* [AI] Show goal funding status and an Assign action in balance menus
Use the existing Budget Automation engine to add a panel to category
balance menus with the month's recommendation, what is assigned so far,
what is still needed, and an Assign action that adds the money still
needed (undoable).
- budget/category-funding reads the dryRunCategoryTemplate projection
without writing goal_def; categories without funding templates get
null, and invalid automations fail closed.
- budget/fund-category recomputes on the server, assigns the full
recommendation and goal in one batch, and is a no-op when already
funded.
- Funding reads are gated by the goal templates flag, only run for
categories with templates, and refresh after data changes and funding.
- Covers desktop and mobile envelope and tracking balance menus,
including tracking income categories.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XJDNR72i3yEZttwMUuk4cq
* [AI] Fold goal funding into the existing goal status and never overbudget
Address review feedback on the category funding change:
- Replace the separate funding panel with the existing goal status. It
now shows at the top of the desktop envelope and tracking balance
menus (as it already did on mobile) with a thin progress bar, and the
desktop hover tooltip is removed along with its tooltipDisabled
workaround.
- Replace the Assign button with a "Fund goal from To Budget" balance
menu item (envelope only, not for long-term goals) that uses the
existing undoable transfer-available action, so it never moves more
than To Budget and never lowers a budget. It is hidden when the goal
is met or To Budget is empty.
- Drop the live dry-run endpoint, the fund-category endpoint, their
client queries and refresh wiring, and the tracking income additions.
Status, bar, colour and fund amount now all read the stored goal.
- Add transferAvailable tests and menu wiring tests, and update the
budget automation docs for the moved goal status.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XJDNR72i3yEZttwMUuk4cq
* [AI] Show goal status as a colored pill on category balances
Draw the balance of a category with a goal as a pill with an icon:
yellow with a clock when underfunded, green with a check when funded
and red with an exclamation when overspent. Categories without a goal,
or with goal templates off, render as before.
- The pill, the balance colour and the goal status share one comparison
(compareToGoal/getGoalFundingState), made on displayed amounts so they
agree when decimals are hidden.
- Desktop envelope and tracking tables and the mobile budget table;
narrow desktop columns drop the icon to keep the amount readable, and
mobile amounts shrink to fit instead of being cut off.
- Status is announced to screen readers, not shown by colour alone.
- Pill colours get their own theme tokens so the funded pill keeps
enough contrast in the midnight theme.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XJDNR72i3yEZttwMUuk4cq
* [AI] Move GoalStatus into its own file
GoalStatus isn't specific to BalanceWithCarryover, so give it a
type-strict module of its own alongside its row helper.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Update goal status screenshots to show the balance menu
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Clarify how funding a goal affects next month's To Budget
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Update docs screenshots to show the goal status pill
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Describe the underfunded goal status as yellow in the docs
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Update mobile budget template VRT snapshots for the goal status pill
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Replace the goal status pill with a goal progress ring
Keep category balances in their usual colours and draw a small ring
beside balances with a goal instead: a gold arc that fills as the goal
is funded, and a green check once it is met. Overspent balances stay red
like any other negative amount, without an extra marker.
The ring sits beside the amount in the balance cell on desktop, inside
the balance pill on mobile, and next to the heading of the goal status
in the balance menu, so one shape carries the status everywhere. The
pill-only theme tokens are removed, the docs text and screenshots and
the mobile VRT snapshots are updated, and the release note is replaced.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B4sNu2G32qCLcAe2YznUCM
* [AI] Only mark goals that still need money, with a filling ring
Draw the goal ring only beside balances whose goal is not met yet, so a
fully funded budget looks like one without goals and the one mark in the
table points at rows that still need money. The ring is a single gold
pie: a hollow outline when nothing is funded yet, a wedge that grows
with the funded share and that never closes, since the ring disappears
the moment the goal is met. Funded rows carry no mark and overspent
rows stay red like any other negative amount.
The glyph shrinks to 10px to sit within the cap height of the figures
and draws in one theme token, so it keeps 3:1 contrast on every surface
in all three themes. The amount keeps its full width in narrow month
columns; the ring is what yields. The balance menu shows the same ring
only beside "Underfunded", as its legend. The three-way funding state
is replaced by one helper that returns the progress to draw or nothing.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B4sNu2G32qCLcAe2YznUCM
* [AI] Keep the funded balance green, ring only while the goal is unmet
A category whose goal is met keeps the green balance the goal templates
feature already gives it, so a met goal still reads differently from no
goal. The ring stays the only mark on an unfunded goal; its amount keeps
the normal colour instead of upstream's gold text.
Docs text and screenshots, the release note and the mobile template VRT
snapshots follow.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B4sNu2G32qCLcAe2YznUCM
* [AI] Keep funded balances green in the mobile balance sheet and the ring in view
- Add an explicit isIncome prop instead of reading isDisabled as "income",
so the mobile balance sheet header (which is only disabled because it is
not clickable) colours a funded balance green again, and mobile income
balances keep their hover style
- Let a long amount shrink beside the ring on desktop so the ring is not
pushed out of the column
- Describe the ring instead of yellow balances in the goal directive docs
- Drop a snapshot change that had no visible difference
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Drop the ring from the goal status in the balance menu
The progress bar right below it already shows the same thing, so the menu
keeps its plain status line. Retake the balance menu screenshots in the
docs to match.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Keep the balance yellow while its goal is unmet
Per review, an unmet goal keeps the yellow balance text it has on master and
gains the progress ring beside it, so every category with a goal is
coloured. The balance colour logic is back to master's; the docs and their
screenshots describe and show yellow text with the ring.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Show income goals only in tracking budgets
Envelope budgets don't apply templates to income categories, so the
balance now ignores an income goal only when the budget is not
tracking, instead of on every income category. Tracking income pills
get their goal colour back and show the ring when underfunded. The
envelope income balance sheet no longer shows a goal status, and the
mobile income group menu no longer offers "Overwrite with templates"
in envelope budgets.
The isIncome props on the tracking budget table and balance menu are
removed, since those only ever render expense categories.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018MRjoaUi1WAUGsSNp3sb7p
* [AI] Keep goals from one budget type out of the other
Envelope and tracking budgets share spreadsheet cell names, so a goal
from one type could show up after switching to the other:
- Switching type (by sync, undo or redo) left the old type's cells in
the saved spreadsheet cache, and goals came back from it on the next
open. setType now clears the cache and waits for the budget values to
reload.
- Changes to the inactive type's budget table were still applied to the
sheet. Only the active table's rows are applied now.
- Applying templates to specific categories wrote amounts and goals for
income categories in envelope budgets, and saving automations stored
their goals. Envelope budgets now skip income categories in both.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018MRjoaUi1WAUGsSNp3sb7p
* [AI] Show income goals on the desktop tracking budget
Desktop tracking budgets have no balance column for income categories,
so their goals showed nowhere, while the mobile income pill already
showed them. An income category with a goal now shows the goal colour
on its received amount, with the ring while underfunded. Income
categories without a goal, and budgets with goal templates off, keep
the plain received amount.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018MRjoaUi1WAUGsSNp3sb7p
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
* [AI] Show goal funding status and an Assign action in balance menus
Use the existing Budget Automation engine to add a panel to category
balance menus with the month's recommendation, what is assigned so far,
what is still needed, and an Assign action that adds the money still
needed (undoable).
- budget/category-funding reads the dryRunCategoryTemplate projection
without writing goal_def; categories without funding templates get
null, and invalid automations fail closed.
- budget/fund-category recomputes on the server, assigns the full
recommendation and goal in one batch, and is a no-op when already
funded.
- Funding reads are gated by the goal templates flag, only run for
categories with templates, and refresh after data changes and funding.
- Covers desktop and mobile envelope and tracking balance menus,
including tracking income categories.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XJDNR72i3yEZttwMUuk4cq
* [AI] Fold goal funding into the existing goal status and never overbudget
Address review feedback on the category funding change:
- Replace the separate funding panel with the existing goal status. It
now shows at the top of the desktop envelope and tracking balance
menus (as it already did on mobile) with a thin progress bar, and the
desktop hover tooltip is removed along with its tooltipDisabled
workaround.
- Replace the Assign button with a "Fund goal from To Budget" balance
menu item (envelope only, not for long-term goals) that uses the
existing undoable transfer-available action, so it never moves more
than To Budget and never lowers a budget. It is hidden when the goal
is met or To Budget is empty.
- Drop the live dry-run endpoint, the fund-category endpoint, their
client queries and refresh wiring, and the tracking income additions.
Status, bar, colour and fund amount now all read the stored goal.
- Add transferAvailable tests and menu wiring tests, and update the
budget automation docs for the moved goal status.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XJDNR72i3yEZttwMUuk4cq
* [AI] Move GoalStatus into its own file
GoalStatus isn't specific to BalanceWithCarryover, so give it a
type-strict module of its own alongside its row helper.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Update goal status screenshots to show the balance menu
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
* [AI] Clarify how funding a goal affects next month's To Budget
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CpAtycTVCRhkLcuD6AJeTM
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
* monte carlo income streams
* simplify release note
* enhancement
* fix withdrawal rule floor when income is specified
* update screenshots
* suplus pot and images
* way better description in the run details
* covering case where income is all thats setup and spending is the same as the income
* feedback
* screenshots and rename of minimum withdrawal to min spending
* additional docs
* cashflow chart
* showing years that are unfunded
* update screenshots
* refactor a bit
* fix dead years withdrawal rules
2026-09-11 18:44:21 +00:00
Michael ClarkGitHubautofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* whats new experimental feature
* pointing preview builds at preview docs and fixing some niggles
* notification bell and fixing some bits
* moving the number down a bit
* update release notification
* optional feature flag so users can turn it off if they dont want it
* cleanup
* add discord link to page for more news
* feedback
* feedback
* filter all posts by a tag to ensure only the ones we tag are announcement
* feed should be served from github instead of docusaurus
* remove advertising rules in discord cause they're not app related
* [autofix.ci] apply automated fixes
* release pipeline update so the news is updated in the release pr
* fail instead of skip
* fix edge case where slugs are bad or no date
* remove experimental
* notifications intead of whats new
* adding hr styling
* docs
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #8802
* Add in_app_notification flag to release blog post
* [autofix.ci] apply automated fixes
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* pair inflation with the histroical returns
* update docs images
* making column a bit wider
* clarifying comment on source of inflation
* add the links to the sources in the comment too
* add a monte carlo sim
* multiple pots with separate config
* withdrawal rules
* tabs for config, pension accessible age
* improving the runs
* docs for monte carlo
* small ux niggles
* add monte carlo to docs sidebar
* update docs wording
* inflation no longer static
* small ui niggles, common market crashes in a year
* minor ui styling tweaks
* cleaning up
* ui tweaks
* update some screenshots
* another screenshot
* ui tweaks
* adjusting the guardrails rule for phased spending and minor fix for ran out of money age
* add withdrawn value from runs table and new withdrawal orders
* allow linking accounts
* new images
* clamping extremely high values to prevent any parsing errors
* feedback link
* ignore locked pots when applying withdrawal rules
* ui improvements
* accounting for tax and updating screenshots
* screenshots without your cursor ya daftie
* add tax into simulation
* ui improvements
* taxable amount added to run
* bit of code cleanup
* adding more columns to run detail so tax/fees is easier to work out
* images for docs
* feedback
* move docs to experimental
* [AI] Add opt-in checkbox to sync transfer date to other side
PR #7722 removed forced date sync between transfer sides, breaking some
workflows. Re-add it as opt-in: a checkbox under the calendar popup, only
shown for transfer transactions, unchecked by default. When checked,
committing a date change also updates the linked transaction's date via a
direct transactions-batch-update (runTransfers: false), same pattern as
onSetTransfer.
- DateSelect.tsx: render the checkbox below the calendar, styled to match
calendar theme colors; square off the calendar's bottom corners and move
rounding/shadow to the checkbox row so the popup reads as one card when
the checkbox is present.
- TransactionsTable.tsx: track checkbox state per row, reset on each popover
open. Read it via a ref (in addition to state) because Pikaday binds its
onSelect handler once at mount, so a plain closure would always see the
initial (false) value.
- LabeledCheckbox.tsx: add onMouseDown passthrough so clicking the checkbox
doesn't blur the date input and close the popover before the check
registers.
* [AI] Inline single-use calendar corner style, rename prop
squareBottomCornersStyle was a top-level const used at exactly one call
site. Inline it into the css([...]) array instead.
Renamed squareBottomCorners to attached: the prop now also zeroes the
box-shadow, so the old name no longer matched what it controls.
* [AI] Address CodeRabbit: render transfer-sync checkbox on mobile
DateSelectMobile silently dropped transferDateSyncChecked and
onTransferDateSyncChange, so narrow-width users never saw the checkbox even
though TransactionsTable always passes it for transfer transactions. Render
the same LabeledCheckbox below the native date input when
onTransferDateSyncChange is provided.
* [AI] Address CodeRabbit: type guard + error handling for transfer-date send
Replace the `as string` assertion with a `typeof value === 'string'` guard.
Add a .catch to the fire-and-forget transactions-batch-update call so a
failed sync doesn't fail silently.
* [AI] Cascade transfer date sync to the split parent of the other side
Restores the pre-#7722 behaviour for the opt-in transfer-date-sync
checkbox: when the other side of the transfer is itself a split
sub-transaction, also update that sub-transaction's parent date so
the split stays consistent with its transfer leg.
* [AI] Shrink transfer-date-sync checkbox label to fit narrower Calendar picker
The react-aria Calendar picker is narrower than the old Pikaday one, so
the full label wrapped/overflowed its margin. Shorten the text and
swap the word "transfer" for the same direction-aware arrow icon
already used on the transaction row (SvgLeftArrow2/SvgRightArrow2 by
transaction.amount > 0).
* [AI] Extract getFirstDayOfWeek to fix Vite Fast Refresh
DateSelect.tsx exported both a component and getFirstDayOfWeek, which broke
Fast Refresh (react-refresh flags files that export non-component values
alongside a component). Moved the function into its own module so HMR works
again.
Also registered the new module in package.json's #components/* imports map:
the wildcard entry only covers .tsx files, so a plain .ts file needs its own
explicit mapping to resolve.
* [AI] Use shared TransferDirectionIcon in TransactionListItem
Mobile TransactionListItem duplicated the isDeposit-based left/right arrow
logic that TransferDirectionIcon already encapsulates. Swapped it in.
* [AI] Remove dead transfer-date-sync checkbox from DateSelectMobile
DateSelectMobile renders a native <input type="date">, so the LabeledCheckbox
for transfer-date-sync was unreachable dead code on mobile.
* [AI] Remove stale Pikaday references from comments and code
The syncTransferDateRef workaround and its comment dated back to Pikaday's
date-click handler being bound once at mount (a stale-closure hazard). The
react-aria Calendar receives onChange fresh on every render, and onUpdate
here is a plain inline function redefined each render too, so the ref no
longer serves a purpose. Dropped it back to plain useState and trimmed the
matching Pikaday footnote in DateSelect.tsx's blur handler comment.
* [AI] Simplify transfer-date-sync checkbox label
Replace the icon-based "Also update other side of <arrow>" label with plain
text: "Sync both transfer dates". Drops the now-unused transferIsDeposit prop,
TransferDirectionIcon import, and transferIconStyle from DateSelect.
* [AI] fix: keep transfer-date sync enabled through full date-edit session
* [AI] Make transfer-date sync checkbox sticky per account
Persist the transfer-date sync checkbox as a synced pref keyed by account
id (sync-transfer-date-<accountId>) instead of local component state, so
the choice sticks per account across date-edit sessions instead of
resetting every time the date cell is opened.
* [AI] Make transfer-date sync pref budget-level, not per-account
Change sync-transfer-date-<accountId> to a single flat sync-transfer-date
pref so the checkbox state is shared across the whole budget instead of
being scoped to one account.
* [AI] Fix race in transfer-date sync applying stale dates
Concurrent date edits on the same transfer leg could interleave: each
edit fires an independent async query+update, and a slower older edit
could finish after a newer one, overwriting it with a stale date.
Track the latest edit with a sequence ref and drop the batch-update
call if a newer edit has started since.
* [AI] Narrow aql query result with a type guard, drop unsafe casts
Replace the Pick<...>[] blanket cast and parent_id as string assertion
with a single typed aqlQuery result and a type-guard filter, so the
compiler verifies is_child/parent_id narrowing instead of trusting an
assertion.
* [AI] Document the transfer date sync option
* [AI] Promote Payee Locations to a stable feature
Remove the experimental payeeLocations feature flag and make payee
locations always available on the mobile transaction screen. Move the
documentation out of the experimental section into the transactions area.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01C3sk6D2TPLFBBaE17VptxJ
* [AI] Shorten payee locations release note
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01C3sk6D2TPLFBBaE17VptxJ
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #8511
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
YNAB's API renamed the top-level export wrapper from `budget` to `plan`
(v1.78+), so modern exports wrapped as `{"data":{"plan":...}}` were rejected
with a not-ynab5 error. parseFile now unwraps `plan`, falling back to `budget`
for older and third-party exports, with a unit test covering both wrappers.
Also updates the nYNAB migration docs to use api.ynab.com and the /plans
endpoints/terminology, and replaces the manual plan-to-budget JSON edit step
with a fallback note.
Add CLI tool (ynab-export), YNAB API Documentation UI, and cURL as
fallback export methods for when the third-party web exporter is
unavailable. Converts nynab.md to MDX to support Docusaurus Tabs.
Six new screenshots added for the API Documentation UI method.
* Add files via upload
* Create documentation for budget automation feature
Added documentation for the budget automation feature, detailing its functionalities, usage, and examples.
* Add files via upload
* Revise budget automation documentation for clarity
Updated the documentation for budget automation, enhancing clarity and consistency in the descriptions of features and options.
* [autofix.ci] apply automated fixes
* Update Markdown headers for budget automation section
* Add files via upload
* Improve formatting in budget automation documentation
Updated formatting and added line breaks for better readability in the budget automation documentation.
* [autofix.ci] apply automated fixes
* Fix HTML line breaks in budget-automation.md
Updated HTML line breaks from '</br>' to '<br>' in budget automation documentation.
* Fix HTML line breaks in budget automation documentation
* Fix headings and formatting in budget-automation.md
Updated formatting and corrected headings in budget automation documentation.
* Add budget-automation to sidebar items
* Add files via upload
* Add files via upload
* Revise budget automation documentation
Updated budget automation documentation to clarify usage of notes templates and detailed instructions for month-end cleanup processes, including named pools and weight calculations.
* [autofix.ci] apply automated fixes
* Refactor budget automation documentation for clarity
Updated various sections for clarity and consistency, including grammar corrections and improved phrasing.
* [autofix.ci] apply automated fixes
* Enhance budget automation documentation
Updated budget automation documentation with new blog links and improved formatting.
* Fix links in budget-automation.md
Updated links in the budget automation documentation to remove 'docs' prefix for consistency.
* Revise budget automation documentation with updates
Updated images and text for budget automation documentation, including corrections and enhancements to clarity.
* Improve clarity and add save reminders in budget automation
Updated wording for clarity and added reminders for saving work.
* Update budget automation documentation for clarity
Clarify the process of handling leftover funds in the budget automation script.
* [autofix.ci] apply automated fixes
* Add 'overfund' and 'overfunded' to spelling expect list
* Update spelling expectations by removing 'overfunded'
Removed 'overfunded' from the spelling expectations.
* Add files via upload
* 'overfund' to 'overfunded'
First the bot tells me overfunded isn't needed if overfund is there. Now, it tells me that overfunded IS needed. I give up.
* Enhance budget automation documentation
Added new sections on automation adjustments, moved some sections around, added horizontal separators.
* Update images and descriptions in budget automation docs
* Add files via upload
* Add automation notes section to budget automation docs
Added a section on automation notes to document how automations, balance caps, and long-term goals can have associated notes for clarity and tracking.
* Add files via upload
* Update budget automation examples in documentation
* Add files via upload
* Apply suggestions from code review
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* [autofix.ci] apply automated fixes
* Add 'unmigrate' to spelling expectations
* Improve clarity in budget automation documentation
Clarified descriptions for budget automation features and improved wording for better understanding.
* Correct spelling of 'unmigrate' to 'Unmigrate'
They are the same and github is punking me again.
* Clarify automation notes description
* Add files via upload
* Add files via upload
* Add files via upload
* Add files via upload
* Add files via upload
* Fix typos in budget-automation documentation
Corrected typos and improved clarity in the budget automation documentation.
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* [AI] feat: add balance forecast backend
* [AI] feat: add balance forecast report UI
* [AI] feat: gate balance forecast behind an experimental flag
* [AI] Include account-less schedules in balance forecast via explicit flag
- Add includeAccountlessSchedules to forecast/generate and normalize
schedules without an account into FORECAST_UNASSIGNED_ACCOUNT_ID
- When enabled, append synthetic bucket and rule stub; skip transfer legs
for unassigned schedules
- Balance forecast UI sets the flag when widget meta has no account filter
- Add loot-core tests for include vs exclude behavior
* [AI] Improve balance forecast chart refresh UX
Keep forecast charts stable during refetches and let the Y-axis scale to forecast data so balance changes remain visible.
* [AI] Document balance forecast report
Add experimental user documentation and navigation links for the new balance forecast report.
* [AI] Link balance forecast experimental flag to feedback issue #7669
* docs: add PR release notes
* [AI] chore: rerun CI
* Add button to proportionally distribute remaining amount of split transaction among child transactions
* Added release note
* Increased min width for split error popover so all buttons are visible
* Updated release note
* Merge proportional distribution into even distribution button
* Added docs on split transactions
* [autofix.ci] apply automated fixes
* Fixed spelling
* [autofix.ci] apply automated fixes
* Change split transaction popover hack to use resize event
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* Fix keyboard shortcut Mac key for undo operations
Updated keyboard shortcut instructions for Mac & make consistent.
* Add files via upload
* Fix undo shortcut from 'K' to 'Z'
Updated keyboard shortcut for undo operation in payees guide. COFFEE!
* Revise budget section for clarity and consistency
Updated category descriptions and improved Markdown support details.
* Add files via upload
* Fix grammatical error in budget.md
* Fix typo and clarify Markdown description in budget.md
Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.
* Fix spelling error in budget documentation
Corrected the spelling of 'cheverons' to 'chevrons'.
* Add files via upload
* Remove redundant text in budget.md
* Fix formatting issues in payees.md
* count points script should fetch the release note from the PR directly (#7309)
* get pr release note from PR, not top of master
* note
* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)
* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)
All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.
Made-with: Cursor
* [AI] Add release note for PR 7322 (#7311)
Made-with: Cursor
* [AI] Tighten release note wording for PR 7322 (imperative)
Made-with: Cursor
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* start of reports dashboard updates
* spelling
* Add release notes for PR #6976
* don't need one of these
* consistent naming
* bunny fixes
* images
* image again
* extenion
* fix
* consistent naming
* naming
* fix
* last one
* Ill be done with this someday
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* Add Budget Analysis report with full implementation
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* Add preset time ranges, intervals, bar chart, hide balance, and display controls
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* Fix duplicate function declaration syntax error in budget-analysis-spreadsheet.ts
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* Fix floating point precision error in daily/weekly intervals and replace interval button with dropdown
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* Make card always display monthly data and match report's chart type
Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>
* fix: adjust widget placement and presentation
* fix: adjusted the dot presentation
* feat: added svg for line chart/barchart
* fix: added one month to the report
* added the upcoming release notes
* amended the upcoming release notes
* fix: removed unused variables
* formatted using prettier --write
* [autofix.ci] apply automated fixes
* feat: added new feature to the Reports Page in the test budget
* fix: amended the reports.test.ts file to expect Budget Analysis
* Update VRT screenshots
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* Update VRT screenshots
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* revert: removed the inclusion of the Budget Analysis tool from the test file
* Update VRT screenshots
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PR: #6137
* fix: changed the display to always be monthly since budgets are monthly; removed the 1month view
* [autofix.ci] apply automated fixes
* [autofix.ci] apply automated fixes (attempt 2/3)
* fix: removed comment
* feat: added experimental feature flag for Budget Analysis tool
* feat: Switched option to use SVG Icons instead of words to shorten horizontal layout
* Removed interval possibilities and removed unnecessary compact variable as indicated by CodeRabbit
* Update packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Added basic documentation for Budget Analysis Report
* Update VRT screenshots
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* Update VRT screenshots
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PR: #6137
* fix: added budget-analysis doc to sidebar
* Update VRT screenshots
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PR: #6137
* feat(reports): improve Budget Analysis report UI and behavior
- Update chart colors to match Cash Flow report style
(Budgeted: blue, Balance: pageTextLight)
- Remove legend items from report view for cleaner UI
- Add 1 month quick select option to header
- Pass isConcise prop to BudgetAnalysisGraph for proper date formatting
- Add dynamic daily/monthly interval switching based on date range
* Update VRT screenshots
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PR: #6137
* feat(reports): refactor BudgetAnalysisGraph and improve isConcise calculation according to Rabbit AI
* feat(reports): add translation support for Budget Analysis graph labels
* feat(reports): centralize translation for Budget Analysis graph labels
* feat: use the budget values directly from the budget spreadsheet/server
* feat: enhance budget analysis with overspending adjustments and detailed reporting
* style: format code for better readability in BudgetAnalysis and budget-analysis-spreadsheet components
* refactor: remove unused variables
* docs: added in the image to the docs
* fix: reimplement support for conditionsOp
* [autofix.ci] apply automated fixes
* style: simplify budget analysis labels for clarity
* fix: add the on copy function
* feat: tooltip improvements
* feat: enhance budget analysis to track overspending adjustments across months
* fix: removed the absolute value for spent
* feat: update the charts to look closer to the CashFlow report
* fix: correct financial formatting for totalSpent in BudgetAnalysis
* feat: add filterExclude prop to Header and BudgetAnalysis for improved filtering options
* feat: implement privacy mode for Y-axis values in BudgetAnalysisGraph
* feat: change default graph type to Bar in BudgetAnalysis
* feat: remove commented-out filter button code in Header component
* feat: remove commented-out code for filter exclusion in Header component
* fix: update the feedback link to the dedicated issue
* refactor: financial display components to use FinancialText for consistency in Budget Analysis reports
* fix: update the card to also start as bar graph
* docs: update Budget Analysis report to include category filtering information
* style: refactor imports and whitespace
* refactor: simplify inline content structure in BudgetAnalysis component
* [autofix.ci] apply automated fixes
* Update VRT screenshots
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* fix: removed color descriptors from the chart
* fix: update color themes for Budget Analysis to use custom theme definitions
* [autofix.ci] apply automated fixes
* feat: update Budget Analysis merge md file
* Update VRT screenshots
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* fix: update budget analysis report image
* fix: white space adjustment in descriptor
* [autofix.ci] apply automated fixes
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* Update goal templates documentation for clarity
Add updated images for category and group dropdown. Update docs to reflect actual behavior.
* Add files via upload
* Delete packages/docs/static/img/goal-template/apply-template-group.webp
Remove replaced images
* Refine goal templates documentation
Removed unnecessary note and clarified template behavior.
* Fix formatting and warning notes.
* Fix typos and improve clarity in goal templates
Resolving (some of) the AI bunny's suggestions.
* Delete packages/docs/static/img/goal-template/apply-template-category.webp
* Update note on 'up to' template limits
Clarified the note about category limits for templates using 'up to'.
* Revise reconciliation instructions for clarity
Updated the reconciliation documentation to clarify the process and improve readability.
* Update button text for reconciling action
Changes wording of 'Done reconciling' button to 'Exit reconciling'.
* Modify button text for reconciliation process
Updates button wording based on reconciliation status.
* Update button wording in release notes
* Refine language in reconciliation documentation
Updated wording for clarity and consistency throughout the reconciliation documentation.
* Add files via upload
* Update reconciliation screenshots
* Update reconciliation images for 2025
* Add files via upload
* Clarify exit option in reconciliation process
Added a note about exiting reconciliation without locking transactions.
* Fix cleared transactions total in reconciliation guide
Corrected the cleared transactions total from 324.82 to -82.60 in the reconciliation instructions.
* Update reconciliation.md
* Update reconciliation.md to resolve conflicts
* Add files via upload
* Update reconciliation.md unlocking transactions
* Update 6220.md
* Update 6220.md
* update pwa icons to new one
* release notes
* icon
* color update for menu
* icon tiny bit smaller
* favicons as well - why not
* keeping the old icons for reference
* last icon archived
* Update VRT screenshots
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PR: #6204
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* Update index.md
New screenshots. Add new settings
* Add files via upload
New screenshots for setting page
* Update index.md
Small adjustments
* Update VRT screenshots
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PR: #6197
* Update index.md
More small adjustments to formatting.
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Michael ClarkandGitHub
Stephen Brown IIandGitHub
Dustin BrewerandGitHub
Kyle BremontandGitHub
JuulzandGitHub
Mats NilssonandGitHub
Sebastián MalukandGitHub
