Improved demo

What's Changed?

• Adjusted the demo, added expense items in all states to show all features, add a one-off expense to show the newest type and also made the demo create annual expenses in the first viewable period.
• Tweaks to the overview, pagination keeps you in the projection section, text, and spacing adjustments.
• When a budget item is deleted, any local cache will be deleted.
• We have removed some unnecessary backend dependencies.

Budget overview tweaks

What's changed

• Added a visual indicator under month summaries show the percentage of expenses which are fixed, flexible or savings
• Updated the accounts/projections section, dates and balances joined and the "Set balance" button is clearer than Edit" and next to the value it will change
• Updated the monthly summaries, show the total income and expense per account.
• Fixed the navbar on public content pages, navbar will be in line with the logo
• Fixed the search, when fewer than three characters are entered, we show your Budget

Budget overview tweaks

What's changed?

Search

We have added a simple search to the Budget overview, this should make it easier to find the expense you're after, especially now that there can be so many more. Once you enter three characters in the search the Budget overview will start filtering.

Toggle paid

We have added a toggle to allow you to show and hide paid budget items. This is particularly useful near the end of the month when you want to see the last few remaining expenses. No more searching, click the button, we hide all the budget items you have marked as paid.

Multiple "new" buttons

We have split the "New Budget Item" button, there are now three, "New Expense", "New Income" and when conditions are met, "New Saving". The forms for each have been slightly reduced as we have been able to remove any fields not necessary to the budget item type.

Increased budget item limit and other tweaks

What's changed?

• We have increased the limit to 100 budget items
• We have adjusted the percentages for progress/expense bars, expense at lower values will be easier to differentiate
• We have added a color field to accounts, you can choose a colour on account creation/edit
• We have updated the Budget overview to show a small icon in the account colour, helps to identify where money is being deducted from
• We have tweaked the projections section, better on mobile, still work in progress for desktop
• Updated the .env.example file, values missing

Edit expense issues

What's changed?

• When editing an expense, the account and target account values will be correctly preset.
• When editing an expense where the frequency is set to 'one-off', the end date will be recalculated
• I have added a link to the Costs to Expect blog.
• I have moved the link for my personal blog

New currencies

What's changed?

• We have added support for four more currencies, CAD, NZD, AUD & INR.

Beta feedback

What's Changed?

• I have added a "reset app" button next to the "adopt demo" button
• I have added a message for demo users, explains they can create expenses and accounts
• I have removed the "Accounts updated?" message for demo users, information overload
• I have added the remaining account management options to the side menu
• I have updated the .env.example file to better help users checking out the App
• I have updated the setup section of the README to help users trying to setup the App
• I have corrected a couple of spelling errors

Beta release

What's changed

• Tweaked the footer and landing page
• Adding title tags for all buttons
• Corrected alt tags for all images
• Fixed a bug with one-off expenses, end date not being set correctly

Table search and requests

What's changed

• I've added search to the budget item table.
• I've populated the API requests table, shows each API GET request and the total request time.

Budget item list actions & UX

What's Changed

• Added action to the Budget items list, "View on Budget", "Restore" & "Enable"
• UX updates, return the user to where they came from
• Show the budget item limit below the budget items limit after ten items have been added.