Journal des modifications de Budgero

• Nouveau

  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.

• Amélioré

  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.

• Corrigé

  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.

• Corrigé

  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.

• Corrigé

  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.

• Nouveau

  Choose the first day of the week

  Choose Sunday or Monday under Budget Settings → Calendar. Calendars, weekly reports, and “this week” and “last week” searches follow the workspace preference.

• Corrigé

  Recurring transaction currencies

  Recurring settings and upcoming transactions show amounts in the account currency, with an approximate budget-currency equivalent when currencies differ. Account recurring panels respect the selected currency display.

• Corrigé

  Scheduled currency conversions

  Future transactions use current available official rates. Recurring projections respect custom rates for their scheduled dates and correctly calculate cryptocurrency amounts and transfers.

• Amélioré

  Exchange-rate refresh reliability

  Official rates refresh when opening a budget or reconnecting. Successful refreshes are reused for the rest of the day for that budget and browser. Failed refreshes preserve the last usable rates.

• Corrigé

  Keyboard shortcut labels

  Search and Add Transaction labels show Ctrl shortcuts on Windows and Linux and Apple symbols on Apple devices.

• Corrigé

  Stale app pages after updates

  Corrected caching rules that could leave browsers loading outdated app pages after a server update.

• Corrigé

  Encrypted saving reliability

  Fixed overlapping encryption operations producing unreadable saved data. If local encryption fails, Budgero preserves the previous saved copy instead of writing unencrypted data.

• Corrigé

  Sync session cleanup

  Closed sync sessions no longer reconnect or start further updates after shutdown. Delayed saves cannot overwrite a newer session’s sync position.

Merci à @Dmitiry1921 pour sa contribution the recurring transaction currency fixes dans PR n°6.

• Nouveau

  Category funding priorities

  Set category priorities independently of category order. Fund Goals funds higher priorities first, then shares remaining money proportionally to shortfalls or toward equal completion percentages. Edit priorities in category dialogs, row menus, or the budgeting side panel. Priority choices, sharing, and badge visibility are saved per budget and synced across devices.

• Nouveau

  Review duplicate file transactions

  CSV, PDF, OFX/QFX, QIF, and CAMT imports identify previously imported rows and flag possible duplicates for review. Choose whether to skip or import them, with separate counts for imported, skipped, invalid, and failed rows.

• Amélioré

  Resolve ambiguous YNAB imports

  Choose a date format when a ZIP export is ambiguous, and match credit cards to payment categories when a direct YNAB import cannot determine the links.

• Corrigé

  YNAB account, category, and split data

  Fixed imports merging same-named accounts or categories, mispairing split transfers, and losing split notes or reconciliation status. Explicitly uncategorized API inflows remain uncategorized. Cancelled imports clean up their unfinished budgets.

• Corrigé

  YNAB currency amounts

  Fixed decimal and thousands separators being misread or amounts being truncated. Invalid nonempty amounts now stop the import instead of silently changing values.

• Corrigé

  Credit-card payment categories

  Fixed cards with matching names sharing a payment category, and account renaming or deletion changing another card's payment category.

• Corrigé

  Remembered transaction defaults

  Fixed remembered accounts, payees, categories, and labels carrying over between budgets, including hidden invalid labels that prevented saving a transaction.

• Amélioré

  Transaction selection

  Transaction checkboxes are larger on desktop and mobile. The full checkbox cell is clickable on desktop, including Select all, with Shift/Cmd/Ctrl selection preserved.

• Corrigé

  Transaction list scrolling

  Fixed category pickers closing immediately in scrolled transaction lists. Desktop lists now fit the space below page controls so the bottom is not pushed off-screen by a fixed table height.

• Corrigé

  Local saving and backup restores

  Fixed local save failures being silently ignored. A failed backup restore now keeps the current budget open instead of replacing it.

• Nouveau

  Month to date reports

  Select Month to date directly in the pre-built reports’ date dropdown to report from the first of the current month through today.

• Nouveau

  Control self-host sign-ups

  Enable or disable public registration from the admin dashboard or CLI without restarting. When disabled, Sign up is hidden and sign-up links redirect to sign-in. Existing users can still sign in, and admins can create accounts.

• Corrigé

  Monthly credit-card balances

  Monthly mode now funds earlier card purchases first and correctly handles refunds and positive card balances. Payment-category Activity and calculation details now reflect funding and payments separately.

• Corrigé

  YNAB income and transfer imports

  Ready to Assign correctly counts income within split transactions. Split transfers with empty memos are paired correctly, and import verification now includes credit-card payment categories.

• Corrigé

  Dashboard spending totals

  Refunds and other category inflows now reduce dashboard spending totals and category breakdowns.

• Nouveau

  Manage income categories

  Add, rename, and delete custom income categories in Budget Settings to organize analytics. All income categories contribute equally to Ready to Assign. The system Income category remains protected.

• Corrigé

  Preserve split and scheduled transaction categories

  Reassigning transactions before deleting a category now also moves split lines and scheduled transactions to the selected destination.

• Amélioré

  Clearer Cloud signup

  Cloud signup now displays the 35-day trial, subscription pricing, and no-credit-card terms alongside account creation.

• Corrigé

  Import YNAB plans with missing Money Movement history

  Direct YNAB imports no longer fail just because a month has no Money Movement records. Monthly assignments are preserved, and only assignments checked against available movement history are counted as verified.

• Corrigé

  Cover overspending for a selected category

  Cover overspending now stays visible in Quick Actions when you select a single category.

• Nouveau

  Inspect grouped values in spending reports and Money Map

  Other Spending can be expanded into its categories and reflected in the chart. Money Map can switch between groups and categories, and selecting a group opens a tiled category breakdown with a route back to the full map.

• Nouveau

  Import directly from the YNAB API

  A YNAB personal access token can be used to select and import a plan without creating a ZIP. Tokens are kept in memory for the import and are not stored by Budgero.

• Amélioré

  Verify direct YNAB imports before saving

  Direct imports check source rows, account balances, category history, Money Movements, and Ready to Assign for every month. Source and account failures stop the import; category or Ready to Assign differences can be reviewed, removed, or accepted and retained in Import History.

• Amélioré

  Preserve YNAB transfer, split, and debt semantics

  Transfers contained in YNAB splits are imported as individual transactions, while ordinary splits retain inflows and outflows. Mortgage and loan accounts reuse an identifiable YNAB payment category, and loan-engine interest that is not exported as a register entry is recorded as a visible adjustment.

• Corrigé

  Correct off-budget transfer reporting and transfer payees

  Spending reports now include categorized transfers to off-budget accounts. On-budget transfers no longer retain a payee, while transfers involving an off-budget account keep the account payee and the category used by Ready to Assign.

• Corrigé

  Transaction forms and details remain usable with long lists and text

  Account fields can be searched by name, split-detail memos wrap within the dialog, newly created debt categories appear without a reload, label colors are restored, and dialog background blur can be disabled in Appearance settings.

• Corrigé

  Reject unsafe exchange-rate calculations

  Exchange rates and converted milliunit values are validated before they reach account and query views, preventing an accidentally extreme rate from replacing the page with a runtime error.

• Amélioré

  Reduce work when adding transactions to large ledgers

  Account registers use paged queries, transaction additions patch cached results instead of broadly rebuilding them, and large account pages render less data at once.

• Amélioré

  Preview and verify YNAB imports

  Budgero now inspects YNAB exports before importing, showing account, category, register-row, and split-transaction counts. Missing Plan.csv categories are created from the register, complete split sequences remain split transactions, likely credit cards are recognized, and imported budgets use monthly Ready to Assign and open immediately after onboarding.

• Nouveau

  Set payees on individual split lines

  Each line of a split transaction can now keep its own payee. Split editors and transaction details show those payees, and transaction queries and analytics use the split-level value where appropriate.

• Corrigé

  Keep report identifiers stable during sync

  Report and chart identifiers are now generated before mutations are synchronized, so creating, duplicating, and adding charts produces the same records on every device instead of triggering repeated catch-up snapshot recovery.

• Nouveau

  Create recurring transactions from the standard form

  The transaction form now includes a Make recurring switch with cadence, end, reminder, and status settings. Creating or editing recurring transactions uses the same familiar layout, and starting from either leg of a transfer preserves the complete transfer.

• Amélioré

  Inspect and edit cross-currency transfer rates

  Transfers now expose their direct account-to-account rate separately from each account's budget valuation. Editing the direct rate updates the received amount, custom rates take precedence over fetched rates, and transaction-level overrides remain the highest priority.

• Corrigé

  Reliable transfer editing and undo history

  Undo and redo restore both transfer legs, rate changes refresh correctly after undo, and editing a rate no longer marks unrelated budget rates as overridden. Dates, memos, and labels stay independent per leg, while categories remain synchronized and on-budget transfers stay categorized as Transfers.

• Nouveau

  Choose how an account currency correction is applied

  When correcting an account created in the wrong currency, you can either convert its historical amounts or reinterpret the existing numbers as the new currency. Account currency labels now refresh immediately after the change.

• Amélioré

  Faster large transaction histories and planning

  Desktop transaction lists are virtualized, table editors load only when needed, and balance, planning, and cache updates are batched more efficiently. Currency-rate fetching also avoids repeated work, improving responsiveness for large budgets.

• Corrigé

  Long transaction text stays readable

  Long memos and category names are now contained in transaction, projected, upcoming, and recurring views instead of overlapping nearby amounts and controls.

• Corrigé

  Split transactions in foreign-currency accounts

  Split amounts now use the account's currency while editing and save both native and budget-converted values. Foreign-currency splits reconcile exactly, remain editable in either currency view, and no longer leave an unsplit parent transaction behind if saving fails.

• Amélioré

  Echo server security update

  Updated the Echo server framework to patch the encoded-path-separator vulnerability in its static-file handling.

• Nouveau

  Category balances in category selectors

  Category selectors now show each category's available balance for the current month, including while creating regular and split transactions.

• Nouveau

  Received amounts for cross-currency transfers

  Cross-currency transfers can now record the amount received in the destination account, with Budgero deriving and saving the implied exchange rate.

• Corrigé

  Archived accounts included in prebuilt reports

  Transactions from archived accounts are now included in prebuilt reports and statistics, so historical income and spending remain accurate.

• Amélioré

  Monthly Ready to Assign deducts future assignments (YNAB-style)

  In Monthly mode, money already assigned in later months is now subtracted from the month you are viewing, so assigning ahead no longer leaves an inflated Ready to Assign behind. Like YNAB, the deduction is capped at what the month has left over: earlier months bottom out at zero, and any shortfall shows in the month where it was assigned. The Ready to Assign breakdown shows the new "Assigned in future months" line.

• Corrigé

  YNAB import creates credit cards as credit accounts

  Accounts listed under YNAB's "Credit Card Payments" group are now imported as credit cards, linked to their payment category instead of a duplicate, and their opening debt stays out of Ready to Assign, matching YNAB.

• Corrigé

  Long YNAB export file names no longer overflow the import form

  The chosen file name wraps instead of pushing the form wider than the dialog.

• Amélioré

  Security dependency updates

  Updated frontend and server dependencies (including Next.js, PDF.js, Vitest and the Go toolchain/base images) to patch published security advisories.

• Nouveau

  Periodic goals: quarterly, every 6 months, or every N months

  Two new goal types — Periodic Allocation Target and Periodic Available Target — repeat on a rhythm you choose (a quarter, 6 months, or any 2–120 months) from a start date, with the goal amount applying to each cycle. The editor previews the current cycle and its target date. Yearly goals keep their target date and can repeat every year as before.

• Nouveau

  Recurring transactions can end

  A recurring transaction can now stop on a date or after a set number of occurrences — handy for loans, instalment plans and fixed-term subscriptions.

• Nouveau

  Category group percentages

  Turn on Settings → Budget Settings → Category Group Percentages to see each group's share of everything assigned in the month next to its name (Needs 50% / Wants 30% / Savings 20%).

• Nouveau

  Underfunded goals total in the budget context panel

  The Summary card now shows how much your goals still need this month, for the selected categories or the whole budget.

• Amélioré

  Goal progress is cycle-aware everywhere

  The budget table, mobile category headers and the dashboard glance now measure recurring and target-date goals over their full cycle, matching the goal card. Assignment history is no longer capped at 12 months. Two long-standing yearly-cycle bugs are fixed: target dates on the 31st produced 11-month cycles, and Feb 29 targets rolled into March.

• Corrigé

  Shift-click multi-select in the desktop budget table

  Holding Shift while ticking category checkboxes now selects the whole range; shift-clicking rows no longer smears a text selection across the table.

• Corrigé

  Recurring cadence changes reschedule upcoming occurrences

  Editing a recurring transaction from monthly to quarterly (or any other cadence) kept the previously generated upcoming dates and only added new ones after them. Pending occurrences are now regenerated from the new schedule; already posted or skipped ones are left untouched.

• Corrigé

  Due dates are labelled by day

  An occurrence due today no longer shows as "18 hours ago" by the evening. Due labels now read today, tomorrow, in N days, or N days ago.

• Corrigé

  Sidebar sections stay collapsed

  Collapsing Accounts, Reports, or Settings in the desktop sidebar while on one of its pages immediately re-expanded it. Sections now only auto-open when you navigate into them.

• Corrigé

  Rules with a "Set memo" action now update the memo

  A rule whose action set the memo text was silently ignored — running it reported zero transactions affected, and when combined with "Set category" only the category changed. Set memo now applies (and can be undone) like every other action.

• Corrigé

  Undo earlier rule runs

  After undoing a rule's most recent run, the run before it can now be undone as well. Previously only a single run per rule could ever be reverted.

• Corrigé

  Rule run history lists newest runs first

  Runs triggered within the same second no longer appear out of order in the history drawer.

• Corrigé

  Transfers from off-budget accounts credit Ready to Assign

  Moving money from an off-budget account (savings, investments, or any tracking account) into an on-budget account now increases Ready to Assign — mirroring how transfers out to off-budget accounts already reduce it. Applies to both Cumulative and Monthly modes.

• Nouveau

  Monthly (YNAB-style) Ready to Assign

  Choose per budget how Ready to Assign is calculated. Monthly mode counts income through the month you are viewing and pulls last month’s overspending out of this month’s Ready to Assign — overspent categories reset instead of carrying a red balance forever. Cumulative (the original all-time total) stays the default; switch anytime in Settings → Budget Settings, and the Ready to Assign popover shows the full math for whichever mode is active.

• Nouveau

  Credit-card debt made visible

  Overspending on a credit card is now flagged in amber, distinct from cash overspend in red, because it becomes card debt rather than lost cash. Credit Card Payment categories show when they are underfunded against the card balance, and you can click through to see exactly which categories and months created the debt.

• Corrigé

  Split transactions in analytics

  Reports and analytics now expand split transactions into their individual lines, so category spending totals include money from splits.

• Corrigé

  Security hardening

  Hardened API rate limiting and workspace-invite handling.

• Corrigé

  Custom rates take precedence over market revaluation

  If a custom date-range rate covers today, account balances are now pinned to it instead of drifting with daily market rates. Adding, editing, or deleting a custom rate also trues balances up immediately instead of waiting for the next app launch.

• Nouveau

  Crypto accounts

  Track 25 cryptocurrencies — Bitcoin, Ethereum, Solana and more — each with its own icon and full 8-decimal precision. Crypto accounts are tracking-only (off-budget) by default so market swings never distort your envelopes, and they get their own Crypto section on the accounts page and in net-worth views.

• Nouveau

  Balances that follow the market

  Accounts held in another currency — fiat or crypto — now revalue daily to market rates, so their balance in your budget currency reflects what they are actually worth. A value-change stat on each account shows the 30-day market impact with a mini chart, and Ready to Assign follows market moves for on-budget accounts.

• Nouveau

  Daily exchange rates, no API key

  Exchange rates now come from an open daily dataset covering ~350 currencies including crypto — no signup, no rate limits, and self-hosters can point at their own mirror. Rates are cached per day with a configurable retention window, and when you are offline you can enter a rate by hand (prefilled with the closest cached one) — it trues up automatically when you reconnect.

• Nouveau

  Net worth by asset type

  The Wealth report gained a By Type view that stacks your net worth into cash, investments, crypto, retirement, real estate, other assets, and debt — so you can see composition at a glance, not just the total.

• Amélioré

  Accounts you can tell apart

  Every account now carries a type-colored icon — and crypto accounts show their coin — across the sidebar, account lists, and pickers.

• Corrigé

  Backup reminder kept nagging on iPhone

  iOS Safari cancels in-flight requests the moment the download sheet appears, so backups were never recorded as done. Backups are now registered before the download starts, and the reminder respects them.

• Nouveau

  Budgero is open source

  The full source code is now licensed under the AGPL-3.0, an OSI-approved open source license — read it, audit the encryption, build from source, self-host it freely. Contributions are open too: pull requests are welcome on GitHub under a DCO, with CI running on every PR.

• Nouveau

  One simple price, tax included

  Budgero Cloud is now $4/month or $35/year — down from $7.99/$60 — and prices are tax-inclusive worldwide: the price you see is exactly what you pay, no VAT or sales tax added at checkout. Existing subscribers have been moved to the new lower price at their next renewal, automatically.

• Obsolète

  Trial rewards program retired

  With one flat low price there is nothing left to discount, so the earn-a-discount trial program is gone — along with the discount emails and the trial activity tracking that powered it. At $35/year, the new full price is lower than the old price with the best earned discount applied.

• Amélioré

  A smaller privacy surface

  Removing the rewards program also removed its server-side behavior counters and the associated privacy toggle — there is simply nothing to track anymore. Trial reminder emails still exist, but they are plain reminders now: no codes, no pitches.

• Nouveau

  Category memory for payees

  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.

• Nouveau

  Bulk payee management

  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.

• Amélioré

  Update notifications for self-hosted servers

  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.

• Corrigé

  Imports no longer stamp every transaction with today’s date

  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.

• Corrigé

  Import amounts keep their sign in more formats

  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.

• Corrigé

  Shared workspace reliability

  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.

• Nouveau

  Prebuilt reports, rebuilt around your questions

  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.

• Nouveau

  Scenario Planner

  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.

• Nouveau

  Plan vs Reality report

  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.

• Nouveau

  Categories on recurring transfers to off-budget accounts

  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.

• Nouveau

  Automatic reverse exchange rates

  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.

• Amélioré

  Faster, theme-native charts everywhere

  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.

• Amélioré

  Date range picker

  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.

• Corrigé

  Saved report and AI chart date errors

  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.

• Corrigé

  Theme toggle reverting itself

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

• Corrigé

  Layout polish for monospace themes

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

• Corrigé

  Amount entry under no-decimal display formats

  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.

• Corrigé

  Reconciling accounts with zero balance

  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.

• Corrigé

  Currency symbols during onboarding

  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.

• Corrigé

  Self-host admin CLI

  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.

• Amélioré

  Sidebar shows active accounts first

  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.

• Nouveau

  Recurring transfers

  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.

• Nouveau

  Create recurring transactions from existing ones

  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.

• Amélioré

  YNAB export guide is front and center

  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.

• Amélioré

  Security hardening

  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.

• Corrigé

  US date formats in YNAB imports

  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.

• Corrigé

  Push API panel on mobile

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

• Corrigé

  Timezone-safe date handling

  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.

• Amélioré

  Offline access for trial and lifetime users

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

• Corrigé

  Self-host login loop

  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.

• Corrigé

  Failed sign-ins now show an error

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

• Nouveau

  Budgero is source-available

  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.

• Nouveau

  Integer-precision money engine

  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.

• Nouveau

  Analytics is now opt-in

  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.

• Nouveau

  Fully self-contained app

  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.

• Nouveau

  Credit-card payment insights

  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.

• Nouveau

  Support Budgero with a donation

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

• Amélioré

  Imports reach all your devices instantly

  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.

• Amélioré

  Sync engine hardening

  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.

• Amélioré

  Server security hardening

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

• Amélioré

  Faster bulk operations

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

• Corrigé

  YNAB import puts income in Income

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

• Corrigé

  Startup and workspace-join hangs

  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.

• Corrigé

  Currency display consistency

  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.

• Corrigé

  Clearer "Apply last month" feedback

  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.

• Corrigé

  Empty workspaces no longer trap you

  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.

• Corrigé

  Today’s transactions are no longer marked upcoming

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

• Corrigé

  Number format updates instantly on account pages

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

• Corrigé

  Upcoming total stays on one line on mobile

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

• Nouveau

  Add a transaction from anywhere

  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.

• Nouveau

  Send feedback from inside the app

  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.

• Nouveau

  See your database size

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

• Nouveau

  Bring your own AI provider

  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.

• Amélioré

  Cleaner transaction quick view

  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.

• Amélioré

  Tidier budget header on mobile

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

• Corrigé

  Image attachments in AI chat

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

• Corrigé

  Labels in the spending overview

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

• Corrigé

  Remembering “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.

• Corrigé

  Undo from the activity log refreshes instantly

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

• Corrigé

  Budget category stays put

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

• Corrigé

  Chart date labels no longer clipped

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

• Corrigé

  Reliable saving of large changes

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

• Nouveau

  Search your account lists

  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.

• Corrigé

  More reliable reconciliation

  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.

• Corrigé

  Imports no longer drop rows

  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.

• Nouveau

  Reorder your accounts

  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.

• Nouveau

  Cashflow projections in your register and reports

  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.

• Nouveau

  Fund a goal in one click

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

• Amélioré

  Collapsible payoff simulator

  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.

• Amélioré

  Overspending quick action

  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.

• Amélioré

  Clearer upcoming and projected icons

  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.

• Amélioré

  New settings guide in the docs

  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.

• Corrigé

  No more phantom over-assignment popup

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

• Corrigé

  Marked-ready recurring entries leave the upcoming panel

  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.

• Corrigé

  More accurate yearly goal pacing

  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.

• Nouveau

  Edit a split transaction's total

  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.

• Nouveau

  Upcoming transactions card covers scheduled one-offs

  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.

• Amélioré

  Faster transfers

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

• Corrigé

  Privacy mode masks every number on the budgeting screen

  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.

• Corrigé

  Recurring transactions always post on their due date

  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.

• Corrigé

  Split credit-card spending funds the CC Payment category

  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.

• Corrigé

  Debt categories created when an account becomes a credit card or loan

  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.

• Corrigé

  CC and loan category links survive account edits

  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.

• Nouveau

  Payee and label spending charts

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

• Amélioré

  Denser, more polished Planning page

  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.

• Corrigé

  Split transactions on budgets created without starter categories

  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.

• Corrigé

  Split totals are clearly read-only on desktop

  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.

• Corrigé

  Decimal goal targets on desktop

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

• Corrigé

  Trial rewards no longer blocked by declining cookies

  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.

• Nouveau

  Tell us how you found Budgero

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

• Amélioré

  Jump between months faster in Planning

  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.

• Amélioré

  New accounts open to Planning

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

• Amélioré

  Clearer file picker for YNAB import

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

• Corrigé

  YNAB transfers now import correctly

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

• Corrigé

  Category deletions no longer duplicate assignments

  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.

• Corrigé

  Multi-currency credit-card payments now convert correctly

  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.

• Nouveau

  Send feedback from inside the app

  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.

• Nouveau

  Pay a credit card from the Planning view

  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.

• Nouveau

  See card payments at a glance

  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.

• Amélioré

  Paper theme: radio buttons are visible again

  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.

• Corrigé

  Credit-card available amounts are now per-card

  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).

• Nouveau

  Trial rewards — earn up to 35% off the yearly plan

  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.

• Nouveau

  Free trial extended to 35 days

  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.

• Nouveau

  Import OFX, QFX, QIF, and CAMT.053 statements

  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.

• Nouveau

  Budget switcher grouped by workspace

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

• Corrigé

  Move money back to Ready to Assign

  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.

• Corrigé

  Yearly goal status no longer shows amber when on track

  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.

• Corrigé

  Under/overfunded filters work correctly for yearly goals

  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.

• Nouveau

  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.

• Nouveau

  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.

• Nouveau

  Cookie consent banner

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

• Nouveau

  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.

• Nouveau

  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.

• Amélioré

  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.

• Corrigé

  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.

• Corrigé

  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.

• Corrigé

  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.

• Corrigé

  Security updates

  Updated Go runtime and dependencies to address upstream security advisories.

• Amélioré

  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.

• Corrigé

  Security updates

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

• Amélioré

  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.

• Nouveau

  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.

• Nouveau

  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.

• Corrigé

  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.

• Nouveau

  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.

• Obsolète

  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.

• Corrigé

  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.

• Corrigé

  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.

• Amélioré

  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.

• Corrigé

  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`.

• Corrigé

  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.

• Corrigé

  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.

• Corrigé

  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.

• Corrigé

  Improved guarded startup recovery

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

• Amélioré

  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.

• Corrigé

  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.

• Corrigé

  Self-host transition link update

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

• Amélioré

  Paper theme is now the default app experience

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

• Amélioré

  Startup guards and offline recovery hardening

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

• Corrigé

  Sync and mutation cursor recovery

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

• Corrigé

  Server WASM delivery reliability

  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.

• Amélioré

  Mobile bottom navigation polish

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

• Nouveau

  Warranty tracking

  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.

• Corrigé

  Bug fixes and stability improvements

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

• Amélioré

  Normalized transactions analytics view

  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.

• Amélioré

  Explorer schema and query workflow

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

• Corrigé

  Custom dashboards mobile navbar overlap

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

• Nouveau

  Custom dashboards for reports

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

• Nouveau

  Global privacy mode for numbers

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

• Amélioré

  DuckDB report execution

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

• Amélioré

  SQL editor completion for reporting

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

• Nouveau

  Transaction labels with color

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

• Amélioré

  Label picker in transaction workflows

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

• Nouveau

  Spending by label report

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

• Amélioré

  Label-aware semantic search

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

• Corrigé

  Collaboration-only workspace writes

  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.

• Corrigé

  Collaboration access cleanup on member removal

  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.

• Corrigé

  Backup settings persistence

  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.

• Corrigé

  Self-host admin access guard

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

• Corrigé

  Workspace switch budget-name refresh

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

• Amélioré

  PWA install guidance on non-native browsers

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

• Nouveau

  Flexible transaction import delimiters

  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.

• Corrigé

  Dashboard drilldown split spending

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

• Corrigé

  Workspace switch stability

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

• Amélioré

  Faster app loading

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

• Corrigé

  Custom currency rates apply to transfers

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

• Amélioré

  Calculator sheet accessibility

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

• Nouveau

  Server-synced appearance preferences

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

• Amélioré

  Mobile panels migrated to Drawer

  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.

• Amélioré

  Faster mobile spending drawer

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

• Corrigé

  Session expired state for self-host auth

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

• Corrigé

  Budget table drag behavior across layouts

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

• Amélioré

  Unified mobile swipe quick actions

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

• Corrigé

  Mobile spending drawer stability

  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.

• Corrigé

  Self-host blob storage path

  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.

• Corrigé

  PWA shortcut launches

  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.

• Amélioré

  Faster blob downloads and auth caching

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

• Corrigé

  Custom currency rate mutations

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

• Amélioré

  Background provider sync

  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.

• Amélioré

  Exchange rate selector

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

• Corrigé

  Zero balance after deleting all transactions

  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.

• Nouveau

  Custom exchange rates

  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.

• Amélioré

  Desktop dashboard layout

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

• Corrigé

  Monetary value rounding

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

• Nouveau

  Curated theme system

  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.

• Amélioré

  Mobile budget table readability

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

• Amélioré

  Compact budget toolbar layout

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

• Amélioré

  Account pages and dashboard polish

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

• Corrigé

  Self-host admin copy

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

• Corrigé

  Overlay disappearing issue

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

• Nouveau

  AllowOverAssignment budget preference

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

• Amélioré

  Persistent analytics opt-out

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

• Corrigé

  iOS safe area on mobile budget button

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

• Nouveau

  Future overspending warning

  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.

• Nouveau

  Category selection for off-budget transfers

  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.

• Corrigé

  Compact mobile header controls

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

• Nouveau

  Hidden categories feature

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

• Amélioré

  Category ordering persists to database

  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.

• Amélioré

  Move money available in all layouts

  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.

• Corrigé

  Amount filter pills show correct labels

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

• Nouveau

  Semantic search for transactions

  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.

• Nouveau

  All Transactions page

  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.

• Nouveau

  All Time date preset

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

• Amélioré

  Data export from subscription screen

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

• Amélioré

  Split transaction dialog

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

• Amélioré

  Date range presets on mobile

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

• Corrigé

  Offline mode no longer hammers the server

  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.

• Amélioré

  Smarter offline detection

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

• Corrigé

  Multi-currency transaction editing

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

• Corrigé

  Self-host admin re-login

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

• Nouveau

  Autofill rules

  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.

• Amélioré

  Extended rule conditions and actions

  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.

• Amélioré

  Reorganized settings

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

• Nouveau

  Privacy controls

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

• Nouveau

  Investment & Retirement account types

  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.

• Nouveau

  Asset history chart

  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.

• Corrigé

  Dashboard balance shows cash only

  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.

• Amélioré

  Separate account groupings

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

• Amélioré

  Unified debt account handling

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

• Corrigé

  Linked categories sync with account names

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

• Corrigé

  Transfer memos update on account rename

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

• Amélioré

  Linked categories cleaned up on account deletion

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

• Amélioré

  Protected linked categories

  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.

• Corrigé

  Recurring transaction form uses numpad input

  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.

• Nouveau

  Budgero Self-Host

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

• Nouveau

  Calculator-Style Number Inputs

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

• Nouveau

  Mobile Budget Table Layouts

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

• Amélioré

  Cleaner Empty State Handling

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

• Nouveau

  Local LLM Integration (Experimental)

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

• Nouveau

  AI-Powered Auto Categorization (Experimental)

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

• Nouveau

  AI-Powered Receipt Scanner (Experimental)

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

• Nouveau

  AI Chat Assistant (Experimental)

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

• Nouveau

  Voice Transaction Logging (Experimental)

  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.

• Nouveau

  Push API

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

• Nouveau

  Python SDK

  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.

• Nouveau

  Audit Log

  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.

• Amélioré

  Remembers your last transaction details

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

• Nouveau

  Touch-friendly numpad input

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

• Nouveau

  Global shortcut to Add Transaction

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

• Amélioré

  Ctrl + ⏎ / ⌘ + ⏎ submits the form

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

• Nouveau

  Global Drag-and-Drop Imports

  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.

• Amélioré

  Improved Split Transaction Visibility

  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.

• Corrigé

  Authentication & Offline Stability

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

• Amélioré

  Backup language matches the app

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

• Amélioré

  Streamlined app update flow

  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.

• Corrigé

  Stopped repeated reload loops

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

• Amélioré

  Smarter transaction split handling

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

• Amélioré

  Planning page table refresh

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

• Nouveau

  Account balances in the sidebar

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

• Nouveau

  Budgero Core (free)

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

• Nouveau

  Pricing refresh & marketing site

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

• Amélioré

  Service worker and install prompts for Core

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

• Nouveau

  Shared budgets and invites

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

• Amélioré

  Desktop skips onboarding overlays

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

• Amélioré

  Simpler desktop About page

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

• Nouveau

  Automations hub with recurring reminders

  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.

• Nouveau

  Create recurring items from account activity

  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.

• Amélioré

  Recurring editor usability upgrades

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

• Corrigé

  Offline sync no longer duplicates automations

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

• Corrigé

  Budget group visibility persists

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

• Amélioré

  Medium breakpoints polished

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

• Corrigé

  Consistent goal currency formatting

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

• Corrigé

  Accurate off-budget transfers

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

• Nouveau

  Theme preset system

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

• Nouveau

  Five new Budgero looks

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

• Amélioré

  Smarter theme switcher

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

• Corrigé

  Unstuck mobile date headers

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

• Nouveau

  Prebuilt analytics responsive refresh

  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.

• Amélioré

  Compact chart axes

  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.

• Nouveau

  Category pivot drill-down

  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.

• Amélioré

  Filter consistency & presets

  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.

• Amélioré

  Responsive budget layout refresh

  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.

• Amélioré

  Multi-month view access

  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.

• Amélioré

  Persistent drag handles

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

• Amélioré

  PWA Install Prompt Disabled on iOS

  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.

• Corrigé

  Onboarding respects completion

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

• Nouveau

  Guided onboarding journey

  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.

• Nouveau

  Celebration screen

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

• Amélioré

  Contextual budget helpers

  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.

• Amélioré

  YNAB import detection

  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.

• Nouveau

  Public changelog

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