → Sync status shows pending changes and the server’s change log, and can download your budget again.

• Fixed

  Month label truncation

  The month picker label no longer gets cut off with wide theme fonts.

• Fixed

  Bank sync settings page

  Settings → Bank sync opens again. In v1.15.0 it showed a blank page, so SimpleFIN could not be connected.

• New

  Bank sync (beta)

  Connect your own SimpleFIN Bridge subscription (US and Canadian banks) to import transactions automatically when you open Budgero. The connection is stored encrypted in your budget and Budgero’s servers never see your bank data. Transactions that look like ones you already entered are offered as matches. This is a beta: if your bank is on SimpleFIN, we’d love your feedback on how imports and matching work for you.

• New

  Uncleared filter and shortcuts

  Account pages have an Uncleared toggle next to Uncategorized. Press ⇧C or ⇧U to switch either filter on and off.

• Fixed

  Spending breakdown matches Activity

  Clicking a category’s Activity now includes transactions dated later in the month and subtracts refunds, so the breakdown total matches.

• Fixed

  Upcoming recurring follows the date range

  The register only shows upcoming recurring transactions within the selected date range. Choose a range that extends past today to see them.

• Fixed

  YNAB file import amounts

  YNAB file imports detect the export’s number format automatically, so amounts like $0.00 no longer stop the import when the budget uses a different number format.

• New

  Cleared transactions

  Mark transactions uncleared or cleared alongside reconciled. The account header shows your cleared balance, and reconciling compares it and locks only cleared transactions. Existing transactions start as cleared, and YNAB imports keep their cleared status.

• New

  Cleared shortcuts and search

  Press C to toggle cleared on the selected rows, and filter the register by cleared, uncleared, or reconciled.

• New

  Upcoming recurring in the register

  Scheduled recurring transactions appear inline in the register, where you can mark them ready or skip them.

• New

  Possible duplicate hints

  When you add a transaction that looks like an existing one, Budgero warns you. Switch it off or adjust how close a match has to be in Settings.

• New

  AND/OR rule conditions

  Chain rule conditions with AND or OR. AND is checked first, so each OR starts a new group.

• New

  Push API splits, updates, deletes, and transfers

  Push split transactions, update or delete pushed transactions by their message ID, and add linked transfers. The Python SDK supports all of these.

• New

  YNAB import Ready to Assign breakdown

  When the imported Ready to Assign doesn't match, the import shows which categories cause the difference.

• New

  Keyboard shortcuts dialog

  A header button lists every shortcut, labelled for your platform.

• Improved

  Compact rules page

  Collapsible rule rows show conditions and actions. The rule form is tighter, with searchable category and account pickers.

• Improved

  Compact recurring page

  Upcoming occurrences collapse under their schedule.

• Improved

  YNAB import verification

  A clearer verification table after import, and integrity mismatches are now warnings instead of errors.

• Improved

  Consistent icons

  One recurring icon everywhere.

• Fixed

  Date range picker

  Its width no longer jumps.

• Fixed

  Push API

  Referenced updates are applied atomically, deletes are safe to repeat, and account currencies are preserved on transfers.

Thank you to @caleonardo for contributing Fixing the date picker width. in PR #18.

Thank you to @caleonardo for contributing Turning YNAB import integrity mismatches into warnings. in PR #22.

Thank you to @caleonardo for contributing Ready to Assign discrepancy attribution for YNAB imports. in PR #23.

Thank you to @caleonardo for contributing The YNAB import verification table. in PR #24.

Thank you to @f-liva for contributing Split transactions in the Push API. in PR #20.

Thank you to @f-liva for contributing Updating and deleting pushed transactions by reference. in PR #21.

Thank you to @f-liva for contributing Linked transfers in the Python SDK and docs. in PR #25.

• Improved

  Faster date range navigation

  Select a month and step between years in date range filters, then choose a day. Jump back to the current month without changing the selected range.

• Fixed

  Account transactions refresh after changes

  Account transaction lists, summaries, upcoming transactions, and balance history now refresh after transaction edits and other changes that affect account transactions.

Thank you to @caleonardo for contributing Faster month and year navigation in date range filters. in PR #7.

Thank you to @f-liva for contributing Correcting the Push API documentation’s required encryption salt prefix. in PR #11.

• Improved

  Faster date range navigation

  Select a month and step between years in date range filters, then choose a day. Jump back to the current month without changing the selected range.

• Fixed

  Account transactions refresh after changes

  Account transaction lists, summaries, upcoming transactions, and balance history now refresh after transaction edits and other changes that affect account transactions.

Thank you to @caleonardo for contributing Faster month and year navigation in date range filters. in PR #7.

Thank you to @f-liva for contributing Correcting the Push API documentation’s required encryption salt prefix. in PR #11.

• New

  Use Budgero in four more languages

  Use the app in German, French, Spanish, or Dutch, including onboarding, budgeting, transactions, reports, goals, and settings. Budgero detects a supported browser language on first use; change it under Settings → Appearance. The choice is saved on this device.

• Improved

  Dates follow your display language

  Month and weekday names, date labels, and relative times follow the selected app language. Currency and number formatting remain controlled by your budget settings.

• Fixed

  Dialogs and controls fit smaller screens

  Dialogs stay within the screen and scroll when needed. Transaction forms and report controls make room for longer translated labels on smaller screens.

• Fixed

  Clearer budgeting and transaction wording

  Corrected savings terminology, exchange-rate descriptions, goal messages, and spacing in translated labels. French goal titles, funding-priority guidance, and recurring-transaction navigation now use clearer phrasing.

• Fixed

  Consistent onboarding language

  French illustrations now use “vous” throughout. Onboarding text uses consistent budgeting terms and correctly points to Settings → Appearance for changing the display language.