Budgero Changelog

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.