Budgero Changelog

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.

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.

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

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

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.

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.

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

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.

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.

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

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

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

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

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.

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

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

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

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.

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.

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

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

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.

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.

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.

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

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

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

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

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

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.

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.