Budgero Changelog

• Verbeterd

  YNAB import in onboarding

  Clear steps for finding your YNAB token, a note that you need the YNAB web app, error messages that say what to do next, and a Start fresh instead option if you don’t have a token or export at hand.

• Verbeterd

  Error reports

  Crash reports now say what kind of error happened and where in the app, so problems get fixed sooner. They still never contain your data or any text you typed.

• Opgelost

  Sync after an expired session

  A tab left in the background no longer keeps retrying sync without a valid login. It waits for the session to refresh, reconnects as soon as you are back, and tells you if you need to sign in again.

• Verbeterd

  Website analytics

  Visits to budgero.app are now counted once per visitor per day, still without cookies or anything stored on your device. The privacy policy is updated accordingly.

• Verbeterd

  Analytics library

  Updated to the latest version, with no change to what is collected.

• Verbeterd

  Graceful server shutdown

  When the server stops, it now finishes running requests for up to 8 seconds instead of stopping immediately. This applies to self-host too.

• Opgelost

  Analytics setting

  New Cloud accounts start with usage analytics switched on; you can turn it off any time in Settings → Security & Privacy. Only the choice saved to your account is used, so an old setting left in a browser no longer overrides it. Self-host still sends nothing.

• Verbeterd

  Cash advances

  Moving money from a credit card into a cash account (checking, PayPal, savings) now adds it to Ready to Assign, shown as “Inflow from debt accounts”. The card’s payment category stays as it was until you assign money to cover the new debt.

• Verbeterd

  Privacy and cookies

  Budgero no longer uses cookies for analytics, so the cookie banner is gone from the website and the app. Cloud now records pseudonymous usage events (which features are used and where things fail, never your budget data) so we can find problems sooner. You can switch this off any time in Settings → Security & Privacy; the choice is saved to your account. Self-host still sends nothing.

• Opgelost

  Balance transfers between cards

  A transfer from one credit card, loan or mortgage to another card is no longer counted as a payment. It no longer drains the card’s payment category or lowers Ready to Assign.

• Opgelost

  Card refunds

  Refunds come out of the card’s payment category the way YNAB does it, and spending a refunded amount later from another account no longer counts as overspending.

• Opgelost

  Card refunds in cumulative mode

  Card refunds now reduce the card’s payment category.

• Opgelost

  Split transfers to off-budget accounts

  They now come out of Ready to Assign, and splits coming in from off-budget accounts add to it.

• Opgelost

  Positive card balances

  A positive card balance moved to an off-budget account is no longer subtracted from Ready to Assign twice.

• Opgelost

  Numbers after updating

  Your Ready to Assign or credit card payment categories may change after updating, if you’ve made cash advances, balance transfers or card refunds. The new numbers match YNAB.

• Nieuw

  Convert to a transfer

  Pick another account in a transaction’s payee field to turn it into a transfer; Convert to regular transaction turns it back. One undo reverts it.

• Nieuw

  Left per day

  Budget Pacing shows how much you can still spend per day this month to stay on your goal, on the desktop panel and in the mobile category drawer.

• Nieuw

  Compact budget table

  Settings → Appearance → Budget Table → Row density fits more categories on screen. It is saved with your preferences, so it follows you to every device.

• Verbeterd

  Large budgets

  Budgets with tens of thousands of transactions open, switch months and update Ready to Assign much faster, and the local copy is saved less often and without recompressing.

• Verbeterd

  Undo and redo

  Undo now restores exactly what was there and either applies completely or not at all: deletes, splits, transfers, rule runs, imports, bank reviews, payee and label changes, account edits and currency changes. Recreated rows keep their IDs, and one undo reverts a whole import, bank review or conversion.

• Verbeterd

  Underfunded warnings

  The credit card payment mismatch shows as one warning icon instead of a badge per row.

• Verbeterd

  Self-hosting: back up before updating

  Back up your data volume before upgrading. After the update, devices can’t go back to 1.18 except by restoring that backup. Reload Budgero on every device afterwards.

• Opgelost

  Devices drifting apart

  When a device still runs an older version, changes it can’t apply correctly now stop it with Update required instead of being silently skipped. Update every device after this release.

• Opgelost

  Account balances

  Balances stay correct after deleting a category or debt account, editing split transactions and their transfer lines, and moving transactions between currencies.

• Opgelost

  Payoff simulator on checking accounts

  An overdrawn checking or savings account no longer shows the Payoff Simulator; it stays on credit cards, loans and mortgages.

• Opgelost

  Smaller fixes

  Recurring templates keep their category, picked categories are saved by ID, the overdue badge stays in the date column, a YNAB import stays local until accepted, and blocked accounts are blocked everywhere.

Dank aan @luisjmarrero voor de bijdrage Convert a transaction to a transfer from the payee picker in PR #61.

• Nieuw

  Keyboard navigation in the register

  Move with ↑/↓, select with Space, extend with Shift+↑/↓, select all with Ctrl/⌘+A, clear with Esc, delete with Delete (with Undo) and add with Shift+N.

• Nieuw

  Batch shortcuts

  With rows selected, G changes the category, M moves them to another account and P sets the payee.

• Nieuw

  Compact rows and order within a day

  Settings → Appearance: Row density fits more transactions on screen, and Order within a day can sort a day by amount, outflows first, which helps when clearing a busy day.

• Nieuw

  Your own exchange rate

  For a transaction in a foreign-currency account, type the amount in your budget currency (for example after swapping cash at a rounded rate) and the rate is worked out and saved.

• Nieuw

  Post now for recurring transactions

  Post a recurring transaction dated today instead of its due date, from the register or Settings → Recurring Transactions.

• Nieuw

  Sidebar totals and quick reconcile

  The On Budget and Off Budget headers show their totals, and clicking the cleared balance in the Reconcile dialog uses it as the actual balance.

• Nieuw

  Show password

  An eye button reveals what you typed in password and master password fields.

• Nieuw

  New guides

  Searching transactions (including finding amounts with over, under and =) and Keyboard shortcuts.

• Verbeterd

  Future and recurring transactions

  The first time you add a future-dated or recurring transaction in a budget, a short guide explains where to find it, and the recurring row actions have tooltips.

• Verbeterd

  Budget rate

  The rate editor in the register accepts calculator expressions like 9428.45 / 79.34 and no longer overflows its column.

• Verbeterd

  Forms and sidebar

  Tab moves through every field of the Add Transaction dialog, Enter on a button in the inline row presses that button, reconciled transactions show a filled lock, workspace settings sit behind a gear icon and other workspaces are collapsed.

• Opgelost

  Categories after switching budgets

  After opening an account and switching budgets, adding a transaction could show the previous budget’s categories and create new ones there.

• Opgelost

  New devices landing in onboarding

  Signing in on another device could show onboarding instead of asking for the master password when the first setup was interrupted.

• Opgelost

  Settings resetting after a reload

  Appearance settings such as inline entry could fall back to their defaults after reloading the app.

• Opgelost

  Smaller fixes

  The cleared balance no longer jumps after adding an uncleared transaction, onboarding no longer creates a duplicate goal category, and the empty-workspace screen shows which workspace you are in.

• Opgelost

  Missing labels

  The inline transaction row, transfer payees and the new Appearance settings showed short codes instead of text. They now show properly in every language.

• Nieuw

  Inline transaction entry

  Settings → Appearance → Add transactions: choose Inline row to add transactions straight in the desktop register, including transfers between currencies and splits. Mobile keeps the dialog.

• Nieuw

  Category notes

  Write a note for a category in the budget context panel.

• Nieuw

  Target balance goal

  Set a balance a category should reach, with no date or repeat.

• Nieuw

  Duplicate transactions

  Duplicate the selected transactions with Shift+D.

• Nieuw

  Leave zero amounts empty

  An Appearance setting that shows empty amount fields instead of zeros in the register.

• Verbeterd

  Undo

  Reconciliation, accounts, goals, category order, split edits, transfer deletion, recurring transactions, warranties, custom rates, scenarios, reports, dashboards, budget settings and preferences can now be undone, and undo/redo keeps record IDs stable.

• Verbeterd

  Transfers

  Shorter transfer memos, the other account shown in the payee cell, Quick Add stays open for transfers, and saving a transfer no longer blocks the screen.

• Verbeterd

  Hungarian forint

  Forint amounts show as Ft instead of HUF.

• Verbeterd

  Uncategorized badges

  The uncategorized count on sidebar accounts explains what it counts.

• Opgelost

  PayPal accounts in bank sync

  PayPal accounts reported with the XXX currency can be linked to an existing account.

• Opgelost

  Self-hosted bank relay IP

  SELF_HOST_PUBLIC_IP can override the PSU-IP header and accepts a DDNS hostname as well as a literal IP.

• Opgelost

  Undo after amount edits

  Editing an amount refreshes the account register so the change can be undone.

Dank aan @f-liva voor de bijdrage Letting self-hosted bank sync override the public IP, including DDNS hostnames. in PR #43.

Dank aan @f-liva voor de bijdrage Fixing linking PayPal accounts to an existing account. in PR #44.