- New
Guided onboarding for new accounts
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.
- New
Share a workspace via /join links
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.
- New
Cookie consent banner
A Klaro-powered consent banner now runs across the marketing site and app. PostHog stays uninitialized until the visitor accepts.
Budgero Changelog
We ship improvements weekly so you can budget with confidence. Browse everything we've released, polished, and fixed without waiting for the next newsletter.
- New
Four clear goal types
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.
- New
Recurring yearly goals
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.
- Improved
Clearer goal progress
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.
- Fixed
Goal progress correctly counts historical assignments and spending
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.
- Fixed
Auto-assign "Fund Goals" uses the correct monthly amount
The Fund Goals button now assigns the actual monthly milestone for yearly goals instead of attempting to fund the entire remaining target at once.
- Fixed
Currency code no longer defaults to USD in goal messages
Goal status messages now consistently use your budget's currency throughout, including the final-month prompt.
- Fixed
Security updates
Updated Go runtime and dependencies to address upstream security advisories.
- Improved
Master password setting syncs across devices
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.
- Fixed
Security updates
Updated Go runtime and database migration library to patch dependency vulnerabilities. Applies to both the cloud and self-hosted builds.
- Improved
More reliable PDF statement imports
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.
- New
Skip rows and exclude individual transactions on import
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.
- New
Page size setting on transaction lists
Account and All Transactions pages now have a rows-per-page selector (10, 20, 50, 100), remembered across sessions.
- Fixed
Dates no longer imported into the future
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.
- New
Archive accounts
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.
- Deprecated
Budgero Core is now deprecated
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.
- Fixed
Budget amount rounding
Budget amounts now round consistently so values that were previously off by a sub-cent due to floating-point math display correctly.
- Fixed
UI unresponsive after deleting a budget
Resolved an issue where the page could become unclickable after deleting a budget because a leftover pointer-events lock was not cleared.
- Improved
Backup grace period for new users
New users now get their first backup grace window aligned to their backup frequency, avoiding spurious "backup overdue" warnings shortly after sign-up.
- Fixed
Negative-zero budget amounts
Budget and dashboard amount formatting now normalizes values that round to zero so covered overspending no longer appears as `-0.00`.
- Fixed
Planning activity inflow details
The Planning activity drawer and quick-view popup now show the correct positive amount and category metadata for inflow transactions assigned to a category.
- Fixed
Fixed self-host duplicate data after logout/login
Budgero no longer replays the full mutation log after restoring a fresh server snapshot, which prevented duplicate data from appearing after signing back in.
- Fixed
Fixed startup stalls on encryption key check
Resolved a startup race that could leave the app stuck on the "Checking your encryption key" screen after logging out and back in.
- Fixed
Improved guarded startup recovery
Startup now recovers more reliably when auth, workspace loading, and master-password checks update in quick succession.
- Improved
Desktop transaction multi-select controls
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.
- Fixed
Category import deduplication
Transaction imports now map category names to existing categories first and reuse a single import category group, preventing duplicate category/group creation per row.
- Fixed
Self-host transition link update
Updated self-host transition messaging to point to the correct destination link for sunset guidance.
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