v2.6.0

[teelur]

Budget Board v2.6.0

New Features

Transaction CSV Import Overhaul

Overhauled the transactions CSV import tool to guide users through the import process and provide clearer feedback about required options.

New option to auto-detect common delimiters. You can still specify a custom delimiter if needed.

New warnings about required fields.

Broke the old dialog into three separate steps so it's clear they must be completed in order.

New Accounts Page

Created a new Accounts page to manage and edit your accounts:

This page replaces the settings page that was launched from the Accounts card on the dashboard. All of the same configuration from the old accounts pop-up can be performed on the new page: editing info, reordering, and creating new accounts.

Clicking an account opens a new Account Details popover that shows balance information:

Here you can:

• Update the balance manually.
• View balance trends for the past 3, 6, and 12 months.
• View a list of balance records.

Updated Budget Colors

Updated the colors on the budget page:

• Income budgets now show as blue when under target instead of red.
• Expense budgets now use a warning color to indicate the budget is approaching the limit.
  • This threshold can be set under Settings.

What's Changed

• Transaction import overhaul by @teelur in Transaction import overhaul #549
• Add uncategorized to filter by @teelur in Add uncategorized to filter #550
• Tweak budget colors by @teelur in Tweak budget colors #551
• make red when above 100% by @teelur in make red when above 100% #552
• Add accounts page by @teelur in Add accounts page #554
• Index accounts/institutions on data load by @teelur in Index accounts/institutions on data load #555
• remove settings button by @teelur in remove settings button #556
• Add account details by @teelur in Add account details #557
• remove details when edit is open by @teelur in remove details when edit is open #560

Full Changelog: v2.5.4...v2.6.0

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This discussion was created from the release v2.6.0.