Changelog

Transactions can now be created with a $0 amount, so that they can be used as e.g. placeholders.

Fixed a bug where future transactions were not being correctly calculated when a recurring transaction had a future-dated start date, causing account balances to be calculated wrong.

Users can now view totals for each of the Income and Expense cards in the Transactions Summary view.

Users can now click on accounts in the Transactions Summary view to temporarily remove them from the totals.

Fixed a bug where autofilling a transaction while editing a transaction would cause the date to reset to today.

Fixed a bug where you couldn't delete the latest transaction created by a recurring transaction without it being recreated.

Fixed a bug where recurring transactions wouldn't 'resolve' if you miss the day they resolve and they've never resolved before.

Fixed a bug where the transactions displayed for an account and the corresponding running balances did not match.

Fixed a bug where recurring transactions wouldn't 'resolve' if you missed their scheduled day.

Fixed a bug where editing the 'resolved' transaction from a recurring transaction that was scheduled for today would cause the recurring transaction to resolve again after a refresh, creating a duplicate.

Fixed a bug where recurring transactions don't convert to 'real' transactions on the day they are supposed to [only affected users without an account].

Added a preference for changing the currency symbol that is displayed across the app. Rejoice world! For you are no longer beholden to the '$'!

Fixed a bug where import rules weren't deleted during user account deletion or the backup restore process.

Fixed an issue where transactions that would cause an account's balance to reach $0 would not show up in the account's balance chart.

Page size can now be changed for paginated lists/tables like transactions! Apart from the default size of 25, choose from 50, 100, 200, or the ever elusive "all".

Switching to the 'Monthly' date range (from 'Yearly' or a 'Custom' range greater than one month) will now change the date range to the current month, rather than the month of the last end date.

Logging in without an account while you were already logged in without an account will no longer kick you out of the app.

Reduced the time it takes for the Settings page to load when navigating to it through the dropdown on desktop.

Changed the labels for the tabs on the Transactions page from "Current" and "Recurring" to "Current Period" and "Recurring Templates" (only on desktop), to make it more clear what they are for.

Improved the wording of the message displayed when the "Recurring Templates" tab has no recurring transactions.

Import Rules are now available! Create import rules to automate transaction adjustments when importing from CSV files. Learn more on the uFincs blog.

During the "Adjust Transactions" step of the import process, the accounts that need to be filled out have now been highlighted in yellow, rather than drab grey. This should make it more obvious that they need to be filled out.

Clicking on the 'Next' button (while it is disabled) during any step of the import/onboarding processes will show the reason for why it is disabled.

Increased the version for the Backup file schema to 1.2 to support Import Rules.

The 'Bulk Actions' dropdown from the "Adjust Transactions" step of the import process has been fixed to actually open when you click it. This specifically applies to the dropdown menu when you scroll down the page on mobile.

The 'Next' button for the import process has been fixed to actually create a new Import Format during the "Match CSV Columns" step. This specifically applies to the 'Next' button in the header on mobile.

Removed the 'delete' action from the transactions in the "Adjust Transactions" step of the import process. It was inadvertently added by a previous update.

Fixed a minor alignment issue with the login/sign up forms.

When changing to the daily/weekly date view, the new view will now show the current day/week if 'today' is in the currently selected month.

Removed the ability to send anonymous in-app 'Issue' feedback so that I, the developer, can better follow up on any issues.

Removed the in-app 'Send Feedback' for users without an account. This is to cut down on spam. Please send feedback to support@ufincs.com instead.

Improved handling of uncaught errors. Users will now be prompted with a Feedback form to submit the error.

Added a link in the mobile Settings/desktop User Dropdown to this page, the Changelog!