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0.80.0

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@iffy iffy released this 15 May 14:51
· 2 commits to master since this release

v0.80.0 - 2025-05-15

This is a big change from the latest version. The biggest differences you'll see are:

  • Payees in addition to memos.
  • Dark mode
  • Bank macros work again
  • Transaction filtering and mass editing

After upgrading, you will no longer be able to open your budget in an older version, so please make a backup of your budget if you'd like to try the new version first.

All changes

  • BREAKING CHANGE: Removed Amazon reconciliation tool as the transactions page offered by Amazon makes it easy enough to reconcile (#1030, #766, #287)
  • NEW: Accounts can be chosen by fuzzy search (#807)
  • NEW: Accounts can now be arbitrarily ordered (#599)
  • NEW: Add cleared status to transaction export CSVs (#1039)
  • NEW: Added a payee management tool to help transition from using memos to payees (#1047)
  • NEW: Added transaction type to exported CSVs (#845)
  • NEW: Currency symbols can now be placed on the left or right side of numbers (#605)
  • NEW: First draft of dark mode (#293)
  • NEW: Search page: you can now categorize and edit transactions on the search page (#675)
  • NEW: Transaction payees, memo, date and amount can be changed en masse (#311)
  • NEW: Transactions can be filtered now (#334)
  • NEW: Transactions now have Payees (#101, #106)
  • NEW: When mass editing, you can set payee and memo to blank (#1005)
  • NEW: You can choose a date format independent of the language default (#339)
  • NEW: You can now categorize multiple transactions at once (#821)
  • NEW: You can now search by transaction category (#1006)
  • NEW: You can now select and deselect all transactions by clicking the checkbox in the header row (#226)
  • NEW: You can now sort transactions (#198, #267)
  • FIX: Added menu to preferences window on Windows so that licenses can be pasted via the menu (#1016)
  • FIX: Bank macro windows loads again! (#1009, #1015, #975)
  • FIX: Bank macros are no longer deleted when the name is changed (#975)
  • FIX: Choosing a payee from the dropdown is no longer slow even with many payees (#1060)
  • FIX: Cleared checkbox shows on hover again (#1038)
  • FIX: Duplicate transaction detection is limited to right around the month currently being viewed, even after importing or updating transactions (#1055)
  • FIX: Fix a crash resulting from failure to create sharing keys (#838)
  • FIX: Fix an error that sometimes happens when moving between months on the transactions page. (#1024)
  • FIX: Fix crash during sharing in some specific cases (#1025)
  • FIX: Fix error encountered when importing from YNAB4 (#1013)
  • FIX: Fix SimpleFIN connection not working for some servers.
  • FIX: Fixed an error that happens sometimes when importing from YNAB4 (#1013)
  • FIX: Fixed OFX import error when no accounts are found in the file (#816)
  • FIX: Fixed the situation where you could make debt payment buckets unkickable (#818)
  • FIX: If you've manually changed a transaction's posted date, a subsequent import/sync will no longer revert your changes (#685)
  • FIX: Moving between docs pages before videos have a chance to load no longer causes the window to close (#1031)
  • FIX: Payees can now be imported with OFX and CSV files (#1008)
  • FIX: Pressing enter quickly on the In/Out field no longer repeats the action (#998)
  • FIX: Prevent a crash that happened sometimes when users clicked on the Buckets icon before the app was fully loaded (#1026)
  • FIX: Stale, deleted budget files are now deleted from the recently opened list after a while (#999)
  • FIX: The top "Month's loss" number will now only be colored red once the month is done so you're not seeing red the whole month until you get paid (#659)
  • FIX: The whole memo and payee is shown on transactions again (#1052)
  • FIX: Translation updates
  • FIX: UI for mass editing is more clear with the Apply button being disabled when it's nothing is selected (#1037)
  • FIX: Updating categories on the search page will now reflect immediately (#1057)
  • FIX: When an account has been deleted, no longer cause an error when importing to that account (#1001)
  • FIX: When filtering the transaction list to only show uncategorized transactions, newly added transactions are now immediately shown and categorized transactions are immediately removed from the list (#467, #919)
  • FIX: When importing from CSV files, trim whitespace before parsing dates (#1007)
  • FIX: When importing from YNAB, fixed an error that would happen with payee name mismatch (#1074)
  • FIX: When printing the Income and Expense report, it's no longer limited to one page (#1020)
  • FIX: YNAB4 imports now include payee (#1011)
  • Internal refactoring of some core code