Release Notes

See what's new in Simple Budgeting. Each update is designed to make managing finances easier.

Version 5.7.22

Patch
Latest
March 2026

Debt Card Mobile Layout Fix

  • Debt names now visible on mobile in Payoff Order cards
  • Two-row card layout: name/badges on top, financial details below
  • Fixed for all card types: ordered, custom drag, and partner debts

Version 5.7.21

Patch
March 2026

Demo Accounts

  • Added demo accounts for Jack Smith (HS teacher) and Jane Doe (county clerk)
  • Partners with shared budgets, expenses, debts, and savings goals
  • 3 months of realistic financial history (Jan-Mar 2026)
  • Complete data: income, savings, budgets, expenses, debts, milestones, net worth

Version 5.7.20

Patch
March 2026

Currency Formatting Improvements

  • All currency amounts now display with comma separators (e.g., $10,000.00 instead of $10000.00)
  • Consistent formatting across Dashboard, Budgets, Expenses, Income, Debt, and Savings pages
  • Improved readability for large amounts throughout the app

Version 5.7.14

Minor
March 2026

Savings Allocation Summary

  • New comprehensive Savings Allocation Summary card on Sinking Fund page
  • Visual breakdown showing Unallocated, Sinking Fund, Desirements, and Milestones amounts
  • Over-allocation warning with red styling when allocations exceed available savings
  • Progress bar showing overall allocation percentage
  • Quick links to Income page (edit savings) and Goal Savings (view milestones)
  • Dashboard: Total Budgeted card now shows "across X categories" subtext

Version 5.7.3

Patch
March 2026

Dashboard → Financial Health

  • Renamed "Dashboard" to "Financial Health" throughout the app
  • New /financial-health route replaces /dashboard
  • Backward compatibility: /dashboard redirects to /financial-health
  • Updated navigation labels on desktop and mobile
  • Updated onboarding completion message and buttons
  • Updated User Guide documentation

Version 5.7.2

Patch
March 2026

Implemented Content Section

  • Admin: Completed backlog items now hidden from active backlog list
  • Admin: New "Implemented Content" section showing all release notes
  • Admin: Sort by version (newest/oldest) in Implemented Content
  • Admin: Stats updated to show Active Items vs Implemented count

Version 5.7.1

Patch
March 2026

Admin Backlog UX Improvements

  • Product Backlog: Click anywhere on a backlog item to view details
  • Drag Handle: Dedicated grip handle on left for drag-and-drop reordering
  • Visual Hint: Chevron indicator shows items are expandable
  • Improved UX: Clear separation between reorder and view actions

Version 5.7.0

Minor
February 2026

Net Worth Tracker

  • New Net Worth Tracker: Track your complete financial picture
  • Assets: Add cash, investments, property, vehicles, and more
  • Liabilities: Track credit cards, loans, mortgages, and other debts
  • Summary Dashboard: View total assets, liabilities, and net worth at a glance
  • Snapshots: Save periodic snapshots to track your net worth over time
  • History View: See how your net worth has changed with historical data
  • Partner Sharing: Share items with your partner for combined tracking

Version 5.6.0

Minor
February 2026

Savings Goals with Milestones

  • New Savings Goals feature: Create customizable savings goals
  • Milestones: Break goals into smaller, trackable milestones
  • Progress Tracking: Visual progress bars and quick-add amount buttons
  • Customization: Choose colors and icons for each goal
  • Partner Sharing: Share goals with your partner
  • Celebration: Completed goals and milestones are highlighted

Version 5.5.0

Minor
February 2026

Persistent View Settings & Calendar Partner Toggle

  • Expenses: View mode (By Date/Separated) now persists across sessions
  • Calendar: New toggle to hide/show partner's bills and income
  • Calendar: Partner visibility setting persists across sessions
  • Calendar: Shows "Partner Hidden" indicator when partner content is filtered out

Version 5.4.24

Patch
February 2026

Collapsible Partner Expenses

  • Expenses: Partner's expenses section can now be collapsed/expanded
  • Expenses: Shows total amount when collapsed for quick reference
  • Expenses: Click the header to toggle visibility

Version 5.4.23

Minor
February 2026

Expenses View Toggle

  • Expenses: New view toggle to switch between "By Date" (mixed) and "Separated" views
  • Expenses: Separated view shows your expenses at the top, partner's at the bottom
  • Expenses: Section headers with expense counts for each owner

Version 5.4.22

Patch
February 2026

Interest Saved Display Fix

  • Fixed: Interest Saved breakdown now correctly shows individual values
  • Bug: $0 values no longer incorrectly fall back to combined total

Version 5.4.21

Patch
February 2026

Debt Stats Partner Breakdown

  • Debt: Total Debt shows combined amount with You/Partner breakdown below
  • Debt: Highest APR shows highest across all debts with individual breakdown
  • Debt: Interest Saved shows combined savings with You/Partner breakdown
  • Debt: Debt-Free Date shows your date with partner date below
  • Debt: Shows "Debt Free!" when applicable instead of N/A

Version 5.4.20

Patch
February 2026

Debt Stats UI Enhancement

  • Debt: Summary cards now show your debt prominently with partner breakdown below
  • Debt: Larger text for your totals (Total Debt, APR, Interest Saved, Debt-Free Date)
  • Debt: Partner values displayed as subtext in same pattern as savings cards
  • Debt: Added color-coded card backgrounds for better visual hierarchy

Version 5.4.19

Patch
February 2026

Delete Category Fix

  • Fixed: Delete category dialog no longer shows partner's unrelated expenses
  • Bug: Category deletion preview now correctly filters by the specific category

Version 5.4.18

Patch
February 2026

Bug Fixes

  • Fixed: Extra payment dialog error when adding payments to debt
  • Stability: Resolved Radix UI Select component crash in debt management

Version 5.4.17

Minor
February 2026

Partner Settings & Category Comparison

  • Profile: Consolidated "Sharing with Partner" into Partner Settings card
  • New: Compare Budget Categories dialog with two view modes
  • Separate Sections: View your categories and partner's side by side
  • Combined List: See all categories together with matching indicators
  • Visual matching: Green highlights show categories you both have

Version 5.4.16

Minor
February 2026

Individual Item Sharing & Accessibility

  • Income: Added "Share with Partner" toggle in add/edit income dialog
  • Budgets: Added "Share with Partner" toggle in add/edit category dialog
  • Expenses: Added "Share with Partner" toggle in add/edit expense dialog
  • Profile: Fixed text contrast issues for better accessibility

Version 5.4.15

Minor
February 2026

Mass Share with Partner

  • Profile: Click Income, Budgets, or Expenses cards to mass-share all items at once
  • Profile: Visual indicators showing how many items are shared (e.g., "3/5 shared")
  • Profile: Share All or Unshare All buttons in mass-share dialog
  • New API endpoint: /api/profile/mass-share for bulk sharing operations

Version 5.4.14

Patch
February 2026

Navigation & Documentation

  • Navigation: Consistent navbar across all authenticated pages (Calendar, Admin)
  • Documentation: Updated release notes with versions 5.4.9-5.4.13
  • Documentation: Updated Developer Guide version history
  • Accessibility: Fixed text contrast in accordion components

Version 5.4.13

Minor
February 2026

Adopt Partner Categories

  • Adopt Partner Categories: Sync your budget structure with your partner's categories
  • Multi-step wizard with preview of merge/add/orphan analysis
  • Automatic merging of same-name categories (with warning and cancel option)
  • Orphaned budget items can be kept OR moved to "Uncategorized"
  • Historical expenses preserve old category names (read-only)
  • Available in Profile settings and during onboarding
  • New categories banner on Budgets page for quick adoption of partner additions

Version 5.4.12

Minor
February 2026

Features Page & Accessibility

  • New dedicated Features page (/features) showcasing app capabilities
  • Features organized by persona: Young Adults and Couples
  • Fixed text contrast issues in Support page accordions
  • Improved accessibility across UI components

Version 5.4.11

Minor
February 2026

Financial Audit Logging

  • Security: Database-backed audit logging for financial operations
  • Tracks data reads, creates, updates, and deletes with before/after capture
  • Audit logs include IP address, user agent, and severity levels
  • Integrated with income and expense API routes
  • Console alerts for high-severity security events

Version 5.4.10

Minor
February 2026

Plaid Security - Webhooks & Rate Limiting

  • Security: Webhook signature verification for Plaid callbacks
  • Security: Plaid-specific rate limiting (link tokens, syncs, webhooks)
  • Production-scalable rate limiting using PostgreSQL
  • Added RateLimitEntry database model for persistent rate limit tracking

Version 5.4.9

Minor
February 2026

Plaid Security - Encryption & CSP

  • Security: Token encryption at rest using AES-256-GCM
  • Security: Content Security Policy (CSP) headers in middleware
  • Encryption library at lib/encryption.ts for sensitive data
  • CSP allows Plaid CDN and API domains for future bank integration

Version 5.4.8

Minor
February 2026

Cash Flow Summary

  • Calendar: Net Cash Flow summary card shows monthly income vs bills balance
  • Calendar: Daily cash flow calculations with running balance throughout the month
  • Calendar: Deficit days highlighted with red borders and warning indicators
  • Calendar: Weekly summaries toggle showing income, bills, and net flow per week
  • Calendar: Day tooltips display daily cash flow and running balance on hover
  • Calendar: Warnings for negative balance days in the details panel
  • Bill Calendar feature complete (all 4 slices implemented)

Version 5.4.7

Minor
February 2026

Pay Day Display

  • Calendar: Pay days now displayed alongside bills on the calendar
  • Calendar: Expected income summary card shows total monthly pay days
  • Calendar: Teal-colored indicators differentiate pay days from bills
  • Calendar: Day details panel shows both income and expenses with net cash flow
  • Calendar: Support for multiple income frequencies (weekly, biweekly, monthly, etc.)
  • Calendar: Partner income visibility with ownership badges

Version 5.4.6

Minor
February 2026

Bill Calendar View

  • New Bill Calendar page - visualize all bills with due dates on a monthly calendar
  • Monthly summary cards showing total due, paid, and remaining amounts
  • Interactive day selection to view detailed bill information
  • Color-coded indicators for paid (green) vs unpaid (orange) bills
  • Navigation to Bill Calendar from Budgeting dropdown menu
  • Partner expense visibility with ownership badges

Version 5.4.5

Patch
February 2026

Expanded Product Backlog

  • Backlog: Expanded to 11 epics with 49 total vertical slices
  • New Epics: Bill Calendar, Net Worth Tracker, Savings Milestones, Expense Splitting, Financial Check-ins, Subscription Tracker, Cash Flow Forecast, Spending Challenges, Annual Summary, Multi-Currency Support
  • Admin: Epic selector grid for easy navigation between features
  • Admin: Overall progress tracking across all epics

Version 5.4.4

Patch
February 2026

Product Backlog in Admin

  • Admin: New "Product Backlog" tab for tracking planned features
  • Admin: Plaid Integration epic broken into 10 vertical slices with tasks and acceptance criteria
  • Admin: Future epics section for unscoped features
  • Docs: New PRODUCT_BACKLOG.md file for full backlog documentation

Version 5.4.3

Patch
February 2026

Income Ownership Filter

  • Income: New ownership filter - view "All", "Yours Only", or "Partner's Only" income sources
  • Consistency: Both Income and Expenses pages now have matching ownership filter functionality

Version 5.4.2

Patch
February 2026

Expenses Ownership Filter

  • Expenses: New ownership filter - view "All", "Yours Only", or "Partner's Only" expenses
  • Expenses: Ownership badges show who owns each expense (Yours vs Partner's name)
  • Expenses: Edit/Delete buttons only appear for your own expenses
  • Expenses: Paid/Unpaid toggle disabled for partner's expenses (view-only)

Version 5.4.1

Patch
February 2026

Partner Name Personalization

  • Sinking Fund: Now shows partner's actual name instead of generic "Partner" label
  • Profile: New "Show partner's name" toggle - display name or keep it as "Partner"
  • Personalized labels throughout Sinking Fund page (items, allocations, tooltips)

Version 5.4.0

Minor
February 2026

Budget Rebalance Mode

  • New "Rebalance" mode on Budgets page - visually redistribute funds between categories
  • Shows "Available to Allocate" pool based on monthly income minus total budgeted
  • Sliders for each category with ±$25 quick adjustment buttons
  • Must reduce a category before increasing another (enforces balanced budgeting)
  • Real-time change indicators show increases/decreases from original amounts
  • Prevents over-allocation - cannot exceed your monthly income

Version 5.3.4

Patch
February 2026

Mobile UX & Quick Mark Paid

  • Expenses: Quick "Mark as Paid" toggle - tap the Paid/Unpaid badge to instantly toggle status
  • Mobile: Fixed dialog scrolling on iPhone - forms now scroll properly when keyboard is open
  • Mobile: Dialogs now slide up from bottom on mobile for easier access

Version 5.3.3

Patch
February 2026

Income Page Partner Visibility

  • Income: Added ownership badges showing "Yours" vs partner's name for shared income
  • Income: Partner income sources now display the partner's actual name
  • Income: Edit/Delete buttons only appear for your own income (view-only for partner income)
  • UI: Fixed text contrast issues on Release Notes, Support, and Profile pages

Version 5.3.2

Patch
February 2026

Security Enhancements

  • Security: Added HTTP security headers (HSTS, X-Content-Type-Options, X-XSS-Protection, Referrer-Policy, Permissions-Policy)
  • Security: Added Zod validation schemas for all Debt Payoff APIs
  • Improved: Standardized input validation across all debt endpoints (credit cards, extra payments)
  • Updated: Security Report with all recommendations implemented

Version 5.3.1

Patch
February 2026

Bug Fixes & Improvements

  • Fixed: Extra Payment dialog now works correctly when adding new payments
  • Fixed: Debt Payoff page now shows navbar and consistent layout
  • Improved: Link previews (thumbnails) now appear when sharing app URL in Messages, social media, etc.
  • Updated: Support documentation with complete Debt Payoff guide and FAQs
  • Updated: All documentation (Developer Guide, User Guide, Security Report) to v5.3

Version 5.3.0

Minor
February 2026

Debt Payoff Tracking

  • Credit Card Tracking: Add and manage your credit cards with balances, APRs, and minimum payments
  • Payoff Projection: See projected balances over time with an interactive chart
  • Debt-Free Date: Calculated estimated payoff date based on your payments
  • Extra Payments: Add one-time or recurring extra payments to accelerate debt payoff
  • Interest Calculation: See how much interest you'll pay over time
  • Credit Utilization: Visual progress bars showing credit usage per card
  • Partner Sharing: Share credit cards with your partner for visibility
  • Detailed Card View: Expandable cards showing months to payoff and total cost

Version 5.2.0

Minor
February 2026

Notifications & Budget Tools

  • Budget Alerts: Get notified when spending reaches 80% or 100% of your budget
  • Bill Reminders: Email reminders before recurring expenses are due
  • Weekly & Monthly Digests: Summary emails of your spending patterns
  • Copy Previous Month: Duplicate recurring expenses from prior months
  • Rollover Amounts: Carry over unused budget to the next month
  • Budget Templates: Save and load preset category configurations
  • Enhanced Onboarding: Now suggests 6 most common budget categories
  • Notification preferences on Profile page

Version 5.1.0

Minor
February 2026

Partner Enhancements

  • Permission Levels: Set your partner to Full Access (can edit) or View Only (read-only)
  • Activity Log: See who added, updated, or deleted shared items in real-time
  • Spending Approval: Optionally require partner approval for shared expenses over a threshold
  • Pending Approvals: Review and approve/reject partner expense requests
  • Color-coded activity timeline showing recent changes by both partners
  • Partner Settings panel on Profile page for easy configuration
  • Smart notifications when approvals are pending

Version 5.0.0

Major
February 2026

Admin & Account Management

  • Admin Dashboard: View all users (name, email, partner) without accessing their data
  • Admin Role System: Designate users as admins with full admin privileges
  • Change Password: Securely update your password for email-based accounts
  • Delete Account: Permanently remove your account and all associated data
  • Active Sessions: View and revoke logged-in devices for enhanced security
  • Export Data: Download your expenses, income, and budgets as CSV or JSON
  • Import Data: Bulk import data from JSON files
  • Clear Period Data: Reset a specific month's expenses without affecting other data

Version 4.3.0

Minor
February 2026

Google SSO - Frictionless Sign Up

  • Sign up instantly with your Google account - no password needed
  • "Continue with Google" button on login and signup pages
  • Automatic account linking if you switch between Google and email login
  • Only verified Google accounts accepted for security
  • Existing email users can link their Google account seamlessly
  • Reduced signup friction for faster user acquisition

Version 4.2.0

Minor
February 2026

Sinking Fund Ownership & Funding Split

  • Choose who funds each sinking fund item: Me, Partner, or Together
  • New analytics breakdown showing totals by funding type (My Items, Shared Items, Partner's Items)
  • "Together" items use combined savings from both partners
  • Delta calculations now account for funding responsibility
  • Color-coded badges showing funding ownership on each item
  • Improved form with clearer funding option explanations

Version 4.1.1

Patch
February 2026

Currency Display & Dashboard Clarity

  • Fixed currency display showing 3 decimal places instead of 2 on summary cards
  • Renamed "Total Income" to "Monthly Income" on Dashboard for better context
  • Added "per month" label under income amount for clarity
  • Added formatCurrency utility for consistent currency formatting

Version 4.1.0

Minor
February 2026

Onboarding & Income Improvements

  • Redesigned onboarding wizard with personalized welcome messages
  • Added "Skip for now" option to explore the app before completing setup
  • Back navigation to revisit previous onboarding steps
  • Delete button to remove unwanted default budget categories
  • Partner feature callout on onboarding completion screen
  • New income frequencies: Every Two Weeks, Twice a Month, Quarterly, Semi-Annual, Ad-Hoc
  • Helpful descriptions for each income frequency type
  • Fixed date display issue in Sinking Fund (timezone handling)
  • Toast notifications replace browser alerts for better UX
  • Authentication guard on onboarding page

Version 4.0.3

Patch
February 2026

Documentation Update

  • Added Savings & Allocations section to Support documentation
  • Added Desirements guide explaining features and drag-and-drop reordering
  • Added Sinking Fund guide with Actively Funding and Delta explanations
  • New FAQs covering savings allocations and funded items delta

Version 4.0.2

Patch
February 2026

Sinking Fund Delta Fix

  • Fixed Funded Items Delta calculation to use allocated savings instead of a separate balance
  • Delta now correctly shows: (Savings × Allocation %) - Funded Items Total
  • Removed redundant editable balance field from Sinking Fund page
  • Allocated Savings card now shows breakdown of total savings and allocation percentage

Version 4.0.1

Patch
February 2026

Footer Fix

  • Fixed duplicate footer issue on Desirements and Sinking Fund pages

Version 4.0.0

Major
February 2026

UX Overhaul - Apple-Inspired Design

  • Complete navigation redesign with grouped dropdown menus
  • Budgeting dropdown: Income, Budgets, Expenses grouped together
  • Savings dropdown: Desirements and Sinking Fund grouped together
  • Profile and Sign Out are now icon-only buttons with hover tooltips
  • New Apple-inspired color palette with softer, pastel tones
  • Updated backgrounds, borders, and shadows for a cleaner look
  • Mobile-optimized bottom tab bar with 6 navigation items
  • New STYLE_GUIDE.md with comprehensive UX documentation
  • UX Design System section added to Developer Guide

Version 3.3.0

Minor
February 2026

Savings Tracking & Allocation

  • Record your savings balance on the Income tab
  • Set allocation percentages for Desirements and Sinking Fund
  • Maximum combined allocation of 100% enforced
  • Savings summary cards on Desirements and Sinking Fund pages
  • Partner savings visibility - see combined household savings
  • Cancel pending partner invitations you've sent
  • Each partner controls their own allocation percentages

Version 3.2.2

Minor
February 2026

Partner Invitation Emails

  • Email notifications sent when you invite someone to be your partner
  • Invitees receive a styled email with login or signup link
  • Clear messaging about partner sharing benefits
  • Invitation expiration reminder included in email

Version 3.2.1

Minor
February 2026

Security Enhancements

  • Enhanced password requirements: 8+ characters with at least one letter and one number
  • Real-time password strength indicator on signup page
  • Rate limiting on login and signup to prevent brute force attacks
  • Rate limiting on partner invitations to prevent spam
  • Input validation with Zod schemas for all API endpoints
  • Email normalization for consistent matching
  • Increased bcrypt hashing rounds for stronger password security

Version 3.1.0

Minor
February 2026

Desirements Drag & Multi-Add

  • Drag-and-drop reordering for desirement cards
  • Prioritize desirements by dragging them into your preferred order
  • Grip handle on each card for easy click-hold-drag
  • Add multiple desirements at once with "Add Another Item" button
  • Batch creation saves time when adding many items
  • Order persists across sessions automatically

Version 3.0.0

Major
February 2026

Desirements & Sinking Fund

  • New Desirements page - track future purchases you want to save for
  • Priority levels for desirements (None, Low, Medium, High)
  • Share desirements with your partner
  • New Sinking Fund page - save for large, predictable future expenses
  • Editable sinking fund balance to track your savings
  • Ownership tags for sinking fund items (Mine, Partner's, Shared)
  • Toggle active funding status for each item
  • Analytics dashboard showing funded vs savings delta
  • See difference between savings and all items at a glance

Version 2.1.0

Minor
February 2026

Auto-Pay Preference

  • New preference in Profile to control automatic withdrawal behavior
  • Toggle auto-marking of "Automatic Withdrawal" expenses as paid
  • When enabled (default): expenses are auto-marked paid when transaction date passes
  • When disabled: you manually mark automatic withdrawals as paid
  • Simple toggle interface with helpful tooltip explanation

Version 2.0.0

Major
February 2026

Profiles & Multi-User Experience

  • New Profile page to manage your account settings
  • Partner system - invite your partner to share finances together
  • Share selected income, expenses, and budget categories with your partner
  • Partner's shared items appear in your views (clearly marked)
  • Full control over what you share - toggle sharing on/off per item
  • Only owners can edit or delete their own content

Version 1.4.7

Patch
February 2026

Category Delete Warning

  • New confirmation dialog when deleting a budget category
  • Shows list of all expenses that will be deleted with the category
  • Displays total count and dollar amount of affected expenses
  • Allows users to review and cancel before permanent deletion

Version 1.4.6

Patch
February 2026

Auto-Pay for Automatic Withdrawals

  • Automatic Withdrawal expenses are now auto-marked as paid when their transaction date passes
  • Reduces manual tracking for recurring bills with automatic payment
  • Users can still manually unmark if needed to verify the actual payment

Version 1.4.5

Patch
February 2026

Documentation Enhancement

  • Added comprehensive "Add Expense Form Fields" section to Support documentation
  • Detailed definitions for all expense form elements (Description, Amount, Date, Due Date, Category, etc.)
  • New FAQ entry explaining the difference between Date and Due Date
  • Clarified Date vs. Due Date usage with practical examples

Version 1.4.4

Patch
February 2026

Expenses Page Enhancement

  • Added Total Budgeted summary card to Expenses page
  • Expenses tab now shows 4 summary cards for better budget visibility
  • Improved grid layout for summary cards on all screen sizes

Version 1.4.3

Patch
February 2026

Dropdown Scroll Fix

  • Fixed mouse wheel and trackpad scrolling in dropdown lists
  • Category selection and other dropdowns now scroll smoothly
  • Added custom wheel event handler for reliable scroll behavior

Version 1.4.2

Patch
February 2026

Dropdown Scroll Improvement

  • Initial attempt at enabling native mouse scroll wheel support
  • Category selection and other dropdowns scroll improvements

Version 1.4.1

Patch
February 2026

Global Budget Period Selector

  • Month/Year selector moved to navbar - one selector for entire app
  • Budget period selection now persists across all pages (Dashboard, Budgets, Expenses)
  • Improved navigation flow - change month once, see it everywhere
  • Responsive design with mobile-friendly selector placement
  • Cleaner page layouts with selector in consistent location

Version 1.4.0

Minor
February 2026

Budget Period Selection

  • Month/Year selector on Dashboard, Budgets, and Expenses pages
  • Expenses now assigned to specific budget periods (month/year)
  • View and manage budgets for past, current, or future months
  • Prepare budgets ahead of time by selecting future months
  • All existing expenses automatically migrated to their transaction month

Version 1.3.3

Patch
February 2026

Expenses UI Enhancements

  • Added "Remaining Allocation" summary card to Expenses page
  • New "Automatic Withdrawal" payment method option
  • Dropdown lists now scroll when longer than 6 items
  • All release notes dates corrected to February 2026

Version 1.3.2

Patch
February 2026

Budget Metrics & Tooltips

  • Dashboard "Unallocated Funds" shows Total Income minus Total Expenses (all)
  • Budget page "Total Spent" now shows only paid expenses for accuracy
  • New "Remaining Allocation" metric: Total Budget minus Total Expenses (all)
  • Icon tooltips added across Dashboard, Budget, and Expenses pages
  • Clear distinction between committed expenses and actual cash spent

Version 1.3.1

Patch
February 2026

Support & Release Notes

  • Added Support page with user documentation and FAQ
  • Added Release Notes page with full version history
  • Footer now includes Support and Release Notes links on every page

Version 1.3.0

Minor
February 2026

Paid/Unpaid Expense Tracking

  • New "Paid/Unpaid" status for expenses - distinguish between budgeted commitments and actual cash outflows
  • Dashboard remaining balance now reflects only paid expenses for accurate cash flow tracking
  • Expense list shows clear status badges (✓ Paid, ⏳ Unpaid)
  • Mark expenses as paid directly from the expense form

Version 1.2.1

Patch
February 2026

Budget UI Redesign

  • Compact list view replaces large cards for budget categories
  • Multi-category entry with "Add & Continue" button for rapid setup
  • "Just added" feedback shows categories created in current session
  • Streamlined two-column form layout for budget amount and frequency

Version 1.2.0

Minor
February 2026

Payment Day Tracking

  • Payment day tracking for income sources - know exactly when each paycheck arrives
  • Support for multiple paychecks per month with different payment days
  • Option to set "Last day of month" for flexible payment schedules
  • Payment day visible in income list and onboarding flow

Version 1.1.1

Patch
February 2026

Documentation Update

  • Comprehensive User Guide with step-by-step instructions
  • Developer Guide for technical documentation and API reference
  • PDF versions of documentation available for download

Version 1.1.0

Minor
February 2026

Recurring Expenses

  • Recurring expense support with automatic next occurrence calculation
  • Weekly, biweekly, monthly, and yearly frequency options
  • Next occurrence date displayed in expense list
  • Recurring indicator badge for easy identification

Version 1.0.1

Patch
February 2026

Polish & Fixes

  • Improved form validation across all input fields
  • Enhanced mobile responsiveness for dashboard charts
  • Fixed category deletion cascade behavior
  • Performance improvements for expense filtering

Version 1.0.0

Major
February 2026

Initial Release

  • Core budgeting functionality with category management
  • Expense tracking with category assignment
  • Income management with multiple frequency options
  • Dashboard with spending overview and charts
  • User authentication with email/password
  • Guided onboarding flow for new users