Budgero Changelog

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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